国金证券给予中航重机买入评级，复盘航空结构件巨头PCC和HOWMET，看中航重机长期价值

每日经济新闻11-18 12:29

国金证券11月18日发布研报称，给予中航重机（600765.SH）买入评级。评级理由主要包括：1）中航重机是国内稀缺的航空锻铸造龙头，近年来聚焦主业“瘦身健体”，推动产业链一体化，逐步完成从航空锻造龙头到平台型航空基础结构件主力军的蜕变；2）受让安吉精铸 7.81%股权，聚焦锻铸主业。风险提示：宏山锻造扭亏减亏风险，大型化锻件产能爬坡不及预期的风险，收购安吉精铸部分股权不及预期的风险。AI点评：...

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