【DT新材料】 获悉，2月24日， 商务部 发布公告，根据《中华人民共和国出口管制法》和《中华人民共和国两用物项出口管制条例》等法律法规有关规定，为 维护国家安全和利益，履行防扩散等国际义务， 决定将三菱造船株式会社等参与提升日本军事实力的20家日本实体列入出口管制管控名单(见附件) ，并采取以下 措施： 一、禁止出口经营者向上述20家实体出口两用物项，禁止境外组织和个人将原产于中华人民共和国的两用物项转移或提供给上述20家实体；正在开展的相关活动 应当立即停止。 二、特殊情况下确需出口的，出口经营者应当向商务部提出申请。 本公告自公布之日起正式实施。 出口管制管控名单 (2026年2月24日) 1. 三菱造船株式会社(Mitsubishi Heavy Industries Shipbuilding Co.) 2. 三菱重 工 航空发动机 株式会社(Mitsubishi Heavy Industries Aero Engines, Ltd.) 3. 三菱重工海洋机械株式会社(Mitsubishi Heavy Industries Marine Machinery & Equipment Co., Ltd.) ...

企查查APP显示，近日，四川高能智盾科技有限公司成立，注册资本5亿元，经营范围包含卫星移动通 信终端制造；卫星移动通信终端销售；智能无人飞行器制造；智能无人飞行器销售等。企查查股权穿透 显示，该公司由四川九洲投资控股集团有限公司全资子公司四川九洲电器集团有限责任公司、四川长虹 电子控股集团有限公司等共同持股。 ...

2月24日，商务部公告，根据《中华人民共和国出口管制法》和《中华人民共和国两用物项出口管制条 例》等法律法规有关规定，为维护国家安全和利益，履行防扩散等国际义务，决定将三菱造船株式会社 等参与提升日本军事实力的20家日本实体列入出口管制管控名单（见附件），并采取以下措施： 本公告自公布之日起正式实施。 （2026年2月24日） 附件：出口管制管控名单（2026年2月24日） 商务部 2026年2月24日 附件 出口管制管控名单 一、禁止出口经营者向上述20家实体出口两用物项，禁止境外组织和个人将原产于中华人民共和国的两 用物项转移或提供给上述20家实体；正在开展的相关活动应当立即停止。 二、特殊情况下确需出口的，出口经营者应当向商务部提出申请。 1. 三菱造船株式会社（Mitsubishi Heavy Industries Shipbuilding Co.） 2. 三菱重工航空发动机株式会社（Mitsubishi Heavy Industries Aero Engines, Ltd.） 3. 三菱重工海洋机械株式会社（Mitsubishi Heavy Industries Marine Machinery & ...

Group 1 - The spring market trend after the holiday is expected to continue, with price increases being a core focus for the first quarter [12] - The Ministry of Commerce emphasizes the importance of restoring global semiconductor supply chains and urges cooperation between China and the Netherlands [1] - The National Energy Administration plans to implement a new energy system and various energy planning initiatives by 2026, focusing on strategic projects and small-scale projects [2] Group 2 - The China Securities Regulatory Commission (CSRC) has taken action against Tianfeng Securities for illegal financing and information disclosure violations related to Wuhan Contemporary Technology Group [6] - The CSRC has also initiated an investigation into Qunke Technology for misleading statements during its overseas IPO process [7] - The market experienced significant declines, with major U.S. indices dropping, and notable movements in technology stocks, including Nvidia and Apple showing slight gains while others fell [9][11]

国内发动机精锻龙头航亚科技(688510.SH)抛出新一轮资本运作方案。 近日，航亚科技公告，拟向不特定对象发行可转换公司债券，募资总额不超过6亿元，投向马来西亚智 能制造基地、航空发动机零部件产能扩建及补充流动资金，进一步强化全球化产能布局。 据了解，航亚科技自2013年成立、2020年登陆科创板以来，已成长为国内少数进入国际航空发动机供应 链的精密制造企业。尽管2025年前三季度公司业绩阶段性承压，但营收仍保持增长、现金流持续改善。 此外，长江商报记者注意到，近些年航亚科技持续加码研发创新，技术壁垒不断加固。财报显示，2023 年—2025年前三季度，公司研发费用累计达1.54亿元。目前，公司掌握精密锻造、高效加工、质量体系 等核心能力。 同时，公司资产规模稳步扩张，2025年前三季度同比增长9.79%至20.07亿元，创下历史新高。 拟募资6亿扩充产能 根据预案，航亚科技本次发行募集资金总额不超过6亿元，扣除发行费用后，全部资金按精准比例投向 三大核心方向，三大项目合计总投资8.28亿元，募资覆盖约72.45%，剩余部分由公司自有资金与自筹资 金补足。 其中，"航空叶片与医疗骨科植入锻件马来西亚智能制造 ...

Investment Rating - The report maintains a "Positive" outlook for the defense and military industry [4] Core Insights - The focus is on increasing allocations in the large aircraft and military trade sectors, with expectations for growth in these areas due to geopolitical events and advancements in core technologies [8] - The large aircraft sector is expected to see accelerated development, particularly with the C919 aircraft, as key components are set to achieve certification and production targets [11][12] - Military trade is anticipated to benefit from heightened defense spending in the Middle East due to regional tensions, with expectations for increased market share for Chinese military exports [12] - The commercial aerospace sector is viewed positively for the first half of the year, despite recent adjustments and lower-than-expected launch activities [13] - Domestic demand in the military sector is expected to recover, with potential for exceeding current market pessimism as the "14th Five-Year Plan" progresses [14] Summary by Sections 1.1 Large Aircraft - The report highlights that the current market has low expectations for the large aircraft sector, particularly regarding the C919's delivery volumes. However, advancements in engine and onboard systems are expected to accelerate, potentially leading to a faster-than-expected development pace in the next two years [11][12] 1.2 Military Trade - The report notes that escalating tensions in the Middle East are likely to increase defense spending and military imports in the region. China's military trade share is expected to rise as countries diversify their defense procurement sources [12] 1.3 Commercial Aerospace - Despite recent adjustments in the commercial aerospace sector, the report maintains a positive outlook for investment opportunities in leading companies, particularly in satellite manufacturing and related technologies [13] 1.4 Domestic Military Demand - The report suggests that the market has been overly pessimistic regarding domestic demand recovery. It anticipates that as geopolitical uncertainties rise and the "14th Five-Year Plan" is implemented, demand in the military sector may recover faster than expected [14] 1.5 Investment Recommendations - The report recommends actively investing in core targets within the large aircraft and military trade sectors, while monitoring the commercial aerospace sector for potential catalysts. Specific companies are highlighted for investment consideration [16]

本文源自：金融界AI电报 摩根大通：将空客目标价从240欧元下调至225欧元。 ...

Core Viewpoint - The Dutch Secretary of Defense, Gijs Tuinman, suggested that the F-35 fighter jet could be "jailbroken" like an iPhone to reduce dependency on American software [1][3]. Group 1: F-35 Fighter Jet Overview - The F-35 Lightning II, developed by Lockheed Martin, is a single-seat, single-engine fifth-generation fighter jet with a maximum level flight speed of 1.6 Mach (approximately 1,700 km/h) [1]. - It is currently the only fifth-generation carrier-based fighter jet in large-scale service worldwide, designed for various missions through advanced stealth capabilities and sensor fusion [1]. Group 2: Software Independence and Modification - Tuinman indicated that theoretically, it is possible to modify the F-35's operating system through third-party means to achieve software independence, although he did not disclose specific technical details or implementation plans [3]. - The operational logic of the F-35 resembles that of a flying supercomputer, relying on thousands of components sourced from the U.S. and fully dependent on Lockheed Martin's cloud infrastructure for its combat capabilities [3]. Group 3: Challenges of Modification - The F-35's software updates, logistics, and mission data files, which provide threat recognition capabilities, must be transmitted through U.S. networks [3]. - Despite Tuinman's comparison of the modification process to "jailbreaking an iPhone," the actual difficulty of such an operation is extremely high, as the F-35's system runs over 8 million lines of code, all of which are encrypted to the highest military standards [3].

据德国方面2月19日消息，由于德法两国联合研制的新一代战斗机项目陷入僵局，德国政府正考虑从美 国购买更多的F-35战斗机。 据悉，德国此次考虑增购F-35战机的背景是，德法两国在联合研发下一代战斗机项目上存在分歧。研发 下一代战斗机原本是欧洲在军备领域实现更大自主权的重要动作，但作为两大参与企业，法国达索公司 与总部位于德国的空中客车防务与航天公司就项目如何推进久争不下，前者要求在项目中占据主导地 位。（央视新闻） 知情人士称，德美两国相关谈判涉及超过35架F-35战斗机，每架造价约为8000万欧元。德国2022年已向 美国订购35架F-35战斗机，预计今年晚些时候开始交付。 ...

（文章来源：央视新闻） 知情人士称，德美两国相关谈判涉及超过35架F-35战斗机，每架造价约为8000万欧元。德国2022年已向 美国订购35架F-35战斗机，预计今年晚些时候开始交付。 据悉，德国此次考虑增购F-35战机的背景是，德法两国在联合研发下一代战斗机项目上存在分歧。研发 下一代战斗机原本是欧洲在军备领域实现更大自主权的重要动作，但作为两大参与企业，法国达索公司 与总部位于德国的空中客车防务与航天公司就项目如何推进久争不下，前者要求在项目中占据主导地 位。 据德国方面19日消息，由于德法两国联合研制的新一代战斗机项目陷入僵局，德国政府正考虑从美国购 买更多的F-35战斗机。 ...