截至2026年1月9日 10:48，同类规模最大的通用航空ETF（159378）上涨4.21%。成分股航天电子(600879)、航天彩虹 (002389)涨停，航天宏图(688066)涨超11%，西部超导(688122)涨超10%。 | 序号 | 代码 | 名称 | 现价 | 涨跌幅 ▼ | 成交额 | | --- | --- | --- | --- | --- | --- | | 1 | 688568 | 中科星图 | 68.22 | 11.84% | 17.18亿 | | 2 | 688066 | 航天宏图 | 42.57 | 11.70% | 18.23亿 | | 3 | 688122 | 西部超导 | 92.20 | 10.42% | 33.65亿 | | ব | 688297 | 中元人机 | 55.76 | 10.09% | 11.20亿 | | 5 | 600879 | 航天电子 | 28.69 | 10.01% | 71.28亿 | | 6 | 002389 | 航天彩虹 | 28.28 | 10.00% | 22.22亿 | | 7 | 300342 | 天银机电 | 38.40 | 6.4 ...

近日，陆军第78集团军某旅在上级部门指导下开展遥控模型航空器（无人机）飞行执照培训考核。此次 培训考核为期3天，130余名官兵全程参与，旨在通过系统性的理论学习与实操训练，培养出理论基础扎 实、操作技能过硬、持证合规的专业技术骨干。 "现代战场瞬息万变，'头顶优势'的争夺刻不容缓。"该旅领导介绍，理论培训环节中，特邀主考官、某 大学无人机应用专家结合军事应用需求，为官兵系统讲授无人机系统构造、飞行原理、空域法规、安全 规范等核心知识，特别是针对"起降"的操作规程、"四位悬停"的平衡原理以及"水平位移"的控制逻辑进 行了重点解读与剖析。随后的实操应用环节，官兵严格遵循"理论先行、由简入繁"的原则，从最基础的 遥控器操作熟悉、设备调试开始，将"起降"课目作为入门第一课，反复练习起飞前检查、标准起飞流 程、平稳着陆动作，确保每一个环节都精准无误。 "绝大多数官兵展现了良好的学习领悟能力和扎实的操作技能，特别是在'起降'的规范性、'四位悬停'的 稳定性和'水平位移'的精确性方面进步显著，将理论知识有效转化为了操作能力。"上述专家评价 道，"这反映出部队官兵学习新装备、钻研新战法的热情很高，导向非常务实。" 该旅领导表 ...

本文转自【央视军事】； 从今天起 全军2026年度军事训练大幕 正式拉开 2026新年度训练 陆军将更加深入探索 无人作战领域的战法训法 确保在未来战场不断打赢 海军参训舰艇 开展多科目实战化训练 锤炼体系作战水平 空军部队 同步开展实战化训练 东风浩荡、威武列阵 联勤保障部队 新年度开训紧盯实战 立起从严从难导向 "实战需要什么就训什么" 武警部队 以"开训即实战 起飞即战斗"的姿态 拉开实战化训练序幕 火箭军多个单位 各军兵种在联合训练中深度融合 锤炼联合作战能力 新装备、新力量融入作战体系 加速新质战斗力的生成 实战实训 锻造"尖刀铁拳" "开局即开训，起步即从严" 近年来 全军开训体系练兵成为常态 来源：央视军事综合CCTV-13《新闻直播间》等 ...

此外，军工行业进入长期景气上行通道，把握新质战斗力及军贸两大主线。建军百年目标迫在眉睫，行 业将进入新一轮上升周期。 方正证券研究指出，内需方面，前期定型产品批产叠加新型号"十五五"转阶段批产，行业订单有望持续 下达。外贸方面，近年来我国军贸完成从"性价比替代"转向"技术标杆"、从"单品出口"到"体系解决方 案+服务生态"、从"市场参与者"升级为"规则制定者"的三重跃迁，当前全球新一轮军备竞赛背景下我国 军贸市场有望迎来历史机遇。在内需外贸双轮强驱动下，我国军工行业有望进入长期景气通道。 消息面上，近日，国家国防科工局党组理论学习中心组召开扩大会议，会议提出，要促进商业航天发 展，推动航天产业化。此前，12月26日上交所发布《商业火箭企业适用科创板第五套上市标准指引》， 标志着商业火箭企业登陆资本市场的通道正式打通、标准全面明确。 开源证券表示，商业火箭企业科创板IPO标准发布表明国家对商业航天领域的重点支持，资本加持将加 速产业发展。火箭产业链受益于航天动力、西部材料等企业的技术积累；卫星产业链及太空算力领域， 中科星图、航天宏图等企业凭借数据处理能力优势将获得发展机遇。商业航天产业链整体受益于政策支 持与 ...

Group 1 - In 2025, China's defense technology will enter a new stage of systematic advancement, with the military's new combat capabilities accelerating their development [1] - The People's Navy officially enters the "three aircraft carrier era" with the commissioning of the Fujian aircraft carrier on November 5, 2025 [4][5] - The Fujian aircraft carrier, with a full displacement of over 80,000 tons, is the world's first conventional-powered aircraft carrier equipped with electromagnetic catapult technology [8] Group 2 - The Fujian aircraft carrier conducted its first live training at sea, successfully testing its electromagnetic catapult and recovery capabilities with various carrier-based aircraft [12] - The first amphibious assault ship, Sichuan, completed its maiden voyage trial, achieving a "quasi-aircraft carrier" combat capability with a full displacement of over 40,000 tons [17] - The 054B missile frigate, with a displacement of approximately 5,000 tons, features advanced stealth capabilities and a multifunctional vertical launch system, marking breakthroughs in stealth technology and combat command systems [21] Group 3 - The Chinese Air Force showcased the Attack-11 drone in a mixed formation flight with advanced fighter jets, highlighting its stealth, endurance, and precision capabilities [26] - The 2025 September 3 military parade displayed a high degree of informationization and intelligence in weaponry, emphasizing the military's capability to adapt to technological advancements and future warfare [27]

Core Insights - The defense industry is expected to experience a recovery in 2025, marking a turning point in demand, with a new round of growth anticipated as the "14th Five-Year Plan" concludes and the "15th Five-Year Plan" begins [2][8][24] - The focus on new combat capabilities, including unmanned systems, deep-sea technology, and military AI, is expected to drive significant advancements in the industry [2][8][32] - The commercial aerospace and gas turbine markets are projected to grow, driven by increased demand and recovery in the aviation sector post-pandemic [2][8][31] Group 1: Industry Overview - The defense industry has stabilized and is showing signs of recovery after a period of demand stagnation from 2023 to 2024, with revenue growth returning in 2025 [8][14] - The "15th Five-Year Plan" is anticipated to create synergies between military and civilian sectors, enhancing overall industry growth [8][29] - Geopolitical uncertainties are increasing, leading to heightened military spending globally, with defense budgets expected to continue rising [26][30] Group 2: New Combat Capabilities - New combat capabilities are expected to focus on unmanned systems, deep-sea operations, and information technology, with an emphasis on modernizing military capabilities [2][32][36] - The development of unmanned systems is seen as critical, with a growing emphasis on both offensive and defensive capabilities in modern warfare [2][43][44] - The integration of AI into military operations is expected to enhance decision-making and operational efficiency across various combat scenarios [2][32][36] Group 3: Commercial Opportunities - The commercial aerospace sector is poised for significant growth, particularly in the gas turbine market, driven by increased orders and recovery in engine deliveries [2][31][32] - The commercial space sector is also expanding, with advancements in satellite technology and launch capabilities expected to accelerate growth [2][31][32] - The military trade market is anticipated to strengthen, with Chinese equipment gaining recognition and market share in international markets, particularly in the Middle East [2][31][32]

人民财讯12月5日电，12月3日，福建省委书记、省军区党委第一书记周祖翼，省委副书记、省长赵龙等 省领导来到驻闽部队某旅，集体参加"军事日"活动，推动福建新时代人民武装工作高质量发展，不断巩 固深化新时代军政军民团结良好局面。周祖翼强调，要高举旗帜铸军魂，全神贯注抓备战，努力推动全 省国防动员和后备力量建设向更高层次发展。要全面贯彻新时代政治建军方略，牢牢把握部队建设的正 确方向，铸牢忠诚、严实整训，为强军事业提供坚强政治保证。要锚定实现建军一百年奋斗目标，推动 国防建设和经济建设同谋划、同推进，促进福建省国防动员工作实现转型升级、系统提升。要巩固提高 一体化国家战略体系和能力，加快新兴领域战略能力建设，促进新质生产力同新质战斗力高效融合。 ...

商业航天司成立，商业航天高质量安全发 展行动计划发布，有望进入快速发展阶段 核心观点 投资建议与投资标的 国防军工行业 行业研究 | 行业周报 国家/地区 中国 行业 国防军工行业 报告发布日期 2025 年 12 月 01 日 看好（维持） | 罗楠 | 执业证书编号：S0860518100001 | | --- | --- | | | luonan@orientsec.com.cn | | | 021-63326320 | | 冯函 | 执业证书编号：S0860520070002 | | | fenghan@orientsec.com.cn | | | 021-63326320 | | 鲍丙文 | 执业证书编号：S0860124070016 | | --- | --- | | | baobingwen@orientsec.com.cn | | | 021-63326320 | | 亚太局势不确定性加剧，我国装备建设或 | | --- | | 将提速，关注新质战斗力 | | | --- | --- | | 无人僚机攻击-11 公开亮相，朱雀三号可回 | 2025-11-16 | | 收火箭即将首飞，关注新质 ...

截至12月1日13:51，同类规模最大的通用航空ETF（159378）涨超1%，冲击3连涨。成分股利君股份 (002651)涨停，航天宏图(688066)，华力创通(300045)，广联航空(300900)等个股跟涨。 | | | 1.197 +0.012 +1.01% | 通用航空ETF 159378 | ਐ | | --- | --- | --- | --- | --- | | | SZSE CNY 13:51:03 交易中 | | | 十〇 ~ 時 | | | | 净值走势永赢国证通用航空产 今年 | 0.00% 120日 | 9.02% | | 序号 | 代码 | 名称 | 现价 | 涨跌幅 ▼ | | T | 002651 | 利君股份 | 11.86 | 10.02% | | 2 | 688066 | 航天宏图 | 29.11 | 6.32% | | 3 | 300045 | 华力创通 | 23.50 | 4.77% | | ব | 300900 | 广联航空 | 18.98 | 3.04% | | 5 | 600879 | 航天电子 | 11.28 | 2.83% | | 6 | 688568 ...

Core Insights - The concept of "future industries" has become more tangible over the past two years, with the government emphasizing the importance of strategic emerging industries and future industries as core development directions [6][8] - The Ministry of Industry and Information Technology has outlined six main directions for future industries: future manufacturing, future energy, future materials, future information, future health, and future space [6][8] - Investment opportunities in future industries are expected to emerge earlier in the stock market, driven by a shift from traditional construction-based capital formation to technology-driven innovation [5][8] Government Policy and Strategic Direction - The government has highlighted the need to strengthen strategic emerging industries and has made future industries a key focus in the 2024 and 2025 work reports [6][8] - The "14th Five-Year Plan" emphasizes advanced technologies such as quantum technology, biomanufacturing, hydrogen energy, nuclear fusion, brain-computer interfaces, embodied intelligence, and sixth-generation mobile communications [6][8] Market Trends and Investment Opportunities - The stock market has already begun to reflect trends in future industries, with significant movements in sectors like robotics, innovative pharmaceuticals, AI computing power, and storage [7][8] - Future industries are seen as a potential source of excess returns for investors, with the development of these industries expected to create a virtuous cycle with the stock market [5][8] Investment Strategies - Three key investment approaches are suggested: focusing on companies with strong technological barriers, identifying ecosystem leaders in new business models, and seeking out "super products" that align with emerging trends [10][11][12] - The emphasis is on identifying sectors that will benefit from policy support and accelerated market adoption, such as quantum technology and AI applications [12][13] Future Outlook - The investment landscape for future industries is entering a phase of increasing prosperity, with expectations of higher returns from early-stage investments compared to traditional sectors [13] - The integration of strategic emerging industries and future industries is viewed as a synergistic relationship that can drive innovation and growth [9][12]