Core Viewpoint - Jiangsu Xinyangzi Shipbuilding Co., Ltd. delivered the sixth 50,000 DWT MR oil tanker to Evalend, enhancing the competitive edge of Jiangyin's shipbuilding industry in the oil tanker segment and promoting the expansion of the marine engineering industry towards "deep sea and deep blue" [1] Group 1: Economic Performance - Jiangyin's industrial output value reached 75.98 billion yuan in the first half of the year, with a year-on-year growth of 8.5% [1] - The city's industrial electricity consumption was 1.92 billion kWh, increasing by 8.3%, both leading in Taizhou [1] - Cumulative profits of industrial enterprises amounted to 9.96 billion yuan, with a growth rate of 51.5%, also ranking first in Taizhou [1] Group 2: Shipbuilding Industry Development - Jiangyin shipbuilding companies are accelerating the construction of high-end green ships and are entering new markets such as special ships, marine engineering equipment, and unmanned vessels [2] - New Era and Xinyangzi successfully built high-tech, high-value-added vessels, with clean energy ship completion and order volumes reaching 55% and 70% respectively [2] Group 3: Project Development and Investment - Significant projects like the 3 billion yuan pharmaceutical centrifuge production center and the 1 billion yuan specialized equipment production project are progressing rapidly [4] - Jiangyin has initiated 161 billion yuan worth of new projects over 5 million yuan, leading Taizhou in investment [4] - The average investment scale of new projects is 76.7 million yuan, with notable projects including a 5.5 billion yuan clean energy ship manufacturing base [4] Group 4: Technological Innovation and Industry Upgrading - Jiangyin is focusing on technological innovation and the cultivation of technology-based enterprises to enhance production capabilities [6] - The city has launched the "Thousand Sails Jiangfa" initiative to attract global solutions for key technological challenges faced by enterprises [6] - The aerospace manufacturing sector is being developed with projects like the C909 aircraft tail production line, integrating into the Yangtze River Delta aerospace manufacturing chain [6]

Group 1 - The company Haite High-tech is collaborating with leading domestic eVTOL manufacturers on various aspects of aircraft development, including system simulation and engineering simulator research [1] - The subsidiary Ansheng is involved in the development and certification processes for different aircraft models, assisting manufacturers in their design and compliance efforts [1] - After the aircraft models are operational, Ansheng will develop training simulation devices for pilot training, in addition to deepening cooperation in airborne avionics development [1]

Group 1 - Boeing has received approval from the UK antitrust regulator for its $4.7 billion acquisition of Spirit AeroSystems, with no further investigation required [1] - The acquisition is a stock transaction valued at $4.7 billion, with a total deal value of $8.3 billion including net debt [1] - The acquisition is expected to be completed by the fourth quarter of 2025, allowing the two companies to reunite after Spirit AeroSystems was previously spun off to cut costs [1] Group 2 - As part of the transaction, Airbus, Boeing's main competitor, will take over a portion of Spirit AeroSystems' business that produces components for European aircraft manufacturers [2]

日前，深交所及其全资子公司深圳证券信息有限公司宣布，根据指数编制规则，将对深证成指、创 业板指、深证100等指数实施样本定期调整，并于6月16日正式实施。深证成指将更换20只样本，调入主 板、创业板公司各10家；创业板指将更换8只样本，创业板50将更换5只样本，深证100将更换3只样本， 调入主板公司1家，创业板公司2家。 5月30日，中证指数公司发布公告称，将调整沪深300、中证500、中证1000、中证A50、中证 A100、中证A500等指数样本，并于6月13日收市后正式生效。同日，上交所与中证指数公司也联合发布 公告称，将调整上证50、上证180、上证380、科创50等指数样本，于6月13日收市后生效。 6月16日，A股指数"家族"将以全新面貌面世，一系列重要指数调整与新指数发布同步落地。 A股指数体系持续优化完善 深市指数样本调整的同时，上交所、中证指数公司也发布了指数定期调整结果。 具体来看，沪深300指数更换7只样本，软通动力、中航成飞等调入指数；中证500指数更换50只样 本，恒玄科技、百济神州等调入指数；中证1000指数更换100只样本，万辰集团、思瑞浦等调入指数； 中证A50指数更换4只样 ...

Group 1 - Aerospace sector experienced fluctuations, with Tianhong Aerospace ETF (159241) down 0.41% and trading volume exceeding 720 million yuan, leading among similar products [1] - As of August 7, Tianhong Aerospace ETF (159241) saw a net subscription of 7 million shares, with a year-to-date share increase rate of over 109%, ranking first among similar products [1] - The Tianhong Aerospace ETF closely tracks the Guozheng Aerospace Index, which has a significant weight of nearly 98% in the defense and military industry, making it the highest military content index in the market [1] Group 2 - From August 9 to August 11, the Jielong-3 remote rocket will launch 11 satellites for the "Geely Constellation 04 Group," aimed at providing high-precision positioning and satellite communication for Geely's brands [2] - According to Zhongjin Company, China's commercial aerospace industry is expected to enter a rapid development phase, highlighting investment opportunities in satellite manufacturing, launching, and downstream applications [2] - Xingye Securities indicates that expectations for a new round of military orders are increasing, supporting the long-term logic of continuous improvement in the military industry fundamentals [2]

（文章来源：每日经济新闻） 国泰海通指出，大国博弈加剧是长期趋势，美国及其盟友国防战略重心逐步向印太转向，中国周边紧张 局势可能逐步加剧，和平需要保卫，加大国防投入是必选项，军工长期趋势向好。 航空航天ETF（159227）紧密跟踪国证航天指数，精选航天航空装备、军工电子、地面兵装领域的优质 企业，深度契合新质生产力发展方向，相较于中证军工、中证国防指数，国证航天指数中航空装备、航 天装备的占比更高，航空航天装备权重占比高达66.8%，助力投资者一键布局。 8月8日午后，A股三大指数震荡调整，军工板小幅下行。截至14点00分，航空航天ETF（159227）震荡 下跌，跌幅0.58%，成交额达9541万元，稳居同类第一。持仓股华力创通、上海瀚讯、航天晨光、中国 卫星等跟涨。 流动性方面，航空航天ETF盘中换手11.37%，成交9541万元，市场交投活跃。拉长时间看，截至8月8 日，航空航天ETF本周日均成交1.49亿元，居可比基金第一。 ...

Group 1 - The aerospace ETF Tianhong (159241) is experiencing active trading with a turnover rate of 13.71%, leading its category, and has a transaction volume of 67.201 million yuan [2] - As of August 7, 2025, the aerospace ETF Tianhong (159241) has accumulated a weekly increase of 3.72%, ranking first among comparable funds [2] - The latest net inflow of funds into the aerospace ETF Tianhong (159241) is 22.0216 million yuan, making it the only product in its category to achieve net inflow [2] Group 2 - Since the end of July 2025, the frequency of GW satellite launches in China has significantly increased, indicating a rapid networking phase for satellite internet [3] - The launch of the Qianfan constellation has begun, with regular launches from Hainan's commercial launch sites, and private liquid rocket companies are preparing for their maiden flights [3] - Policies such as the "Notice on Quality Supervision and Management of Commercial Aerospace Projects" are being implemented to enhance quality standards and support the commercial aerospace sector [3] Group 3 - The aerospace ETF Tianhong (159241) closely tracks the National Aerospace and Aviation Industry Index, focusing on key areas such as aircraft and satellite industries [4] - The index has a high concentration of military-related stocks, with 98.2% of its constituents belonging to the defense and military industry [4] - The index also has the highest exposure to drone-related companies in the market, including Aerospace Rainbow and North Navigation [4]

Group 1 - The overall investment attraction situation in Shanghai is showing a stable and improving trend despite a complex external environment, with 1,944 projects landing and a total investment of 679.1 billion yuan in the first half of the year, achieving 58% of the annual investment target [1] - Industrial investment reached 97.3 billion yuan, growing by 19.8%, while manufacturing investment totaled 89.8 billion yuan, increasing by 22.8% [1] Group 2 - Major demonstration projects are being implemented, including the Toyota Lexus project and the second phase of the C919 mass production capacity project, which are driving the development of the upstream and downstream industrial chain [1] - Key projects such as China National Building Material's aerospace composite materials and Shanghai Superconductor's second-generation high-temperature strip have started construction, with a number of leading companies in niche sectors accelerating their high-quality projects [1] Group 3 - The structure of investment attraction is continuously optimizing, with 1,286 projects in industrial, software, and industrial service sectors totaling 382.4 billion yuan, accounting for 56% of the total [1] - Among these, 175 leading projects were landed with a total investment of 107.5 billion yuan, representing about one-third of the investment scale of industrial projects [1] Group 4 - Private investment is maintaining rapid growth, with 1,539 projects landing in the first half of the year, totaling 356 billion yuan, which accounts for a significant portion of the investment amount [1] - In June alone, 621 private investment projects were landed with a total investment of 101.5 billion yuan, making up 61% of the monthly landing project investment amount, indicating a continuous recovery in market confidence [1]

Core Insights - India and Russia are discussing industrial cooperation in various fields, including rare earth and critical mineral extraction [1] - India faces increasing pressure due to the U.S. imposing an additional 25% tariff on Indian goods, particularly in the context of purchasing Russian oil [1] Group 1: Industrial Cooperation - The discussions include opportunities in rare earth and critical mineral extraction, underground coal gasification, and modern industrial infrastructure development [1] - Key areas of focus also encompass aerospace technology collaboration, such as establishing modern wind tunnel facilities and producing small aircraft piston engines [1] - Joint development of carbon fiber, additive manufacturing, and 3D printing technologies is also on the agenda [1] Group 2: Key Sectors - The dialogue covers critical sectors such as aluminum, fertilizers, and railway transportation [1] - Capacity building and technology transfer in mining equipment, exploration, and industrial and household waste management are also discussed [1]

Group 1 - The A-share market in July showed steady progress, attracting investor attention towards public fund products, with many fund companies actively launching new products focused on China's sci-tech sector [1][3] - In July, a total of 20 new public fund products were launched, with 10 of them being sci-tech bond index funds, indicating a strong interest in the sci-tech theme [3] - Insurance capital is increasingly entering the market, with three private equity funds registered in July, one of which has a scale of 22.5 billion [4][5] Group 2 - By the end of July, over 10 insurance companies, including China Life and Ping An, have established or increased their private equity securities investment funds, targeting a total investment scale exceeding 200 billion [7] - Insurance institutions are setting up private equity funds with the aim of long-term holdings in listed companies, which will inject more stable and long-term capital into the market [9] - The focus of these investments is aligned with national development strategies, particularly in high-end manufacturing, artificial intelligence, and biomedicine, supporting the long-term development of the real economy [9]