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新兴产业行业研究周报:航空气象需求凸显 持续关注行业龙头纳睿雷达!

Group 1 - The accuracy of aviation meteorological forecasts is crucial for ensuring the safety and efficiency of civil aviation operations, but there are significant issues such as insufficient detection data, weak technical support, and inadequate talent development [1] - In 2023, the proportion of flight irregularities due to weather reached 60.42%, highlighting the urgent need to improve aviation meteorological forecast accuracy [1] - Current aviation meteorological detection equipment and layout have notable shortcomings, particularly in monitoring convective weather at busy airports, with a lag in weather radar construction [1] Group 2 - To enhance aviation meteorological forecast accuracy, improvements are needed in data construction, technical capability optimization, and talent cultivation [2] - Recommendations include accelerating the construction of aviation meteorological detection systems, enhancing radar layouts, and promoting data sharing across the industry [2] - The development of radar technology and information sharing is key to improving aviation meteorological forecast accuracy, with a focus on the collaborative development of technology and talent [2] Group 3 - Recommended company: Nairui Radar, which has developed all-polarization multifunctional phased array radar technology with potential in air traffic control and airport sectors [3] - Core products include C-band dual-polarization radar and Ku-band radar, with low-altitude radar products featuring high spatial-temporal resolution and multi-target tracking capabilities [3] - The company is benefiting from the trend of domestic air traffic control equipment and has strengthened its chip-level design capabilities through acquisitions, positioning itself for optimistic long-term growth [3]