豪美新材 2025 半年报：营收增 14.86% 利润降 25.74%，汽车轻量化与系统门窗成增长引擎

基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

基础金属

铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁

稀有金属

稀土稀土矿稀土氧化物稀土金属钕铁硼 稀散金属锑铋铟锗镓硒钽锆 贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒

新能源

锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰 锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

豪美新材 2025 半年报：营收增 14.86% 利润降 25.74%，汽车轻量化与系统门窗成增长引擎

2025-08-26 11:02:47 来源：北方有色网责任编辑：王欣悦

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8月25日晚，豪美新材(002988)发布2025年半年报。报告显示，公司上半年营业收入为35.85亿元，同比增长14.86%;归母净利润为9174.55万元，同比下降25.74%;扣非归母净利润为8760.13万元，同比下降27.61%;基本每股收益0.36元。经营活动现金流量净额约6700万元，同比增加539.07%。从单季度来看，2025年二季度公司实现营业收入19.11亿元，同比增长11.82%。

2025年上半年，公司毛利率为10.71%，同比下降1.44个百分点;净利率为2.56%，较上年同期下降1.38个百分点。2025年上半年，公司期间费用为2.85亿元，较上年同期增加3732.39万元;期间费用率为7.96%，较上年同期上升0.01个百分点。其中，销售费用同比增长2.39%，管理费用同比增长8.72%，研发费用同比增长22.07%，财务费用同比增长24.06%。

半年报披露，2025年上半年，面对国内外经济环境的不确定性与下游需求的变化，一方面公司通过进一步强化内部管理，开展精益生产等方式降本增效;另一方面公司加大产品研发力度，积极开拓铝合金轻量化材料在新兴领域的应用，培育新的增长点，上半年研发费用达到1.15亿元，同比增长22%。

豪美新材致力于深耕高强铝合金型材领域，当前业务主要包括汽车轻量化铝型材、建筑铝型材、工业铝型材及系统门窗产品，2025上半年，上述四项业务分别实现营业收入9.62亿元、9.43亿元、13.62亿元、3.03亿元，对应收入占比分别为26.84%、26.29%、37.99%及8.46%。分业务来看，2025上半年主要是汽车轻量化铝型材及系统门窗业务贡献收入增长，二者收入同比分别增长24.29%、27.95%。

轻量化领域，公司专注于高性能汽车轻量化结构件和安全件铝型材，包括铝质防撞梁、电池托盘、门槛梁、副车架、车身纵梁、电机壳、减震支架等10余种高强铝挤压合金材料及部件，直接客户包括凌云股份、长盈精密、英利汽车、卡斯马等优质汽车零部件制造商，应用终端覆盖奔驰、宝马、丰田、本田等一线合资品牌，广汽、长城、吉利、奇瑞、长安等自主品牌，小鹏、赛力斯、蔚来、小米汽车等造车新势力，是国内最具规模的汽车轻量化铝基新材料企业之一。

国内汽车自主品牌出海加速将同步带动产业链上游企业出海建立相应的供应链，海外市场成为汽车轻量化材料重要增长点。豪美新材紧抓产业链出海机遇，于2025年2月披露携手凌云股份在摩洛哥设立合资公司，建设新能源电池壳体、车身结构件、高强度辊压件等配套供货能力，作为辐射欧洲及北非市场的生产基地。同时，为进一步提升公司产品附加值，公司不断加大机加工投入，加紧在安徽芜湖建设汽车轻量化部件加工基地的筹划，更好服务和配套下游客户。公司系列市场拓展措施颇具成效，2025年上半年新增导入70个定点项目，继续保持快速增长势头。

据半年报披露，公司在扩张汽车轻量化业务的同时，也持续加大产品研发力度，正积极开拓铝合金轻量化材料在新兴领域的应用，培育新的增长点。

在系统门窗业务领域，豪美新材下属的“贝克洛”品牌是国内传统模式改造者，打造门窗产业链集成平台，为客户提供高品质的门窗解决方案。2025上半年公司紧抓品质提升及改善型住房需求增加背景下系统门窗渗透率提升带来的发展机遇，加大市场开拓力度，提高市场占有率，在房地产市场下行背景下系统门窗收入仍保持27.95%的高增长;同时，公司也重点关注系统门窗出海，在美国设立子公司进行海外业务开拓，并针对海外业务专门开发了相应产品，已取得产品认证，建立本地化的业务团队，与合作伙伴开设了多家展示门店。

目前欧洲市场的系统门窗渗透率达到70%以上，国内市场渗透率不到5%，国内系统门窗行业仍处于发展初期，具备较大的成长空间。

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豪美新材 2025 半年报：营收增 14.86% 利润降 25.74%，汽车轻量化与系统门窗成增长引擎

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