7月17日,西锐涨近6%,股价续刷上市新高,年内股价累涨150%。
华创证券近日指出,从商业模式理解,该行认为公司,生产端属于高端制造业,航空制造门槛高壁垒高,24年前三大市占率近半,销售端属于高端消费品,公司深耕私人飞机领域,面向C端客户为主,产品近年来持续提价,24年相较于21年,公司SR2X系列售价提升了26%,愿景喷气机提升了24%,典型类高端消费品属性。此外,海外比较看,25年14倍PE,仍明显低估。
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