公司研究
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24q2业绩预计维持高增，优质客户贡献业绩增量
拓普集团,601689
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24h1业绩预告实现高增长，受益消费电子景气回暖q2出货量同环比均有提升
普冉股份,688766
" data-src="https://public.fxbaogao.com/report-image/2024/07/23/4410897-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" data-sizes="200px" data-error="fx-img-error-default;;;height: 180px;" data-srcset="https://public.fxbaogao.com/report-image/2024/07/23/4410897-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" class="lazy"/>
产品结构优化，明星单品、离焦镜成长可观
明月镜片,301101
" data-src="https://public.fxbaogao.com/report-image/2024/07/23/4410891-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" data-sizes="200px" data-error="fx-img-error-default;;;height: 180px;" data-srcset="https://public.fxbaogao.com/report-image/2024/07/23/4410891-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" class="lazy"/>
24h1业绩微增，启动公司回购
锦泓集团,603518
" data-src="https://public.fxbaogao.com/report-image/2024/07/23/4410681-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" data-sizes="200px" data-error="fx-img-error-default;;;height: 180px;" data-srcset="https://public.fxbaogao.com/report-image/2024/07/23/4410681-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" class="lazy"/>
2024h1业绩超预期，机器人业务放量在即
拓普集团,601689
" data-src="https://public.fxbaogao.com/report-image/2024/07/23/4410649-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" data-sizes="200px" data-error="fx-img-error-default;;;height: 180px;" data-srcset="https://public.fxbaogao.com/report-image/2024/07/23/4410649-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" class="lazy"/>
自由现金流有望迎来转正，建议关注低协方差行情扩散下的固废投资机会
光大环境,00257
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点评：2024年半年报业绩预告超预期，持续深耕高盈利市场 大储继续放量
阿特斯,688472
" data-src="https://public.fxbaogao.com/report-image/2024/07/23/4410009-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" data-sizes="200px" data-error="fx-img-error-default;;;height: 180px;" data-srcset="https://public.fxbaogao.com/report-image/2024/07/23/4410009-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" class="lazy"/>
业绩超预期，盈利能力持续增强
拓普集团,601689
" data-src="https://public.fxbaogao.com/report-image/2024/07/22/4411720-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" data-sizes="200px" data-error="fx-img-error-default;;;height: 180px;" data-srcset="https://public.fxbaogao.com/report-image/2024/07/22/4411720-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" class="lazy"/>
新能源转型加速，新车周期有望开启新一轮成长
吉利汽车,00175
" data-src="https://public.fxbaogao.com/report-image/2024/07/22/4408244-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" data-sizes="200px" data-error="fx-img-error-default;;;height: 180px;" data-srcset="https://public.fxbaogao.com/report-image/2024/07/22/4408244-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" class="lazy"/>
自我诊疗引领者，中药价值创造者
华润三九,000999
