6月16日至22日，第五十五届巴黎—布尔歇国际航空航天展览会（巴黎航展）在法国巴黎举行，来自48 个国家和地区的2500余家企业齐聚一堂，共展全球航空航天领域创新成果。70余家中国展商携创新产品 参展，业务覆盖整机制造、核心部件、先进材料、智能制造等全产业链环节，立体呈现中国航空工业的 发展水平和创新实力。 连续38年亮相巴黎航展的中国航空工业集团，此次携8个大类30项重点产品参展。在军用航空装备板 块，集中展示了战斗机、运输机、教练机、直升机、无人机及制导武器等装备，其中歼—35A系首次亮 相境外航展，"翼龙"—6、"翼龙"—10B、"旋戈"—2000等高端无人装备亦首次登上巴黎航展舞台。民用 领域聚焦应急救援体系建设，AG600大型水陆两栖飞机、"新舟"60增雨机、"翼龙"—2H应急救灾型无人 机和中法联合研制的AC352中型多用途直升机等装备备受关注。"从最初几平方米的展台到如今独立展 区的全谱系呈现，巴黎航展见证了中国航空工业从跟跑者到并跑者的跨越。"中国航空工业集团相关负 责人表示。 刚果（布）交通、民航与商船部监管与跟踪事务司司长奥比塔参观中企展台时表示，刚中航空领域合作 机制顺畅，刚果（布）此前 ...

Core Points - The 55th Paris Air Show has opened, showcasing Chinese aviation products that have garnered significant industry attention [1] - China Aviation Industry Corporation (AVIC) is exhibiting 30 key aviation products across eight categories, emphasizing collaboration and value creation [1] - The show features a full spectrum of military aviation equipment, including advanced fighter jets and drones, with the J-35A making its international debut [1] - Civil aviation displays include a comprehensive emergency rescue equipment system, highlighting various aircraft designed for firefighting and disaster relief [1] Group 1: Military Aviation - AVIC is showcasing a range of military aircraft, including the J-20, J-35A, Y-20, and Z-20, along with export products like the J-10CE [1] - The J-35A is making its first appearance at an international airshow, while the Z-9ME and Wing Loong series drones are also debuting [1] Group 2: Civil Aviation - The civil aviation segment features domestically developed emergency rescue equipment, including the AG600 amphibious firefighting aircraft and the new rain-making aircraft [1] - The AC352 medium multi-purpose helicopter, developed in collaboration with France, is also part of the civil aviation display [1] Group 3: Participation and Goals - The head of the Chinese delegation expressed hopes for mutual learning and collaboration to advance aerospace technology and benefit global communities [2] - Several private Chinese companies, such as Shaanxi Zhonghang Gas Spring Co., are also participating, showcasing their capabilities in aviation components [2] - The Paris Air Show is one of the largest and most prestigious aerospace exhibitions globally, attracting nearly 2,400 exhibitors [2]

或受此消息影响，6月16日，军工板块爆发火热行情，板块表现持续活跃。截至当日收盘，数据显示， 军工板块内共有353只个股股价上涨。个股方面，天津捷强动力装备股份有限公司、北京富吉瑞光电科 技股份有限公司股价双双"20cm"涨停，西安晨曦航空科技股份有限公司、成都运达科技股份有限公司 等多只个股跟涨。 在业内人士看来，航空航天产业是军工板块的核心方向。 国泰海通证券研究所军工行业首席分析师彭磊表示，航空航天产业需求端呈现蓬勃发展态势，国防装备 升级、新兴领域崛起、全球化市场拓展等释放强劲需求。与此同时，供给端正经历深刻变革，技术自主 创新加速突破，政策红利持续释放，产业链协同效应不断增强，产业效率与竞争力显著提升，供需两端 的良性互动正构建起行业高质量发展的新图景。 6月16日，被誉为"全球航空航天界奥林匹克"的第55届巴黎－布尔歇国际航空航天展览会（以下简称"巴 黎航展"）拉开帷幕，这是全球规模最大、最负盛名的国际航空航天展览会，我国企业集中参展，覆盖 特种材料、发动机、整机制造、航电系统等多个细分领域。 6月15日，中国航空工业集团有限公司（以下简称"中国航空工业集团"）官方公众号发文称，本届巴黎 航展，中 ...