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民航中南局举办2025年第一期粤港澳大湾区民航青年交流活动
《中国民航报》、中国民航网 记者冯智君 报道:为全面落实民航局《关于支持粤港澳大湾区民航协同 发展的实施意见》,民航中南局联合香港民航处组织大湾区及辖区民航单位,于2025年6月29日至7月5 日期间成功举办粤港澳大湾区民航青年交流活动。 活动大力弘扬"爱国爱港爱澳"精神,通过参观深圳改革开放展览馆、横琴粤澳深度合作区规划展览馆, 在历史与现在和未来的强烈对比中,在"先行先试"到"先行示范"的蜕变中,青年们深刻领悟到"改革开 放永不停步,中国特色社会主义道路必将越走越宽广"的历史必然性。活动期间,青年们深入到深圳机 场、珠海摩天宇、珠海翔翼、中国民航二所、中国民航飞行学院以及腾讯、大疆、中航通飞AG600总装 车间、彭州国家级民用无人机驾驶航空试验基地等,通过实地观摩、业务讲解、专题讲座、座谈交流等 形式,全方位了解国家民航事业发展的日新月异,零距离接触科技赋能、自主创新、数字化转型的丰硕 成果,沉浸式体验低空经济发展的广阔前景,更深刻地认识到核心技术攻关对民航和新业态发展的支撑 和推动作用。活动还注重历史人文熏陶,在三星堆博物馆,青年们深度感受到古蜀文明的神秘和辉煌、 中华文明的智慧和创造力。在座谈交流环节 ...
最新规模、份额均创新高,航空航天ETF天弘(159241)涨0.36%,机构:7月军工等制造板块胜率居前
Group 1 - The A-share market saw a slight rebound in the afternoon on July 7, with the aerospace ETF Tianhong (159241) rising by 0.36% and a turnover rate increasing by nearly 11% [1] - The aerospace ETF Tianhong (159241) has attracted significant capital inflow, with over 24 million yuan net inflow on the previous trading day, and it has recorded net inflows for seven consecutive trading days, totaling over 150 million yuan [1] - As of July 4, the latest circulation scale of the aerospace ETF Tianhong (159241) reached 326 million yuan, with a circulation share of 296 million shares, both hitting new highs [1] Group 2 - The aerospace ETF Tianhong (159241) closely tracks the Guozheng Aerospace Index, which has over 98% weight in the defense and military industry, making it the highest military content index in the market [2] - The core sectors of aerospace equipment and aerospace technology account for 66% of the index's weight, focusing on key areas in the aerospace equipment industry chain such as large aircraft development, low-altitude economy, and commercial aerospace [2] - Current growth trends in the military industry include domestic demand for low-cost precision-guided munitions and unmanned systems, as well as international military trade demand potentially spurred by conflicts [2]
香港投资推广署超额完成施政报告绩效指标 引资超过1600亿港元
Zhi Tong Cai Jing· 2025-07-07 05:56
Group 1 - The Hong Kong Investment Promotion Agency has assisted over 1,300 overseas and mainland enterprises in establishing or expanding their businesses in Hong Kong from January 2023 to mid-2025, resulting in over HKD 160 billion in foreign direct investment and creating more than 19,000 new jobs [1][2] - The agency has exceeded the performance indicators set in the 2022 Policy Address, achieving 1,301 enterprises assisted, HKD 1,684 billion in direct investment, and 19,136 jobs created [1][2] - The top five sources of assisted enterprises include Mainland China (630), other countries (671), with the United States (113), the United Kingdom (89), Singapore (15), and Canada (38) [1] Group 2 - The distribution of assisted enterprises by industry shows that the top five sectors are financial services and fintech (283, 22%), innovation and technology (275, 21%), family offices (179, 14%), tourism and hospitality (148, 11%), and business and professional services (129, 10%) [2] - The "New Capital Investor Entry Scheme," managed by the Hong Kong Investment Promotion Agency and the Immigration Department, has been launched since March 2024, with data expected by June 2025 [2] - The agency aims to strengthen Hong Kong's connections with international markets, focusing on traditional markets in Europe and North America while exploring emerging markets [2] Group 3 - The agency will focus on four strategic industries: financial services and fintech, innovation and technology, supply chain management and logistics, and sustainable development and green economy [3] - The agency aims to promote Hong Kong's soft power and cultural exports to attract investment and drive industry development [3] - Over the past 25 years, the agency has assisted more than 7,700 enterprises from around the world, creating over 95,000 jobs and accumulating over HKD 440 billion in direct investment [3]
抗战胜利日阅兵渐近,资金抢筹军工板块,军工ETF(512660)近5日净流入超1.8亿元
Mei Ri Jing Ji Xin Wen· 2025-07-07 05:25
Group 1 - The core viewpoint is that 2025 marks the end of the "14th Five-Year Plan," with a structural reversal in industry demand expected to continue until 2027 [1] - The military industry chain's upstream enterprises, which have a high asset securitization rate, have seen significant order growth since the Spring Festival, leading to a notable increase in stock prices from mid-February to mid-April [1] - Following a peak in orders for upstream component companies, stock prices have retreated since mid-April, while themes related to military trade exports, weaponry, deep-sea technology, commercial aerospace, and low-altitude economy have experienced high-frequency rotations since May [1] Group 2 - The upcoming September 3 military parade is expected to catalyze sentiment in the military industry sector due to its grand scale and high media attention [1] - The military ETF (512660) tracks the China Securities Military Index, which includes representative listed companies in the defense and military industry, reflecting the overall performance of the sector [1] - The index covers multiple subfields within the national defense and military industry, showcasing high industry concentration and distinct military characteristics [1]
聚焦航空航天核心标的 华安国证航天航空行业ETF 7月7日发行
Xin Lang Ji Jin· 2025-07-07 03:26
Group 1 - The core viewpoint of the news is the launch of the Huaan Guozheng Aerospace Industry ETF, which aims to track the performance of the Guozheng Aerospace Industry Index, providing investors with a new asset allocation tool focused on the aerospace sector [1] - The Guozheng Aerospace Industry Index reflects the market performance of aerospace companies listed on the Shanghai and Shenzhen stock exchanges, with a high concentration of defense and military industry stocks, achieving a 99.2% representation in the defense and military sector [1] - The index has a higher focus on aerospace and aviation equipment compared to other indices, emphasizing the aerospace capabilities within the military sector and showcasing a smaller-cap style [1] Group 2 - The aerospace sector is highlighted as a key area for investment opportunities, with the 2025 government work report emphasizing its importance and the promotion of commercial aerospace and low-altitude economy as emerging industries [1] - The Guozheng Aerospace Industry Index is closely related to new business models such as the domestic large aircraft and low-altitude economy, with the C919 aircraft entering large-scale production [2] - The Huaan Guozheng Aerospace Industry ETF will be managed by Liu Xuanzai, who has 10 years of experience in the fund industry, supported by a well-established index and quantitative team with 23 years of experience in managing index products [2]
政策赋能 低空经济“腾飞”
Jin Rong Shi Bao· 2025-07-07 03:23
Core Insights - Guangzhou is emerging as a significant player in the low-altitude economy, showcasing advancements in technology and manufacturing, particularly in the drone sector [1][4] - The Guangdong province accounts for 30% of the national low-altitude industry chain and holds 95% of the consumer drone market share and 54% of the industrial drone market share in China [1] Group 1: Low-altitude Economy Development - The Guangdong Aerospace Technology Research Institute (广天院) is a key player in low-altitude technology, focusing on intelligent unmanned systems and has developed various innovative products, including a single-person jetpack [2][3] - 广天院 has undertaken 21 projects, including national and provincial-level initiatives, highlighting its commitment to advancing low-altitude technology [2] Group 2: Technological Innovations - The single-person jetpack developed by 广天院 features enhanced stability and safety, allowing for user-friendly operation and multiple application scenarios such as emergency rescue and short-distance commuting [3] - The "YK-A2" drone countermeasure system is designed to enhance urban low-altitude safety, integrating intelligent recognition and tracking capabilities [3] Group 3: Policy Support - National policies have increasingly recognized the low-altitude economy, with the concept being included in the national strategic planning since 2021 [4][5] - Guangdong province is actively promoting low-altitude economic development through infrastructure improvements, industry layout, and application scenarios, with the sector's scale exceeding 100 billion yuan and over 15,000 related enterprises [5]
苏超又赢一场,被除名“太湖三傻”的无锡,是集成电路产业“太湖一霸”
创业邦· 2025-07-07 03:21
无锡是中国集成电路第二城。 作 者 丨卜松 编辑丨刘恒涛 图源丨midjourney 2 :0 !周六的苏超比赛,无锡队反客为主,战胜扬州队,迎来两连胜,排名进入第六。随着一场场胜 利,无锡在逐渐摆脱 "太湖三傻"的名号。 无锡队还有一个好消息,那就是花呗的赞助。双方合作,还诞生了一个谐音梗:花呗无息,支持无 锡!同时,正值成熟上市的无锡特产水蜜桃大卖,也接到了这一波流量。 但事实上,无锡的产业,比足球排名更硬气。 无锡的集成电路、传感器、生物医药已形成产业集群,在全国都是举重若轻的存在。 2024 年,无锡 GDP 达到 1.63 万亿元,在本省仅次于苏州和南京,在全国排名 1 4 位。 无锡还有中国首个国家级物联网创新示范区,新吴区(无锡高新区)的传感器江湖地位常年雄踞全国 前三。 2 025 第一笔超级融资 睿兽 AI 检索 显 示,自 2024 年至今,无锡在物联网和集成电路领域的融资事件分别达到了 51 起 和 10 起,涉及企业 51 家,以早期的天使轮、 A 轮为主,涵盖了芯片设计、测试服务、传感器制 造、物联网系统研发等细分方向,总投资额估算超过 100 亿元人民币。 2 025 年第一笔超级 ...
小鹰-700:国产通用飞机的技术突破与广阔前景
《中国民航报》、中国民航网 记者路泞 报道:近日,小鹰-700飞机项目最终型号合格审定委员会 (TCB)会议于陕西省西安市阎良区召开——标志着小鹰-700飞机已圆满完成型号合格审定的全部适航 验证工作。经过民航局严谨的审批程序后,小鹰-700飞机即将正式获得型号合格证。更令人期待的是, 预计到2026年,小鹰-700飞机将在四川自贡实现规模化的批量生产。 小鹰-700飞机是通航国际(西安)飞机技术有限公司积极响应我国低空经济战略发展号召的成果。它的 应运而生,是按照国家发改委、工信部关于通用飞机自主研发、实现国产替代的战略规划,联合中国航 空工业第一飞机设计研究院、中国飞行试验研究院等国内领先的几十家航空器研制单位,展开深度合作 研发。该机型拥有全套自主知识产权,在技术层面实现了诸多突破。 相较于同类型飞机,小鹰-700采用了大量先进技术,填补了国内在相关领域的技术空白,完全具备全面 替代进口飞机的实力。 在适航取证方面,小鹰-700飞机严格依据中国民用航空规章CCAR-23R3正常类飞机标准执行。这使得 它能够充分满足中国民航私人飞行驾照以及商业飞行驾照(初级飞行训练部分)的所有飞行科目要求。 其具备目视飞 ...
国安达(300902) - 300902国安达投资者关系管理信息20250707
2025-07-07 00:54
证券代码:300902 证券简称:国安达 投资者关系活动记录表 编号:2025-005 | | □特定对象调研□分析师会议 | | --- | --- | | 投资者关系活动类 | □媒体采访□业绩说明会 | | 别 | □新闻发布会□路演活动 | | | √现场参观 | | | □其他 | | 参与单位名称及人 | | | 员姓名 | 华泰证券、景顺长城 | | 时间 | 年 月 日 | | | 2025 7 4 | | 地点 | 厦门市集美区灌口镇后山头路 号公司会议室 39 | | 上市公司接待人员 | 董事会秘书洪清泉先生、证券事务代表叶惠敏女士 | | 姓名 | | | | 本次交流活动的主要问答情况: | | | 1、请问公司今年的储能消防业务订单怎么样? | | | 答:基于公司较强的产品竞争力、优质的售后服务、品牌信任度等, | | | 公司的储能消防业务年收入从 年度的 万元增长到 年度 2022 1,101.51 2024 | | 的 | 13,304.12 万元,近年来实现了较快的增速。今年,公司从技术方案、 | | | 材料采购、生产过程控制等环节全面推动降本工作,细化到模块及零部件, ...
500亿!上海设立产业转型升级二期基金
Sou Hu Cai Jing· 2025-07-07 00:52
文:韦亚军 建立国资并购基金矩阵… 近日,上海市投资促进工作领导小组办公室印发《关于强服务优环境进一步打响"投资上海"品牌的若干举措》,其中提到,"加强金融资源高效供给,建 立国资并购基金矩阵,设立总规模500亿元产业转型升级二期基金"。 据悉,产业转型升级二期基金将重点加大对战略性项目和产业链关键环节的投资力度包括但不限于集成电路、人工智能、生物医药、高端制造等领域。这 些领域都是当前全球科技创新的热点,也是上海产业发展的重点方向。 以集成电路产业为例,上海作为我国集成电路产业的重要基地,已经形成了较为完整的产业链。但是与国际先进水平相比,仍存在一定的差距。通过设立 专项基金,可以进一步加大对集成电路设计、制造、封装测试等环节的投入,推动产业技术水平的提升,增强产业的自主可控能力。 为了确保基金的高效运作和良好效果,上海在基金的运作机制上也进行了大胆的创新。基金将采用"长期资本+并购整合+资源协同"的创新机制,通过长 期资本的投入,为企业提供稳定的资金支持;通过并购整合,推动产业资源的优化配置,提升产业的集中度;通过资源协同,促进产业链上下游企业的合 作,形成产业发展的合力。 此外,《若干举措》还发布了AI ...