据了解，近年来随着国产自研高性能航空装备的亮相，及国际客户的需求增长，为国产航空装备出口带 来新机遇。广联航空始终注重技术研发与产业协同，不断提升产品性能与质量稳定性，强化与上下游产 业链的合作，致力于构建完善的军贸业务体系，以更好地把握国际市场机遇，推动业务持续拓展。 广联航空通过聚焦航空航天高端装备制造领域，持续为国内各主机厂及科研院所提供研制配套服务，部 分产品通过总体单位及专业军贸公司的渠道实现出口，其中WJ-700高空高速无人机等重点产品的整机 结构已实现批量交付。 广联航空（300900）披露投资者关系活动记录表显示，公司于7月9日举行路演活动，中泰证券 （600918）、国投瑞银和银华基金等19家机构投资者参加活动。 广联航空参与了国家批复的多个大型飞机研制项目，是C919大型客机的零部件、成型工装供应商和 C929货舱门等零部件及中机身壁板组件装配生产线的供应商，设计制造了AG600水陆两栖飞机的总装 配生产线，此外还为多种型号军用飞机、航空发动机、燃气轮机、航天器以及无人机研制航空航天配套 产品。 据广联航空介绍，公司在西安、成都、自贡等地的产能布局已进入释放期，聚焦航空航天高端装备的研 发 ...

| | 特定对象调研 | 分析师会议 | | --- | --- | --- | | 投资者关系 | 媒体采访 | 业绩说明会 | | 活动类别 | 新闻发布会 | 路演活动  | | | 现场参观 | 其他（电话会议） | | | 1、中泰证券：陈鼎如、马梦泽、张丽婷、李鑫、周兴贞、李佳 | | | | 宸 | | | | 2、国投瑞银：李轩 | | | | 3、银华基金：郭澄 | | | | 4、交银施罗德：魏玉敏、张三维 | | | | 5、上银基金：黄颢 | | | | 6、易方达：鲍昀骁 | | | | 7、平安养老：陈晓光、陈良源 | | | 参与单位名称及 | 8、华夏未来资本：丁鑫 | | | 人员姓名 | 9、海通资管：董山青 | | | | 10、复熙资产：乐涵聃 | | | | 11、远信投资：周阳 | | | | 12、中泰资本：于鑫淼 | | | | 13、上海证券：赵军伟 | | | | 14、西部利得：毛振强 | | | | 15、昱奕资产：林雪峰 | | | | 16、汇丰晋信：胡连明 | | | | 17、山西金控：习宇 | | | | 18、博普资产：章腾飞 ...

Group 1 - The core viewpoint of the news highlights that Zhen Investment has conducted research on Guanglian Aviation, which has established a comprehensive production base covering multiple cities in China and is expanding into various sectors such as aerospace and low-altitude economy [1] - Guanglian Aviation has achieved growth in its aviation tooling business due to enhanced industrial support capabilities post-listing and increasing demand for new aerospace product development from the government [1] - The company is focusing on acquiring pre-research tasks to secure market share and is actively engaging in the development of structural products in the low-altitude economy sector, increasing R&D investment to explore niche markets [1] Group 2 - The international geopolitical changes have allowed Guanglian Aviation to expand its overseas market through military trade channels, with the WJ-700 high-altitude high-speed drone structure already being delivered in bulk [1] - The domestic large aircraft project is expected to provide long-term development opportunities for the company, optimizing its industrial layout and driving business towards high value-added segments, which will enhance revenue and profit continuously [1]

Group 1 - The company participated in multiple large aircraft development projects approved by the state, serving as a supplier for components and assembly lines for various aircraft, including the C919 and AG600 [1][2] - The company has established a comprehensive production base in key aviation provinces such as Harbin, Shenyang, Xi'an, and Chengdu, creating a nationwide industrial support network [1][2] - The company has achieved a complete business loop in the aviation manufacturing industry, expanding its operations into aerospace, low-altitude economy, and other fields, enhancing its competitive strength [2][3] Group 2 - The company has seen significant growth in its aviation tooling business over the past two years, driven by capital market support and increasing demand for new aerospace products [3] - The company is focusing on securing front-end R&D tasks for large composite material forming tools and assembly lines to strengthen customer loyalty and market share [3] - The company is actively engaging with low-altitude economy manufacturers to expand its product offerings in this emerging market, supported by national policies for strategic emerging industries [4]

乌克兰和俄罗斯之间的无人机特种作战行动的具体情况如何？ 在上周末，乌克兰国防部和安全局宣称对俄罗斯实施了一次无人机特种作战行 动，出动了 117 架无人机对俄方 5 个机场进行了打击。乌克兰方面声称摧毁了 包括图-95、图-22M3 以及俄制 A50 预警机在内的 41 架主要战略空军力量， 并公布了跑道上战略轰炸机被逐一点燃的视频。俄罗斯方面仅确认伊尔库茨克 州的机场遇袭，社交媒体上的 SAR 卫星图像显示梁赞州加杰列夫基地有四架 图-95 的残骸。 无人机产业投资分析 20250603 摘要 乌克兰宣称历时 18 个月策划无人机特种作战，通过秘密渠道向俄境内 输送 FPV 无人机，对俄战略空军力量造成打击，社交媒体 SAR 卫星图 像显示梁赞州加杰列夫基地有四架图-95 残骸，突显小型无人机在现代 战争中的潜力。 远程激活无人机可能通过 4G/5G 基站设施实现，但实时操控和图像回传 存在挑战。AI 自主识别目标并攻击技术上可行但尚未成熟，表明当前更 多依赖人工遥控进行打击，未来星链全球覆盖或将改变无人机控制模式。 FPV 无人机单价 500 至 4,000 美元不等，对战略预警机或轰炸机构成 威胁，改变 ...