Core Viewpoint - Aileda announced on July 31 that its main business is divided into four segments: CNC precision machining, special process treatment, component assembly, and finished product R&D design, focusing on the full process of aerospace components [2] Group 1: Business Segments - The company’s main business revolves around the full process of aerospace components [2] - The business gradually extends from product process operations to finished product R&D projects [2] - The company aims to excel in precision machining, strengthen special processes, optimize assembly, and enhance finished product design in a comprehensive development approach [2]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300395 | 菲利华 | 84.40 | 5.47% | 27.62万 | | 23.48亿 | | 688708 | 佳驰科技 | 84.10 | 3.98% | 3.84万 | | 3.17亿 | | 300581 | 晨曦航空 | 22.64 | 2.58% | 71.54万 | | 16.00亿 | | 688297 | 中无人机 | 59.75 | 2.00% | 14.22万 | | 8.40亿 | | 002933 | 新兴装备 | 36.68 | 1.49% | 9.31万 | | 3.44亿 | | 300696 | 爰乐达 | 23.94 | 1.27% | 21.06万 | | 5.07亿 | | 002651 | 利君股份 | 12.24 | 1.24% | 33.85万 | | 4.12亿 | | 688685 | 迈信林 | 53.60 | 0.60% | 2.94万 | | 1.57亿 | | 60 ...

中邮证券表示，展望2025年，军工行业订单有望迎来拐点，在服务于提升装备性能或降低装备成本的新 技术、以新域新质作战力量为代表的新产品、军贸和军用技术转化带来的新市场方向或蕴含更大弹性。 建议关注航空航天主线。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 航空航天ETF天弘（159241）紧密跟踪国证航天指数，按申万一级行业分类，该指数以超98%的国防军 工行业权重形成显著特征，是全市场军工含量最高的指数。按申万二级行业分类，国证航天指数"含航 量"较高，航空装备与航天装备两大核心板块则占据66%权重，深度聚焦大飞机研制、低空经济、商业 航天等新兴领域航空航天装备产业链关键领域。 消息面上，据央视新闻，7月30日15时49分，我国在海南商业航天发射场使用长征八号甲运载火箭，成 功将卫星互联网低轨06组卫星发射升空，卫星顺利进入预定轨道，发射任务获得圆满成功。此次发射， 长征八号甲火箭实现了全流程自动化、起飞主动漂移控制、过冷液氧加注等多项技术创新。这次发射是 长征系列运载火箭的第586次飞行。 东吴证券指出，随着多重因素推动我国低轨卫星发射进程加速，预计 ...

Core Viewpoint - The company has not engaged in technical cooperation with eVTOL enterprises such as EHang, despite the rising significance of the low-altitude economy in national strategy and the projected market size of 1.5 trillion yuan by 2025 [1] Group 1 - The low-altitude economy is expected to reach a market size of 1.5 trillion yuan by 2025 [1] - The company possesses inherent advantages in aviation equipment technology within the drone and eVTOL sectors [1] - The company has not established any partnerships with EHang or similar eVTOL companies [1]

Core Viewpoint - The 2025 Hunan (International) General Aviation and Low Altitude Economy Industry Expo aims to enhance industrial cooperation between Hunan and Guangdong, attracting high-quality resources from the Guangdong-Hong Kong-Macao Greater Bay Area to promote high-quality industrial development [1][2]. Group 1: Event Overview - The event is organized by the 2025 Hunan Low Altitude Expo Organizing Committee, with support from various local government bodies, focusing on low altitude economic development [1]. - Hunan is the first province in China to implement comprehensive low altitude airspace management reforms, achieving significant results in policy support, infrastructure, industry cultivation, and application scenarios [1]. Group 2: Industry Development - Hunan aims to build a low altitude economic ecosystem integrating "R&D, manufacturing, operation, and finance," with an expected industry scale exceeding 50 billion yuan by 2024 [1]. - The expo has successfully held three sessions, attracting over 1,000 participating companies and facilitating nearly 100 project signings [1]. Group 3: Expo Features - The current expo emphasizes four characteristics: diversification, multidimensionality, multi-level, and multi-scenario, covering the entire industry chain from high-end equipment manufacturing to emergency rescue [2]. - The event will feature interactive scenarios such as a low altitude science experience hall and an aviation market, with an expected attendance of 100,000 visitors [2]. Group 4: Partnerships and Collaborations - Various associations, including the China Aircraft Owners and Pilots Association and the Guangdong-Hong Kong-Macao Greater Bay Area Low Altitude Economy Drone Association, signed cooperation agreements to enhance guest invitations, investment attraction, and industry connections [2]. - Following the event, representatives from Hunan and Guangdong enterprises reached preliminary cooperation intentions in areas such as drone logistics, low altitude tourism, and aviation manufacturing [2].

Group 1 - The stock price of Beimo Gaoke as of July 30, 2025, closed at 30.42 yuan, down 1.55% from the previous trading day, with a trading volume of 275 million yuan [1] - Beimo Gaoke's main business includes the research, development, production, and sales of aircraft brake systems and related products, covering aerospace and low-altitude economy sectors [1] - The company has indicated that developing civil aviation business is a key strategic direction for the future, planning to expand into international markets through its subsidiary, Saini Aviation [1] Group 2 - Beimo Gaoke has entered the supply chain systems of Air China and China Southern Airlines, actively promoting the application of new materials across various fields [1] - On July 30, the net outflow of main funds for Beimo Gaoke was 24.14 million yuan [1]

具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即买三、买四，合计买入金额1974.67万 元，卖出金额280.40万元，合计净买入1694.27万元。 资金流向方面，今日该股主力资金净流入8240.25万元，其中，特大单净流入9271.71万元，大单资金净 流出1031.46万元。近5日主力资金净流入7069.41万元。（数据宝） 恒宇信通7月30日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 开源证券股份有限公司西安西大街证券营业部 | 5318.96 | 0.00 | | 买二 | 国泰海通证券股份有限公司上海松江区中山东路证券营 业部 | 4019.92 | 0.00 | | 买三 | 机构专用 | 1324.94 | 257.21 | | 买四 | 机构专用 | 649.73 | 23.19 | | 买五 | 国金证券股份有限公司深圳分公司 | 580.76 | 168.00 | | 卖一 | 长江证券股份有限公司仙桃仙桃大道证券营业部 | 2.61 | ...

Core Viewpoint - The company, Beimo Gaoke (002985), is the only domestic enterprise capable of providing a full industry chain solution for landing gear systems, focusing on independent control in the braking field [1] Group 1: Company Developments - The company has entered the supply chain systems of China National Aviation (CNA) and China Southern Airlines (CSA) [1] - The subsidiary, Shaanxi Lantai, has also entered the supply chain of CNA [1] - Another subsidiary, Shanghai Kaiben, has become a component maintenance provider for CSA [1] Group 2: Future Outlook - The company encourages stakeholders to pay attention to future announcements regarding its civil aviation business progress [1]

Investment Rating - The report provides a positive investment outlook for the medical equipment sector, highlighting potential growth opportunities due to recent procurement trends and market recovery [1]. Core Insights - The medical equipment sector has shown a significant recovery in procurement since Q4 2024, with expectations for financial performance to reflect this recovery by Q3 2025 [1]. - The technology sector is expected to benefit from the commercialization of tier 1 generative models, which could lead to a revaluation of core business segments [1]. - The beverage industry, particularly Dongpeng Beverage, is experiencing strong sales growth, driven by new product launches and market expansion [1]. - The semiconductor equipment sector is seeing increased demand, with a focus on expanding production capabilities and meeting the needs of major clients [1]. - The aerospace and defense sector is positioned for growth as it aligns with national strategic goals, despite facing some operational challenges [1]. - The chemical sector is witnessing a recovery in performance, supported by favorable domestic policies and improving pricing power [1]. - The rare earth industry is expected to see significant growth due to rising demand in high-growth areas such as electric vehicles and robotics [1]. Summary by Category Medical Equipment - The report emphasizes the strong bidding performance of companies in the ultrasound and endoscopy segments, with notable growth in market share expected in 2025 [1]. Technology - The report highlights the potential for revenue growth driven by the deepening of platform capabilities and international expansion strategies [1]. Beverage - Dongpeng Beverage is noted for its rapid sales growth, with new product lines contributing to a more robust revenue stream [1]. Semiconductor Equipment - The report indicates that the company is transitioning from a focus on panel testing to semiconductor equipment, with expectations for significant revenue growth in this area [1]. Aerospace and Defense - The report outlines the strategic importance of the aerospace sector in national planning, with a focus on achieving operational goals despite regulatory challenges [1]. Chemicals - The report discusses the positive outlook for the chemical sector, driven by improved pricing and demand recovery [1]. Rare Earth - The report notes a substantial increase in production and sales in the rare earth sector, driven by strong demand in emerging technologies [1].

证券之星消息，7月30日航空装备板块较上一交易日下跌1.49%，博云新材领跌。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。航空装备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300965 | 恒宇信通 | 70.06 | 20.01% | 4.24万 | 2.84亿 | | 688586 | 江航装备 | 12.58 | 3.88% | 33.54万 | 4.24亿 | | 600372 | 中航机载 | 12.72 | 2.25% | 113.20万 | 14.53 Z | | 688122 | 西部超导 | 55.88 | 2.03% | 19.72万 | 11.05亿 | | 688708 | 佳驰科技 | 80.88 | 1.61% | 3.61万 | 2.91亿 | | 871642 | 通易航天 | 19.61 | 1.13% | 11.03万 | 2.19亿 | | 837006 | 晟僧科技 | 3 ...