低估值与业绩增速错配，主力撤离压制估值修复

2025-03-01

中航重机当前市盈率20.24倍，低于航空装备Ⅱ行业平均水平（中信军工指数PE约92倍），但近20日主力资金净流出4.48亿元，机构减仓动作明显。尽管公司布局低空经济（如飞行汽车部件交付）和商用航天领域，但2024年三季报营收同比下滑5.56%，净利润同比降1.42%，业绩增速与政策红利预期尚未形成共振。$中航重机(600765)$

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