（来源：中国航空报） 本报讯 近日，罗罗公司正计划将印度拓展为其本土市场外的第三大战略要地。该公司印度执行副总裁萨希·穆昆丹在接受印度报业托拉斯专访时透露，罗 罗计划在印度进行重大投资，并考虑为印度未来几年计划自主研发的战机开发新一代发动机。目前，美国和德国是罗罗在美国以外的另两大"本土市场"，公 司在这两国均设有重要的制造设施。穆昆丹表示，印度市场具备规模优势、政策清晰，其国防与工业生态系统发展迅猛、日趋成熟，为此提供了强大动力。 （罗雯） ...

（编辑 袁冠琳） 证券日报网讯 1月8日，航发动力在互动平台回答投资者提问时表示，公司秉承动力强军、科技报国的 使命，致力于建成世界一流航空发动机企业。公司持续在航空发动机领域深耕技术创新和产业升级。未 来，公司将按照发展策略不断提升公司的市场竞争力和市场影响力。 ...

证券日报网讯1月8日，航发动力（600893）在互动平台回答投资者提问时表示，公司坚持聚焦航空发动 机主业，以推动长期发展和为投资者创造真实价值为出发点，致力于以透明、规范地向市场披露信息。 ...

证券日报网讯1月8日，航发动力（600893）在互动平台回答投资者提问时表示，公司秉承动力强军、科 技报国的使命，持续开展关键核心技术攻关，系统策划推进新材料、新工艺、新技术研究，持续巩固公 司核心竞争优势，致力于建成世界一流航空发动机企业。 ...

1月7日，山东省人民政府新闻办公室举行省政府政策例行吹风会，邀请省交通运输厅负责同志等解读 《山东省航空维修产业高质量发展三年行动方案》，山东省发展和改革委员会二级巡视员封立树表示， 突出强科技、建平台，打造活力迸发的创新环境。提速建设空天信息大学（筹）等创新平台，统筹推 进"仲华"热物理试验装置等科技设施建设，加快航空发动机等关键核心技术攻关，为航空维修产业高质 量发展提供技术支撑。支持骨干企业与高校、科研院所加强合作，培育青岛科技大学轮胎先进装备与关 键材料国家工程研究中心，以及东方蓝天钛金科技有限公司、威海广泰空港装备股份有限公司等6家国 家企业技术中心，建强民用飞机复合材料、航空航天标准件及结构件等15家空天领域省工程研究中心， 鼓励企业加大研发投入，攻克关键核心技术。 ...

Group 1: Economic Context and Trends - China's value chain has rapidly expanded, becoming a key hub in global production networks, with domestic value added (DVA) consistently ranking first globally since 2000[6] - The complete industrial system of China has led to over 22% average global value added share in key manufacturing sectors, surpassing traditional manufacturing powerhouses like Germany and the USA[8] - The GVC position of China has steadily improved, indicating a shift from reliance on imported intermediate goods to becoming a supplier of high-value components[15] Group 2: Challenges and Strategic Responses - The international trade order faces challenges from technological hegemony and protectionism, leading to a decline in the degree of global value chain fragmentation[1] - China is actively addressing vertical supply chain risks by focusing on core technology breakthroughs and upgrading its industrial capabilities[19] - The shift from product export to multinational chain building is accelerating, with Chinese companies establishing overseas production and assembly bases to enhance supply chain resilience[30] Group 3: Future Outlook and Innovations - The modern service industry is emerging as a new driver for overall value chain upgrades, with significant contributions from sectors like industrial design and brand operations[24] - By 2025, China is expected to enter the top ten of the global innovation index, bolstered by advancements in AI, renewable energy, and healthcare[23] - Regional cooperation, such as the RCEP and the Belt and Road Initiative, is enhancing trade ties and reducing costs, with ASEAN becoming China's largest trading partner by 2023[31]

此前的12月24日，政协第十四届全国委员会第四十五次主席会议，审议通过关于撤销8名政协第十四届 全国委员会委员资格的决定，提请政协第十四届全国委员会常务委员会第十五次会议追认，其中就包括 曹建国。 根据公开资料，曹建国1963年8月出生在安徽铜陵市枞阳县会宫镇，系统仿真技术专家，今年62岁。 1985年毕业于北京航空学院自动控制系飞行控制专业，获学士学位，1988年毕业于航天工业部第三研究 院三部，获硕士学位，2019年当选中国工程院院士。 2025年5月，中国航发集团的信息显示，曹建国不再担任中国航发集团董事长、党组书记。6月份，中国 航空发动机集团原总经理、党组副书记，出生于1970年的张玉金接任董事长、党组书记。 曹建国是航空航天专家，所有的职业履历都在航空航天系统。在技术和管理上都颇有建树。即便已经不 再担任中国航发集团董事长，全国政协委员被撤销，移出院士名单，目前为止还没有其涉及何事的确切 消息。 曹建国是航空航天的科班生。1985年曹建国毕业于北京航空学院自动控制系飞行控制专业，获学士学 位，本科毕业后继续深造，1988年毕业于航天工业部第三研究院三部，获硕士学位。 年关难过。身居高位的央企管理者 ...

Investment Rating - The report maintains an investment rating of "Outperform the Market - A" for the aerospace power industry [5] Core Insights - The aerospace power industry is approaching a strategic layout timing, with a focus on downstream sectors such as aerospace power and control systems, benefiting from the iteration and release of new aircraft models [1][2] - The maintenance aftermarket is expected to become a second growth curve, with significant revenue generated from maintenance services [2] - The "14th Five-Year Plan" has seen key models of large engines entering a stock market phase, while medium engines are experiencing a recovery in growth [1][16] - The supply chain has matured, with a stable supplier landscape and reduced disturbances from new entrants [2][24] Summary by Sections Industry Overview - The large engine industry has entered a stock market phase, with the maintenance aftermarket opening up; medium engine growth is recovering [16] - The small thrust and turboshaft engine sectors are experiencing further contraction [18] - Key upstream suppliers in the aerospace power system have seen growth rates narrow, indicating a transition to a stable phase [20] - New suppliers have reached considerable capacity during the "14th Five-Year Plan" [21] Main Engine Manufacturers - Major manufacturers include the Dawn Company, West Aviation Group, Guizhou Liyang, and Southern Company, which form a comprehensive platform for the development and production of all types of aircraft engines [31] Supply Chain - The "small core, big collaboration" system has matured, with significant growth in strategic external suppliers while some internal suppliers face declining revenues [24] - The report highlights the importance of the maintenance aftermarket and military trade as potential growth areas [30] Future Outlook - The report suggests that the aerospace power industry will see structural growth driven by the maintenance aftermarket and military exports, particularly in light of geopolitical factors [2][30]

| 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 301005 | 超捷股 份 | 20.00 | 22.48 | 42802.15 | 13.70 | | 002471 | 中超控 股 | 10.02 | 16.12 | 38389.60 | 33.92 | | 002297 | 博云新 材 | 9.96 | 11.61 | 20187.22 | 27.99 | | 301232 | 飞沃科 技 | 14.22 | 20.12 | 12617.45 | 12.35 | | 688102 | 斯瑞新 材 | 9.49 | 8.96 | 12360.37 | 5.40 | | 000988 | 华工科 技 | 0.81 | 4.56 | 11218.60 | 3.06 | 截至12月24日收盘，航空发动机概念上涨3.31%，位居概念板块涨幅第6，板块内，85股上涨，有研粉 材、超捷股份等20%涨停，中超控股、润贝航科、博云新 ...

Group 1 - The article highlights significant announcements in the stock market, including "suspensions and resumption of trading, share buybacks, investment wins, acquisitions, earnings reports, unlocks, and high transfers" to help investors identify potential investment hotspots and mitigate risks [1] - A company is involved in the fields of chip technology, 6G, commercial aerospace, and has products applicable to low-orbit satellite communication substrates and aircraft engines [1] - Another company has signed an agreement with a Chinese rocket company to implement an expansion plan for the Hainan commercial aerospace launch site [1] - A company plans to establish a production capacity of 1.2 million units for humanoid robots and solid-state batteries by 2026 [1]