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.

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 defense system by geography and historical trend. The scope of the report extends to sizing of the air defense 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.

港口企业的估值方法，正从PB-ROE 体系转向股息率。2000-2010 年， 港口吞吐量和上市港口业绩高增长，增速决定PE，PEG 在1 倍左右。 2010-2020 年，港口吞吐量和上市港口业绩增速大幅放缓，PE 和PB 大 幅下降，估值方法转向ROE 决定PB，10%左右ROE 对应1 倍左右PB。 2020 年开始，部分投资者基于对公司治理的悲观预期，用股息率对港口企 业估值。2021 年唐山港的股息率12.7%，具有投资吸引力；上港集团、青 岛港、北部湾港的ROE 对应的PB 较合理。但是产业资本对港口企业的估 值高于二级市场，这或许来自港口企业的分红潜力、提价空间、土地变现等 价值。

Equipment Type: Aviation gasoline (excluding jet fuel), including finished base stocks and blending agents This industry comprises establishments primarily engaged in manufacturing basic organic chemicals (except petrochemicals, industrial gases, and synthetic dyes and pigments).