中经记者 慈玉鹏 北京报道 "十三五"末增长20.9%。累计培育国家制造业单项冠军38家，另有6家企业入选新一批公示名单，专精特 新"小巨人"企业累计达322家，重点分布在集成电路、航空航天、机器人、生物医药等新兴领域，优质 企业底盘不断壮大。产业链群加速融合，推动重点企业深度参与国家制造业重点产业链高质量发展行 动，取得一批标志性成果，为提升国家产业链供应链韧性和安全水平作出天津贡献。深耕高端装备、绿 色石化等12条重点产业链，围绕龙头企业配套需求，每年开展撮合对接超300场。累计培育11个国家级 中小企业特色产业集群、43家市级产业主题园区，产业集约集聚态势进一步凸显。 "十五五"时期，是天津深入推进新型工业化、加快发展新质生产力的重要时期。夏青林介绍，"我们将 深入贯彻落实党的二十届四中全会精神，按照市委十二届七次全会部署要求，大力发展先进制造业，加 速产业升级、动能转换，推动工业发展从'量的积累'向'质的跃升'进阶，加快建设制造强市。我们将坚 决扛起工业'挑大梁'的担子，进一步做大规模、做优结构、做高能级，以'工业之为'助推'全市之进'。我 们将统筹推进传统产业升级、新兴产业壮大、未来产业培育，打造' ...

天眼查App显示，近日，沈阳航空产业集团有限公司发生工商变更，新增辽宁能源投资（集团）有限责 任公司、沈阳盛京天使投资基金合伙企业（有限合伙）为股东，注册资本由约5.84亿增至约7.76亿，增 幅约33%，同时，多位高管发生变更。该公司成立于2016年6月，法定代表人为王宇，经营范围包括民 用航空器零部件制造、以自有资金从事投资活动、航空运输设备销售、物业管理等，现由沈阳市人民政 府国有资产监督管理委员会、沈阳盛创投资合伙企业（有限合伙）、沈阳产业投资发展集团有限公司及 上述新增股东共同持股。 ...

Core Insights - The Jiangsu Provincial Committee has officially released recommendations for the 15th Five-Year Plan, emphasizing the enhancement of strategic emerging industries such as new generation information technology, new energy, new materials, biomedicine, and high-end equipment [1][2] Group 1: Industry Development - The plan aims to cultivate new growth engines in aerospace and low-altitude economy while maintaining a strong manufacturing sector [2] - It emphasizes the need for traditional industries to upgrade and for the development of strategic emerging industries, ensuring a balanced approach [2] - The focus is on high-quality development of key industrial chains and strengthening traditional industries like metallurgy, chemicals, textiles, and machinery [2] Group 2: Technological Innovation - The recommendations call for significant breakthroughs in core technologies in fields such as integrated circuits, high-end instruments, and biomanufacturing [4] - There is a push for a comprehensive innovation system that integrates technology and industry, with a focus on establishing a network of laboratories to support research and development [4] Group 3: Digital Economy - The plan includes initiatives to deepen the development of a digital economy, aiming to create a national digital economy innovation development pilot zone [5] - It emphasizes the importance of artificial intelligence and its integration into various sectors, promoting a comprehensive digital transformation [5] Group 4: International Cooperation - The recommendations advocate for high-level openness and the establishment of a two-way open hub to enhance international cooperation and resource allocation [7] - There is a focus on expanding trade and investment, promoting new business models, and enhancing the service system for foreign investment [8] Group 5: Future Industries - The plan encourages the exploration of future industries such as third-generation semiconductors, hydrogen energy, and quantum technology, aiming to transform these into productive forces [3] - It highlights the need for innovative regulatory approaches and investment mechanisms to support the growth of these industries [3]

中国航天里程碑将至！长征十二号甲可重复使用火箭计划12月15日首飞 中国航天即将迎来一个里程碑时刻。根据最新信息，由中国航天科技集团八院抓总研制的长征十二号甲 可重复使用运载火箭，计划于2025年12月15日在酒泉卫星发射中心执行其历史性的首次发射任务。这并 非一次普通的发射。它标志着中国航天"国家队"正式进军可重复使用火箭领域，一场以"降低成本、提 高效率"为核心的商业航天新竞赛，即将进入加速阶段。 截至2025年12月11日 14:22，航空航天ETF天弘(159241)盘中换手18.92%，再度位居同类产品第一，成 交9865.23万元，市场交投活跃。跟踪的国证航天航空行业指数(CN5082)上涨0.46%，成分股航天晨光 (600501)上涨5.24%，中国卫星(600118)上涨4.98%，光启技术(002625)上涨4.00%，华秦科技(688281)上 涨3.63%，上海瀚讯(300762)上涨3.25%。 值得一提的是，航空航天ETF天弘(159241)获资金积极布局，盘中净申购已达2300万份。 | | 航空航天ETF天弘 159241 | ਐੱ | | --- | --- | --- | ...

12月10日，"中山大学航空航天学院"官微发布喜报，该院学生自研木质立方星"逸仙-A星"成功发 射。"逸仙-A星"的研制耗时四载，来自中山大学深圳校区的航空航天学院、材料学院、先进制造学院 等，多学科专业学生组成的研制团队，经过不懈努力最终取得成功。 中山大学学生团队自主研制的立方星"逸仙-A星"在酒泉成功发射。图为发射现场。王佳鸿 摄 当天中午12时03分，由中山大学深圳校区学生团队自主研制的立方星"逸仙-A星"，在酒泉卫星发射中心 由中科宇航力箭一号遥十一运载火箭发射升空。12时17分，卫星顺利进入预定轨道，发射任务获得圆满 成功。13时38分，卫星遥测信号接收正常，卫星状态良好，成为世界首颗成功在轨开展木质外板验证的 卫星。 "逸仙-A星"是中山大学学生自主研发的一颗用于科学试验、技术验证和教学培养的立方星，计划在轨时 间6个月，将开展卫星空间自拍成像与检测、木质外板在轨试验与应变测量、基于树莓派的软件定义卫 星便捷式载荷开发技术验证等任务。该卫星的成功发射，是中山大学在新工科建设和人才培养方面的一 项标志性科研成果。 "逸仙-A星"的研制耗时四载，多轮迭代、历经坎坷，在学校、学院及校友的大力支持下，来 ...

Group 1 - The Aerospace ETF (159227) rose by 0.34% with a trading volume of 1.34 billion yuan, leading its category. Key stocks such as China Satellite, Huaqin Technology, Shanghai Hanxun, Guangqi Technology, and Aerospace Technology showed significant gains [1] - The launch of China's first energy engineering satellite, the Electric Power Construction No. 1 satellite, marks a shift in monitoring major energy projects from ground-based methods to satellite technology, providing millimeter-level precision [1] - The successful launch of the first optical remote sensing satellite for the power industry, "Electric Power Engineering No. 1," aims to meet the full-chain needs of power grid construction and operation [1] Group 2 - The Aerospace ETF closely tracks the National Securities Aerospace Index, covering key industry chain segments such as aerospace equipment, satellite navigation, and new materials, with a high weight of 5% in commercial aerospace concepts [2] - The satellite manufacturing industry in China is transitioning from custom laboratory production to assembly line production, similar to SpaceX's development from 2018 to 2020, indicating a growing market for satellite core units and payloads [1]

通用航空ETF基金(159230)跟踪国证通用航空产业指数，以低空经济为核心，覆盖航材及基础设施、飞 行器制造、运营服务及场景应用等行业，助力投资人把握低空经济行情，低空经济含量86.06%。 12月11日，A股三大指数冲高回落，近端次新股、超导概念领涨，两岸融合、一级地产指数领跌，、通 用航空、航空航天相对强势，截至11:24，通用航空ETF基金(159230)涨0.52%，其持仓股西部超导领 涨，中国卫星、天银机电、海格通信等股纷纷走强，航空航天ETF(159227)涨0.51%，其持仓股航天晨 光、航发科技、光启技术等股等股涨幅居前。 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，商业航天概念权重占比高达54%。 消息面上，近日中央空管办正式发布《国家级和省、市级低空飞行综合监管服务平台功能要求(1.0版)》 与《国家级和省、市级低空飞行综合监管服务平台信息交互规范(1.0版)》，加强规范低空管 ...

Core Viewpoint - The article outlines the investment opportunities and strategic directions for China's "14th Five-Year Plan" (十四五) and "15th Five-Year Plan" (十五五), emphasizing the importance of emerging industries and future technologies as key drivers for economic growth and development in the coming decade [1][24]. Summary by Sections Introduction - Great Power Responsibility - The article highlights China's transition from being an adapter of global rules to a co-builder and responsible stakeholder in international governance, as evidenced by recent speeches from Chinese leaders [2][3]. Comparison of 14th and 15th Five-Year Plans - The 15th Five-Year Plan places greater emphasis on modernizing the industrial system and enhancing technological self-reliance, reflecting a shift in priorities compared to the previous plan [8][10]. Top Ten Investment Directions of the 15th Five-Year Plan - The article identifies ten key sectors for investment during the 15th Five-Year Plan, including: 1. Artificial Intelligence 2. Robotics 3. Aerospace 4. Drones/Low-altitude Economy 5. Strategic Resource Metals 6. Shipping 7. Controlled Nuclear Fusion 8. Energy Storage 9. Brain-Computer Interfaces 10. Innovative Pharmaceuticals [1][24][25]. Emerging Pillar Industries and Future Industries - The plan aims to develop emerging pillar industries such as new energy and new materials, which are expected to create trillion-yuan markets. It also emphasizes the need for forward-looking layouts in future industries like quantum technology and hydrogen energy [24][27]. Focus on Future Industries - The article stresses the importance of focusing on future industries, including future information, future space and security, future energy, and future health, as key areas for capital market attention [28][29]. National Security and Technological Development - The article discusses the integration of national security with technological advancements, particularly in aerospace and defense, highlighting the need for a robust national security framework that supports innovation and development in these sectors [11][18][35]. Conclusion - The overall message of the article is that the 15th Five-Year Plan represents a significant opportunity for investment in emerging technologies and industries, which are crucial for China's economic transformation and global competitiveness in the next decade [24][27].

航空航天ETF（159227）紧密跟踪国证航天指数，深度聚焦中国军工产业核心赛道，精准布局空天领域 前沿技术。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，高度贴合国防现代化 与高端装备升级战略。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，充分捕捉国防科技工业高速发展的时代红利。无人机含量高达87%，商业航天含量高达56%。 通用航空ETF基金（159230）跟踪国证通用航空产业指数，以低空经济为核心，覆盖航材及基础设施、 飞行器制造、运营服务及场景应用等行业，低空经济含量8%，助力投资人把握低空经济行情。 12月11日，A股三大指数涨跌不一，航空航天ETF（159227）开盘拉升，截止10点48分，涨幅0.84%， 成交额达1.64亿元，稳居同类第一，持仓股中国卫星、上海瀚讯、华秦科技、光启技术、航宇科技、航 天电子等股涨幅居前。航空航天ETF最新规模达20.97亿元，位居同指数第一。 消息面上，12 月 11 日，由陕西无人装备科技有限责任公司委托，航空工业第一飞机设计研究院设计 的"九天"无人机在陕西蒲城圆满完成首飞任务，标志着我国大型无人机技术实现新突破 ...

截至2025年12月10日 收盘，航空航天ETF天弘(159241)换手18.28%位居同类产品第一，成交9351.83万元，市场交投活跃。跟踪 的国证航天航空行业指数(CN5082)上涨0.64%，成分股国科军工(688543)上涨3.98%，中国卫星(600118)上涨3.02%，航宇科技 (688239)上涨2.84%，盟升电子(688311)上涨2.63%，广联航空(300900)上涨2.58%。 值得一提的是，航空航天ETF天弘(159241)获资金积极布局，全天净申购400万份。 | | 航空航天ETF天弘 159241 | ਕੋ | | --- | --- | --- | | | | * Q F | | 实时申购赎回信息 | 申购 | 赎回 | | 筆数 | 9 | 5 | | 金额 | O | O | | 份额 | 900万 | 500万 | 截至12月10日，航空航天ETF天弘(159241)近半年规模增长3.60亿元，近半年份额增长2.76亿份，实现显著增长。 【产品亮点】 航空航天ETF天弘(159241)紧密跟踪国证航天航空行业指数，该指数覆盖航空装备、航天装备、军工电子等细分领域，涉 ...