政府工作报告新增航空表述且定位升级为新兴支柱产业，大飞机产业发展有望提速

Investment Rating - The industry investment rating is maintained as "Positive" [6] Core Insights - The recent government work report has elevated the status of the aviation industry to that of a "new emerging pillar industry," indicating a significant shift in national focus and importance towards aviation [8] - The "14th Five-Year Plan" emphasizes the need for scaling up production and developing a series of aircraft models, which is expected to accelerate the growth of the large aircraft industry [8] - Key areas of focus include enhancing the production capacity of the C919 aircraft and advancing the development of core systems such as the Changjiang 1000A engine and onboard equipment [8] Investment Recommendations and Targets - The report suggests that the domestic large aircraft and core system construction are likely to accelerate, with a positive outlook on aviation engines and onboard equipment core subsystems [3] - Recommended investment targets include: - AVIC Engine (航发动力, 600893, Not Rated) - AVIC Onboard Equipment (中航机载, 600372, Buy) - Jianghang Equipment (江航装备, 688586, Not Rated) - AVIC Control (航发控制, 000738, Not Rated) - AVIC Technology (航发科技, 600391, Not Rated) - Huaqin Technology (华秦科技, 688281, Buy) [3]