格隆汇12月9日丨三角防务(300775.SZ)在投资者互动平台表示，目前公司产品已包括火箭结构件制造并 已取得多项订单。同时公司正积极与多家商业航天公司洽谈合作，部分产品仍需验证。 ...

Group 1 - The Aerospace ETF (159227) experienced a recovery after hitting a low, with a decline of 0.51% and a trading volume of 232 million yuan as of 13:26 [1] - On December 9, 2025, China successfully launched the Yaogan-47 satellite using the Long March 4B rocket from the Jiuquan Satellite Launch Center, marking a successful mission [1] - Recent developments in China's commercial space sector include upcoming maiden flights of several rockets, such as Zhuque-3, Long March 12A, and Tianlong-3, indicating continuous catalysts for growth [1] Group 2 - The Aerospace ETF closely tracks the Guozheng Aerospace Index, covering leading companies across the entire industry chain, including fighter jets, aircraft engines, rockets, missiles, satellites, and radars, aligning with the "integrated aerospace" strategic direction [2] - The commercial aerospace concept accounts for a significant 56.5% of the ETF's weight, with major holdings including Aerospace Development, China Satellite, Aerospace Electronics, AVIC Aircraft, and AVIC High-Tech [2] - This ETF is noted as the largest aerospace-related ETF in the market [2]

【大河财立方 记者 孙凯杰】近年来，随着政策指引加速、优质项目频现，中长期资金服务实体经济的 重要性愈发凸显。作为市场上规模最大的耐心资本，保险资金正在成为支持地方重大产业布局、基础设 施建设和战略性新兴产业发展的关键力量。在河南，自"险资入豫"专项行动开启以来，资金、政策、产 业正在形成协同联动的格局，为区域发展注入长期资本动力。 郑州航空港区是目前我国唯一由国务院批准设立的航空港经济综合实验区，也是河南推进现代产业体系 建设的重要阵地。近年来，围绕电子信息、新能源汽车、航空装备、生物医药等方向，形成"4+3+3"现 代产业体系，产业规模持续扩大，结构不断优化。 近年来，郑州航空港区聚焦发展新质生产力发展，郑州航空港区谋划了"4+3+3"现代化产业体系，重点 发展电子信息及新一代信息技术、新能源汽车、生物医药大健康、航空航天卫星、现代物流、会展商 贸、新材料等战略性新兴产业，前瞻布局新型储能、人工智能等未来产业。 锚定重点产业，以富士康、超聚变为引领的万亿级电子信息产业集群在郑州航空港区稳步前行。自2012 年落户以来，富士康郑州工厂累计生产智能手机超12亿部，成为全球最大的智能终端生产基地，建成我 省首家 ...

资讯晨报 ——金元证券研究 2025 年 12 月 9 日 资讯晨报 | 指数 | 开盘价 | 收盘价 | 近一交易日% | 近20交易日% | | --- | --- | --- | --- | --- | | 道琼斯工业 | 47,972 47,739 | | -0.45 | 1.60 | | 纳斯达克 | 23,638 23,546 | | -0.14 | 2.35 | | 标普500 | 6,875 | 6,847 | -0.35 | 1.75 | | 富时100 | 9,667 | 9,645 | -0.23 | -1.45 | | 日经225 | 50,643 50,582 | | 0.18 | 0.61 | | 上证指数 | 3,909 | 3,924 | 0.54 | -2.35 | | 深证指数 | 13,179 13,330 | | 1.39 | -0.73 | | 科创50 | 1,326 | 1,351 | 1.86 | -4.03 | | 恒生指数 | 26,068 25,765 | | -1.23 | -3.32 | | 主要市场股指表现 | | | | | | 3.00 | | ...

Group 1 - The core viewpoint of the articles highlights the performance of the Zhongzheng High-end Equipment Sub-index 50, which has seen a decline of 1.00% as of December 9, 2025, with mixed performance among constituent stocks [1] - The military industry is experiencing an upward trend, driven by commercial aerospace developments, including the successful launch of the Zhuque-3 reusable rocket and a partnership between "Qianfan Constellation" and Airbus [1] - The report from Open Source Securities indicates that the demand for space computing and the maturation of reusable rocket technology are expected to lead to a significant reduction in costs and an increase in launch capabilities within China's commercial aerospace sector [1] Group 2 - The top ten weighted stocks in the Zhongzheng High-end Equipment Sub-index account for 44.74% of the index, with key players including AVIC Shenyang Aircraft, Aero Engine Corporation of China, and China Aerospace Science and Technology Corporation [1] - The High-end Equipment ETF (159638) closely tracks the Zhongzheng High-end Equipment Sub-index, focusing on leading companies in aerospace, military equipment, and satellite navigation sectors [1] - Investors can access industry rotation opportunities through the Zhongzheng High-end Equipment Sub-index ETF linked fund (018028) [2]

新华社记者邹多为、戴锦镕、丁乐 中国越发展就越开放，开放是国家繁荣发展的必由之路。 随着一个身披"红妆"的集装箱被稳稳吊至装箱轮，宁波舟山港年集装箱吞吐量首次突破4000万标准箱， 成为全球第三个达成这一里程碑的港口。 川流不息的货车船只、强大的吞吐能力、高效运转的作业系统……港口作为观察我国外贸活力的"晴雨 表"，清晰展现出货物贸易第一大国的强劲韧性。 海关总署12月8日发布的最新数据显示，今年前11个月，中国货物贸易进出口总值达到41.21万亿元，同 比增长3.6%；11月当月，进出口同比增速回升至4.1%，从2月起连续10个月保持增长。 海关总署副署长王军分析认为，中国外贸之所以稳中有进、量质齐升，主要源于完备产业体系支撑的底 气，新质生产力带来的朝气，以及广大外贸企业迎难而上、开拓进取的锐气。 看产品，以"新"破局。前11个月，中国出口机电产品14.89万亿元，同比增长8.8%。其中，"新三样"产 品、船舶出口增速均超过20%。创新引领、绿色加持的中国制造，在全球竞争力日益凸显。 习近平总书记指出，"面对复杂的外部环境，要坚定信心，坚定不移办好自己的事，坚定不移扩大高水 平对外开放"。 纵观2025年 ...

沈阳深耕结构调整"三篇大文章"，产业集群化、高端化、智能化发展态势明显。"老原新"21条产业链聚 链成群，10个重点产业集群总规模突破1万亿元，高端装备、汽车、食品、新一代信息技术、航空航天5 个产业集群迈入千亿级行列。机器人及智能制造、工业母机、航空3个产业集群入选国家级先进制造业 集群名单，2024年战略性新兴产业产值占规模以上工业产值比重达33.5%，较2020年提高9.2个百分点， 产业结构持续优化。数字经济与实体经济深度融合，获批建设国家新一代人工智能创新发展试验区，入 选国家级数据标注基地、"5G+工业互联网"融合应用试点城市。服务业提质增效，获批服务业扩大开放 综合试点城市，入选国家综合货运枢纽补链强链支持城市，跻身生产服务型、陆港型国家物流枢纽建设 名单，沈阳金融商贸开发区升级为国家级经济技术开发区，现代产业体系愈发健全。 科技创新结硕果人才集聚添动能 经济实力上台阶区域发展挑大梁 "十四五"时期，沈阳始终把推动高质量发展作为首要任务，经济运行稳中有进、向上向好。地区生产总 值年均增长5.5%，经济总量实现稳步跨越。沈阳获批具有国际化定位的城市性质，由"东北地区重要的 中心城市"升级为"东北亚 ...

P ST ST REAL Expirition E taline t CRRC E 图 - 10- 30 . 1 4 4 ● □文弦（图片除署名外由成都市新都区新经济和科技局提供）在新一轮科技革命与产业变革的交汇点，区域经济 发展面临一个共同的考题：如何破解科技与经济"两张皮"的难题，让实验室的科技成果顺畅地转化为生产线上的 现实动力？面对这一难题，成都市新都区没有停留在传统的政策扶持上，而是选择了一条更深层次的变革之路 ——2022年，一场以"局园一体"为核心的体制机制改革在此启动，旨在从根源上破解创新资源与产业需求错配的 困境。改革推进3年来，成效显著。2024年，新都高新技术产业园区在省级高新区高质量发展绩效评价中位列全省 第二、成都市第一；在"2025中国省级开发区高质量发展百强"排名46位，较去年提升13位。与此同时，新都区高 新技术企业数量3年实现翻番，技术合同成交额年均增长超150%，增速居成都市榜首。这些数据背后，是一场 从"物理相加"到"化学相融"的深刻变革，是一条以"三螺旋"创新生态加快发展新质生产力的"新都探索"。破题启 动创新治理生态的"局园一体"融合改革2019年，新都区新经济和科技 ...

Core Insights - In 2025, Chengdu Airport became a significant diplomatic hub, hosting a record number of high-level officials, indicating a shift in perception of Sichuan from a remote region to a center of business opportunities [1][6][29] Group 1: Diplomatic Visits and Business Opportunities - The influx of 30 delegations of high-ranking officials, including leaders from Sri Lanka and France, highlights Sichuan's growing importance in global diplomacy and business [1][9] - These visits are not merely ceremonial; they are strategic, with leaders acting as "sales managers" for their countries' businesses, seeking to explore investment opportunities in China [9][11] - The presence of major corporations, such as Airbus and French Electric, during these visits underscores the region's appeal for international business collaboration [11][19] Group 2: Sichuan's Industrial and Economic Landscape - Sichuan boasts a comprehensive industrial system, including sectors like aerospace, electronics, and renewable energy, making it an attractive location for global companies [15][19] - The region's unique geographical advantages, such as efficient logistics and a large market base, position it favorably in the context of global supply chain restructuring [17][19] - Government initiatives, including tax incentives and support for innovation, further enhance Sichuan's attractiveness for foreign investment [19][27] Group 3: Future Prospects and Strategic Positioning - The ongoing diplomatic engagements suggest that Sichuan is strategically positioned to capitalize on global economic shifts, but maintaining this position will require effective negotiation and strategic planning [21][24] - The potential for increased foreign investment could lead to job creation and improved living standards in the region, indicating a positive outlook for local economies [27][29] - The combination of institutional advantages and geographical positioning marks the beginning of a new era for Sichuan, presenting both challenges and opportunities for stakeholders [29]

波音完成对斯普利特航空系统公司的收购后，其股价上涨2.3%。 ...