研报掘金丨华源证券：首予图南股份“买入”评级，充足在手订单或驱动业绩增长

格隆汇07-31

华源证券研报指出，图南股份第二成长曲线进入放量节点，充足在手订单或驱动业绩增长。随着全资子公司沈阳图南机械加工能力的持续建设和规模化转产，公司形成了从原材料熔炼、材料成型、热处理、机械加工到检验检测的全产业链生产流程，有助于公司扩大并深化与现有客户的合作、拓展行业市场，不断巩固提升行业优势地位。在手订单充裕+积极备货备产，未来业绩具备高能见度。长期来看我国军机无论是数量还是质量均要与美国看齐，在...

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