当地时间7月5日晚，俄罗斯莫斯科多莫杰多沃机场和茹科夫斯基机场再次暂停起降航班。据俄罗斯国防 部当天稍早时的通报，莫斯科时间13时50分至19时整，俄防空系统击落48架无人机，其中5架在莫斯科 州上空被击落，两架飞往莫斯科市方向。（央视） ...

Core Points - The company is increasing capital in its subsidiary, Aerospace Times Feihong Testing Technology Co., Ltd., to enhance its capabilities in the unmanned systems testing service industry, with a total investment of 291.0628 million yuan [1][2] - The capital increase does not constitute a related party transaction or a major asset restructuring as defined by regulations, and does not require shareholder approval [2][3] - The capital increase will be used to develop infrastructure for unmanned systems testing, including runway expansion and new facilities [7] Group 1: Capital Increase Details - The capital increase involves cash and asset contributions from Aerospace Feihong Company and Inner Mongolia Mingsheng Energy Co., Ltd., totaling 291.0628 million yuan [1][2] - The registered capital of Feihong Testing Company will increase from 178 million yuan to 450.2758 million yuan after the capital increase [5][6] - The ownership structure will change, with Aerospace Feihong Company increasing its stake from 55.06% to 62.91% [5][6] Group 2: Company Background - Feihong Testing Company was established on October 18, 2022, with a registered capital of 178 million yuan, focusing on unmanned intelligent systems training and testing [2][3] - Aerospace Feihong Company, founded on April 17, 2018, has a registered capital of 100 million yuan and is involved in the development, design, production, and sales of related technologies [2][3] Group 3: Financial and Operational Impact - The net asset valuation of Feihong Testing Company as of March 31, 2025, is 190.2733 million yuan, with a capital price of 1.0690 yuan per registered capital [5] - The capital increase is expected to enhance the company's core competitiveness and support the establishment of a comprehensive after-sales service system for unmanned intelligent systems [7]

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证券研究报告 机械设备 | 轨交设备Ⅱ 北交所|首次覆盖报告 hyzqdatemark 2025 年 07 月 04 日 证券分析师 赵昊 SAC：S1350524110004 zhaohao@huayuanstock.com 万枭 SAC：S1350524100001 wanxiao@huayuanstock.com 市场表现： | 基本数据 | | | 2025 | 年 | 07 | 02 | | 日 | | | 月 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 收盘价（元） | | | | | | | 17.00 | | | | | | | | 内 / 低 | 最 | 高 | | | | | | | 年 | 最 | | 一 | 20.80/4.44 | | （元） | | | | | | | | | | | | | | | 总市值（百万元） | | | | | | | 2,323.90 | | | | | | | | 流通市值（百万元） | | | | | | | ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来 源： 内容来自东方理工-宣传及公共事务部 。 7月3日，中芯国际集成电路制造有限公司董事长刘训峰一行来访我校，我校创校发起人、豪威集 成电路（集团）股份有限公司董事长兼首席执行官虞仁荣等陪同访问。校长、中国科学院院士陈十 一，常务副校长兼教务长、美国国家工程院院士张东晓等校领导班子成员出席座谈，共绘产学研融 合新图景。 （图源：东方理工） 点这里加关注，锁定更多原创内容 *免责声明：文章内容系作者个人观点，半导体芯闻转载仅为了传达一种不同的观点，不代表半导体芯闻对该 观点赞同或支持，如果有任何异议，欢迎联系我们。 陈十一首先对中芯国际、豪威集团来宾的到来表示热烈欢迎。他介绍了我校自筹建以来的发展历程 与近期获教育部正式批复设立的里程碑意义。他指出，中芯国际是中国集成电路产业的领军者，企 业内核与我校"服务国家发展和推动社会进步"的创办使命不谋而合。东方理工聚焦集成电路、人工 智能、无人技术、新材料、新能源、智能制造六大前沿领域，致力于成为解决关键领域"卡脖子"难 题的创新策源地，也渴望与中芯国际这样的产业基石深度协同。 刘训峰对东方理工的正式设立表示祝贺，并高度赞 ...

Group 1 - The stock of Kexin Technology (688788) has a comprehensive score of 56.49, indicating a strong performance [1] - The current main cost is 41.42 CNY, with a 5-day main cost of 43.66 CNY, a 20-day main cost of 40.23 CNY, and a 60-day main cost of 40.92 CNY [1] - Over the past year, the stock has experienced one instance of hitting the upper limit and one instance of hitting the lower limit [1] Group 2 - The short-term resistance level is at 45.67 CNY, while the short-term support level is at 42.88 CNY [2] - The stock price has broken through the short-term support level, suggesting a cautious approach in the short term; the medium-term trend remains unclear [2] - The K-line patterns indicate potential topping out with formations such as "Three Black Crows" and "Double Flying Crows" [2] Group 3 - On July 4, 2025, the net outflow of main funds was 11.637 million CNY, accounting for -9% of the total transaction volume [2] - The net outflow from large orders was 6.3892 million CNY, while the net outflow from big orders was 5.2478 million CNY [2] - Retail investors also experienced a net outflow of 8.8417 million CNY [2] Group 4 - Related industry sectors such as communication equipment, artificial intelligence, drones, and autonomous driving saw declines of -1.50%, -0.48%, -1.35%, and -1.00% respectively [2]

Company Overview - Sichuan Tengdun Technology Co., Ltd. (Tengdun Technology) is preparing for an IPO on the A-share market, having completed the counseling registration with the Sichuan Securities Regulatory Bureau on July 2 [1] - Founded in 2016, the company has developed the world's first dual-engine, triple-engine, and quad-engine large fixed-wing drones, as well as China's first amphibious drone [1][2] - Tengdun Technology is recognized for its leading position in the research and development of fixed-wing and rotor-wing large drones in China [1] Product Highlights - The "Double-tail Scorpion B" drone, part of the Double-tail Scorpion series, was showcased at the 15th China International Aviation and Aerospace Exhibition, demonstrating its capabilities in various applications such as emergency rescue and meteorological services [2] - The Double-tail Scorpion series includes multiple models: - Double-tail Scorpion B: dual-engine variant - Double-tail Scorpion A: triple-engine variant - Double-tail Scorpion D: quad-engine variant [2][3] - Other developed systems include the "Mixing River Dragon" amphibious drone and the "Featherless Arrow" helicopter, which serve diverse operational environments [3] Market Opportunities - The company is targeting the low-altitude logistics market with its new large dual-engine unmanned transport aircraft, designed for domestic air cargo needs, with a maximum takeoff weight of 4.8 tons and a payload capacity of 2 tons [4] - Low-altitude logistics is categorized into terminal logistics and branch logistics, with the latter utilizing fixed-wing drones for long-distance transport [5] - Recent policy support from the National Postal Bureau aims to accelerate the development of drone technology in logistics, enhancing the growth of the low-altitude economy [5]

Market Outlook - The market is expected to see increased opportunities in the second half of the year, with reduced risks compared to earlier periods. The Shanghai Composite Index has stabilized above 3400 points and may challenge the recent high of 3700 points achieved on October 8 of the previous year, indicating a potential slow bull market trend [1] Sector Performance - The A-share market exhibits a "barbell" characteristic, with technology growth stocks like humanoid robots, new consumption, and innovative pharmaceuticals leading the market, while low-valuation, high-dividend stocks such as banks also perform well. Many intermediate sectors are underperforming, but sectors like new energy, represented by electric vehicles and photovoltaics, may see valuation recovery [1] Banking Sector - The banking sector has shown significant performance, with an annual increase of over 17%. Several bank stocks have reached all-time highs. This sector is characterized by low valuations and high dividend yields, attracting long-term capital from various sources. The improvement in bank stock valuations is evident, with some banks' price-to-book ratios exceeding 1, and several banks have initiated valuation enhancement plans [2] Technology Sector - The humanoid robot sector is transitioning from the initial stage to a growth phase, with significant future potential. Recent events have increased industry visibility, attracting more capital. The humanoid robot industry is projected to become a major sector in China, alongside home appliances, smartphones, and new energy vehicles. Major tech companies are accelerating their AI hardware investments, with significant funding rounds indicating strong market confidence [3] Renewable Energy Sector - The photovoltaic sector is experiencing a positive shift due to favorable policies, with recent discussions among key industry players signaling a move away from excessive competition. The industry has seen a consolidation of capacity, enhancing market concentration. The overall renewable energy sector, including electric vehicles and lithium batteries, presents investment value following significant adjustments [3]

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Group 1 - Shenzhen has made significant progress in the field of unmanned delivery, achieving unified management and coordinated operation of functional unmanned logistics vehicles across the city [1] - As of now, over 300 unmanned vehicles are operating in Shenzhen, with a daily delivery volume exceeding 100,000 orders, covering more than 100 community business circles [3] - The collaboration among three state-owned bus companies has accelerated the construction of a city-wide unmanned vehicle operation system, leveraging public transport resources for logistics integration [3] Group 2 - The upgrade of smart stations has empowered the industrial ecosystem, with a collaborative innovation model between state-owned infrastructure and private technology companies achieving breakthroughs [4] - The initial construction of Shenzhen's unmanned vehicle city-wide operation system has expanded service coverage to the entire city, establishing the first "public transport system + unmanned delivery" integrated operation framework in the country [4] - Future plans include expanding applications to special scenarios such as medical emergencies and disaster relief, aiming to improve the unmanned vehicle ecosystem by the end of 2025 [5]