Group 1 - The A-share market saw a slight rebound in the afternoon on July 7, with the aerospace ETF Tianhong (159241) rising by 0.36% and a turnover rate increasing by nearly 11% [1] - The aerospace ETF Tianhong (159241) has attracted significant capital inflow, with over 24 million yuan net inflow on the previous trading day, and it has recorded net inflows for seven consecutive trading days, totaling over 150 million yuan [1] - As of July 4, the latest circulation scale of the aerospace ETF Tianhong (159241) reached 326 million yuan, with a circulation share of 296 million shares, both hitting new highs [1] Group 2 - The aerospace ETF Tianhong (159241) closely tracks the Guozheng Aerospace Index, which has over 98% weight in the defense and military industry, making it the highest military content index in the market [2] - The core sectors of aerospace equipment and aerospace technology account for 66% of the index's weight, focusing on key areas in the aerospace equipment industry chain such as large aircraft development, low-altitude economy, and commercial aerospace [2] - Current growth trends in the military industry include domestic demand for low-cost precision-guided munitions and unmanned systems, as well as international military trade demand potentially spurred by conflicts [2]

Core Viewpoint - The visit of the Chinese aircraft carrier Shandong and its accompanying naval vessels to Hong Kong has sparked significant public interest and patriotic sentiment among Hong Kong citizens, showcasing China's naval strength and modernization achievements [6][12][14]. Group 1: Naval Visit Details - The Shandong aircraft carrier, along with destroyers Yan'an and Zhanjiang, and frigate Yuncheng, completed a five-day visit to Hong Kong, returning on July 7 [1][14]. - The visit coincided with the 28th anniversary of Hong Kong's return to China, marking an important milestone for showcasing military modernization [14][19]. Group 2: Public Engagement and Sentiment - Over 30,000 Hong Kong citizens, including students and patriotic individuals, visited the Shandong and its accompanying vessels, engaging with naval personnel and learning about the advancements of the People's Liberation Army [8][12]. - Emotional responses were noted among visitors, with many expressing deep national pride during musical performances on the deck, highlighting a strong sense of patriotism [12][16]. Group 3: Educational Activities - More than 300 middle school students participated in interactive educational activities on the aircraft carrier, where they learned about various naval operations and expressed aspirations to join the military [16][19]. - The naval personnel demonstrated key operational roles and showcased the capabilities of the carrier, fostering a sense of national identity among the youth [16].

Group 1 - The A-share market experienced a decline across all major indices, with the Shanghai Composite Index down 0.09%, the Shenzhen Component Index down 0.53%, and the ChiNext Index down 1.01% as of July 7, 2025 [1] - The Aerospace ETF (159227.SZ) saw an increase of 0.37%, with a latest price of 1.098 yuan and a trading volume of 0.28 billion yuan, resulting in a turnover rate of 6.99% [1] - The fund has recorded net inflows for seven consecutive trading days, with a maximum single-day net inflow of 37.52 million yuan, totaling 175 million yuan in net inflows, averaging 24.99 million yuan per day [1] Group 2 - The Aerospace ETF (159227) tracks the National Aerospace Index, which has a strong military attribute, with 98.2% of the index comprising military-related sectors, making it the highest military content index in the market [2] - The index has a significant focus on aerospace equipment, with a weight of 66.5%, surpassing both the CSI Military and CSI National Defense indices [2] - This ETF provides investors with an efficient way to capture core military aerospace opportunities [2]

Group 1 - The core viewpoint is that 2025 marks the end of the "14th Five-Year Plan," with a structural reversal in industry demand expected to continue until 2027 [1] - The military industry chain's upstream enterprises, which have a high asset securitization rate, have seen significant order growth since the Spring Festival, leading to a notable increase in stock prices from mid-February to mid-April [1] - Following a peak in orders for upstream component companies, stock prices have retreated since mid-April, while themes related to military trade exports, weaponry, deep-sea technology, commercial aerospace, and low-altitude economy have experienced high-frequency rotations since May [1] Group 2 - The upcoming September 3 military parade is expected to catalyze sentiment in the military industry sector due to its grand scale and high media attention [1] - The military ETF (512660) tracks the China Securities Military Index, which includes representative listed companies in the defense and military industry, reflecting the overall performance of the sector [1] - The index covers multiple subfields within the national defense and military industry, showcasing high industry concentration and distinct military characteristics [1]

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Group 1 - The appointment of Cheng Fubo as the Chairman and Party Secretary of China Aviation Industry Corporation marks a significant leadership change within the organization [1] - The vacancy left by Cheng Fubo at China Ordnance Industry Group has led to speculation about who will succeed him [1][2] - Zhou Zhiping has been appointed as the Party Secretary and Chairman of the newly formed "New Ordnance Group," following the restructuring of China Ordnance Equipment Group and China Ordnance Industry Group [2][3] Group 2 - Zhou Zhiping's career reflects a unique trajectory within China's automotive state-owned enterprises, having held senior positions in three major companies: China Ordnance Equipment Group, FAW Group, and Dongfeng Group [3][4] - His experience in these companies is seen as a strategic advantage for the integration of military and automotive sectors, particularly in the context of ongoing state-owned enterprise reforms [4][6] - Zhou Zhiping's management style is characterized by strategic integration, which has been crucial in previous roles, such as leading the revival of the Hongqi brand and promoting new energy vehicle sales [4][7] Group 3 - The restructuring of state-owned enterprises is viewed as a precursor to further integration within the military and automotive sectors, with Zhou Zhiping's appointment being a key element of this process [4][9] - Zhou Zhiping's background in the automotive industry is expected to influence the military sector, particularly in terms of market-oriented practices and technology commercialization [10][11] - The ongoing integration efforts suggest a shift towards a more collaborative approach between military and civilian sectors, with the potential for enhanced technology transfer and operational efficiency [11]

人岗精准匹配打破地域壁垒 日前，西湖风景名胜区党群服务中心内人头攒动，"智汇杭城·戎耀启航——2025年杭州市退役军人 专场招聘会"举行。此次招聘会由杭州市退役军人事务局、市人力资源和社会保障局、西湖风景名胜区 管理委员会联合主办，31家企业提供安保、物流、智能制造、传媒等多领域匹配退役军人特质的岗位超 100个，200余名退役军人到场求职。 线下招聘人头攒动 提供多样就业帮扶服务 因"退役军人打8折、现役军人免费"火爆的杭州企业"兵哥包子"负责人殷昊在现场设置了招聘摊 位，并配合主办方为招聘者、应聘者提供包子、豆浆、消暑食品等。"很多人来咨询，但'4点半到店'的 要求还是让不少人望而却步。有初步意向的应聘者我们会进行下一步详谈，确定就业意向。"殷昊说。 现场不仅有杭州本地企业，还有南京润洋海员劳务合作有限公司等外省市企业。"公司招海员要求 一直很明确，就是要招退役军人。他们吃苦耐劳、纪律性强、身体素质好，公司给的待遇也十分丰厚。 现场有意向的不少，后续我们会进行筛选。"招聘负责人尹先生说。 除了招聘摊位，现场还提供政策咨询、退役军人培训、就业指导等服务，助力退役军人高质量就 业。杭州退役军人教育培训学院展板 ...

菲利华 20250706 摘要 菲利华 2016-2023 年收入增长近 5 倍，利润增长 4 倍，但 2024 年受 军品业务下滑影响利润下降。2025 年开始复苏，预计收入将从 21 亿元 提升至 40-50 亿元，利润达 10-15 亿元。 菲利华石英玻璃产品因其优异的透光性、耐高温、低膨胀系数和耐腐蚀 性，广泛应用于半导体、军工、光通信等领域，尤其在军工领域，作为 高速飞行器雷达导引头的关键材料。 菲利华在半导体高端石英材料市场占据重要地位，是全球五大资质公司 之一，受益于中国半导体设备市场规模的扩大，已获得国际一流设备商 认证。 菲利华在军工领域从材料端向结构件延伸，预计 2025 年将有军工结构 件产品进入批量生产阶段，军品业务将显著复苏，并有望在 2026 年实 现更大提升。 菲利华在电子布市场具有竞争优势，其超薄石英纤维布性能优越，有替 代主流玻璃纤维的趋势，产品性能已与日本领先企业持平，并计划大幅 扩充产能。 Q&A 菲利华公司的业务布局情况如何？ 菲利华公司在业务布局方面已经形成了一个完整的产业链，从上游到下游都有 所覆盖。公司在潜江的菲利华主要负责石英砂原材料的布局；武汉菲利华和武 汉海 ...

AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 美国国防部上周叫停了一批运往乌克兰的美国武器，当时官员们称这是出于对自身武器库存水平低的担 忧，但另据三名美国官员透露，高级军事官员的一份分析发现，该援助计划并不会危及美国军方自身的 弹药供应。 据多位知情人士透露，停止武器运输的举动让美国国务院、国会议员、基辅官员以及欧洲盟友都措手不 及。 该决定的批评者包括支持援助乌克兰对抗俄罗斯的共和党和民主党人。众议院一位主要民主党人、来自 华盛顿州的亚当·史密斯（Adam Smith）表示，五角大楼用军事准备状态来为停止援助辩护是"不诚实 的"，而真正的原因似乎只是为了推行切断美国对乌克兰援助的议程。 众议院军事委员会的资深成员史密斯表示，"在库存方面，我们目前所处的水平并不比乌克兰冲突三年 半以来的任何时候更低。" 史密斯说，他的工作人员已经"看到了数字"，并且在不透露细节的情况下表示，没有迹象表明存在足以 暂停对乌克兰援助的短缺。 消息人士称，五角大楼一名高级官员、负责政策的国防部副部长埃尔布里奇·科尔比（Elbridge Colby） 支持了这些举动。 据国会助手称，两党议员都对未被提前通知感到沮丧，并 ...

【环球时报驻香港特约记者 叶蓝】由国产航空母舰山东舰、导弹驱逐舰延安舰及湛江舰、导弹护卫舰运城舰组成的中国海军舰艇编队，7月3日起 访问香港5天，并于7月5日起一连两天开放给成功预约的市民参观。很多香港市民登舰后参观各种武器装备，与停泊在甲板上的战机合影打卡，并 与军乐队合唱爱国歌曲。 据香港《大公报》6日报道，最令参观市民兴奋的是有大半个篮球场大小的"航母升降梯"。数百位市民站在上面，随着一声哨响向上升起，出现在 眼前的是宽阔的飞行甲板和多架战斗机，引起现场一片欢呼。其中，甲板停放的多架歼-15及歼-15T战机可谓全场焦点，吸引众多市民上前观摩和 拍照。还有人专门穿着毕业服，只为拍张航母毕业照。现场多名海军官兵与市民一起合唱《我和我的祖国》等歌曲，军乐队则在舰上高层位置演 奏，十分热闹。"航母上每个参观场景，都洋溢着港人对国家军事现代化的骄傲和高度的民族认同感。"《大公报》报道称。 加开 40 班 " 观舰游 " ，一日爆满 连日来，山东舰航母编队访港引起全城热潮，各界人士纷纷在社交平台上发文，畅谈亲睹国产航母的震撼与感动。立法会议员尚海龙5日与众多市 民一同登上山东舰，"大家踏上甲板后无不惊叹，现场停泊有 ...