Core Viewpoint - GE Aerospace forecasts annual profit exceeding estimates, driven by robust demand for high-margin aftermarket parts and services as airlines are expected to prioritize maintenance spending due to aircraft supply constraints [1] Group 1 - Strong demand for aftermarket parts and services is a key driver of profit growth for GE Aerospace [1] - Airlines are likely to increase maintenance spending in response to ongoing aircraft supply constraints [1]

南财智讯1月22日电，航天智装在投资者关系活动中表示，公司子公司轩宇空间研发的微系统产品在高 可靠抗辐照加固设计方面具有较强优势，多款高等级抗辐照类处理器、存储器产品已实现市场应用；控 制系统核心部组件产品具备轻小型化、高集成和高性能特点，已在商业航天等领域推广应用，并具备产 业化大规模研制基础。 ...

Group 1 - GE Aerospace is set to release its fourth-quarter earnings on January 22, with expected earnings of $1.43 per share, an increase from $1.32 per share in the same period last year [1] - The consensus estimate for GE Aerospace's quarterly revenue is $11.21 billion, up from $9.88 billion reported last year [1] - GE Aerospace announced a deal with Delta Air Lines for GEnx engines to power 30 new Boeing 787-10s, which includes options for 30 more aircraft and long-term service support [2] Group 2 - UBS analyst maintained a Buy rating and raised the price target from $366 to $368 [4] - Citigroup analyst maintained a Buy rating but cut the price target from $386 to $378 [4] - Susquehanna analyst initiated coverage with a Positive rating and a price target of $386 [4] - B of A Securities analyst maintained a Buy rating and raised the price target from $310 to $365 [4] - JP Morgan analyst maintained an Overweight rating and raised the price target from $275 to $325 [4]

Core Viewpoint - The commercial aerospace sector is experiencing a strong rebound, with the Aerospace ETF (159227) rising by 3.96% today and a cumulative increase of 53.64% since its launch in May last year, driven by various factors including global competition for space resources, supportive policies, technology advancements, and financing support [1][3]. Group 1: Market Performance - The Aerospace ETF (159227), the largest in its category, has seen a net inflow of 1.2 billion yuan during the recent 10 trading days despite a market correction [3]. - The ETF's index aligns closely with the "integrated aerospace" strategic direction, focusing on military aerospace capabilities, with a high weight of 98.2% in defense and military sectors, and 63% in aerospace equipment [5]. Group 2: Key Developments - Elon Musk is actively advancing SpaceX's IPO plan, aiming for completion by July this year [3]. - Five core companies in commercial aerospace are making progress towards becoming the "first commercial aerospace stock," with recent updates on their IPO applications [3]. - The first offshore liquid rocket launch and recovery test platform in China is set to be operational [5]. Group 3: Industry Growth - In 2025, China's commercial aerospace sector is projected to complete 50 launches, accounting for 54% of the total national space launches, with 311 commercial satellites entering orbit, representing 84% of the total [5]. - The establishment of a Commercial Aerospace Department by the National Space Administration by the end of 2025 will integrate commercial aerospace into the national development framework [6]. Group 4: Technological Advancements - Significant progress has been made in reusable rocket technology, with successful test flights of the Zhuque-3 and Long March 12甲 rockets in 2025 [6]. - China has applied for frequency resources for 203,000 low-orbit satellites, with a goal to complete 10% deployment within seven years [8]. Group 5: Capital Market Dynamics - The introduction of the fifth set of listing standards on the Sci-Tech Innovation Board has opened financing avenues for unprofitable rocket companies, with several preparing for IPOs [9]. Group 6: Application and Commercialization - Satellite communication technologies are being commercialized, enabling direct satellite connections for mobile phones and high-speed internet services on aircraft [10]. - The industry is expected to see a surge in the number of reusable rockets, with around 10 models anticipated to be ready for test flights by 2026, which will help reduce launch costs and meet the increasing demand for satellite launches [10].

Group 1 - Boeing is viewed as a cash flow story rather than an earnings story, with strong cash flow being highlighted as a key reason to hold the stock [1] - The stock is considered to have bottomed out, with a positive outlook following a strong last quarter, despite previous sell-offs [2] - Boeing is a significant position in the Charitable Trust, with a year-to-date increase of 14% [1][2] Group 2 - The company designs and builds commercial aircraft, defense systems, satellites, and space technologies, along with providing related support and service solutions [2] - There is a belief that the current leadership under Kelly Ortberg is effectively steering the company towards recovery and growth [2]

Falcon 9 launches 25 @Starlink satellites from California https://t.co/Vs89VYvUqy ...

Group 1 - The A-share index experienced a pullback after an initial rise, with all three major indices closing in the red, and the ChiNext index briefly rising by nearly 1.3% in the morning session [1] - The major sectors that saw declines included non-ferrous metals, semiconductor chips, and the power grid, with nearly 1,900 stocks in the Shanghai, Shenzhen, and Beijing markets declining [1] - The Shanghai Composite Index closed at 4,113.75, down 0.08%, with 1,393 gainers and 871 losers, while the Shenzhen Component Index fell 0.14% to 14,235.17, with 1,833 gainers and 992 losers [2] Group 2 - The large aircraft concept stocks continued to rise, with Hangfa Technology achieving a four-day streak of gains, and several other companies like Runbei Aerospace and Triangle Defense seeing significant increases [2] - According to Dongfang Securities, the C919 aircraft has completed domestic transportation for hundreds of thousands of passengers, indicating sufficient market validation, and the acceleration of international certification is expected to enhance China's global positioning in large aircraft [2] - The photovoltaic sector showed strong performance, particularly in the space photovoltaic segment, with JunDa Co. hitting the daily limit, and several other companies following suit [3] - A report from Shenwan Hongyuan indicated that China has submitted applications for over 200,000 satellite constellations, marking a new phase in the large-scale deployment of commercial space, which will directly drive long-term demand for space photovoltaics [3]

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.GE Aerospace ( GE ) has been one of my favorite aerospace stocks. However, in October I downgraded the stock from buy to hold as the company’s stock price showed overvaluation against expected earningsDhierin-Perkash Bechai is an aerospace, defense ...

Core Viewpoint - GE Aerospace's earnings must exceed mere stock price increases for bullish investors to regain confidence [1] Group 1 - The company is facing pressure to deliver strong earnings results that can sustain investor interest and confidence [1] - There is a need for GE Aerospace to demonstrate consistent performance beyond short-term stock price fluctuations [1] - The current market sentiment indicates that investors are looking for more substantial evidence of growth and profitability [1]

If you want full access to all our reports, data, and investing ideas, join The Aerospace Forum , the #1 aerospace, defense, and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Boeing (NYSE: BA ) stock has gained 1.9% since my last report , outperforming the S&P 500. This report, however, does not serve to highlight the stock performance but discusses the December orders and deliveries as theDhierin-Perkash Bechai is an ...