（责任编辑：董萍萍 ） 航空航天ETF（159227）紧密跟踪国证航天指数，申万一级军工行业占比高达98.2%，堪称全市 场"军工纯度"最高的指数，覆盖航空装备、航天装备、卫星导航、新材料等关键产业链环节，成分股精 选军工领域头部企业，涵盖大飞机研制、低空经济、商业航天等新兴领域。 每日经济新闻 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 10月14日午后，三大指数均呈回升态势，国防军工板盘中触底反弹。截至13:25，航空航天ETF （159227）跌幅收窄至0.75%，成交额率先破1.11亿元，稳居同类第一。持仓股方面，长城军工涨超 6%，中直股份、航新科技涨超4%，海兰信、振芯科技、中国海防等涨幅居前。 在全球地缘冲突加剧等背景下，我国装备凭借快速提升的技术性能、出色的成本效益以及日益增强 的体系兼容性，已建立起综合性的国际竞争优势。 东方证券认为，我国军贸输出有望逐步从"单品性价比优势"向"体系 ...

Group 1 - Dalian's export of high-end equipment reached 23.68 billion yuan in the first seven months of the year, marking a year-on-year increase of 39.3% [1] - The shipbuilding industry in Dalian is transitioning towards high-end, intelligent, and green manufacturing, with 36 ships exported valued at 13.48 billion yuan, a year-on-year increase of 26.5% [1] - Dalian Customs is implementing measures to facilitate the export of high-end electromechanical products, including optimizing material procurement and production processes, and ensuring benefits from the Regional Comprehensive Economic Partnership (RCEP) [1] Group 2 - The imported temperature control device is a critical component of the extrusion granulation machine project, which has high installation difficulty and tight delivery timelines [2] - Dalian Customs is committed to supporting key local enterprises and projects, transforming enterprise needs into precise service measures to contribute to the high-quality development of local foreign trade [2]

Core Insights - The company reported a record high revenue of 8.224 billion yuan in 2024, representing a year-on-year growth of 14.50%, and a net profit of 485 million yuan, which surged by 775.84% [1] - The company aims to strengthen its position in high-end equipment sectors, focusing on material handling, marine engineering, and shipbuilding equipment, with a goal to become a market leader in these segments [1] Revenue and Profit Growth - The company achieved a net profit of 485 million yuan, a significant increase of 775.84% year-on-year, and a non-recurring net profit of 438 million yuan, with a growth rate of 777.26% [1] - The international sales revenue reached 6.615 billion yuan, marking a year-on-year increase of 33.29%, accounting for 80.44% of total revenue [2] Business Expansion and Market Development - The company has expanded its high-end equipment production and sales through both domestic and international markets, securing orders in countries such as Egypt, Turkey, Kenya, and Vietnam [2] - The company has established over 10 overseas enterprises and employs more than 270 staff abroad, enhancing its localized service capabilities across various regions including Southeast Asia, South Asia, the Middle East, Europe, Australia, Latin America, and Africa [2] Research and Development - The company invested 210 million yuan in R&D for new products and technologies in 2024, achieving significant breakthroughs such as the delivery of the first 400t/h aluminum oxide pneumatic unloader, which breaks foreign monopolies [3] - The company’s GENMA 3000-ton full rotation marine crane was recognized as a major equipment product by Jiangsu Province's Ministry of Industry and Information Technology for 2024 [3] Infrastructure Development - The Tongzhou Bay Equipment Manufacturing Base, a key project for the company, has commenced full-scale infrastructure construction and is expected to gradually start operations in the second half of 2025 [3]