最强战略轰炸机有多烧钱？ B-2轰炸机于1989年首飞，到目前为止仍然是全球最强大的战略轰炸机，从1997年服役开始算，至今已经28年了。B-2轰炸机的造价高昂，以当年的价格计算每架 成本超过21亿美元，按今日价格接近50亿美元。 历时13天的以伊冲突最近告一段落，特朗普虽然说冲突可能还会继续，但还是对伊朗"事先通报"的对美军基地的导弹攻击，评价"非常友好"。而这场冲突的降温转 折点正是美国出动B-2轰炸机结合巨型钻地弹打击伊朗核设施，甚至北约秘书长吕特的玩笑话都让特朗普有种被"跪舔"的得意洋洋。 这次针对伊朗名为"午夜之锤"的军事行动是有记录以来，美军B-2轰炸机首次大规模实战部署。根据公开信息，美国空军一口气共出动13架B-2，其中7架从本土飞 行主攻伊朗，还出动了6架在关岛佯动。 有媒体称，此次行动创下多项纪录：B-2单机往返航程超2.2万公里，动用约三分之二现役B-2机队，号称实现了"声东击西"的战略欺骗。 虽然有报道称B-2轰炸机的实际打击效果有限，但伊朗政府也承认，地下核设施确实受到了打击，6月26日，特朗普在其社交媒体平台上发文表示，伊朗核设施内 没有任何东西被搬走，打击效果非常好，并称之前的打 ...

Group 1 - The establishment of three new military academies, including the Army Branch University, Information Support Engineering University, and Joint Logistics Support Engineering University, aims to attract high school graduates and enhance military education [1] - The Information Support Engineering University is formed from the National University of Defense Technology's Information Communication College and the Army Engineering University's Communication Non-Commissioned Officer School, focusing on specialized courses related to future warfare [1][8] - The university emphasizes the integration of advanced technologies such as drones and robotic systems in training, simulating future combat scenarios [1] Group 2 - The electromagnetic spectrum monitoring vehicle is described as the "ears" of the battlefield, capable of identifying interference sources in noisy electromagnetic environments [3] - The concept of the electromagnetic spectrum is likened to a highway for various signals, highlighting the importance of signal management in military operations [4] - The university's advanced laboratory features innovative technologies like "atomic antennas," which utilize cesium atoms to manipulate signals, showcasing cutting-edge research [6] Group 3 - The Information Support Engineering University is positioned as a "talent incubator" for future warfare, with a curriculum designed to be 100% informationized and 100% intelligent [8] - The university offers a total of ten high-tech majors, indicating a strong focus on modern military needs and technological advancements [8] - Historical context is provided, illustrating the evolution of communication technology from the Liberation War to contemporary advancements, emphasizing the enduring mission of military communication [10]

马斯克：特斯拉Model Y首次在公共高速公路上实现完全无人驾驶，没有车内人员或远程操作的自动驾 驶。 ...

Core Viewpoint - The military industry sector in Hong Kong and A-shares is experiencing significant growth, driven by the anticipation of a military parade on September 3, commemorating the 80th anniversary of the victory in the Anti-Japanese War, which is expected to enhance market attention and boost valuations in the military sector [6][7]. Group 1: Market Performance - The military sector in the Hong Kong stock market has seen substantial gains, with Aerospace Holdings rising over 6% and China Shipbuilding Defense increasing over 5% [2][3]. - In the A-share market, various sub-sectors such as military equipment, military information technology, and military electronics have also performed strongly, with companies like Zhongke Haixun and Guorui Technology hitting the daily limit up [3][4]. Group 2: Upcoming Events - The military parade on September 3 is expected to showcase all domestically produced main battle equipment, highlighting China's defense technology and weaponry development capabilities [6][7]. - Historical trends indicate that major military parades often act as catalysts for the military stock market, enhancing public awareness and reinforcing national defense security consensus [6][7]. Group 3: Global Military Trade and Demand - The global military trade market is projected to reach $111.6 billion in 2024, with a year-on-year growth of 15.2%, where the U.S. holds a 37.9% market share and China accounts for approximately $3.22 billion (around 220 billion RMB) [10]. - The ongoing geopolitical tensions are accelerating global military trade demand, with expectations that China's military equipment market share could reach 15-20% by 2030, translating to a market demand of approximately 1500-2000 billion RMB annually [10][11]. Group 4: Future Outlook - The military industry is expected to maintain high growth due to robust order backlogs and accelerated production schedules, with the upcoming 14th Five-Year Plan likely to further stimulate development [7][11]. - Increased global military spending, driven by geopolitical uncertainties, is anticipated to sustain demand in the military sector, benefiting upstream materials such as titanium alloys and tungsten [11].

| 日期 | 2025/6/26 | | --- | --- | | 当前股价(元) | 21.06 | | 一年最高最低(元) | 24.36/7.23 | | 总市值(亿元) | 96.35 | | 流通市值(亿元) | 72.81 | | 总股本(亿股) | 4.58 | | 流通股本(亿股) | 3.46 | | 近 3 个月换手率(%) | 148.67 | 北交所公司深度报告 同力股份（834599.BJ） 2025 年 06 月 27 日 投资评级：买入（维持） 北交所研究团队 新能源与无人驾驶技术赋能高毛利新品，矿卡龙头打开增长空间 ——北交所公司深度报告 诸海滨（分析师） zhuhaibin@kysec.cn 证书编号：S0790522080007 2025Q1 公司营收 15.36 亿元（+28.34%），归母净利润 1.87 亿元（+58.45%） 2025 年一季度公司实现营收 15.36 亿元，同比增长 28.34%；归母净利润 1.87 亿 元，同比增长 58.45%；扣非归母净利润 1.85 亿元，同比增长 60.66%。受下游需 求影响，我们维持 2025 年盈利预测，下调 2 ...

Core Viewpoint - Yikong Zhijia is positioning itself as a leader in the autonomous driving sector for mining, aiming to become the first publicly listed company in this niche by submitting its IPO application to the Hong Kong Stock Exchange [3][7]. Company Overview - Yikong Zhijia specializes in L4 level autonomous driving services for open-pit mining, catering to major clients such as State Energy and China Coal [3]. - The company has a dual revenue model: Transport-as-a-Service (TaaS) and Autonomous Tech-as-a-Service (ATaaS), with TaaS contributing 54% of cash flow in the previous year [5][8]. Financial Performance - The company has seen significant funding rounds, including a 120 million RMB A round in 2022 and a 280 million RMB B round in 2023, with a projected revenue structure for 2024 showing 52% from hardware sales, 35% from software licensing, and 13% from maintenance and integration services [4][5]. - Gross margin improved from -12% in 2022 to 1.6% in 2023, with expectations to stabilize at 7.6% in 2024 [4]. Market Strategy - The company plans to utilize its recent 400 million RMB D round funding to expand production capacity and enhance R&D for vehicle components and software solutions [7][8]. - Yikong Zhijia aims to capture international markets, with a roadmap indicating that by 2027, overseas revenue will account for 40% of total revenue, focusing on regions like Australia, the Middle East, and South America [8][9]. Industry Outlook - The market for autonomous mining solutions in China is projected to grow from approximately 3.5 billion RMB in 2024 to 7 billion RMB by 2030, with a global market expansion from 700 million USD to 8.1 billion USD during the same period, reflecting a compound annual growth rate exceeding 40% [8]. - The company is strategically positioned to leverage the increasing trend of mining automation, although it faces potential competition as more players enter the market [11].

Core Insights - The launch of the first L4 level autonomous public transport line in Jinan marks a significant advancement in the city's smart driving sector, transitioning from L3 to L4 in just six months [1][6][12] - Jinan is positioning itself as a "driverless city" with ongoing developments in various autonomous driving applications, including logistics and sanitation [7][10][15] Group 1: Autonomous Public Transport - The L4 level autonomous buses, which lack a driver's seat and traditional controls, are equipped with numerous sensors and laser radars for environmental scanning [4][6] - The public's interest in the L4 buses has been high, with over 2,300 citizens having experienced the earlier L3 level service within two months of its launch [6][12] - The transition from L3 to L4 represents not only an upgrade in classification but also a comprehensive technological enhancement [6] Group 2: Broader Applications of Autonomous Driving - Jinan is expanding its autonomous driving initiatives beyond public transport, with L4 level autonomous delivery vehicles already operational, achieving a 30%-50% reduction in transportation costs [7][8] - Autonomous cleaning vehicles are also being deployed, enhancing efficiency and quality in sanitation operations [10] Group 3: Infrastructure and Industry Development - Jinan benefits from extensive infrastructure for testing autonomous vehicles, including a 26-kilometer closed highway and 174.75 kilometers of public roadways designated for testing [10][12] - Collaborations with companies like Huawei for developing autonomous mining vehicles indicate a growing industrial base in Jinan [10] Group 4: Policy Support and National Pilot Programs - Jinan's progress in autonomous driving is supported by comprehensive policy frameworks established since 2018, facilitating testing and commercial applications [12][13] - The city has been recognized as a national pilot for electric public vehicles and smart connected vehicles, which will drive further investment and infrastructure development [13] Group 5: Learning from Other Cities - Jinan is looking to cities like Wuhan and Guangzhou for best practices in autonomous driving, particularly in policy innovation and infrastructure development [15][17] - The experiences of these cities highlight the importance of a robust smart traffic system and supportive regulations for the successful implementation of autonomous vehicles [15][17]

出品｜搜狐科技 作者｜常博硕 "未来在特斯拉车主不开车的时候，车辆可以变成共享出租车来赚钱。"马斯克在2016年HW2.0发布时画的饼，如今可能真的要实现了。 埃隆·马斯克曾公开表示，特斯拉的车队将融合Uber和Airbnb的模式。特斯拉车主可以在不使用车辆时，通过应用程序将其添加到自动驾驶车队中。车主将 获得收入，特斯拉则会抽取少量佣金。如今看来这一愿景说不定真的要实现了。 特斯拉Robotaxi究竟靠谱吗？ 当地时间2025年6月22日（星期日），特斯拉在德克萨斯州奥斯汀正式启动了其Robotaxi（无人驾驶出租车）试运营服务 。埃隆·马斯克在X平台上兴奋地宣 布了这一消息，并表示乘客将支付4.20美元的固定费用 。这个特定的定价，一个带有"420"大麻文化暗示的数字，也体现了马斯克一贯的幽默感 。 此次初始部署规模有限，仅有10辆左右的2025款Model Y车型投入运营。首批体验目前采用邀请制，仅限选定一些网红、投资者以及特斯拉的粉丝参与。运 营范围被严格限制在奥斯汀的一个特定区域内，运营时间为美国中部时间上午6点至午夜12点。所有运营车辆的前排座位上都配备一名人类安全员，尽管这 名安全员不主动控制车 ...

汽车行业 超配（维持） 汽车行业双周报（2025/06/13-2025/06/26） 行 业 小米 YU7 正式发布，特斯拉 Robotaxi 自动驾驶开启服务 2025 年 6 月 27 日 投资要点： 申万汽车行业指数走势 证 资料来源：iFinD，东莞证券研究所 本报告的风险等级为中风险。 本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。 请务必阅读末页声明。 分析师：刘梦麟 SAC 执业证书编号： S0340521070002 电话：0769-22110619 邮箱： liumenglin@dgzq.com.cn 申万汽车行业指数涨跌幅：截至2025年6月26日，申万汽车板块近两周 下跌1.66%，跑输沪深300指数3.04个百分点，在申万31个行业中排名第 24名；申万汽车板块从6月初至今下跌0.35%，跑输沪深300指数3.11个 百分点，在申万31个行业中排名第22名；申万汽车板块从2025年初至今 上涨8.19%，跑赢沪深300指数7.91个百分点，在申万31个行业中排名第 4名。 周 报 行 业 研究助理：吴镇杰 SAC 执业证书编号： S03 ...

本周有不少科技新鲜事：小米发了第一台SUV，1小时大定破28万辆、多家充电宝暴雷被集体召回、特斯拉无人驾驶出租车正式上路、 苹果官方终于接入国补，更便宜的买法要来了？本期《科技很有料》（6月27日）@三易生活、@快科技、@躺倒鸭、@公子故事会、 @唐辰同学、@虎嗅、@手机中国、@通信世界、@果粉俱乐部、@机智猫，一起跟着他们看看那些有料的产品和有料的事儿： 小米新车1小时28万辆，雷军连喊三个安全 回顾：小米YU7、小米MIX Flip 2、小米AI眼镜发布，其中最受期待的是小米首款SUV——小米YU7，1小时大定突破了28万辆，雷军 发布会上指安全是前提是基础也是一切。 @三易生活：在常温环境下，我们手头这台12GB+512GB的MIX Flip 2，CPU单核已经可以跑到2900分以上的成绩，已然胜过了许多大 尺寸的直板和折叠屏机型。在加上额外的散热措施后，MIX Flip 2的单核释放更是激进到接近3100分。不同温差下的跑分差异大约为 6.3%，远低于我们的预期。 小米MIX Flip 2首测，重塑"小折叠"性能秩序 @快科技：雷军说全系车型累计投入653台测试车，完成1062万公里多场景验证，涵盖辅 ...