据国资委网站消息，7月8日，由国务院国资委举办的中央企业基础软件及工业软件领域人才特训班开 班。国务院国资委党委委员、副主任谭作钧出席开班式并讲话。 谭作钧强调，要深入学习贯彻习近平总书记关于基础软件和工业软件发展的重要指示批示精神，贯彻落 实党中央、国务院决策部署，牢牢把握发展基础软件及工业软件对实施制造强国战略的重要意义，着力 提升企业负责人对企业发展定位的把握、软件发展规律的认识、前沿技术的掌握和产业安全风险的把 控，着力提升青年科技领军人才的系统思维能力、底层架构能力、跨域创新能力和生态构建能力，解决 好数据互信问题和软件开发"接地气"问题。要加强组织管理，抓好课堂授课、外出调研、实践演练等各 环节工作，做好培训效果评估，促进学有所获、学有所成。 ...

每经记者｜赵云 每经编辑｜肖芮冬 MACD金叉信号形成，这些股涨势不错！ 军工ETF易方达（512560）亦持续获资金加仓，3月下旬以来，产品份额由约11.3亿份增至12.44亿份 （截至5月9日）。 上涨逻辑方面，除短期事件驱动外，市场主流观点还认为，军工行业正迎来"DeepSeek时刻"，即外贸订 单或有望爆发，军工股迎来价值重估。 5月11日，人民日报刊文《加快解放和发展新质战斗力》称:"向新而生，向质图强。当前，新一轮科技 革命和产业变革蓬勃发展，大量高新技术武器用于实战，智能技术、无人装备、大数据应用等成为战斗 力新的增长点。" 另有观点指出，高端装备制造业是强国之基，为加快发展新质生产力、落实制造强国战略、建设现代化 产业体系提供重要支撑。 5月12日早盘，三大指数集体高开。军工板块低开后持续走高，10:09中航成飞一度拉升封板，带动板块 再掀涨停潮。 受成分股大涨提振，军工ETF易方达（512560）跟踪的中证军工指数，早间平开后放量拉升，一度涨近 6%，创近两个月新高；截至上午收盘，涨幅为4.22%。同时，指数成分股存在不少交集（如中航成飞、 中航沈飞等）的高端制造ETF（562910），早盘 ...

Group 1: Company Strategy and Development - The company will focus on heat treatment equipment manufacturing and commercialization services, exploring upstream and downstream integration of the industry chain, while maintaining continuous attention to the financial and tax industry as its core development strategy [3][4]. - The company aims to enhance operational quality and internal value to provide long-term value returns to shareholders, while strengthening communication with investors to actively convey corporate value [4]. Group 2: Industry Outlook and Market Opportunities - According to the "China Heat Treatment 2035 Development Outline," the implementation of national strategies such as becoming a manufacturing power and a transportation power will provide new demands and historical opportunities for the heat treatment industry [3]. - Key sectors such as aerospace, defense, rail transportation, new energy equipment, and automotive will maintain stable growth in demand for heat treatment of critical components, with a trend towards high-end development [3]. Group 3: Financial Performance and Cost Management - The company reported a 3.84% year-on-year increase in procurement and outsourcing costs, while labor costs decreased by 6.02% [5]. - The company is implementing measures to enhance core capabilities and business efficiency, focusing on outsourcing and external procurement to achieve cost reduction and efficiency improvement [5][8]. Group 4: Future Growth Drivers - Future growth will be driven by deep exploration of the heat treatment equipment and commercial processing service market, while actively expanding into emerging application scenarios such as new energy and robotics [5]. - The company plans to integrate resources and optimize processes to gradually increase revenue contributions from upstream and downstream developments [5]. Group 5: Digital Transformation and Technological Upgrades - The financial cloud service business is undergoing functional upgrades in the context of digital transformation, focusing on AI-driven intelligent solutions and personalized user experiences [5][6]. - The integration of new information technology and artificial intelligence into heat treatment processes presents significant opportunities for transformation towards green, high-end, precise, and intelligent operations [3].