智通财经APP获悉，瑞银发布研报称，维持中航科工(02357)“买入”评级，目标价由6港元降至5.7港元。该行称，中航光电(002179.SZ)于2023年贡献中航科工盈利达一半，由于2024年利润贡献仍低于该行原先预期，下调对中航科工去年及今年盈利预测各7%。该行料中航科工去年下半年净利润同比转录正增长，扭转去年上半年同比跌19%颓势。
瑞银指出，中航科工持股36.7%的附属中航光电去年收入升3%至207亿元人民币，净利润同比升0.7%至33.6亿元人民币，去年下半年收入及净利润分别同比升23%及22%，扭转两者去年上半年的同比各跌15%。该行相信主要来自去年下半年国防相关订单较上半年复苏，以及成本控制。
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