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银河证券:军工央企估值仍有较大提升空间

Galaxy Securities: The valuation of military industry central enterprises still has significant room for improvement.

Breakings ·  Nov 26, 2024 00:26

Research reports from China Galaxy Securities indicate that China is exploring a valuation system with Chinese characteristics, and military industry central enterprises still have significant room for improvement. First, state-owned enterprise reform has entered a critical phase, with greater emphasis on quality and efficiency, and the operational quality of military industry central enterprises is steadily improving; secondly, the overall asset securitization rate of military industry central enterprises is relatively low, and through high-quality asset injection/split, accelerating industry chain integration and listing, and other methods to achieve value reassessment; third, the comprehensive implementation of the central enterprise market cap assessment management measures, with the 'one enterprise, one policy' assessment management approach will aid in the value reassessment of central enterprises. Recommended focus: (1) Benefiting symbols from state-owned enterprise reform for improving quality and efficiency: avic xi’an aircraft industry group, avic jonhon optronic technology, guizhou space appliance, and north navigation control technology; (2) Listed companies with 'large groups/research institutes and small platforms': glarun technology, guobang electronics, aviation material shares, aecc aero-engine control, china marine information electronics, aerospace nanhu, and aerosun corporation.

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