研報掘金丨方正證券:維持中航西飛“推薦”評級,23年歸母淨利潤實現快速增長
方正證券研報指出,中航西飛(000768.SZ)下游訂單充足,23年實現歸母淨利潤8.61 億元,同比增長64.41%實現快速增長。24年預計關聯交易規模同比有較大增長,維持“推薦”評級。2024年,公司預計實現營業收入451億元,全員勞動生產率46.14萬元/人,按計劃完成各項軍機研製及批產交付任務,組織開展C919 生產線產能建設以及A321機身項目首架系統裝配研製,積極參與國內外轉包項目競標,並完成民機產品的大部件及零件交付。另外,公司披露預計24年關聯交易總金額281.60億(較23年預計值增長21.72%)。
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