今日早参 2025 年 9 月 04 日 王兴 通信行业首席研究员 座机：021-38476737 邮箱：wangxing@htsc.com 申建国 电力设备与新能源行业首席研究员 邮箱：shenjianguo@htsc.com 边文姣 电力设备与新能源行业研究组长 座机：0755-82776411 邮箱：bianwenjiao@htsc.com 今日热点 免责声明和披露以及分析师声明是报告的一部分，请务必一起阅读。 1 航天军工：阅兵彰显实力，关注新装备与军贸 9 月 3 日，纪念中国人民抗日战争暨世界反法西斯战争胜利 80 周年阅兵式在 天安门广场举行。本次阅兵是全面推进中国式现代化进入新征程的首次阅 兵，是人民军队奋进建军百年的崭新亮相。接受检阅的 45 个方队中新型装备 占比很大，新域新质力量比重上升。1）以新型四代装备为主体，比如 100 坦克、100 支援战车等新型坦克，歼-35 等舰载机，歼-35A、歼 20S 等歼击 机，按作战模块进行编组，展示我军体系作战能力；2）陆上、海上、空中 系列无人智能和反无人装备，以及网电作战等新型力量受阅，比如无人僚 机、无人制空作战飞机等新型无人机，高能激光武 ...

2025.09. 03 这次阅兵，是全面推进中国式现代化进入新征程的首次阅兵，是人民军队奋进建军百年的崭新亮相，是中华民族捍卫和平正义的坚定宣示。 9时44分，9架直升机护卫党旗、国旗、军旗，26架直升机汇成"80"字样，3架直升机分别悬挂"正义必胜""和平必胜""人民必胜"条幅，飞临天安门广场 上空，拉开分列式序幕。 上万名受阅官兵、数百台（套）地面装备、百余架战机，编成45个方（梯）队庄严接受祖国和人民检阅—— 在党旗、国旗、军旗引领下，受阅方队擎军兵种军旗和武警部队旗集中亮相，这是我军力量结构新布局在阅兵中的首次集中展示。 80面抗战英模部队荣誉旗帜组成的战旗方队，引领装备方队以实战化联合编组、分7个作战群接受检阅。 预警侦察、远程打击……空中梯队按照模块化、体系化编组，基本涵盖我军现役主战机型。 这次受阅的武器装备全部为国产现役主战装备，多数为首次亮相。 本文字数：3968，阅读时长大约6.5分钟 作者 | 第一财经 陈姗姗 黄琳 钱童心 陆涵之 吕倩 武子晔 刘佳 据新华社报道，9月3日，中国以一场盛大阅兵，纪念中国人民抗日战争暨世界反法西斯战争胜利80周年。中共中央总书记、国家主席、中央军委主席 ...

这次受阅的武器装备全部为国产现役主战装备，多数为首次亮相。 据新华社报道，9月3日，中国以一场盛大阅兵，纪念中国人民抗日战争暨世界反法西斯战争胜利80周年。中共中央总书记、国家主席、中央军委主席习近平 检阅共和国武装力量，并同各国来宾、各界代表一起观看分列式。 这次阅兵，是全面推进中国式现代化进入新征程的首次阅兵，是人民军队奋进建军百年的崭新亮相，是中华民族捍卫和平正义的坚定宣示。 9时44分，9架直升机护卫党旗、国旗、军旗，26架直升机汇成"80"字样，3架直升机分别悬挂"正义必胜""和平必胜""人民必胜"条幅，飞临天安门广场上 空，拉开分列式序幕。 上万名受阅官兵、数百台（套）地面装备、百余架战机，编成45个方（梯）队庄严接受祖国和人民检阅—— 多款国之重器亮相阅兵，其中不少机型和武器装备都是首次曝光在公众面前。 由中国航空工业集团自主研制生产的29型125架军机就在阅兵仪式上接受了检阅。从机型来看，空警600、歼20A、歼20S、歼35等型号均首次在公众面前亮 相，还有歼20系列、歼35系列、歼15系列等新型战机。 此次参加阅兵的空中梯队以作战体系编成，按照模块化、体系化编组，由先进的预警指挥机、歼击机 ...

2025.09. 03 本文字数：976，阅读时长大约2分钟 作者 | 第一财经 陈姗姗 在纪念中国人民抗日战争暨世界反法西斯战争胜利80周年大会上，由中国航空工业集团自主研制生产的29型125架军机接受检阅。 此次参加阅兵的空中梯队以作战体系编成，按照模块化、体系化编组，由先进的预警指挥机、歼击机、轰炸机、运输机等组成，基本涵盖我军现役主战 机型，充分展示海、陆、空3个军种预警指挥、战略投送、对面打击等多域作战力量。 中航工业集团方面介绍，本次受阅的航空装备涵盖我军联合作战主体空中力量。直升机编队包括多型直升机，护卫中国共产党党旗、中华人民共和国国 旗、中国人民解放军军旗，编成"80"字样，悬挂"正义必胜""和平必胜""人民必胜"条幅，率先低空飞过天安门广场。 特种机梯队中，运9反潜巡逻机、电子侦察机、雷达干扰机在歼16护卫下编成三个楔队接受检阅。 阅兵式上，各地面装备方队和空中梯队依次登场，由中国航空工业集团自主研制的新型战机纷纷亮相。从机型来看， 空警600、歼20A、歼20S、歼 35等型号均首次在公众面前亮相 ，还有歼20系列、歼35系列、歼15系列等新型战机。 空中无人作战方队中，新型察打一体无人 ...

Core Viewpoint - The article highlights the display of various military aircraft and equipment by the China Aviation Industry Corporation during the 80th anniversary of the victory in the Chinese People's Anti-Japanese War and the World Anti-Fascist War, showcasing advancements in China's air combat capabilities. Group 1: Airborne Equipment - A total of 125 military aircraft, including the new models such as KJ-600, J-20A, J-20S, and J-35, were showcased for the first time in public [1] - The aerial formations included a variety of combat aircraft, transport planes, and early warning command aircraft, demonstrating a comprehensive representation of the military's air combat capabilities [1] Group 2: Specific Aircraft Types - The air command aircraft formation featured KJ-500A and J-16, along with KJ-600 and J-15T, highlighting the integration of advanced early warning systems [6] - The special aircraft formation included Y-9 anti-submarine patrol aircraft, electronic reconnaissance aircraft, and radar jamming aircraft, escorted by J-16 fighters [7] - The transport aircraft formation consisted of Y-20A and Y-20B, showcasing new domestic engines that enhance range, payload, and speed for strategic deployment [9] Group 3: Refueling and Fighter Aircraft - The aerial refueling formation demonstrated three Y-20A aircraft refueling J-16, J-20, and H-6N bombers, indicating advancements in aerial refueling capabilities [11] - The fighter aircraft formation included multiple new stealth fighters such as J-16D, J-20, J-35A, and J-20S, showcasing the evolution of China's carrier-based aircraft capabilities [12]

Group 1 - The DF61 missile and the J-20S fighter jet were showcased during the September 3 military parade [1] - Multiple types of drones were also presented, including the KJ-600 [7]

Core Points - The event commemorated the 80th anniversary of the victory in the Chinese People's Anti-Japanese War and the World Anti-Fascist War, featuring a grand military parade in Tiananmen Square [1] - A total of 45 formations participated in the parade, showcasing the new military structure and capabilities of the People's Liberation Army (PLA) [3][6] - The parade highlighted advanced weaponry, including the DF61 missile and various unmanned combat systems, emphasizing China's military modernization [10][14] Military Developments - The military parade included new formations such as the military aerospace unit, cyber space unit, and information support unit, marking their first appearance at the event [6] - The "Machine Wolf," an unmanned combat equipment, was introduced, capable of remote control and autonomous operations for various combat support roles [14] - The naval unmanned combat unit displayed new unmanned underwater vehicles and systems, showcasing capabilities for stealth deployment and autonomous reconnaissance [16] Advanced Weaponry - The anti-drone unit featured systems capable of intercepting drones and cruise missiles, utilizing a combination of soft and hard kill methods [20] - The nuclear missile units presented a range of strategic nuclear capabilities, including air-launched, submarine-launched, and land-based intercontinental missiles, underscoring China's deterrent power [30][34] - The air force showcased advanced fighter jets, including the J-20S and J-35A, which are designed for multi-role operations and stealth capabilities [37] Airborne Operations - The airlift capabilities were demonstrated with the Y-20A and Y-20B transport aircraft, highlighting improvements in strategic deployment and operational versatility [41] - The bomber formations included the H-6N and H-6K, representing China's long-range strike capabilities [41]

Group 1 - The event commemorated the 80th anniversary of the victory in the Chinese People's Anti-Japanese War and the World Anti-Fascist War, held at Tiananmen Square in Beijing [1] - A total of 45 formations participated in the parade, including 13 foot formations, showcasing the new military structure after comprehensive reforms [3][9] - The parade featured various military branches, including the People's Liberation Army, armed police, and new military units such as the military aerospace and cyber forces [9][20] Group 2 - Advanced weaponry was displayed, including the DF61 missile, highlighting the modernization of China's military capabilities [13][41] - The parade included a naval unmanned combat formation featuring new unmanned underwater vehicles and systems capable of stealth deployment and autonomous operations [20] - The land unmanned combat formation showcased a new type of robotic equipment called "Machine Wolf," designed for reconnaissance and support roles [21] Group 3 - The anti-drone formation demonstrated systems capable of intercepting drones and cruise missiles, showcasing a comprehensive approach to counter-drone warfare [27] - The aerial formations included advanced fighter jets such as the J-20 and J-35A, emphasizing China's advancements in stealth and multi-role capabilities [48] - The strategic missile formations displayed various intercontinental ballistic missiles, underscoring China's nuclear deterrent capabilities [41][45]

Group 1 - The DF61 missile and the J-20S fighter jet were showcased during the September 3 military parade [1] - The Airborne Early Warning and Control Aircraft, KJ-600, was also featured [6] - Various types of drones were presented at the event [7]

来源丨@央视军事 编辑丨刘雪莹 多型无人机亮相 2 智能 悦 读 · 权 威 . ry S 扫码点击下载 歼20S DF61导弹 空警600 SFC 据@央视军事 ，DF61导弹、歼20S等亮相九三阅兵。 ...