8月1日，华安旗下新品航天ETF（159267）正式登陆深交所上市交易。 （图源：华安基金） 华安国证航天航空行业ETF（认购代码：159267）紧密跟踪国证航天航空行业指数，该指数精选航空装备、军工电子、地面兵装、航天装备领域的优质企 业，在国防军工行业占比高达98.2%，是市场上纯度最高的军工主题指数之一。国证航天成分股覆盖航空航天军贸的龙头企业如中航沈飞（权重8.37%，截 至2025年7月30日，下同）、中航西飞（权重5.36%）等。 | 代码 | 简称 | 权重(%) | 总市值(亿) | 申万二级行业 | 代表产品线 | | --- | --- | --- | --- | --- | --- | | 600760 | 中航沈飞 | 8.37 | 1824.10 | 航空装备Ⅱ | 歼 15、16、35 | | 600893 | 航发动力 | 8.27 | 1132.34 | 航空装备Ⅱ | "太行"发动机 | | 002625 | 光启技术 | 8.18 | 886.18 | 航空装备II | 隐身材料 | | 000768 | 中航西飞 | 5.36 | 799.58 | 航空装备II | AR ...

7月31日，国家发展改革委召开2025年上半年发展改革形势通报会。会议强调：一是加大力度稳投资促 消费，拓展投资增量，强化政府投资项目全周期管理，着力激发民间投资活力，高质量推动"两重"建 设，提质增效实施"两新"政策，激发市场活力提振消费。二是因地制宜培育壮大新质生产力，推动"人 工智能+"行动走深走实，推进低空经济高质量发展，激发数字经济创新活力。三是纵深推进全国统一 大市场建设，破除"内卷式"竞争，深入推进招标投标制度改革，规范地方招商引资行为，推动要素顺畅 流通，促进民营经济健康发展、高质量发展。（央视新闻） 商务部回应长和集团出售海外港口资产 如图所示，你如何评价？比较看好谁的发展？欢迎留言区讨论... 早安，艾瑞巴蒂（手动问好），一起来看今天的早报： 【黑马高调早报】第2936期 更多创业内容请访问www.iheima.com Fast Reading： 今日头条 关于"人工智能+"、低空经济 国家发改委最新部署 商务部新闻发言人何亚东在商务部7月31日举行的例行新闻发布会上表示，关于长和集团出售海外港口 资产一事，有关部门此前已多次发表声明。中国政府将依法进行审查监管，保护市场公平竞争，维护社 ...

Core Viewpoint - Shenzhen aims to establish itself as the "global low-altitude economy capital" by implementing a comprehensive low-altitude infrastructure development plan, targeting a production value exceeding 130 billion yuan by the end of 2026 [1][2]. Group 1: Infrastructure Development - The plan includes the construction of a low-altitude economic headquarters with a layout of "1+5+4," comprising one major scientific facility, five operational test zones, and four testing sites by the end of 2026 [1]. - A total of 1,200 low-altitude takeoff and landing points will be established, along with over 1,000 commercial low-altitude flight routes, covering more than 70% of the city's population for services like medical transport and logistics [2][3]. Group 2: Economic Impact - The initiative is expected to create a production value exceeding 130 billion yuan, focusing on the development of leading low-altitude research and manufacturing enterprises [1]. - The establishment of 10 low-altitude economic industrial parks and 2 specialized parks will enhance the local manufacturing capabilities and supply chain autonomy for key technologies and components [1]. Group 3: Technological Advancements - The plan includes the development of the world's first low-altitude intelligent integration system (SILAS) to ensure comprehensive coverage of communication, navigation, monitoring, and meteorological services [2]. - By the end of 2025, the plan aims to complete a multi-physical field coupling wind tunnel facility to support the certification and training of low-altitude vehicles like eVTOLs [4]. Group 4: Public Service Network - A public service network will be established with 283 takeoff and landing points for helicopters and eVTOLs, addressing various needs such as tourism, medical emergencies, and urban management [3]. - The logistics transportation network will include 205 points, facilitating air logistics across the city and connecting to the Greater Bay Area [3].

Group 1: Economic Developments - The National Development and Reform Commission (NDRC) emphasized the need to deepen the construction of a unified national market and eliminate "involution" competition, promoting smooth flow of factors and healthy development of the private economy [1][2] - In July, the manufacturing Purchasing Managers' Index (PMI) was reported at 49.3%, a decrease of 0.4 percentage points from the previous month, while the non-manufacturing business activity index and composite PMI output index were at 50.1% and 50.2%, respectively, both remaining above the critical point [2] - The National Energy Administration reported that electricity consumption growth stabilized in the first half of the year, with June showing a year-on-year increase of 5.4% [2] Group 2: Company News - Daodaoquan (002852) reported a net profit of 1.81 billion yuan for the first half of 2025, a year-on-year increase of 563.15%, and proposed a cash dividend of 1.76 yuan per 10 shares [4] - Zhengdan Co., Ltd. (300641) announced a net profit of 630 million yuan for the first half of 2025, up 120.35% year-on-year, with a proposed cash dividend of 3 yuan per 10 shares [4] - Zhonghua Equipment announced a significant stock price increase, with a cumulative rise of 33.13% over three trading days, indicating potential market volatility [5] - Xizang Tourism reported a cumulative stock price increase of 135.98% over nine consecutive trading days, warning of potential risks due to rapid price increases [6] - Shenzhou Technology plans to increase its investment in a high-speed optical module production base to 800 million yuan, aiming to meet market demand for high-speed optical communication modules [7] Group 3: Industry Insights - Guotai Junan's report suggests that national-level childcare subsidies are expected to boost dairy product consumption, particularly in the milk powder segment, enhancing the industry's overall performance [8] - CITIC Securities indicates that the photovoltaic industry chain is likely to see a reasonable price recovery and profit restoration, with firms that have product differentiation and brand advantages expected to experience performance rebounds [8]

Company Highlights - Microsoft shares opened up 8% on July 31, with a market capitalization surpassing $4 trillion, reaching $4.1 trillion, making it the second company globally to achieve this milestone. The company reported Q4 FY2025 revenue of $76.44 billion, an 18% year-over-year increase, with its intelligent cloud business (including Azure) generating $29.88 billion, a 26% increase year-over-year [1] - China National Petroleum Corporation (CNPC) announced a target to achieve six key performance indicators by 2030, including vehicle sales exceeding 5 million and smart connected electric vehicle sales exceeding 3 million [4] - OpenAI disclosed its first "Stargate" project in Europe, aiming to launch a cluster of 100,000 GPUs next year, utilizing direct-to-chip liquid cooling technology [6] Industry Developments - The State Council of China approved the implementation of a personal consumption loan interest subsidy policy, which aims to lower credit costs for residents and financing costs for service industry entities, thereby stimulating consumption potential and enhancing market vitality [9] - The Ministry of Industry and Information Technology (MIIT) reported that in the first half of 2025, the revenue of large-scale internet and related service enterprises reached 961.3 billion yuan, a year-on-year increase of 3.1%, while total profits decreased by 8.3% [10] - The game industry in China saw a record high revenue of 168 billion yuan in the first half of 2025, with the user base reaching 679 million, also a historical peak [13] - The electric vehicle charging infrastructure in China saw a nearly doubled increase in the first half of 2025, with a total of 3.282 million new charging facilities, marking a 99.2% year-on-year growth [15]

大家早上壕！ 英伟达：芯片不存在"后门"，并不会让任何人有远程访问或控制这些芯片的途径。 AI应用设计协作平台 Figma于7月31美股上市，首日涨幅250%。 苹果季度收入增幅创2021年年底以来最大，库克：将大幅增加AI投资。 OpenAI披露挪威"水电液冷"数据中心项目，明年投入10万块GPU。 礼来Mounjaro在降低心脏病风险方面与老药一样有效。 特斯拉正式在加州湾区推出自动驾驶出租车Robotaxi服务。 先看海外要闻： 美股冲高回落，道指收跌0.74%、纳指收跌0.03%、标普500收跌0.37%；Meta涨11.25%、、微软涨3.95%、亚马逊涨1.70%、特斯拉收跌3.38%、 谷歌A跌2.36%、英伟达跌0.78%、苹果跌0.71%。 特朗普将最低对等关税税率维持在10%，将加拿大关税从25%提高至35%；特朗普称美墨关税协议将延长90天。 特朗普致信全球17家制药巨头，敦促它们大幅削减美国药品价格。 国内重大事件汇总： 1、国常会：审议通过《关于深入实施"人工智能+"行动的意见》，大力推进人工智能规模化商业化应用，推动人工智能在经济社会发展各领域加 快普及、深度融合，形成以创新带应用 ...

2025年我国低空经济市场规模将突破1.5万亿元 场景加速落地低空经济"飞"起来 2025年，低空经济已从概念验证转向产业深耕，形成"政策牵引+企业布局+场景爆发"的良性循环。据 中国民航局预测，2025年我国低空经济市场规模将突破1.5万亿元，到2035年有望达到3.5万亿元。低空 经济在逐渐成为推动经济增长新引擎的同时，将为居民的未来生活出行方式带来更多可能性。 政策推动发展 2025年《政府工作报告》提出，通过开展新技术、新产品、新场景的大规模应用示范行动，推动商业航 天、低空经济、深海科技等新兴产业实现安全健康发展。 据了解，低空经济是一种综合性经济形态，它以各类有人驾驶和无人驾驶航空器所开展的低空飞行活动 为牵引，辐射并带动相关领域实现融合发展。其相关产品主要有无人机、eVTOL(电动垂直起降飞行 器)、直升飞机、传统固定翼飞机等，应用场景涵盖居民消费和工业应用两大领域。 低空经济的发展离不开制度创新的持续赋能。为保障通用航空和低空经济高质量发展，中央空管委于 2025年4月印发专项措施，重点围绕健全低空管理体系、优化空域资源配置等方面，向全国空管系统部 署加强低空空管工作；上海、深圳等地积极构建" ...

Group 1 - The State Council of China, led by Premier Li Qiang, approved the "Artificial Intelligence +" action plan to promote large-scale commercialization of AI applications [1] - The National Development and Reform Commission emphasized the need to advance the construction of a unified national market and promote the "Artificial Intelligence +" initiative [1] - The Ministry of Commerce announced a 90-day extension for the suspension of certain tariffs between China and the US, following the Stockholm trade talks [1] Group 2 - Major steel companies in China issued a joint statement to suspend molybdenum iron procurement due to irrational price increases, which threaten the supply chain of high-end manufacturing [2] - The National Health Commission released a treatment plan for Chikungunya virus, highlighting the absence of a vaccine in China [2] - The gaming industry in China reported a record revenue of 168 billion yuan in the first half of 2025, marking a 14.08% year-on-year increase [2] Group 3 - China Petroleum & Chemical Corporation (Sinopec) projected a net profit of 20.1 billion to 21.6 billion yuan for the first half of the year [3] - Amazon reported a second-quarter revenue of $167.7 billion, a 13% year-on-year increase, with a net profit of $18.16 billion, up 34.7% [5] - Apple announced third-quarter revenue of $94.04 billion, a 9.6% increase, with iPhone revenue reaching $44.58 billion, up 13% [4]

机构指出，资金流入规模显著改善与宏观政策持续发力，共同助推A股转向增量市场。 【财经日历】 10:00 国家发展改革委就当前经济形势和经济工作举行新闻发布会 20:30 美国7月失业率、美国7月季调后非农就业人口 | (双)盘前必读 | // 外盘怎么样 // | | | | --- | --- | --- | --- | | 名称 | 现价 | 涨跌 | 涨跌幅 | | 道琼斯工业指数 | 44130.98 | -330.30 | -0.74% | | 纳斯达克指数 | 21122.45 c | -7.22 | -0.03% | | 标普500 | 6339.39 | -23.51 | -0.37% | 当地时间周四，美股三大指数集体收跌，道指跌0.74%，纳指跌0.03%，标普500指数跌0.37%。 热门科技股涨跌不一，Meta涨超11%，微软涨近4%，收盘市值未站上4万元美元，Arm跌超13%，特斯拉跌超3%，谷歌、博通跌超2%。 纳斯达克中国金龙指数收涨0.66%，热门中概股多数上涨，蔚来涨近8%，金山云涨超5%，阿里巴巴、哔哩哔哩、百度涨超2%，理想汽车跌超1%，名创优品 跌超4%。 美国至7月2 ...

一键布局 热门赛道 本基金重点覆盖低空经济、军民融合、大飞机等热门赛道。 32.00% 52.87% 低空经济 大飞机 44.54% 16.23% 24.38% 在展開合 商业航天 长行汽车 注:百分比系将通用航空指数成份股与Wind热门主题指数成份股比较后得出。数据来源: Wind、华宝基金指数研发投资部,截至2025.6.30。 万 745 8 Fri 1 15 空中交通 万亿蓝海 低空空域是城市交通的新范式,伴随政策端空域放开、 基建提速,叠加丰富的应用场景显现,推动万亿级产业 集群加速形成。 商用可期 应用在即 3月28日,中国民航局颁发的全国第一批载人类民用 无人驾驶航空器运营合格证(OC)落地,意味着中 国通用航空将从试点迈向商业化,"载人时代"序章 低空经济由起步到成熟 正式开启。 )华玉委金 11 : 千万 TE: IIII 下一个科技区口 商业航天 低空经济 室長融合 大 通用航空 ETF 华宝国证 通用航空产业ETF发起式 A 024766 c 024767 8月1日起 乘风发售 当前阶段 龍 设施 1月71 全链覆盖 聚焦整机 空中交通产业链,主要分为飞行器制造、基础设施与 配套保障、运 ...