风险提示：股市有风险，投资需谨慎。 飞沃科技主营业务为高强度紧固件研发制造，产品主要应用于风电领域，同时拓展至航空航天、石油装 备等高端装备领域。公司是国家级专精特新"小巨人"企业，上半年实现营收11.65亿元，同比增长 81.42%，扣非净利润2960万元实现扭亏为盈。 公司表示风电业务订单充裕，下半年交付产能饱和。非风电业务排产较去年同期上升，航空紧固件产品 已进入国内头部企业供应链。6月与德国Heggemann公司签署战略合作协议布局航空紧固件业务。8月公 司公告已回购11.24万股用于员工股权激励计划。 飞沃科技最新股价为38.43元，较前一交易日上涨0.95%。盘中最高触及39.14元，最低38.01元，成交 2.28亿元。公司总市值28.88亿元，市盈率45.79倍。 ...

Core Viewpoint - The number of aviation industrial parks in China is projected to reach 128 in 2024, an increase of 14 parks year-on-year, driven by strong national strategic support and favorable policies [1][12]. Industry Overview - Aviation industrial parks are designated areas focused on aviation-related manufacturing, research, maintenance, and operations, created to foster industry clustering and collaboration through government incentives [1]. Industry Development History - The development of China's aviation industrial parks has progressed through three stages: 1. Initial stage (2003-2008) with only 8 parks established 2. Steady growth phase (2009-2014) with the number increasing to 44 3. Rapid growth phase (2015-present) where the number of parks has surged, averaging 10 new parks annually [3]. Industry Chain - The upstream of the aviation industrial park industry chain includes raw materials, components, and basic equipment, while the midstream focuses on operations and services, and the downstream involves airlines and maintenance companies [5]. Current Industry Status - The aviation industry is experiencing a recovery with passenger transport expected to reach 730 million in 2024, a year-on-year increase of 18.1%, and air cargo volume increasing by 22.1% [12]. Policy Support - Recent policies, such as the "General Aviation Equipment Innovation Application Implementation Plan (2024-2030)", aim to enhance the supply capacity and innovation ability of general aviation equipment by 2027, providing a three-dimensional drive for aviation industrial parks [9][11]. Industry Development Trends 1. **Technological Upgrades**: The industry is focusing on innovation-driven high-quality development, with key areas including unmanned, electric, and intelligent technologies [21]. 2. **Industry Clustering**: Aviation industrial parks are becoming core carriers for industry chain integration, with significant regional differentiation and specialization [22]. 3. **International Cooperation**: There is an increasing trend of international collaboration, with domestic companies engaging in joint ventures and technology transfers to enhance global competitiveness [23].