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Large domestic aircraft have entered the mass production and delivery stage, and the industrial chain has entered a golden period of development
① The agency pointed out that large domestic aircraft have entered the mass production and delivery stage, and are expected to enter a golden period of development from 1 to 100. ② According to estimates by Zheshang Securities, the total value of the domestic passenger aircraft market is estimated to be nearly 3 trillion yuan in 2021-2040, with a compound growth rate of over 20% and a market share of over 30%.
Guangzhou Union Airlines (300900.SZ): No arrangements to develop a complete flying vehicle
Gelonghui, May 10 | Guanglian Airlines (300900.SZ) said on the investor interactive platform that the company has now entered into business cooperation with many manufacturers and has undertaken the development of structural products from some manufacturers. The company has no plans to develop a complete flying car.
Guangzhou Union Airlines (300900.SZ): As a COMAC supplier in China, it has continued to participate in C919 and C929 R&D and manufacturing missions in recent years
Gelonghui, May 10 | Guanglian Airlines (300900.SZ) said on the investor interactive platform that the company has continued to participate in C919 and C929 R&D and manufacturing tasks in recent years as a supplier to COMAC. The company is a tooling supplier and parts supplier for the C919 aircraft, providing it with various types of composite molding tooling and some metal structural parts, such as long girders, frames, beams, reinforcements, etc. The company continues to keep up with customer needs, continuously improve the level of business capabilities, and contribute more to the development of large domestic aircraft manufacturing. For relevant information, please pay attention to the company's regular reports and related announcements.
Commercial aerospace concept stocks rallied in the afternoon. Chaojie shares rose and stopped 20CM, Shanghai Shanghai Industrial and Nanjing Panda, Tianyin Mechatronics rose more than 10%, and Aerospace Hongtu, Mengsheng Electronics, Aerospace Huanyu, Gua
Commercial aerospace concept stocks rallied in the afternoon. Chaojie shares rose and stopped 20CM, Shanghai Shanghai Industrial and Nanjing Panda, Tianyin Mechatronics rose more than 10%, and Aerospace Hongtu, Mengsheng Electronics, Aerospace Huanyu, Guanglian Airlines, and Aerospace Wei rose more than 5%.
The concept of low-altitude economy was partially restored. Guanglian Airlines rose by more than 13%, and Jianxin Co., Ltd., Nanwang Technology, and Zongheng Co., Ltd. quickly followed suit.
The concept of low-altitude economy was partially restored. Guanglian Airlines rose by more than 13%, and Jianxin Co., Ltd., Nanwang Technology, and Zongheng Co., Ltd. quickly followed suit.
Guangzhou Union Airlines (300900): Revenue increased steadily in 23 years, and the signing of drone contracts continued to break through
The company's revenue increased steadily in '23, and orders rose steadily in 24Q1. The company's 22/23/24Q1 revenue was 6.64/7.40/224 million yuan, +179.55% /+11.50 compared to the same period last year
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