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中信建投:未來民航市場有望保持持續增長

中信建投發文稱,未來民航市場有望保持持續增長,中國市場將是未來民航增速最快的細分市場。未來20年全球航空製造業年均市場超過3000億美元,我國年均市場700餘億美元。目前全球民用飛機主要來自波音與空客,形成了寡頭壟斷的局面。但是波音公司因其頻發的飛機事故,目前營收體量和新接訂單能力均弱於空客公司。波音目前的困境或將為中國商飛的騰飛帶來有利的戰略窗口期。目前商飛經過多年發展,兩款產品即支線飛機ARJ21和單通道窄體飛機C919,均已進入運營階段。

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