研報掘金丨招商證券:首予北方導航“強烈推薦”評級,主業具有較大市場空間
招商證券研報指出,北方導航(600435.SH)主業具有較大的市場空間,同時公司注重在數智製造,科技研發方面的提升,預計未來將隨着市場發展開拓新的收入增長點。首次覆蓋,給予“強烈推薦”投資評級。根據最新業績預告,四季度利潤顯著增長,或將迎來業績拐點。爲應對國防預算投入上升,未來公司產品將面臨更高需求的預期,公司將通過提高科技創新能力、數智製造能力、質量管控能力,完成強軍首要職責。此外,公司完善了公司的管理體系,有助於降低公司期間管理費用,提高業績創造能力。
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