据路透社8日报道，美国官员和知情人士透露，经过数月的拖延，五角大楼最早将于本周选定一家国防公司来设计和 制造海军的下一代隐形战机。 波音公司和诺斯罗普·格鲁曼公司正在竞争生产这款名为F/A-XX的飞机。这款新型舰载战机将取代自20世纪90年代以 来服役的美国海军F/A-18E/F"超级大黄蜂"机队。 有美国官员和知情人士表示，美国国防部长赫格塞思上周五做出了推进选择的决定。一名知情人士表示，美国海军最 早可能在本周公布战机制造竞标的获胜者。但消息人士称，过去，最后一刻的障碍曾延误美国海军战机的研发，这种 情况也有可能再次发生。美国海军和五角大楼未回应置评请求。 F/A-XX预计将具备先进的隐身能力和更强的续航能力，并能够与无人作战飞机和海军舰载防空系统集成。 责任编辑：何俊熹 路透社报道截图 ...

联系人 | 耿佩璇 摘要 国庆假期期间，海外主要股指多数上涨，金价再度刷新新高；美国政府关门，非农数据推迟发布、高市 早苗或当选日本新首相；国内假期出行节奏有所前移，跨境游、特色游热度延续。 一、全球大类资产：国庆假期前后，权益资产多数上涨，黄金价格再创新高 国庆假期前后（9月29日-10月6日），海外主要股指多数上涨。 美国三大股指延续上涨，标普500、纳指 和道琼斯工业指数分别上涨1.1%、1.3%和1.1%。恒生指数大涨3.9%，日经225上涨0.9%；英国富时100指 数、德国DAX分别上涨2.2%、2.7%。 美债收益率快速回落，美元指数微跌。 债市方面，10Y美债收益率下行7.0bp至4.13%，10Y德债收益率下 行5.0bp至2.71%；汇率方面，利差回落叠加关门风波冲击、美元指数小幅回落0.5%，欧元、英镑、日元 兑美元均有所升值，跌幅分别为0.4%、0.6%、1.4%。 假期前后，油价大幅下跌、金价大幅上涨。 原油方面，在市场对OPEC+国家于11月再度"增产抢份额"的 担忧下，WTI原油、Brent原油分别下跌7.5%、8.3%。而随着美债利率的回落、美国政府关门风波的冲 击， COME ...

2025年9月28日，中航重机所属子公司安飞公司与乌当工发集团、安航公司签订《委托经营管理协 议》，乌当工发集团将安航公司委托安飞公司管理，受托基础管理费用84万元/年。此次交易不构成关 联交易和重大资产重组，无需提交公司董事会、股东会审议。安航公司于2025年8月7日成立，具备满足 中航重机航空锻铸产品加工要求的设备。安飞公司受托管理安航公司，可提升航空零部件加工交付能 力，增强产业链协同。托管期限分培育期、试运营期和运营期，还设有业绩激励。该交易对公司长远发 展有积极影响，但合同履行可能面临风险，公司将积极应对。 ...

Group 1 - Embraer delivered 61 aircraft in Q2 2025, a 30% increase year-over-year and a doubling compared to Q1 2025 [1] - The order backlog for commercial aviation reached $13.1 billion, reflecting a 31% quarter-over-quarter increase and a 16% year-over-year increase [1] - Embraer has maintained its market advantage in the commercial aviation sector through strategic decisions and product positioning [1][2] Group 2 - Bombardier has exited the commercial aircraft manufacturing sector due to a series of missteps with the C Series, while Airbus has not significantly improved its competitive position against Embraer [2] - As of March 2025, Airbus A220 series production totaled 401 units, significantly lower than Embraer's E-JET and E2 series, which totaled 1,710 units [2] - Embraer's approach has been more stable and focused on precise product positioning compared to Bombardier's aggressive but ultimately flawed strategy [2] Group 3 - The evolution of regional jets has seen significant advancements, including the transition from piston engines to turboprop and then to turbofan engines, as well as improvements in fuselage design and jet engine configurations [3] - Embraer's initial aircraft, the EMB-110, was a non-pressurized twin-engine propeller plane, while the EMB-120 introduced a pressurized cabin and larger capacity [7][8] - The ERJ series, launched in 1989, was the first regional jet designed specifically for regional airlines, achieving significant market success with 1,240 units produced by 2020 [10] Group 4 - The E-JET series, introduced in 2004, was designed to enhance passenger experience and reduce noise, with a focus on comfort and operational efficiency [12][14] - The E2 series, launched in 2018, expanded the seating capacity and aimed to compete directly with traditional mainline aircraft manufacturers like Boeing and Airbus [16][17] - Embraer's long-term strategy has been characterized by cautious planning and a focus on domestic needs, allowing for sustainable growth and market resilience [17]

Core Viewpoint - The company confirmed its involvement in the CJ1000A project, providing titanium alloy castings and high-temperature alloy master alloys for the engine [1] Group 1 - The company has applied its products, including titanium alloy castings and high-temperature alloy master alloys, in the CJ1000A engine [1] - The company is currently working according to the planned schedule for the CJ1000A model [1]

Market Performance - Major global indices showed mixed performance on Friday, with US stock indices collectively rising, ending a three-day decline, but still recording weekly losses [1] - The Nasdaq and S&P 500 indices fell by 0.65% and 0.31% respectively this week, marking their first weekly decline in four weeks [1] Commodity Market - WTI crude oil futures rose by 1.14%, closing at $65.72 per barrel, with a weekly increase of 5.3% [3] - Brent crude oil futures increased by 1.02%, closing at $70.13 per barrel, with a weekly rise of 5.2% [3] - COMEX gold futures rose by 0.5%, closing at $3789.8 per ounce, with a weekly increase of 1.89% [4] - COMEX silver futures surged by 2.77%, closing at $46.365 per ounce, with a weekly rise of 6.92% [4] Economic Insights - Citi Research warned that US tariffs are increasingly impacting consumption and import demand, predicting a slowdown in these areas [12] - The report noted that the monthly tariff revenue reached $30 billion in August, the highest level in decades [12]

当地时间9月26日，美国洛克希德·马丁公司表示，其子公司西科斯基公司已获得美国海军一份价值近 110亿美元的合同，将建造99架CH-53K"种马王"重型运输直升机。 西科斯基公司是美国著名直升机制造商，总部位于康涅狄格州斯特拉特福德。该公司以研发军用和民用 直升机闻名，代表机型包括"黑鹰"直升机、"海鹰"直升机以及"种马王"重型运输直升机。 （文章来源：央视新闻） 洛克希德·马丁公司表示，这是迄今为止该机型的最大订单。西科斯基公司将在2029年至2034年之间交 付这些直升机。 ...

智通财经APP获悉，波音(BA.US)股价走高，一度涨近5%。截至发稿，该股涨超3.8%，报221.55美元。 消息面上，该公司宣布获得土耳其航空和挪威航空快线的飞机订单。此外，波音将从9月29日起获得美 国联邦航空管理局(FAA)授予的更多安全检查权限。 波音表示，土耳其航空订购了最多75架787梦幻客机，这是其有史以来最大的波音宽体机订单，包括35 架787-9型、15架更大的787-10型以及25架787梦幻客机的选择权；计划交付时间为2029年至2034年期 间。 ...

波音表示，土耳其航空订购了最多75架787梦幻客机，这是其有史以来最大的波音宽体机订单，包括35 架787-9型、15架更大的787-10型以及25架787梦幻客机的选择权；计划交付时间为2029年至2034年期 间。 波音(BA.US)股价走高，一度涨近5%。截至发稿，该股涨超3.8%，报221.55美元。消息面上，该公司宣 布获得土耳其航空和挪威航空快线的飞机订单。此外，波音将从9月29日起获得美国联邦航空管理局 (FAA)授予的更多安全检查权限。 ...

Group 1 - The stock of Chengfei Integration (002190.SZ) reached the daily limit, with a turnover rate of 13.34% and a transaction volume of 2.003 billion yuan [1] - The net buying from the Shenzhen Stock Connect amounted to 148 million yuan, with total purchases of 202 million yuan and sales of 54.17 million yuan [1] - Institutional investors bought a total of 80.94 million yuan and sold 18.53 million yuan, resulting in a net purchase of 62.40 million yuan [1] Group 2 - The top five buying entities included the Shenzhen Stock Connect, which accounted for 10.09% of the total transaction volume with a purchase amount of 202.16 million yuan [2] - The second largest buyer was GF Securities, with a purchase amount of 97.13 million yuan, representing 4.85% of the total transaction volume [2] - The total buying amount from the top five buying entities reached 409.78 million yuan, constituting 20.46% of the total transaction volume [2]