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廣聯航空(300900.SZ):目前在航空領域已基本完成佈局,未來將由成長期進入收穫期。但在航天和航發領域,仍處於爬坡階段
格隆匯 05-12 09:29

格隆匯5月12日丨廣聯航空(300900.SZ)於2023年5月10日召開電話會議,交流互動環節中,就“公司業務在全國範圍內不同板塊、不同地域是如何進行產業佈局的,未來規劃如何?”,公司回覆稱,公司目前下設14家子公司,4大基地板塊。形成了以哈爾濱總部、西安廣聯和成都航新為基礎的三大綜合性產業基地;以景德鎮航勝、珠海廣聯、晉城廣聯為核心的航空航天零部件專精製造基地;以卡普勒廣聯、廣聯航宇、自貢廣聯、天津廣聯為代表的無人機及復材研發製造基地;以瀋陽、貴州為延伸的航空發動機零部件製造基地。四大基地板塊覆蓋東北、西北、西南等我國主要軍工大省,緊緊圍繞公司戰略規劃,分工協作,資源共享。

結合公司的實際情況和行業的發展狀況,公司確定的發展戰略是:專注於航空、航天製造工業,抓住我國航空、航天產業快速發展的歷史性機遇,堅持“自主創新、產品升級、先進製造、規模發展”,加速推動公司轉變為自主創新能力突出、核心競爭力顯著、成長性良好的航空工裝、航空航天零部件以及無人機產品的“綜合服務商”。

公司目前在航空領域已經基本完成佈局,未來將由成長期進入收穫期。但在航天和航發領域,仍處於爬坡階段。國產各機型保有量的增長將積極帶動航發及其他配套產業的發展。公司本次可轉債募投項目規劃了“航天零部件智能製造項目”“航空發動機、燃氣輪機金屬零部件智能製造項目”,通過購置高精度、高自動化的生產設備,生產可用於航空、船舶、天然氣管道等多領域的發動機零部件產品及航天零部件產品,不斷拓展公司的業務廣度,開拓發動機零部件及航天零部件產品業務新領域。有助於公司開拓新的業務板塊,滿足客户的多樣化需求,培育新的利潤增長點,提升公司盈利水平。募投項目規劃的方向相信未來也是行業的發展趨勢。

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