研報掘金丨長江證券:中航重機盈利能力維持基本穩定,在手訂單充足疊加產能充沛
長江證券研報指出,中航重機(600765.SH)一季度實現環比穩定增長,或表徵下遊需求復甦。在稅改政策、價格調整的壓力下,公司盈利能力維持基本穩定。25年Q1在手訂單充足爲實現年度經營目標奠定良好基礎。截至3月末,公司累計在手訂單充足,其中:商用工程在手訂單較上年同期增長42.39%。4月,公司所屬子公司宏遠公司、安大公司、景航公司再次與某客戶簽訂了17.07億訂單,上述在手訂單充足疊加產能充沛,供需協同優勢突出。同時公司依託6大區域協調中心和模鍛、環鍛、機載、民機、民品、鍛件中標率、航天專項7大 IPT團隊,持續加大市場開拓力度,模鍛、環鍛、機載專項取得顯著成效,實現老型號向新型號迭代轉型,持續爲公司中長期發展賦能,產品結構向高價值領域轉型。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.