随着科技进步和人们对高效便捷交通方式的需求增加,低空经济作为新兴的经济领域，近年来快速发 展，涵盖了低空旅游、航空运动、应急救援、农林植保等多个领域。其中,eVTOL作为未来城市空中交 通的重要工具,以全新的姿态为城市出行方式带来了一次革命,吸引了众多资本与企业的青睐。 据介绍，航材股份飞机座舱透明件事业部为该机型设计并研制了全机透明件,是AE200-100的核心供应 商。每一个透明件都是光学性能、结构强度与安全可靠性的集成体现,为"中国智造"的高端载客eVTOL 注入了清晰灵魂。 目前,AE200已储备千架商业订单,公司飞机座舱透明件事业部在低空领域市场取得关键性首胜,未来可 期。（燕云） AE200-100是国内首款载客全倾转型eVTOL,是我国低空经济领域的创新标杆产品,该机型首架机于9月29 日在成都正式下线,标志着国内大型载客eVTOL研发进入新阶段。航材股份(688563)飞机座舱透明件事 业部研制的全机透明件随着AE200-100首架机下线,在发布会上一同亮相,是公司飞机座舱透明件事业部 开拓低空领域的里程碑。 ...

资料显示，无锡航亚科技股份有限公司位于江苏省无锡市新东安路35号，成立日期2013年1月30日，上 市日期2020年12月16日，公司主营业务涉及航空发动机叶片、整体叶盘和骨科植入物锻件的研发、生产 和销售。主营业务收入构成为：航空产品91.40%，医疗产品7.62%，其他(补充)0.98%。 从基金十大重仓股角度 数据显示，华泰柏瑞基金旗下1只基金重仓航亚科技。中证2000（563300）二季度持有股数27.2万股， 占基金净值比例为0.33%，位居第七大重仓股。根据测算，今日浮盈赚取约35.09万元。 中证2000（563300）成立日期2023年9月6日，最新规模19.84亿。今年以来收益28.71%，同类排名 1965/4220；近一年收益41.62%，同类排名1072/3855；成立以来收益30.73%。 中证2000（563300）基金经理为柳军、李沐阳。 10月13日，航亚科技涨5.08%，截至发稿，报26.67元/股，成交1.47亿元，换手率2.21%，总市值68.91亿 元。 截至发稿，柳军累计任职时间16年136天，现任基金资产总规模4669.72亿元，任职期间最佳基金回报 137.86% ...

激浊扬清，周观军工 第139期： 可控核聚变或迎产业化加速推进 长江证券研究所军工研究小组 %% %% %% %% 2025-10-13 %% %% research.95579.com 1 证券研究报告 • 证券研究报告 • 评级 看好 维持 分析师及联系人 分析师 王贺嘉 分析师 王清 分析师 杨继虎 分析师 张晨晨 SAC执业证书编号：S0490520110004 SAC执业证书编号：S0490524050001 SAC执业证书编号：S0490525040001 SAC执业证书编号：S0490524080007 SFC执业证书编号：BUX462 分析师 张飞 分析师 李麟君 SAC执业证书编号：S0490525060003 SAC执业证书编号：S0490525080002 %% %% research.95579.com 2 01 可控核聚变：BEST杜瓦底座成 功安装，项目建设进入新阶段 02 模块电源：防务需求稳步复苏， AIDC加快建设牵引高景气周期 03 孟加拉国计划采购10CE战斗机， 重视军贸主机厂高端化破局机会 04 十四五务期必成甄选产品力提升、 渗透率提升客单价提升核心标的 目 录 % ...

Group 1 - The upcoming earnings season for U.S. companies is expected to provide insights into the current state of the U.S. economy, especially as the government shutdown continues and key economic data is delayed [1] - Major banks including JPMorgan Chase, Goldman Sachs, Citigroup, and Wells Fargo are set to report their Q3 earnings next week, with a focus on their economic outlook and potential layoffs [1] - TSMC, a key player in AI chip production for companies like NVIDIA and AMD, will also release its earnings, which are anticipated to be closely watched by investors [1] Group 2 - Significant events next week include the Sharm El-Sheikh Peace Summit, attended by over twenty world leaders, and the World Bank and IMF's annual meetings [2] - The Federal Reserve's officials, including Chair Jerome Powell, will be making public appearances ahead of the October meeting, which may influence market expectations [2][3] - Notable corporate events include NVIDIA's Global Summit and Oracle's AI World Conference, which are expected to showcase advancements in technology [3] Group 3 - SpaceX plans to conduct its 11th test flight of the Starship, marking a significant milestone for the second-generation spacecraft [4] - Rocket Lab, which has seen a 150% increase in stock this year, will execute a launch for Japanese satellite company Synspective [4] - Microsoft will cease free updates and support for Windows 10 after October 14, 2025, impacting enterprise customers who may need to pay for extended support [4] Group 4 - Key financial events include the announcement of the Nobel Prize in Economics, the release of the IMF's Global Economic Outlook, and various economic indicators from the Eurozone and the U.S. [5] - The Federal Reserve will publish its Beige Book, providing insights into economic conditions across the U.S. [5] - The week will also feature important CPI data releases from China and the Eurozone, which could affect market sentiment [5]

股东会作为公司权力机构，依法行使多项职权，包括选举董事、审议财务方案、决定重大交易和担保事 项等。股东会分为年度股东会和临时股东会，召开需遵循严格的召集、提案、通知和表决程序。董事由 股东会选举产生，任期三年，可连选连任，需遵守忠实和勤勉义务。 2025年10月10日，炼石航空科技股份有限公司对公司章程进行修订，旨在进一步规范公司组织与行为， 维护股东、职工和债权人合法权益。本次修订涵盖公司经营宗旨、股份管理、股东与股东会、党组织建 设、董事与董事会、高级管理人员、财务与审计等多方面内容。 炼石航空的经营宗旨为提供更优质、更高效、更低成本的航空零部件产品。公司经营范围包括飞机及发 动机零部件、燃气轮机零部件、无人机及系统、超高温合金的研发制造等，以及有色金属矿产开发和货 物技术进出口业务。 在股份方面，公司目前注册资本8.73100876亿元，股份总数87,310.0876万股，均为普通股。公司可通过 多种方式增减资本，在特定情形下可收购本公司股份，并对股份转让作出限制。股东享有获取股利、参 与股东会等权利，同时需承担遵守章程、缴纳股款等义务。 财务会计制度方面，公司需按规定披露定期报告，分配利润时应提取法定 ...

Domestic Market Overview - The A-share market opened positively in October, with the Shanghai Composite Index closing at 3933.97 points, up 1.32%, and the Shenzhen Component Index at 13725.56 points, up 1.47% [1][4][9] - The total trading volume of the entire A-share market reached 26,718 billion, showing an increase compared to the previous day [1][4][9] - Among the 30 sectors, 22 sectors saw an increase, with non-ferrous metals, steel, and coal leading the gains, while consumer services, media, and real estate experienced significant declines [1][4][9] Overseas Market Overview - The three major U.S. stock indices experienced slight declines, with the Dow Jones falling by 0.52%, the S&P 500 down by 0.28%, and the Nasdaq decreasing by 0.08% [2][4] - Boeing's stock dropped over 4%, leading the decline in the Dow, while the technology sector saw a slight increase, with Facebook rising over 2% and Nvidia up more than 1% [2][4] News Highlights - China has implemented export controls on rare earths, superhard materials, and lithium batteries, marking a significant regulatory move [3][11][14] - The National Development and Reform Commission and the State Administration for Market Regulation are addressing issues of price disorder to maintain a stable market price order [15] - The Ministry of Industry and Information Technology has adjusted the technical requirements for tax exemptions on new energy vehicles for 2026-2027 [16][17] - During the National Day and Mid-Autumn Festival holiday, domestic travel reached 888 million person-times, with total spending exceeding 809 billion [18]

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.It also includes access to the Zacks Style Scores. What a ...

报道称，美国官员和知情人士表示，美国防长赫格塞思上周五作出了推进上述选择的决定，美海军最早可能在 本周公布战机制造竞标的获胜者。 今年早些时候，洛克希德・马丁公司已被排除在F/A-XX项目竞标之外。 来源：环球时报 据环球时报援引路透社8日报道，美国官员和知情人士透露，经过数月的拖延，五角大楼最早将于本周选定一 家国防公司来设计和制造海军的下一代隐形战机。眼下，波音公司和诺斯罗普·格鲁曼公司正在竞争生产这款 名为F/A-XX的飞机。 不过有消息人士指出，过去，最后一刻的障碍曾延误美国海军战机的研发，这种情况也有可能再次发生。美国 海军和五角大楼未回应置评请求。 报道称，F/A-XX项目的延误凸显出人们对美国海军航空力量未来发展的广泛疑问。若该项目继续延迟或资金 不足，到21世纪30年代及以后，美国海军可能陷入无现代化舰载机可用的困境，这可能会削弱美国海军的力量 投送能力。 F/A-XX预计将具备先进的隐身能力和更强的续航能力，并能够与无人作战飞机和海军舰载防空系统集成。这 款新型舰载战机将取代自20世纪90年代以来服役的美国海军F/A-18E/F"超级大黄蜂"机队。 此前有报道指出，部分五角大楼官员以对工程技 ...

Core Viewpoint - Deutsche Bank analyst Scott Deuschle upgraded shares of Northrop Grumman to Buy from Hold, indicating a positive outlook for the company's stock performance [1] Summary by Category - **Analyst Upgrade** - Deutsche Bank upgraded Northrop Grumman's shares from Hold to Buy [1] - **Price Target Adjustment** - The price target for Northrop Grumman was increased to $700 from $575 per share, reflecting a significant upward revision [1]

Following a recent incursions into Polish airspace by Russian drones and amid the lingering war in neighboring Ukraine, Poland is lifting defense expenditures. At the Warsaw Security Forum on September 30, Polish Defense Minister Wladysaw Kosiniak-Kamysz said 2026 defense in the country will reach a record 4.8% of GDP. AI spending garners plenty of attention. But it's got a long way to go to get anywhere near global defense expenditures. Recent news flow confirms global defense spending is accelerating. Tha ...