从军工板块近期市场表现看，7月22日，军工板块延续强势，截至截稿，长城军工与博云新材两只个股 封于涨停板，中兵红箭、建设工业、洪都航空等个股纷纷上扬，万得军工指数连续四天上涨，累计涨幅 达4.81%,跑赢沪深300指数(2.64%),反映出资金面改善和情绪提振。 其次，地缘局势紧张也为军工板块大涨提供上涨动力。2025年5月印巴爆发军事冲突，巴基斯坦作为中 国武器重要进口国，冲突加剧可能加速其军备采购，直接利好中国军贸产业链。同时，全球地缘风险溢 价重估，军工股的避险属性凸显。 吴昊称，军工板块持续性上涨其实最根本的原因还是行业基本面的修复，2025年上半年业绩预告发布， 涨幅居前的上市公司主要围绕船舶、防务、航天等产业链，如航天科技预计上半年净利润同比增长超过 16倍，中国船舶预计上半年净利润同比增长近120%。(个股不做推荐) 随着军工板块业绩修复的预期不断被印证，叠加"九三阅兵"、地缘冲突事件等多重因素的催化，军工板 块后市仍将是全市场关注的重点，存在结构性机会。后续将持续看好军用无人装备及军事智能化赛道， 在相关细分赛道寻找具有高增长、估值修复拐点等特性的标的。 军事智能化领域正成为世界主要国家今后一 ...

聚焦创投圈投融资最新情报。 近日，国内低空智能机器人领军企业星逻智能宣布完成超亿元B+轮融资，本轮由苏州港航集团领投，临港前沿投资联合领投。此次融资将重点用于新 能源机器人产品化以及城市低空经济应用，进一步巩固星逻智能在无人机AI与新能源智能运维领域的领先地位。 作为中国低空经济领域的开拓者，星逻智能自2017年成立以来始终专注于无人机赋能技术的研发与商业化落地。公司推出的中国首台无人机机库、首 台无人机光伏巡检无人化系统等创新产品，已覆盖了全球超700个新能源场站，超40个区县低空应用，产品已应用于欧洲、东南亚、日本等地。 此次B+轮融资是继2024年6月的亿元级B轮融资后的又一里程碑，标志着星逻智能在新能源智维与低空城市领域的战略布局进入产业化阶段。 近日，蓝芯算力（深圳）科技有限公司（简称"蓝芯算力"）分别完成Pre-A轮及Pre-A+轮融资，获数亿元投资，由深创投和南山战新投联合领投、联想 创投、高伟达、金沙江联合、投控东海、银杏谷资本等共同跟投。据了解，蓝芯算力的Pre-A++轮也接近尾声，仍有数亿元的投资。本次融资主要用于 蓝芯算力服务器芯片的流片与量产、新一代服务器产品研发投入等。 自成立以来， ...

Core Insights - Starlogic Intelligent has completed over 100 million RMB in Series B+ financing, led by Suzhou Port and Shipping Group, to enhance its position in the drone AI and new energy operation sectors [1] - The financing will focus on productization of new energy robots and urban low-altitude economic applications, marking a significant step in Starlogic's strategic layout [1] Company Overview - Founded in 2017, Starlogic Intelligent specializes in the research and commercialization of drone empowerment technology, with innovative products covering over 700 new energy stations globally [1][6] - The company has introduced China's first drone hangar and unmanned photovoltaic inspection system, with applications in Europe, Southeast Asia, and Japan [1] Strategic Developments - The recent financing follows a previous round in June 2024, indicating a milestone in Starlogic's industrialization phase in new energy and low-altitude urban sectors [1] - Starlogic aims to build a complete "aerial ecosystem" by transitioning from hardware to comprehensive solutions, addressing the industry's technological transformation and strategic opportunities [3] Product and Market Impact - Starlogic's photovoltaic inspection system has covered over 17 GW of installed photovoltaic capacity, improving energy generation efficiency by 8%-30% through the integration of drones and robots [6] - The company is recognized as a leading enterprise in low-altitude economy and artificial intelligence applications, contributing to the development of low-altitude economy and providing new directions for AI technology [7] Investment Insights - Suzhou Port and Shipping Group's investment in Starlogic is part of a strategic move to enhance its capabilities in low-altitude economy and AI sectors, aligning with its business development needs [7] - Frontier Investment acknowledges Starlogic's continuous efforts in new energy unmanned inspection and efficient cleaning, highlighting the company's potential for future growth in the intelligent operation sector [7]