The aviation engine sector welcomes significant positive news, and performance is expected to continue growing

Today, at the summary meeting for the development of the AES100 engine held in Zhuzhou City, Hunan Province, it was announced that the AES100 engine has been awarded a production license and signed sales contracts, indicating that this model has transitioned from design and development to mass production, laying a solid foundation for market entry and promoting the development of low-altitude equipment. According to statistics from Securities Times·Data Treasure, there are more than 20 aviation engine concept stocks. From the perspective of performance expectations, 7 concept stocks have received ratings from 5 or more institutions, and institutions unanimously predict that performance is expected to continue to grow in 2025-2026. Torch Electronics and AVICHM are expected to see a net profit growth of over 100% in 2025. Torch Electronics' second-generation continuous silicon carbide products have already been applied in fields such as thermal structural components for aviation engines, thermal structural components for aerospace ramjet engines, thermal protection structural components for aerospace near-space vehicles, and components in the nuclear energy sector