Core Viewpoint - A U.S. federal judge has canceled the trial scheduled for June 23 regarding the Boeing 737 MAX crashes, which resulted in the deaths of 346 people in two separate incidents involving Lion Air and Ethiopian Airlines [1] Summary by Relevant Sections - **Incident Overview** - The crashes occurred in October 2018 and March 2019, involving Lion Air and Ethiopian Airlines respectively [1] - Both incidents were linked to safety design flaws in the new software system of the Boeing 737 MAX [1] - **Regulatory and Compliance Issues** - Boeing allegedly concealed risks associated with the software system during the certification process with the Federal Aviation Administration (FAA) [1] - The company also failed to enhance pilot training related to the software system [1]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ A股重磅。 5月30日，中证指数公司发布公告称，将调整沪深300、中证500、中证1000、中证A50、中证A100、中 证A500等指数样本，6月13日收市后也即6月16日起正式生效。同时，上海证券交易所与中证指数有限 公司也联合发布公告称，将调整上证50、上证180、上证380、科创50等指数样本，也是6月13日收市后 也即6月16日起生效。 沪深300等6大指数合计更换187只样本 5月30日，中证指数有限公司还宣布将调整沪深300、中证500、中证1000、中证A50、中证A100、中证 A500等指数样本，此次调整为指数样本的定期例行调整，定期调整方案将于6月13日收市后也即6月16 日起正式生效。 其中，沪深300指数更换7只样本，软通动力、中航成飞等调入指数；中证500指数更换50只样本，恒玄 科技、百济神州等调入指数；中证1000指数更换100只样本，万辰集团、思瑞浦等调入指数；中证A50 指数更换4只样本，北方稀土、东鹏饮料等调入指数；中证A100指数更换5只样本，中国重工（维 权）、沪电股份等调入指数；中证A500指 ...

A股重磅。 5月30日，中证指数公司发布公告称，将调整沪深300、中证500、中证1000、中证A50、中证A100、中证A500等指数样本，6月13日收市后也即6月16日起正式生 效。同时，上海证券交易所与中证指数有限公司也联合发布公告称，将调整上证50、上证180、上证380、科创50等指数样本，也是6月13日收市后也即6月16日起 生效。 沪深300等6大指数合计更换187只样本 5月30日，中证指数有限公司还宣布将调整沪深300、中证500、中证1000、中证A50、中证A100、中证A500等指数样本，此次调整为指数样本的定期例行调整， 定期调整方案将于6月13日收市后也即6月16日起正式生效。 | | | | | | | 调出名单 | | | 调入名单 | | --- | --- | --- | --- | | 证券代码 | 证券名称 | 证券代码 | 证券名称 | | 000401 | 童东水泥 | 000062 | 深圳华强 | | 000778 | 新兴铸管 | 000415 | 渤海租赁 | | 000818 | 航锦科技 | 000429 | 粤高速 A | | 000998 | 隆平高 ...

Core Viewpoint - Japan is considering adopting new American F-35 stealth fighters or upgrading its aging aircraft to address gaps in its air defense capabilities [1] Group 1 - Japan's potential shift towards the F-35 stealth fighter indicates a strategic move to enhance its military capabilities [1] - The consideration of upgrading older aircraft suggests a dual approach to modernizing Japan's air defense [1]

类别 贵金属月报 日期 2025 年 5 月 30 日 宏观金融研究团队 研究员：何卓乔(宏观贵金属) 020-38909340 hezhuoqiao@ccb.ccbfutures.com 期货从业资格号：F3008762 研究员：黄雯昕(国债集运) 021-60635739 huangwenxin@ccb.ccbfutures.com 期货从业资格号：F3051589 研究员：聂嘉怡(股指) 021-60635735 niejiayi@ccb.ccbfutures.com 期货从业资格号：F03124070 请阅读正文后的声明 国际贸易形势反复金价大幅波动 月度报告 近期研究报告 《宏观专题-20250306-特朗普 2.0 新政阶段性回顾：回归保守价值观、 回归丛林法则》 《宏观专题-20250120-特朗普 2.0 与 2025 年宏观市场展望》 《宏观专题-20241015-选情胶着的 美国大选会否出现十月惊奇》 《宏观专题-20240930-非典型补库 周期与大类资产波动》 《贵金属专题-20240820-金价大涨 后的供需基本面变化》 《宏观专题-20240607-美国总统大 选对地缘政治和宏观市 ...

Core Viewpoint - The collaboration between AVIC High-Tech and Guangwei Composites aims to enhance the synergy in the aerospace materials industry, particularly focusing on carbon fiber as a key material for aerospace applications [1][2]. Group 1: AVIC High-Tech - AVIC High-Tech is the only domestic company specializing in the engineering development of aerospace composite materials, with core products including carbon fiber prepregs and resin-based composites [1]. - The company has a projected revenue share of 96.89% from its aerospace new materials business in 2024, with a gross margin of 39% [1]. - AVIC High-Tech leads the military aviation composite market with a market share exceeding 60%, supplying critical components for military aircraft like the J-20 and Y-20, as well as civilian aircraft such as the C919 and C929 [1]. Group 2: Guangwei Composites - Guangwei Composites specializes in the design and development of carbon fiber, woven fabrics, resin systems, and composite components, achieving a revenue of 2.45 billion yuan in 2024, which is roughly flat year-on-year [2]. - The company reported a non-recurring net profit of 668 million yuan in 2024, reflecting a slight decline of 6.15% year-on-year [2]. - Guangwei has made significant advancements in carbon fiber research, including the successful development of T1100-grade carbon fiber using a dry spray wet spinning process, which has been validated in relevant projects [2].

Elliott去年披露其持有霍尼韦尔超过50亿美元的股份，并敦促该公司考虑分拆，以释放更大的股东价 值。尽管Elliott当时并未正式要求加入董事会，但该公司一直与霍尼韦尔领导层保持着积极的沟通。据 称，Steinberg近几个月来与首席执行官Vimal Kapur建立了建设性的关系。 智通财经APP获悉，据报道，在霍尼韦尔(HON.US)准备分拆为三个独立的实体之际，这家工业巨头预 计将任命Elliott Investment Management合伙人Marc Steinberg为董事会成员。 Steinberg自2015年起担任Elliott的合伙人，在多个领域的公共和私人投资方面拥有丰富的经验。在加入 Elliott之前，他曾在Centerview Partners工作，目前担任Etsy(ETSY.US)、Pinterest(PINS.US)和两家私营公 司Syneos Health和Nielsen Holdings的董事会成员。 据报道，Steinberg将以独立董事的身份加入公司，并担任审计委员会成员，该任命将于5月底生效。他 的任命遵循霍尼韦尔和Elliott之间的合作协议，该协议旨在促进双方建 ...

Group 1 - The core index, the China Securities National New Central Enterprise Technology Index, experienced a decline of 0.83%, closing at 1177.14 points with a trading volume of 14.126 billion yuan [1] - Over the past month, the index has increased by 0.94%, but it has decreased by 9.04% over the last three months and by 6.20% year-to-date [1] - The index is customized by Guoxin Investment Co., Ltd., selecting 50 listed companies from industries such as aerospace, defense, computer, electronics, semiconductors, and communication equipment to reflect the overall performance of central enterprise technology theme listed companies [1] Group 2 - The top ten weighted stocks in the index include Hikvision (9.63%), AVIC Shenyang Aircraft (7.43%), AVIC Optoelectronics (6.74%), Aero Engine Corporation of China (5.91%), Shenzhen South Circuit (4.35%), Shanghai Beiling (4.22%), AVIC Aircraft (4.12%), Baoxin Software (3.6%), AVIC High-Tech (3.2%), and Guangxun Technology (3.12%) [1] - The market segments of the index holdings show that the Shanghai Stock Exchange accounts for 52.18% and the Shenzhen Stock Exchange accounts for 47.82% [1] Group 3 - The industry composition of the index holdings indicates that industrial companies make up 46.32%, information technology companies account for 42.73%, and communication services represent 10.95% [2] - The index samples are adjusted biannually, with adjustments implemented on the next trading day following the second Friday of June and December each year [2] - Public funds tracking the central enterprise technology index include various funds from E Fund, Yinhua, and Southern Asset Management [2]

金融界5月27日消息，上证指数低开震荡，中证高端制造50指数 (高端造50，932025)报1354.87点。 数据统计显示，中证高端制造50指数近一个月上涨2.03%，近三个月下跌9.35%，年至今下跌3.60%。 据了解，中证高端制造50指数，选取信息技术、通信设备、电力设备、航空航天与国防、机械制造、医 药卫生、环保、汽车及零配件、油气开采等行业的50只有代表性的上市公司证券作为指数样本，以反映 高端制造领域上市公司证券的整体表现。该指数以2016年12月30日为基日，以1000.0点为基点。 从指数持仓来看，中证高端制造50指数十大权重分别为：宁德时代（13.67%）、比亚迪（6.87%）、恒 瑞医药（4.86%）、中芯国际（3.36%）、药明康德（3.17%）、立讯精密（3.15%）、汇川技术 （2.89%）、京东方A（2.88%）、迈瑞医疗（2.81%）、北方华创（2.79%）。 从中证高端制造50指数持仓的市场板块来看，深圳证券交易所占比54.16%、上海证券交易所占比 45.84%。 从中证高端制造50指数持仓样本的行业来看，工业占比38.50%、信息技术占比29.34%、可选消费占比 15. ...

Group 1 - The Indian Ministry of Defence has approved a framework plan for the construction of the country's most advanced stealth fighter jet, which is expected to be a twin-engine fifth-generation aircraft [1][3] - The Aeronautical Development Agency (ADA) will soon invite defense companies interested in developing the prototype of the stealth fighter, allowing both private and state-owned companies to participate in the bidding process [3] - The project is deemed crucial for the Indian Air Force, with a defense committee suggesting the inclusion of private companies in military aircraft manufacturing to support the Air Force and alleviate pressure on Hindustan Aeronautics Limited (HAL) [3] Group 2 - The Indian Air Force plans to equip its existing Rafale fighter jets with the domestically produced Astra air-to-air missile, which has a range of 110 kilometers, compared to the 60 to 80 kilometers range of the previously used MICA missile [3]