【投资者问】贵公司作为国防军工行业，请问是否有军贸配套产品或者军贸产业链方面的相关运用？ 山河智能 [002097] ：公司型号装备主要交付部队使用，暂未开展军贸业务。目前，山河特装也在积极 开发适用于军贸业务的产品。 传闻纷飞，严谨求证， 掌握权威、真实的声音。 军工板块成为近日A股市场上的人气王，多只概念股集体飙涨。受"9·3阅兵"筹备消息刺激，叠加俄乌冲 突、伊以冲突等地缘政治风险持续发酵，资金加速涌入国防军工领域。值得注意的是，近期在青岛举行 的上海合作组织成员国国防部长会议，多国国防部长参观了中国海军052D型驱逐舰的公开报道，进一 步强化了市场对我国军工装备出口潜力的预期。 机构分析认为，此轮军工行情具备三重逻辑支撑：一是建军节临近与阅兵预期带来的短期事件驱动；二 是全球军费开支进入新一轮扩张周期，我国军工企业凭借高性价比装备有望扩大国际市场份额；三是国 企改革深化背景下，军工央企资产证券化率提升空间显著。 近期投资者对军工、军贸、军品登相关话题的询问逐渐增多。全景为您精选来自上市公司最真实的声 音。 （以下内容均摘自深交所互动易、上证 e 互动、上市公司公告等） 【投资者问】贵公司军工产品有出口 ...

Core Viewpoint - The simultaneous deployment of China's aircraft carriers Liaoning and Shandong in the Western Pacific is seen as a significant challenge to U.S. naval dominance in the region, prompting calls for the U.S. Navy to enhance its response capabilities [6][8][10]. Summary by Sections Chinese Naval Activities - China's aircraft carrier fleet, including Liaoning and Shandong, recently conducted training exercises in the Western Pacific, marking the first time both carriers have been reported operating simultaneously in this area [6][9]. - The Liaoning was reported to be operating near Japan's Nanyo Island on June 7, with a large escort fleet including various destroyers and supply ships [6][7]. - The Shandong was tracked approximately 550 kilometers southeast of Miyako Island, also conducting flight operations [7]. International Reactions - Japan's Self-Defense Forces have been closely monitoring the movements of the Chinese carriers, with reports highlighting the need for Japan to enhance its defense capabilities in response to China's growing naval presence [7][10]. - U.S. media outlets have speculated that China's naval exercises could be aimed at demonstrating its ability to counter U.S. forces in the event of a crisis, particularly concerning Taiwan [9][10]. Strategic Implications - The presence of both Chinese carriers in the Pacific is interpreted as a demonstration of China's expanding operational reach, potentially threatening U.S. interests from the Ogasawara Islands to Guam [9][10]. - Analysts suggest that the dual carrier operations signify an enhancement of China's maritime combat capabilities, indicating a shift in the balance of naval power in the region [12]. U.S. Naval Readiness - Reports indicate that the U.S. Navy's current carrier presence in the region is limited, with only the aging USS Nimitz and USS Washington available, raising concerns about the U.S. ability to respond effectively to Chinese naval maneuvers [10][11][12]. - The USS Washington has been largely inactive since its arrival in Japan, highlighting potential gaps in U.S. naval readiness in the face of increasing Chinese maritime activities [11].

Core Viewpoint - The Chinese Navy's Liaoning aircraft carrier group has reportedly broken through the Second Island Chain, reaching the waters southwest of Japan's Minami-Tori-shima, marking a significant enhancement in China's naval capabilities and long-range operational reach [1][5]. Summary by Sections Naval Movements - The Liaoning carrier group, including the 052D destroyer Tangshan and the 055 destroyer Wuxi, was confirmed to be operating approximately 300 kilometers southwest of Minami-Tori-shima [4]. - The carrier conducted flight operations for both carrier-based fighter jets and helicopters during its journey [4]. - The last recorded movement of the Liaoning was on May 30, after which there was a seven-day gap in reporting its activities until it reappeared near Minami-Tori-shima on June 7 [5]. Japanese Response - The Japan Self-Defense Forces dispatched the destroyer "Yahagi" to monitor the Liaoning carrier group after it was detected again [4]. - Japanese media highlighted the significance of the Liaoning's presence near Japan's easternmost islands, indicating a shift in regional naval dynamics [5]. Historical Context - Minami-Tori-shima, Japan's easternmost island, has historical military significance, having been involved in World War II naval operations [6]. - Since May, at least three 055 destroyers, three 052D destroyers, and four 054A frigates have been active in the Pacific beyond the First Island Chain, indicating a broader operational scope for the Chinese Navy [6]. U.S. Naval Activity - The U.S. Navy has not responded to the activities of the Liaoning carrier group, with the nearest U.S. carrier, the "Nimitz," operating near the Philippines [7]. - Current U.S. carrier operations do not appear to be in direct response to the movements of the Liaoning [7]. Official Statements - The Chinese Ministry of Defense stated that the Liaoning's training activities are not aimed at any specific country and comply with international law, suggesting that Japan's reactions may be excessive [9].