机构评级来看，近5日共有1家机构给予该股评级，预计目标价最高的是国泰海通证券，12月17日国泰海 通证券发布的研报预计公司目标价为15.00元。 据天眼查APP显示，中航机载系统股份有限公司成立于1999年11月26日，注册资本483889.663万人民 币。（数据宝） 12月19日中航机载大宗交易一览 | 成交量（万 | 成交金额（万 | 成交价格 | 相对当日收盘折溢价 | 买方营业 | 卖方营业 | | --- | --- | --- | --- | --- | --- | | 股） | 元） | （元） | （%） | 部 | 部 | | 99.00 | 1149.39 | 11.61 | -11.51 | 机构专用 | 机构专用 | （文章来源：证券时报网） 中航机载12月19日大宗交易平台出现一笔成交，成交量99.00万股，成交金额1149.39万元，大宗交易成 交价为11.61元，相对今日收盘价折价11.51%。该笔交易的买卖双方均为机构专用席位。 进一步统计，近3个月内该股累计发生3笔大宗交易，合计成交金额为2146.09万元。 证券时报·数据宝统计显示，中航机载今日收盘价为13.12元，上涨 ...

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 机构专用 | 机构专用 | | | 2025-12-19 | 中航机载 | 600372 | 11.61 1149.39 | go god y | | | | 12月19日，中航机载大宗交易成交99万股，成交额1149.39万元，占当日总成交额的0.96%，成交价11.61元，较市场收盘价13.12元折价11.51%。 ...

国泰海通证券研报指出，中航机载拟收购航投誉华合伙份额，航投誉华持有5家机载产业链核心企业股 权，公司此举旨在完善产业链布局、强化协同效应。公司前三季度营业收入微增，双轮驱动具潜力。短 期需关注回款管理，长期看主业与收购的双轮驱动，有望支撑其成长潜力。根据可比公司PE估值，结 合其在电子信息技术、智能系统领域的技术优势，按2025年65.22倍PE测算，给予"增持"评级，目标价 15元。 ...

首次覆盖方面，12月17日券商共给出了9次首次覆盖，其中上汽集团（600104）、蔚蓝锂芯（002245）均获得爱建 证券给予"买入"评级，九洲药业获得华创证券给予"推荐"评级，中科创达（300496）、珂玛科技（301611）获得 东北证券分别给予"买入""增持"评级。 | | | 9家最新被首次覆盖的公司 | | | | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 机构 | 最新评级 | 行业 | | 600104 | 上汽集团 | 爱建证券 | 买人 | 乘用车 | | 002245 | 劇監理心 | 爱建证券 | 买人 | 电池 | | 603456 | 九洲药业 | 华创证券 | 推荐 | 医疗服务 | | 300496 | 中科创达 | 东北证券 | 北 | IT服务 | | 301611 | 珂玛科技 | 乐 训练 | 増持 | 半导体 | | 688031 | 星环科技 | 东吴证券 | 深入 | 软件开发 | | 688630 | 芯碁微装 | 中原证券 | 买人 | 专用设备 | | 688627 | 精智达 | 东北证券 | 增持 | 通用 ...

中航机载拟收购航投誉华合伙份额，航投誉华持有5 家机载产业链核心企业股权，公司此举旨在完善产 业链布局、强化协同效应。 本报告导读： 投资要点： 前三季度营业收入微增，双轮驱动具潜力。公司前三季度营收微增1.25%至167.74 亿元，但净利因信用 减值损失下滑17.73%，不过毛利率提升、研发投入加码及费用优化体现主业韧性；资产端短期偿债压 力略升但长期债务优化，现金流缺口大幅收窄，经营质量边际改善。短期需关注回款管理，长期看主业 与收购的双轮驱动，有望支撑其成长潜力。 风险提示：标的公司业绩兑现能力存不确定性；行业竞争加剧导致毛利率承压。 给予"增持"评 级，目标价 15 元。预计公司 2025~2027 年归母净利润分别为11.25 亿元/13.90 亿元/17.23 亿元， 对应EPS 为0.23/0.29/0.36 元；根据可比公司PE 估值，结合其在电子信息技术、智能系统领域的 技术优势，按2025 年65.22 倍PE 测算，对应目标价15 元。 中航机载拟以2.02 亿元收购航投誉华股权。12 月12 日，中航机载公告拟以2.02 亿元收购航空投资持有 的航投誉华59.1816%合伙份额，交易 ...

Investment Rating - The report assigns a rating of "Accumulate" to the company with a target price of 15.00 CNY [6][12]. Core Views - The company aims to enhance its industrial chain layout and strengthen synergy effects through the acquisition of a 59.1816% stake in Hangtou Yuhua, which holds equity in five core enterprises in the airborne industry chain [2][12]. - The acquisition is valued at 202 million CNY, based on a third-party assessment of 342 million CNY for 100% of the stake, and is expected to be approved by the relevant authorities [12]. - The five target companies possess unique technical expertise, which will help the company to fill gaps in its industrial chain and foster new growth points [12]. Financial Summary - Total revenue is projected to be 29,007 million CNY in 2023, with a slight increase of 4.6% year-on-year. However, a significant decline of 17.7% is expected in 2024 [4]. - Net profit attributable to the parent company is forecasted to be 1,886 million CNY in 2023, reflecting a substantial increase of 39.6%, but a decrease of 44.8% is anticipated in 2024 [4]. - Earnings per share (EPS) is expected to be 0.39 CNY in 2023, dropping to 0.22 CNY in 2024, before gradually increasing to 0.36 CNY by 2027 [4][12]. Market Data - The company's market capitalization is approximately 62,083 million CNY, with a total share capital of 4,839 million shares [7]. - The stock has traded within a range of 10.17 CNY to 12.88 CNY over the past 52 weeks [7]. Financial Ratios - The return on equity (ROE) is projected to decline from 5.2% in 2023 to 2.8% in 2024, before gradually improving to 4.2% by 2027 [4][13]. - The price-to-earnings (P/E) ratio is expected to be 32.53 in 2023, increasing to 58.96 in 2024, and then decreasing to 35.60 by 2027 [4][13].

（文章来源：证券日报） 证券日报网讯 12月15日，中航机载在互动平台回答投资者提问时表示，截至2025年12月10日，公司持 股人数为168488户。 ...

Investment Rating - Industry rating is "Recommended," indicating that the industry is expected to perform better than the benchmark index over the next 12 months [41]. Core Insights - Isostatic pressing technology is crucial for solid-state battery production, allowing precise control over key parameters such as electrode density and thickness, which enhances ionic conductivity and mechanical strength while reducing production costs [2][16]. - The report highlights the advantages of warm isostatic pressing (WIP) over cold and hot methods, particularly in terms of cost-effectiveness and higher achievable pressure, making it more suitable for solid-state battery applications [2][17]. - The report identifies key players in the isostatic pressing equipment market, with overseas companies like Quintus Technologies and Hana Technology leading, while domestic companies such as Xian Dao Intelligent and Rongqi Technology are accelerating their R&D efforts [2][36][37]. Summary by Sections 1. Isostatic Pressing Equipment - Isostatic pressing relies on Pascal's principle, ensuring uniform pressure distribution in high-pressure containers, which is essential for solid-state battery applications [2][8]. - The equipment is categorized into hot isostatic pressing (HIP), warm isostatic pressing (WIP), and cold isostatic pressing (CIP), with WIP being more suitable for solid-state batteries due to its ability to enhance ionic conductivity at lower costs [17][18]. 2. Application in Solid-State Batteries - Isostatic pressing significantly improves electrode density and reduces internal resistance, leading to enhanced battery performance [20][29]. - The technology is positioned in the middle of the solid-state battery production line, connecting the stacking machine and high-pressure formation equipment [30]. 3. Key Challenges - The report outlines challenges such as the non-continuous production cycle of isostatic pressing, which can take several minutes for pressure cycles, hindering automation in battery production lines [33]. - Cost control remains a critical issue, with the current investment per GWh for solid-state batteries being significantly higher than for liquid batteries, necessitating cost reduction strategies [33]. 4. Relevant Companies - Key international players include Quintus Technologies and Hana Technology, while domestic firms like Sichuan Lieneng and Zhonghang Jikong are making strides in the isostatic pressing equipment sector [36][37].

智通财经APP讯，中航科工(02357)发布公告，为进一步完善本集团机载产业链，增强机载产业的协同效 应，于2025年12月12日，中航机载(本公司的非全资附属公司)与航空产业投资(本公司控股股东中国航空 工业集团的非全资附属公司)签订合伙企业份额转让协议，中航机载同意购买，航空产业投资同意出售 航投誉华59.1816%的合伙权益，对价暂定为人民币 2.02亿元。 该信息由智通财经网提供 本次交易标的航投誉华已投资股权包括航空机载产业链相关产品企业。收购事项有助于完善补充本集团 航空配套系统产业链，增强与航空机载相关研究所协同效应，增强本集团航空机载产品核心竞争力。 ...

本次交易标的航投誉华已投资股权包括航空机载产业链相关产品企业。收购事项有助于完善补充本集团 航空配套系统产业链，增强与航空机载相关研究所协同效应，增强本集团航空机载产品核心竞争力。 中航科工(02357)发布公告，为进一步完善本集团机载产业链，增强机载产业的协同效应，于2025年12 月12日，中航机载（600372）(本公司的非全资附属公司)与航空产业投资(本公司控股股东中国航空工业 集团的非全资附属公司)签订合伙企业份额转让协议，中航机载同意购买，航空产业投资同意出售航投 誉华59.1816%的合伙权益，对价暂定为人民币2.02亿元。 ...