航空航天与国防行业周报：关注珠海航展

Investment Rating - The report suggests focusing on aviation manufacturers, low-altitude economy, and commercial space industry chains [14]. Core Viewpoints - The 15th China International Aviation & Aerospace Exhibition opened on November 12 in Zhuhai, Guangdong, presenting opportunities in related sectors [14]. - The overall military sector saw significant gains, with the CSI Military Index rising 12.55% and sample military stocks increasing by an average of 11.48% [15]. - The aviation sector experienced a rise of 10.97%, with notable gainers including Chengdu Leejun Industrial (up 35.51%) and Shenzhen Sunshine Laser & Electronics Technology (up 35.22%) [16]. - The aerospace sector outperformed with a 15.80% increase, led by companies like Chengdu CORPRO Technology (up 33.45%) [19]. Summary by Sector Military Sector - The military sector's performance was robust, with the CSI Military Index up 12.55% and sample military stocks averaging an 11.48% increase [15]. - Top gainers included Xi'an ChenXi Aviation Technology Corp., Ltd. (up 56.40%) and Chengdu Leejun Industrial (up 35.51%) [15]. Aviation Sector - The aviation sector rose 10.97%, with significant increases in stock prices for companies like Chengdu Leejun Industrial (up 35.51%) and Shenzhen Sunshine Laser & Electronics Technology (up 35.22%) [16]. - The overall PE ratio for the aviation sector was reported at 67.91X, with a projected PE of 49.87X for 2024 [16]. Aerospace Sector - The aerospace sector saw a 15.80% increase, with top performers including Chengdu CORPRO Technology (up 33.45%) and Beijing Unistrong Science & Technology (up 26.71%) [19]. - The overall PE ratio for the aerospace sector was 59.37X, with a projected PE of 75.94X for 2024 [19]. Shipbuilding Sector - The shipbuilding sector increased by 6.34%, with notable gainers such as Beijing Highlander Digital Technology (up 13.80%) [17]. - The overall PE ratio for the shipbuilding sector was 86.56X, with a projected PE of 58.27X for 2024 [17]. Information Technology Sector - The information technology sector rose 12.25%, with significant gains from Xi'an ChenXi Aviation Technology Corp., Ltd. (up 56.40%) and Chengdu Zhimingda Electronics (up 26.63%) [18]. - The overall PE ratio for the information technology sector was 72.95X, with a projected PE of 63.88X for 2024 [18].