Core Viewpoint - The defense and military industry sector experienced a decline after four consecutive days of gains, with the ETF code "512810" dropping over 2% on July 30, 2023, despite signs of capital accumulation during the downturn [1][3]. Group 1: Market Performance - The defense military ETF (512810) fell by 2.01%, closing at 0.683, with significant declines in constituent stocks such as Construction Industry, which hit the limit down, and others like 6912 and Hongdu Aviation, which dropped over 5% [1][2]. - There was a notable increase in market premium for the ETF, indicating that investors were actively buying on dips, with over 35 million yuan entering the market in the previous two days [1][3]. Group 2: Future Catalysts - Upcoming events such as the Army Day and the 93rd National Day military parade are expected to stimulate the defense and military market [1][3]. - Analysts predict that the defense and military industry will enter a performance realization phase in the second half of 2025, driven by personnel adjustments, institutional reforms, and a backlog of orders [3]. Group 3: Financial Performance - Data shows that 42 military stocks reported a combined net profit of nearly 5.6 billion yuan for the first half of 2025, reflecting a year-on-year growth of over 45%, marking the highest level in five years [3]. - The ETF (512810) covers a wide range of sectors, including commercial aerospace, low-altitude economy, large aircraft, deep-sea technology, military AI, and controllable nuclear fusion, making it a diversified investment option [3]. Group 4: Investment Accessibility - The ETF underwent a share split in June, reducing the investment threshold by half, allowing investors to access core military assets for less than 70 yuan [3].

通俗地讲，低空监管服务运营平台就像"千里眼"，能够精准"捕捉"快速移动的无人机。济宁飞控中心是山东首个5G-A 多模态融合低空飞行监管平台，目前，已建成太白湖景区核心区示范点，正在建设运河城商业核心区和大安机场两个 示范点，初步构建覆盖约25平方公里的低空智联基础设施网络。为下一步低空经济发展提供安全基座。 通过5G-A网络规模化覆盖，为低空飞行设备和地面设备的实时通信和数据交换提供支撑。采用5G-A通感一体基站结 合TDOA时差定位技术，配合AI算法，可实现对包括空中的无人机、飞鸟、气球等物体的清晰识别，准确率达95%； 融合RID识别与协议破解技术，飞手定位精度≤10米，不管是否报备，都能及时找到无人机的操控者；通过逆向解析控 制信号，成功实现导航诱骗功能，大幅提升低空威胁处置效率。作为低空监管的核心技术基座，通过"感知-定位-决 策"技术闭环，努力建设"可预警、可追踪、可处置"的空中监管体系。 当前，低空经济已经成为一个网络热词、社会热点。发展低空经济，安全可控与智联基建是产业发展的核心命题，可 以说，没有安全保障，就没有低空经济。 在山东济宁，山东移动联合当地政府部门依托中国移动5G-A技术，积极打造 ...

【投国防军工，选"512八一0"】 代码含"八一"的国防军工ETF（512810）：兼顾传统主战力量+新域新质力量，覆盖"商业航天 + 低空 经济 + 大飞机 + 深海科技 + 军用AI + 可控核聚变"等诸多热门题材，同时是融资融券标的+互联互通标 的。 连涨4天后，7月30日，国防军工盘初冲高回落，午后加速走低！代码有"八一"的国防军工ETF （512810）跌逾2%，成份股建设工业跌停，六九一二、洪都航空跌逾5%。 值得关注的是，512810场内溢价走阔，资金逢跌吸筹痕迹明显。此前2日，已有超3500万元资金进场。 | 19 SECHE SEL 78 THE ESS T.A @ (2) > | 例 3日 1分 · | | | | | | | | | | | | | 国防军工程工作(1) | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.683 -0.014 -2.01% | 0.71 | | 512810[EM6 ...

Core Points - The Guangzhou Development Zone is investing approximately 200 million yuan to support the low-altitude economy and aerospace industry, with a maximum single award of 30 million yuan for companies obtaining key aviation certifications [1] - The new policy aims to create a comprehensive ecosystem for the low-altitude economy, including a layout of low-altitude takeoff and landing points and flight routes [1][4] - The area has already attracted over 50 upstream and downstream enterprises, generating a total output value of 14.8 billion yuan, with 26 low-altitude projects signed in the past year totaling 18.3 billion yuan in investment [4] Investment and Infrastructure - The policy includes a "3+9+N" layout system for low-altitude takeoff and landing points, consisting of 3 hubs, 9 landing sites, and multiple takeoff points [1] - A low-altitude equipment manufacturing park covering 5 square kilometers is being planned, which will include advanced technology laboratories and multifunctional testing runways [4] - The area has conducted 1,923 flight activities with a total flight time of 243 hours and a flight distance of 3,760.57 kilometers, utilizing an airspace of 408.4 square kilometers [4] Application and Development - The local government is promoting 16 typical application scenarios and a list of 55 specific opportunities in the low-altitude economy [4] - Successful applications in the area include the use of drones for precision farming, which has increased operational efficiency by over 30% and reduced costs by 20% [4] - Plans are in place to deploy 100 government drones within three years, opening up 10 commercial application scenarios including smart logistics and emergency rescue [4]

Core Viewpoint - Hangshi Group aims to become a world-class industrial investment group, achieving a revenue of $39.496 billion and ranking 394th on the Fortune Global 500 list for two consecutive years [9]. Group 1: Financial Performance - In the first half of the year, Hangshi Group reported a revenue growth of 22.7% and a profit increase of 9.73%, indicating strong operational performance [10]. - The manufacturing sector's profit contribution has been steadily increasing, becoming the main source of profitability for the group [12]. Group 2: Strategic Initiatives - Hangshi Group is focusing on the integration of traditional and emerging industries, implementing six major enhancement actions to boost core competitiveness and brand influence [9][10]. - The group has invested over 6 billion yuan in the first half of the year across various sectors, including significant projects in low-altitude technology and synthetic biology [12]. Group 3: Innovation and Technology - The establishment of a technology industry department aims to enhance innovation and increase R&D investment, with a three-year plan to double R&D funding [14][15]. - The "AI+" initiative is being pursued to drive the intelligent upgrade of traditional manufacturing [13]. Group 4: Future Industry Development - Hangshi Group is accelerating its layout in future industries such as low-altitude economy and synthetic biology, with a focus on creating a high-quality industrial ecosystem [17]. - The group has launched the "Shiye Zhito" investment brand and a 10 billion yuan mother fund to support innovative projects [9][19]. Group 5: Global Expansion - Hangshi Group is actively pursuing international expansion, with a focus on integrating investment, trade, and services in its global strategy [22]. - The group has achieved a 35% year-on-year increase in international trade sales volume in the first half of the year [23].

Economic Overview - Guangzhou's GDP nominal growth rate is approximately 5.5%, which is higher than the provincial rate of 5.3% and the rate of Chongqing at 5.23% [1] - The city's industrial output value has finally returned to positive growth after 15 months of decline, with a growth rate of 0.7% [1][4] - Real estate development investment has also turned positive, showing a year-on-year growth of 4.1% after three years of negative growth [1][9] Industrial Performance - The automotive sector remains sluggish, with a year-on-year decrease in output value of 5.7%, although the decline has narrowed compared to the first quarter [4] - Other industrial sectors, such as electrical machinery and specialized equipment manufacturing, have shown better performance, with growth rates of 11.3% and 7.5% respectively [4][5] - The production of new energy vehicles has increased by 9.5% year-on-year, indicating a recovery in this segment [5] Foreign Trade - Guangzhou's foreign trade has seen significant growth, with total trade reaching a historical high of 6050.5 billion yuan, a year-on-year increase of 15.5% [10] - The export growth rate is particularly impressive at 25.2%, making it the highest among the top ten foreign trade cities [10][11] - The export of electric vehicles, lithium batteries, and photovoltaic products has contributed to this growth, with a 30.8% increase in these "new three items" [11] Real Estate Sector - After three years of negative growth, real estate investment in Guangzhou has shown signs of recovery, with a 4.1% increase in the first half of 2025 [9] - The sales situation in the real estate sector has not significantly improved, but there has been a rebound in land sales, new construction areas, and new investment amounts [9] Contribution of Private Enterprises - Private enterprises, such as Xpeng Motors and Shein, have played a crucial role in boosting exports, with Xpeng's overseas sales increasing by 217% year-on-year [13] - The number of foreign trade enterprises in Guangzhou has reached 23,000, an increase of 10.3%, indicating a growing participation of private companies in the export market [13]

"中国飞谷"未来科技城低空经济产业园。 杭州的无人机爱好者们注意啦！家门口又多一处"飞行驾照"考点！近日，余杭首个由中国民航局认 证的民用无人驾驶航空器操控员执照考点迎来首批考生，理论考试780人、实操考试681人，场面火爆。 考点所在的南湖未来科学园区域，正是杭州未来科技城精心布局低空经济的核心地带。作为余杭这 一浙江省低空经济"先飞区"试点的核心承载区，未来科技城已集聚零零科技、迅蚁科技等百余家优质低 空创新企业，覆盖从生产制造、技术研发到商业应用、运行服务的全链条，初步形成具有显著协同效应 的产业集群。一个充满活力与创新基因的低空经济生态系统，正在这里加速成型。 杭州未来科技城管委会相关负责人表示，借助系列产业活动，未来科技城接下来将致力于培育好现 有的无人机应用及产业化等优质项目，并围绕上下游产业链招引新项目，从而加快以低空经济为代表的 未来产业在科技城成势发展。 聚焦这片创新热土，低空经济领域的技术突破不断涌现，企业创新是其中最活跃的力量。重隼智能 科技（浙江）有限公司研发的网捕无人机，搭载了全自动智能抓捕系统，能够快速识别、锁定并精准拦 截"黑飞"目标，填补了当前低空安全领域物理防控的空白。天目山 ...

公司回答表示：尊敬的投资者，您好！公司仍在积极推进低空经济相关业务布局，核心抓手是自主研发 的"无人机综合业务管理平台"。该平台以应急指挥调度与无人机应用管理一体化为设计思路，已具备模 块化、可快速部署能力，可广泛服务于消防巡检、城市安防、应急救援等场景。业绩情况请以公司披露 的定期报告为准，公司将继续无人机平台研发及行业示范应用的投入，力争抓住低空经济政策窗口，感 谢您的关注！ 金融界7月30日消息，有投资者在互动平台向华平股份提问：公司是否还在布局低空经济市场，近半年 这方面业绩如何。 来源：金融界 ...

一股"神秘力量" 正悄悄地改变楼市的格局！ 上周五，上海举行了今年第六批次土拍，其中，浦东、虹口地块均触发中止价，徐汇地块更是以超20万 元的楼面单价，刷新了上海乃至全国涉宅用地成交楼面价。 无独有偶，在房企们争相竞逐上海核心地块的前几天，深圳前海桂湾的宅地土拍上，12家房企及联合体 同台竞价，最终超8.4万元的楼面成交单价，同样一举刷新深圳近十年来单价纪录。 土拍市场的火热，本质上是资本对优质资源的追逐，也是对未来城市价值格局的投票。 而对购房者来说，怎么才能踩准楼市的节拍？ 核心地段的价值锚点，早就藏在这硝烟味十足的土拍里了。 土拍后，前海价值再次被重估 当购房者还沉浸在楼市调整期的纠结中时，开发商已经用真金白银果断出手了！ 在上海，徐汇区的衡复地块经过28轮竞价，被上海祺祥旺宇置业有限公司以12.25亿元的价格收入囊 中。该地块成交楼面价20万元/平方米，溢价率22.38%。 或许正清晰地指向三个方向 01 在深圳，前海桂湾的宅地以21.55亿成交，溢价率高达86.1%。该溢价率不仅创造了2025年最高溢价率纪 录，更创下深圳2024年取消15%溢价上限后的新高，楼面价更一举刷新了深圳住宅用地楼面价的历 ...

合肥：气象服务精准"护航"低空经济 在素有低空经济"超级实验场"的安徽合肥骆岗公园，气象部门部署的移动边界层气象观测方舱可实时捕 捉低空飞行空域的风、温、湿等气象信息，为保障低空飞行安全、提高低空经济效益提供数据支撑。 西安：低空经济产业链生态加速成型 陕西西安落地无人机产业链上下游企业106家，开辟的低空物流航线高频次运输科技成果样品、精密仪 器等物资。 低空经济与商业航天作为备受关注的新兴产业，已经成为驱动新质生产力的重要引擎。近年来，随 着"低空+"赋能千行百业，低空经济已在城市治理、空中交通、应急救援、低空文旅等多个场景崭露头 角，丰富的应用场景加速了全产业链的聚集，中国多地全链条布局无人机研发、测试、生产、运 营，"天空之城"加速成型。 深圳：持续发力低空经济更智能化精细化 广东深圳持续发力低空领域。近期，深圳占地超1.2万平方米，集无人机技术测试、飞行训练、赛事运 营于一体的综合化无人机测试中心投入使用，"一网统飞低空智慧巡检服务平台"发布，平台覆盖高速、 交通、交警、水务等8大城市管理领域，领域治理更加智能化、精细化。 广东：低空经济链条完备规模超千亿元 广东目前已形成较为完备的低空经济链条，全 ...