金吾财讯 | 光大证券研报指，中国民航信息网络(00696)上半年收入38.95亿元人民币，同比下降3.6%；归母净利润14.48亿元人民币，同比上升5.9%。营业总成本24.28亿元人民币，同比下降4.2%。随着民航运输业需求持续复苏，系统处理旅客量保持增长，25H1电子旅游分销（ETD）系统处理的国内外航司系统处理量3.71亿人次，同比增长5.3%。国际航班方面，25年民航局加快国际航班恢复，力争将国际航班数量恢复至19年的90%以上。该机构提到，公司锚定智慧民航建设，深化数字化创新应用：公共信息技术服务方面，跨行业数据中心增值服务业务不断拓展；航空货运物流技术服务方面，货运安检系统等产品得到推广、升级；探索业务创新场景方面，民航区块链、数字人民币、智能机器人接续落地。鉴于25H1营业总成本同比下降，该机构上调25年净利润预测2%至23.26亿元人民币；考虑到民航业数字化发展将驱动IT服务需求增加，上调26年净利润预测2%至25.31亿元人民币；新增27年净利润预测为27.15亿元人民币。考虑到公司在国内航空IT市场龙头地位稳固、叠加民用航空业长期发展前景乐观，维持“增持”评级。
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