远航精密（920914）：远航精密(833914)：TCO组件龙头H1业绩亮眼,前瞻布局固态电池集流体潜力-北交所信息更新250825

<p style="text-indent:28px"><span style="font-size: 14px;"><span style="">远航精密披露</span> <span style="">2025</span><span style="">半年报，</span><span style="">2025H1</span><span style="">实现总营业收入</span><span style="">4.86 </span><span style="">亿元，同比增长</span><span style="">25.38%</span><span style="">；实现归母净利润 </span><span style="">0.31 </span><span style="">亿元，同比增长 </span><span style="">3.49%</span><span style="">，扣除股份支付影响后的归母净利润</span><span style="">3486.96 </span><span style="">万元同比增长 </span><span style="">15.33%</span><span style="">。考虑到两大募投项目持续推进、其中精密结构件产能有望 </span><span style="">2025 </span><span style="">年底达产，我们维持盈利预测。预计 </span><span style="">2025-2027 </span><span style="">年远航精密实现归母净利润 </span><span style="">0.75/0.90/1.00 </span><span style="">亿元，对应 </span><span style="">EPS </span><span style="">为 </span><span style="">0.75/0.90/1.00 </span><span style="">元，当前股价对应</span><span style="">PE </span><span style="">为 </span><span style="">49.3/40.9/36.9X</span><span style="">，维持“增持”评级。</span></span></p><p><br/></p>