阿拉伯海湾商业洞察10月8日消息，阿联酋体育部长兼阿联酋航天局主席法拉西表示，阿联酋已在航天 工业领域投资近440亿迪拉姆（120亿美元），并正在寻求扩大私营部门的参与，以推动进一步增长。他 表示，私营部门已开始发挥更大作用，包括大型企业和一些中小企业。法拉西补充说，目前正在努力加 强阿联酋非政府航天部门的参与，并寻找合作机会。阿联酋政府还在与世界各地的航天机构举行双边和 三边会议，探讨合作领域。 （原标题：阿联酋航天领域投资超过120亿美元） ...

Core Viewpoint - The launch of the Zeekr 9X marks a significant milestone in China's new energy vehicle industry, as it collaborates with aerospace technology to enhance vehicle reliability and performance for space mission support [1][20]. Group 1: Product Launch and Features - The Zeekr 9X was officially launched on September 29, 2023, and is set to participate in major aerospace mission support [1]. - The vehicle incorporates advanced technologies such as a super electric hybrid system and a "megawatt-level electric drive system," providing powerful and stable power output [9]. - The Zeekr 9X features a high-strength body made of over 91% high-strength steel and aluminum, ensuring safety and performance [13]. Group 2: Testing and Validation - The Zeekr 9X successfully passed rigorous tests in extreme environments, including high-speed tests on gravel roads and stability tests in sandstorms, earning recognition from experts [4]. - The vehicle's AI digital chassis and advanced suspension system enhance its stability and adaptability to various terrains, achieving the industry's first 5A certification for high-speed crosswind safety [17]. Group 3: Strategic Importance - The collaboration between Zeekr and aerospace technology signifies a shift towards self-reliance in China's new energy vehicle sector, moving away from reliance on imported vehicles for aerospace mission support [20]. - The Zeekr 9X embodies the spirit of precision and excellence found in the aerospace industry, aligning with the rigorous standards established over decades in China's aerospace development [10]. Group 4: Community Engagement - In conjunction with the launch, Zeekr initiated a "Flagship Escort" owner recruitment campaign, inviting early adopters to participate in significant national technological events, enhancing community engagement and brand loyalty [18].

航天科技公告，控股子公司航天科工惯性技术有限公司计划通过公开挂牌方式转让其持有的石油相关无 形资产组合的50%份额，挂牌底价为4945万元。该无形资产包括2项软件著作权和117项专利及专有技 术。天石和创有意向购买，但由于交易对手方及对价尚未确定，交易能否成交存在不确定性。此次交易 不构成重大资产重组，尚需股东会审议。交易所得将用于惯性公司日常经营和核心业务发展。 ...

Core Viewpoint - Hong Kong stock of Aerospace Holdings (00031.HK) has seen a significant increase, rising over 14% on September 15, reaching a price of 0.8 HKD with a trading volume of 24.44 million HKD [1] Summary by Category - **Stock Performance** - Aerospace Holdings' stock price increased by 14.29% [1] - The current stock price is reported at 0.8 HKD [1] - The trading volume for the day was 24.44 million HKD [1]

Financial Performance - The company reported a total revenue of 207 million yuan, an increase of 39.32 million yuan compared to the same period last year, achieving a 23.44% year-on-year growth [1] - The net profit attributable to shareholders was 34.70 million yuan, an increase of 11.87 million yuan year-on-year, reflecting a 52.00% growth [1] - The diluted earnings per share were 0.09 yuan, up by 0.03 yuan from the same period last year, marking a 52.58% increase [4] Cash Flow and Ratios - The net cash flow from operating activities was -20.14 million yuan, an improvement of 54.07 million yuan compared to the same period last year [1] - The latest asset-liability ratio stood at 29.82% [3] - The gross profit margin was 40.86%, an increase of 2.97 percentage points year-on-year [3] - The return on equity (ROE) was 2.08%, up by 0.62 percentage points from the previous year [3] Efficiency Metrics - The total asset turnover ratio was 0.09 times, an increase of 0.01 times year-on-year, reflecting a 14.23% growth [4] - The inventory turnover ratio was 0.73 times, up by 0.02 times compared to the same period last year, indicating a 2.62% increase [4] Shareholder Information - The number of shareholders was 9,454, with the top ten shareholders holding 345 million shares, accounting for 84.90% of the total share capital [4] - The largest shareholder is Li Wanxiao, holding 42.1 million shares [4]

Investment Rating - The report does not explicitly provide an investment rating for the commercial aerospace industry Core Insights - The commercial aerospace index increased by 0.75% in the week of July 28 to August 1, 2025, with a trading volume increase of 11.40% [2][23] - Significant advancements in satellite internet and rocket technology were highlighted, including the successful launch of the Long March 8A rocket and the successful flight of the Dual Curve No. 10 rocket [7][12] - The report emphasizes the growing importance of commercial aerospace in China, showcasing innovations that enhance launch capabilities and reduce costs [8][19] Summary by Sections 1. Industry Development Dynamics - The Long March 8A rocket successfully launched a group of low-orbit satellites on July 30, 2025, marking a significant achievement in China's commercial aerospace capabilities [7] - The Dual Curve No. 10 rocket successfully completed its mission on July 29, 2025, validating the performance of new products and the safety of the launch vehicle [12] - The YH-1000 unmanned transport aircraft completed a successful cargo verification flight in complex terrain in Chongqing, demonstrating its operational capabilities [14] - The Falcon 9 rocket successfully launched multiple Starlink satellites, showcasing the ongoing advancements in commercial satellite deployment [17] 2. Industry Financing Progress - Taihu Xingyun completed over 50 million RMB in Series A financing, which will accelerate its development in satellite technology and applications [19] - Tianyu Hangtong secured several hundred million RMB in financing to support the production and delivery of its unmanned aircraft systems [20] 3. Capital Market Performance - The commercial aerospace index reached a high of 14672.2 and a low of 14383.3 during the week, with 43.94% of companies in the industry seeing stock price increases [23][26] - Notable stock performers included Guanshang Technology, Aerospace Power, and Aileda, with weekly increases of 18.80%, 13.95%, and 13.22% respectively [23][26] 4. Industry Conference Preview - Upcoming conferences include the 21st Academic Annual Meeting on Deep Space Exploration Technology in July and the 42nd Academic Annual Meeting on Solid Rocket Propulsion in August [31]

Core Insights - The UAE is increasingly focusing on sustainable development and economic diversification to reduce reliance on oil, guided by long-term strategies such as "UAE Vision 2021," "We the UAE 2031," and "UAE Centennial 2071" [1][2] Economic Transformation - The UAE's economic transformation is directed by a series of national visions, evolving from macro goals to detailed roadmaps, emphasizing a competitive knowledge economy and innovation [2] - The "UAE Vision 2021" identifies a competitive knowledge economy as one of six national priorities, while the "UAE Centennial 2071" stresses economic diversification and support for local businesses [2] - The "We the UAE 2031" vision aims to increase the UAE's GDP to 3 trillion dirhams by 2031, with non-oil exports reaching 800 billion dirhams and total trade at 4 trillion dirhams [2] Business Environment Improvement - The UAE has implemented several measures to enhance the business environment, including revising commercial laws to allow 100% foreign ownership of onshore companies [4] - The introduction of long-term visa options, such as the Golden Visa and investor visas, aims to attract global talent and high-net-worth individuals [4] - The UAE has 46 free zones that play a crucial role in economic diversification, contributing approximately 40% to total exports [4] Support for Local Enterprises - The UAE is actively supporting local businesses and talent development to create a sustainable and self-sufficient economy [5] Non-Oil Sector Development - The tourism sector is a key pillar of the UAE's economic diversification, with a target to increase its GDP contribution to 450 billion dirhams by 2031 [7] - The financial sector is rapidly growing, with initiatives like the fintech office launched by the Central Bank to promote digital transformation [7] - Renewable energy is a focus area, with the "National Energy Strategy 2050" aiming to double renewable energy capacity by 2030 and achieve carbon neutrality by 2050 [7] Trade Growth - The UAE's real GDP is projected to grow by 4% in 2024, with non-oil GDP increasing by 5%, contributing to 75.5% of the total GDP [9] - Non-oil trade reached 2.997 trillion dirhams, with significant growth in exports and imports in the first half of 2025 [9][10] - The UAE has signed comprehensive economic partnership agreements (CEPA) with 26 countries, enhancing non-oil trade with CEPA partners significantly [10]

Meeting Information - The company will hold its second extraordinary general meeting of shareholders in 2025 on August 20, 2025, at 14:30 [1] - Shareholders can participate through both on-site voting and online voting, with online voting available from 9:15 to 15:00 on the same day [1][4] Voting Procedures - Shareholders must choose either on-site voting or online voting, with the first vote counted in case of duplicate votes [2] - All ordinary shareholders registered by the close of business on August 12, 2025, are entitled to attend and vote at the meeting [2][3] Meeting Agenda - The meeting will review non-cumulative voting proposals, including the election of independent and non-independent directors [8] Registration and Participation - Legal representatives of corporate shareholders must provide identification and proof of their status, while individual shareholders must present their ID and stock account card [3][4] - Shareholders can register for the meeting via on-site or mail, with contact details provided for inquiries [4] Online Voting Details - Specific procedures for online voting are outlined, requiring shareholders to authenticate their identity and obtain necessary credentials [6] - The online voting system can be accessed through the provided website [6]

Core Viewpoint - Iran conducted a suborbital test of the Qased satellite launch vehicle to evaluate new technologies being developed in its aerospace industry [1] Group 1 - The test was announced by the Iranian Aerospace Industries Organization on the morning of the 21st local time [1] - The results of this test are intended to enhance the performance of Iran's satellite and aerospace systems [1]

Group 1 - President Trump announced that current Transportation Secretary Sean Duffy will temporarily serve as the NASA Administrator [1] - Trump's decision to withdraw the nomination of Jared Isaacman, a close associate of Elon Musk, for the NASA position has become a focal point of controversy [1][2] - Trump emphasized that the new nominee should prioritize "America First" goals in space exploration [1] Group 2 - Isaacman, CEO of Shift4 Payments, has a close relationship with Musk and has paid hundreds of millions for services from Musk's SpaceX [1] - Isaacman expressed that NASA needs a leader trusted by the President, indicating an attempt to ease tensions [2] - The Trump administration is pushing for significant cuts in NASA's workforce, aiming to lay off 2,100 senior employees through early retirement and buyouts [2]