| | 特定对象调研 | 分析师会议 | | --- | --- | --- | | 投资者关系 | 媒体采访 | 业绩说明会 | | 活动类别 | 新闻发布会 | 路演活动  | | | 现场参观 | 其他（电话会议） | | | 1、中泰证券：陈鼎如、马梦泽、张丽婷、李鑫、周兴贞、李佳 | | | | 宸 | | | | 2、国投瑞银：李轩 | | | | 3、银华基金：郭澄 | | | | 4、交银施罗德：魏玉敏、张三维 | | | | 5、上银基金：黄颢 | | | | 6、易方达：鲍昀骁 | | | | 7、平安养老：陈晓光、陈良源 | | | 参与单位名称及 | 8、华夏未来资本：丁鑫 | | | 人员姓名 | 9、海通资管：董山青 | | | | 10、复熙资产：乐涵聃 | | | | 11、远信投资：周阳 | | | | 12、中泰资本：于鑫淼 | | | | 13、上海证券：赵军伟 | | | | 14、西部利得：毛振强 | | | | 15、昱奕资产：林雪峰 | | | | 16、汇丰晋信：胡连明 | | | | 17、山西金控：习宇 | | | | 18、博普资产：章腾飞 ...

Core Points - The Shenzhou 19 crew made their first public appearance after returning from a 183-day space mission, sharing their experiences and insights [3][4] - Commander Cai Xuzhe set multiple records during the mission, including a world record for the longest single extravehicular activity at 9 hours [3] - The mission involved significant scientific experiments, including the first attempt to grow sweet potatoes in space, contributing valuable data for future long-term space missions [4] Group 1 - The Shenzhou 19 crew's mission marked a transition from the construction phase to the application and development phase of China's space station [3] - The crew completed 88 space science experiments, with about half being new experiments conducted on the space station [4] - The astronauts emphasized the importance of teamwork and the support from ground researchers in achieving mission success [3][4] Group 2 - The crew members expressed their commitment to advancing China's manned space program and their belief in the future of space exploration [4] - The astronauts have successfully completed their recovery and rehabilitation phases and are now in good physical condition, ready to resume normal training [4]

Core Viewpoint - The collaboration between Zhongke Shuguang and Zhongke Xingtou marks a significant step in China's space computing industry, focusing on technological innovation and application in the field of space information [1][3]. Industry Development - The Chinese government emphasizes the growth of future industries, including commercial aerospace and low-altitude economy, as part of national strategies [3]. - The space information industry is recognized as a strategic emerging industry within China's 14th Five-Year Plan [3]. Strategic Value of Space Computing - The global space information industry is rapidly evolving, with significant initiatives like SpaceX's Starlink and the EU's satellite constellation plans [4]. - There is a shift in satellite capabilities from data collection to integrated intelligent computing, leading to the emergence of space computing [4]. Technical Innovations - Traditional satellite data processing faces limitations such as bandwidth and latency issues, while space computing can reduce data transmission by over 90% and processing time from hours to minutes [5]. - The collaboration aims to develop high-performance, low-power components for space computing, focusing on specialized chip design, reliable satellite computing platforms, and integrated network protocols [6]. Ecosystem Development - The partnership will create a comprehensive ecosystem for space computing, involving various stakeholders from chip design to application integration [8]. - By 2030, the space computing market is projected to reach several hundred billion dollars, with significant opportunities for Chinese tech companies [8]. Application and Impact - Space computing will enhance capabilities in emergency response, weather forecasting, and agricultural monitoring, among other sectors [9]. - The initiative aims to address the global digital divide by providing space computing services to underserved populations [10][11].

Group 1 - The Wuhan Construction Industry Union issued a notice emphasizing the importance of safety measures for workers during high-temperature conditions, mandating construction companies to fulfill their primary responsibility for safety production [1] - Construction companies are required to adjust work schedules based on real-time temperature data, with specific guidelines for outdoor work hours depending on temperature thresholds [1][2] - Companies must provide adequate high-temperature allowances and maintain transparency in their distribution, ensuring that workers' wages are not reduced due to high temperatures [1] Group 2 - Work environments should be optimized with necessary ventilation, insulation, and cooling equipment, along with providing workers with protective gear and appropriate hydration options [2] - Workers are advised to take personal protective measures, including wearing breathable clothing and staying hydrated, while also being trained in basic first aid for heat-related illnesses [2] - Company leaders are responsible for creating heat prevention plans and emergency response strategies, with strict adherence to regulations to prevent unsafe working conditions [2]

Core Insights - U.S. natural gas futures prices have dropped to the lowest level since May 2025, with a daily decline exceeding 4% [1] Industry Summary - The significant drop in natural gas futures indicates a potential oversupply in the market, which could impact pricing strategies for energy companies [1] - The decline in prices may lead to reduced revenue forecasts for companies heavily reliant on natural gas production and sales [1] - Market analysts are closely monitoring the situation as further price drops could influence investment decisions within the energy sector [1]

见面会上，蔡旭哲谈到了出舱处置载荷适配器意外卡滞问题。他回忆，面对时间紧迫、舱外设备情况不 熟悉等挑战，在地面团队天地视频通话进行培训后，乘组沉着应对，出舱后对设备状态进行判断，并与 地面支持团队沟通后，成功完成处置。当耳机中传来地面支持团队的热烈掌声时，他"为航天员在载人 航天中发挥的主导作用和价值而深感自豪"。 作为中国首位执行出舱任务的"90后"航天员，宋令东感慨："打开舱门那一刻，就是圆梦时刻。"他认 为，随着载人航天事业的蓬勃发展，年轻一代在前辈们的帮带下，在所有航天人的托举下，承担起了他 们这代人的责任。宋令东在轨首次尝试种植甘薯，植株长势良好。返回前，他按照地面指令采集样品并 带回，为验证甘薯作为长期太空飞行食物来源的可行性提供了重要数据。 新京报讯（记者张建林）据中国载人航天工程（603698）办公室消息，7月9日下午，中国航天员科研训 练中心在北京航天城举行神舟十九号乘组与记者见面会。这是航天员蔡旭哲、宋令东、王浩泽返回两个 多月后，首次面向媒体与公众正式公开亮相。 此次见面会上，三位航天员分享了183天太空驻留的经历与感悟。先后执行神舟十四号和神舟十九号飞 行任务的指令长蔡旭哲向记者表示， ...

获得智慧是一种道德责任，它不仅仅是为了让你们的生活变得更加美好。 你们必须坚持终身学习。如果不 终身学习，你们将不会取得很高的成就。 光靠已有的知识，你们在生活中走不了多远。 离开这里以后，你 们还得继续学习，这样才能在生活中走得更远。让伯克希尔在这一个十年中赚到许多钱的方法，在下一个 十年未必还能那么管用，所以沃伦·巴菲特不得不成为一部不断学习的机器。 我不断地看到有些人在生活中 越过越好，他们不是最聪明的，甚至不是最勤奋的，但他们是学习机器，他们每天夜里睡觉时都比那天早 晨聪明一点点。 孩子们，这种习惯对你们很有帮助，特别是在你们还有很长的路要走的时候。 正值毕业季，很多高校会邀请各界的开拓者为同学们带来毕业演讲。他们穿越了各自领域的巅峰与低谷，以过 来人的身份回望和分享，不仅是关于"未来""人生"的答案，还有更多值得思考的问题——如何在不确定中寻找确 定，如何在碎片化时代保持完整，如何在新技术的浪潮下找到自己的位置，如何与AI共存并发挥人类独特的价 值…… 今天，就让我们穿越时间，回顾那些经典的"最后一课"。 01 # 演讲者：查理 · 芒格 时间地点： 2007 年，南加州大学毕业典礼 总的来说，嫉妒 ...

| | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | 媒体采访 业绩说明会 | | 活动类别 | 新闻发布会 路演活动 | | | 现场参观其他 | | | 1、华西证券 庞博 | | 参与单位名称及 | 2、广发基金马英皓 | | 人员姓名 | 3、民生证券 崔若瑜 | | | 4、鹏华基金 周书臣、董威、赵花荣、胡颖 | | | 5、西南证券 叶泽佑 | | 时间 | 2025年7月9日上午10:00-11:30、下午14：00-15：10、15：45-16：50 | | 地点 | 公司会议室、腾讯会议 | | 上市公司接待人 员姓名 | 1、公司董事会秘书、财务总监 李红涛 | | | 2、公司证券事务代表 刘玉 | | | 1、公司在商业航天业务领域进展情况如何？ | | | 商业航天业务领域广阔，目前业务主要为商业火箭箭体结构件 | | | 制造，包括箭体大部段（壳段）、整流罩、燃料贮箱、发动机阀门 | | | 等。公司在2024年已完成产线建设，主要客户包括蓝箭航天、天兵 | | | 科技、中科宇航等商业航天火箭公司。目前已经批量交付客户整流 | | ...

Core Viewpoint - The article discusses the increasing risks associated with high temperatures in China, emphasizing the importance of insurance coverage to mitigate health and property risks during extreme heat events [1]. Group 1: Health Risks and Insurance - High temperatures can lead to serious health issues such as heatstroke, particularly affecting vulnerable groups like outdoor workers, the elderly, children, and pregnant women [3]. - Recommended insurance for white-collar workers includes medical insurance covering outpatient expenses related to heatstroke, and accident insurance with medical coverage for unexpected situations [3]. - For outdoor workers, employers are advised to purchase employer liability insurance or group accident insurance to transfer the risks associated with high-temperature work environments [3]. Group 2: Property Risks and Insurance - High temperatures can increase the risk of fires and other accidents, making homeowners' insurance essential to cover potential losses from fire, explosion, and damage to property [4]. - Vehicle insurance has been updated to include coverage for self-ignition incidents due to high temperatures, particularly for new energy vehicles [4]. - Agricultural insurance, such as weather index insurance, can help mitigate risks of crop loss due to extreme heat by providing automatic payouts based on temperature thresholds [4]. Group 3: Market Gaps and Prevention - There is a lack of dedicated insurance products specifically for heatstroke, with most coverage relying on traditional medical, critical illness, and life insurance [5]. - Prevention measures, such as avoiding heat exposure and staying hydrated, are emphasized as more effective than relying solely on insurance for post-incident compensation [5].

航天测运控系统是航天工程重要分系统之一，是对航天器进行测量与控制的软件系统，是航天器与地面控制中心、用户中心唯一的联系通道。其 功能和性能在很大程度上决定了整个航天器系统的能力。该系统适用于运载火箭、中低轨卫星、同步轨道卫星、深空探测器的测控与信息传输， 具有遥控、遥测、跟踪定位与数据传输等综合功能。 太空作为人类发展的第四空间，太空开发国际竞争愈演愈烈、已成为大国博弈的焦点。为满足航天器更长在轨时间的需求，提升遂行任务能力， 在轨服务与制造技术得到长足发展，各国加大了数字技术和智能技术在航天领域的应用推广力度。 航天测控是航天器升空后天地通信的关键链路，发挥天地之间信息传输的"高速路"作用，是航天产业高度专业化的细分领域。航天测控的主要功 能是对航天器进行跟踪测量、接收星上遥测数据、发送遥控指令进行航天器的姿态控制与轨道控制等。在各国争夺太空资产趋于白热化的背景 下，航天测控已成为航天器应对复杂太空环境、恶劣太空安全形势的关键，是航天器发挥性能、维持寿命的决定性因素，更是太空资产至关重要 的工具。航天测控管理主要通过提供航天任务全生命周期各阶段的测控管理服务，例如轨道确定与控制、碰撞预警与规避，协助运营方提 ...