Core Insights - The Shenzhou 20 astronaut crew, consisting of Chen Dong, Chen Zhongrui, and Wang Jie, has been successfully conducting various space science experiments for over 50 days in orbit, with all crew members in good condition [1] Group 1: Medical Experiments - The crew has completed multiple research projects in the field of aerospace medicine, utilizing equipment such as visual function measurement devices and eye trackers to conduct tests on "trust and collaboration mechanisms," "visual motion gravity characterization," "metacognitive monitoring research," and "microgravity relationship cognition" [1] - Ultrasound diagnostics were performed to examine blood vessels, collecting hemodynamic parameters under different durations in orbit for further research [3] - The crew conducted fine motor measurement tests, including memory sliding tests, strength tests, and heavy object tests, to accumulate data on the changes in fine motor control and cognitive mechanisms under microgravity conditions [3] Group 2: Biological and Physical Experiments - Research on the effects of microgravity on microorganisms is ongoing, focusing on the growth, development, differentiation, and biological activity of Streptomyces, as well as population succession changes and mechanisms [4] - The crew utilized a scientific glovebox to collect liquid culture samples, which were then frozen for return to Earth [4] - In the physical domain of microgravity, the crew completed maintenance tasks such as replacing sampling covers in the combustion cabinet and cleaning the container-free cabinet [4] Group 3: Health Monitoring - The Shenzhou 20 crew conducted traditional Chinese medicine diagnostics, 12-lead electrocardiograms, and dynamic blood pressure monitoring, while also engaging in physical exercise to counteract the physiological effects of weightlessness [6]

Group 1 - The relationship between Trump and Musk has deteriorated, with Trump publicly stating that it is irreparable and deciding to stop purchasing Tesla vehicles [1] - Trump has threatened to revoke military service contracts between the U.S. government and Musk, claiming that the Biden administration's support for Musk has led to financial losses for the government [1] - Musk's military contracts with the U.S. government are significant and not easily dismissed, as they provide essential services that are cost-effective compared to traditional suppliers [1][3] Group 2 - Musk's Falcon 9 rocket is priced at $90 million per launch, which, despite being 50% more expensive than his commercial launch options, is still one-third the cost of services provided by Boeing and Lockheed Martin [3] - The Starlink satellite network offers global broadband communication support for the military, significantly improving communication efficiency and reducing costs compared to previous commercial satellite rentals [3] - The primary military contract for Musk involves launching satellites for the U.S. Space Force, which previously relied on a single supplier, the United Launch Alliance, with launch costs reaching $300 million [4] Group 3 - The "Iron Dome" missile defense system, which Trump is particularly interested in, may only be feasible through Musk's technology, as Starlink satellites can be adapted for missile warning and interception [5] - The U.S. Air Force is exploring the procurement of Musk's Starship rocket for transporting goods to the first island chain, capable of carrying up to 100 tons and reaching its destination in one hour [7]

Group 1 - The cooperation between China and Latin America has reached a new level, particularly in the aerospace sector, with a joint action plan established during the China-Latin America Forum [1] - The historical context of Latin America's aerospace development is essential, highlighting early advancements and the contributions of pioneers like Ryszard Dyrgalla [2][5] - Latin America's aerospace ambitions have faced numerous challenges, including economic instability and external pressures, leading to a shift in focus towards satellite applications [20][21] Group 2 - The establishment of the China-Brazil Earth Resources Satellite (CBERS) program has been a significant example of successful cooperation in satellite technology between China and Brazil [15] - Recent developments in commercial aerospace, such as the emergence of companies like Satellogic, indicate a growing interest and capability in the region [19] - The formation of the Latin American and Caribbean Space Agency (ALCE) represents a collaborative effort among several countries to enhance regional aerospace activities, despite Brazil's absence [21][24] Group 3 - The potential for deeper cooperation between China and Latin America in aerospace includes government-level partnerships, technology sharing, and joint missions [24][25] - The article emphasizes the importance of integrating local Latin American companies into the aerospace supply chain to foster long-term growth and collaboration [25] - The evolving geopolitical landscape presents an opportunity for Latin America to redefine its aerospace ambitions and strengthen ties with emerging powers like China [20][26]

这是国家民用空间基础设施中长期发展规划中首颗地球物理场探测业务卫星，可服务于地震、极端天 气、空间天气灾害等预测研究。 中新社北京6月14日电 题："张衡一号"02星升空 中意航天合作"上新" 中新社记者 马帅莎 6月14日，电磁监测卫星"张衡一号"02星在长征二号丁运载火箭的护送下，在中国酒泉卫星发射中心发 射升空，并成功入轨，中国和意大利航天合作又"上新"。 以"张衡一号"02星命名电磁监测卫星，主要是为纪念中国古代科技代表人物张衡在地震观测方面作出的 杰出贡献。早在2018年，中国就发射了"张衡一号"01星，成为世界上少数拥有在轨运行高精度地球物理 场探测卫星的国家之一。 中国国家航天局系统工程司副司长彭伟介绍称，"张衡一号"系列卫星可监测全球电磁场、电磁波，以及 电离层、中性大气层结构的相关参数。基于这些科学数据，科学家可以研究地球物理场变化与地质活动 相关性的科学规律，支撑地震、海啸、火山爆发等灾害，以及极端天气、空间天气灾害预测研究。 6月14日， "这些都将更好服务于地震和空间天气等自然灾害的早期感知、风险评估和监测预警的相关科学研究， 以天基手段为防灾减灾救灾提供助力和支撑。"彭伟说。 "张衡 ...

据创投通数据显示，本周（6.7-6.13）国内统计口径内共发生82起投融资事件，较上周80起增加2.50%； 已披露的融资总额合计约16.34亿元，较上周30.71亿元减少46.79%。从投资事件数量来看， 医疗健康、 先进制造、 人工智能、新能源等领域较活跃；从融资总额来看，先进制造披露的融资总额最多，约4.10 亿元。智联安科技完成由北京市 商业航天和 低空经济产业投资基金领投的数亿元D+轮融资，硅基流动 完成由 阿里云领投、创新工场等跟投的数亿元A轮融资，恩井智控完成由国投招商领投、 小米投资机 构跟投的数亿元战略融资，并列本周披露金额最高的投资事件。 ...

央视网消息：《科技金融新引擎》我们走进商业航天。航天，堪称当今世界最前沿、最复杂的高精尖技术集成领域，它汇聚了多学科的顶尖成果。 一枚商业火箭从设计到发射，需要攻克数千项技术难关。然而，在这片布满荆棘的领域中，不少民营航天企业却如勇敢的开拓者，凭借着对技术的执着 追求和创新精神，在重重困难中不断突破。它们背后究竟藏着怎样的"破局密码"？记者走进一家商业火箭企业，探寻它们发展背后的奥秘。 记者一走进星河动力的北京总部，就看到不大的实验室里布满了火箭的电器设备，工作人员围在一起，激烈地讨论着刚刚完成的实验数据，复盘查找问 题。公司负责人告诉记者，他们正紧张研制即将8月底首次发射的谷神星二号。 民营企业造火箭，在许多人眼中或许是"天方夜谭"。但在公司创始人刘百奇看来，公司从创立之初就将"创新"二字刻进企业基因，力求探寻一条低成本 的商业火箭发射之路。 星河动力航天创始人 首席执行官 刘百奇：传统的这样的发动机制造周期很长，造价也很高，大约是6个月的时间，我们现在采用这种3D打印成型的方 案，基本上生产周期缩短到一个月以内，它的造价成本是只有六七万块钱，将近原来的十分之一，重量还减轻了一半。 只有几斤重的发动机、只有 ...

Group 1 - The stock of Pan-Asia Micro透 (688386) has a comprehensive score of 80.94, indicating a strong performance [1] - The main cost analysis shows the following prices: current main cost at 53.30 yuan, 5-day main cost at 49.24 yuan, 20-day main cost at 39.70 yuan, and 60-day main cost at 43.56 yuan [1] - The stock has not experienced any涨停 (limit up) or跌停 (limit down) in the past year [1] Group 2 - The short-term support level is at 52.21 yuan, while the mid-term pressure level is at 39.92 yuan [2] - A bullish signal is indicated as the stock price has broken through the short-term pressure level, suggesting potential strength in the short term [2] - The MACD golden cross signal has formed, indicating a positive trend for certain stocks [3] Group 3 - On June 13, 2025, the net outflow of main funds was 147.76 thousand yuan, accounting for -1% of the total transaction amount [2] - There was a net inflow of 1,076.07 thousand yuan from large orders, while there was a net outflow of 1,223.83 thousand yuan from major orders [2] - The related industry sectors showed slight declines, including plastic products at -1.80%, fluorochemical at -0.33%, new materials at -1.20%, and commercial aerospace at -0.20% [2]

分析师：孟之绪 执业编号：S0300524080001 电话： 邮箱：mengzhixu@ykzq.com 证券研究报告 | 策略点评 2025 年 06 月 13 日 投资要点 行业涨跌情况：今日申万一级行业除石油石化、国防军工、公用事业等三个 行业上涨外，其余全部下跌，美容护理、传媒、食品饮料、轻工制造、医药 生物、汽车等行业领跌。 板块涨跌情况：今日涨幅居前概念板块为油气开采、天然气、航运精选、军 工信息化、航母、黄金珠宝、深海科技、中船系、商业航天、军民融合、大 飞机、通用航空、中航系、培育钻石、十大军工集团等板块。 投资策略研究 粤开市场日报-20250613 今日关注 指数涨跌情况：今日 A 股主要指数多数收跌。截止收盘，沪指跌 0.75%，收报 3477.00 点；深证成指跌 1.10%，收报 10122.11 点；科创 50 跌 0.51%，收报 972.94 点；创业板指跌 1.13%，收报 2043.82 点。总体上，全天个股跌多涨 少，Wind 数据显示，全市场 4474 只个股下跌，847 只个股上涨，92 只个股收 平。沪深两市今日成交额合计 14672 亿元，较上个交易日放量 19 ...

Core Viewpoint - The Sichuan Provincial Government has issued an opinion to support Chengdu in enhancing its core functions and accelerating high-quality development, aiming to establish it as a western economic center, technology innovation center, international exchange center, and a national advanced manufacturing base [1][2]. Group 1: Economic Development - The opinion outlines 15 specific measures to enhance Chengdu's economic growth, focusing on becoming a western economic center by expanding domestic demand and improving resource allocation capabilities [2]. - Chengdu is encouraged to develop into an international consumption center and to co-build a western financial center with Mianyang [2]. Group 2: Technological Innovation - The opinion emphasizes the need for Chengdu to strengthen its technological innovation capabilities, enhance the conversion of scientific achievements, and deepen reforms in the technology system [2][3]. - Chengdu will implement breakthrough actions in frontier technologies such as artificial intelligence, aerospace, biomanufacturing, and clean energy [2]. Group 3: International Exchange - To establish Chengdu as a western international exchange center, the opinion supports the development of a comprehensive international transportation hub and the strengthening of high-level open platforms [2]. - Specific initiatives include the construction of the Tianfu International Airport Phase II and the enhancement of the international flight network [2]. Group 4: Advanced Manufacturing - The opinion aims to support Chengdu in building a world-class advanced manufacturing cluster and nurturing emerging and future industries [3]. - Chengdu will establish new provincial development zones in the Tianfu New Area and the Eastern New Area, and develop a world-class high-tech industrial park [3].

证券研究报告：基础化工 | 公司点评报告 发布时间：2025-06-13 股票投资评级 买入|首次覆盖 个股表现 -24% -18% -12% -6% 0% 6% 12% 18% 24% 30% 36% 2024-06 2024-08 2024-11 2025-01 2025-03 2025-06 北化股份 基础化工 资料来源：聚源，中邮证券研究所 公司基本情况 | 最新收盘价（元） | 13.20 | | --- | --- | | 总股本/流通股本（亿股）5.49 / 5.49 | | | 总市值/流通市值（亿元）72 / 72 | | | 52 周内最高/最低价 | 13.20 / 7.26 | | 资产负债率(%) | 34.3% | | 市盈率 | -264.00 | | 第一大股东 | 山西新华防护器材有限 | | 责任公司 | | 研究所 分析师:鲍学博 SAC 登记编号:S1340523020002 Email:baoxuebo@cnpsec.com 分析师:王煜童 SAC 登记编号:S1340523070004 Email:wangyutong@cnpsec.com 北化股份(002246) ...