据外媒10月8日消息，欧洲飞机制造商空中客车(Airbus)A320系列飞机累计交付量已超过波音737系列，成为史上交付量最多的喷气客 机。 A320空客官网 据路透社报道，2025年10月7日，沙特纳斯航空公司迎来了空客A320neo的交付。A320系列自1988年投入服务以来的累计交付量也就此达 到12260架，超越了波音长期保持的纪录(12214架)。 尤其是2019至2025年间，波音遭遇了737MAX两起致命坠机事故，随之而来的停飞、产能危机以及质量问题，导致其失去了大量市场份 额。 随后，波音737系列受到美国FAA监管及限产至每月38架。 尽管后续，波音系列的产量限制可能会放宽，但空客已经在这一进程中抓住了机遇，稳步将其在全球窄体机市场中的份额提升至约 62%。 这一里程碑反映出窄体机市场长期的激烈竞争：过去数十年，空客与波音在这一最繁忙的细分市场持续角力，双方合计已交付逾25000架 窄体客机。 空客在年度交付总量上已领先，并通过瞄准廉价航空市场与扩张全球产能，逐步巩固市场地位。 空客的A320项目始于1984年，并于1987年完成首飞。空客当年在主流客机上率先引入"线传飞控"电子控制技术。 ...

Group 1: Defense Spending and Market Context - China's defense spending for 2025 is projected to be 1,784.7 billion yuan, reflecting a year-on-year increase of 7.2%[2] - The defense budget has shown a consistent single-digit growth for ten consecutive years from 2016 to 2025[13] - The recent military conflict between India and Pakistan has heightened the focus on defense construction and military-related industries[2] Group 2: Aircraft Industry Insights - The C919 aircraft has over 1,400 orders, with an estimated order value exceeding 1 trillion yuan, scheduled for delivery between 2024 and 2031[42] - The value distribution in aircraft manufacturing shows that the airframe accounts for approximately 30%-35%, engines for 20%-25%, and onboard equipment for 25%-30%[29] - Global passenger turnover is expected to grow at an annual rate of 3.75%, with the global fleet projected to reach 48,931 aircraft by 2043, doubling from 24,077 in 2023[45] Group 3: Market Performance and Valuation - The median price-to-earnings (P/E) ratio for the new energy sector has increased by 7.72% to 37.6X[54] - The median P/E ratio for the electronic equipment sector rose from 55.1X to 56.0X, with the total market value increasing from 131.42 billion yuan to 139.8 billion yuan[57] - The median P/E ratio for the machinery sector increased from 55.8X to 58.7X, with total market value rising from 95.8 billion yuan to 102.28 billion yuan[63] Group 4: Notable Companies and Stock Performance - Among the top performers, Qifeng Precision saw a stock increase of 79.25%, followed by Huiwei Intelligent at 41.00% and Laisai Laser at 26.30%[49] - A total of 133 out of 146 companies in the North Exchange technology growth sector experienced stock price increases, with a median increase of 5.69%[49]