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研報掘金丨國聯證券:中航光電深耕航空、航天及汽車連接器等領域,予“買入”評級
格隆匯 03-25 17:21
國聯證券研報指出,中航光電(002179.SZ)專注連接器五十餘載,歷史業績增長強勁,先後經歷了兩個十年十倍以及一個十年7.7倍的營收高速增長,證明行業龍頭白馬業績穿越週期實力。以民用C919爲例,公司完成了九個項目100餘臺機載電子設備的電搭接等多項功能需求,系統互聯技術能力凸顯。電動化深入,高階智駕趨勢確立,汽車連接器需求旺盛,高壓連接器2026年市場規模爲190億元,CAGR-3爲30%,保持較快增長。鑑於公司深耕航空、航天及汽車連接器等領域,軍工信息化龍頭地位,給予“買入”評級。
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