长期动能：订单复苏与产能释放双击_老虎社区_美港股上老虎

长期动能：订单复苏与产能释放双击

牛熊狙击手
2025-03-02

2025年关联交易预算显示，公司向航空工业采购/销售金额同比提升58%/13%，印证军工景气度回暖。三季报虽营收/净利同比下滑8%/13%，但Q3营收已转正，且洛阳/华南基地投产支撑产能释放，民机互连产品打入C919供应链，AI算力需求催生液冷新增长点。当前市销率4.6倍低于五年均值，估值修复与业绩改善双击可期$中航光电(002179)$

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