GE航空航天（股票代码：GE）今日盘中股价大幅上涨5.01%，引起了市场的广泛关注。
消息面上，航空业正经历创纪录的客运需求，而供应链混乱问题持续存在，这为GE航空航天等关键供应商带来了机遇。根据相关报道，2025年全球航空客运量已比疫情前水平高出约9.3%，且预计今年将继续增长。航空公司为应对需求，被迫延长老旧飞机的飞行时间，这推高了对发动机维护、维修及更换服务的需求。作为发动机制造领域的重要参与者，GE航空航天与赛峰集团的合资企业CFM国际公司2025年产量增加了25%，并预计每年将至少增产10%，显示出其业务的强劲增长潜力。
行业高管指出，供应链延误和瓶颈已成为“新常态”，零部件短缺导致航空公司成本上升。这种局面虽然对行业构成挑战，但也使得像GE航空航天这样的供应商在满足市场对新产品和售后服务的巨大需求中处于有利位置，从而增强了投资者对公司未来业绩的乐观预期。
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