中国航空装备亮相巴黎航展 A股军工板块乘势而起

Group 1 - The 55th Paris Air Show, known as the "Olympics of the global aerospace industry," commenced on June 16, showcasing a wide range of Chinese enterprises in various sectors including special materials, engines, complete aircraft manufacturing, and avionics systems [1] - China Aviation Industry Corporation (AVIC) highlighted its "20" series equipment, focusing on military trade and emergency rescue equipment systems, demonstrating recent achievements in aviation equipment construction [1] - Key military aviation exhibits included models of J-20, J-35A, J-10CE, Y-20, Z-20, and Z-10ME, showcasing AVIC's capability for systematic output to international markets [1] Group 2 - In the civil aviation sector, AVIC presented achievements in emergency rescue, meteorological support, and aerial sightseeing, including the "Xinzou" 60 rain-making aircraft and the "Wing Loong"-2H emergency rescue drone [2] - The Commercial Aircraft Corporation of China (COMAC) displayed the C919 passenger aircraft and revealed updates on the CR929 wide-body aircraft [2] - Following the news from the airshow, the military industry sector experienced a surge, with 353 stocks rising, including notable gains from Tianjin Jieqiang Power Equipment Co., Ltd. and Beijing Fujirui Optoelectronic Technology Co., Ltd. [2] Group 3 - The aerospace industry is viewed as a core direction for the military sector, with strong demand driven by defense equipment upgrades, emerging fields, and global market expansion [3] - Analysts noted that the supply side is undergoing profound changes, with accelerated technological innovation and continuous policy benefits enhancing industry efficiency and competitiveness [3] - The capital market's growing interest in the military industry is significantly driving the sector's performance, with themes like low-altitude economy, commercial aerospace, and military intelligence expected to remain active [3]