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研报掘金丨国信证券:维持万丰奥威“优于大市”评级,汽车轻量化和通航飞机双轮驱动

Research Reports Insight | Guosen Securities: Maintaining Zhejiang Wanfeng Auto Wheel's "Outperform the market" rating, driven by automotive lightweighting and general aviation aircraft.

Gelonghui Finance ·  Nov 12 15:41  · Ratings

On November 12, Guosen research reports pointed out that Zhejiang Wanfeng Auto Wheel (002085.SZ) recorded a 4% sequential growth in revenue in the third quarter, opening up the low-altitude aviation economic growth space. The company's aviation manufacturing business has sufficient orders, with continuous optimization of sales business. The global private aircraft market expansion and gradual release of production capacity have led to stable overall sales of Diamond aircraft. At the same time, delivery of high value-added new models and steady improvement in after-sales service business. In the future, with the development of low-altitude economy, Diamond aircraft will continuously explore new application scenarios based on aviation school training, matching and developing domestic private flying, short-haul transport, special applications, etc. through a rich series of models, while increasing research and development of electric aircraft, eVTOL, and other new aviation vehicles to seize the new opportunities in national low-altitude economic development, jointly speeding up the layout in the low-altitude economy market with strategic partners. The company's autos lightweight and aviation dual-drive, with the focus on the increasing demand for lightweight new energy autos and the development of low-altitude aviation industry. Maintaining an "outperforming the broader market" rating.

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