【中信证券：看好商飞商发的国产替代机会】金十数据4月24日讯，中信证券研报称，商飞近期在2025年供应商大会上指出，当前，大飞机事业已全面进入规模化产业化发展新阶段。此外，C919欧盟认证有望于今年落地；近日东南亚市场就引进我国国产商用飞机方面发出积极信号。我国大飞机产业当前自给部分占比不到40%，不过我国自主生产的民用发动机已取得巨大突破。依托国内巨大的刚性需求以及海外市场的拓展潜力，预计C919大飞机的国内配套企业将受益于后续国产替代的推进，特别是为后续型号做好技术储备。随着今年以来民航业稳健复苏，国产大飞机产业料将迎来发展契机。
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