核电以其经济性、低碳环保特性和运行稳定性，在新兴能源体系中扮演着至关重要的角色。数据显示， 2024年度，我国共核准11台核电机组，连续3年核准机组数量超过10台。截至2024年底，我国在运、在 建和核准待建核电机组共有102台，总装机容量1.13亿千瓦，连续第二年位居全球首位。 7月10日，海陆重工（002255）在发布投资者关系管理信息时表示，目前公司第四代核电装备项目仍在 有序推进，未来投产后将有效解决目前产能瓶颈，有利于公司进一步扩大产能，优化技术，紧跟国家核 电发展政策，将核电业务做大做强，提升核电装备生产能力，提高盈利水平。 公开资料显示，公司主营业务为工业余热锅炉、大型及特种材质压力容器及核安全设备的制造销售，固 废、废水等污染物处理及回收利用的环境综合治理服务以及光伏电站运营。公司已于7月9日披露了半年 度业绩预告，预计归属于上市公司股东的净利润为1.9亿元至2.05亿元，主要原因是公司订单质量改善， 去年同期新能源板块控股子公司因受国家标杆上网电价补贴的影响，冲减了以前年度多确认的商业部分 容量可再生能源补贴收入，使新能源板块去年同期整体亏损。今年同期没有该因素影响，新能源板块整 体盈利，同 ...

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 ...

Group 1 - The event held in Baoji City, Shaanxi Province, aimed to establish a cooperation bridge between local industries and German enterprises, focusing on "Intelligent Manufacturing Leading Industrial Integration" [1] - Baoji City is recognized as one of the top 100 advanced manufacturing cities in China, with a strong industrial foundation and a complete industrial system, making it an attractive location for German investments [2] - The event featured presentations from various local government departments and German companies, highlighting key industries such as automotive parts, high-end equipment manufacturing, and new materials [4] Group 2 - German representatives expressed their positive impressions of Baoji's industrial capabilities and the supportive business environment, indicating a strong interest in collaboration [6] - The event attracted over 40 local enterprises for discussions and potential partnerships, emphasizing the mutual benefits of cooperation between China and Germany [9]

7月9日，第十七届中国深圳创新创业大赛罗湖区预选赛（简称"深创赛罗湖预选赛"）暨第九届罗湖区大 梧桐创新创业大赛启动。据悉，本届赛事创新构建"1+2"特色赛事体系，赛事政策也再度加码，总奖金 突破150万元。 在启动仪式上，一位特殊的"神秘嘉宾"——罗湖预选赛AI智能伙伴闪亮登场！这位科技感十足的"嘉 宾"与现场领导嘉宾共同参与赛事启动，以极具未来感的方式，正式拉开本届大赛的序幕，象征着罗湖 区对智能化未来的坚定拥抱。 第二届"临床应用+X"挑战赛暨罗湖区生命健康产业赛，主要面向生物医药、高端医疗器械、大健康三 大领域征集项目，重点关注先进医疗、长寿医学、数字健康、AI+医疗/医药、细胞与基因药物、医疗美 容、现代中药、宠物药械等。 值得一提的是，本届大赛在往年行业赛基础上，增设面向人工智能的垂直领域挑战赛，新增"Al+千行 百业"赛道，聚焦人工智能，结合真实场景需求，鼓励团队解决行业痛点，推动AI技术深度应用，搭建 需求对接与创新展示平台。 深圳市罗湖区委常委、常务副区长冯健表示，在深圳特区建立45周年的关键节点，罗湖区正以《全面构 建科技创新体系行动方案》和《场景创新行动方案》为双轮驱动，重点培育人工智能 ...

转自：中国质量报 □ 本报记者 秦海峰 6月13日，山西省质量奖颁奖现场，当华翔集团行政总裁张杰捧起象征该省最高质量荣誉的奖牌时，全 场掌声雷动。这家从临汾走出的装备制造企业，凭借覆盖全生命周期的严苛质量管理体系与"精益管理 +智能制造"双轮驱动的创新实践，在全省企业中脱颖而出，成为此次山西省质量奖仅有的5家获奖组织 之一。沉甸甸的奖牌背后，是华翔集团26年如一日对"质量即生命"的坚守，更是山西制造向"新"而行的 生动注脚。 三晋质量之巅 "这份沉甸甸的荣誉，是对华翔集团全体员工26年来持之以恒追求卓越的最高褒奖！"张杰在颁奖现场难 掩激动。 自2015年起，华翔集团在"人人创新，全员创客"机制引领下，全面推进精益管理，向"零缺陷、零浪 费"目标迈进。2020年，获批"国家高端铸造专业化众创空间"，是山西省首家专业化众创空间。 从1999年山西临汾一家普通金属零部件制造厂起步，华翔集团如今已成长为拥有7000名员工，全国布 局、全球化经营的大型装备制造企业。 华翔集团此次获奖绝非偶然。早在2018年，该公司就被工业和信息化部认定为"制造业单项冠军示范企 业"。2022年更一举斩获中国铸造协会四项国家级殊荣，包 ...

风险提示：国内外宏观形势变化超出预期，行业竞争加剧，政策转向 风险，应收账款风险，盈利预测与估值模型不及预期 | [Table_Finance] 财务摘要（百万元） | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业收入 | 1,455 | 1,539 | 1,675 | 1,840 | 2,040 | | (+/-)% | 15.27% | 5.79% | 8.86% | 9.85% | 10.86% | | 归属母公司净利润 | 129 | 141 | 175 | 205 | 230 | | (+/-)% | 2.43% | 8.76% | 24.06% | 17.19% | 12.22% | | 每股收益（元） | 1.16 | 1.06 | 1.31 | 1.53 | 1.72 | | 市盈率 | 20.22 | 15.64 | 16.31 | 13.92 | 12.40 | | 市净率 | 1.48 | 1.20 | 1.45 | 1.35 | 1.25 | | 净资产收益率(%) ...

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 Viewpoint - Hohhot Economic and Technological Development Zone is focusing on creating a first-class business environment, fostering an innovative ecosystem, and enhancing its capabilities to achieve high-quality development [1] Group 1: Business Environment Optimization - Hohhot Economic and Technological Development Zone has improved its business environment, allowing companies to enjoy convenient services such as full-process agency and "no-contact approval" [2] - The zone has transformed 3,582 public rental apartments into talent apartments to meet housing needs for employees of local enterprises, with 1,860 units already utilized by companies like Lile, Huayao Optoelectronics, and others [2] Group 2: Project Implementation and Investment - In 2023, the zone plans to implement 81 projects with a total investment of approximately 1.4 billion yuan, focusing on urban planning, transportation optimization, ecological restoration, and infrastructure improvement [3] - From January to May, the zone signed 32 investment agreements with a total investment of 20.98 billion yuan, with funds from outside the region reaching 2.005 billion yuan, a year-on-year increase of 75% [7] Group 3: Innovation Ecosystem Development - Technological innovation is the core driving force for the development of Hohhot Economic and Technological Development Zone, with several companies achieving significant milestones in the past year [4] - The zone has 7 leading technology enterprises and has nurtured 32 high-tech enterprises, with a national-level technology business incubator and innovation center under construction [5] Group 4: Industrial Upgrading and Modernization - The zone is transitioning from single manufacturing to a full value chain model of "R&D + manufacturing + services," exemplified by the establishment of the Intelligent Manufacturing Base for wind power equipment [6] - Hohhot Economic and Technological Development Zone is cultivating the biopharmaceutical industry as a pillar industry, with 22 biopharmaceutical companies, including 7 large-scale enterprises, forming a complete industrial chain [6]

北方导航（600435）公告，预计2025年半年度实现归属于母公司所有者的净利润区间为1.05亿元至1.2亿 元，与上年同期归母净利润-7421.68万元相比，将实现扭亏为盈。预计2025年半年度实现归属于母公司 所有者的扣除非经常性损益后的净利润为区间为9500万元至1.05亿元。 ...

东方证券表示，6月下旬军工板块止跌企稳，多数细分方向处于低位，伴随积极的变化逐步出现，板块 配置价值凸显。"十四五"收官之年景气度持续恢复，军贸有望成为第二增长极。 （文章来源：每日经济新闻） 7月10日午后，A股三大指数集体上涨，军工板块触底反弹，截至14点27分，航空航天ETF（159227）跌 幅收窄至0.73%，成交额达8990万元，居同类第一。持仓股航宇科技、迈信林、中国海防上涨，长城军 工、中兵红箭、北方导航、国睿科技等股跌幅靠前。航空航天ETF连续10日获资金净流入，累计达2.43 亿元，最新规模4.99亿元，稳居同类ETF规模榜首。 消息面上，7月9日下午，中国航天员科研训练中心在北京航天城举行神舟十九号乘组与记者见面会，航 天员蔡旭哲、宋令东、王浩泽太空归来后首次公开亮相，并分享183天"太空出差"的经历与感悟。乘组 在轨期间参与实施了88个实（试）验项目，覆盖空间生命科学、微重力基础物理、航天医学等领域，成 功制备10余种102个试验样品。此次亮相不仅展现了我国载人航天工程的成果，也从侧面反映出我国航 天产业链各环节的协同发展与技术实力。 航空航天ETF（159227）紧密跟踪国证航天指数 ...