Workflow
【私募调研记录】华软新动力调研中航重机
600765AVICHM(600765) 证券之星·2025-04-02 00:06

Group 1 - The core viewpoint of the news is that Huashuo New Power recently conducted research on a listed company, AVIC Heavy Machinery, highlighting its financial outlook and operational stability for 2024 and 2025 [1] - AVIC Heavy Machinery's credit impairment in 2024 is primarily due to historical price adjustments for engine sector clients, which will be fully absorbed in 2024 and will not significantly impact performance in 2025 and beyond [1] - The company's revenue target for 2025 is set at 11.5 billion yuan, with a total profit of 1.3 billion yuan, indicating stable demand and normal production organization in the first quarter [1] - The revenue from domestic large aircraft and international outsourcing business is expected to exceed 1 billion yuan in 2024, with the C919 forging component supply ratio reaching 40% [1] - AVIC Heavy Machinery aims to increase the proportion of commercial aviation and civil industries by 2025, and the integration of Anji Company is expected to strengthen its leading position and core competitiveness in the aviation forging sector [1] Group 2 - Huashuo New Power Asset Management Co., Ltd. is a well-known private equity firm with a registered capital of 60 million yuan, headquartered in Beijing [2] - The company is a joint initiative between a team and Jinling Huashuo Investment Group, which is the controlling shareholder of the listed company Tianma Chemical [2] - Huashuo New Power focuses on becoming a leading multi-asset and multi-strategy asset management institution in China's trading financial market, employing a robust configuration of fund products to provide low-risk and attractive investment returns [2]