研報掘金丨國金證券:維持中航重機“買入”評級,受託管理安虹公司
國金證券研報指出,中航重機(600765.SH)子公司安飛公司受託管理安虹公司,有利於進一步發揮業務協同效應,進一步增強公司精密加工能力,推動公司成為“航空工業通用基礎結構主力軍”。託管協議約定了託管費用、業績激勵,安虹公司發展有望提速。打通從毛坯交付到精密結構件交付的“最後一公里”。公司正逐步從航空鍛造龍頭蜕變成為航空基礎結構主力軍,未來有望充分受益於航空工業高景氣,開啟新一輪高成長。維持“買入”評級。
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