航空装备II行业事件点评报告：波音上调新飞机交付预测，C919交付稳步推进

Investment Rating - The industry investment rating is Neutral (maintained) [1] Core Viewpoints - Boeing has raised its forecast for new jet deliveries over the next 20 years by 3%, reaching 43,975 aircraft, with single-aisle aircraft accounting for 33,380 units, representing 76% of the forecasted demand [1] - Both Boeing and Airbus have optimistic views on the future of the aviation industry, expecting the global aircraft count to double by 2043 compared to 2023 [1] - The C919 delivery pace is steady, with production capacity being enhanced, while the C929 enters a critical R&D phase [1] - Shanghai has released policies to support the development of the large aircraft industry chain, aiming to add over 60 key enterprises by 2026 and achieve an investment of over 70 billion yuan [1] - The report suggests that related companies will benefit from the optimistic aviation industry outlook and supportive policies [1] Summary by Sections Recent Industry Performance - The absolute return over the past 12 months is -18.24%, with relative returns of -8.24% [1] Key Events - The delivery of 100 C919 aircraft by Eastern Airlines has begun [2] Investment Recommendations - Companies to watch include AVIC Xi'an Aircraft Industry, AVIC Shenyang Aircraft Corporation, AVIC Electromechanical Systems, AVIC Heavy Machinery, Triangular Defense, Aero Engine Corporation of China, and others [1]