Market decoding ｜ On the first trading day after the Mid -Autumn Festival, the concept of large aircraft was strong and the daily limit of Sichuan stocks

Chuanguan News reporter Tian Yan

On the first trading day after the Mid -Autumn Festival, the three major indexes of A shares became popular. As of the closing, the Shanghai Index was reported at 3263.80 points, up 0.05%; the Shenzhen Index was reported at 11923.47 points, up 0.38%; the creation index was 2550.63 points, up 0.09%.

The entire Sichuan stock sector rose slightly by 0.31%, of which Line Airlines Technology, Sichuan Shuangma, West China Energy and other individual stocks rose daily limit. Chengdu's pioneer increased by more than 7%, and Yibin's paper industry rose more than 6%.

From the perspective of the industry sector, the concept stocks of large aircraft continued to strengthen in the afternoon, and the daily limit of concept stocks such as Tongda shares and Runbei Airlines. Among Sichuan stocks, Lihang Technology closed up the rising stop at 10 am, and related concept stocks such as Hangfa Technology and Sichuan Jiuzhou also rose more than 4%.

On the morning of September 13, two C919 passenger plane flew to Beijing Capital International Airport. As early as August 1st, China COMAC announced that the domestic large aircraft C919 completed the testing of evidence collection. On August 9, the Civil Aviation Administration solicited opinions on the special conditions and exemptions of the Chinese COSCO C919 aircraft. Zhongtai Securities reported on August 28 that the C919 passenger plane has completed the most difficult and time -consuming first six links.

With the continuous advancement of the localization of the large aircraft industry in China, its investment value has gradually emerged. In terms of market space, according to the forecast of COMAC, the size of the Chinese passenger aircraft fleet will reach 9957 by 2040, accounting for 22%of the global passenger aircraft fleet, becoming the world's largest single aviation market.

The commercial use of C919 passenger planes is getting closer and closer, and the concept of domestic large aircraft on the A -share market in the recent A -share market is also hot. From the perspective of the industry, the concept of domestic large aircraft is not a short stir -fry, and its industrial investment logic is very clear.

From the perspective of the industrial chain, the industrial chain of large passenger aircraft is long and high. Zhejiang Commercial Securities pointed out in the research report that the large aircraft industry chain includes design and development, advanced manufacturing (new materials, components, body manufacturing, airborne systems, assembly integration), operation and maintenance. The current C919 supplier China Foreign capital/joint venture accounts for relatively high. In the future, the Chinese aviation manufacturing industry chain will benefit from the dual drive of "increased domestic market share+deepening of supply chain localization".

In this context, related areas and enterprises will also benefit. From the perspective of the region, as early as October 2019, the China Commercial Flying Demonstration Industrial Park, located in Shuangliu, Chengdu, was officially unveiled. It is the first domestic aviation industrial park to locate domestic commercial aircraft in large -scale operations and industrial incubation. Demonstration operations, focusing on the five major functions of aviation operations, aviation maintenance, aviation training, industrial cultivation, and comprehensive services. In November 2021, the domestic civil aircraft maintenance base was officially launched.

From the perspective of enterprises, many Sichuan companies are expected to benefit in the production industry chain of large aircraft C919. For example, on August 17th, the secretary of Sichuan Jiuzhou responded to investors' questions on the investor relationship platform that the company was a domestic first -level supplier of C919 large passenger aircraft and undertaken the development and delivery task of the C919 cabin radio system. With C919 mass production, the cabin broadcasting subsystem will be delivered in batches; and the aircraft blade blades of Hangfa Technology have won the C919 project.

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