na[Table_Main] 行业研究|工业 证券研究报告 [Table_Title] 低空经济稳中有升，看好工程机械发展 ——机械行业周报 [Table_Summary] 报告要点： 周度行情回顾 2025 年 9 月 7 日至 9 月 12 日，上证综指上涨 1.52%，深证成指上涨 2.65%，创业板指上涨 2.10%。其中申万机械设备上涨 3.52%，相较 沪深 300 指数跑赢 2.13pct，在 31 个申万一级行业中排名第 7。细分 子行业来看，申万通用设备/专用设备/轨交设备Ⅱ/工程机械/自动化设 备分别涨 2.90%/3.13%/2.46%/0.42%/7.09%。 重点板块跟踪 工业行业周报、月报 2025 年 09 月 16 日 低空经济板块：9 月 8 日，工信部与市场监管总局联合印发《电子信 息制造业 2025-2026 年稳增长行动方案》，指出将加快制定《民用无 人驾驶航空器唯一产品识别码》强制性国家标准，并加强监督检查， 同时推动北斗与低空经济等多领域融合。9 月 12 日，交通运输部印发 《交通强国建设试点申报方向指引（2025 年）》，涉及低空交通运输应 用场景培育、规划编制 ...

Core Viewpoint - China National Nuclear Corporation (CNNC) launched the "Eight Directions Nuclear Protection" technical service product and signed strategic cooperation agreements with partners from Russia, France, the United States, and China, marking a significant step in expanding the international nuclear power service market and contributing to the sustainable development of global nuclear energy [1][2]. Group 1 - The "Eight Directions Nuclear Protection" product is a systematic integration and upgrade of CNNC's nearly 400 reactor-years of operational experience and technical capabilities, showcasing unique advantages in strength, leading standards, and deep integration with digital technology [1][2]. - The product aims to adapt to the diversified demands of the future nuclear power market and is positioned as a one-stop leader in nuclear power technical services, covering all aspects from initial production preparation to long-term operational support and specialized maintenance [2]. Group 2 - The launch event was attended by over 140 representatives from more than 70 domestic and international nuclear power-related enterprises, engineering construction companies, technical support units, operation and maintenance service units, equipment suppliers, research institutes, and universities [3]. - CNNC plans to enhance cooperation with various partners in technology collaboration, market development, standard building, and cultural exchange, promoting the "Eight Directions Nuclear Protection" brand and contributing to high-quality global nuclear energy development [2].