近日，恒润股份（603985）发布2025年半年度报告，期内公司业绩表现向好，实现营业收入20.73亿 元，同比大幅增长223.44%；归属于上市公司股东的净利润4016.65万元，实现扭亏为盈。这一亮眼成绩 的背后，得益于风电行业景气度回升带来的业务回暖，及算力业务的持续发力，公司"风电+算力"双轮 驱动战略成效显著。 风电行业回暖叠加产能释放，高附加值产品贡献突出 2025年上半年，全球风电行业延续增长韧性，海上风电作为清洁能源开发的核心赛道，需求端持续释放 高规格零部件采购需求。在此背景下，恒润股份风电板块业务迎来强劲复苏。 资料显示，上海润六尺聚焦智能算力产业，业务涵盖新型智算服务器销售、智算中心建设与运维、算力 服务等，同时为高校科研团队提供垂直化模型咨询服务。2025年上半年，上海润六尺加大市场开拓力 度，积极拓展融资渠道，业务规模快速增长。公司与国内主流算力服务器厂商建立深度战略合作，并在 智算中心建设与算力租赁服务上实现突破，客户群体与业务覆盖范围持续扩大。 从行业背景来看，我国数字经济战略持续深化，"东数西算"工程推进、"人工智能+"行动落地，推动算 力需求呈指数级增长。算力作为数字经济的核 ...

Group 1 - The company expects to achieve a net profit attributable to shareholders of the parent company between 35 million and 45 million yuan for the first half of 2025, marking a turnaround from a loss in the same period last year [1][2] - The net profit for the same period last year was a loss of 31.96 million yuan, with a total profit of -35.88 million yuan and a net profit excluding non-recurring gains and losses of -40.82 million yuan [1][2] - The main reasons for the turnaround include the release of production capacity for new products in the wind power sector and improved performance in the computing power segment [2] Group 2 - The wind power sector has seen a recovery in market conditions, leading to increased orders and gross profit for the company's wind power business [2] - The company's subsidiaries have significantly improved their capacity utilization rates, effectively reducing unit production costs [2] - The company has actively adjusted its product structure to focus on high value-added products, with new products gradually entering the market and contributing to performance [2]