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研報掘金丨天風證券:中航高科成長天花板正持續打開,維持“買入”評級
格隆匯 03-04 15:51

天風證券研報指出,全球碳纖維行業大規模擴張之後,供需錯配正在逐步調整,自動化成型等技術滲透率有望快速提升帶來需求新增量,中航高科(600862.SH)作為國內航空領域碳纖維預浸料龍頭企業或將邁向新一輪的增長。行業供需格局正持續洗牌,製造生產技術正不斷迭代。軍用飛機無人化趨勢逐漸漸顯,國產大飛機放量持續加速以及低空經濟的需求不斷擴張,認為公司增長動能正由“十四五”軍用裝備更新換代向無人化裝備滲透率提升&民用航空需求井噴切換,公司成長天花板正持續打開。由於軍品交付節奏影響,下調公司2024-2026年營業收入預測, 維持“買入”評級。

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