金十数据7月12日讯，美国参议院军事委员会正推动在特朗普政府申请的国防预算基础上追加300亿美元 拨款，其中数十亿将用于舰艇建造，并指示空军增购10架F-35战机。该委员会版本的年度国防授权法案 基本认可特朗普的国防愿景，但试图强化国会对军队架构、采购流程及长期战略的监督权。根据草案， 2025财年（始于10月1日）国防授权金额将达9910亿美元，较政府申请的9610亿美元高出300亿。其中基 础国防预算从8480亿美元提升至8780亿美元，另包含预计通过税改法案获得的1130亿美元补充资金。 美国拟追加国防预算增购F-35战机 ...

证券代码：002985 证券简称：北摩高科 公告编号：2025-026 北京北摩高科摩擦材料股份有限公司 统一社会信用代码：91110114750127772G 名称：北京北摩高科摩擦材料股份有限公司 关于公司完成工商变更的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 北京北摩高科摩擦材料股份有限公司（以下简称"公司"）于2025年5月 会，审议通过了《关于修订 <北京北摩高科摩擦材料股份有限公司章程> 的议 案》。具体内容详见2025年5月24日、2025年6月14日披露在巨潮资讯网 （http://www.cninfo.com.cn）的相关公告。 公司于2025年4月24日召开第三届董事会第十三次会议、2025年6月13日 召开2024年年度股东大会审议通过了《关于选举公司第四届董事会非独立董 事候选人的议案》《关于选举公司第四届董事会独立董事候选人的议案》，于 工董事，于2025年6月13日召开第四届董事会第一次会议审议通过了《关于选 举公司董事长的议案》《关于聘任公司总经理的议案》《关于聘任公司其他高 级管理人员、证券事务代表的议案》。具体内容 ...

城乡低碳转型方面，海南将在农村推广"自发自用、余电互济、农机储能"的能源系统，实现2045年全覆 盖。建筑领域提升新建建筑本体节能率，推动既有建筑改造及设施设备全面电气化。 生态固碳方面，海南将开展林业、海洋、农业、地质四大领域固碳增汇行动；聚焦碳汇技术支撑、国土 造林绿化、生态保护修复、蓝碳融合发展等重点任务，协同推进生态固碳增汇与生物多样性保护；推动 海南热带雨林国家公园生态产品价值转化。 为了形成降碳长效机制，海南将建立新型电力系统系列配套政策；建立以碳排放统计核算、碳足迹追 踪、ESG(环境、社会和公司治理)评价为核心的低碳标准体系；打造标准互通互认的绿色低碳国际交流 合作新格局。(完) （文章来源：中国新闻网） 中新社海口7月11日电 (记者王晓斌)海南省政府近日印发了《海南低碳岛建设方案》，描绘碳中和"路线 图"：2030年前实现碳达峰，2045年前全面建成低碳岛(二氧化碳年排放量比峰值期下降70%)，2060年前 达成碳中和目标。 方案明确，海南构建以电力零碳化、热力零碳化、终端电气化为核心的新型零碳能源体系，同步建设产 业降碳、城乡减碳、交通脱碳、生态固碳、智慧管碳、长效治碳六大体系，形成"先 ...

Group 1 - The company expects to report a net profit attributable to shareholders of approximately -80 million yuan for the first half of 2025, with a net profit of approximately -90 million yuan after deducting non-recurring gains and losses, indicating a reduction in losses year-on-year [1] - In the same period last year, the company reported a total profit of -129.27 million yuan and a net profit attributable to shareholders of -123.15 million yuan, with a net profit of -132.13 million yuan after deducting non-recurring gains and losses [1] - The main reasons for the expected loss include a decline in operating revenue due to insufficient new orders in the logistics support equipment industry and a decrease in gross profit margin due to increased market competition in the pressure vessel industry [1]

Core Insights - Shenyang is set to become a Northeast Asia international center city, with a clear roadmap outlined in the "Action Plan" for 2025-2035, focusing on building a comprehensive hub and four centers: advanced manufacturing, modern service industry, regional technology innovation, and cultural center [1][4][5] Development Strategy - The "Action Plan" includes 22 specific action plans aimed at enhancing Shenyang's industrial capabilities, such as developing world-class industrial clusters and expanding the airport to create a Northeast Asia "three-hour aviation circle" [5][6] - Shenyang's GDP is projected to reach 902.71 billion yuan in 2024, with a growth rate of 5.2%, indicating strong economic support for its new positioning [5][6] Low-altitude Economy Focus - The emphasis on low-altitude economy development is highlighted, with Shenyang aiming to establish itself as a national low-altitude economic pilot zone, leveraging its strong aviation manufacturing base [1][9][10] - Shenyang ranks 10th in the "Low-altitude Economy Linkage Index" with a score of 43.16, the only city in Northeast China to make the top ten, showcasing its leading position in the region [10][11] Industrial Strengths - Shenyang's aviation industry is robust, with a complete industrial chain from military to civil aviation, and a projected aviation industry scale exceeding 100 billion yuan by 2024 [10][14] - The city is focusing on developing three key advanced manufacturing clusters: robotics and intelligent manufacturing, aviation, and industrial mother machines, aiming for a total industrial scale of 1.1 trillion yuan [6][7] Innovation and Infrastructure - Shenyang's innovation concentration ranks sixth nationally, with strong performance in environmental friendliness and infrastructure, although it faces challenges in capital activity [13] - The city plans to establish over 100 low-altitude economy-related enterprises within three years, targeting an industry scale of 3 billion yuan [13][15] Future Prospects - The development path for Shenyang's low-altitude economy is prioritized, with a focus on both manned and unmanned aerial vehicle industries, supported by local research institutions and enterprises [14][16] - Shenyang aims to transition from research and manufacturing to a full industrial chain approach, enhancing its ecosystem for low-altitude economic development [18]

亿航智能宣布与清华大学联合成立"清华亿航低空航空技术联合研究院"(简称"联合研究院")。清华大学 航天航空学院党委书记、联合研究院院长兼管委会委员陈海昕发布联合研究院重点研究方向：围绕中大 型自动驾驶飞行器的气动与总体设计技术、能源与推进技术、自动飞行控制技术和低空飞行监管技术、 低空飞行器自动驾驶指挥中心、飞行起降点基础设施规划设计等关键核心技术开展研究。(人民财讯) ...

深交所公告，近日深交所按照依法、公开、择优的原则，增补行业咨询专家库专家33人，覆盖先进制 造、信息技术、新材料、新能源等领域，包括航空航天、量子技术、人工智能、生物医药、集成电路等 科技创新细分行业。本次增补后，专家库专家总数增至66人，专家库行业配置进一步优化，行业权威性 进一步提升。 ...

Group 1 - The Shanghai Composite Index experienced fluctuations above 3500 points, with a notable increase of 1.3% during the day before closing at 3510.18 points, reflecting a slight gain of 0.01% [1][9] - The trading volume in the Shanghai and Shenzhen markets reached 171.21 billion yuan, an increase of 21.8 billion yuan compared to the previous day [1] - The recent competition saw participants successfully capitalize on market trends, particularly in sectors like electronic cloth, PCB, and rare earth permanent magnets [3][5] Group 2 - The upcoming 66th competition will allow participants to engage in simulated stock trading with a virtual capital of 500,000 yuan, running from July 14 to July 18, with registration open from July 12 to July 18 [12][17] - Cash rewards for the competition are structured based on performance, with the first-place winner receiving 688 yuan and additional prizes for subsequent ranks [12][13] - Participants can gain access to exclusive market insights and analysis through the "Fire Line Quick Review" service, which provides valuable information on market trends and investment logic [7][14] Group 3 - The commercial aerospace sector is gaining attention due to improvements in rocket launch facilities and the anticipated first flights of new generation reusable rockets in 2025 and 2026 [11] - Historical data indicates that the Shanghai Composite Index has previously experienced significant rallies after breaking through the 3500-point mark, suggesting potential bullish sentiment in the current market [9] - Analysts are optimistic about sectors such as brokerage firms, high-temperature superconductors, high-speed switches, FPGA substrates, and commercial aerospace, indicating a shift in investment focus [10]

独角兽企业作为世界级创业生态的标志，是一座城市经济发展的稀缺宝贵资源，已经成为衡量一个地区 创新能力、创业生态的重要观察指标。为何这么多独角兽都诞生在广东？ 近日，胡润研究院在广州发布《2025全球独角兽榜》，列出了全球成立于2000年之后、价值10亿美元以 上的非上市公司。数据显示，全球独角兽企业数量达到1523家，比去年增加了70家。其中，美国以758 家独角兽企业领先，中国以343家独角兽企业位居第二。 本次榜单可见，全国343家独角兽企业中，有1/5都是"粤字号"。广东独角兽"军团"有多能打？本期信心 有数一起看！ 广东独角兽数量超印度 70家=德+法+越三国总和 单看数量，广东独角兽"军团"就已领先全国。全国每5家独角兽企业，就有1家在广东。《2025全球独角 兽榜》显示，广东共有70家独角兽上榜。其中，深圳有37家，居全国第3、全球城市第6位，是国内独角 兽企业增长最快城市；广州有24家，居全国第4、全球城市第11，希音以3650亿元人民币的估值持续位 居全球十强。 放眼全球，广东独角兽"军团"表现也格外突出。从数量上看，广东独角兽企业数量超越全球第三的印度 （64家），相当于德国（36家）、法国 ...

Core Viewpoint - The collaboration between Zhongke Shuguang and Zhongke Xingtou aims to innovate and apply space computing technology, addressing the challenges of traditional data processing methods in the context of increasing satellite data demands [1][3][5]. Group 1: Industry Growth and Challenges - China's commercial aerospace industry is experiencing rapid growth, with projected output increasing from 1 trillion yuan in 2020 to approximately 2.3 trillion yuan by 2024, reflecting a compound annual growth rate of 22.9% [3]. - The traditional "ground computing" model is becoming inadequate due to the increasing volume of satellite data and the limitations of data transmission methods, which face bandwidth and latency issues [3][4]. - The cost of deploying computing power in space is estimated to increase by 1000 times compared to ground deployment, necessitating the development of high-performance components specifically designed for space [4]. Group 2: Innovations in Space Computing - The emerging "space computing" model involves building a space computing constellation that processes satellite data using AI before transmission, thus overcoming traditional data transfer limitations [5]. - Zhongke Shuguang and Zhongke Xingtou plan to create a collaborative ecosystem for space computing, focusing on high-performance, low-power components and a comprehensive technology innovation chain [5]. - The collaboration aims to establish an integrated computing architecture that connects users, satellite edge computing, and ground-based cloud services, facilitating real-time data processing and resource sharing [5]. Group 3: Applications and Global Impact - The partnership is set to enhance various industries by providing space computing services, with applications extending to emergency rescue, meteorology, agriculture, and emerging fields like low-altitude airspace management [6]. - The goal is to offer accessible space computing services globally, bridging the gap in computational resources and promoting the sharing of space information across nations and industries [6][7].