Firefighting systems can prevent fire spread by extinguishing the fire early. Firefighting equipment is applied in several sectors, such as manufacturing, transportation, oil & gas, mining, and energy & power. These industries are adopting fire safety equipment that involves standpipes, sprinklers, alarms, and fire detection systems to protect delicate and sensitive systems. In addition, the firefighting systems market has a great opportunity for growth during the forecast period due to continuous innovation in smart home automation-related applications. Hence, such factors increase the demand for hoses and nozzles during the forecast period.

本周中证军工指数下跌1.69%，上证综指下跌1.11%；创业板指下跌3.58%；近两周中 证军工指数下跌2.86%，上证综指下跌0.79%，创业板指下跌4.32%；年初至今中证军 工指数上涨1.20%，跑输上证综指5.67pct，跑赢创业板指1.43pct。从行业比较来看， 近十个交易日国防军工(中信)板块下跌2.33%，在30 个一级行业中排第17 位。

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 air-to-air refueling by geography and historical trend. The scope of the report extends to sizing of the air-to-air refueling 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 5g in aviation by geography and historical trend. The scope of the report extends to sizing of the 5g in aviation 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 seals by geography and historical trend. The scope of the report extends to sizing of the aircraft seals 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.

当前国际安全形势下，多国提高国防预算，或带动军贸市场上行。根据SIPRI 数据，2021 年全球军事支出达21130 亿美元。2023 财年，
美国国防预算增加到创纪录的8579 亿美元，同比增长8%；欧盟计划增加700 亿欧元军费预算，欧洲多国军费占GDP 比例将提至2%；日本
防卫预算6.82 万亿日元，同比增长26.3%。军贸进口大国包括印度、沙特、巴基斯坦、阿尔及利亚和澳大利亚等2023 财年国防预算普遍上涨，或将带动军贸市场上行。

3月，两会军费增速落地，尽管高于市场预期，但军工行业整体并未展现出超预期的行情，航天板块更是出现了更为明显的调整，内部走势呈现出分化的态势1.导弹板块等 2022 年业绩出现阶段性波动的板块，市场对其一季报业绩及订单抱有一定的悲观预期，甚至对板块全年业绩增速不确定性产生了过度担忧，如雷电微力、航天电器、盟升电子等均出现超过10%以上幅度的调整；2.卫星产业中，受到 6G 及数字中国等主题概念关注度高的影响市场对卫星制造板块的关注度向下转移至卫星应用板块，如中国卫通华力创通等卫星互联网板块上市公司涨幅居前。

航空发动机产业稳健增长。航发动力和航发控制两家公司作为航空发动机产业链核心标的，业绩实现稳健增长。2022 年，航发动力实现营收370.97 亿元，同比增长8.78%，实现归母净利润12.68 亿元，同比增长6.75%；航发控制实现营收49.42 亿元，同比增长18.88%，实现归母净利润6.88 亿元，同比增长41.18%。