记者从中国航空工业集团了解到，7月8日，中国和尼泊尔边境的吉隆口岸一带发生自然灾害，已致部分 人员失联，当地通信、交通等基础设施部分受损。接到西藏自治区应急管理厅应急出动命令后，中航无 人机现场团队于8日、9日及10日，连续三日调派翼龙应急型无人机飞赴灾区，执行紧急灾情侦察和通信 保障任务。任务期间，累计恢复接入三网通用户超2000人，承载流量超23GB。(央视新闻) ...

035 证券代码：002097 证券简称：山河智能 公告编号：2025- 山河智能装备股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 信托机构：Bank of Utah not in its individual capacity but solely as owner trustee of the Avmax Utah Trust No.3 （为 Avmax 的 SPV） 一、交易概况 山河智能装备股份有限公司（以下简称"山河智能"或"公司"）于 2025 年 7 月 5 日召开了第八届董事会第二十二次会议，审议并通过了《关于全资子公 司拟购置资产的议案》，同意山河智能境外全资子公司 Avmax Group Inc.（以下 简称"Avmax"）购置 Qantas Airways Limited（以下简称"Qantas"）持有的 16 架 DHC-8 300 飞机。前述内容具体详见公司于 2025 年 7 月 8 日刊载在巨潮资讯 网（www.cninfo.com.cn）的"2025-030"号公告。 二、交易进展 售协议》，协议主要内容如下： ...

据了解，近年来随着国产自研高性能航空装备的亮相，及国际客户的需求增长，为国产航空装备出口带 来新机遇。广联航空始终注重技术研发与产业协同，不断提升产品性能与质量稳定性，强化与上下游产 业链的合作，致力于构建完善的军贸业务体系，以更好地把握国际市场机遇，推动业务持续拓展。 广联航空通过聚焦航空航天高端装备制造领域，持续为国内各主机厂及科研院所提供研制配套服务，部 分产品通过总体单位及专业军贸公司的渠道实现出口，其中WJ-700高空高速无人机等重点产品的整机 结构已实现批量交付。 广联航空（300900）披露投资者关系活动记录表显示，公司于7月9日举行路演活动，中泰证券 （600918）、国投瑞银和银华基金等19家机构投资者参加活动。 广联航空参与了国家批复的多个大型飞机研制项目，是C919大型客机的零部件、成型工装供应商和 C929货舱门等零部件及中机身壁板组件装配生产线的供应商，设计制造了AG600水陆两栖飞机的总装 配生产线，此外还为多种型号军用飞机、航空发动机、燃气轮机、航天器以及无人机研制航空航天配套 产品。 据广联航空介绍，公司在西安、成都、自贡等地的产能布局已进入释放期，聚焦航空航天高端装备的研 发 ...

Core Viewpoint - The A-share private placement market showed significant recovery in the first half of 2025, with a total of 78 projects raising 780.51 billion yuan, marking a nearly 700% increase in fundraising compared to the same period last year [1][5]. Group 1: Fundraising Scale - The fundraising scale surged due to substantial private placements by state-owned banks, with major contributions from China Bank (165 billion yuan), Postal Savings Bank (130 billion yuan), Bank of Communications (120 billion yuan), and China Construction Bank (105 billion yuan), collectively accounting for 520 billion yuan or 66.62% of the total raised [3]. - Other listed companies also saw notable increases in their fundraising amounts, with 9 companies raising over 10 billion yuan, and 4 companies raising between 5 billion and 10 billion yuan [4]. Group 2: Historical Context - The fundraising amounts had been declining for several years prior to this recovery, with a peak in 2021 at 913.31 billion yuan, followed by a significant drop of 81.05% by 2024 [7]. - As of July 7, 2025, the A-share market had implemented 84 private placement projects, raising a total of 806.045 billion yuan, indicating a potential return to 2021 levels [7]. Group 3: Market Drivers - The recovery in the private placement market is attributed to supportive policies and favorable market conditions, including the involvement of public funds as strategic investors and ongoing improvements in restructuring regulations [8]. - The active stock market and improving economic conditions have further stimulated the private placement market [8]. Group 4: Profitability and Performance - Among the 78 private placement projects, 71 had stock prices above the placement price, resulting in a low break-even rate of 8.97% and an average increase of 55.89% since issuance [10]. - Notably, China Aviation Industry Corporation saw a remarkable price increase of 906.52% from its placement price of 8.36 yuan to 83.52 yuan [11].

Core Points - The Chengdu Qingyang District hosted the "Liyuan Manyuan" industrial investment promotion conference as part of the 2025 China Mobile Industry Investment Ecological Cooperation Conference, aiming to attract enterprises and promote local economic development [1][3][6] Group 1: Industrial Development - The Qingyang District is leveraging its industrial parks to attract businesses, showcasing the vibrant economic and social development in the area [3][4] - The Aviation National Innovation Center Industrial Park, covering 203 acres, focuses on aviation equipment R&D, satellite internet, and industrial software, attracting leading companies like Weier Technology [3][4] - The Aviation High-end Equipment Intelligent Manufacturing Industrial Park has already welcomed high-end manufacturing companies, contributing to the local industrial ecosystem [4][7] Group 2: Business Environment - The Qingyang District emphasizes a supportive business environment, with policies aimed at enhancing the competitiveness of the local economy and attracting quality enterprises [6][9] - The "1+5" industrial development policy framework supports key industries such as aviation, finance, and cultural tourism, providing financial assistance and services to foster innovation and talent development [9] Group 3: Investment Opportunities - Many enterprises expressed strong interest in investing in Qingyang, citing the well-developed infrastructure and high industry concentration as key factors for their potential collaboration [5][8] - Companies like Hertz Technology are considering establishing branches in Qingyang, highlighting the area's potential for market expansion [8] Group 4: Policy Support - Qingyang's government has implemented substantial support policies to enhance the business environment, including a comprehensive "1+5+N" policy system to assist enterprises at various development stages [9] - The rapid administrative processes in Qingyang, such as the swift registration and office setup for new companies, have been positively noted by business leaders [9]

Group 1 - Company Junhe Precision expects a net profit of 49.3 million to 53 million yuan for the first half of 2025, representing a year-on-year increase of 46.61% to 57.61% [1] - Company Yingtan plans to reduce its shareholding by a total of 2.79%, with specific reductions from major shareholders and executives due to funding needs [1][2] - Company EFORT W.F.C. Holding plans to sell 22% of its stake in GME Aerospace for 6 million euros, reducing its ownership from 48.99% to 19.76% [2] - Company Huada Jiutian has terminated its major asset restructuring plans due to a lack of consensus on key terms among parties involved [3] - Company Shankai Intelligent is planning a change in control, leading to a temporary suspension of its stock trading [3] Group 2 - Company TCL Technology anticipates a revenue of 82.6 billion to 90.6 billion yuan for the first half of 2025, with a net profit increase of 81% to 101% [5][6] - Company TCL Zhonghuan expects a net loss of 4 billion to 4.5 billion yuan for the first half of 2025, worsening from the previous year [6] - Company Lvtianhua forecasts a net profit decline of 62.64% to 73.85%, estimating a profit of 3.5 million to 5 million yuan [8] - Company Zhongke Jincai expects a net loss of 75 million to 105 million yuan, representing a decline of 51.43% to 112% [9] - Company AVIC Heavy Machinery anticipates a net profit decrease of approximately 33.29% for the first half of 2025 [11] Group 3 - Company Jiangbolong reports that the National Integrated Circuit Industry Investment Fund has reduced its stake to below 5% [13] - Company Erlu Si plans to reduce its shareholding by up to 1% due to personal funding needs [14] - Company Zhonghua Rock intends to reduce its shareholding by up to 0.46% for personal funding reasons [15] - Company Jiekang Equipment plans to reduce its shareholding by up to 1% due to personal funding needs [15] - Company Jianzhijia's actual controller plans to increase its shareholding by 50,000 to 100,000 shares [16] Group 4 - Company Jinshi Resources has had a lawsuit terminated after the plaintiff withdrew their case, which had sought 90 million yuan in damages [18] - Company Huaye Fragrance plans to reduce its shareholding by up to 3% due to personal financial arrangements [19] - Company Zhaobiao plans to reduce its shareholding by a total of 0.54% due to personal funding needs [20] - Company Shenkai plans a full takeover offer at 16.13 yuan per share for 8659 million shares, representing 57.73% of its issued shares [21] - Company Suqian Liansheng plans to reduce its shareholding by a total of 6.03% due to personal funding needs [22]

在重点技术攻关方面，今年年初，省国资委印发《关于征集2025年度重点技术攻关项目的通知》， 研究确定37项重点攻关任务；时代万恒与中国科学院大连化物所合作开发高比能动力电池；组织新材料 专场路演，推动省轻科院的"航空级高性能热防护材料"等5个优质项目与金融资本对接；创新采用"双导 师制"等模式，成功举办东北"三省一区"国有企业"星火"创新创意大赛，445家中央和地方企业的910个 项目报名参赛，同步举办的优秀成果展获得广泛关注，省轻科院等8项"星火"优质项目获重点推荐引 资。 此外，我省还积极推进新兴产业延链补链强链。年初以来，省国资委组织上下游企业举办商业大飞 机供应链科技沙龙，推动省市企业全力融入商飞供应链，助力打造千亿级航空装备集群。在辽渔集团， 企业接连刷新我国南极作业船舶单日捕捞量最高纪录。支持高产的"底气"，是集团持续将产业链延伸至 海洋生物产业，研发出的高附加值产品指标达到世界一流水平，开发出的南极磷虾油等三大系列20余种 产品均取得良好市场业绩。在辽宁交投集团，其下属的艾特斯技术股份有限公司自主研发的无人机综合 管控平台，将实现对京哈高速改扩建工程全线27个无人机场的线上操控，产业链延伸至智慧 ...

| | 特定对象调研 | 分析师会议 | | --- | --- | --- | | 投资者关系 | 媒体采访 | 业绩说明会 | | 活动类别 | 新闻发布会 | 路演活动  | | | 现场参观 | 其他（电话会议） | | | 1、中泰证券：陈鼎如、马梦泽、张丽婷、李鑫、周兴贞、李佳 | | | | 宸 | | | | 2、国投瑞银：李轩 | | | | 3、银华基金：郭澄 | | | | 4、交银施罗德：魏玉敏、张三维 | | | | 5、上银基金：黄颢 | | | | 6、易方达：鲍昀骁 | | | | 7、平安养老：陈晓光、陈良源 | | | 参与单位名称及 | 8、华夏未来资本：丁鑫 | | | 人员姓名 | 9、海通资管：董山青 | | | | 10、复熙资产：乐涵聃 | | | | 11、远信投资：周阳 | | | | 12、中泰资本：于鑫淼 | | | | 13、上海证券：赵军伟 | | | | 14、西部利得：毛振强 | | | | 15、昱奕资产：林雪峰 | | | | 16、汇丰晋信：胡连明 | | | | 17、山西金控：习宇 | | | | 18、博普资产：章腾飞 ...

证券代码：600765 证券简称：中航重机 公告编号：2025-048 中航重机股份有限公司 关于2025年半年度的业绩预告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： 到全年目标的 52.27%，均完成"双过半"任务。公司将按照 2025 年经营计划安 排全年各项任务，全力推进产品生产交付，努力按照"2332"的节奏完成全年目 标。 下降约 4.5%，其中：第二季度实现营业收入约 34.45 亿元，同比增长约 11.20%。 降约 24.61%。 约 4.87 亿元，同比下降约 33.29%，其中：第二季度实现归属于上市公司股东的 净利润约 2.89 亿元，同比下降约 28.82%，较第一季度降幅有所收窄。 （三）本期业绩预告未经注册会计师审计。 注：公司 2024 年 12 月份完成对安吉精铸并表，由于本公司和安吉精铸同受 航空工业的控制，该项合并为同一控制下的企业合并，公司依据《企业会计准则 第 20 号--企业合并》的规定，相应调整了合并财务报表的同期数据。 三、其他事项说明 产品价格下滑，导 ...

证券代码：600765 证券简称：中航重机 公告编号：2025-049 中航重机股份有限公司 关于以集中竞价交易方式首次回购公司股份进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 回购方案首次披露日 2025/4/16 回购方案实施期限 2025 年 6 月 10 日~2026 年 6 月 9 日 预计回购金额 20,000万元~40,000万元 √减少注册资本 □用于员工持股计划或股权激励 回购用途 □用于转换公司可转债 □为维护公司价值及股东权益 累计已回购股数 913,100股 累计已回购股数占总股本比例 0.0580% 累计已回购金额 15,003,355元 实际回购价格区间 16.36元/股~16.46元/股 一、 回购股份的基本情况 中航重机股份有限公司（以下简称"公司"）于 2025 年 6 月 10 日召开 2025 年第二次临时股东大会，审议通过了《关于中航重机以集中竞价交易方式回购公 司股份的议案》，同意公司在股东大会审议通过回购方案之日起 12 个月内，以集 中竞价方式，利用自有 ...