智通财经APP获悉,西锐(02507)早盘涨超11%,截至发稿,涨6.95%,报33.1港元,成交额1.85亿港元。
消息面上,3月10日,港股通标的名单迎来新一轮调整,西锐获纳入港股通名单。此外,根据GAMA发布的报告显示,2024年全球飞机出货量稳中有升至3162架。其中,西锐的飞机交付量同比上升3.25%至731架,交付总值同比增长10.23%至10.3亿美元。据悉,西锐飞机目前为中航工业集团实际控制。
华创证券近期指出,《民航法》修订草案中“促进通用航空和低空经济发展”是亮点,包括空域管理章节中明确提出兼顾低空经济发展需要;通用航空章节中明确提出国家鼓励发展通用航空,加快构建通用航空基础设施网络,培育通用航空市场。畅想2027,预计通航市场或存在约1500-2000架通航飞机新增需求。该行指出,全球通用飞机制造商包括西锐飞机、Textron、钻石飞机,三家公司占比达到52%,行业相对集中。
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