Commercial aerospace companies are intensively entering the capital market, and institutions predict the emergence of related concept stocks with high performance growth

In recent years, China's commercial aerospace industry has ushered in an unprecedented development opportunity, transitioning from technological exploration to a new stage of scaling, marketization, and capitalization. With the continuous release of policy dividends and breakthroughs in core technologies, several leading enterprises have successively initiated listing guidance, marking the formal entry of commercial aerospace into the "spotlight" of the capital market, and the industry as a whole has entered a fast track for development. Meanwhile, the capital market is highly enthusiastic, with related concept stocks receiving intensive attention from institutions, and an investment wave surrounding "stars and the sea" is quietly rising. According to statistics from Securities Times·Data Treasure, there are more than 60 commercial aerospace concept stocks in the A-share market. In terms of institutional attention, stocks such as FEILIHUA, AVIC XAC, Aerospace Electric, and Aerospace Electronics have high institutional attention, each with ratings from 10 or more institutions; stocks like Shanghai Huanxun, Xindong Lianke, and Zongshen Power have ratings from more than 5 institutions. From the perspective of consensus forecasts by institutions, there are 22 concept stocks with ratings from 3 or more institutions, and both the net profit growth rates for 2026 and 2027 exceed 20%. Among them, FEILIHUA, Shanghai Huanxun, and Xindong Lianke have high average consensus forecast net profit growth rates, all exceeding 30%