转自：北京日报客户端 今天 也将一个真理刻进历史 中国人的天空，必须掌握在自己手中 新中国航空工业 在抗美援朝的烽火硝烟中诞生 是值得每一个中国人铭记的日子 75年前的今天 1950年12月24日 长津湖战役胜利 中国人民志愿军 在极寒绝境中挡住冰冷的战火 为亿万国人拼来了真正的平安 航空人在许党报国的壮阔征程中 筑起守护祖国蓝天的空中长城 57年前的今天 1968年12月24日 轰6首飞成功 填补了我国轰炸机制造的空白 揭开了新中国航空工业崭新的一页 57年来 轰6系列不断蜕变升级 始终是共和国最可靠的空中钢铁长城 在这个特殊的日子 让我们一同回望 轰6的不老传说 划时代的起飞 1968年12月24日，轰6在阎良首飞成功。它的诞生，填补了我国中远程轰炸机的空白。轰6是在苏联 图-16轰炸机基础上研制的高亚声速轰炸机，由中航西飞自行试制，是当时我国制造的吨位最大、结构 最复杂的飞机，应用了大量新技术、新材料和新工艺。轰6于1969年装备空军服役。 大国重器的精彩航迹 自诞生以来 轰6系列不断展翅 飞向远海逐梦蓝天 單展长空 1984年,在国庆35周年阅兵式 上,18架轰6飞越天安门广场, 首次接受祖国和人民的 ...

Summary of Key Points from Conference Call Industry Overview - The conference call discusses the **controlled nuclear fusion** industry, particularly focusing on the **BEST project** and its implications for the market. The industry is entering a new phase with accelerated bidding for key components like power supplies and superconducting materials in the second half of the year [1][2][3]. Core Insights and Arguments - The **BEST project** has made significant progress, with the successful installation of the **Dewar base** into the main device, marking a new stage for the project [2][3]. - Other notable projects in the controlled nuclear fusion sector include those by **China Nuclear Group** and **Chengdu and Jiuyuan**, which are expected to have more bidding activities next year, impacting the market from 2026 onwards [1][4]. - The **controlled nuclear fusion supply chain** is centered around structural components such as vacuum chambers, divertors, blanket cold screens, magnets, and Dewars, along with upstream materials like low-temperature superconducting wires and tungsten materials [1][5]. - The **module power supply industry** is benefiting from the recovery of defense demand and the growth of AI applications, with the military market projected to reach **59 billion RMB** by 2028 [1][12][13]. - The demand for **AI servers** has significantly increased power consumption, leading to a need for high-performance, high-density, and reliable power supply systems, which in turn accelerates the application of modular and integrated power systems [1][14][16]. Additional Important Insights - The **magnet system** is crucial in controlled nuclear fusion, accounting for approximately **28%** of the experimental pile's value, with a shift towards high-temperature superconductors expected to reduce cooling requirements and costs [1][7]. - The **power supply system** plays a significant role, comprising about **8%** of the overall system, with domestic and international companies likely to secure contracts in upcoming bidding processes [1][8]. - The **controlled nuclear fusion supply chain** includes upstream materials, midstream equipment, and downstream research institutions, with key players identified in each segment [1][9]. - **West Superconducting** is a key supplier of low-temperature superconducting wires, with a projected market value of **500 million RMB** in 2025, despite currently lower market attention [1][10][11]. - The **module power supply industry** is expected to enter a high-growth cycle, driven by defense and AI applications, with the military module power supply market projected to exceed **10 billion RMB** by 2025 and **15 billion RMB** by 2028 [1][12][13]. - The global AI market is anticipated to exceed **11 trillion USD** by 2030, with related supply equipment markets growing even faster, indicating significant investment opportunities [1][17][18]. Conclusion - The controlled nuclear fusion industry is poised for growth with ongoing projects and increasing demand for related technologies. The module power supply sector is also expected to thrive due to rising defense and AI needs, presenting various investment opportunities in the coming years [1][12][13][17].

Company Overview - AVIC Xi'an Aircraft Industry Group Co., Ltd. (AVIC Xifei) was established on June 18, 1997, and became the first listed company in China's aviation manufacturing industry on June 26, 1997 [2][3] - The company primarily engages in the research, production, maintenance, and service of large and medium-sized aircraft and aviation components, with significant partnerships with Airbus, Boeing, and COMAC [3][4] Industry Context - The aviation industry is a strategic high-tech sector in China, characterized by high knowledge and technology intensity, with strong employment absorption capacity [4][5] - The company is a major manufacturer of military transport aircraft, bombers, and special-purpose aircraft, focusing on high-quality, efficient, low-cost, and sustainable development [5][6] Future Outlook and Strategic Planning - The company aims to focus on aircraft research, production, maintenance, and services, enhancing technological innovation and achieving breakthroughs in key technologies [6][7] - During the 14th Five-Year Plan period, the company plans to diversify its product structure and strengthen its core capabilities in military and civil aviation, as well as aviation maintenance and service [6][7] Unmanned Aerial Vehicle (UAV) Development - The company has the technical reserves and operational capabilities for UAV development and will conduct research based on national needs while monitoring market conditions [6][7] Composite Materials Advantage - The company has achieved significant advancements in composite materials, leading the industry in various aspects such as products, technology, and production capacity [7] - It aims to expand the application of composite materials in aerospace, deep-sea, railways, and unmanned equipment, enhancing market competitiveness and optimizing industrial structure [7]