航空、燃机出海,内外需双驱动新一轮景气补库机遇
广发银行·2024-05-26 14:31
Summary of Conference Call Industry Overview - The discussion focuses on the aerospace industry, specifically the aircraft engine sector, highlighting the dual drivers of domestic and international demand for aviation engines [1]. Core Insights and Arguments - The analysis emphasizes the current opportunity for a new round of inventory replenishment in the aerospace sector, driven by both domestic and international market needs [1]. - Key players mentioned include Airbus in the commercial aircraft segment and engine manufacturers like General Electric [1]. Additional Important Content - The report suggests that the recovery in demand for aircraft engines is significant, indicating a positive outlook for the industry as a whole [1].