智通财经APP获悉,西锐(02507)涨超6%,截至发稿,涨6.45%,报36.3港元,成交额1.44亿港元。
消息面上,低空经济行业快速发展,政策端,苏州、成都、重庆等多地加速推进低空经济专项政策,同时将低空经济与新消费深度绑定,助力低空经济发展与应用落地。技术端,“彩虹-YH1000”无人物流机成功完成首飞,驼峰500HS纵列式重载无人直升机全球首发,沃兰特航空首架VE25-100电动垂直起降原型机正式下线,国产低空装备已步入量产与实用化阶段。国元证券指出,当前低空经济处于“政策完善—技术落地—场景拓展”的跃升通道,2025年有望成为规模化运行元年。
华创证券指出,西锐控股股东为中航通飞香港,截止24年末持有公司84.97%股权,中航通飞100%持有中航通飞香港,中国航空工业集团有限公司(航空工业)持有中航通飞73.39%股权,是公司实际控制人。该行指出,公司是通航飞机制造行业领军企业,代表产品常年稳居所在市场销量第一。看好公司未来发展:其一看好全球通航飞机制造前景,公司在欧美市场持续深耕;其二看好中国通航市场,潜力巨大,静待公司破题。
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