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).

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

Establishments described in this report are primarily participating in the smart beacon market. Smart beacons are small electronic transmitters that periodically transmit bluetooth signals for marking places and objects.

（1）航空航天：回归自下而上，议价权向下游转移，关注细分赛道募投变化，关注无人装备新增供应商；（2）船舶：量价齐升， 行业进入中期景气上升期；（3）陆军装备：俄乌冲突凸显重要性，外贸将成新增长点；（4）信息化：被动元器件估值已在低位， 关注航天产业链需求端变动；（5）新材料：高温合金供给上升，增材制造、特种材料募投达产，新增赛道增多。

整体来看，军工行业年初开始出现大幅回调，在4月26日达到最大跌幅后开始小幅反弹，截至12月9日，申万军工指数及中信军工指数仍分别下跌22.92%及22.64%，跑输同期沪深300指数及上证指数。 截至2022年12月9日，在31个申万一级行业中，国防军工行业涨跌幅排在第29位，在传媒及电子等之前。