Group 1 - Morocco's aerospace industry has transformed from an emerging sector to a global export hub, with exports reaching $2.644 billion in 2024, a more than threefold increase over the past decade [2] - The industry achieved a historical high with a 14.9% growth compared to 2023, driven by assembly operations which accounted for $1.723 billion in exports, marking a 23.6% year-on-year increase [2] - Morocco is now the leading exporter of aerospace components in Africa and ranks among the top five most dynamic countries in the global aerospace industry [2] Group 2 - Major global aerospace companies are accelerating their strategic investments in Morocco, with Boeing signing a new strategic agreement to produce structural components for the 737 MAX [3] - Several international companies, including Masterflex SE and Trelleborg, are planning new manufacturing facilities in Morocco, creating hundreds of jobs [3][4] - The Moroccan government has signed memorandums of understanding with various international firms, including Genser Aerospace from India, to produce business aircraft locally [4] Group 3 - The Moroccan aerospace manufacturing sector has an annual revenue of $2.9 billion, with 150 multinational companies operating in the country [5] - These companies have created 26,000 high-quality jobs, primarily in major industrial cities such as Casablanca, Tangier, Rabat, and Fez [5] - The availability of skilled talent, supported by institutions like the Moroccan Institute of Aviation (IMA) and the Aviation and Airport Logistics College (ISMALA), is a key factor attracting international aerospace firms [5]

成飞集成是成飞集团供应链核心企业。据悉，成飞集团是隶属中国航空工业集团公司(航空工业)的特大 型企业，集科研、生产、试验、试飞为一体的大型现代化飞机制造企业，是中国重要歼击机研制生产基 地。 值得一提的是，2023年，成飞集成新都航空产业园项目按专项计划全部实现投产，为扩大航空零部件业 务规模奠定了坚实基础。 谁在买入成飞集成？龙虎榜数据显示，成飞集成因连续三个交易日内，涨幅偏离值累计达20%，上榜龙 虎榜2次。5月9日数据显示，买卖居前营业部中，深股通累计净卖出660.64万元，证券部游资席位合计 净买入7482.03万元。5月14日数据显示，买卖居前营业部中，证券部游资席位合计净买入2.11亿元。 从股东户数来看，成飞集成5月12日在交易所互动平台中披露，截至最新（5月10日）股东户数为55776 户，较上期（4月30日）增加6532户，环比增长13.26%。 【深圳商报讯】（记者钟国斌）5月15日，成飞集成再度涨停，已连收7个涨停板。截至收盘，该股报 32.63元/股，涨幅为10.01%，换手率12.09%，成交额14.1亿元，总市值达117.05亿元。连续涨停期间， 成飞集成累计涨幅达96.21%。 ...

自印巴冲突带火军工股后，连板妖股开始出没。 成飞集成，便是其中之一。 今日，该股成功斩获七连板，股价报32.63元，创近2年新高，总市值达117.1亿元。 自五一节后，成飞集成便开启"惊天暴走"，截至到目前的8个交易日内，股价已累计暴涨近100%。 资金热炒？！ 军工股的这轮爆火，始于印巴一言不合地互掐。 从断水、空袭、交火…双方你来我往，华点却是军工现史上最强的"直播带货"。 虽然近来双方短暂停火、特朗普关税战也转向，地缘政治风险阶段性减弱，军工股陷入分歧调整。 但成飞集成的涨势依旧强势，并登上了"连板天梯"。 从龙虎榜数据来看，游资和机构资金博弈激烈。近来，上塘路、宁波桑田路、章盟主等知名游资频繁进出。 今日，国泰海通北京金融街净买入7768.54万元，章盟主净卖出3262万元。深股通专用席位买入3338.54万元，净买入1893.84万元。 整体来看，目前买入力量较强，，市场对后续走势仍持乐观态度。 不过需要注意的是，在连续涨停后，获利盘可能集中兑现，需警惕游资撤离引发的回调风险。 | 龙虎榜分析 | | | | 2025-05-15 | 7 0 | | --- | --- | --- | --- | ...