Group 1 - The stock of AVIC (02357) increased by over 4%, reaching 4.11 HKD with a trading volume of 377 million HKD [1] - A defense agreement was signed between Saudi Arabia and Pakistan, stating that any attack on either country will be considered an attack on both [1] - Galaxy Securities highlighted the long-term potential of the military industry, suggesting that the India-Pakistan conflict enhances the visibility of Chinese military products, leading to increased demand in both domestic and military trade [1] Group 2 - AVIC is the only aviation high-tech military-civilian general products and services flagship company in the Hong Kong capital market [1] - The company holds controlling stakes in four A-share listed companies: AVIC Helicopter, Hongdu Aviation, AVIC Aircraft, and AVIC Optoelectronics [1] - AVIC's main business includes helicopters, trainer aircraft, general aviation, airborne systems and components, and aviation engineering services [1]

Core Points - The 2025 Air Force Aviation Open Day and Changchun Airshow commenced on September 19, showcasing significant military equipment and providing a visual feast for the public [1] - The airshow features over a hundred types of active military aircraft and ground equipment, with notable first-time displays including the J-20 stealth fighter and a bomber formation [2] - The J-10C fighter jet has its own dedicated exhibition area, highlighting its recent combat success in May, where its export version, the J-10CE, achieved multiple aerial victories without sustaining losses [4] Industry Highlights - The airshow includes a dedicated unmanned intelligent equipment pavilion, reflecting the increasing integration of AI technologies in warfare, with 45 participating units showcasing over 200 products [5][7] - The low-altitude economy pavilion presents a comprehensive display of the low-altitude economic industry chain, featuring 82 leading domestic enterprises and over 100 new products across various categories [8] - A total of 209 exhibitors participated in this year's airshow, an increase of 69 from the previous event, including both state-owned enterprises and notable private companies, demonstrating the strength of China's aviation industry [9]

Group 1 - General aviation stocks experienced significant upward movement, with Guorui Technology hitting the daily limit and Hongdu Aviation rising over 7% [1] - The Huabao General Aviation ETF (159231) saw an increase of 1.36% in its market price, reflecting growing interest in the low-altitude economy and related sectors [1] - The 2025 Air Force Aviation Open Activities and Changchun Aviation Exhibition commenced, showcasing over a hundred types of military equipment and various aerial performances, highlighting advancements in the aviation sector [2] Group 2 - Southwest Securities noted that national strategies are focusing on the low-altitude economy, with various regions implementing development policies and state-owned enterprises establishing low-altitude economic companies [3] - The Huabao General Aviation ETF and its linked funds cover a comprehensive index of 50 constituent stocks, with over 46% being state-owned enterprises and more than 20% from the top ten military industrial groups, indicating a strong focus on key sectors like low-altitude economy and military aviation [3] - The eVTOL (electric Vertical Take-Off and Landing) sector is experiencing a surge in orders, indicating a clear trend towards large-scale development within the industry [3]

Group 1 - The 2025 Air Force Aviation Open Event and Changchun Air Show has officially commenced, marking the largest and most comprehensive exhibition since 2019, with expected attendance exceeding 800,000 [1] - The exhibition utilizes the Changchun International Aviation Expo City for the first time, with a total area of 2.358 million square meters, doubling the size from the previous event [1] - Over a hundred types of active Air Force aircraft, ground equipment, and retired classic equipment will be showcased, including the debut of the AEF1200 engine and other star products from China Aviation Engine Corporation [1] Group 2 - The air show emphasizes audience participation and experience, featuring immersive experience zones such as simulated flights to provide a deeper understanding of the Air Force [2] - The Air Force has arranged several performance activities to highlight the effectiveness of practical training, with performances from teams like "August 1," "Red Eagle," and "Sky Wing" [2] - Open activities in military camps are scheduled to attract more audiences, especially youth, to engage with and learn about the Air Force [2]

印度今年5月的印巴空战刚吃了大亏，但现在印度不反思自己的问题，还9月就计划再买114架法国"阵 风"，总金额高达226亿美元。这要是成了，就是印度史上最大国防采购，可还没等这事平息，它东边的 邻居孟加拉国也决定花约10亿美元从中国买12架歼-10CE，就是之前空战里让"阵风"吃瘪的那款战机， 这一买一卖，南亚未来10年军事格局可能要彻底改写了。 ...

Group 1 - Shudao Equipment's subsidiary signed a construction contract worth 24.68 million yuan for a hydrogen fuel cell manufacturing base project [1] - Zhongliang Technology received a land acquisition compensation of 30 million yuan from the government [2] - Palm Holdings won a bid for a high-standard farmland construction project in Lankao County, with a contract value of 433 million yuan, accounting for 14.12% of the company's audited revenue for 2024 [3] Group 2 - Changchun Yidong's subsidiary received a government subsidy of 2.85 million yuan, which is 122.78% of the company's audited net profit for the last fiscal year [4] - Wuzhou Transportation successfully issued 200 million yuan in medium-term notes with an interest rate of 2.10% [5][6] - Tiandi Source's subsidiary plans to apply for a trust loan of up to 500 million yuan from related parties [8] Group 3 - Tiandi Source's subsidiary acquired a residential land use right in Xi'an for 2.015 billion yuan [9] - Opcon Vision received a medical device registration certificate for its ultrasonic nebulizer [11] - Jingjiawei announced the resignation of its vice president due to personal reasons [13] Group 4 - Fulinh Precision's subsidiary received a prepayment of 1.5 billion yuan from CATL for securing lithium iron phosphate material supply [15] - Yunzhu Technology's subsidiary received a government subsidy of 20.12 million yuan [16] - Kehua Bio's ferritin test kit received a medical device registration certificate [17] Group 5 - Jinghua Pharmaceutical's medical sodium alginate wound dressing received a medical device registration certificate [18] - Lingwei Technology established a wholly-owned subsidiary with a registered capital of 1 million yuan [19] - Sanwei Co. won a bid for concrete sleeper procurement projects worth 158 million yuan [20] Group 6 - Shanghai Pharmaceuticals' Nicardipine tablets passed the consistency evaluation for generic drugs [21] - Lushan New Materials increased its idle fund management limit to 750 million yuan [24] - Huayi Technology announced the retirement of a core technical staff member [25] Group 7 - Yingli Environment plans to use up to 300 million yuan of idle raised funds for cash management [30] - Yong'an Forestry plans to develop a national reserve forest project in Putian, Fujian, with an estimated investment of 154 million yuan [32] - Xinyuan Technology's shareholders plan to reduce their holdings by up to 3.18% of the company's shares [60]

Group 1: Company Performance and Growth - The company's second-quarter performance demonstrates resilience in its business model and new growth momentum, with significant increases in delivery volume and business revenue due to ongoing R&D and manufacturing capabilities [1][2] - The company has established a virtuous cycle of "pre-research, in-research, and mass production" across over 40 projects derived from seven core areas, enhancing its competitive edge in the aviation industry [2] Group 2: Strategic Opportunities - The construction of the Yangtze River Delta large aircraft industry cluster presents a major strategic opportunity, with the company actively expanding its maintenance market and product development capabilities for domestic large aircraft [2][3] - The company has successfully developed and delivered the first domestic eVTOL simulator and is involved in setting industry standards, positioning itself as a core builder of the "low-altitude simulation ecosystem" [3][4] Group 3: International Expansion - The company is leveraging the "Belt and Road" initiative to systematically explore overseas markets, focusing on Southeast Asia and aiming to expand its market share in simulator sales and aircraft maintenance [4]

Core Viewpoint - The company has completed the repurchase and cancellation of shares, which is expected to enhance earnings per share and boost investor confidence [1] Group 1: Share Repurchase Details - On July 28, 2022, the company repurchased a total of 6,013,081 shares, accounting for 0.6031% of the total share capital, with a total expenditure of 106 million yuan [1] - The company decided to change the purpose of the repurchased shares to cancellation in order to reduce registered capital [1] - The cancellation of the 6,013,081 shares was completed on September 18, resulting in a reduction of total share capital from 990,929,102 shares to 984,916,021 shares, which represents a decrease of 0.61% [1] Group 2: Impact of Share Cancellation - The share cancellation complies with regulations and does not affect the company's financial status, control, or listing status [1] - The action is anticipated to enhance earnings per share, thereby increasing investor confidence [1] - The company will proceed with the registration of changes with the industrial and commercial authorities and disclose relevant information [1]

Group 1 - The aviation equipment sector experienced a decline of 0.55% on September 18, with Shengnan Technology leading the drop [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] - Notable gainers in the aviation equipment sector included Chaozhuo Aerospace (up 7.13% to 54.98), Hangyu Technology (up 5.47% to 39.34), and ST Lihang (up 4.98% to 21.93) [1] Group 2 - Shengnan Technology saw a decline of 4.22% to close at 28.80, with a trading volume of 27,900 shares and a transaction value of 82.62 million [2] - The aviation equipment sector experienced a net outflow of 5.57 billion from main funds, while retail investors saw a net inflow of 2.97 billion [2] - The trading volume for notable decliners included Boyun New Materials (down 3.28% to 8.26) and Haitai High-tech (down 3.14% to 12.03) [2]

科技部：C919大飞机累计获得国内外订单超过1000架 中新网9月18日电 国务院新闻办公室18日下午举行 "高质量完成'十四五'规划"系列主题新闻发布会，科 技部负责人介绍"十四五"时期科技创新发展成就。 科技部副部长龙腾在会上介绍，人民对美好生活的向往始终是我们做好科技工作的重要出发点和落脚 点。在"十四五"期间，我们以天更蓝、食更优、行更快、更健康等目标，进行了系统性布局，取得了一 系列突破性成果。 在天更蓝方面，围绕实现绿水青山的目标，部署了环境污染防治、长江黄河绿色流域构建等重点任务。 比如，通过科研攻关，搞清了京津冀及周边重污染形成机制，中长期空气质量预报准确率显著提升，精 准防治使京津冀及周边地区PM2.5的平均浓度下降了18%。 在食更优方面，围绕国家粮食安全、乡村全面振兴等目标，部署了生物育种、农机装备等重点任务。例 如，利用分子设计育种技术，育成小麦、玉米、水稻等一批生产急需的重大品种，实现了抗病、抗干 旱、品质及丰产性的协同提升，为保障我国粮食安全和种业振兴提供有力的科技支撑；创新梯田水稻、 丘陵玉米、山地果蔬等生产智能装备及系统，研制大马力动力换档拖拉机等，填补了我国大型农业高端 动力 ...