9月15日(周一),西锐涨超5%,截至发稿,涨5.24%,报60.2港元,成交额8511万港元。

消息方面:海通国际发布研报称,2025上半年全球通用航空市场竞争格局呈现显著集中化趋势,形成"一超一强"的鲜明特征。西锐以350架交付量、31.0%的同比增速和24.4%的市场份额持续领跑行业,尽管二季度因新机型推出导致交付周期延长出现短期波动,但其仍以200架飞机交付量与33.3%的环比增长彰显出强大的市场适应能力。该行认为,这种格局的形成得益于头部企业在研发投入、全球服务体系、供应链话语权和品牌信任度方面的综合优势,使其能够超越行业平均增速实现超额增长。
该行续指,2025年上半年,全球通用航空飞机市场呈现稳健发展态势,交付总量达到1432架,同比增长4.3%;市场规模突破12.25亿美元,同比增长9.9%,显著高于交付量增速,凸显市场价值提升的积极趋势。展望下半年,通用航空供应链不确定性正在逐步缓解,制造商产能恢复良好;市场需求仍然坚实,特别是积压订单的交付加速;传统旺季效应开始显现,市场活跃度未来有望进一步提升。
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