来源：环球网 12月18日，河南郑煤机集团与乌兹别克斯坦尼什巴什煤矿项目成套设备合作签约仪式在郑州举行。此次 合作标志着郑煤机集团在拓展海外市场、推动中国高端装备"走出去"方面迈出重要一步。 图为合作 签约仪式。 "学校将以本次签约为契机，与尼什巴什煤矿深度合作，共同为中资企业海外项目提供技术人才培训与 支持，为企业的全球布局提供人才的保障。"河南理工大学副校长魏建平说道。 郑州领航企业家联盟秘书长刘艳丽表示，郑州领航企业家联盟积极发挥引领作用，依托盟长单位郑煤机 集团在技术积累与国际经验，进一步探索"联盟搭台、企业唱戏"的协同出海模式。此次签约正是联盟整 合资源、精准服务盟员企业的生动实践。是推动盟员企业协同出海、共拓国际市场的标志性成果。（刘 艳丽） 签约仪式上，郑煤机集团党委书记、董事长、郑州领航企业家联盟盟长焦承尧表示，一直以来，郑煤机 始终秉持科技改变世界，智能引领未来的发展理念，以技术创新为核心驱动力，构建了覆盖研发、生 产、服务的全产业链体系，智能成套装备已远销多个国家和地区。 焦承尧称，此次合作是双方深化战略协作、共同开拓智能装备市场的重要里程碑。双方将在技术交流、 市场拓展、产业升级等方面开 ...

Core Viewpoint - The establishment of the Commercial Space Administration by the National Space Administration and the release of the "Action Plan for High-Quality and Safe Development of Commercial Space (2025-2027)" aims to significantly expand the industry scale and enhance innovation vitality by 2027, covering multiple dimensions such as rockets, satellites, emerging industries, and financial support [1] Group 1: Industry Developments - The military expenditure globally is on the rise, with India planning to increase its defense budget by 20% and Turkey signing a $6.5 billion defense contract, indicating a trend of growing military budgets worldwide [1] - The acceleration of equipment construction in China is expected, with a focus on the iteration of main battle equipment and the development of new combat capabilities such as unmanned equipment, deep-sea operations, and information technology [1] Group 2: Investment Opportunities - The military sector is poised for a resonance between domestic demand (new productive forces) and military trade (high-end equipment exports) as the "14th Five-Year Plan" approaches, highlighting the investment value in the military industry [1] - The military ETF (512660) tracks the CSI Military Index (399967), which includes 79 stocks related to the military industry, reflecting the overall performance of listed companies in this sector [1]

Core Viewpoint - The defense and aerospace sector in China is experiencing a rebound, with significant growth potential in military trade driven by technological advancements and cost-effectiveness [1] Group 1: Market Performance - As of 13:25 on October 14, the aerospace ETF (159227) narrowed its decline to 0.75%, with trading volume exceeding 1.11 billion yuan, leading its category [1] - Key stocks in the sector include Changcheng Military Industry, which rose over 6%, and Zhongzhi Co., Hangxin Technology, which increased over 4% [1] Group 2: Industry Outlook - The global geopolitical tensions are enhancing China's competitive advantage in military equipment, characterized by improved technical performance and system compatibility [1] - Dongfang Securities anticipates that China's military trade will evolve from a focus on "single product cost-effectiveness" to "systematic solution capabilities" [1] - The future outlook suggests that as high-end equipment exports accelerate, China's influence in the international market is expected to grow, with military trade likely to see simultaneous increases in both volume and price [1] Group 3: ETF and Sector Composition - The aerospace ETF (159227) closely tracks the Guozheng Aerospace Index, with a high concentration of 98.2% in the military industry, making it the highest purity military index in the market [1] - The ETF covers critical industry chain segments, including aerospace equipment, satellite navigation, and new materials, featuring leading companies in the military sector [1]

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]