没有股票账户的投资者可关注国泰中证细分机械设备产业主题ETF联接A（012516），国泰中证细分机 械设备产业主题ETF联接C（012517）。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不预示 未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参考，不 构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险等级相 匹配的产品。基金有风险，投资需谨慎。 （文章来源：每日经济新闻） 国泰海通证券指出，《计量支撑产业新质生产力发展行动方案（2025-2030年）》明确围绕宇航重大工 程、商业航天、商用飞机、航空发动机、低空经济等国家战略性新兴产业需求，开展航天器在轨运行、 卫星遥感与通信、空间探测、商用飞机智能制造、低空航空器等关键共性计量技术研究，攻克低空航空 器智能感知、定位导航、能源动力等关键参数测量校准技术。深圳无人机物流航线增至301条，低空经 济产业规上企业增加值达213.8亿元，同比增长26.4%，产业链企业超1900家，显示低空经济产业化进程 加速。机械行业关注人形机器人量产风口下的价值锚点，触 ...

Group 1 - The State Council's guidance aims to implement large-scale vocational skills training from 2025 to the end of 2027, targeting over 30 million training sessions focused on high-demand industries and key employment groups [1] - The training will emphasize sectors such as advanced manufacturing, digital economy, low-altitude economy, transportation, agriculture, and life services, enhancing the supply of skilled labor [1] - The guidance encourages localities to improve the quality and effectiveness of vocational training, engaging various training institutions and promoting a project-based training model that links job demand with skills training and employment services [1] Group 2 - Public training bases have played a significant role in enhancing labor skills and improving employment quality, with 414 bases established since 2016, supported by central budget investments [2] - In 2024, public training bases trained 1.63 million individuals, marking a 10% increase year-on-year, including 510,000 university graduates, 400,000 employees, 250,000 migrant workers, and 12,000 veterans [2] - These bases not only focus on skills training but also expand into skills evaluation, entrepreneurship training, employment recruitment, skills competitions, teacher training, and course development, fostering a skilled and innovative workforce [2]

Group 1 - The aerospace and defense industry is experiencing an upward trend, contrasting with the downward pressure faced by other sectors, highlighting its comparative advantages [2] - The upcoming "2025 International Low Altitude Economy Expo" from July 23 to 26 will showcase revolutionary breakthroughs in low-altitude technology, featuring nearly 300 leading global companies and innovations such as drones and eVTOLs [1] - The overall sentiment in the military industry is expected to improve, with companies gradually releasing positive half-year performance forecasts, indicating a recovery in fundamentals and market sentiment [1][2] Group 2 - The aerospace ETF (159227) tracks the National Aerospace Industry Index, with a high concentration of 98.2% in defense and military sectors, making it the purest military ETF in the market [2] - As of June 30, 2025, the top ten weighted stocks in the National Aerospace Industry Index (CN5082) account for 49.42% of the index, including companies like Guangqi Technology and AVIC Shenyang Aircraft [2]

7月9日，广东能飞航空集团与湘江集团湘江通航公司正式签约，携手启动无人机飞手培训项目。双方将 共建国内一流的低空经济人才培训基地、无人机技术研发中心，面向全国培养和输送一大批实用的无人 机复合型专业人才，为湖南构建多元低空应用场景、完善低空产业生态注入新动能。 关于湘江集团 湖南湘江新区发展集团有限公司(简称湘江集团)于2016年6月挂牌成立，是涵盖片区开发、城市运营、 金融服务、产业投资的市属投资类国有企业，是湖南湘江新区基础设施建设、片区开发、现代产业体系 构建、生态环境开发和治理、两型社会建设的重要载体。 集团现有10个中心，14家全资一级子公司，2家一级控股子公司，控股1家上市公司，获评"中国服务业 企业500强""湖南企业100强""湖南服务业企业50强""湖南省企业税收贡献100强"。拥有惠誉授予 的"BBB"和中诚信(亚太)"Ag"级国际信用等级，以及中诚信国际授予的国内最高信用等级"AAA"级。 湘江集团党委副书记、董事、总经理李志军，广东能飞航空集团副董事长邓海辉、副总经理秦艺雯，湘 江集团战略运营中心、投资发展中心、湘江通航公司相关负责人出席此次签约仪式。 项目直击百万级无人机操控员缺口 ...

Core Viewpoint - The report highlights significant adjustments in the portfolio of funds managed by Cui Chenlong, focusing on increased investments in solid-state battery technology and robotics, while reducing holdings in companies like China Unicom and Chipone Technology. Despite these strategic shifts, the performance of the funds has not been outstanding, with some showing negative returns [1][5]. Group 1: Fund Adjustments - Cui Chenlong's funds have notably increased their positions in solid-state battery companies such as Shenghong Co. and Jinpan Technology, with share increases of 25.82% and 48.09% respectively compared to the end of the first quarter [1][2]. - Other funds managed by Cui also reflect similar trends, with increased holdings in Shenghong Co. and Jinpan Technology, while reducing stakes in China Unicom, Chipone Technology, and Shandong Gold [3][4]. Group 2: Performance and Market Sentiment - The overall performance of Cui Chenlong's funds has been lackluster, with several funds experiencing net redemptions due to poor performance, including a significant redemption of approximately 18.3 million shares in the previously high-performing Qianhai Kaiyuan Public Utilities fund [5][6]. - The Qianhai Kaiyuan Public Utilities fund recorded a net value growth rate of 4.25% in the second quarter, making it the best-performing fund among those managed by Cui, although it still ranked poorly among similar funds [5][6]. Group 3: Future Outlook - Looking ahead, Cui Chenlong expresses optimism about investment opportunities in emerging sectors such as robotics and artificial intelligence, anticipating significant applications by 2025 [5]. - The report indicates a continued focus on the energy sector, with an emphasis on long-term investment opportunities despite short-term market fluctuations in certain segments [5][6].

Core Viewpoint - The event "Low Altitude Application Flight Show" showcased over 100 low-altitude application subjects, highlighting the potential and innovation within the low-altitude economy, setting the stage for the upcoming 2025 International Low Altitude Economic Expo [1][48]. Group 1: Event Overview - The flight show took place on July 20 at the Sheshan Moon Lake Sculpture Park in Shanghai, featuring over 30 well-known industry companies [1]. - The first day attracted more than 1,000 professional attendees and over 50 media outlets, indicating strong interest in the low-altitude industry [3]. Group 2: Innovative Applications - Drone flag-raising combines technology with ceremonial significance, enhancing visual effects at large events [5][6][7]. - Drone flower scattering is used to create romantic or celebratory atmospheres, demonstrating the integration of technology in event settings [8][10]. - Forest firefighting drones can carry 50 kg fire extinguishing payloads, providing efficient emergency response in complex terrains [12]. - Heavy-lift drones for emergency rescue can transport supplies and personnel in challenging environments, improving rescue efficiency [14]. - Hydrogen-powered logistics drones offer high energy density and environmental benefits, with a payload capacity of 20 kg and a flight duration of 60 minutes [16]. - Hydrogen fuel cell inspection drones excel in long-range and complex environment inspections, showcasing their advantages in various scenarios [17]. - Fixed-wing mapping drones utilize remote sensing equipment for efficient geographic data collection, gradually replacing traditional surveying methods [19]. - Agricultural drones are designed for pest control and fertilization, becoming essential tools in modern agriculture [21][22]. - Lifesaving drones are specifically designed for water rescue scenarios, combining drone technology with traditional lifesaving equipment [24][25]. - High-rise building cleaning drones provide safe and efficient cleaning solutions for hard-to-reach areas [28]. - Helicopter tourism offers a unique travel experience, particularly in scenic or densely populated urban areas [29][30]. - Water quality sampling drones automate the collection of water samples in hard-to-reach areas, enhancing monitoring efficiency [33]. - Announcement drones equipped with loudspeakers are used for safety alerts and traffic management [34][35]. - Tethered reconnaissance drones provide continuous power and long-duration hovering capabilities for various applications [37][39]. - Drone landing pads are crucial for safe takeoff and landing, supporting the operational efficiency of drones in low-altitude applications [41][42]. Group 3: Diverse Applications - The event featured a wide range of applications, including low-altitude takeoff platforms, drone firefighting, emergency supply transport, agricultural spraying, and more, showcasing the innovative vitality and development potential of the low-altitude economy [47][48].

（原标题：超100个低空应用集结上海！） 周日的上海骄阳似火，波光粼粼的湖面成为了几十架低空飞行器"各显神通"的舞台。 2025年国际低空经济博览会将于本周开幕。作为展前活动，以"启航低空新赛道·赋能应用新场景"为主 题的低空百大应用飞行展演7月20日至7月21日在上海佘山月湖雕塑公园举行，30多家行业知名企业在此 展演了超100个低空应用科目。 只听一声巨响，灭火弹从消防无人机上落下，击中湖中目标，水面激起了白花花的波浪，四周旋即雾气 缭绕……这是天眸航空进行的森林消防应用演示。 据现场工作人员介绍，挂载50公斤灭火弹的无人机，可在森林消防中施展高效的应急灭火，尤其适用于 火势初期或人员难以抵达的复杂林区，能快速压制火情，减少火灾蔓延风险。 图：天眸航空进行的森林消防应用演示 随着头顶传来持续的嗡鸣声，一架搭载着透明盒子的无人机正向湖中央飞去。片刻后，盒子垂直落下， 并进行水质采样……这是幻飞智控带来的水质采样无人机。据介绍，这款产品不仅可以实现低空水质检 测，还可以应用于大气环境检测。 图：幻飞智控无人机 幻飞智控相关负责人对证券时报记者表示，该款产品搭载了两个检测设备。上方搭载的是气体检测仪， 可以进行 ...

周日的上海骄阳似火，波光粼粼的湖面成为了几十架低空飞行器"各显神通"的舞台。 2025年国际低空经济博览会将于本周开幕。作为展前活动，以"启航低空新赛道·赋能应用新场景"为主题的低空百大应用飞行展演7月20日至7月21日在上海佘山月 湖雕塑公园举行，30多家行业知名企业在此展演了超100个低空应用科目。 只听一声巨响，灭火弹从消防无人机上落下，击中湖中目标，水面激起了白花花的波浪，四周旋即雾气缭绕……这是天眸航空进行的森林消防应用演示。 据现场工作人员介绍，挂载50公斤灭火弹的无人机，可在森林消防中施展高效的应急灭火，尤其适用于火势初期或人员难以抵达的复杂林区，能快速压制火情，减 少火灾蔓延风险。 随着头顶传来持续的嗡鸣声，一架搭载着透明盒子的无人机正向湖中央飞去。片刻后，盒子垂直落下，并进行水质采样……这是幻飞智控带来的水质采样无人机。 据介绍，这款产品不仅可以实现低空水质检测，还可以应用于大气环境检测。 图：天眸航空进行的森林消防应用演示 图：幻飞智控无人机 幻飞智控相关负责人对证券时报记者表示，该款产品搭载了两个检测设备。上方搭载的是气体检测仪，可以进行大气监测，探测有害气体等。该设备独立供电，并 能够 ...

Core Viewpoint - The rare earth industry is experiencing significant growth, with the China Rare Earth Industry Index rising by 3.36% and key stocks reaching their daily limit up, indicating strong market interest and potential investment opportunities [1][3]. Market Performance - The rare earth ETF, Jiashi (516150), has seen a 3.48% increase, marking its third consecutive rise [1]. - The ETF recorded a turnover rate of 7.84% and a transaction volume of 238 million yuan, with an average daily transaction of 297 million yuan over the past week, ranking first among comparable funds [3]. - The Jiashi rare earth ETF's scale increased by 336 million yuan in the past week, also leading among comparable funds [3]. - The ETF's shares grew by 18.4 million, achieving significant growth and ranking first in new share issuance among comparable funds [3]. - Over the past five trading days, the ETF experienced net inflows on three days, totaling 216 million yuan [3]. Historical Performance - The Jiashi rare earth ETF has seen a net value increase of 58.80% over the past year, ranking 168 out of 2917 in the index stock fund category, placing it in the top 5.76% [3]. - Since its inception, the ETF's highest monthly return was 41.25%, with the longest consecutive monthly gains being four months and a maximum cumulative increase of 83.89% [3]. Industry Outlook - The investment opportunities in the non-ferrous metals sector are viewed positively for the second half of 2025, with expectations of rising rare earth prices due to increasing demand and limited supply [3]. - The rare earth sector is recognized as a strategically important industry in China, with potential for increased attention and value reassessment driven by policy changes and its global leadership position [4]. - The permanent magnet sector is expected to benefit from the growth in humanoid robotics and the low-altitude economy [4]. Key Stocks - The top ten weighted stocks in the China Rare Earth Industry Index include Northern Rare Earth, China Rare Earth, China Aluminum, and others, collectively accounting for a significant portion of the index [4][6]. - Notable stock performances include Northern Rare Earth rising by 6.64%, China Rare Earth by 4.19%, and Wolong Electric Drive by 10% [6].

Core Insights - The third Chain Expo, organized by the China Council for the Promotion of International Trade, was a significant event with over 1,200 participating companies and institutions, attracting more than 210,000 attendees, a 5% increase from the previous year [1][4] - A total of 152 new products, technologies, and services were launched at the expo, marking a 67% increase compared to the last event, with over 6,000 cooperation agreements signed [1][5] - The proportion of international exhibitors rose to 35%, with over 65% of exhibitors being Fortune 500 companies, showcasing a growing global interest in the event [3][5] Event Highlights - The expo featured a stronger international presence, with participation from 75 countries and regions, up from 55 in the first edition, and included 25 international organizations [5][6] - Innovations included the introduction of a dedicated innovation zone and the release of new global supply chain indices, enhancing the event's focus on advanced manufacturing and emerging industries [6][7] - The event emphasized long-term cooperation over immediate transactions, with a new evaluation system to facilitate connections among exhibitors and attendees [7][9] U.S. Participation - U.S. companies, including Nvidia, Apple, and Tesla, had a significant presence, covering all six chain and one exhibition area, with a 15% increase in the number of participating U.S. firms [8][9] - The participation of U.S. firms reflects a broader consensus on the importance of integrating with China's supply chain for global economic stability [9][10] Strategic Importance - The Chain Expo serves as a platform for promoting international cooperation in supply chains, highlighting China's role as a critical link in global supply chains [4][9] - The event underscores China's commitment to high-quality development and its position as a stable investment destination for foreign enterprises [10]