@耕谷社:
航空發(fa)(fa)動(dong)(dong)機進入(ru)批產(chan)加(jia)速拐點 產(chan)業(ye)(ye)鏈整(zheng)(zheng)體(ti)有(you)望在十(shi)年(nian)(nian)周(zhou)期(qi)(qi)維(wei)(wei)持(chi)高增(zeng) 航空發(fa)(fa)動(dong)(dong)機產(chan)業(ye)(ye)鏈為國防軍工板(ban)塊持(chi)續性最強的(de)賽道之(zhi)一,預計(ji)產(chan)業(ye)(ye)鏈整(zheng)(zheng)體(ti)有(you)望在十(shi)年(nian)(nian)周(zhou)期(qi)(qi)維(wei)(wei)持(chi)高增(zeng)長狀態(tai)。在現(xian)有(you)“十(shi)四(si)五(wu)”已批產(chan)型號發(fa)(fa)動(dong)(dong)機提(ti)(ti)供業(ye)(ye)績基礎支撐的(de)基礎上,預計(ji)新(xin)型號+維(wei)(wei)修替換為板(ban)塊中遠期(qi)(qi)提(ti)(ti)供業(ye)(ye)績增(zeng)量空間。建議關注(zhu):航發(fa)(fa)
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