The China International Airlines Expo (referred to as "China Air Show") kicked off in Zhuhai, Guangdong.The current air show lasts for 6 days. A total of 1022 companies from 47 countries and regions participated in the conference. The number of exhibitors increased by more than 38%compared with the previous session, and the number of overseas exhibitors increased by 104%.
At the opening ceremony, the Chinese Air Force Commander Chang Ding Qiu Qianqiu Air Force said that the Chinese Air Force is looking for the sky and the sky.The offensive and defensive and fighting all the way, the Chinese Air Force is willing to work with the world to resolutely defend fairness and justice, firmly maintain regional security and world peace, and jointly protect the destiny of human beings and the sky.
After the opening ceremony, a variety of major aerospace engineering and defense equipment such as the J-35A, J-15T, Rainbow-9 mid-high-altitude long-space drone, etc.The first appearance.The agency believes that the intensive appearance of related equipment will further strengthen the markets expectations for improving the marginal improvement of the orders of the downstream demand for military industry.
In addition, at this years China Air Show, signed C929 with China Commercial Aircraft Co., Ltd.The first user framework agreement of the passenger plane intended to become the worlds first user in the world to become a C929 wide -body passenger aircraft.The C929 wide -body passenger aircraft level is 280, with a range of 12,000 kilometers. Preliminary design is being carried out.
The scale of the exhibition will reach a new high
As one of the five major air shows in the world, this year China ChinaThe scale of the air show exhibition has reached a record high, and the air show space has increased from the last 100,000 square meters to 450,000 square meters. This current air show has attracted 1022 companies in 47 countries and regions to participate in the exhibition.Russia, France, the United States, Saudi Arabia, and Italy participated in the exhibition.The number of overseas exhibitors increased from 78 of the previous air shows to about 159, an increase of 104%.
It is understood that this years air show exhibits cover the "land, sea, air, sky, electricity, network" in all aspects to show the innovative achievements in the field of aerospace and national defense in all aspects.
Colonel Niu Wenbo, the Installation Comprehensive Planning Bureau, introduced that this air show will be selected for 36 equipment to participate in air flight display and ground static display, Multi-dimensional, systematic, and close-up display of the phased results of the equipment construction of Air Force equipment, and will display new types of equipment such as the medium-sized stealth multi-purpose fighter J-35A, Red-19-air missile weapon system, and new type of droneEssence
At the same time, this year is the first year of the low -altitude economy. For the first time, this air show opened the drone unmanned ship demonstration area (Doumen Lianzhou), with an area of about 330,000 square meters.
In the drone demonstration area, Xiaopeng Huitian, Sichuan Tengshun, United Aircraft Group and other companies will perform flight performances.Among them, Xiaopeng Huitians "Land Airlines" will first demonstrate the whole process of the global demonstration operation; Joint Aircraft Group brings the plateau, high -speed, and large -load TD550 unmanned helicopters that can take off and land in high altitude areas.
The first appearance of the major power of the country
Medium-sized stealth multi-purpose fighter J-35A, navy heavy carrier-based fighter jetsThe J-15T, Rainbow-9 mid-high-altitude long-space drone ... The first debut of a large number of major power heavy weapons is the brightest label of the current China Air Show.
In the view of Wu Jiwei, a spokesperson for China Aviation Industry Group, the two new-generation stealth fighters independently developed by China-J-20S and J-35A for the first time and appeared on the same stage.It is one of the biggest highlights and highlights of the current China Air Show.This marks our country and will become the second country in the world to equip two stealth fighters at the same time.
In the past few weeks, the J-35A has long been a star sought after.Wang Yongqing, chief expert and director of the Science and Technology Commission of China Aviation Industry Group, said in an interview with the media that the J-35A is a deterrent and important national weapon.The key nodes in it support our future war."I regard it as a guards on the basketball court." Wang Yongqing metaphors.
and the appearance of the J-15T means that the Chinese Navy appeared at the Chinese Air Show for the first time.As the core weapon and equipment of the aircraft carrier formation, and the important force of the Chinese Navys aviation, it enjoys the reputation of "ejaculation shark". This model introduces the electromagnetic ejection system, which means that the carrier -based aircraft can bear greater power when taking off and the ship, and gain more.High take -off speed and greater take -off weight, higher combat efficiency.
These military equipment "stars" are only a small part of the "Global Development and China First Exhibition" of this air show.At this current air show, the Chinese Air Force first exhibited car tactical laser weapons, Red-19-air missile weapon systems, CM-98 stealth multi-purpose missiles, CM-502X Single Single Soldiers Touring missile missiles, China Weapon Industry Group Co., Ltd.s SH16A 155mm new -generation artillery waiting is the first public exhibition.
Dynamic display is wonderful.Its wonderful.
For the first time at this air show, it creates a new pattern of "air, sky, sea, and land".The flight performance is even more exciting. The Russian "Warriors" flight performance team and the Chinese Air Force "August 1" and "Red Eagle" flight performance team will compete on the same stage.The Chinese Air Force Fighter J-35-A, J-20, J-10, Education -10, Yun-20, etc., Chinese Army Nao 20, Wu Zhi 10, Zhi-8 Width, etc., Chinese Navy straight, straight-8 width, J-15 TWait for a flight display.
Driven drone unmanned ship demonstration panoramic presentation. At present, more than 100 unmanned equipment industry chains have participated in the exhibition.Huitians "land aircraft carrier" drone will realize the "first show" of manned flying worldwide. The series of drone ships on the scene of self -navigation, autonomous obstacles, and surround investigations.
The dynamic demonstration of ground equipment is even more shocking. China Weapon Industry Group and China Weapons and Equipment Group will send improved VT4 heavy tanks, VN1G wheel armored vehicles and other new land equipment for systematization and.Intelligent dynamic demonstration shows the latest achievements of Chinese weapons and equipment from mechanization to information and intelligent development.
AVIC Securities team said that a variety of major aerospace projects and defense equipment debut at the Zhuhai Air Show, which fully shows that many new models of aerospace weapons and equipment in my country are still being developed. Putting on the ground and shaped production will further strengthen the markets expectations for improving the marginal improvement of the orders for the downstream demand for military industry.
The capital market is high
The enthusiasm of the entire market has been ignited.Last week, the Shenwan National Defense Army Index increased by 12.23%, and the overall increase in the industry ranked second among the 31 industries in Shenwan.The weekly trading volume reached 456.773 billion yuan, an increase of 29.17%month -on -month, a record high again.However, on the market today, the military sector entered a callback, and as of the afternoon closing, it fell more than 2%.
Reunion market, the enthusiasm of funds for individual stocks for military industry sectors is not limited to popular tracks such as commercial aerospace and low-altitude economy, including AVIC ShenshenMilitary workers weights, such as Fei, Airlines, AVIC Electric Test (Chengfei), Hongdu Air, etc., have also increased their daily limit.In the middle of last week, AVIC Shen Fei (600760), a continuous daily limit, issued an announcement in which the transaction risk was confirmed to confirm that Shenyang Aircraft Industry (Group) Co., Ltd. participated in the development of the F-35A.
AVIC Securities and Workers Team believes that in recent years, there have been many major aerospace engineering and defense equipment for the first time at the Zhuhai Air Show, which fully shows that many new models of aerospace weapons in my country have Equipment is still continuously developing landing and shaped production. On the other hand, it also shows that the "major military industry" tracks represented by low -altitude economy and commercial aerospace are being developed steadily. It is expected to continue to increase the attention of the capital market for the military industry.
AVIC Securities and Workers Team further stated that at this air show, it will continue to gather the markets attention to the following four directions:
No. 1First, further enhance the markets attention to the improvement of the performance margin of the performance of the aircraft carriers.Second, further enhance the markets attention to the "major military" tracks such as low -altitude economy and commercial aerospace.Third, further enhance the attention of listed companies in military trade.Fourth, further enhance the attention of new areas such as informatization, intelligence, and unmanned.
However, referringVolatility risk.
Responsible editor: Peng Bo
School countermeasures: Yang Shuxin
