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A股异动 | 上海沪工(603131.SH)逼近涨停 日前获券商唱好
格隆汇 12-21 13:31
格隆汇12月21日丨上海沪工(603131.SH)午后股价逼近涨停,有望挑战阶段新高。现报28.62元,暂成交1.3亿元,总市值91亿元。公司是国内规模最大的焊接与切割设备制造商之一。安信证券预计公司从2021年开始航空航天军工业务利润贡献就有望超过传统主业,并有望维持高增长。传统主业则向智能制造渗透,继续保持优势稳健增长。给予“买入-A”评级。另外,公司新基地地处航空产业聚焦地南昌,有望凭借地域优势率先受益当时航空制造需求的外溢,成为除航天业务外的又一业务亮点。

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