知名研究机构蒙特加发布最新评估报告，重申对航空供应商FACC AG的"买入"评级，并将未来12个月目标股价设定在12.00欧元。该机构指出，尽管利润率仍存挑战，但FACC已连续三年实现超20%的营收增长，2024财年收入达8.845亿欧元。
行业复苏信号日益清晰：空客、波音等核心客户正计划提升飞机产量，这为FACC带来实质性利好。蒙特加特别强调，当前关键在于该公司能否有效实施增效措施，以达成中期8%的息税前利润率目标。若该目标顺利实现，将显著增强投资者信心。
值得注意的是，航空产业链正迎来新一轮资本开支周期。随着全球航空旅行需求持续反弹，飞机零部件供应商的订单能见度明显提升。不过蒙特加也警示，原材料价格波动和供应链风险仍是行业普遍面临的挑战。
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