研報掘金丨浙商證券:中直股份30億元定增完成,維持“買入”評級
浙商證券研報指出,中直股份(600038.SH)向14名發行對象,完成定增募資30億元。募集配套資金用於研發能力、維修能力提升、生產能力提升等五大領域。根據航空工業統計,截至2022年底我國民用直升機機隊規模為1037架,目前國產化保有量不足5%。外貿方面:2024年新加坡航展直-10ME 機首次在境外展示,未來軍貿出口有望打開軍品業務第二成長曲線。考慮到公司整合直升機總裝資產成為我國直升機產業專業化領航上市公司,同時將受益低空經濟大發展,維持“買入”評級。
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