> 数据图表咨询大家重点汽零公司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4.87 17.84 10.50 61.15 3.67157.71 14.95 6.78 25.26 4.02 15.82 4.66 3.49 49.92 20.63 37.51 91.75 54.86 20.45 5.51 6.34 6.18 1.90 8.62 12.39 3.29 1.234.50 16.66 10.46 56.97 3.50145.76 14.43 6.62 26.38 4.18 15.93 4.71 3.51 48.54 20.56 34.16 84.11 50.37 19.05 5.24 6.19 6.06 1.90 8.73 12.86 3.43 1.428.29%7.12%0.29%7.34%4.93%8.20%3.64%2.41%-4.25%-3.91%-0.68%-1.14%-0.64%2.84%0.35%9.81%9.08%8.91%7.34%5.26%2.34%2.06%-0.16%-1.24%-3.68%-4.16%-12.75%25.04%28.73%20.80%14.92%34.19%17.90%22.71%21.63%17.97%24.37%27.68%27.12%25.79%23.32%22.75%19.79%24.74%16.32%23.25%25.70%32.15%18.12%34.63%20.91%21.63%32.46%29.04%26.38%29.74%22.75%16.04%35.21%18.39%23.05%21.93%19.19%24.97%28.56%28.49%27.53%23.83%26.45%18.75%24.35%14.39%20.48%24.99%32.11%18.01%33.55%14.37%19.81%27.31%16.50%1.34%1.01%1.95%1.12%1.02%0.49%0.35%0.30%1.22%0.60%0.88%1.37%1.74%0.51%3.70%-1.03%-0.39%-1.93%-2.77%-0.71%-0.03%-0.11%-1.07%-6.53%-1.82%-5.15%-12.55%28Q3收入环比弱于行业但毛利率环比提升华纬科技爱柯迪旭升集团玲珑轮胎贝斯特均胜电子香山股份嵘泰股份伯特利福赛科技岱美股份福达股份儒竞科技中鼎股份森麒麟银轮股份赛轮轮胎继峰股份保隆科技美湖股份豪能股份隆盛科技肇民科技多利科技双林股份浙江仙通华依科技资料来源:wind、中泰证券研究所Q3收入环比弱于行业且毛利率环比下降中泰证券综合其他