> 数据图表你知道核心观点2025-5-0核心观点表：半导体设备零部件行业重点公司2024&2025Q1主要业绩情况2024年营收（亿元）同比增长2025Q1营收（亿元）同比增长2024年归母净利润（亿元）同比增长2025Q1归母净利润（亿元）同比增长2024年2025Q1归母净利率归母净利率2024年毛利率2025Q1毛利率新莱应材28.495.08%富创精密30.4047.14%正帆科技54.6942.63%6.737.626.77-2.33%2.2634-4.05%0.5099-25.56%7.94%7.58%25.7%23.8%8.62%2.026520.13%-0.2216-136.67%6.67%-2.91%25.8%24.1%14.94%5.277531.50%0.344238.23%9.65%5.09%26.0%26.4%英杰电气华亚智能汉钟精机江丰电子珂玛科技先锋精科17.800.59%3.25-13.30%3.2276-25.19%0.5050-36.84%18.13%15.55%38.5%37.8%6.2736.07%2.30101.08%0.8074-8.37%0.1718-27.29%12.87%7.47%30.1%28.0%36.74-4.62%6.06-19.09%8.6259-0.28%1.1770-19.58%23.48%19.41%38.3%35.7%36.0538.57%10.0029.53%4.005656.79%1.5721163.58%11.11%15.71%28.2%32.4%8.5778.45%2.4854.26%3.1097279.88%0.870972.69%36.27%35.13%58.5%57.1%11.36103.65%3.0038.58%2.1395166.52%0.4198-10.26%18.84%14.00%33.8%27.8%资料来源：Wind，华西证券研究所整理2华西证券综合其他
