方盛股份（920662）：方盛股份(832662)：风电需求旺盛推动营收增长,储能、数据中心液冷及氢能为新增长极-2025中报点评250821

<p style="text-indent:28px"><span style="font-size: 14px;"><span style="">事件。公司发布</span> <span style="">2025 </span><span style="">年半年报，</span><span style="">2025H1 </span><span style="">实现营业收入 </span><span style="">1.80 </span><span style="">亿元，同比</span><span style="">15.41%</span><span style="">；归母净利润 </span><span style="">1447.87 </span><span style="">万元，同比</span><span style="">-27.47%</span><span style="">；扣非归母净利润</span><span style="">1268.68 </span><span style="">万元，同比</span><span style="">-24.79%</span><span style="">，营业收入上升主要原因是国内风力发电行业景气，形势转好，市场整体需求量扩大，公司该领域的大客户订单量增长以及本期开发新客户逐步开始量产增长销售额，归母净利润下滑主要是本期毛利率较上年同期下降 </span><span style="">5.73 </span><span style="">个百分点所致。</span><span style="">2025Q2 </span><span style="">公司实现营收 </span><span style="">1.06 </span><span style="">亿元，同比</span><span style="">+11.75%</span><span style="">，环比</span><span style="">+41.70%</span><span style="">；归母净利润 </span><span style="">746.40 </span><span style="">万元，同比</span><span style="">-35.70%</span><span style="">，环比 </span><span style="">6.41%</span><span style="">；扣非归母净利润 </span><span style="">671.47 </span><span style="">万元，同比</span><span style="">-39.28%</span><span style="">，环比 </span><span style="">12.43%</span><span style="">。</span></span></p><p><br/></p>