风险提示： 1 ）低空经济产业政策不及预期； 2 ）低空经济技术研发进程不及预期； 3 ）低空经济商业 化应用场景落地不及预期。 文章来源 本文摘自：2025年6月12日发布的 沃飞长空与卧龙电驱成立合资公司，产业协同加速——低空经济热点点评 肖群稀 ，资格证书编号： S0880522120001 张 越 ，资格证书编号： S0880522090004 报告导读： 沃飞长空与卧龙电驱成立合资公司，聚焦电推进动力系统开发，低空经济商业 化有望进一步提速，动力系统环节有望受益。 投资建议 ： 动力系统与 eVTOL 整机企业积极合作，有望加速核心技术研发及成果转化，进一步强化低 空产业链协同效应， 产业化进程有望进一步提速。 沃飞长空与卧龙电驱成立合资公司，聚焦电推进动力系统开发 。 2025 年 6 月 11 日，卧龙电驱与沃飞 长空签订合资协议，成立合资公司"浙江龙飞电驱科技有限公司"，合资公司将先重点开发适用于倾转旋翼 eVTOL 的高性能电机及电驱系统，针对该构型在垂直起降阶段的高推力需求、巡航状态的高效能转换痛 点，推出兼具强劲动力与适航级可靠性的核心产品，同时通过技术开发与产业化落地，提供适用于 75 ...

Core Viewpoint - The recent crash of an Air India Boeing 787-8 aircraft, resulting in at least 265 fatalities, marks the first fatal accident for this aircraft model, prompting investigations and safety reviews by multiple countries [1][2][4]. Group 1: Incident Details - On June 12, an Air India Boeing 787-8 crashed in Gujarat, India, with 242 people on board, leaving only one survivor [1]. - The Indian government is considering grounding the Boeing 787 fleet and conducting a safety review following the incident [1]. - Japan's Ministry of Land, Infrastructure, Transport and Tourism has instructed airlines operating the Boeing 787 to conduct inspections but will not suspend their use [1][7]. Group 2: Boeing's Response and Historical Context - Boeing's CEO, Kelly Ortberg, announced that technical experts are ready to assist in the investigation, and the company is focusing on customer relations and the ongoing inquiry [7][13]. - The crashed aircraft was one of the early models of the 787 series, which had previously faced challenges during its development, including a significant battery fire incident in 2013 [8][9]. - The Boeing 787 has been a successful model since its introduction, achieving over 1 billion passenger journeys in 14 years and receiving more than 2,000 orders from 89 customers [5][6]. Group 3: Market Impact and Future Considerations - Following the crash, Boeing's stock price fell nearly 5%, reflecting market concerns about the incident's implications for the company [13]. - Analysts suggest that the investigation's outcome could overshadow Boeing's participation in the upcoming Paris Air Show and affect its reputation in the aviation industry [14]. - Despite the recent challenges, Boeing has seen improvements in its operations, with timely deliveries and a record number of orders in May, indicating a potential recovery trajectory [12].

Group 1 - The article reports that U.S.-made F-35, F-15, and F-16 fighter jets were involved in Israel's airstrikes against Iran [1] - Israel launched a military operation targeting Iranian nuclear facilities, aiming to mitigate threats posed by Iran [2] - Israeli Prime Minister Netanyahu stated that the military operation's objectives include striking Iranian nuclear facilities, ballistic missile factories, and military capabilities, with the operation expected to last several days [2]

Core Viewpoint - Israel has launched a military operation against Iranian nuclear facilities, aiming to mitigate threats posed by Iran to Israel [1] Group 1 - The operation involves the use of U.S.-made F-35, F-15, and F-16 fighter jets [1] - Israeli Prime Minister Netanyahu stated that the military action targets Iranian nuclear facilities, ballistic missile factories, and military capabilities [1] - The operation is expected to last for several days [1]

智通财经6月13日电，成飞集成今日涨停，成交额31.56亿元，换手率25.15%，盘后龙虎榜数据显示，深 股通专用席位买入7404.18万元并卖出6284.81万元，一机构专用席位净卖出3512.10万元。 龙虎榜|成飞集成今日涨停 一机构席位净卖出3512.10万元 ...

印度政府考虑停飞波音787机队。(智通财经) ...

最近几年，波音（BA.US）多款机型频繁出现掉舱门、掉轮胎、挡风玻璃破裂等事故，因此喜提脆皮; 之名，对公司的商誉、业绩、股价造成了严重冲击。 而最新消息显示，6月12日（当地时间），印度航空一架载有242人的波音787-8型客机在古吉拉特邦坠 毁。 而根据专家分析，此次飞机在起飞阶段未能正常升空，存在多种可能，比如发动机推力不足、控制面板 失效、飞鸟吸入发动机，或人为误操作等，目前还未有确定的结论。 6月12日（美东时间）盘后，波音的股价并未继续下跌，而是迎来微幅上涨，目前涨幅为0.17%，显示 出经过恐慌性的卖出后，投资者情绪有所修复。 不过，从近年的业绩情况来看，波音本身也是深陷泥潭;，基本面情况很差。 Wind数据显示，波音已经连续亏损多年。今年一季度，波音的业绩有所好转，其营收同比增长18%至 194.96亿美元，归母净利润亏损0.37亿美元，同比收窄89%。 有消息显示，在印度航空失事后，日本运输省已责令国内航空公司检查波音787系列飞机。 此次空难事件的发生是否会对波音的后续业绩造成影响值得投资者留意。 本文源自：财华网 涉事飞机载有近12.5万升燃料，坠机后爆炸和火灾强度大增。根据目前的消息， ...

Group 1: Military Action and Geopolitical Context - Israel launched military airstrikes against Iran, targeting nuclear and military facilities, citing an imminent threat from Iran's enriched uranium capabilities [1][5][7] - The airstrikes were described as a "preemptive strike" and occurred without U.S. support, raising concerns about a potential escalation in the Middle East [5][10] - Analysts noted that the geopolitical uncertainty could lead to capital flows towards safe-haven currencies like the Japanese yen and Norwegian krone [4] Group 2: Market Reactions - Following the airstrikes, global stock markets experienced significant declines, with major U.S. tech stocks like Nvidia, Apple, and Google falling sharply [2][10] - Safe-haven assets such as gold surged over 1%, while the U.S. dollar and Japanese yen saw notable increases, indicating a shift in investor sentiment towards risk aversion [2][10] - Oil prices spiked dramatically, with WTI crude futures rising over 8% and Brent crude increasing by more than 7%, highlighting the event's impact on energy markets [2][9] Group 3: Future Implications and Analyst Insights - Analysts expressed concerns about the potential for further escalation, emphasizing that the market's previous bullish sentiment could be fragile [10][11] - The situation is being closely monitored, with the possibility that limited Iranian retaliation could stabilize markets, while any significant response could maintain high volatility [4][11] - Morgan Stanley's report suggested that if the conflict escalates, oil prices could rise significantly, potentially reaching $120-130 per barrel if the Strait of Hormuz is affected [8][9]

Group 1 - The U.S. stock market opened lower, with the Dow Jones down by 0.3%, the S&P 500 down by 0.2%, and the Nasdaq down by 0.18% [1] - Boeing (BA.N) experienced a significant decline, dropping nearly 6% following the crash of an Indian Airlines Boeing 787 aircraft [1] - General Electric (GE.N) subsidiary GE Aviation fell by 1.5% in response to the incident involving Boeing [1] Group 2 - Xpeng Motors (XPEV.N) saw a decrease of 2.8%, reportedly due to its development of advanced chips for Volkswagen [1]

美股三大指数集体低开， 纳指跌0.19%， 道指跌0.38%， 标普500指数跌0.22%。受印度客机失事影响， 波音跌超5%。 ...