通用航空ETF(563320)盘中成交额超2700万元居同标的第一,机构:下半年通用航空行业预计将保持稳健增长
2 1 Shi Ji Jing Ji Bao Dao·2025-12-23 06:55

Core Viewpoint - The aviation industry is experiencing fluctuations, with the general aviation theme index declining by 3.77% as of the report date, indicating a challenging market environment for related stocks [1] Industry Summary - The Shanghai Composite Index experienced a pullback, while the China General Aviation Theme Index saw a significant drop, with key stocks like Tianyin Electric falling over 10% [1] - The General Aviation ETF (563320) closely tracks the China General Aviation Theme Index, which includes 50 companies involved in aviation materials, aircraft manufacturing, infrastructure, operations, and applications, reflecting the overall performance of the sector [1] Investment Insights - Haitong International forecasts steady growth in the general aviation industry in the second half of the year, driven by supply chain improvements and the traditional peak season [1] - Three key investment directions are recommended: 1. Opportunities for leading companies to increase market share 2. Value opportunities from the rising proportion of high-end models, particularly in demand for turbine and special mission aircraft 3. Innovation opportunities arising from new technology applications, including the industrialization of electric vertical takeoff and landing (eVTOL) and hybrid power technologies [1]