[Table_Title] 研究报告 Research Report 3 Jun 2025 美国航空航天与国防 US Aerospace and National Defense 腾飞的引擎：全球航空发动机产业寡头格局、价值链与投资机遇 Soaring Power: Global Aero Engine Industry - Oligopoly, Value Chain, and Investment Opportunities 杨斌 Bin Yang bin.yang@htisec.com [Table_yemei1] 热点速评 Flash Analysis [(Table_summary] Please see APPENDIX 1 for English summary) 核心观点 航空发动机作为飞机的"心脏"和工业皇冠上的明珠，是全球工业领域技术壁垒最高、市场集中度最高 的产业之一。其研发制造涉及多学科顶尖技术、巨额资本投入和漫长认证周期，形成了由 GE Aerospace、Rolls-Royce、Pratt & Whitney 和 Safran（通过 CFM International）等少数巨头主 ...

May 30, 2025 01:46 PM GMT Cross-Asset Brief Are US Assets Losing Their Safe-Haven Allure? Key Debates in Under 5 Minutes: May 2025 Don't have a lot of time? Here are some brief thoughts on a few key cross-asset debates we've had with investors in May on our out-of-consensus calls. 1) Could expected fiscal expansion lift term premium significantly? No, we expect growing deficits to be funded mostly by T-bills 2) Is it time to get strategically constructive on Chinese risk assets? No, domestic deflation and t ...

Core Viewpoint - WISeKey is set to launch its WISeSat 3.0 satellite in mid-June 2025, which will incorporate SEALSQ's Quantum RootKey technology to enhance quantum-safe space communications, marking a significant advancement in securing global data infrastructure against quantum threats [2][11]. Group 1: Satellite Launch and Technology - The WISeSat 3.0 satellite will be the first to embed SEALSQ's Quantum RootKey, initiating a new era of quantum-safe space communications [2][4]. - The satellite will utilize NIST-standardized post-quantum algorithms, including CRYSTALS-Kyber and CRYSTALS-Dilithium, for cryptographic key generation and management [3][4]. - The Quantum RootKey is designed to resist both classical and quantum cyberattacks, ensuring secure communications and digital identity services [4][8]. Group 2: Capabilities and Applications - WISeSat 3.0 will provide secure command authentication, encryption of sensitive data, and post-quantum key distribution for critical infrastructure sectors such as energy and transportation [5][10]. - The satellite will facilitate the secure onboarding of billions of IoT devices, providing quantum-resistant digital identities even in remote areas [5][10]. - The multi-layered quantum-secure platform aims to leverage space's unique properties for scientific breakthroughs, including quantum sensing and secure deep-space exploration [9][10]. Group 3: Infrastructure and Future Plans - WISeSat has established key infrastructure, including a satellite antenna in La Línea, Spain, with plans for another in Switzerland to enhance satellite constellation management [7][10]. - By 2027, WISeSat aims to create a large constellation of satellites that incorporate WISeKey cryptographic keys and PQC semiconductor technology from SEALSQ [7][10]. - The company is positioning itself to enable a scalable "Satellite-as-a-Service" business model that integrates decentralized IoT transactions and post-quantum secure communications [10][11]. Group 4: Strategic Importance - The advancements of WISeSat 3.0 are crucial for establishing a sovereign, resilient, and secure digital infrastructure amid rising geopolitical and cybersecurity tensions [11]. - The collaboration between WISeSat and SEALSQ is setting the foundation for a new generation of cyber-resilient, quantum-ready space systems, redefining global digital trust from orbit [11].

Core Viewpoint - WISeKey is set to launch its WISeSat 3.0 satellite in mid-June 2025, which will incorporate SEALSQ's Quantum RootKey technology to enhance quantum-safe space communications, addressing emerging quantum threats to global data infrastructure [2][11]. Group 1: Satellite Launch and Technology - The WISeSat 3.0 satellite will be the first to embed SEALSQ's Quantum RootKey, marking a significant advancement in quantum-safe space communications [2][4]. - This satellite will utilize NIST-standardized post-quantum algorithms, including CRYSTALS-Kyber and CRYSTALS-Dilithium, for cryptographic key generation and management [3][4]. - The Quantum RootKey is designed to resist both classical and quantum cyberattacks, ensuring secure communications and digital identity services [4][8]. Group 2: Capabilities and Applications - WISeSat 3.0 will provide secure command authentication, encryption of sensitive data, and post-quantum key distribution for critical infrastructure sectors such as energy and transportation [5][10]. - The satellite will facilitate the secure onboarding of billions of IoT devices, providing quantum-resistant digital identities even in remote areas [5][10]. - The multi-layered quantum-secure platform aims to leverage space's unique properties for scientific breakthroughs, including quantum sensing and secure deep-space exploration [9][11]. Group 3: Infrastructure and Future Plans - WISeSat has established key infrastructure, including a satellite antenna in La Línea, Spain, with plans for another in Switzerland to enhance satellite constellation management [7][10]. - By 2027, WISeSat aims to create a large constellation of satellites that will integrate WISeKey cryptographic keys and PQC semiconductor technology from SEALSQ [7][10]. - The company is positioning itself to enable a scalable "Satellite-as-a-Service" business model, integrating decentralized IoT transactions and post-quantum secure communications [10][11].

The order marks a significant commercial milestone and signals Rail Vision’s continued expansion in the Latin American market Ra’anana, Israel, June 03, 2025 (GLOBE NEWSWIRE) -- Rail Vision Ltd. (Nasdaq: RVSN), a leader in railway safety and AI-driven vision technology, announced today it has secured a $335,000 follow-on order from a prominent Latin American mining company for its MainLine system. The order follows a long-term and successful trial of the system under demanding operational and environmental ...

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Becton, Dickinson and Company (BDX) , popularly known as BD, along with its subsidiary C.R. Bard Urology and Critical Care, recently issued an urgent update regarding the use of its esophagogastric balloon tamponade tubes. These medical devices are used in emergency situations to control bleeding from enlarged veins in the esophagus and stomach by inflating balloons that apply pressure to the bleeding area.The warning comes considering one reported death and two serious injuries tied to complications during ...

3、欧洲能源税指令（Energy Taxation Directive, ETD）的修 订。ETD 规定了道路交通运输、热力和电力燃料的最低消费税税率， 自 2003 年后在"Fit for 55"中首次修订。欧盟委员会认为 ETD 包 含较低的最低税率和成员国的减税及免税政策，实际上助长了化石燃 料的消费。在改革后，传统化石燃料将开始征税，在 2023-2033 年， 运输用能源税逐步提到 10.75 欧元/GJ，取暖用能源税逐步提到 0.9 欧元/GJ。 四、综合分析国际和国内 SAF 的发展 答：SAF 在全球范围内尚处于初期阶段，作为主要经济体的欧盟、 美国、中国正在不断颁布新的相关支持政策。欧盟和美国的政策相对 较为完善，中国近年来也逐渐重视，积极参与国际合作推动产业发展。 证券代码：300664 证券简称：鹏鹞环保 鹏鹞环保股份有限公司 投资者关系活动记录表 投资者关 系活动类 别 □√特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 （请文字说明其他活动内容） 参与单位 名称与人 员姓名 金塔克资产沈海 时间 2025 年 05 月 30 日 1 ...

2025年5月29日 一、科学选购、仔细查看。要通过正规渠道购买粽子，购买预包装粽子时，要注意查看包装袋是否有破损、漏气或涨袋现象，标签信息是否齐全，速冻粽子 是否满足低温储存条件；购买散装粽子时，注意查看有无发霉、变质、异味等情况，食品标签是否完整。网购粽子时，要注意查看商家的食品生产/经营许 可证、产品生产日期、保质期等信息。 二、蒸熟煮透、科学存放。预包装粽子可按照标签标示的食用方法进行加工制作，散装粽子可参照预包装粽子的食用方法，确保蒸熟煮透后再食用。预包装 粽子应按照包装上储存方式储存，开袋的粽子，室温存放不要超过2小时，没吃完的粽子需在放凉、水分沥干后冷藏或冷冻，并尽快食用，再次食用时须彻 底加热。 三、特殊人群、控制食量。粽子主要以糯米或其他谷类食物为主要原料，升糖指数高，糖尿病患者应严格控制食用量，老年人、儿童等肠胃消化功能较弱者 应少量食用。 四、合理消费、注意维权。粽子作为端午节节令食品，消费量大，但也要注意合理消费，散装粽子最好现吃现买。如果发现购买的粽子或生产经营粽子的单 位存在食品安全问题，可拨打12345投诉举报电话，依法维护自身合法权益。 赤峰市市场监督管理局 赤峰市市场监督管理 ...

Core Points - The Anqing Market Supervision Administration conducted a special supervision and sampling inspection of key seasonal foods for the Dragon Boat Festival, ensuring consumer rights to know about food safety [3][4] - All 60 batches of samples from eight categories of food, including catering, egg products, pastries, alcoholic beverages, meat products, dairy products, candy, and beverages, passed the safety standards [3][4] Group 1: Inspection Results - The inspection covered eight categories of food: catering, egg products, pastries, alcoholic beverages, meat products, dairy products, candy, and beverages [3] - All sampled products were found to be compliant with national food safety standards and quality requirements [3][4] Group 2: Consumer Guidance - Consumers are advised to purchase food from reliable channels and keep shopping receipts [3] - Important packaging information such as production date, shelf life, producer name and address, and ingredient list should be checked [3] - Consumers should avoid purchasing products without factory name, address, production date, and shelf life, as well as those past their expiration date [3]