智通财经APP获悉，西锐(02507)早盘涨超9%，截至发稿，涨6.57%，报40.55港元，成交额2.24亿港元。
华创证券指出，2023年通用航空飞机交付市场共计3050架新飞机，价值约234亿美元。北美是通用航空飞机最大市场，亚太地区增速较快；全球通用飞机制造商包括中航工业旗下西锐、Textron、万丰奥威旗下钻石飞机。三家公司占比达到52%。据悉，西锐旗下两条飞机产品线(即SR2X系列及愿景喷气机系列)已成功确立自驾飞机的行业标准，目前已在60多个国家获得认证及验证。
该行指出，美国是全球最大的通航市场，且因私消费是主力军，亦是公司主力市场；而我国通航市场较美国差距大，但差距即潜力。2月24号，我国《民航法》修订草案，“促进通用航空和低空经济发展”是亮点。该行认为或意味着公司未来在国内市场具备拓展机遇。公司目前对应Wind一致预期17倍PE，低于A股市场低空经济板块估值，建议关注。
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