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宝利国际:9月12日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-09-12 13:00
(记者 曾健辉) 截至发稿,宝利国际市值为39亿元。 每经头条(nbdtoutiao)——到底是不是预制菜?罗永浩大战贾国龙!记者实探西贝后厨,厨师长谈罗 永浩点的烤鱼:需门店二次切配等,不是加热即食 每经AI快讯,宝利国际(SZ 300135,收盘价:4.2元)9月12日晚间发布公告称,公司第六届第二十五 次董事会会议于2025年9月12日在公司会议室召开。会议审议了《关于修订 <公司章程> 的议案》等文 件。 2025年1至6月份,宝利国际的营业收入构成为:沥青行业占比97.0%,通用航空占比3.0%。 ...
万丰奥威股价涨5.47%,中信建投基金旗下1只基金重仓,持有20.86万股浮盈赚取20.65万元
Xin Lang Cai Jing· 2025-09-12 02:20
Group 1 - The core viewpoint of the news is the performance and financial status of Zhejiang Wanfeng Aowei Aviation Co., Ltd., highlighting its stock price increase and market capitalization [1] - As of September 12, Wanfeng Aowei's stock rose by 5.47%, reaching a price of 19.09 yuan per share, with a trading volume of 1.069 billion yuan and a turnover rate of 2.71%, resulting in a total market value of 40.534 billion yuan [1] - The company, established on September 30, 2001, and listed on November 28, 2006, focuses on lightweight automotive metal components and general aviation aircraft manufacturing, with automotive lightweight parts accounting for 80.82% of its revenue and general aviation aircraft manufacturing making up 19.18% [1] Group 2 - From the perspective of fund holdings, Wanfeng Aowei is a significant investment for the CITIC Jiantou Fund, with the CITIC Jiantou Zhixiang Life A fund holding 208,600 shares, unchanged from the previous period, representing 5.61% of the fund's net value [2] - The CITIC Jiantou Zhixiang Life A fund, established on November 4, 2020, has a total scale of 36.0491 million yuan, with a year-to-date loss of 9.76% and a one-year return of 2.5% [2] - The fund manager, Zhou Ziguang, has been in position for 8 years and 111 days, with the fund's total assets amounting to 1.034 billion yuan, achieving a best return of 26.27% and a worst return of -47.73% during his tenure [3]
樟坑径直升机场预计后年建成
Shen Zhen Shang Bao· 2025-09-11 23:17
Core Insights - Longhua District is rapidly developing its low-altitude economy, with 445 related enterprises gathered, accounting for 23% of the city's total [1][2] - The establishment of the Zhangkeng Direct Helicopter Airport is a significant milestone, expected to be completed by the end of 2027, enhancing the region's role in low-altitude economic activities [1] - The district's low-altitude infrastructure includes a comprehensive system of one general aviation airport, one air-rail intermodal demonstration point, multiple public service take-off and landing points, and various commercial take-off facilities [2] Industry Development - The low-altitude economy in Longhua is supported by a projected revenue of 3.8 billion yuan (approximately 0.54 billion USD) in the first half of 2025, with a year-on-year growth rate of 14% [2] - The industrial drone application cluster in Longhua has been recognized as a distinctive cluster for small and medium-sized enterprises in Guangdong Province for 2025, featuring notable companies like Meituan Drone and Rongqi [2] - The Shenzhen Low Altitude Infrastructure High-Quality Construction Plan (2024-2026) aims to establish a network of a thousand flight routes and landing points, promoting collaborative development across several districts [1]
海通国际:25H1通用航空需求显韧性 交付机型呈现分化格局
智通财经网· 2025-09-11 08:28
Core Viewpoint - The global general aviation aircraft market is showing robust growth, with total deliveries reaching 1,432 units in the first half of 2025, a year-on-year increase of 4.3%, and market size exceeding $1.225 billion, up 9.9% year-on-year, indicating a positive trend in market value enhancement [1][2]. Market Performance - In Q2 2025, the market saw significant improvement, with deliveries reaching 800 units, a quarter-on-quarter increase of 26.6%, despite a slight year-on-year decline of 5.0%. The market size in Q2 was $721 million, a quarter-on-quarter surge of 43.1% and a year-on-year increase of 0.8% [2]. - The demand for general aviation remains resilient despite macroeconomic uncertainties, with a shift towards higher-end products driving market size growth [2]. Delivery Type Differentiation - The delivery types in the first half of 2025 showed a clear differentiation: piston aircraft deliveries reached 810 units, up 5.1% year-on-year, while turbine aircraft deliveries were 622 units, down 3.3% year-on-year. This trend was more pronounced in Q2, with piston aircraft deliveries at 452 units, showing a quarter-on-quarter increase of 26.3% [3]. - The strong performance of piston aircraft is attributed to the growing popularity of personal and leisure aviation, while turbine aircraft face challenges due to higher costs and longer procurement cycles [3]. Competitive Landscape - The competitive landscape in the global general aviation market is becoming increasingly concentrated, characterized by a "one strong, one leading" dynamic. The leading company, Cirrus, delivered 350 units with a year-on-year growth of 31.0%, capturing 24.4% of the market share [4]. - The second player, Daher, delivered 300 units with a year-on-year growth of 19.0%, maintaining strong growth across quarters. Together, these two companies hold over 45% of the market share, highlighting the trend of resource concentration towards leading firms [4]. Structural Opportunities - Key market drivers include strong demand in North America and the Asia-Pacific region, particularly due to the implementation of low-altitude economic policies in China, which inject new growth momentum into the market [5]. - The increasing share of turboprop and jet aircraft deliveries is optimizing product structure and driving up average unit prices. Additionally, demand in specialized applications such as emergency rescue and business travel is expanding the high-end aircraft market [5]. Investment Recommendations - The industry is expected to maintain steady growth in the second half of 2025, with a focus on three investment directions: opportunities for leading companies to increase market share, value opportunities from the rising share of high-end models, and innovation opportunities from new technology applications [6]. - Companies like Cirrus and Daher are expected to benefit from their product advantages and channel capabilities, while innovations such as electric vertical takeoff and landing (eVTOL) and hybrid technologies are anticipated to drive market growth [6].
医疗保障再添“生命之翼” 全国首架C909医疗机在郑交付
He Nan Ri Bao· 2025-09-11 00:19
中豫航空集团是河南省属国有重要骨干企业,肩负着河南航空经济发展主引擎、现代航空枢纽建设主平台、 郑州—卢森堡"空中丝绸之路"建设主力军的职责使命。中国飞龙是目前我国通航机队规模最大、作业范围最 广、专业性最强的通用航空公司之一。 2024年1月,中豫航空集团所属河南航投集团对中国飞龙实现控股经营。今年5月,中国飞龙总部注册地迁移 工作顺利完成,正式落户河南。 中国飞龙相关业务负责人介绍,随着中国航空医疗市场需求快速增长,跨区域救援、重症转运和远程医疗等 任务对专业化设备提出了更高要求。作为C909医疗机的首家用户,中国飞龙将依托自身丰富的应急救援经验 和运行体系,探索建立覆盖全国的航空医疗救援网络,并将航空医疗服务向共建"一带一路"国家拓展,逐步 形成"国内立足、区域覆盖、国际延伸"的发展模式。 9月9日,中豫航空集团所属中国飞龙通用航空有限公司(以下简称"中国飞龙")在郑州接收中国商飞交付的 全国首架C909医疗机,这标志着国产商用飞机系列化发展实现新拓展。该架飞机交付后,将投入紧急救援、 远程医疗和重症转运等任务。 当天,C9生命之翼航空医疗联盟在郑州成立。该联盟由中国商飞公司、上海瑞金医院和中豫航空集团 ...
1H25通用航空市场观察:需求显韧性,龙头强者恒强
Investment Rating - The report suggests a positive outlook for the general aviation market, indicating steady growth in the second half of 2025, with full-year deliveries expected to grow by 5-7% and market scale growth maintaining a rate of 8-10% [12][13]. Core Insights - The general aviation market demonstrated resilience with stable volume and rising value, achieving total deliveries of 1,432 units in the first half of 2025, a year-on-year increase of 4.3%, and a market scale exceeding $1.225 billion, growing by 9.9% year-on-year [7][10]. - The second quarter of 2025 showed significant improvement, with deliveries reaching 800 units, a quarter-on-quarter increase of 26.6%, and a market scale of $721 million, surging 43.1% quarter-on-quarter [7][10]. - The market is evolving towards premium segments, with an increasing average unit value driving market scale expansion [10]. Summary by Sections Aircraft Delivery Trends - The first half of 2025 revealed a divergence in aircraft delivery types, with piston aircraft deliveries reaching 810 units (up 5.1% year-on-year) and turbine aircraft deliveries at 622 units (down 3.3% year-on-year) [8][9]. - In Q2 2025, piston aircraft deliveries were 452 units, showing a strong recovery with a quarter-on-quarter increase of 26.3%, while turbine aircraft deliveries reached 348 units, reflecting a significant quarter-on-quarter growth of 27.0% despite a year-on-year decline [8][9]. Competitive Landscape - The competitive landscape is characterized by a concentration of market share, with Cirrus leading with 350 deliveries (31.0% year-on-year growth) and Textron in second place with 300 deliveries (19.0% year-on-year growth) [9][10]. - Together, these two companies hold over 45% of the market share, benefiting from economies of scale and brand strength [9][10]. Market Opportunities - Key market drivers include strong demand in North America and Asia-Pacific, particularly due to China's low-altitude economy policy [10]. - The increasing proportion of turboprop and jet deliveries is optimizing product structure and driving average price increases [10]. - There is growing demand in professional application fields such as emergency response and business travel, expanding the market for high-end aircraft models [10]. Investment Recommendations - The report recommends focusing on three major investment directions: opportunities for market share growth among leading companies, value opportunities from high-end model demand, and innovation opportunities from new technology applications such as eVTOL and hybrid power [13].
南京航空航天大学教授张洪海:如何构建“城市空中交通体系”
Xin Hua Wang· 2025-09-07 09:30
新华网沈阳9月7日电(记者张琦)智联工业新图景,赋能场景新未来。2025全球工业互联网大会"人工 智能+工业场景融合发展论坛暨新华网思客会"于9月7日在辽宁沈阳举行。南京航空航天大学通用航空 与飞行学院副院长张洪海教授聚焦"城市空中交通"这一新兴工业场景,系统阐述了城市空中交通体系建 设的需求、架构、路径与实践。 图为南京 航空航天大学通用航空与飞行学院副院长张洪海 该体系建设不仅需要构建包括空中运营商、数字孪生底座、智能化起降设施、法律法规和专业人才在内 的有机整体,也需构建强大的"城市大脑"人工智能管控系统,建立端(终端设备)、网(通信网络)、 云(云端平台)、用(应用)多层次的数据融合体系,并完善装备安全、网络安全、数据安全及电磁环 境安全防护能力。 张洪海同时分享了南航大的经验,其研发团队开发的垂直起降飞行汽车已进入试飞阶段,并已在南航大 五个校区构建内部低空网络,实现了两个校区间的低空航线运行,为数字安全等问题提供了实践探索经 验。 当前,低空经济发展正从城郊向区域扩展,上海、沈阳等地已积极布局,展现了区域发展的新趋势。张 洪海强调,低空经济发展需依托"四大板块(制造+基建+保障+运营)、四轮驱动( ...
高空看低空:一座小镇的“飞天梦”
Xin Hua She· 2025-09-07 08:21
空中应急指挥机、智能飞控系统、幕墙清洗无人机……9月5日,在安徽省芜湖市开幕的2025低空经济发 展大会上,来自航空小镇的各种新产品、新技术、新工艺惊艳亮相,展示出低空经济的创新脉动。 从卫星图可以清晰看到如今的航空小镇已"蝶变"为一座产城融合"新高地"。新华社发 走进位于安徽省芜湖市湾沚区湾沚镇占地3.49平方公里的航空小镇内,可以"解锁"从航空零部件制造到 通航飞机和无人机整机研发、生产、维保、运营的全产业链,基本实现不出小镇可生产一架具备自主知 识产权的通航飞机。 2年前,"00后"芜湖姑娘孙梦琴入职航空小镇,成为安徽通用航空有限公司的一名航空科普专员,"让更 多的青少年通过家乡的航空小镇了解航空、了解低空经济,我感到很自豪。" 时钟拨回到十二年前,航空小镇所在地湾沚区湾沚镇和皖南其他农业乡镇并无二致,那时的孙梦琴还是 个"爱做梦"的小姑娘,但她做梦也没想到"高大上"的航空产业会在自己的家乡湾沚"展开双翼"。 坚持港产城融合发展的理念,芜宣机场积极建设专业航空货运枢纽港、国际航空器维修保障中心等产业 聚集区,通过卫星图对比可以看出芜宣机场朝着特色化、专业化、产业化机场方向演进。新华社发 以科技创新引领产 ...
安徽省芜湖市打造低空经济全产业链 相关企业抢抓发展机遇
Zheng Quan Ri Bao Wang· 2025-09-06 04:14
Group 1 - The "2025 Low Altitude Economy Development Conference" was held in Wuhu, focusing on "Scenario Innovation Leading Safe and Orderly Development" [1] - Wuhu has established a unique low altitude economy industrial chain, with over 200 companies in the sector, including 15 aircraft manufacturing enterprises [2] - Wuhu aims to strengthen international cooperation and regional collaboration to promote technological innovation and application expansion [3] Group 2 - The revenue of Wuhu's low altitude economy industrial chain is expected to exceed 46 billion yuan in 2024, with a year-on-year growth of over 15% [4] - Huaxia Yuntian Engine Maintenance Company announced the establishment of a PT6A engine maintenance base in Wuhu, designed to repair 100 engines annually [4] - The company plans to complete the design and core equipment bidding for the test stand by 2025, aiming for operational use by mid-2027 [4] - A drone industry base project with a total investment of 550 million yuan was also signed during the conference [4] Group 3 - The Wing Clean 02 dual tethered cleaning drone can operate at heights of 100 meters, efficiently cleaning the exterior of high-rise buildings [5] - The drone utilizes a high-pressure water gun and can switch to a powerful air cannon for quick drying, ensuring a clean finish without residue [5] - The company aims to leverage the conference platform to better communicate its new products and technologies to the market [5]
场景创新引领,安全有序发展!2025低空经济发展大会在安徽芜湖启幕
Sou Hu Cai Jing· 2025-09-06 04:03
Group 1 - The 2025 Low Altitude Economy Development Conference commenced in Wuhu, showcasing the achievements in low altitude economic development since its inception in 2022 [1][3] - The conference features five segments: "conference," "exhibition," "performance," "introduction," and "action," focusing on topics such as low altitude intelligence, international demand, and aircraft manufacturing [3] - Since the first conference, a total of 82 projects have been signed, with a total investment of 59.8 billion yuan [5] Group 2 - Wuhu has established a unique development path for low altitude economy, integrating resources from aviation materials, drones, and engines, creating a comprehensive industrial ecosystem [7] - In 2024, the revenue of Wuhu's low altitude economy industry reached 46.38 billion yuan, marking a year-on-year growth of 15.95%, with nearly 200 related enterprises [7][12] - Wuhu has developed 36 typical application scenarios, including the first long-distance drone logistics route and the first uninterrupted delivery service for ships on the Yangtze River [9] Group 3 - Wuhu's "Wuhu-made" drones and general aviation aircraft have achieved 100% localization of core technologies, with leading companies such as China Electronics Technology Group, Hangrui Power, and East China Optics emerging [10] - The low altitude economy's entire industrial chain revenue surpassed 46 billion yuan last year, with a continued double-digit growth in the first half of this year [12] - The future goal is to enhance the industrial ecosystem and strive for a trillion-yuan low altitude economy market [12]