7月9日，备受瞩目的2025星图低空云发展大会在合肥白金汉爵大酒店成功举办。本次论坛以"以天强空 以算制空 智守空域 安筑低空"为主题，由中国交通运输协会、中国信息协会、中国航空运输协会指导， 中科星图股份有限公司主办，中科星图低空云科技有限公司、中科星图智源科技(安徽)有限公司、中科 星图智慧科技有限公司、杭州海康威视数字技术股份有限公司承办，中科星图维天信科技股份有限公 司、中科数测(无锡)科技有限公司、中科星图创奇科技有限公司、中科星光信息技术有限公司、中科星 图慧安科技有限公司、南京中科华兴应急科技研究院有限公司、峰飞航空科技(昆山)有限公司、上海天 泽投资控股集团股份有限公司、上海啸翔通用航空服务有限公司协办。云集空天信息领域的专家、学 者、企业家及业界精英等逾800人参会，聚焦筑牢低空安全防线，携手推动低空经济实现可持续发展！ 运筹帷幄 领航低空未来 民航空管领域的资深专家、原中国民用航空第二研究所党委书记 张瑞庆对大会的召开表示热烈祝贺， 他表示，低空经济正加速融入经济社会发展血脉，需要以安全筑基、以创新护航、以协同固本。各位领 导、专家和同仁以此次大会搭建的高端对话平台为契机，聚焦低空经济"安 ...

封面新闻记者 张越熙 八达岭上空亲手驾驶直升机，瘦西湖边"三把刀"配淮扬菜，东北赶早市一口气逛吃……大众消费场景的崛起，正是新消费业态与城市活力共生的生动注 脚。7月9日，记者关注到，本地生活服务平台"必玩榜"发布，今年共有81城3485个玩乐地上榜，上海、北京、广州、成都、杭州为上榜数TOP5城，湖 州、景德镇、清远、柳州、丽江等25个中低线宝藏城市也出现在榜单上。 玩乐"日常化" 更多"身边"宝藏目的地被挖掘 虹桥坊温泉·扬州三把刀文化体验区（瘦西湖店）就是一个典型。"扬州泡澡文化独具地方特色，随着扬州文旅持续出圈，更多外地游客专程来体验这项传 统，和本地人一起享受搓背修脚的乐趣。"餐饮出身的老板贾勇介绍。这里不仅拥有扬州非遗传承人级别的搓背及修脚师傅，更以地道的淮扬菜闻名。"我 们坚持每天清晨亲自采购新鲜食材，由经验丰富的淮扬菜老师傅现场烹制，确保地道扬州风味。" 通过打造"吃住玩一体化"的沉浸式体验，虹桥坊温泉已成为展示扬州三把刀文化的重要窗口。今年暑期恰逢"苏超"文旅热潮，虹桥坊温泉更迎来客流高 峰，较去年同期增长超过30%。"很多游客将这里作为扬州之行的首选，'吃喝玩乐住'一站式体验。"贾勇表示， ...

齐鲁晚报·齐鲁壹点 记者 蔡宇丹 低空经济正在成为城市竞争新赛道，谁能御风而行？ 8日，每日经济新闻·每经智库、城市进化论联合火石创造发布《城市低空经济"链接力"指数（2025）》（以下简称《报 告》）显示，除北京、上海、深圳等直辖市、副省级城市、省会城市及 GDP万亿城市外，珠海、绍兴、芜湖、惠州、安 阳等13座地级市亦杀入低空经济"链接力"指数50强榜单。 低空经济的"小城突围"现象同样在山东上演。此次，山东"三核"青岛、济南、烟台入围50强榜单，滨州、日照、东营等地 级市虽不在这个榜单之上，但实力不容小觑。这意味着，低空经济这种新兴产业不再是大城市的独角戏，中小城市通过精 准定位，同样可以站上这个新赛道。 1.低空经济"小城突围" 据悉，这份低空经济城市产业数据研究报告是上述媒体智库和研究机构对全国近300座城市低空经济发展水平进行综合评 价而来。城市低空经济"链接力"指数通过企业聚集度、资本活跃度、创新聚集度和环境友好度等四大一级指标，衡量不同 城市在低空经济领域整合各类资源的能力，指数得分越高，反映该区域的资源聚集程度越强，产业竞争力越强，据此结果 发布低空经济"链接力"指数50强评价。 图片来源于 ...

在活动现场，《关于加快推动科技创新和产业创新融合发展的若干政策措施》重磅发布，苏州将提升科 技载体创新策源供给、强化全链条产业技术供给、加强科技领军人才智力供给。具体包括，争取建设牵 头类全国、江苏省重点实验室，给予最高2亿元、2000万元支持；支持布局建设一批高等研究院，深化 校地联动发展机制。对省市自然科学联合基金项目、市基础研究（学科）项目、市基础研究试点单位给 予最高500万元、600万元、1000万元支持；组织实施全球"揭榜挂帅"，给予最高1000万元支持；支持企 业实施关键核心技术攻关、重大科技成果转化项目，给予最高2000万元支持。对新获批的苏州顶尖人才 （团队）、创新创业领军人才（团队）给予最高1亿元、3000万元支持；对"赢在苏州"全球创新创业大 赛总决赛获奖项目给予最高3000万元支持；建立青年科学家发布制度，给予50万元支持并直接认定为苏 州创新创业领军人才。 在提升企业科技创新能力方面，苏州将加强创新型企业梯度培育，建设科技领军企业培育库并给予集成 支持，对其新建的全球研发中心给予最高1亿元支持；支持企业牵头承担国家科技重大专项、国家重点 研发计划等重大攻关任务，给予最高2000万元支 ...

伴随中报业绩预告披露，A股开始演绎业绩线。7月11日早盘，千亿巨头中国船舶、中国重工联袂大 涨。 根据最新公告，中国船舶预计上半年净利润同比增长98%-119%；中国重工上半年净利同比预增 182%-238%。 值得一提的是，日前，上交所正式批准中国船舶换股吸并中国重工的交易方案。机构指出，重组完成 后，中国船舶作为存续公司将一跃成为全球规模最大、业务最完备的上市造船巨头，有望成为中国进军 全球高端装备市场的核心载体。 板块整体来看，国防军工震荡飘红，国防军工ETF（512810）于水面上方盘整。主要拖累系多只高标股 回调，如际华集团重挫5%，内蒙一机跌逾2%。 【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+深海科技+军用AI+低空经济+大飞机"等诸多热门题材，同时是融资融券标的 +互联互通标的。 为便利更多投资者参与国防军工交易，国防军工ETF（512810）已于6月20日实施份额一拆二，交易门 槛（一手价格）下降一半，由拆分前的120元左右，降至当前的60元左右。 数据来源于沪深交易所、公开资料等。 风险提示：国防军工E ...

机构观点： 国泰海通证券表示，大国博弈加剧是长期趋势，军工长期趋势向好。2027年要确保实现建军百年奋斗目 标，"十四五"期间有望加速补短板。 7月10日，三大指数集体上涨，深证成指上涨0.47%，创业板指上涨0.22%。军工板块继续延续短期调 整，截至收盘，国证航天指数下跌0.58%，成分股21只上涨，28只下跌。热门ETF中，航空航天 ETF(159227)跌幅0.27%，收盘价1.093元，成交额1.03亿元，最新规模达5.46亿元，居同类第一。近期市 场资金呈现出显著的"越跌越买"特征，在连续11个交易日里持续获得资金净流入，累计"吸金"规模达到 2.93亿元。 多重消息催化： 1、低空经济博览会预热：2025国际低空经济博览会定于2025年7月23日至26日在上海举办，此次展会聚 焦低空企业的发展需求和应用场景落地，重点展示低空基础设施、制造与配套服务等产业链和低空交通 运输、城乡管理、商业融合应用、个人消费等应用链。 2、据参考消息报道，美军欲加速改造"艾布拉姆斯"坦克。 航空航天ETF(159227)跟踪国证航天指数，该指数军工属性极强，申万一级军工行业占比98.2%，是全 市场军工含量最高的指 ...

强军胜战——国防科技行业 2025 年度中期投资策略 20250709 摘要 十四五期间军工板块 EPS 增长是核心驱动力，白马公司业绩兑现推动股 价上涨，多轮主题投资提供参与机会。航空赛道关注新型号、后市场和 军转民等细分领域。 新装备领域，高超音速、低成本武器及火炸药是补短板重点。军贸方面， 央国企支持力度加大，新一代装备如运 20、直 20、歼 35A 等出口潜力 巨大，军贸是重要增长点。 主题投资如低空经济、商业航天、深海科技和可控核聚变等，具备中长 期高增长潜力。2024 年 9 月后，事件催化带来超额收益，板块进入新 增长阶段。 军工板块成长空间广阔，内需方面，中国军费占 GDP 比重低于欧美，增 长空间 20%-100%；外需方面，军贸占比提升空间超 60%；军转民方 面，大飞机产业链市场潜力巨大。 投资策略上，应以盈利驱动的价值投资为主，甄选优质白马股。航空赛 道关注新型号列装、后市场需求及军转民潜力，C919 国产替代空间广 阔。 如何看待十四五期间军工板块的表现？ 十四五期间，军工板块实现了绝对正收益，核心原因是 EPS 增长。许多白马公 司业绩兑现良好，推动股价上涨。此外，多轮主题投资机 ...

Group 1 - The city of Suzhou launched two major funds, the Talent Fund and the Major Industry Development Fund, each with a total scale of 10 billion yuan, to accelerate the construction of a talent-friendly city and support talent growth and industrial upgrading [1][2] - The Suzhou Talent Fund, initiated by Suzhou Chuangtou Group, has a total scale of 10 billion yuan, with an initial phase of 2.5 billion yuan and a duration of 15 years, focusing on key areas such as artificial intelligence, low-altitude economy, biomedicine, cultural creativity, and youth entrepreneurship [1] - The fund aims to bridge the gap between technology, talent, and capital, adopting an innovative operation model of "mother fund + sub-fund + direct investment" to support key projects in Suzhou's talent strategy [1] Group 2 - The Major Industry Development Fund, led by Suzhou Guotou Group, also has a total scale of 10 billion yuan, focusing on "chain master" projects in major industrial sectors to assist in the upgrade of Suzhou's "1030" industrial system [2] - The fund primarily invests directly, with a minimum investment of 500 million yuan per project, targeting key enterprises that possess scarce resources and core technologies [2] - The fund aims to integrate market mechanisms with government strategies, ensuring a unified approach to project operations and promoting the transformation and industrialization of cutting-edge technology [2]

Group 1: Smart Manufacturing and Automation - Nanjing is focusing on the development of smart manufacturing, robotics, software and information technology services, and smart grid industries, with strategic emerging industries expected to account for approximately 42% of the total industrial output value by 2024 [1] - Employees in smart manufacturing are encouraged to innovate and participate in defining future work methods, as seen in the case of Zhang Menglu, whose annual salary is 200,000 yuan, significantly higher than the industry average [2] - The government supports new vocational training with subsidies, which can reach up to 8,000 yuan for certain positions, aiding in talent development for smart manufacturing [2] Group 2: Low-altitude Economy and Talent Demand - The low-altitude economy is rapidly expanding in Nanjing, with the number of industry chain enterprises increasing from 180 to 344 and take-off and landing points growing from 47 to 266 [3] - There is a strong demand for composite talents in the drone sector, as evidenced by Zhou Zhewens' role as a project leader shortly after graduation, highlighting the need for individuals who understand both technical and management aspects [3] Group 3: AI Talent Explosion - The demand for AI talent is surging due to the widespread application of AI technologies across various sectors, although there is a lag in the supply of qualified graduates from universities [4] - Companies like Runhe Software are actively seeking to fill over 300 positions for AI trainers this year, indicating a significant growth in the need for skilled professionals in this field [5] - High-level AI positions are challenging to fill, with salaries typically exceeding 200,000 yuan, as these roles require a blend of foundational knowledge, programming skills, and the ability to integrate cross-domain knowledge [5]

Group 1 - The report highlights high-growth potential sectors for Q2 2025, including optical modules, diesel generators, innovative pharmaceuticals, and deep-sea technology, driven by increasing demand and supportive policies [2][22][23] - Key themes identified include anti-involution for high-quality industry development, deep-sea technology as a pillar of marine economic strategy, and the acceleration of global stablecoin regulatory frameworks [2][23] - The report notes that the central bank is enhancing financial support for the real economy and expanding the technical standard system for emerging industries [2][23] Group 2 - The report on interest rates indicates that the net issuance of government bonds will remain relatively high in the second half of the year, with a more uniform monthly issuance pattern expected [3][28] - It is anticipated that the central bank will continue to use various tools to stabilize the funding environment, with potential for a reserve requirement ratio cut in the third quarter [3][30] - The bond market is experiencing a shift from a bear to a bull market, with a notable correlation between stock and bond performance observed in the second quarter [5][31] Group 3 - The report on Chip Dynamics (688582) indicates that the company is a leader in MEMS sensors, with projected revenues of 4.05 billion yuan and a net profit of 2.22 billion yuan for 2024, maintaining a gross margin above 70% [9][35] - The company has achieved a 23.45% market share in MEMS gyroscopes, reflecting a 14 percentage point increase since 2019, and is positioned to benefit from the growth in smart driving and industrial automation [9][35][36] - The IMU segment is expected to grow rapidly, with a CAGR of 175.8% from 2021 to 2024, driven by demand in low-altitude economy, smart driving, and humanoid robots [9][36][37] Group 4 - The report on Kangnait Optical (02276) forecasts a net profit increase of no less than 30% for the first half of 2025, driven by global strategic expansion and product structure optimization [11] - The company is enhancing its supply chain resilience by establishing a new high-end lens production line in Japan, which will mitigate tariff risks and ensure stable supply to the U.S. market [11] - The report anticipates continued growth in the resin lens market, with a focus on functional and customized lenses, leading to improved profitability [11] Group 5 - The report on Jinhui Industrial (002597) highlights the approval of D-alloheptulose as a food ingredient, marking a significant step in aligning domestic applications with international standards [12][16] - The company is positioned as the second approved enzyme manufacturer for D-alloheptulose in China, showcasing its technological leadership in functional sweeteners [12][16] - The projected net profits for Jinhui Industrial are 1.171 billion yuan, 2.118 billion yuan, and 2.365 billion yuan for 2025-2027, maintaining a "buy" rating [12][16]