港股异动 | 西锐(02507)盘中涨超7%再破顶 低空经济行业蓄势待发 私人航空市场有望迎来快速发展

智通财经
Aug 11, 2025

智通财经APP获悉,西锐(02507)盘中涨超7%,高见55.8港元再创历史新高。截至发稿,涨4.8%,报54.55港元,成交额1.66亿港元。

消息面上,7月23日,沃兰特航空与泰国泛太平洋有限责任公司(Pan Pacific),中国航空技术国际工程有限公司在签署了三方合作协议,Pan Pacific向沃兰特采购500架VE25-100天行eVTOL。该订单总金额达17.5亿美金,国内 eVTOL订单再创新高。东北证券认为,低空经济产业处于“政策+新产品商业化进程加速”双共振期,行业蓄势待发,值得重视。

海通国际发布研报称,西锐凭借SR2X系列单引擎活塞飞机和愿景喷气机两大核心产品线,构建了覆盖中低端至高端市场的完整产品体系。该行认为,随着高净值人群数量增加、区域市场扩展、技术创新提升飞行体验以及政策支持促进行业发展,私人航空市场有望迎来快速发展。华创证券则表示,预计西锐2025年业绩保持30%+增速,对应当前PE仅12倍出头,明显低于可比公司。

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