> 数据图表请问一下重点汽零公司25Q2一览2025-9-2重点汽零公司25Q2一览25Q2收入（亿元）25Q1收入（亿元）25Q2环比增速 25Q1毛利率 25Q2毛利率 环比变化20.87 15.99 9.15 36.63 115.379.38 6.87 6.12 85.93 4.83 9.78 14.12 71.67 39.40 3.06 10.24 49.22 7.31 15.32 6.1615.43 12.56 7.47 30.95 99.10 8.13 6.00 5.36 76.69 4.33 8.81 11.00 57.68 35.19 2.66 8.87 43.39 6.36 12.70 5.3935.28%27.26%22.51%18.36%16.42%15.30%14.37%14.30%12.05%11.62%10.95%28.41%24.26%11.97%15.01%15.35%13.44%14.85%20.62%14.32%14.38%9.63%25.00%18.83%35.40%15.37%28.10%27.94%26.83%19.07%7.62%25.97%19.89%19.50%35.69%45.58%17.59%20.62%13.43%19.45%16.63%11.79%26.35%19.64%38.49%17.61%29.86%29.15%29.27%18.45%7.31%25.14%19.28%16.84%35.67%45.19%15.72%19.95%13.36%14.17%2.25%2.15%1.36%0.81%3.08%2.24%1.75%1.21%2.44%-0.62%-0.32%-0.83%-0.62%-2.66%-0.02%-0.39%-1.87%-0.68%-0.07%-5.28%27Q2收入环比跑赢行业且毛利率环比提升Q2收入环比跑赢行业但毛利率环比下降沪光股份信质集团瑞鹄模具星宇股份福耀玻璃蓝黛科技无锡振华松原安全三花智控上海沿浦美利信博俊科技拓普集团新泉股份浙江荣泰中国汽研凌云股份上声电子文灿股份天成自控资料来源：wind、中泰证券研究所中泰证券综合其他
