大飞机制造
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3个大项目暴露莫迪野心!特朗普不许印度学中国,关税或涨到500%
Sou Hu Cai Jing· 2026-01-09 07:09
此外,莫迪还根据印度的社会情况推出了女性司机服务,主要为女性客户提供打车服务。考虑到印度治安问题,很多女性不敢轻易叫出租车,而女 性司机服务不仅能满足她们的出行需求,还能进一步挖掘女性消费者市场。莫迪的这些措施显得非常有心,但要想凭这两项举措就能带动印度电动 汽车的发展,或许还有些困难。 第三个领域是大飞机项目。印度希望效仿中国,研发属于自己的商用客机。1月5日,英国广播公司BBC报道称,印度认为它将成为全球客运需求增 长最快的航空市场之一,未来十年内,全球客机的需求缺口至少有1000架。为了减少对波音和空客的依赖,印度计划自己研发商用客机。由于印度 在客机技术方面的积累较少,预计要实现这一目标需要数十年。因此,印度决定与俄罗斯合作。 莫迪为了实现印度大国梦,竟然邀请俄罗斯共同效仿中国,计划在三个领域追赶中国的脚步。为了这个目标,莫迪豪掷巨资,仅在一个项目上就投 入了4000亿。然而,莫迪的梦想才刚起步,就被特朗普横空出世打破。特朗普不仅切断了印度的资金链,还威胁莫迪,如果不配合,将会对印度加 征高达500%的关税。这一举动,令莫迪的梦想再次遭遇重创。显然,特朗普决心不允许印度成为下一个中国。 最近,莫迪采取 ...
事关AI,八部门重磅发布
Zheng Quan Shi Bao· 2026-01-07 11:00
八部门:推动模型轻量化部署,加快在工业场景落地应用 开发高水平行业模型。支持模型训练和推理方法创新,开发适应制造业实时性、可靠性、安全性特点的 高性能算法模型。培育重点行业大模型,发展"云-边-端"模型体系,持续提升泛化能力。打造面向工 业细分场景小模型,鼓励大小模型协同创新。推动模型轻量化部署,加快在工业场景落地应用。打造模 型公共服务平台,提供高水平模型及配套工具服务。 八部门:推动人工智能技术融入大飞机、船舶等重大技术装备研发、制造、运行,发展无人机等智能低 空装备 工信部等八部门印发《"人工智能+制造"专项行动实施意见》。 其中提出,到2027年,我国人工智能关键核心技术实现安全可靠供给,产业规模和赋能水平稳居世界前 列。推动3—5个通用大模型在制造业深度应用,形成特色化、全覆盖的行业大模型,打造100个工业领 域高质量数据集,推广500个典型应用场景。培育2—3家具有全球影响力的生态主导型企业和一批专精 特新中小企业,打造一批"懂智能、熟行业"的赋能应用服务商,选树1000家标杆企业。建成全球领先的 开源开放生态,安全治理能力全面提升,为人工智能发展贡献中国方案。 八部门:支持突破高端训练芯片、端侧 ...
为什么没人再提中国制造2025了,美国也没提了,美转而拿产能说事
Sou Hu Cai Jing· 2025-12-08 17:09
2018年,白宫那份301调查报告,恨不得把"中国制造2025"刻在关税清单的抬头。特朗普举着大棒,发 誓要把这十个领域打回石器时代。 越打越强的"反向指标" 回想当年,特朗普政府赶在清明节前发布建议清单,1333项商品,刀刀砍向信息技术、航空航天、机器 人。 那会儿白宫贸易顾问纳瓦罗说得直白:"就是针对'中国制造2025'。"美国人算盘打得精,以为加了25% 的关税,就能锁死中国产业升级的咽喉,把中国永远钉在做衬衫、装玩具的低端流水线上。 结果呢?看看现在的成绩单,简直是给五角大楼的一记耳光。 2024年4月,《南华早报》不想给面子也得给,直接甩出一组数据:"中国制造2025"涵盖的10个关键领 域、超200个目标中,中国已经实现了超过86%。当年被美国重点关照的领域,现在全成了中国的"王 牌"。 信息技术领域,美国拉着盟友围追堵截,芯片禁令一道接一道。结局是华为没死,5G基站插满了神州 大地。 六年过去,华盛顿突然"失忆"了。没人再提那份清单,也没人再喊那个年份。不是他们忘了,是他们不 敢看了。 因为那张曾经被嘲笑的蓝图,如今已经变成了让他们睡不着觉的战报。沉默,是最大的承认;改口,是 无奈的悲鸣。 国产 ...
中国工程院为新当选院士颁证,专家团队和家属分享感人故事
Xin Jing Bao· 2025-12-05 09:59
新疆医科大学校长阿吉艾克拜尔·艾萨在博士毕业后,毅然回到新疆,立志要挖掘民族药的宝藏。那 时,新疆民族药研究尚处于起步阶段,资料匮乏、技术落后,他毫不退缩,从基础做起,一次次实验、 一遍遍改进,终于取得了一系列突破性成果,为新疆民族药的现代化、产业化发展奠定坚实基础。"我 首先要表达我的理解。理解他深夜实验室的灯光,理解他节假日仍在工作的身影,理解他为了一个数据 反复验证的执着。"他的妻子古丽扎尔·沙比提作为院士家属发言时表示,他常常对孩子们说:"做学问 要耐得住寂寞,做人要守得住初心。"这句话不是空洞的教诲,而是他用数十年光阴践行的准则。 新京报讯(记者张璐)12月5日,中国工程院在北京举行2025年当选院士学习教育暨颁证仪式。中国工 程院党组书记、院长李晓红向2025年新当选的71名中国工程院院士颁发证书。 本次工程院增选院士有在国防和国家安全领域的"铸剑者",隐姓埋名、默默攻关;有宁德时代 (300750)、比亚迪(002594)、金发科技(600143)等民营科技企业的"弄潮儿",在新能源新材料、 智能制造等赛道敢为人先;有6位扎根西部边远地区的"坚守者",把论文写在祖国更广袤的大地上;有8 位女性科 ...
晚报 | 10月23日主题前瞻
Xuan Gu Bao· 2025-10-22 14:35
AI Glasses - Samsung officially enters the AI glasses market, collaborating with Google and well-known eyewear brands to integrate AI technology with fashion design [1] - The first AI glasses without display functionality are expected to debut in 2026, with AR display versions to follow, competing directly with Meta's Ray-Ban smart glasses [1][2] - The AI glasses market has seen explosive growth, with nearly 30 new products launched in the first half of 2025 and a projected market size of $300-500 million by 2026 [2] Aerospace Industry - Airbus has inaugurated its second A320 assembly line in Tianjin, which is expected to double its production capacity in China [2] - The new assembly line will enhance Airbus's global production flexibility and help achieve a target of 75 A320 aircraft per month by 2027 [3] Commercial Space - The first "Xiong'an-made" satellite, "Xiong'an No. 1," has completed production, focusing on key technological innovations to enhance satellite capabilities [3] - The satellite aims to provide high-performance computing services in various sectors, promoting the development of a satellite constellation [4] Quantum Computing - A new method for calculating electromagnetic response based on the HHL algorithm has been proposed, marking a significant advancement in quantum computing applications [4][5] - Quantum computing is seen as a transformative technology with potential applications across finance, healthcare, and energy sectors, expected to reach a market size of hundreds of billions by 2030 [5] Geothermal Energy - The National Energy Administration is promoting the use of deep geothermal energy for heating, encouraging the adoption of sustainable technologies [6] - Geothermal energy is recognized for its clean and renewable characteristics, aligning with green development goals [6] Macro and Industry News - The State Administration of Foreign Exchange reported high net inflows of funds under the goods trade category in September, with stable cross-border capital flows in services and investment income [7] - Shenzhen aims to support leading companies in strategic emerging industries to engage in mergers and acquisitions, targeting a total market value of listed companies to exceed 20 trillion yuan by 2027 [9]
A股五张图:今天真不太算是“A股买单”
Xuan Gu Bao· 2025-06-13 10:34
Market Overview - The overall market experienced a decline, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index falling by 0.75%, 1.1%, and 1.13% respectively, as over 4,400 stocks declined and only around 800 stocks rose [4] - The drop was primarily seen in previously strong stocks and themes, indicating a potential negative impact on market sentiment [5] Oil and Gas Sector - The oil and gas sector opened strong due to geopolitical tensions between Israel and Iran, leading to a significant rise in oil futures [6] - Notable stocks such as Junyou Co., Beiken Energy, and others hit the daily limit up, with the oil and gas and oil service sectors closing up by 1.18% and 5.26% respectively [8][7] Gold Sector - The gold sector also saw a strong performance, with stocks like Xiaocheng Technology and others rising significantly, leading to an overall increase of 4.17% in the gold sector [8] Military Industry - The military sector, particularly focused on nuclear pollution prevention and large aircraft concepts, saw stocks like Jieqiang Equipment and others hit the daily limit up, with the sector closing up by 3.6% [12][14] Digital Currency and Stablecoin - News regarding Ant Group's plans to apply for stablecoin licenses in Hong Kong and Singapore led to a surge in related stocks, with companies like Hefei Urban Construction and Junzheng Group experiencing significant gains [18][20] - The market reacted positively to the stablecoin concept, with various stocks showing strong performance, although some experienced high volatility [22][23]
山西证券研究早观点-20250609
Shanxi Securities· 2025-06-09 05:56
Group 1: New Stock Market Insights - The new stock market activity has decreased, with the first-day gains and opening valuations of new stocks in May declining across the three major boards [5][4] - In the past week, 10 new stocks recorded positive gains, accounting for 20.83% of the total, down from 26.53% previously [5] - The main board saw a new stock, Guqi Textile Materials, debut with a first-day gain of 148.34% and an opening valuation of 34.86 times [5] Group 2: Automotive Industry Developments - Multiple companies are accelerating their layouts to compete in the trillion-level unmanned logistics market, with significant growth in the sector [6][8] - As of 2024, the scale of unmanned delivery vehicles has exceeded 6,000 units, delivering over 100 million orders across more than 100 sub-segments [8] - The unmanned delivery vehicle industry is expected to see a substantial increase in production, with New Stone Technology delivering over 1,000 unmanned vehicles monthly, projecting a monthly delivery of 2,000 units in the second to third quarters of 2025 [9] Group 3: Aviation Industry Insights - The development of China's large aircraft has faced challenges but has ultimately succeeded with the C919, marking a significant milestone in the country's aviation industry [13][14] - The demand for large aircraft is shifting towards the Asia-Pacific region, with China projected to receive 9,323 new aircraft over the next 20 years, representing 21.3% of global deliveries [13] - China Commercial Aircraft Corporation (COMAC) is positioned as a potential disruptor in the duopoly of Boeing and Airbus, benefiting from domestic demand and the successful rollout of the C919 [13][16] Group 4: Non-Banking Financial Sector - The regulatory body is developing evaluation methods for financial services, emphasizing technology finance as a key assessment indicator [15][17] - The evaluation framework includes a scoring system that prioritizes technology-related financing activities, reflecting the regulatory focus on enhancing services for technology enterprises [17] - Recent regulatory changes aim to improve corporate governance among listed companies, promoting better practices and protecting minority investors [17]
中国电商App霸榜美国下载前三!星徽股份、跨境通、生意宝直线拉涨停
Zhong Guo Ji Jin Bao· 2025-04-21 03:26
Group 1 - Chinese e-commerce apps dominate the top three spots in the US download rankings, with Alibaba International surpassing Walmart to become the third most downloaded shopping app [6][8] - The top three apps in the US App Store are Taobao, Dunhuang.com, and Alibaba International, indicating strong performance of Chinese e-commerce platforms [6][8] - Dunhuang.com has seen explosive growth, with transaction volume in 97 countries increasing over 100%, particularly in the US, UK, Canada, France, and Australia [8][9] Group 2 - The surge in Dunhuang.com's transaction volume and user base is attributed to the restructuring of global trade patterns and the advantages of the Chinese supply chain [9] - This growth is expected to attract more capital and businesses to the cross-border e-commerce sector, providing opportunities for Chinese SMEs to expand into overseas markets [9] - The cross-border e-commerce boom is also benefiting related sectors, including cross-border payment companies, which have seen significant stock price increases [9][10] Group 3 - The A-share market is experiencing a positive trend, with major indices rising and over 4100 stocks gaining, driven by the performance of gold-related stocks and state-owned banks [4] - The cross-border e-commerce sector is expected to see a short-term boost in sentiment, with specific opportunities identified in cross-border e-commerce service providers, logistics companies, and high-growth category suppliers [9] - The domestic aviation sector is also active, with the C919 aircraft entering commercial operations and production targets being raised, indicating strong future demand [12][13]