伯特利:2Q24毛利率超预期,线控制动&转向业务盈利大幅改善

伯特利(603596.SH) 2Q24 毛利率超预期,线控制动&转向业务盈利大幅改善 | --- | --- | --- | --- | --- | --- | --- | --- | |----------------------|-------|-------|-------|-------|-------|--------|--------| | | | | | | | | | | 财务指标 | | 2022A | 2023A | | 2024E | 2025E | 2026E | | 营业收入(百万元) | | 5,539 | 7,474 | | 9,756 | 12,342 | 15,589 | | 增长率 yoy ( % ) | | 58.6 | 34.9 | | 30.5 | 26.5 | 26.3 | | 归母净利润(百万元) | | 699 | 891 | | 1,151 | 1,462 | 1,893 | | 增长率 yoy ( % ) | | 38.5 | 27.6 | | 29.1 | 27.0 | 29.5 | | ROE ( % ) | | 15.3 | 15.0 | | 16.8 ...