重要的消息有哪些 1．经济合作与发展组织（经合组织）3日发布经济展望报告，预计2025年和2026年全球经济增速均为 2.9%，较今年3月预测值分别下调0.2和0.1个百分点。（新华社） 2．针对美方近期不断声称中方违反中美日内瓦经贸会谈共识，外交部发言人林剑3日强调，施压和胁迫 不是同中方打交道的正确方式。中方敦促美方尊重事实，停止散布虚假信息，纠正有关错误做法，以实 际行动维护双方达成的共识。（新华社） 3．深交所公告，根据指数编制规则，深圳证券交易所和深圳证券信息有限公司决定于2025年6月16日对 深证成指、创业板指、深证100等指数实施样本股定期调整。 4．国家发展改革委6月3日发布的通知称，根据近期国际市场油价变化情况，按照现行成品油价格形成 机制，自2025年6月3日24时起，国内汽、柴油价格每吨分别上涨65元和60元。 5．工业和信息化部办公厅等五部门发布关于开展2025年新能源汽车下乡活动的通知，选取满足乡村地 区使用需求、口碑好、质量可靠的新能源车型，开展展览展示、试乘驾驶等活动。组织新能源汽车售后 维保服务企业，充换电服务企业，保险、信贷等金融服务企业协同下乡，持续优化乡村地区新能源汽车 ...

Group 1 - Baili Electric's revenue from controlled nuclear fusion business is small and will not significantly impact its performance [1] - Debang has not yet applied autonomous logistics vehicles in practice, and the related concept will not affect its performance [2] - Cuiwei's retail and acquiring business revenues have decreased significantly, and the company is currently in a loss state [3] Group 2 - Seres reported a 19.46% year-on-year increase in cumulative sales of the Wanjie M9 from January to May [4] - Sinovac's multiple innovative drug projects are still in the pre-clinical stage, with high uncertainty regarding future developments [5] - Citic Bank has been approved to establish a financial asset investment company with a registered capital of RMB 10 billion [6] Group 3 - Four-dimensional Map signed a strategic cooperation framework agreement with Alibaba Cloud to explore collaboration in various fields [7] - Longi Green Energy's HPBC2.0 product orders have significantly increased, with over 50% coming from overseas customers [8] - Shutai Shen's application for conditional marketing approval of STSP-0601 has been accepted by the National Medical Products Administration [9] Group 4 - Gongchuang Lawn's products are primarily for export, and there is significant uncertainty regarding U.S. tariff policies [10] - Zhongheng Design's income from low-altitude economy and commercial aerospace projects is currently very small [11] - Wanrun's chairman Huang Yiwu has resigned due to work adjustments [12] Group 5 - Guokai Military Industry's shareholder plans to reduce holdings by no more than 2.97% [13] - Guangkang Biochemical's shareholders plan to reduce holdings by no more than 6% [13] - Far East Holdings' shareholder plans to reduce holdings by no more than 2.30% [13] - Industrial Fulian has repurchased 7.6974 million shares, using a total of RMB 147 million [13]

转自：北京日报客户端 星空音乐会同样为活动增色不少。5月30日，地区科研单位职工、社区文艺团队与海淀曲协专业演员同 台献艺。深情的朗诵、精彩的曲艺表演、动人的器乐合奏等节目轮番登场，将高雅艺术与民间艺术完美 结合，为观众呈上了一场视听盛宴。5月31日至6月2日，《八九零乐队》连续三晚激情开唱，动感的节 奏与星空交相辉映，让现场变成欢乐的海洋，吸引众多音乐爱好者前来打卡。 6月2日，"乐活中关村 科艺嘉年华——中关村地区航空航天科技艺术节"落下帷幕。这场为期39天的盛 会以航空航天为核心，将前沿科技与艺术创意深度融合，为市民带来一场精彩纷呈的文化盛宴，吸引数 千人次参与，收获广泛好评。 活动由海淀区文化和旅游局支持、中关村街道办事处主办，不仅为中关村地区注入了新的文化活力，更 搭建起科技、艺术与大众之间的桥梁。未来，中关村街道将继续探索创新，举办更多形式多样、内容丰 富的活动，推动科技与文化深度融合，为居民带来更多高品质的精神文化体验。 活动期间，科学市集成为人气焦点。近20家中关村地区AI航天技术相关科技企业集中展示了航空航天 领域的前沿技术与创新产品。航天器模型、AI航天应用等展品，搭配趣味实验，让参与者尤 ...

Core Perspective - The integration of AI in art, particularly in the context of Chinese space exploration and traditional culture, showcases a unique blend of modern technology and ancient artistry, creating immersive experiences that captivate audiences [2][4][10]. Group 1: AI in Art Creation - AI plays a crucial role in the creation of the work "Sea on the Bright Moon, Grasping the Galaxy," demonstrating its capabilities in character design, scene building, rendering, and special effects [6]. - The technology effectively captures and revitalizes the artistic style of Dunhuang murals, infusing traditional elements with new life and energy [6][8]. - AI can rapidly generate various fantastical and exquisite images based on creative demands, enhancing the visual experience for audiences [8]. Group 2: Cultural and Technological Fusion - The project exemplifies the deep integration of technology and culture, highlighting AI's potential in artistic creation and the unique charm of Chinese space culture [10]. - As AI technology continues to evolve, it is expected to produce more astonishing creative works, enriching cultural experiences and promoting the dissemination of space culture [10]. - This fusion of culture and technology is anticipated to inspire greater interest and passion for space exploration among the public, marking a new chapter in the journey of human dreams across the cosmos [10].

航天电器应用量大、覆盖面广，包括继电器、接触器、连接器、断路器、开关等。"从信号控制到电源 通断，每一个重要节点都离不开航天电器的安全守护，一旦某个节点失效，就可能直接导致系统'瘫 痪'，造成整个任务失败。"叶雪荣说，航天电器机电一体化结构复杂、服役环境极端苛刻，以往航天电 器失效约占电子元器件失效总量的50%，成为制约电子元器件高质量发展的难题。 聚焦航天工程和装备研制中航天电器可靠性、质量一致性差的共性技术难题，成果第一完成人翟国富带 领哈工大电器与电子可靠性研究所教师、工程师、研究生等近200人，与北京航空航天大学、中航光电 科技股份有限公司、贵州航天电器股份有限公司等相关单位，组建产学研用项目研究团队。研究团队首 创质量一致性理论，突破了航天电器极端环境高可靠长寿命设计、全寿命周期质量一致性正向设计等关 键核心技术，制定了我国首个质量一致性设计航天标准，研制了国际首套全寿命周期质量一致性设计软 件，大幅提升了航天电器可靠性和质量一致性。 据介绍，该成果已在航天、航空、电子、船舶等领域国家重大工程中应用，为天宫空间站、长征系列运 载火箭、国产大型客机C919、新一代高速列车"复兴号"等国之重器提供了重要 ...

Group 1 - The White House has withdrawn the nomination of Jared Isaacman as the NASA Administrator, which was initially proposed by Trump in December last year [1][3] - The Senate committee had approved Isaacman's nomination in late April, but the full Senate vote was pending [1][3] - The withdrawal is attributed to Isaacman's past donations to prominent Democrats, indicating potential political implications [1][3] Group 2 - NASA is currently facing a crisis, with the proposed budget for fiscal year 2026 suggesting a 25% cut to NASA's budget and potential layoffs of thousands of employees [3] - The cancellation of Isaacman's nomination may lead to a leadership vacuum at NASA, causing delays in decision-making and affecting the agency's operations [4] - Isaacman's potential leadership was expected to push NASA towards commercial procurement and efficiency, but his withdrawal introduces uncertainty in strategic direction [4][5] Group 3 - The Artemis program's implementation path may revert to using Boeing's Space Launch System (SLS) rocket, as Isaacman's departure raises questions about the future of the program [4] - Isaacman had advocated for increased scientific missions, contrasting with Trump's budget cuts to science projects, which may now face greater financial pressure [4] - The relationship between NASA and commercial space companies like SpaceX may remain unchanged or face new variables due to the withdrawal of Isaacman's nomination [5] Group 4 - Steven Kwast, a retired Air Force major general, is a leading candidate to replace Isaacman, with the next NASA head expected to fully support Trump's "America First" agenda [5][6]

Group 1 - The company disclosed its investor relations activity report, highlighting progress in its automotive, humanoid robot, and commercial aerospace businesses [1] - In the humanoid robot sector, the company has received small batch formal orders from clients such as Zhiyuan Robotics and is currently sampling for other clients [1][3] - The automotive business focuses on the research, production, and sales of high-strength precision fasteners and special-shaped connectors, primarily used in turbocharging systems and modules of electric vehicles [1] Group 2 - The commercial aerospace business involves the manufacturing of structural components for commercial rockets, including shell segments and fairings, with production lines completed in 2024 [2] - The company has delivered structural components worth approximately 15 million yuan, with the value of a single rocket's structural components estimated between 25 million to 30 million yuan after the completion of the fuel tank production line [2] - In Q1 2025, the company reported a revenue of 189 million yuan, a year-on-year increase of 38%, and a net profit of 15.99 million yuan, up 27% [2] Group 3 - The company is optimistic about the development prospects in the humanoid robot sector and has established a dedicated team to research and develop related fastening connection products [3]

Summary of Longxi Co., Ltd. Conference Call Company Overview - Longxi Co., Ltd. specializes in joint bearings, holding a global market share of over 15% and a domestic market share exceeding 75% [2][5][19] - The company has been recognized for its products used in strategic fields such as the C919 large aircraft and Shenzhou spacecraft, and has received the highest level of certification from the U.S. Navy [2][5][7] Industry Insights - The humanoid robot sector has experienced significant growth, with many stocks doubling or tripling in value from October 2024 to May 2025, but has entered a correction phase since May 2025 [3] - The global bearing market is valued at over 800 billion RMB, with the domestic market exceeding 250 billion RMB [2][10] Key Points on Longxi's Competitive Advantage - Longxi is the only domestic company that self-develops and produces self-lubricating fabric for joint bearings, utilizing PTFE friction pairs, which provides a unique technological edge [4][20] - The company has achieved a significant increase in revenue from joint bearings, growing from 400 million RMB in 2015 to 900 million RMB in 2024, with a projected net profit of 200 million RMB in 2025 [4][24] Humanoid Robot Business Development - Longxi has actively entered the humanoid robot market, achieving over 1 million RMB in revenue in 2025, equivalent to the sale of over 150 sets of joint bearings [6][9] - The company plans to use joint bearings in critical areas such as wrists, ankles, hips, and waist joints, enhancing potential value [6][8] Financial Performance - Longxi's overall revenue has seen rapid growth, particularly since 2018, driven by trade business, while joint bearing revenue has steadily increased [24] - The company's net profit has fluctuated, but the non-recurring net profit has remained stable at over 100 million RMB [24][25] Future Outlook - The company expects a 15% growth in key bearing product revenue in the coming years, supported by demand recovery in military and engineering machinery sectors [25] - Longxi's gross margin for bearing products has improved from 29% in 2015 to 47% in 2023, indicating a strong market position and technological advancement [25] Additional Insights - Longxi's trade business, initiated in 2018, contributes approximately 4 million RMB in net profit annually, enhancing synergy with its main operations [23] - The company has established itself as a core supplier in the humanoid robot supply chain, reflecting its significant investment and achievements in this area [9][21]

1.【马斯克：SpaceX 5月进行了17次发射】SpaceX首席执行官埃隆·马斯克在社交平台X发文称： 祝贺SpaceX团队在5月进行了17次发射，平均不到两天就有一次发射和着陆！（新浪财经） 2.【陕西氢燃料重卡首次进军海外市场】5月30日，秦创原入驻企业——质子汽车科技有限公司（以 下简称"质子汽车"）首批次出口澳大利亚氢燃料重卡发车仪式在西安举行。质子汽车向澳大利亚合作 伙伴交付了象征信任与承诺的发车钥匙，标志着陕西氢燃料重卡首次进军海外市场。（陕西网） 精选行业新闻，帮你省时间！ 此外，如果您还想 查公司、找项目、看行业，深入了解人形机器人、商业航天、AGI等热门赛 道 ，欢迎加入睿兽分析会员，解锁相关行业图谱和报告等。 （活动期间加入会员可免费获赠一 份产业日报） 更多智能制造产业资讯 …… 扫码订阅 智能制造 产业日报， 3.【中国航天今年前五个月已完成发射32次、入轨超140个航天器】据报道，今年前五个月，中国航 天已完成发射32次、入轨超140个航天器。截至去年底，中国空间站实施了180多个科学研究与应用 项目，4000余项空间应用成果广泛应用于各行各业。 （央视新闻） 4.【广西能源股份集 ...

1.【GT赛车之父称小米团队令人惊喜】《GT 赛车》系列制作人山内一典今日在社交媒体上发文透 露："我有机会和小米 CEO 雷军先生进行了交流。虽然我们还没有正式发布 Gran Turismo 的中文 版，但小米的各位成员都是 Gran Turismo 的狂热粉丝，真是个令人惊喜的发现。" 山内一典是日本 知名赛车手、游戏设计师，他所主导开发的《GT 赛车》系列是全球最知名的赛车游戏之一。（中华 网） 2.【小米王化疑回怼余承东】6月1日，小米集团公关部总经理王化发文：2025年5月，小米汽车交付 量超过28000台。同时，我们正在为小米YU7 大规模量产做准备。 感谢大家的支持与青睐。 很喜欢 的一句话送给大家：墙上芦苇，头重脚轻根底浅；山间竹笋，嘴尖皮厚腹中空。 此前，华为常务董 事、终端BG董事长余承东在2025未来汽车先行者大会上的一番言论，被指暗讽小米。（网易新闻） 3.【福特汽车召回美国境内29501辆车辆】近日，福特汽车召回美国境内29501辆车辆，因控制臂脱 落可能导致车辆失去转向和控制，增加发生事故的风险。 更多汽车出行资讯 …… 4.【福特领睿心动版上市：1.5T动力，售价9.88万元】6 ...