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政策加碼為通用航空加速發展保駕護航

事件:國家發改委近日相繼發佈了《近期推進通用航空業發展的重點任務》,《關於做好通用航空示範推廣有關工作的通知》,安排部署了培育通用航空市場、加快通用機場建設、促進產業升級、擴大低空空域開放和強化全程安全監管五大任務下的共計21 項重點工作;提出諸如“2018 年底前能夠初步形成網絡”的實施原則。

評論:我們認為,近期國家對通用航空的指導政策正逐步加碼,國內通用航空產業的發展有望提速,在“十三五”期間將迎來發展新機遇,2020年前航空器有望超過5000架。通用航空產業鏈覆蓋面廣,涉及前端材料、加工,中端發動機、航電、空管、通信,後端運營、租賃、維修維護等領域,若未來通用航空器國產化率、核心部件的研發生產取得突破,將極大的拉動經濟增長,帶動產業結構升級。港股標的可關注中航工業國際(232.HK)和中航科工(2357.HK)。

撰稿: 章晶 研究分析員
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