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.

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 。

20系列军机仍在爬坡阶段，保持快速增长的态势；2022年受各方面因素的影响，导弹供给增速减缓，2023年压制因素解除后，研制进度加快，有望迎来业绩拐点；发动机供给端产能持续释放，业绩继续快速增长。多领域新研项目即将陆续量产，存超预期机遇。导弹领域，新型号研发加速，部分新型号即将在未来1-2年定型量产；发动机领域，多款新型发动机有望在未来几年陆续批产；军机领域，战斗机、轰炸机等领域均有新型在研；随着先进武器装备平台发展，新型的信息化装备研发定型进度也在持续加速。各领域的新研项目超预期事件将为2023年带来新的投资机遇。

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 plastics by geography and historical trend. The scope of the report extends to sizing of the aerospace plastics 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 materials by geography and historical trend. The scope of the report extends to sizing of the aerospace materials 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 foams by geography and historical trend. The scope of the report extends to sizing of the aerospace foams 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 composites by geography and historical trend. The scope of the report extends to sizing of the aerospace composites 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 antimicrobial coating by geography and historical trend. The scope of the report extends to sizing of the aerospace antimicrobial coating 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 air traffic management by geography and historical trend. The scope of the report extends to sizing of the air traffic management 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.