航发和燃机行业跟踪报告 | 为什么当下时间点要关注两机产业链?【广发机械】

广发机械
Sep 22

报告作者:代川 孙柏阳 王宁对外发布时间:2025年6月30日注:仅供广发证券客户参考,未经许可请勿转发!核心观点海外制裁,国产化迫在眉睫。近期波音787坠机事件引发市场对于大飞机产业链的关注,在当前贸易战的背景下,根据中央广电总台引用的纽约时报消息,美国暂停LEAP-1C发动机对华出口,大飞机及航发产业链国产化势在必行。航发是典型的全球分工制造体系,逆全球化导致行业模式从过去global for...

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