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研報掘金丨廣發證券:中航沈飛Q2利潤端增速加快,維持“增持”評級
廣發證券研報指出,中航沈飛(600760.SH)上半年實現營收盈利雙增長且利潤端增速較大,其中二季度利潤端增速加快,高景氣高質量發展可期。維持“增持”評級。公司是我國戰鬥機龍頭,有望受益裝備建設景氣度提升和更新換代加速,持續強化核心能力,加速提質增效,推動高質量發展。同時推動周邊產業集羣建設和收購吉航打造研造修一體化航空產業鏈,8月9日發佈公吿籌劃定增加強能力建設,下游需求景氣度進一步提升。
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