宏观经济压力下航空装备盈利能力保持平稳增长，航空市场未来可期： 国防军工是关乎国家安定的重点行业，一直以来都是国家优先发展、重 点发展的行业。随着科技进步，航空装备成为世界各国重点竞争的行业， 航空装备的先进程度往往可以显示国家科技发展的程度，因此，各国竞 相发展航空科技，在各领域世界先进科技都取得了重点突破，航空装备 的发展也日新月异。航空装备行业在经历了2020 年和2021 年两次的大 幅波动后，市场逐渐步入后疫情时代。2022 年作为过渡的一年，航空装 备在2022 年表现逐渐趋于平稳，前三季度整体略有下跌，呈波动后平 稳、下跌后增长的趋势。航空装备行业2022 年前三季度净资产收益率 为5.73%，同比下跌0.25pct；前三季度归母净利润同比增长12.11%。 整体来看，航空装备行业盈利能力2022 年前三季度保持平稳增长趋势， 但增速较2021 年有所下降。根据波音发布2022 年《中国民用航空市场 展望》预测，中国的民用飞机机队规模在未来20 年中将增长一倍以上。 中国在未来20 年将需要价值1.5 万亿美元的8485 架新飞机来服务乘客 出行和贸易发展，该需求占到了同期全球飞机交付量的五分之一以上， 三分之二以上新飞机用于满足增长需求，中国的航空公司正寻求用更加 高效的机型。

航空工业召开改革三年行动例会：2 月24 日，航空工业在北京召开深化改革领导小组办公室会暨改革三年行动2022 年第一次月例会。会议肯定了集团公司2021 年改革三年行动进展成效，超额完成“三年行动任务80%以上”的年度目标；混合所有制改革工作稳慎推进，形成
“144558”混改思路和工作体系，2021 年推动7 家商业一类和2 家商业二类企业完成混改主体工作，融资超过15 亿元。确定了2022 年集团公司改革三年行动的任务目标，确保一季度完成中国特色现代企业制度改革，上半年全面完成三年行动各项任务，在今年年底前完成收尾工作，实现全面胜利收官。

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