研报掘金丨民生证券：北方导航业绩表现好于预期维持“推荐”评级

格隆汇2025-08-28

民生证券研报指出，北方导航1H25实现归母净利润1.16亿元，1H24为-0.74亿元；业绩表现好于预期。“十四五”末，公司本部交付主要产品同比增加，营收端同比大增，利润端扭亏为盈。公司是行业导航控制和弹药信息化核心供应商，产业链卡位好，并把握装备智能化/无人化发展趋势，在特种通信/数据链、连接器、智能弹药等方面积极布局深化研发，未来将形成新的成长逻辑。同时公司持续加大降本增效力度，推动提升经营...

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研报掘金丨民生证券：北方导航业绩表现好于预期 维持“推荐”评级

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研报掘金丨民生证券：北方导航业绩表现好于预期维持“推荐”评级