The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for aircraft lightning protection by geography and historical trend. The scope of the report extends to sizing of the aircraft lightning protection market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for aircraft ignition system by geography and historical trend. The scope of the report extends to sizing of the aircraft ignition system market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for aircraft micro turbine engine by geography and historical trend. The scope of the report extends to sizing of the aircraft micro turbine engine market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for aircraft transparencies by geography and historical trend. The scope of the report extends to sizing of the aircraft transparencies market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for aircraft exhaust system by geography and historical trend. The scope of the report extends to sizing of the aircraft exhaust system market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for aviation analytics by geography and historical trend. The scope of the report extends to sizing of the aviation analytics market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for aerospace 3d printing by geography and historical trend. The scope of the report extends to sizing of the aerospace 3d printing market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for aircraft flight control system by geography and historical trend. The scope of the report extends to sizing of the aircraft flight control system market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for aerospace adhesive and sealants by geography and historical trend. The scope of the report extends to sizing of the aerospace adhesive and sealants market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for aircraft pumps by geography and historical trend. The scope of the report extends to sizing of the aircraft pumps market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for aircraft filters by geography and historical trend. The scope of the report extends to sizing of the aircraft filters market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

百年未有之大变局加速演进，各国加大军费投入巩固国防安全，对于 缺乏全套装备研制体系的国家而言，军贸是装备补充的重要手段。全球大 变局背景下各国军费投入激增，法国、美国2023 年军费预算分别同比增 长7.4%、13.34%，德国、日本等国也宣布提高军费占GDP 比重。对于 拥有装备研制批产能力的大国而言，可以自行研制；而对于其他一般国家 而言，军贸是获得武器装备、打造军事安全体系的重要路径。从2016-2021 年间军贸数据来看，部分国家军贸额出现大幅增长，如意大利军贸TIV 出 口量CAGR 达22.68%，卡塔尔军贸TIV 进口量CAGR 达14.32%。

2022 年 12 月中证军工下跌 5.2 11 月下跌 6.1 跑 输 上证综指 3 .2 ppt 跑 输 沪深 300 指数 5.7 ppt ；跑 输 创业板指 5 .2 ppt 。 2 022 年，军工板块走出深 V 行情 1~4 月经历较深回调， 5~7 月持续走强 8~10 月较为震荡 11~12 月 再次 回调 。 展望 2 023 年 1 月， 我们认为 ：：“日历效应 或失效， 军工板块调 整基本结束， 当前配置机会正好 。 推荐 “制导装备、 航空 发动机、航空装备”三 条主线 和 “信息化、新材料”两个赛道 尤其 持续重点推荐 制导装备和 航空发动 机产 业链 ，优选 有 国产化替代 逻辑 和平台型公司， 同时 建议关注主机厂 治理改善 、 军贸需求变化 等 。