2023年上半年出行需求恢复拾级而上，展示出更陡的修复斜率、更强的信心:4月份后运量突破2019年同期年初运价表现更为靓眼、同比增幅突破10%，最终2023Q1盈利修复超预期;此外，五一数据显示行业高度景气，报复性消费释放弹性。追本溯源，行业经营层面靓眼表现，主要获益于运价的大幅上涨，扎根自行业最大“股东”国资委对于利润的追求:一方面三年的巨额亏损之下，传统大股东国资委传统兜底手段难以为继，利润追求成为核心;另一方面，历史来看，航空板块盈利波动大、盈利能力差，三大航的资产回报率远低于国企整体水平长期具备向上修复空间。

根据中国船舶工业行业协会数据显示，2023 年1-5 月，全国造船完工1647 万载 重吨，同比增长15.4%。承接新船订单2645 万载重吨，同比增长49.5%。5 月 底，手持船舶订单11799 万载重吨，同比增长15.5%。

Equipment Type: Fabricated plastics components, housings, accessories, and parts for aircraft, space equipment and missiles Industry: Other plastics product manufacturing

替代燃料船作为减碳终极方案，经济性的临界点已至。EEXI 与CII 指标驱动现有船队降速运行，加大老船运营成本是替代燃料船兴起的核心背景。我们构建了模型对比替代燃料船与新/老传统能源船的经济性，替代燃料船凭借更高的航速与周转效率、相对可控的燃料成本，经济性已经具备显著优势。环保政策、运价、燃料价格均会影响替代燃料船的经济性，其中运价敏感度最大，其次是环保政策与燃料价格，新船造价的敏感度相对较低。

The increasing number of infrastructure projects, including the construction of highways, railways, and roads and adoption of innovative technology in construction are the key factors driving the market growth. However, high installation and maintenance cost are expected to be major restraining factors for the market growth. On the other hand, the development of smart cities are expected to present lucrative opportunities for the market players during the forecast period.

An aircraft digital cockpit comprises of electronic flight instrument for Displays such as large LCD screens controlled by flight management systems They are used in commercial and military aircraft across the globe.Three types of displays are used in aircraft digital cockpit include primary flight display, multifunctional display, and engine indicating and crew alerting system display

Manufacture of airplanes for the transport of goods or passengers, for use by the defence forces, for sport or other purposes Manufacture of helicopters Manufacture of gliders, hang-gliders Manufacture of dirigibles and hot air balloons Manufacture of parts and accessories of the aircraft of this class: Major assemblies such as fuselages, wings, doors, control surfaces, landing gear, fuel tanks, nacelles etc.