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Founder Securities: The inventory of the military industry sector has gradually bottomed out, and the pace of subsequent developments still needs to pay attention to order placement.
The military industry sector inventory has gradually bottomed out, and the industry will open a new round of inventory cycle with the subsequent order issuance, the full industry chain recovery is imminent.
China Airlines Xifei: Report for the third quarter of 2024
Express News | Avic Xian Aircraft Industry Q3 Net Profit up 20.2% Y/Y
Avic Xi'an Aircraft Industry Group (000768.SZ): The C919 project has entered a rapid growth delivery phase.
Avic Xi'an Aircraft Industry Group (000768.SZ) stated in an investor relations event on October 24th that the C919 project has entered a period of rapid delivery growth. As a supplier of C919 airframe structures, the company undertakes the manufacturing tasks of C919 outer wing boxes, center fuselage (including central wings), and other components. In response to customer demands, the company has detailed plans for internal production capacity matching, phased capacity enhancements benchmarked against Commercial Aircraft Corporation of China (COMAC) requirements, ensuring high-quality and on-time product delivery to support COMAC in meeting the orders and operational needs of end users.
"Top fund" Li Xiaoxing's third-quarter holdings disclosure! Contemporary Amperex Technology (300750.SZ) reemerges as the top holding stock, with uncertainties in new energy overseas gradually improving.
On October 24th, 'top-tier' fund manager Li Xiaoxing released the third quarter report of the Yinhua Heart Good two-year holding period fund with the largest managed assets.
Avic Xi’an Aircraft Industry Group (000768.SZ): has the capability to develop large and medium-sized manned or unmanned aircraft.
AVIC Xi'an Aircraft Industry Group (000768.SZ) stated on the investor interaction platform on October 18 that the company attaches great importance to the technological development and technical reserves of low-altitude economy and unmanned aerial technology. Based on the product development lineage, a digital manufacturing technology system for aircraft development has been constructed, covering multiple disciplines such as process design, machinery processing, plastic forming, composite component manufacturing, structural assembly, special assembly, flight test, etc. It has made breakthroughs in digital docking, digital measurement, precise manufacturing of aviation aluminum alloy components, CNC shot peening forming, and strengthening among many other key technologies, possessing the capability to develop large and medium-sized manned/unmanned aerial vehicles.