应流股份:燃机核心铸件订单饱满 受益燃机行业景气上行周期

国信证券
Jan 23, 2025

公司系国内航空发动机和燃气轮机精密铸造领先企业,全面覆盖供应海内外龙头客户。公司自上市时起即已布局深耕两机叶片铸造,是国家航空发动机和燃气轮机耐高温叶片“一条龙”应用计划示范企业。凭借燃气轮机高温合金透平叶片等关键核心技术,公司为海内外龙头客户实现高难度产品开发和稳定批产交付。通过承担燃机叶片国产化任务,公司供应国内行业龙头客户包括中国重燃、上海电气、东方电气、航发燃机、龙江广瀚、哈尔滨汽轮机等...

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