从资金流向来看，7月29日中信海直主力资金净流出1081.36万元。公司当前市盈率为47.42倍，市净率为 3.25倍。 风险提示：股市有风险，投资需谨慎。本文不构成投资建议，投资者应独立判断并承担相应风险。 来源：金融界 截至2025年7月29日15时，中信海直股价报22.30元，较前一交易日上涨0.17元，涨幅0.77%。当日成交 量为175341手，成交金额达3.90亿元。 中信海直主营业务为通用航空服务，主要涉及海上石油服务、陆上通航、航空维修等业务领域。公司作 为国内领先的通用航空运营服务商，在海上石油直升机飞行服务市场占据重要地位。 ...

证券时报·数据宝统计，截至今日上午收盘，上证综指3595.19点，收于年线之上，涨跌幅为-0.08%，A 股总成交额为11458.62亿元。到目前为止，今日有11只A股价格突破了年线，其中乖离率较大的个股有 中化国际、蓝箭电子、我爱我家等，乖离率分别为8.45%、2.76%、2.71%；万里石、中信海直、普瑞眼 科等个股乖离率较小，刚刚站上年线。 7月29日突破年线个股乖离率排名 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 600500 | 中化国 际 | 10.10 | 1.93 | 3.92 | 4.25 | 8.45 | | 301348 | 蓝箭电 子 | 2.94 | 7.99 | 21.10 | 21.68 | 2.76 | | 000560 | 我爱我 家 | 2.88 | 8.09 | 3.14 | 3.22 | 2.71 | | 300776 | 帝尔激 光 | 2.60 ...

A股机场航运板块持续走强，海航控股、海南机场双双涨停，上海机场、中国东航、中信海直跟涨。 ...

Investment Rating - The report maintains a "Recommended" investment rating for the low-altitude economy sector [7] Core Insights - The low-altitude economy market in China is projected to exceed 1 trillion yuan by 2026, with a compound annual growth rate of approximately 30% from a current size of 505.95 billion yuan in 2023, which represents a growth rate of 33.8% [1][37] - The low-altitude economy encompasses various sectors, including aircraft manufacturing and operational services, which account for 55% of the market, while supply chain, consumption, and transportation contribute 40% [1] - The Chinese drone industry is leading globally, with significant players like DJI and EHang, and the commercialization of eVTOL (electric Vertical Take-Off and Landing) is accelerating [1] Summary by Sections 1. Low-altitude Economy Emergence - The low-altitude economy integrates low-altitude flight activities with various industries, primarily involving drones, eVTOLs, and helicopters, operating below 1,000 meters [13] 2. Policy and Capital Driving Growth - The government has initiated a "safe and regulated development" strategy for the low-altitude economy, with significant investments and pilot projects across multiple cities [2] - In 2024, financing in the eVTOL sector exceeded 6.5 billion yuan, with various specialized funds being established to support the industry [2] 3. Technological Advancements and Application Scenarios - Key technologies in the sector include drones and eVTOLs, with ongoing innovations in automation and intelligence [3] - Core application areas are expanding to include logistics, urban transportation, and emergency rescue [3] 4. Regional Development Dynamics - The Yangtze River Delta, Pearl River Delta, and Chengdu-Chongqing regions are emerging as key players in the low-altitude economy, with cities like Shanghai and Shenzhen leading in infrastructure and regulatory frameworks [4] 5. Investment Recommendations - The report suggests focusing on companies involved in aviation batteries and core components, low-altitude security and air traffic management systems, eVTOL and drone manufacturing, and infrastructure development [5]

Group 1 - The 2025 International Low Altitude Economy Expo will be held from July 23 to July 26 in Shanghai, covering an area of 60,000 square meters and featuring over 30 forums, with an expected attendance of more than 50,000 visitors [1] - Nearly 300 exhibitors, including well-known companies such as DJI, Puzhou, and China Post Express Logistics, will participate in the expo, showcasing advancements in low-altitude industries [1] - The Civil Aviation Administration of China (CAAC) has established a leadership group for general aviation and low-altitude economy, signaling a strong policy direction to promote the safe and orderly development of these sectors [1] Group 2 - Currently, 30 provinces and cities in China have included low-altitude economy development in their government work reports or related policies, accelerating the implementation of low-altitude economic projects [2] - Nearly 20 cities, including Beijing and Guangzhou, have established industry-specific funds to attract more social capital into the low-altitude economy sector [2] - The low-altitude economy is expected to enter its third phase by 2025, driven by a significant increase in orders, with top-level design being a crucial factor for its development [2] Group 3 - Shenzhen City Transportation Group has applied for pilot projects related to low-altitude infrastructure and RFID cross-border low-altitude logistics in Hong Kong and other regions [3] - CITIC Offshore Helicopter operates helicopters and drones, indicating active participation in the low-altitude economy [4]

2024 年环境、社会及公司治理报告 1 | 关于本报告 | 4 | | --- | --- | | 走进中信海直 | 5 | | 公司文化 | 6 | | 企业荣誉 | 7 | | ESG 关键绩效 | 8 | | ESG 重要性议题 | 10 | 前言 低空经济专题 社会篇 治理篇 环境篇 开拓低空未来，争做通航栋梁 秉持责任担当，助力社会发展 优化公司治理，绘就发展蓝图 坚持绿色发展，践行环保承诺 | 体系创新，完善环境管理 | 24 | | --- | --- | | 多维举措，坚持绿色运营 | 27 | | 节能降碳，引领绿色发展 | 32 | | 严格监测，保护极地生态 | 35 | | 系统识别，控制环境风险 | 36 | | 坚持党建引领，明确发展方向 | 86 | | --- | --- | | 规范公司治理，提高管理效率 | 89 | | 依法合规经营，紧抓风险管控 | 94 | | 厉行反腐倡廉，落实廉洁建设 | 99 | | 加强信息披露，树立市场形象 | 103 | | 未来展望 | 106 | | --- | --- | | 指标索引 | 108 | | 意见反馈 | 111 | ...

证券代码：000099 证券简称：中信海直 公告编号：2025-020 中信海洋直升机股份有限公司 第八届董事会第十三次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 2025 年 7 月 9 日 中信海洋直升机股份有限公司（以下简称"公司"）第八届董事会第十三次 会议于 2025 年 7 月 7 日（星期一）以通讯表决方式召开。本次会议通知及材料 已于 2025 年 6 月 30 日发送各位董事。会议应出席的董事 15 名，实际出席的董 事 15 名。会议符合有关法律、行政法规、部门规章、规范性文件及公司《章程》 的规定。 二、董事会会议审议情况 （一）审议通过关于公司 2024 年度环境、社会及公司治理（ESG）报告的 议案 （同意 15 票，反对 0 票，弃权 0 票） 三、备查文件 第八届董事会第十三次会议决议 中信海洋直升机股份有限公司董事会 一、董事会会议召开情况 ...

Investment Rating - The report rates the transportation industry as "Outperforming the Market" [2] Core Insights - The easing of the Israel-Iran conflict has led to a decline in oil tanker rates, with the VLCC market shifting from geopolitical influences to supply-demand fundamentals [3][14] - The establishment of the General Aviation and Low Altitude Economy Working Group by the Civil Aviation Administration of China (CAAC) aims to enhance the development of low-altitude economy and general aviation [3][16] - The price of unmanned logistics vehicles has dropped to around 20,000 yuan, contributing to a 5.3% year-on-year growth in national social logistics total in the first five months of 2025 [3][22] Industry Highlights - The VLCC market sentiment has transitioned to supply-demand fundamentals, with tanker rates under pressure due to increased competition among shipowners and no significant rise in cargo volumes [3][14] - As of July 4, 2025, the shipping rates from Shanghai to Europe increased by 3.5% to 2,101 USD/TEU, while rates to the US West and East coasts decreased by 19.0% and 12.6%, respectively [3][15] - In the first half of 2025, 117 new international air cargo routes were opened in China, with over 233 round-trip flights added weekly [3][16][18] - The logistics sector has seen a total of 138.7 trillion yuan in social logistics, reflecting a 5.3% year-on-year increase, with a slight deceleration in growth compared to previous months [3][24] High-Frequency Data Tracking - In June 2025, domestic cargo flights increased by 9.42% year-on-year, while international flights rose by 32.87% [26][33] - The express delivery sector experienced a 17.20% year-on-year increase in business volume in May 2025, with total express business volume reaching 173.2 billion pieces [56][58] - The national port cargo throughput reached 7.345 billion tons in the first five months of 2025, marking a 3.8% year-on-year growth [52]

Core Viewpoint - China Telecom's Shenzhen branch, in collaboration with CITIC Ocean Helicopter, launched a series of capabilities aimed at promoting the low-altitude economy, including smart integration of air and ground networks, digital design and operation of takeoff and landing sites, and comprehensive safety monitoring [1][3][4] Group 1: Capabilities and Services - The launch introduced six key capabilities for the low-altitude economy, focusing on air routes, intelligent computing, ground safety, platform integration, and end-to-end digital support [1] - The "Wings Take Off" aerial tourism product was unveiled, offering three types of routes: "Sky Tour," "Exclusive Charter," and "Luxury Travel," with ten initial routes covering major tourist and business areas in Shenzhen [5] - The "Tianlu Smart Network" service was introduced, providing continuous monitoring over 300 square kilometers of key airspace, enabling rapid deployment of low-altitude takeoff points [3][4] Group 2: Technological Integration - The full-scene flight verification center integrates five core capabilities, utilizing advanced technologies such as 5G, satellite communication, and AI for flight simulation and product validation [3][4] - China Telecom has achieved 95% 5G coverage along 181 commercial flight routes at an altitude of 600 meters, with an upload speed of 50 Mbps [4] - The "Cloud Launch" initiative has successfully detected an average of 200 safe flights daily, enhancing urban airspace management through proactive control [6]

Group 1 - The core viewpoint of the articles emphasizes the profound structural changes in China's capital market, which effectively promotes a virtuous cycle among technology, capital, and industry, particularly in the burgeoning low-altitude economy sector [1] - The low-altitude economy is characterized by significant challenges in technology research and development, funding, and industrialization, which require long cycles and substantial demand [2] - Capital markets play a crucial role in supporting the low-altitude economy by providing diverse financing options, venture capital, and capital support, which help companies overcome development bottlenecks and achieve scalable growth [2] Group 2 - Companies like Zhejiang Wanfeng Aowei and CITIC Ocean Helicopter have successfully leveraged capital market resources to enhance innovation, expand operations, and secure funding for research and development [2][3] - CITIC Ocean Helicopter has utilized its IPO and subsequent equity refinancing to introduce advanced international models and develop high-value domestic helicopter component repair capabilities [3] - The collaboration between CITIC Ocean Helicopter and Huawei to build a low-altitude communication network using 5G technology exemplifies the integration of advanced technology in enhancing operational safety and efficiency [3] Group 3 - The low-altitude economy faces various challenges, including technological maturity, commercial viability, safety compliance, and capital recovery cycles, which test the industry's resilience [4] - Companies need to enhance their independent innovation capabilities and align their strategic direction with technological advancements to strengthen their competitive edge [4] - The limited market demand for domestic helicopters and new aviation vehicles constrains the industry's growth and innovation, necessitating a focus on developing new consumption scenarios [5] Group 4 - A strategic focus on "technical breakthroughs, scenario development, and ecological collaboration" is essential for companies to overcome development bottlenecks in the low-altitude economy [5] - Companies are prioritizing research directions that enhance aviation transport efficiency and operational support capabilities while actively pursuing partnerships with universities and research institutions to tackle key technological challenges [5]