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研报掘金丨山西证券:维持内蒙一机“增持-A”评级,打造空地一体无人作战标杆企业

Research Reports to explore opportunities丨Shanxi: Maintains Inner Mongolia First Machinery Group "Shareholding-A" rating, aiming to build a benchmark enterprise for unmanned operations in air and land.

Gelonghui Finance ·  Dec 11 14:52  · Ratings

On December 11, Gelonghui reported that Shanxi Research Reports pointed out that Inner Mongolia First Machinery Group (600967.SH) plans to invest 0.1836 billion yuan of its own funds. After this capital increase is completed, the company will hold 4.27% equity in Aisheng Group, and together with the actual controller China North Industries Group Corporation and concerted parties, will hold a total of 52.15% equity in the target company. Aisheng Group is one of the earliest units in the country engaged in the research and production of Drone systems, possessing excellent technology and innovation capabilities. At the same time, Aisheng Group has been laying out military trade business for many years, leveraging its technological advantages and market competitiveness in the Drone field, making military trade an important component of its economic growth. Inner Mongolia First Machinery Group’s participation in Aisheng Group is beneficial for deepening the company's ground equipment and Drone intelligent application integration, promoting the research of air-ground coordinated combat systems, establishing effective paths for technological innovation breakthroughs, and accelerating the company's transformation from traditional Industrial Machinery to informatization, unmanned operation, and intelligence. This will provide strategic support for building a new generation of unmanned combat systems and enhancing combat effectiveness, and in the future, it can bring corresponding growth space to the company's ground equipment products. Maintain a 'Shareholding-A' rating.

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