暑假期间，山东联通在工信部"打猫行动"统一部署下，针对利用学生群体的兼职类诈骗及衍生黑灰产开展专项治理， 取得显著成效。 精准打击黑灰产业链 本月专项行动中，山东联通技术团队配合警方展开集中收网，打掉兼职诈骗引流团伙29个，抓获组织者及号卡倒卖人 员150余名，查获GOIP/VOIP设备400余台，收缴手机卡500余张。通过建立的"涉学涉诈"专项数据库，成功识别并劝阻 正参与"手机口"等涉诈兼职的学生800余人。 技术反制全面升级 山东联通本月完成反制系统三重升级：优化异常呼叫监测模型，高危区域设备识别准确率显著提升；建立暑期专项关 停通道，累计处置高风险号卡2万余张；完善AI预警劝阻机制，对疑似学生危险通信行为实施分级干预。 四类兼职陷阱需警惕 反诈中心梳理出学生最易中招的陷阱：一是"手机口"接线员，充当诈骗电话中转站；二是设备代安装工，非法安装 VOIP网关；三是号卡收购中介，收集他人手机卡获取佣金；四是资金"搬运工"，参与诈骗洗钱活动。这些兼职陷阱正 把不知情的学生推向违法犯罪深渊。 构建多方联防机制 山东联通创新建立"警企校"联防机制：与学校建立反诈联络员制度，组织"兼职风险自查"；联合公安机关对兼职 ...

Core Viewpoint - The development of the drone and general aviation industry in Zigong has been accelerated, with significant investments and strategic initiatives aimed at establishing a comprehensive industrial ecosystem and achieving substantial economic growth by 2035 [5][6][9]. Summary by Sections Achievements - The introduction of various enterprises such as the Civil Aviation Flight University of China and AVIC Drone has led to the formation of a complete industrial chain covering manufacturing, education, maintenance, and services [4]. - A total of 26 medical supply transport routes, 2 low-altitude food transport routes, and 3 large drone cargo transport routes have been established, along with 8 types of services including cross-regional weather modification and emergency communication rescue [4]. - Zigong has been selected as one of the first provincial-level strategic emerging industry clusters, innovation industry clusters, and advanced manufacturing industry clusters, becoming a key area for low-altitude economic development in the province [4]. Goals - By 2027, the aim is to cultivate over 3 globally competitive leading enterprises in the drone industry, achieve a production capacity of over 2,000 large and medium-sized drones, and train over 10,000 professionals in low-altitude economy [5]. - The scale of the drone and general aviation industry cluster is expected to exceed 50 billion by 2030 and 100 billion by 2035 [5]. Development Strategy - The establishment of a specialized drone manufacturing base in Zigong has been a strategic move to attract leading enterprises, with a focus on providing essential resources such as airspace and runways [6]. - The construction of a 2,500-meter runway was expedited from a planned 3-year timeline to just 8 months, facilitating the establishment of a drone production base with a total investment of 10 billion [6]. Industrial Ecosystem - The integration of various enterprises within the Zigong Aviation Industrial Park allows for a complete supply chain, significantly reducing costs and enhancing operational efficiency [7]. - The park has expanded its factory area from 20,000 square meters to 120,000 square meters over the past decade, with plans for an additional 70,000 square meters this year [8]. Application Scenarios - Drones are being utilized in agriculture for tasks such as planting and pesticide spraying, demonstrating significant efficiency improvements compared to traditional methods [9]. - In healthcare, drones can deliver blood supplies within 6 minutes, and they have improved logistics in remote areas, reducing delivery times from over an hour to just 5 minutes [10]. - The expansion of low-altitude economic applications is seen as crucial for further development, with plans to enhance services in short-distance transport, tourism, logistics, meteorological monitoring, and emergency rescue [10].

"旋翼无人机进场——5、4、3、2、1，起飞！"指令划破晴空。6月24日，河南濮阳国家危险化学品应急 救援基地，9架无人机应声腾跃，地面应急通信车内的"九宫格"大屏骤然点亮，多角度高清画面如鹰眼 般俯瞰整个演习区域，为应急救援演习指挥中枢注入现场洞察力。 这并非寻常演练。"这是我国首次以6G无蜂窝通信技术检验新质救援能力的实战演习。"在演习现场， 通号低空智能科技有限公司通信事业部负责人王啸阳目光如炬。这次演习以"通信车+9机集群"为平台， 一举实现三大突破——频谱效率提升10倍、多机切换零干扰和低空通信超远覆盖。这组硬核指标将应急 救援的通信覆盖与响应速度推向新高度。 技术突破的锋芒源于面向未来的坚实内核。东南大学教授、紫金山实验室普适通信研究中心主任黄永明 说："我们打破了以基站为中心的蜂窝组网架构，发展以用户为中心的6G无蜂窝广域低空覆盖新技术， 打通'集群通信—空中感知—地面指挥—多机协同'的秒级响应通路，可实现单站集群上千平方公里的超 大范围低空通信覆盖。" 面对浓烟弥漫或复杂电磁干扰的严苛环境时，高清视频何以稳定回传？物资投送任务如何并行不悖？黄 永明点明关键："集群智能调度通信系统如同空中交响乐 ...

Group 1 - President Xi Jinping emphasized the urgency of a ceasefire in the Middle East, stating that the use of force is not the correct way to resolve international disputes [1] - The Chinese photovoltaic industry is expected to see a significant production cut in Q3, with operating rates projected to decrease by 10%-15% [1] - The Ministry of Commerce announced it will expedite the review of export license applications related to rare earths, aiming to maintain global supply chain stability [1] Group 2 - The China Securities Index will officially launch the China Science and Technology Innovation Semiconductor Index on June 20, 2025, which will include 50 companies from the STAR Market and ChiNext [2] - The Ministry of Commerce highlighted the importance of China-EU economic and trade relations, emphasizing ongoing communication and cooperation [2] Group 3 - Kweichow Moutai announced a cash dividend of 27.673 yuan per share for the 2024 fiscal year, totaling 34.671 billion yuan [3] - Zhongqi New Materials reported that Starry Sky Technology has become its controlling shareholder [3] - Lianchuang Optoelectronics noted strong demand for drone countermeasure equipment in the Middle East [3] Group 4 - Fuhuang Steel Structure announced the termination of its plan to issue shares and pay cash for asset purchases [4] - Shengnuo Bio expects a significant increase in net profit for the first half of the year, projecting a year-on-year growth of 254%-332% [4] Group 5 - Zhongyan Chemical plans to agree to a capital reduction for Zhongyan Alkali Industry, which is expected to constitute a major asset restructuring [5] - Kanda New Materials intends to acquire at least 51% of Zhongke Huamei's shares to expand into the semiconductor integrated circuit field [6] Group 6 - Times Publishing clarified that it does not engage in stablecoin business and has a minimal indirect stake in JD Technology [8] - Sanhua Intelligent Controls confirmed the final price for its H-share issuance at 22.53 HKD per share [9] Group 7 - Taiji Co. announced that Changjiang Industrial Group will become its indirect controlling shareholder, with stock resuming trading on June 20, 2025 [10] - Guosen Securities received approval from the Shenzhen Stock Exchange for its acquisition of 96.08% of Wanhe Securities [10] Group 8 - Zhongsheng Pharmaceutical completed the first participant enrollment for its Phase III clinical trial of the innovative drug RAY1225 for obesity [11] - Yuncong Technology stated that its multi-modal AI technology for live detection can be applied to stablecoin wallet scenarios [12]

Focus Events - Guosen Securities has received approval from the Shenzhen Stock Exchange for the acquisition of 96.08% of Wanhe Securities, marking the third broker merger project approved since last year, pending further approval from the CSRC [1] - The People's Bank of China is set to announce the June Loan Prime Rate (LPR), with the current 1-year LPR at 3% and the 5-year LPR at 3.5% [1] Macro News - He Lifeng, a member of the Political Bureau of the CPC Central Committee, stated at the Qingdao Summit that China is an ideal, safe, and effective investment destination for multinational companies due to its vast domestic market and complete industrial system [1] Industry Dynamics - Three departments have mandated that car manufacturers must not engage in exaggerated or false advertising and must uphold product quality, emphasizing long-term responsibility and avoiding short-term cost-cutting measures [4] - The Chinese photovoltaic industry is expected to see a significant production cut of 10% to 15% in the third quarter as part of a "production limit to maintain prices" strategy [6] - The Ministry of Commerce announced it will expedite the review of rare earth export license applications to maintain global supply chain stability [6] Company Focus - Suning.com plans to sell four Carrefour subsidiaries for a total of 4 yuan, which is expected to increase the company's net profit by approximately 572 million yuan [9] - CATL intends to use up to 4.5 billion yuan of idle fundraising for cash management in safe, liquid deposit products [9] - Xiaomi has invested 635 million yuan to acquire 728 acres of industrial land in Beijing for the construction of a new energy intelligent connected vehicle manufacturing project [9][10] - Jinzongzi Wine clarified that it is not exiting the liquor industry, but is standardizing its business scope in compliance with regulatory requirements [11] - Konda New Materials plans to acquire at least 51% of Chengdu Zhongke Huamei Electronics to expand into the semiconductor integrated circuit sector [11] - Online and Offline announced a potential change in control, leading to a temporary suspension of its stock [12] - Taiji Co. announced that the Hubei State-owned Assets Supervision and Administration Commission has become the controlling shareholder, with stock resuming trading [13][14] - Zhongyan Chemical plans to agree to a capital reduction for Zhongyan Alkali Industry, which is expected to constitute a major asset restructuring [15] - Lianchuang Optoelectronics reported strong demand for drone countermeasures in the Middle East and is actively engaging with potential local clients [15] - Shengnuo Bio expects a net profit increase of 253.54% to 332.10% for the first half of 2025, driven by strong performance in its peptide raw material business [16] - *ST Gongzhi's stock will resume trading and enter a delisting preparation period, with the last trading date expected to be July 10, 2025 [17]

【狙击龙虎榜】风险释放叠加新周期启动 节后市场有望迎 来修复 狙击龙虎榜 小林财联社 2025.06.02 20:43 星期一 【重点公司跟踪】 御银股份：御银股份是稳定币板块的身位股，其强度由板块强度决定，因为上周五板块分歧明显，所以明天大概率开板。而稳定 币有成为新周期主线的预期，所以开板后的御银股份就具备了博弈的价值。另外值得注意的是，以往身位股在板块爆发当天是借 势上板,而上周四御银股份的上板时机非常靠前,主动性很强,所以高度更加可期。 霍普股份：目前稳定币炒作有两个分支，一个是区块链技术，一个是RWA。因为炒新不炒老，RWA大概率更能受资金关注。RW A和资金证券化在本质上是一样的,只不过是用区块链技术把现实中的资产变成可交易的"数字碎片",所以真正受益的环节应该 还是发行、销售和交易，核心标的应该是像蚂蚁数科、京东金融这样的平台，考虑到A股没有相关标的，所以关注蚂蚁数科、京 东金融合作方，霍普股份凭借盘子小以及筹码优势卡位了朗新集团，有望延续强势。 联创光电：无论是此前的印巴冲突还是近两日乌克兰无人机袭击多州机场，无人机已稳步走向战场中央成为不可忽视的作战力 量。另外6月"九天"察打一体无人机即将 ...

Core Viewpoint - The article highlights the innovative achievements of Xi'an Bazhentu Technology Co., Ltd. in developing radar technology to support the burgeoning low-altitude economy in China, addressing the reliance on imported technologies and filling domestic technological gaps [3][4][5]. Company Development - The company was founded by Zhu Hongxi in 2016, who was motivated by his father's dedication to radar technology. Initially, the company faced significant financial challenges but managed to survive through the successful delivery of its first self-developed project, a weather radar detection platform [4][5]. - Zhu Hongxi's leadership has led to the successful development of key technologies, including a weather radar detection platform and radar calibration instruments, significantly reducing the traditional radar development cycle from three years to one year [5][6]. Technological Innovation - Bazhentu's radar technology plays a crucial role in the low-altitude economy, providing essential monitoring and guidance services for low-altitude flights. The company's innovations not only support its own business growth but also contribute to the overall development of the low-altitude economy [6][8]. - The company has developed a low-altitude weather detection radar and a drone countermeasure system, achieving a breakthrough in orders from zero to millions of yuan [5][9]. Support and Growth - The company benefited significantly from joining the Qin Chuang Yuan "E-Qi Chuang" program in 2022, which provided comprehensive incubation services, helping the company focus on technology development and facilitating nearly 100 million yuan in Series A financing [7][8]. - The support from Qin Chuang Yuan also helped Bazhentu address production bottlenecks and connect with academic institutions for the engineering transformation of research results [7][8]. Market Position and Future Goals - Zhu Hongxi perceives the low-altitude economy as a potential trillion-yuan market, with radar technology being a key driver for its development. The company has established a robust technological system centered around low-cost chips and high-performance products [9][10]. - Bazhentu aims to become a global leader in intelligent radar technology, actively expanding into areas such as drone regulation and smart city development, with a clear plan for an IPO [10][11].

证券研究报告 | 行业点评 | 机械设备 机械设备 报告日期：2025 年 05 月 15 日 印巴冲突凸显反无人机需求，重视激光武器重点公司 ——激光设备行业点评报告 投资要点 事件：印巴冲突激化，两国空中直接对抗后紧急停火 4 月 24 日起，印度和巴基斯坦两国陆军在克什米尔地区的实际控制线两侧小规模 交火。在此后的两周里，冲突不断升级，两国均发动了空中远程打击。 据新华社 5 月 7 日消息，巴空军在对印度空军采取的反击行动中击落 5 架印军战 机。随后的 5 月 10 日，局势突然降温，双方宣布停火。 无人机战场应用加速普及，成为未来战争中最为重要的作战平台 随着无人机技术的快速发展及其作战效能的显著提升，无人机已成为未来战争中 最为重要的作战平台。在俄乌冲突、中东冲突等热点地区，各种无人机充斥着战 场，执行侦察、监视、攻击和电子战等任务。此次印巴冲突中，印度和巴基斯坦 均使用了无人机向对方发动大规模攻击。 受益反无人机需求增长，激光设备市场有望进一步增长 1、无人机在军事领域的应用与民用领域的"黑飞"，推动反无人机市场急剧增 长。据 Polaris Market Research 数据，2021 年 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [5] Core Insights - The recent escalation of the India-Pakistan conflict has highlighted the urgent demand for anti-drone technologies, particularly laser weapon systems [1] - The rapid development and effectiveness of drone technology have made drones a crucial platform in modern warfare, as evidenced by their extensive use in conflicts such as Ukraine and the Middle East [1] - The global anti-drone market is projected to grow significantly, from USD 843 million in 2021 to USD 5.7 billion by 2029, reflecting a compound annual growth rate (CAGR) of 27% [2] Summary by Sections Section 1: Industry Overview - The conflict between India and Pakistan has led to increased military drone usage, emphasizing the need for effective countermeasures [1] - Drones are now recognized as vital combat platforms in various global conflicts, performing tasks such as reconnaissance and electronic warfare [1] Section 2: Market Growth - The anti-drone market is expected to expand rapidly due to both military applications and the rise of unauthorized civilian drone flights [2] - Laser weapon systems are particularly advantageous for countering drones due to their low collateral damage, cost-effectiveness, and rapid response capabilities [2] Section 3: Investment Recommendations - Key companies to focus on include: - Raycus Laser, a leader in fiber laser technology, with a projected shipment of 174,700 units in 2024, a year-on-year increase of 9.77% [3] - Lianchuang Optoelectronics, which has successfully developed laser countermeasure systems and is expected to see growth driven by domestic and foreign demand [3] - Changguang Huaxin, which is also positioned to benefit from the rising demand in the laser weapon sector [3]

《中国民航报》、中国民航网 记者路泞 报道：低空经济全面铺开的当下，无人机技术的广泛应用催生 了对反制技术的迫切需求。近日，陕西西咸新区沣西新城的新启项目中，陕西侦飞科技有限公司与沣西 新城正式签署合作协议，标志着无人机反制技术研发项目正式落地。这一别开生面的项目启动，将为构 建安全高效的低空防御体系提供有力支撑。 项目的落地投产，预期将带来显著的经济效益。据估算，项目达产后，预计实现年产值1500余万元，年 纳税额200余万元，不仅为企业自身发展开辟了新的道路，更为沣西新城的经济增长提供了新的增长 点。同时，项目也将为秦创原无人机产业创新聚集区建设注入新动能，助力区域形成更具竞争力的无人 机产业生态。随着项目的稳步推进，沣西新城有望成为无人机反制技术领域的重要产业基地，在低空防 御领域发挥关键作用，引领行业发展新趋势。（编辑：孙文瑾 校对：金杰妮 审核：韩磊） 作为一家专注于无人机侦测与反制技术深度研发创新的新兴科技型企业，陕西侦飞科技有限公司在行业 内并非默默无闻。此次落地沣西新城的项目，涵盖了多个关键领域。在技术研发与生产层面，企业将投 入无人机硬件探测设备、综合反制系统以及无人机低空安防平台的研发及生 ...