12月6日，由中国证券报主办的2025科创投资大会暨上市公司金牛奖（金信披奖）颁奖典礼在安徽合肥 举行。中直股份（600038）凭借行业领先的信息披露质量与规范透明的治理体系，再获上市公司金牛奖 （金信披奖），这是该公司连续三年获此奖项。 作为国内直升机制造领域规模最大、产品谱系最齐全的核心企业，中直股份在民用直升机、eVTOL新 能源飞行器等低空经济关键赛道的技术突破，正通过高质量信披转化为市场信任。面向未来，公司将深 化"信披质量－公司价值－投资者回报"的正向传导机制，一方面强化信披精细化管理，将低空经济布 局、新能源飞行器研发等核心战略精准传递至资本市场；另一方面持续优化投资者沟通渠道，以规范治 理驱动高质量发展，为股东创造长期稳定回报，筑牢高端装备制造企业的资本市场标杆形象。（田亮 亮） （提示：上市公司信息仅供参考，市场有风险，入市需谨慎。） 作为中国资本市场最具影响力的奖项之一，金牛奖旗下的"金信披奖"以严苛标准考察上市公司信息披露 的规范性、及时性、准确性，以及投资者关系管理的有效性，是衡量企业资本市场公信力的核心标杆。 此次获奖，不仅是对中直股份践行监管要求、坚守信披底线的充分肯定，更彰显了其 ...

GAMA在报告中指出，公务喷气机领域的持续增长，印证了高端商务出行与特定细分市场的稳定需 求。尽管面临宏观环境挑战，高价值航空器市场的稳健表现， 依然 为产业链带来了关键的信心支撑与 价值增长。 （编辑：贾昊天 校对：李海燕 审核：韩磊） 同期，民用直升机总交付量为612架，同比减少3.3%。其中活塞直升机与涡轮直升机交付量均略有下 降。然而，与飞机市场类似，直升机交付总价值不降反升，达到31亿美元，同比增长16.0%，反映出高 价值机型占比提升的市场趋势。 2025年1月至9月，全球共交付通用飞机2201架，较去年同期增加1.5%；民用及商用直升机共交付612 架，较去年减少21架。 《中国民航报》、中国民航网 记者刘九阳 报道：12月2日 ，通用航空制造商协会（GAMA）正式发布 《2025年第三季度通用航空器交付与账单报告》。数据显示，今年前三季度与2024年同期相比，公务喷 气机交付量显著增长，带动整体交付价值大幅提升。 其中，公务机交付量达到554架，同比增长10.6%，成为增长最快的细分市场；活塞飞机共交付1238 架，与去年基本持平；涡轮螺旋桨飞机交付409架，同比下降6.0%。尽管交付总量增长 ...

Core Insights - The 7th China Tianjin International Helicopter Expo showcases innovations in the aviation industry, focusing on eVTOL (electric vertical takeoff and landing aircraft) and other technologies [1][5] - The theme of the expo is "Open Innovation, Integrated Development, Cultivating New Quality Productivity," highlighting the importance of technological advancements in driving industry upgrades [1][5] Group 1: Event Overview - The expo opened on October 16 and lasts for four days, featuring numerous new products and technologies that attracted significant attention from attendees [1] - A new low-altitude economy exhibition hall was added, focusing on innovations in drones and aircraft, with live demonstrations of logistics and urban delivery applications [3] Group 2: Industry Trends - The aviation industry in Tianjin is noted for its strong advantages, with 21 cooperative projects covering R&D, manufacturing, and training signed on the opening day of the expo [5] - The China Civil Aviation University and Tianjin Mechanical and Electrical Vocational Technical College are collaborating with Tianjin Hite Aircraft Engineering Co., Ltd. to establish a joint education and industry integration community [5] Group 3: Market Predictions - Experts predict that by 2035, China's low-altitude economy market could exceed 3.5 trillion yuan, indicating a shift from a technology-driven emerging economy to one that is increasingly accessible to the public [6]

Core Insights - The 7th China Tianjin International Helicopter Expo is being held from October 16 to 19, showcasing advancements in helicopters, drones, and low-altitude economy technologies [1] Group 1: Event Overview - The expo features a total exhibition area of 160,000 square meters, including 25,000 square meters of indoor exhibition space, 20,000 square meters of outdoor area, and 60,000 square meters for flight demonstrations [1] - A new 5,000 square meter low-altitude economy pavilion will debut, displaying various low-altitude flying vehicles for the first time [1] Group 2: Industry Participation - Nearly 400 companies from over 30 countries and regions are participating, with more than 30 making their debut at the event [7] - Major global helicopter manufacturers are invited to showcase their products, indicating a significant industry presence [7] Group 3: Flight Demonstrations - The flight performances will feature a variety of helicopters, including the Z-10 armed helicopter and Z-20 tactical utility helicopter, with a highlight being the "diamond" formation by the Army's "Fenglei" flight demonstration team [10][13] - Daily flight performances are scheduled, allowing audiences to experience helicopter capabilities up close [13]

Core Insights - The report predicts that by 2029, the scale of China's civil helicopter fleet will exceed 1,700 units, with a projected growth slowdown after 2030 due to the impact of new low-altitude equipment like drones and eVTOLs [1] - The total demand for civil helicopters in China over the next decade is estimated at 685 units, with over 70% of this demand being for turbine helicopters [1] - The total flight hours for civil helicopters in China are expected to show an overall growth trend, surpassing 300,000 hours by 2029 and 370,000 hours by 2034 [1] Summary by Category Market Forecast - By the end of 2024, the civil helicopter fleet in China is projected to reach 1,403 units, reflecting a year-on-year growth of 2.3% [2] - The report indicates that the largest segment of civil helicopter flight hours in 2024 will come from oil service operations, with nearly 60,000 hours flown, accounting for over 25% of the market share [2] - The aerial tourism sector has seen rapid growth, with flight hours exceeding 37,000 in 2024 [2] Industry Trends - The report highlights that the light helicopter segment remains the backbone of China's civil helicopter fleet, comprising over 40% of the total [2] - The overall flight time for civil helicopters in China is expected to increase, with a forecasted total of 23.3 million hours in 2024, representing a year-on-year growth of 5.9% [2]

Core Insights - The China Aviation Industry Corporation released the "Civil Helicopter Market Forecast Report (2025-2034)" predicting that by 2029, the civil helicopter fleet in China will exceed 1,700 units, with growth slowing after 2030 due to the impact of new low-altitude equipment like drones and eVTOLs, and by 2034, the fleet is expected to surpass 2,000 units [1][2] Group 1 - The report forecasts a total demand of 685 civil helicopters in the next decade, with over 70% of this demand being for turbine helicopters [1] - By the end of 2024, the civil helicopter fleet in China is projected to reach 1,403 units, a 2.3% increase from the previous year, with light helicopters making up over 40% of the fleet [2] - The report indicates that the total flight hours for civil helicopters in China will show an overall growth trend, surpassing 300,000 hours by 2029 and 370,000 hours by 2034 [2] Group 2 - In 2024, the total flight hours for civil helicopters are expected to be 233,000 hours, a year-on-year increase of 5.9%, with the oil service sector accounting for nearly 60,000 hours, representing over 25% market share [2] - The aerial tourism sector has seen rapid growth, with flight hours exceeding 37,000 in 2024, doubling from 2019 levels [2] - Traditional operational areas such as aerial inspection and agricultural spraying maintain over 20,000 flight hours annually, although their market share is declining [2]