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研報掘金丨太平洋證券:予建設工業“增持”評級,“一核兩翼”產業佈局加速推進
太平洋證券研報指出,建設工業(002265.SZ)2024年歸屬於上市公司股東的淨利潤2.60億元,較上年同期下降10.70%。報告期內,公司主營業務保持穩定,“一核兩翼”產業佈局加速推進。在特品業務方面,公司全力構建“技術先進、能力強健、佈局合理、反應敏捷”的武器裝備供給體系和輕武器“生態圈”,加快向“三化”融合新域新質轉型;汽車零部件業務加快“由油向電、由粗向精、由部件向總成”轉型發展,積極融入集團公司“汽車生態圈”,大力發展新能源汽車零部件,着力打造專精特新“小巨人”企業;在戰略性新興產業方面,公司致力於圍繞新型特種裝備、新能源汽車、新材料、光電信息、新一代信息技術、現代服務業、高端裝備製造、綠色低碳等方向加快佈局,聚集優勢資源,培育發展新引擎。公司加大研發投入力度,科技創新成效顯著。給予“增持”評級。
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