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国防军工行业报告:中央财经委员会第六次会议强调推动海洋经济高质量发展
China Post Securities· 2025-07-08 01:27
证券研究报告:国防军工|行业周报 行业投资评级 强于大市|维持 | 行业基本情况 | | | --- | --- | | 收盘点位 | 1618.51 | | 52 周最高 | 1712.48 | | 52 周最低 | 1113.62 | 行业相对指数表现 -7% -2% 3% 8% 13% 18% 23% 28% 33% 38% 43% 2024-07 2024-09 2024-11 2025-02 2025-04 2025-07 国防军工 沪深300 资料来源:聚源,中邮证券研究所 研究所 分析师:鲍学博 SAC 登记编号:S1340523020002 Email:baoxuebo@cnpsec.com 分析师:王煜童 SAC 登记编号:S1340523070004 Email:wangyutong@cnpsec.com 近期研究报告 《可控核聚变:谷歌与 CFS 签署 200MW 购电协议,聚变能源加速商业化》 - 2025.07.03 国防军工行业报告 中央财经委员会第六次会议强调推动海洋经济高质 量发展 投资要点 中央财经委员会第六次会议强调推进海洋经济高质量发展。据新 华社 7 月 2 日发布消息 ...
地区生产总值预计增长6% 昆山锦溪交出亮眼“期中”成绩单
Su Zhou Ri Bao· 2025-07-08 00:41
今年上半年,锦溪镇与南京信息工程大学等院校达成深度合作,共建高校重点实验室创新成果转化 基地;新增发明专利36件、实用新型专利144件,立项省级产学研合作项目1家。 今年以来,昆山生态宣教馆揭牌运营,元点创意设计中心顺利开工,一尺花园(计家墩店)落地开 业,全国连锁品牌如家酒店顺利入驻。上半年,锦溪镇接待游客215万人次,同比增长34%,全社会旅 游收入7300万元,同比增长12%。 昨天(7月7日),记者从昆山锦溪镇获悉,今年上半年,锦溪镇预计地区生产总值同比增长6%, 规上工业产值达241.8亿元,同比增长6.7%,增速位列昆山全市第二;全社会固定资产投资17.9亿元, 同比增长17.1%,工业投资14亿元,同比增长32.5%,增速分别位列昆山全市第一、第三,交出了一张 亮眼提气的"期中"成绩单。 今年以来,锦溪镇围绕消费电子、通信设备、汽车配件、低空经济和装备智造等五大主导产业进行 精准招商,泰德兴塑料零配件、思特威芯片封测等产业项目有序推进。 作为省级重大项目,5月20日,立讯精密在昆山总投资超60亿元的"锦绣客厅·立讯科学园"声学产业 一期项目正式投产,二期同步开工。项目聚焦声学高科技领域,规划建设 ...
特朗普宣布对韩国和日本征收25%的关税|盘前情报
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-08 00:41
Market Overview - On July 7, the A-share market experienced fluctuations, with the Shanghai Composite Index closing slightly up by 0.02% at 3473.13 points, while the Shenzhen Component Index fell by 0.7% and the ChiNext Index dropped by 1.21% [1][2] - The total trading volume in the Shanghai and Shenzhen markets was 1.21 trillion yuan, a decrease of 219.9 billion yuan compared to the previous trading day [1] International Market - The US stock market saw all three major indices decline on July 7, with the Dow Jones Industrial Average down by 422.17 points (0.94%) to 44406.36 points, the S&P 500 down by 49.37 points (0.79%) to 6229.98 points, and the Nasdaq Composite down by 188.59 points (0.92%) to 20412.52 points [2] - European markets showed mixed results, with the UK FTSE 100 down by 0.19%, the French CAC 40 up by 0.35%, and the German DAX up by 1.20% [2] Commodity Prices - International oil prices rose on July 7, with WTI crude oil increasing by $0.93 to $67.93 per barrel (1.39% increase) and Brent crude oil rising by $1.28 to $69.58 per barrel (1.87% increase) [3] Policy and Regulatory Updates - The US President signed an executive order extending the delay of "reciprocal tariffs" until August 1, affecting imports from 14 countries, including Japan and South Korea [4][5] - The People's Bank of China increased its gold reserves for the eighth consecutive month, reaching 7390 million ounces (approximately 2298.55 tons) as of the end of June, with a month-on-month increase of 70,000 ounces (approximately 2.18 tons) [5] - Four departments in China aim to establish over 100,000 high-power charging facilities by the end of 2027, focusing on the development of charging infrastructure for electric vehicles [6][7] Investment Opportunities - Analysts suggest that the rapid growth in the fast-charging sector, driven by strong policy support and technological advancements, presents significant investment opportunities [7] - The Shanghai government is promoting the use of public data in various sectors, which may create investment opportunities in data management and processing companies [8] Upcoming Indices - The Shanghai Stock Exchange and Shenzhen Stock Exchange plan to launch a series of specialized indices on July 21, focusing on innovative and specialized companies [9] Stablecoin Developments - Hong Kong's Financial Secretary indicated that the government aims to issue stablecoin licenses by the end of the year, following the implementation of the Stablecoin Regulation in August [10]
千亿资本竞逐“低空” 河南如何借势“起飞”
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-07-08 00:35
这是郑州航空港区首只专注低空经济的产业基金。 全国范围内,低空经济产业基金总规模破千亿,"天空之城"争夺战正酣。 三方国资联手,河南落子5亿元基金 7月2日,河南低空发展股权投资基金合伙企业(有限合伙)在中国证券投资基金业协会完成备案,首期 备案规模5亿元。 河南新设立的5亿元低空经济产业基金,由三方国资联合主导:郑州航空港新兴产业基金、河南航投集 团、河南资本集团。 这步棋是河南系统性布局低空经济的缩影。 2025年初,豫信空天产业基金完成备案,成为郑州航空港区围绕"4+3+3"现代产业体系构建基金矩阵的 重要一环。该基金由郑州航空港科创投资集团、豫信电子科技集团等实力机构参与,目标直指"内培外 引、产业精耕、资本推升、价值重塑"。 政策东风为资本布局提供了明确方向。 2024年7月,河南省政府发布《促进全省低空经济高质量发展实施方案(2024—2027年)》;随后,郑 州航空港专属方案迅速出台,明确规划了设立低空经济专项发展基金的举措;今年4月,支持低空经济 产业高质量发展的若干措施印发,路线图愈发清晰。 "当前,郑州航空港区产业集聚效应日益凸显,"一位郑州航空港区管委会的相关工作人员表示,"5G-A 网 ...
【私募调研记录】大岩资本调研万丰奥威
Zheng Quan Zhi Xing· 2025-07-08 00:09
Group 1 - Daya Capital recently conducted research on WanFeng AoWei, a global leader in lightweight magnesium alloy deep processing [1] - WanFeng AoWei has a competitive advantage due to the cost-effectiveness of magnesium alloy components, which are used in various automotive parts, targeting domestic new energy manufacturers [1] - The company employs price-linked settlement and hedging tools to optimize procurement and inventory management, thereby reducing costs [1] - WanFeng Diamond Aircraft ranks among the top three global general aircraft manufacturers, contributing to the development of the domestic low-altitude economy [1] - The company is developing fixed-wing pure electric and hybrid aircraft, advancing commercialization in the eVTOL sector, and integrating resources from Volocopter to build urban air traffic systems [1] Group 2 - Daya Capital, established in June 2013 in Shenzhen, has built a global business network and provides professional asset management services to domestic and international investors [2] - The management team has over 20 years of experience in global financial markets, with nearly 50 professionals from diverse academic backgrounds [2] - Daya Capital has received over 30 industry awards, including four Golden Bull Awards, and has achieved an asset management scale exceeding 100 billion within its first three years [2] - The company focuses on quantitative investment technology and innovation in product and business models, advocating for scientific investment practices [2] - Daya Capital is committed to maintaining a sustainable financial ecosystem and has established the "Daya New Life Children's Fund" to explore sustainable public welfare models [2]
低空经济如何飞得更好
Jing Ji Ri Bao· 2025-07-07 23:25
基础设施建设是关键支撑。加快构建多层次起降网络,在重点城市群优先布局智能化起降平台。推进低 空通信导航体系建设,实现重点区域实时动态监控。同步强化地面保障能力,在能源补给、维护维修等 环节形成全链条服务能力。 创新驱动是根本依托。实施核心技术攻坚计划,建立产学研协同创新机制,重点突破动力系统瓶颈。强 化系统集成能力建设,推动整机制造、电子通信及运营服务等环节深度融合。深化相关国际合作,参与 全球标准治理体系建设。实施场景培育计划,对符合国家战略需求的示范项目提供制度创新先行先试环 境,通过规模化应用加速产业化进程。 产业生态是发展动力。一方面,加速构建低空经济产业体系。支持各地根据资源禀赋、产业基础等特 点,培育低空经济链主企业和支撑企业,打造各具特色的低空经济产业体系,带动上下游企业集聚融合 发展。另一方面,不断探索低空经济新模式新业态。围绕低空制造、物流、旅游、农业、商贸、教育等 重点领域,打造标杆应用场景。加大低空制造产业园、低空服务产业园、低空运营保障产业园培育建设 力度,推动产业集聚和成果应用。 我国低空经济发展已形成全面布局,但是从"飞起来"到"用起来"仍面临诸多挑战。为加快形成更多发展 路径和应 ...
常熟农商银行金融助力低空经济发展
Jiang Nan Shi Bao· 2025-07-07 23:16
Core Viewpoint - The third Low Altitude (Suzhou) Industry Innovation Ecological Conference and the 2025 Digital Low Altitude Conference was held in Suzhou, focusing on the theme "Digital Innovation Leads, Intelligent Benefits for the Future" [1] Group 1: Financial Support Initiatives - Changshu Rural Commercial Bank actively engaged in the low-altitude economy sector by leveraging its financial institution advantages to communicate with industry representatives, researchers, and experts [1] - The bank has implemented various measures to support the development of the low-altitude economy, including financial service innovation, industry chain collaboration, talent cultivation, and resource integration [1][2] - Financial products offered by the bank, such as "Patent Loan," "Talent Loan," and "Hui Ke Loan," are designed to meet the needs of technology-driven companies in the low-altitude economy, characterized by light assets and high R&D investment [1] Group 2: Comprehensive Service Coverage - The bank provides full-cycle services covering all stages of enterprise development, offering construction loans for newly introduced companies and working capital support for mature enterprises [2] - A "policy supermarket" has been established, integrating over a hundred policies, including tax incentives and technological transformation subsidies, to assist companies in matching applicable projects [2] - The bank actively builds platforms for government, banks, and enterprises to connect, supporting low-altitude economic activities and promoting technological cooperation and order matching among industry chain enterprises [2] Group 3: Talent Development and Future Plans - The bank has a dedicated team for scientific and technological innovation, conducting in-depth research on low-altitude economic trends and collaborating with universities to establish postdoctoral workstations [2] - As the low-altitude economy is a rapidly growing emerging industry, the bank aims to provide comprehensive and customized financial services to enterprises in this sector through multi-dimensional initiatives [2] - The bank plans to continue its efforts in financial innovation to empower the low-altitude economy and explore new development paths in collaboration with industry stakeholders [2]
【早报】特朗普威胁对金砖国家加征10%新关税,外交部回应;央行连续第8个月增持黄金
财联社· 2025-07-07 22:58
早 报 精 选 1、 特朗普威胁对金砖国家加征10%新关税,外交部回应。 2、四部门:到2027年底,力争全国范围内大功率充电设施超过10万台。 3、央行连续第8个月增持黄金。 4、长鑫存储启动上市辅导。 5、工业富联:预计上半年净利润同比上升36.84%-39.12%。 宏 观 新 闻 1、 外交部发言人毛宁7月7日主持例行记者会。有记者提问称,美国总统特朗普批评 金砖国家推行反美政策,并威胁对其成员国加征10%的新关税。毛宁表示,关于加征 关税,中方已经多次阐明了立场,贸易战、关税战没有赢家,保护主义没有出路。 2、昨日的外交部例行记者会上,记者提问称,欧盟推迟与中国签署气候行动联合声 明。外交部发言人毛宁表示,过去10年,中国的非化石能源占能源消费总量的比重增 加至17.9%,碳排放强度下降了超过34%。中方将继续同各国一道加强应对气候变化 的国际合作,为绿色转型和人类的可持续发展作出贡献。 3、央行数据显示,中国6月末黄金储备报7390万盎司(约2298.55吨),环比增加7 万盎司(约2.18吨),为连续第8个月增持黄金。 4、国家外汇管理局统计数据显示,截至2025年6月末,我国外汇储备规模为33 ...
科创板第五套标准重启凸显制度包容性 生物医药企业踊跃申报
Zheng Quan Ri Bao· 2025-07-07 16:07
Group 1 - The core viewpoint of the articles emphasizes the importance of the fifth listing standard on the Sci-Tech Innovation Board, which allows unprofitable companies with significant market potential and approved products to access capital markets, thereby enhancing market inclusivity [1][2][3] - Shanghai Hengrun Da Biological Technology Co., Ltd. plans to apply for listing on the Sci-Tech Innovation Board under the fifth standard, despite currently being unprofitable and not having products on the market [1] - Since the introduction of the fifth listing standard, 20 innovative biopharmaceutical companies have successfully listed, with 19 of them having launched core products, indicating a growing trend in China's biopharmaceutical innovation landscape [2] Group 2 - The fifth listing standard does not impose revenue or profit requirements but focuses on the approval of main products and significant market potential, facilitating access for companies with core competitiveness [2] - The recent optimization of the fifth listing standard aims to include emerging fields such as artificial intelligence and commercial aerospace, aligning listing criteria with industry innovation [3] - Experts suggest enhancing risk prevention mechanisms and improving information disclosure to ensure the healthy development of the Sci-Tech Innovation Board, including the introduction of third-party verification and advanced regulatory technologies [3]
中国气象经济前景如何?许小峰:规模已超2000亿元,在低空经济等领域极具潜力
Mei Ri Jing Ji Xin Wen· 2025-07-07 15:13
Group 1 - The first Meteorological Economic Expo will be held from July 18 to 20 in Hefei, Anhui Province, focusing on the theme "Meteorology Integrates into the New Economy, Collaborating for a Better Future" [1][4] - The expo aims to showcase the empowerment of meteorology in various industries and establish an authoritative platform for meteorological industry information exchange, promoting sustainable development and contributing to the green transition and "dual carbon" goals [4] - The scale of China's meteorological economy has exceeded 200 billion yuan, indicating significant future growth potential, particularly in low-altitude economy, new energy, health, and cultural tourism sectors [4] Group 2 - The low-altitude economy is recognized as a strategic emerging industry, with aviation meteorological support being crucial for safe low-altitude flight and high-quality development, necessitating advanced meteorological technology and equipment innovation [4] - The China Tourism Scenic Area Association emphasizes the importance of meteorological services in ensuring the safe operation of tourist attractions and activating tourism resources, planning to deepen collaboration with the China Meteorological Service Association [5]