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5月軍工“大妖股”誕生?成飛集成狂攬7連板,股價飆近100%!

自印巴衝突帶火軍工股後,連板妖股開始出沒。

成飛集成,便是其中之一。

今日,該股成功斬獲七連板,股價報32.63元,創近2年新高,總市值達117.1億元。

自五一節後,成飛集成便開啓“驚天暴走”,截至到目前的8個交易日內,股價已累計暴漲近100%。

資金熱炒?!

軍工股的這輪爆火,始於印巴一言不合地互掐

從斷水、空襲、交火…雙方你來我往,華點卻是軍工現史上最強的“直播帶貨”。

雖然近來雙方短暫停火、特朗普關稅戰也轉向,地緣政治風險階段性減弱,軍工股陷入分歧調整。

但成飛集成的漲勢依舊強勢,並登上了“連板天梯”。

從龍虎榜數據來看,遊資和機構資金博弈激烈。近來,上塘路、寧波桑田路、章盟主等知名遊資頻繁進出

今日,國泰海通北京金融街淨買入7768.54萬元章盟主淨賣出3262萬元。深股通專用席位買入3338.54萬元,淨買入1893.84萬元。

整體來看,目前買入力量較強,,市場對後續走勢仍持樂觀態度。

不過需要注意的是,在連續漲停後,獲利盤可能集中兌現,需警惕遊資撤離引發的回調風險。

持續的資金熱炒之下,公司5月以來已連發兩次風險提示。

昨晚成飛集成公告表示,截至2025年5月14日,公司股票已連續6個交易日漲停,市盈率倍數已高達-141.71。

生產經營活動一切正常,近期股票價格波動較大,請投資者注意二級市場交易風險。

雖然成飛集成一直被認爲是“成飛系”,但與軍工業務關係不大。

日前,公司在互動平臺迴應投資者稱,在印巴交火中,巴基斯坦使用的LY-80防空導彈,公司並未涉相關產品。

Q1業績表現

2007年於深交所上市的成飛集成,是國內汽車覆蓋件模具行業的第一家上市公司。

主營業務爲工模具設計、研製和製造、汽車零部件生產航空零部件生產。

其中,汽車零部件和工裝模具爲主,航空零部件業務爲輔。

數據顯示,截至2024年末,公司汽車零部件和工裝模具收入佔比爲96.91%,航空零部件業務收入佔比爲1.74%。

據最新財報顯示,今年一季報,成飛集成實現營業收入5.06億元,同比增長3.72%。

淨利潤爲48.43萬元,同比增長108.33%。

展望全年,成飛集成此前也在機構調研中表示,隨着航空零部件業務量的恢復,集成吉文汽車零部件業務收入大幅增加,固定成本隨着產量增加攤薄,2025年公司收入預計小幅增長,利潤會大幅回升。

另外,眼下成飛集成擬加快新業務佈局,開展無人機機身製造工藝研究。

目前公司承製了部分無人機機身結構件的數控加工。

長期來看,若無人機或航空零部件業務能突破,或支撐公司股價。

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