Group 1 - Xiaomi YU7 officially commenced nationwide delivery on July 6, covering 58 cities, with Lei Jun personally delivering the first cars to customers [1] - Li Xiang, CEO of Li Auto, emphasized the importance of Xiaomi fully committing to the automotive sector for success, acknowledging Lei Jun's hardware capabilities [2] - NIO's founder Li Bin announced that the starting price for the upcoming L90 model will be below 300,000 yuan, with a product technology launch event scheduled for July 10 [4] Group 2 - Tesla Model 3 received the highest score of 359 in the Euro NCAP safety tests, making it the safest new car in the European market for 2025 [3][4]

Group 1: Low-altitude Economy - The low-altitude economy is rapidly developing, with Hefei becoming a hub for drone applications, including medical delivery and logistics, with over 200 operational routes established [2][3] - Hefei has gathered over 300 companies in the low-altitude economy sector, covering the entire supply chain from research and development to operation [2][3] - The market size of China's low-altitude economy is projected to reach 1.5 trillion yuan by 2025, indicating significant growth potential [3] Group 2: Commercial Aerospace - The commercial aerospace sector is also gaining attention, with the market size expected to exceed 2.5 trillion yuan [3] - The establishment of the commercial aerospace industrial park in Bengbu is fostering innovation and collaboration among 17 projects, enhancing the production capabilities of rockets [3][4] - Companies like Lingkong Technology are utilizing advanced materials and 3D printing technology to improve the efficiency and cost-effectiveness of rocket components [4][5]

伐谋-中小盘信息更新 芯动联科（688582.SH） 公司发布 2025 年半年度业绩预增，同比大幅增长 2025 年 07 月 06 日 投资评级：买入（维持） | 日期 | 2025/7/4 | | --- | --- | | 当前股价(元) | 66.40 | | 一年最高最低(元) | 73.17/25.02 | | 总市值(亿元) | 266.08 | | 流通市值(亿元) | 165.47 | | 总股本(亿股) | 4.01 | | 流通股本(亿股) | 2.49 | | 近 3 个月换手率(%) | 137.28 | 中小盘研究团队 | 周佳（分析师） | 陈蓉芳（分析师） | 张越（分析师） | | --- | --- | --- | | zhoujia@kysec.cn | chenrongfang@kysec.cn | zhangyue1@kysec.cn | | 证书编号：S0790523070004 | 证书编号：S0790524120002 | 证书编号：S0790524090003 | 公司披露 2025 年半年度业绩预增，归母净利润实现大幅增长 公司预计 2025 年上半年实现 ...

Core Insights - The 27th China Association for Science and Technology Annual Conference focused on aerospace metal materials, highlighting recent research advancements and technological breakthroughs in the field [1] Group 1: Expert Contributions - Professor Chen Ruirun from Harbin Institute of Technology presented on "The Organization Construction and Performance of Ultra-High Strength Titanium Alloys" [3] - Professor Li Hongyi from Beijing University of Technology discussed "Research on Titanium Dioxide Nanotube Array Solid Lubricating Materials on Titanium Surface" [5] - Researcher Li Jinguo from the Institute of Metal Research, Chinese Academy of Sciences, covered "R&D of Additive Manufacturing High-Temperature Alloy Materials and Processes" [5] - Professor Wang Junsheng from Beijing Institute of Technology presented on "Intelligent Design and Processing of Aerospace Aluminum-Lithium and Magnesium-Lithium Alloys" [7] Group 2: Discussion Topics - Experts engaged in discussions on various critical issues, including the application of new high-strength aluminum alloys in aerospace structural components, long-term service performance of high-temperature alloys in aircraft engines, additive manufacturing technologies for titanium alloys in aerospace, and the application of metal matrix composites in stealth structure design for aerospace vehicles [7] - The forum facilitated an exchange of academic viewpoints, enhancing understanding of core scientific issues and injecting diverse perspectives into technological innovation [7]

近期，成都智明达电子股份有限公司（688636.SH，下称"智明达"）发布公告，计划通过简易程序向特定对象发行股票募资不超过2.13亿元。 募集资金主要用于两个项目，分别为无人装备及商业航天嵌入式计算机研发及产业化建设项目（投入1.5亿元），以及补充流动资金（6300万元）。 AI制图 业绩大幅下滑 据悉，智明达成立于2002年3月28日，公司专注于尖端高可靠性嵌入式计算机的研制、生产和服务。2021年4月8日公司通过上交所科创板发行上市， 首次公开发行募集资金净额为3.82亿元，比原计划少了5440万元。 资料显示，公司产品广泛应用于飞机、导弹、卫星、火箭、无人系统等高端装备，服务于电子对抗、精确制导、雷达、通信、飞控等关键电子系 统，提供信号采集、图像感知与智能处理、智算终端、总线控制、边缘存储、智能电源等一站式解决方案。 星标 ★ IPO日报 精彩文章第一时间推送 按照行业分类，嵌入式计算机是公司主要的收入来源，截至2024年12月31日，该业务贡献了99.46%的营收水平。 简单来说，嵌入式计算机是一种专用计算机系统，通常被嵌入到其他设备（如家电、汽车、工业机器）中，执行特定任务（如控制、监测、数据处 ...

2025年政府工作报告中, 明确提出要培育壮大新兴产业、未来产业，深入推进战略性新兴产业融合集群发 展，并开展新技术新产品新场景大规模应用示范行动，推动商业航天等新兴产业安全健康发展。这是继2024 年"商业航天"首次写入政府工作报告后，政策支持力度进一步加码的标志性信号。 商业遥感卫星是我国航空航天体系的重要分支。近年来在政策支持、技术创新和市场需求的多重推动下，正 处于快速发展的黄金阶段。国家积极出台一系列政策，鼓励民间资本广泛参与商业遥感卫星的研制、发射和 运营，这一举措有力地推动了行业朝着市场化和专业化方向迈进。 在政策的引导下和市场发展下，中国商业遥感卫星行业已逐渐形成了完整的产业链。 商业遥感卫星产业链主要分为三个关键环节。上游主要包括商业遥感卫星制造、发射及地面设备制造商，他 们是整个产业链的基石，承担着卫星硬件设施的生产与搭建任务。中游为商业遥感卫星运营商，主要负责提 供卫星遥感数据服务、相关技术服务，以及开发出售基于卫星遥感数据的软件，是连接上下游的关键纽带。 下游则是应用领域，其范围极为广泛，涵盖了气象观测、国土测绘、海洋观测、灾害监测、环境监测等诸多 领域，为各行业提供了重要的数据支持与 ...

来源：中国新闻网 在论坛讨论环节，与会专家学者针对学科交叉领域的重大难题和关键技术瓶颈议题，包括"新型高强度 铝合金在航空航天结构件中的应用研究""高温合金在航空发动机热端部件的长期服役性能研究""钛合金 在航空航天领域的增材制造技术及应用研究"等展开研讨。 中新网北京7月5日电 (记者 孙自法)中国科协7月5日向媒体发布信息说，第二十七届中国科协年会两场 专题论坛近日在北京顺利举办，分别聚焦航空航天用金属材料、中国智能高铁标准体系建设。 "航空航天用金属材料专题论坛"由中国有色金属学会承办，来自国内知名高校、科研院所及行业领军企 业的专家学者和企业代表相聚论坛，共同探讨航空航天用金属材料领域的最新研究进展与技术突破。 哈尔滨工业大学陈瑞润教授作《超高强韧钛合金的组织构筑及性能》专题报告。中国有色金属学会 供 图 哈尔滨工业大学、中国科学院金属研究所、北京工业大学、北京理工大学等4位行业专家，分别以《超 高强韧钛合金的组织构筑及性能》《增材制造高温合金材料与工艺研发》《钛表面二氧化钛纳米管阵列 固载固体润滑材料的研究》《航空航天铝锂、镁锂合金智能设计与加工》为题作报告，并围绕航空航天 用金属材料领域的前沿研究 ...

Group 1 - The core index, the China Securities National New State-Owned Enterprise Aerospace Technology Index, closed at 2449.8 points, down 0.42%, with a trading volume of 17.88 billion [1] - Over the past month, the index has increased by 6.55%, by 11.66% over the past three months, and by 5.93% year-to-date [1] - The index comprises 40 representative listed companies from state-owned enterprises involved in aerospace equipment, materials, information, and security, reflecting the overall performance of state-owned enterprises in the aerospace technology sector [1] Group 2 - The top ten weighted companies in the index include: Aero Engine Corporation (9.37%), AVIC Xi'an Aircraft Industry (8.48%), AVIC Optoelectronics (7.71%), AVIC Shenyang Aircraft Corporation (5.9%), Hongdu Aviation (4.7%), Northern Navigation (4.12%), AVIC Aircraft (3.97%), Aerospace Electronics (3.9%), AVIC High-Tech (3.88%), and China Science and Technology Star Map (3.76%) [1] - The market segments of the index holdings show that the Shanghai Stock Exchange accounts for 63.79%, the Shenzhen Stock Exchange for 35.60%, and the Beijing Stock Exchange for 0.60% [1] Group 3 - From an industry perspective, the index holdings are composed of 82.72% in industrials, 5.87% in materials, 5.03% in information technology, 4.73% in communication services, and 1.65% in consumer discretionary [2] - The index samples are adjusted semi-annually, with adjustments implemented on the next trading day following the second Friday of June and December each year [2] - In special circumstances, the index may undergo temporary adjustments, such as when a sample company is delisted or undergoes mergers, acquisitions, or spin-offs [2]

Core Points - The core message emphasizes China's commitment to enhancing global space cooperation, particularly with developing countries, to bridge the technology gap in space exploration [1][2] Group 1: International Cooperation - China aims to strengthen the sharing of space technology achievements to assist developing countries in enhancing their space capabilities and applications [1] - Various international collaborations are highlighted, including China's lunar exploration program, Mars exploration partnerships, and satellite joint development with countries like Brazil, France, and Italy [1] - The ongoing international lunar research station project has participation from over ten countries and organizations, with an invitation for more to join [1] Group 2: Future Plans - Future international space governance will focus on practical cooperation in areas such as space science, Earth observation, lunar exploration, and biological detection [1] - Specific measures to support developing countries include providing essential scientific research results for disaster reduction and forest resource monitoring, enhancing their space capabilities, and conducting joint space science research [2]

"天稻"下 凡，"薯光"闪 耀！河源农业 向"新"提质_南 方+_南方plus 7月，河源东源 的万绿智慧无人 农场早造的稻田 里传来收获的序 曲。无人植保机 在空中巡航，监 测水稻的长势， 精确分析和指导 用肥用药。待两 造水稻收割后， 这片5000亩的智 慧农场将全部种 上"航天稻" 。 薯本地繁种取得 新进展，优良种 猪种禽培育水平 也在不断提升， 为提升粮食安全 保障、促进农业 向"新"提质发展 增添新的动力。 智慧农机武装农 场 航天育种创下纪 录 眼下，万绿智慧 无人农场的5200 亩稻田已实现全 程机械化种植， 只需6名工作人 在河源，广阔的 山水田园间持续 上演着农业技术 的迭代升级和创 新应用。水稻航 天育种制种成果 不断涌现，马铃 员便能实现所有 稻田的日常管理 工作。其中1500 亩示范田更是实 现了无人化耕 作。工作人员只 需在电脑上设定 路线，不论日夜 晨昏，无惧风雨 寒暑，智能农机 便能轻松完成多 种田间作业。 东源县柳城镇万亩智能化粮食生产示范基地的无人驾驶智慧农机。 受访者供图 在不断提升机械 作业现代化、智 能化、信息化水 平的同时，育种 技术的新应用也 正在助推河源农 业产 ...