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研報掘金丨中泰證券:中航光電全年業績增長可期,首予“買入”評級
格隆匯 01-07 15:35
中泰證券研報指出,中航光電(002179.SZ)全年業績增長可期,景氣度有望持續復甦。根據公司10月31日投資者調研紀要,現階段公司整體訂單已呈現恢復態勢,部分主要業務領域需求已釋放積極信號,四季度公司將錨定目標、戮力攻堅,持續強化資源調配能力,加強快速響應水平,充分應對需求提升所帶來的交付壓力,預計全年經營業績將實現增長。2025年作為“十四五”收官之年,相關需求景氣度有望復甦,帶動公司經營情況改善。公司作為國內特種連接器龍頭,持續鞏固首選供應商地位,聚焦戰新產業和未來產業,深入實施改革深化提升行動,業績有望持續增長,首次覆蓋給予“買入”評級。
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