大行评级｜花旗：予中集安瑞科“买入”评级及目标价9.5港元 商业航空业务快速发展

Core Viewpoint - Citigroup's research report indicates that China International Marine Containers (CIMC) Anrui's stock price has outperformed the Hang Seng Index over the past month, primarily due to the rapid development of its commercial aerospace business [1] Group 1: Business Performance - CIMC Anrui's management stated that the revenue from its commercial aerospace business has exceeded 100 million yuan this year, with 50% of this revenue coming from overseas [1] - The report suggests that while the revenue from this business is currently limited, it has the potential to become a significant growth driver for CIMC Anrui following the release of the "Action Plan for Promoting High-Quality and Safe Development of Commercial Aerospace (2025-2027)" by the China National Space Administration [1] Group 2: Market Outlook - Citigroup anticipates a recovery in CIMC Anrui's clean energy and chemical businesses in a low-interest-rate environment [1] - The firm has assigned a "Buy" rating to CIMC Anrui, with a target price of 9.5 Hong Kong dollars [1]