花旗:中集安瑞科商业航空业务快速发展 予“买入”评级 目标价9.5港元

Group 1 - The core viewpoint of the article is that CIMC Enric (03899) has outperformed the Hang Seng Index in the past month, primarily due to the rapid development of its commercial aviation business [1] - Citi has given CIMC Enric a "Buy" rating with a target price of HKD 9.5, citing the recovery of its clean energy and chemical businesses in a low-interest-rate environment [1] - According to CIMC Enric's management, the company's relevant business revenue has exceeded RMB 100 million this year, with 50% coming from overseas [1] Group 2 - The article highlights that despite the limited revenue from the commercial aviation business, it has the potential to become a fast-growing segment for CIMC Enric due to the recent release of the "Action Plan for Promoting High-Quality and Safe Development of Commercial Aerospace (2025-2027)" by the China National Space Administration [1]