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C919完成首次商業飛行,國產大飛機產業鏈迎來市場化發展新階段 2023年5月28日上午10時32分,中國東方航空使用中國商飛全球首架交付的C919大型客機執行MU9191航班,從上海虹橋機場起飛,12時31分抵達北京首都國際機場,順利完成這一機型全球首次商業載客飛行。飛機為164座兩艙佈局,公務艙8座,經濟艙156座。 根據東航計劃,從5月29日開始,東航首架C919大型客機將在上海虹橋—成都天府航線上實行常態化商業運行。東航作為C919的全球首發用戶,2023年將接收4架C919,後續將視實際運營情況和公司航網規劃決定引進計劃。東航計劃將C919投入上海、北京、西安、昆明、廣州、成都、深圳等地。 中國是全球第二大航空市場,未來多樣民用航空需求仍將保持高速增長。據波音的市場展望(Commercial Market Outlook),2022至2041年,中國將累計需要8485架飛機,中長期來看,中國民航市場需求旺盛。民航製造產業鏈國產化替代空間廣闊,為國內航空航天產業鏈相關優質企業提供潛在的發展機遇。 根據中國商飛公開消息, C919的訂單數量已經超1200架,雖然短期來看,C919的產能爬坡進程需要一定的時間積累,在理順供應鏈之前,C919尚難在短時間內快速提升產能,前幾年交付的飛機數量或僅介於個位數和兩位數之間。隨著供應鏈越來越成熟,2028年C919年產能有望到達三位數。 大飛機產業鏈的相關重點公司主要包括機體製造,發動機配套,機載系統,零部件和新材料領域,例如:中航西飛(000768.CH),洪都航空(600316.CH),中航重機(600765.CH),中航電子(600372.CH),中航高科(600862.CH),航發動力(600893.CH)。鑒於前期板塊經歷過一段時間的炒作,投資者可于股價回落後擇機收集。 |
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