廣聯航空(300900.SZ):已在哈爾濱、西安、自貢等地區都配備了相關復材配套能力
格隆匯11月27日丨廣聯航空(300900.SZ)於近期召開路演活動,就“請簡單介紹一下公司在無人機領域佈局的投入情況,是否取得了新的訂單?”,公司回覆稱,目前,無人機機體結構已廣泛運用全複合材料機身,對於複合材料產品的配套生產需求非常大。公司已在哈爾濱、西安、自貢等地區都配備了相關復材配套能力,公司全資子公司自貢廣聯正全面加緊建設進度,在大型固定翼無人機領域持續蓄力。同時,公司不斷探索無人機領域多場景應用,以大型固定翼無人機整機平台為基礎,不斷向工業應用、仿真模擬等領域橫向、縱向拓展,進一步提高公司在無人機設計、製造、裝配領域的專業化生產能力和智能化製造水平,進一步深化協同效應,實現資源互補,增強公司綜合盈利能力及整體核心競爭力。
公司在2022年和今年簽訂的合同含税金額分別為5,040萬元人民幣、7,208萬元人民幣的無人機機體結構合同,也都是隨着研發配套任務結束後,客户端取得批產任務所帶來的規模效應。未來,隨着各預研型號無人機的陸續批產,公司無人機業務將帶來持續可觀的增長空間。
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