Group 1 - The core viewpoint of the article highlights that Xirui (02507) has seen a significant increase in delivery volume, with a year-on-year growth of 31% in the first half of the year, leading to a market share of 24.4% [1] - Xirui delivered 350 aircraft, demonstrating strong market adaptability despite a temporary fluctuation in delivery cycles due to the launch of new models, achieving a delivery volume of 200 aircraft with a quarter-on-quarter growth of 33.3% [1] - The report indicates that the global general aviation market is experiencing a notable concentration trend, characterized by a "one super, one strong" competitive landscape [1] Group 2 - In the first half of 2025, the global general aviation aircraft market is projected to show steady growth, with total deliveries reaching 1,432 units, representing a year-on-year increase of 4.3% [2] - The market size is expected to exceed $1.225 billion, reflecting a year-on-year growth of 9.9%, which is significantly higher than the delivery volume growth, indicating a positive trend in market value enhancement [2] - The uncertainty in the general aviation supply chain is gradually easing, with manufacturers recovering production capacity, and market demand remains solid, particularly with the acceleration of backlog order deliveries [2]
港股异动 | 西锐(02507)涨超3% 上半年交付量同比增长31% 机构指通用航空供应链不确定性正在逐步缓解