At present, the "two-aircraft special project" has been discussed and passed by the the State Council Standing Committee and the Standing Committee of the Political Bureau, and is being prepared for implementation, and some work has been started. The "two-engine special project" has two key points, namely aero-engine and gas turbine.
Xu Zhiguo, a core analyst in the military industry of Haitong Securities (600837), believes that under the background of upgrading China's national security strategy and accelerating the construction of air power, the demand for military aircraft and engines is more urgent, and the bottleneck of aero-engines needs to be broken. Special support is expected to greatly exceed expectations, and it is expected to reach 200 billion yuan or even 300 billion yuan. This move will strongly promote the development of the industry. "We predict that the total demand of China aero-engine and gas turbine market will exceed 2 trillion yuan from 2065438 to 2033. Among them, the market demand for civil aviation engines is 900 billion yuan, and the corresponding service demand is 600 billion yuan; The demand for military aero-engines is 300 billion yuan, and the corresponding service demand is 500 billion yuan; The demand for gas turbines for ships, electric power and tank locomotives is 275 billion yuan, and the corresponding service demand is 255 billion yuan. "
AVIC Dynamic Control (000738), AVIC Power (600893), Chengfa Technology (60039 1), Hite High-tech (002023) and Yunnei Power (00903).
Article source: Straight flush "What are the special concept stocks of the two machines? List of special concept stocks of two aircraft "Sun"