从最新机构评级来看，医药生物、科技行业个股持续获机构看好。 51股本周获得5家及以上机构重点关注 据证券时报·数据宝统计，截至周五收盘，本周（9月1日至9月5日），59家机构合计进行1678次"买入型"（包括买入、增 持、推荐、强烈推荐、强烈买入）评级，合计覆盖929只个股。 从行业分布来看，医药生物、电子、电力设备等6个行业股票数量均超过50只；其中，医药生物行业达94只，电子行业个股 有80余只。 今年以来，医药行业重磅政策频出，创新药研发成果、商业化持续落地。东方证券表示，从今年上半年数据来看，随着国 产创新产品进入商业化周期并叠加出海潜力释放，创新药及产业链业绩表现突出。考虑到医药行业已经由"中国制造"转 向"中国创造"，创新带来的出海浪潮刚刚起步，未来若干个季度行业成长较为确定，再叠加"低仓位+估值底"，该机构认为 当前依然是配置医药行业的极佳时间点。 共创草坪、甘化科工最新股东户数较二季度末降幅均超过30%，2只个股今年上半年净利润增幅均超过20%，其中共创草坪 获得2家机构给予"买入型"评级。 从个股业绩来看，今年上半年新北洋、奥赛康、腾亚精工净利润同比增幅均超100%；润贝航科、博彦科技今年上 ...

证券日报网讯伊戈尔（002922）9月5日在互动平台回答投资者提问时表示，公司数据中心变压器的直接 客户主要有数据中心电源集成商、电力系统工程总包商等。 ...

证券日报网讯伊戈尔（002922）9月5日在互动平台回答投资者提问时表示，公司美国工厂正在逐步投入 使用，数据中心变压器的产品销售区域已从国内市场拓展至日本等海外市场。 ...

Core Viewpoint - The company is focusing on the data center transformer market, with plans to gradually release production capacity by the first half of 2025 and has made significant progress in product structure and market expansion [1] Group 1: Product Development - The company has expanded its product range from phase-shifting transformers to include epoxy resin cast dry-type transformers and oil-immersed transformers [1] - The sales regions have been extended from the domestic market to overseas markets, including Japan [1] Group 2: Future Strategy - The company plans to continue increasing investments in the data center power equipment sector [1] - The company aims to leverage its advantages in intelligent manufacturing to create more reliable and energy-efficient data center products and solutions [1] - The goal is to better meet the needs of domestic and international data center customers [1]

证券研究报告 非金融公司|公司点评|伊戈尔（002922） 高基数下业绩承压，AIDC 业务有望高 增 请务必阅读报告末页的重要声明 glzqdatemark1 2025年09月03日 证券研究报告 |报告要点 公司发布 2025 年半年报，2025H1 实现营收 24.67 亿元，同比+20.16%；实现归母净利润 1.05 亿元，同比-40.59%。2025Q2 单季度，公司实现营收 13.83 亿元，同比+8.14%，环比+27.64%； 实现归母净利润 0.63 亿元，同比-46.83%，环比+48.85%。公司有望受益于海外新能源及数据 中心建设的高景气度，维持"买入"评级。 |分析师及联系人 张磊 梁丰铄 SAC：S0590524110005 SAC：S0590523040002 请务必阅读报告末页的重要声明 1 / 5 相关报告 非金融公司|公司点评 glzqdatemark2 2025年09月03日 伊戈尔(002922) 高基数下业绩承压，AIDC 业务有望高增 | 行 业： | 电子/其他电子Ⅱ | | --- | --- | | 投资评级： | 买入（维持） | | 当前价格： | 21 ...

Core Insights - The company reported a revenue of 2.467 billion yuan for H1 2025, a year-on-year increase of 20.16%, while the net profit attributable to shareholders was 105 million yuan, a decline of 40.59% [1] - In Q2 2025, the company achieved a revenue of 1.383 billion yuan, an increase of 8.14% year-on-year and a 27.64% increase quarter-on-quarter, but the net profit attributable to shareholders decreased by 46.83% year-on-year [1][2] Financial Performance - The gross margin for Q2 2025 was 19%, down 5.78 percentage points year-on-year but up 3.28 percentage points quarter-on-quarter [2] - The net profit margin was 4.80%, a decrease of 4.63 percentage points year-on-year, but an increase of 0.79 percentage points quarter-on-quarter [2] Business Segments - Energy products generated a revenue of 1.836 billion yuan in H1 2025, a year-on-year increase of 23.67%, driven by growth in global photovoltaic and energy storage installations [3] - Lighting products saw a revenue of 437 million yuan, a decline of 3.40% year-on-year due to business restructuring [3] - Other businesses, primarily incubation-related, achieved a revenue of 194 million yuan, a significant increase of 67.43% year-on-year [3] Growth Opportunities - The company is expanding its data center transformer production, with new product categories and market reach extending to Japan and the United States [4] - The company is also developing energy-efficient transformers and inductors for data centers, enhancing its product portfolio and market competitiveness [4] Investment Outlook - The company is expected to stabilize its profitability, with projected revenues of 5.898 billion yuan, 7.450 billion yuan, and 9.164 billion yuan for 2025-2027, corresponding to growth rates of 27.2%, 26.3%, and 23.0% [4] - Net profits are projected to be 307 million yuan, 457 million yuan, and 590 million yuan for the same period, with growth rates of 4.8%, 49.0%, and 29.1% [4]

伊戈尔（002922.SZ）2025 年半年报点评 1、数据中心变压器：25Q2 公司数据中心变压器产能逐步释放，在数据中心变压 器产品结构和市场拓展上取得突破：产品品类从数据中心用移相变压器拓展至数 据中心用环氧浇筑干式变压器、油浸式变压器等。销售区域从国内市场拓展至日 本、美国市场。2、电源电感：公司目前储备研发类产品有应用封装式一体成型 技术、体积更小、转化效率更高、散热更快的数据中心用电感产品，并将重点布 局研发更高能效、更低损耗的节能型变压器，进一步丰富产品组合，巩固提升公 司产品的市场竞争力。 ➢ 投资建议：公司盈利端企稳，AIDC 有望成为新增长曲线，我们预计公司 2025-2027 年营收分别为 58.98、74.50、91.64 亿元，对应增速分别为 27.2%、 26.3%、23.0%；归母净利润分别为 3.07、4.57、5.90 亿元，对应增速分别为 4.8%、49.0%、29.1%，以 8 月 29 日收盘价作为基准，对应 2025-2027 年 PE 为 32X、22X、17X，维持"推荐"评级。 25Q2 盈利环比改善，AIDC 有望成为新曲线 2025 年 08 月 31 日 ...

Investment Rating - The report maintains a rating of "Accumulate" for the company [4] Core Views - The company is gradually emerging from the impact of price reductions and is awaiting the ramp-up of AIDC products [2] - The energy products segment achieved revenue of 1.836 billion yuan in H1 2025, representing a year-on-year increase of 23.67%, although the gross margin declined by 7.4 percentage points [2] - The lighting business experienced a revenue contribution of 437 million yuan, down 3.4% year-on-year, while incubation projects showed significant growth with a revenue increase of 67.43% [3] - The company is expanding its market presence in data center transformers and has secured a major contract in Japan, indicating a shift towards international markets [2] Financial Summary - Revenue projections for 2025-2027 are 5.639 billion yuan, 6.750 billion yuan, and 7.796 billion yuan, respectively, with corresponding net profits of 253 million yuan, 366 million yuan, and 490 million yuan [3] - The company expects a decline in net profit in 2025 by 13.4%, followed by growth of 44.6% in 2026 and 33.9% in 2027 [3] - The latest diluted EPS is projected to be 0.60 yuan in 2025, 0.87 yuan in 2026, and 1.16 yuan in 2027 [3] - The current P/E ratios are 37.6x for 2025, 26.0x for 2026, and 19.4x for 2027 [3]