AI服务器电源及相关产品(PSU

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麦格米特(002851):短期业绩承压,加大投入决战AI
Soochow Securities· 2025-09-05 10:02
证券研究报告·公司点评报告·其他电源设备Ⅱ 麦格米特(002851) 2025 年中报点评:短期业绩承压,加大投入 决战 AI 买入(维持) | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入(百万元) | 6,754 | 8,172 | 9,683 | 13,002 | 16,366 | | 同比(%) | 23.30 | 21.00 | 18.48 | 34.28 | 25.87 | | 归母净利润(百万元) | 629.32 | 436.12 | 393.15 | 937.96 | 1,644.13 | | 同比(%) | 33.13 | (30.70) | (9.85) | 138.58 | 75.29 | | EPS-最新摊薄(元/股) | 1.15 | 0.80 | 0.72 | 1.71 | 3.00 | | P/E(现价&最新摊薄) | 63.86 | 92.15 | 102.23 | 42.85 | 24.44 | [Tabl ...