MRO行业新闻跟踪点评报告：2024年6月全球MRO重点新闻梳理

Investment Rating - The industry investment rating is "Overweight," indicating that the industry index is expected to outperform the market by more than 5% in the next six months [12]. Core Insights - JD Industrial has won the bid to become a platform supplier for MRO services for China National Railway Group, showcasing its supply chain capabilities [1][3]. - GE Aerospace is investing approximately $82 million to expand its MRO services in Brazil, addressing the growing demand for engine maintenance [1][4]. - Verusen is integrating machine learning into MRO inventory and logistics management, targeting large asset-intensive industries, with the mining equipment spare parts market reaching $140 billion in 2023 [2][5]. Summary by Sections Section 1: Key Industry News - JD Industrial won the bid for the MRO platform supplier project for China National Railway Group, covering 137 specialized products across 27 categories with strict delivery timelines [1][3]. - GE Aerospace plans to enhance its MRO capabilities in Brazil with an investment of $82 million, aiming to meet the increasing demand for engine services [1][4]. - Verusen is applying machine learning to optimize MRO inventory and logistics, particularly in the oil and gas and mining sectors, with a focus on cost reduction and efficiency [2][5]. Section 2: Company Developments - Zhenkunxing successfully bid for COFCO's office supplies and MRO centralized procurement project, becoming the only e-commerce platform to cover all categories for COFCO [1][5]. - Honeywell launched AI-supported software solutions to help the aerospace sector reduce costs and improve efficiency in MRO operations [1][3].