Core Insights - European aerospace and defense stocks have reached an all-time high, with intraday gains exceeding 1% [1] Group 1 - The aerospace and defense sector is experiencing significant upward momentum, indicating strong investor confidence [1] - This milestone reflects broader trends in the industry, potentially driven by increased defense spending and demand for aerospace innovations [1]

Core Viewpoint - The State Administration for Market Regulation and the Ministry of Industry and Information Technology have issued the "Action Plan for Measurement Support for the Development of New Quality Productivity (2025-2030)", focusing on enhancing measurement capabilities in various key industries through advanced technologies such as artificial intelligence and smart manufacturing [1][2]. Group 1: Overall Requirements - The plan aims to support the development of new quality productivity by addressing major measurement needs in key industries, including information technology, artificial intelligence, aerospace, new energy, new materials, high-end equipment, biomedicine, quantum technology, integrated circuits, and instruments [1][2][3]. Group 2: Key Areas of Focus - **New Generation Information Technology**: Focus on measurement needs in advanced information technology fields such as chip development and high-precision time-frequency services [2]. - **Artificial Intelligence**: Emphasize the establishment of measurement testing platforms for AI algorithms and systems, enhancing evaluation capabilities [2]. - **Aerospace**: Conduct research on measurement technologies for spacecraft, commercial aircraft, and low-altitude economy [3]. - **New Energy**: Address measurement needs in solar, wind, nuclear, and hydrogen energy sectors, focusing on safety and efficiency [3][4]. - **New Materials**: Develop measurement methods and standards for advanced materials used in defense and emerging industries [5]. - **High-End Equipment**: Research measurement technologies for intelligent transportation and manufacturing equipment to reduce reliance on imports [6]. - **Biomedicine**: Focus on measurement technologies for pharmaceuticals and medical devices to enhance healthcare outcomes [7]. - **Quantum Technology**: Develop precision measurement technologies for quantum communication and computing [8]. - **Integrated Circuits**: Address measurement challenges in the integrated circuit industry, including standardization and defect detection [9]. - **Instruments and Meters**: Innovate measurement technologies for high-end instruments to support domestic production [10]. Group 3: Implementation and Management - The plan includes a project demand collection process, establishment of a project database, selection of key projects, and a comprehensive management system to ensure effective implementation and monitoring [8][9][10].

Core Insights - The 2025 International Low Altitude Economy Expo will take place from July 23 to 26 in Shanghai, featuring an exhibition area of 60,000 square meters and nearly 300 exhibitors, with an expected attendance of over 50,000 visitors [1][3]. Group 1: Event Overview - The expo will showcase over 19 global product launches and 25 domestic product launches, focusing on cutting-edge products in the low altitude economy sector, including drones and eVTOLs [3]. - Key products include the world's first 7-seat, 3-ton eVTOL flying car platform, large fixed-wing drones, hydrogen drones, and various aviation systems [3][5]. Group 2: Featured Products - The Vector5 eVTOL, developed by Weixin Aerospace Technology, will be globally launched at the expo, designed for medical rescue and search scenarios with advanced safety features [5]. - The AI-101, a large fixed-wing intelligent drone, boasts a takeoff distance of approximately 40 meters and a cruising speed of 180 km/h, suitable for short-distance logistics and agricultural applications [7][9]. - The RC-3 Seabee amphibious aircraft, known for its reliability and versatility, will also be showcased, highlighting its applications in regional aviation and emergency rescue [9][11]. Group 3: Innovations and Technologies - The expo will feature the M1 eVTOL, which aims to reduce urban commuting time to 15-30 minutes, and the Skylar-VE25-100 aircraft for various low altitude applications [11]. - New technologies such as a 100KW aviation range extender and the H100 hydrogen drone, capable of operating in extreme temperatures, will be presented, addressing current limitations in electric propulsion systems [11][13]. - Infrastructure developments, including a vertical takeoff and landing platform and a flight simulator utilizing VR/XR technology for pilot training, will also be highlighted [13]. Group 4: Industry Participation - Major companies such as DJI, Postal Express, and various traditional aviation industry leaders will participate in the expo, showcasing their contributions to the low altitude economy [13].

Core Viewpoint - The State Administration for Market Regulation and the Ministry of Industry and Information Technology have issued an action plan for metrology support in the development of new productive forces in industries from 2025 to 2030, focusing on key measurement technologies in aerospace and aviation sectors [1] Group 1: Key Measurement Technologies - The plan emphasizes research on critical common measurement technologies for spacecraft operation in orbit, satellite remote sensing and communication, space exploration, intelligent manufacturing of commercial aircraft, and low-altitude aircraft [1] - It aims to develop a prototype of a quantum natural standard for space use and conduct typical experimental validations [1] - The initiative addresses challenges such as long-term vacuum leakage in space stations and the measurement of material outgassing rates [1] Group 2: Industry Applications - The research will tackle key parameter measurement and calibration technologies for intelligent perception, positioning navigation, and energy power in low-altitude aircraft [1] - It will also focus on intelligent detection and online calibration technologies for comprehensive parameters in commercial aircraft, commercial remote sensing, and satellite internet fields [1] - The goal is to create typical application demonstrations that promote collaborative innovation in aerospace technology [1]

市场监管总局、工信部印发《计量支撑产业新质生产力发展行动方案(2025—2030年)》。其中提到，围 绕宇航重大工程、商业航天、商用飞机、航空发动机、低空经济等国家战略性新兴产业需求，开展航天 器在轨运行、卫星遥感与通信、空间探测、商用飞机智能制造、低空航空器等关键共性计量技术研究， 研制空间用量子自然基准的原理样机并开展典型实验验证，解决空间站长期在轨真空泄漏和材料放气率 测量难题，攻克低空航空器智能感知、定位导航、能源动力等关键参数测量校准技术，研究商用飞机、 商业遥感与卫星互联网领域综合参数智能化检测和在线校准技术，形成典型应用示范，带动航空航天技 术协同创新。 ...

来源： 国家统计局官网 2025 年 6 月份 CPI 同比由降转涨 核心 CPI 继续回升 ——国家统计局城市司首席统计师董莉娟解读 2025 年 6 月份 CPI 和 PPI 数据 6 月份，扩内需、促消费政策持续显效，居民消费价格指数（ CPI ）同比由上月下降转为上 涨 0.1% ；环比下降 0.1% ，降幅比上月收窄 0.1 个百分点；扣除食品和能源价格的核心 CPI 同比继续回升，上涨 0.7% 。工业生产者出厂价格指数（ PPI ）环比下降 0.4% ，降幅 与上月相同，同比下降 3.6% ，降幅比上月扩大 0.3 个百分点。 一、 CPI 同比由降转涨，核心 CPI 继续回升 CPI 同比上涨 0.1% ，为连续下降 4 个月后转涨。 CPI 由降转涨主要受工业消费品价格有所 回升影响。 工业消费品价格同比降幅由上月的 1.0% 收窄至 0.5% ，对 CPI 同比的下拉影 响比上月减少约 0.18 个百分点。其中，油价变动影响能源价格降幅比上月收窄 1.0 个百分 点，对 CPI 同比的下拉影响比上月减少约 0.08 个百分点；受国际大宗商品价格变动影响， 金饰品和铂金饰品价格同比分别上涨 ...

整治价格内卷初显效。 7月9日，国家统计局公布的数据显示，6月份居民消费价格指数（CPI）同比由上月下降转为上涨0.1%， 环比降幅比上月收窄，扣除食品和能源价格的核心CPI同比继续回升，创近14个月以来新高。工业生产者 出厂价格指数（PPI）环比降幅与上月相同，同比降幅扩大，但部分行业供需关系有所改善，价格呈企稳 回升态势。 值得一提的是，部分供需关系改善的行业，治理企业低价无序竞争力度加大，新能源汽车、光伏设备零部 件和锂离子电池等制造价格改善。 CPI同比结束持续4个月的下降走势 6月份，CPI同比上涨0.1%。其中食品价格同比下降0.3%，非食品价格同比上涨0.1%。 国家统计局城市司首席统计师董莉娟分析，CPI同比在连续下降4个月后转涨，这主要受工业消费品价格有 所回升影响。 6月份工业消费品价格同比降幅由上月的1.0%收窄至0.5%，对CPI同比的下拉影响比上月减少约0.18个百 分点。其中，受国际大宗商品价格变动影响，金饰品和铂金饰品价格同比分别上涨39.2%和15.9%，合计 影响CPI同比上涨约0.21个百分点；汽车价格降幅逐步收窄，燃油小汽车和新能源小汽车价格同比分别下 降3.4%和2.5 ...

圣农发展：上半年净利润预增732.89%–830.88% 7月9日，圣农发展（002299）发布2025年半年度业绩预告，公司预计上半年实现归属于上市公司股东的 净利润8.5亿元至9.5亿元，同比增长732.89%至830.88%。 资料显示，圣农发展成立于1999年12月，主营业务是白羽肉鸡生产及肉类食品深加工。 所属行业：农林牧渔–养殖业–肉鸡养殖 四方新材：董事、高管合计减持8万股公司股票 7月9日，四方新材（605122）发布公告称，经核实，2025年7月7日和7月8日，公司董事、高级管理人员 谢涛、江洪波通过集中竞价方式合计减持8万股，该减持行为符合已公告的减持计划。除前述情形外， 公司控股股东、实际控制人及其一致行动人，以及其他董事、监事、高级管理人员在公司本次股票交易 异常波动期间不存在买卖公司股票的情形。 资料显示，盟升电子成立于1999年10月，主营业务是含氟医药、农药、新能源材料、含氟芳香类中间体 的研发、生产。 所属行业：基础化工–化学制品–氟化工 永太科技："一种双氟磺酰亚胺锂的制备方法"专利尚在有效期内 7月9日，永太科技（002326）发布公告称，对近期网络上关于公司一项名为"一种 ...

2025.07. 09 本文字数：1922，阅读时长大约3分钟 作者 | 第一财经 祝嫣然 受工业品价格回升等因素影响，6月份CPI同比结束了此前四个月的负增长。 国家统计局7月9日发布的数据显示，6月居民消费价格指数（CPI）同比由上月下降转为上涨0.1%； 环比下降0.1%。工业生产者出厂价格指数（PPI）环比下降0.4%，降幅与上月相同；同比下降 3.6%，降幅比上月扩大0.3个百分点。 扩内需、促消费政策持续显效，扣除食品和能源价格的核心CPI同比继续回升，上涨0.7%，涨幅比 上月扩大0.1个百分点，创近14个月以来新高。 相关"内卷"行业价格领域出现积极变化。治理企业低价无序竞争力度加大，落后产能退出和产品品质 提升逐步推进，汽柴油车整车制造、新能源车整车制造价格环比分别上涨0.5%和0.3%，同比降幅比 上月分别收窄1.9个和0.4个百分点；光伏设备及电子元器件制造价格同比下降10.9%，降幅收窄1.2 个百分点；锂离子电池制造价格同比下降4.8%，降幅收窄0.2个百分点。 CPI同比由降转涨 董莉娟表示，受环比下降及对比基数变动影响，PPI同比降幅比上月扩大0.3个百分点，但随着各项 宏观政策 ...

3家船厂被商务部列入出口管制管控名单 公告指出，此次措施依据《中华人民共和国出口管制法》和《中华人民共和国两用物项出口管制条例》等法律法规，旨在维护国家安全和利益，履行防扩 散等国际义务。 被列入名单的8家实体中，包括3家船舶制造相关企业，分别为： 据国务院台办发言人陈斌华介绍，赖清德上台以来顽固坚持"台独"立场，部分台湾地区实体配合"以武谋独"，助纣为虐。商务部此举是对"台独"分裂势力 的严正警告，也是捍卫国家主权和维护台海和平稳定的必要措施。 国际造船股份有限公司（CSBC Corporation, Taiwan） 中信造船股份有限公司（Jong Shyn Shipbuilding Co., Ltd） 龙德造船工业股份有限公司（Lungteh Shipbuilding Co., Ltd） 2025年7月9日，中华人民共和国商务部发布公告〔2025年第35号〕，决定将汉翔航空工业股份有限公司等8家台湾地区实体列入出口管制管控名单。根据 公告内容，自即日起，禁止向上述企业出口两用物项，正在开展的相关出口活动应当立即停止。特殊情况下确需出口的，出口经营者需向商务部提出申 请。 出口管制管控名单 (2025年7月 ...