行业研究报告题录
制造业--铁路、船舶、航空航天和其他运输设备制造业(2024年第18期)
(报告加工时间:2024-11-25 -- 2024-12-01)

境外分析报告

  • 全球航空公司行业报告-2024年第2季度
    Ahram Online – Enhancing air safety and sustainability are our top priorities : IATA President at General Assembly in Dubai – 12/6/2024 The president of the International Air Transport Association (IATA) Willie Walsh called, during the 80th General Assembly of the IATA in Dubai, for developing a “road map” to face the challenges of the global civil aviation industry.
  • 全球三轮车市场报告(2024-2028年)
    Trikes are basically three-wheeled motorcycles that are used for leisure and cruising. Trikes are of two major types; the first one is the delta trike, while the other is the tadpole or reverse trike. The Delta trike has two rear wheels with one front wheel, whereas a reverse trike has two front wheels with one rear wheel.
  • 全球民用航空市场-2024年5月
    The global civil aerospace market is highly consolidated and led by large international players. In terms of civil aircraft, Boeing and Airbus dominate among the fleets of airlines, however, Dassault Aviation and Bombardier are among the key players in the business jet category. These players compete aggressively and focus on increasing their efficiency, which might lead to funding new product development, increasing their market share, and raising profits. Pricing and other competitive elements are under tremendous pressure due to this market climate.
  • 全球航空粘合剂和密封剂增长趋势和预测至2028年
    Global Aerospace Adhesives and Sealants Market Size and Share Analysis - Growth Trends and Forecasts UP TO 2028

投资分析报告

  • 盈利初显+并购重组,船舶持续高景气——船舶板块2024年三季度总结
    我们复盘船舶板块三季度股价表现,受下游运价下行以及南北船重组推进影响, 2024Q3 中国船舶/中国重工/中船防务(A) /中国动力区间涨幅分别为 3.14%/11.76%/-3.05%/24.36%,除中 国动力外,相对跑输沪深 300。展望后续,截至 2024H1 期末,中国船舶/中船防务/中国重工/扬子江分别手持造船订单 1996 亿元 (民船)/597 亿元/1086 亿元/201.5 亿美元,在手订单充沛,建议继续关注量价齐升成本回落后的船企利润释放,以及中国船舶换股吸收合并中国重工进展。

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