航天高端特种阀门
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豪能股份(603809):主业持续突破,航空航天与机器人注入新动力
NORTHEAST SECURITIES· 2026-01-13 06:50
Investment Rating - The report initiates coverage with an "Accumulate" rating for the company [3][5]. Core Insights - The company is a leading manufacturer of automotive components, particularly in synchronizers and differentials, with new products expected to ramp up production [1]. - The aerospace and robotics sectors are identified as new growth drivers, with the company having established a strong presence in these areas [2][3]. - The company has formed deep partnerships with numerous reputable domestic and international clients, enhancing its market position [1]. Financial Summary - Projected net profits for 2025, 2026, and 2027 are estimated at 360 million, 410 million, and 496 million respectively, with corresponding P/E ratios of 40x, 34x, and 28x [3]. - Revenue is expected to grow from 2,360 million in 2024 to 3,918 million in 2027, reflecting a compound annual growth rate (CAGR) of approximately 15.37% [4]. - The company's gross margin is projected to be around 34% in the coming years, with a net profit margin of approximately 12.7% by 2027 [4].
豪能股份:已与包括蓝箭航天在内的多家头部航天企业开展交流与合作 部分项目已完成项目定点
Mei Ri Jing Ji Xin Wen· 2025-12-31 10:08
每经AI快讯,12月31日,豪能股份在互动平台表示,公司航天零部件业务主要包括航天高端特种阀 门、管路、箭体结构的钣金及连接件等,可运用于商业火箭和卫星系统。目前,公司已与包括蓝箭航天 在内的多家头部航天企业开展了交流与合作,部分项目已完成项目定点。 ...