【文/观察者网 刘程辉】路透社7月4日援引消息人士的话称，美国政府3日向通用电气航空发出通知， 可以恢复向中国商用飞机有限责任公司出口喷气发动机。 报道形容，这是中美贸易紧张局势缓和的又一迹象。本周，美国还取消了向出口中国芯片设计软件和乙 烷的限制，显示两国之间的贸易谈判正在取得进展。 民航工作者、民航业评论员张仲麟对观察者网表示，本次美国解除禁售是意料之中的事，充分展现了本 届特朗普政府的善变以及极大的不确定性，符合前期对于禁售不会持续很久的判断。虽然本轮禁售解 除，但是C919的国产化进程将会持续推进，配套国产发动机也将加快发展。 "不止一家航空企业对华出口限制被解除" 消息人士透露，此次恢复的出口许可涵盖通用电气航空为商飞C919单通道客机提供的LEAP-1C发动 机，这是通用电气与法国赛峰集团的合资产品；以及为C909支线飞机提供的CF34发动机。因未被授权 公开发言，该人士要求匿名。 资料图：C919使用的LEAP-1C发动机 另一位知情人士表示，除了通用电气之外，至少还有一家航空企业的对华出口许可证限制也于3日被解 除。 霍尼韦尔航天同样为C919提供了辅助动力系统、轮胎和刹车系统、飞控系统和导航 ...

金信诺 20250624 摘要 金信诺传统电线电缆业务营收稳定，占比 50%-60%，约 10-12 亿元， 为公司提供坚实基础。高速项目营收快速增长，2024 年达 3.4 亿元， 已与浪潮、华三等厂商合作，并向头部互联网企业送样，预计 2026 年 持续上量，Marvell 的 AI 芯片可能成为新的增长点。 PCB 业务整合常州安泰诺与赣州信丰产能后，亏损显著减少，预计 2025 年订单持续增长，营收有望达 3 亿元。2025-2026 年固定资产折 旧完成，PCB 业务预计迎来拐点，或将显著提升公司盈利能力。 高速项目已成为国内领先企业，主力产品为 PEACE5.0，并预研 6.0 版 本。AI 服务器内部线缆需求显著增长，尤其是 ASIC 服务器，线缆使用 量远超传统服务器，推动整体价格上升，为公司高速线缆业务带来增长 机遇。 新一代 ASIC 服务器对 Kaleyra 数量需求无显著提升，但单品价值更高， 性能从 PCIe 5.0 升级到 6.0，预计 2026 年第三季度大规模应用。英伟 达 GB200 和 GB300 服务器并行存在，散热问题已解决，两者价值量差 异不大。 Q&A 请简要介绍一 ...

Group 1: Financial Performance - In Q1 2025, the company's revenue increased by 15.95% year-on-year, while net profit attributable to shareholders decreased by 81.80% [6] - The decline in net profit was attributed to reduced government subsidies and a decrease in gross margin due to order structure fluctuations [6] - Increased R&D investment and market expansion efforts contributed to higher expenses during the same period [6] Group 2: Improvement Measures - The company plans to enhance sales management, expand customer resources, and strengthen customer relationships to improve satisfaction and loyalty [6] - Focus on closely tracking customer needs, accelerating product upgrades, and optimizing product structure to enhance product performance and pricing power [6] - Aiming to reform operational systems to improve overall efficiency and reduce product costs [6] Group 3: Social Responsibility Initiatives - The company is committed to fulfilling social responsibilities by creating a safe gas environment and supporting regional economic development [7] - Plans to advance safety and environmental protection projects, including toxic gas warning systems and community gas monitoring networks [7] - Emphasis on employee rights and development, ensuring a good working environment and career opportunities [8] Group 4: Future Contributions to Society - In 2024, the company donated 2,000 household gas detectors to earthquake-affected areas in Gansu [8] - Established the "Chicheng Electric Charity Fund" for educational donations and actively participated in public welfare activities [8] - Future contributions will focus on rural revitalization and other social welfare projects to enhance corporate social image and fulfill social responsibilities [8]