Group 1 - The "Civil Helicopter Market Forecast Report (2025-2034)" predicts that the total flight hours of civil helicopters in China will exceed 300,000 hours by 2029 and 370,000 hours by 2034, driven by the optimization of the economic structure and the rapid development of the low-altitude economy [2] - The demand for aerial support in emergency rescue operations is a significant driver for the development of the helicopter industry in China, with over 7,500 lives saved since the introduction of helicopters in emergency rescue [2] - China Flying Dragon General Aviation Company has signed an order for 22 AC series civil helicopters with AVIC, which will be used in various scenarios including emergency rescue and medical assistance [2] Group 2 - The marine oil service sector has seen a continuous increase in the market size of helicopter services, with an annual growth rate exceeding 8%, driven by the need for daily transportation, medical rescue, and emergency evacuations [3] - During Typhoon "Hagupit," China National Offshore Oil Corporation successfully evacuated 1,713 personnel from offshore drilling platforms using 57 helicopter flights and 5 vessels, achieving zero casualties [3] Group 3 - Helicopter sightseeing is emerging as a popular new choice for tourists, with over 500 flights and more than 1,700 passengers during the recent National Day and Mid-Autumn Festival holidays in Gansu [5] - In 2024, helicopter sightseeing flights in China are expected to reach 426,000, representing a year-on-year growth of over 30%, with flight hours surpassing 37,000, doubling the figures from 2019 [5] - Experts indicate that helicopters play a crucial role in the development of the low-altitude economy due to their mature technology and enhanced flight stability and reliability [5]

央视网消息：10月16日开幕的第七届中国天津国际直升机博览会，通过馆内静展、室外静展、飞行表演等多种方式，集中展示了 中国各型直升机、无人机等通用航空和低空经济领域的新技术、新产品、新成果，呈现中国直升机全产业链的发展成效。 "空中救援利器"AC系列民用直升机集中亮相 作为"空中救援利器"，AC系列民用直升机在经济建设和应急救援等社会公共事务中发挥了重要作用。AC311A和AC312E两款民 用领域的直升机以真机的形式参展。据介绍，中国在研的大型重载运输直升机，因为运载能力大，且有更快的响应速度，在重大灾害 应对中可发挥重要作用。 本届直博会还增设了5000平方米的低空经济馆，一批设计感、科技感、未来感兼具的新型航空器，展现出低空经济的无限可能。 眼前这款首次成功参与北极科考任务的新一代中型垂直起降固定翼无人机，一经亮相就成为展馆的焦点。这款无人机采用混合动力设 计、翼身融合的气动布局，最大任务载重可达40公斤，最大续航时间可达10小时，最大巡航速度可达每小时120公里。 多款在研概念机型融合智能飞控等前沿技术方向 航空工业集团展台讲解员 林子钰：这两架都是真机，都是"空中救援利器"，应用于警航执法、应急救援 ...

新华社天津10月16日电 题：扶摇直上！直博会见证中国直升机产业新图景 新华社记者宋晨、梁姊 多型直升机惊艳亮相。 阵阵轰鸣声中，各型直升机振翼起飞，扶摇直上云霄！ 10月16日开幕的第七届中国天津国际直升机博览会，集中展示了我国各型直升机、无人机等通用航空和低空经济领域的新技术、新产品、新成 果。 据介绍，直-8L运输直升机客货舱空间较原直-8系列直升机增加40%，填补了国产直升机运输全地形车辆装备的空白。直-8系列机型与直-20J舰载 突击运输直升机、直-18系列直升机组成规模化运输阵列，具备全疆域机动投送与复杂环境任务执行能力，可构建高效立体的物资投送与人员转运 体系，为维护国家利益提供坚实保障。 作为"空中救援利器"，AC系列民用直升机在经济建设和应急救援等社会公共事务中发挥了重要作用。展台上有多款模型：4吨级AC332民用直升 机、7吨级AC352民用直升机，以及13吨级AC313A民用直升机。航空工业集团装备体系部副部长赵雷表示，我国在研的大型重载运输直升机，因 为运载能力大，且有更快的响应速度，在重大灾害应对中可发挥重要作用。 "我在电视上看到过这型直升机！"直-8L运输直升机模型前，观众们纷纷 ...

新华社天津10月16日电 题：扶摇直上！直博会见证中国直升机产业新图景 新华社记者宋晨、梁姊 阵阵轰鸣声中，各型直升机振翼起飞，扶摇直上云霄！ 10月16日开幕的第七届中国天津国际直升机博览会，集中展示了我国各型直升机、无人机等通用航空和低空经济领域的新技术、新产品、新 成果。 多型直升机惊艳亮相。 "我在电视上看到过这型直升机！"直-8L运输直升机模型前，观众们纷纷拍照留念。在纪念抗战胜利80周年阅兵时悬挂着"正义必胜""和平必 胜""人民必胜"的条幅飞过天安门广场的，正是这型直升机。 据介绍，直-8L运输直升机客货舱空间较原直-8系列直升机增加40%，填补了国产直升机运输全地形车辆装备的空白。直-8系列机型与直-20J 舰载突击运输直升机、直-18系列直升机组成规模化运输阵列，具备全疆域机动投送与复杂环境任务执行能力，可构建高效立体的物资投送与人员 转运体系，为维护国家利益提供坚实保障。 图为AC系列民用直升机模型。新华社记者宋晨 摄 作为"空中救援利器"，AC系列民用直升机在经济建设和应急救援等社会公共事务中发挥了重要作用。展台上有多款模型：4吨级AC332民用 直升机、7吨级AC352民用直升机，以及 ...

Core Viewpoint - The company plans to acquire significant stakes in Changhe Aircraft Industries Group and Harbin Aircraft Industry Group, enhancing its asset and business scale, and improving its helicopter R&D, production, and sales capabilities [1][2][3] Group 1: Transaction Details - The company intends to issue shares to acquire 92.43% of Changhe Group and 80.79% of Harbin Group from AVIC, and 7.57% of Changhe Group and 19.21% of Harbin Group from AVIC Group, with a total transaction price of 5.078 billion yuan [1] - The company plans to raise up to 3 billion yuan in supporting funds for this transaction [1] Group 2: Strategic Importance - The acquisition will make Changhe Group and Harbin Group wholly-owned subsidiaries, significantly enhancing the company's asset scale and business capabilities [1][2] - The transaction is expected to strengthen the company's position in the helicopter industry, integrating key R&D and production capabilities, and improving resource integration and innovation capabilities [2][3] Group 3: Industry Context - Changhe Group and Harbin Group are core players in China's helicopter R&D and production, with products including various helicopter models and components [1][2] - The transaction aligns with the company's strategy to capitalize on opportunities during the 14th Five-Year Plan period, aiming to strengthen its core business and enhance independence by reducing related party transactions [3]

"十四五"规划收官之年，军工低空公司一季度迎来开门红。 今年Q1，中直股份（600038）归母净利润同比增长55.12%，中无人机则实现扭亏为盈，营收同比增长 超2倍。 5月28日盘后，在业绩交流会上，中无人机董事长张晓军透露，"目前公司在手订单充足。预计2025年经 营规模较上年有大幅增长，实现扭亏为盈。" 中直股份董事长闫灵喜则表示，"公司(今年将)积极开展外贸业务，投资者可以有所期待！"2025年需求 或迎来大反转 近年来，国际局势动荡，军用无人机市场规模快速增长。不过，在市场节奏及重点订单等影响下，中无 人机去年业绩不及预期。 "(营收、净利双降)受市场需求变动、国内市场节奏调整及重点客户采购计划延后等影响。"中无人机董 事长张晓军在4月15日业绩交流会上表示。 天风证券（601162）认为，2025年作为"十四五"规划的收官之年，行业需求或有望逐步复苏，中无人机 也明确提出2025年将以"高质量发展"为引领，推动经营规模同比显著提升，且中无人机作为中航工业集 团旗下无人机上市平台，在信息化智能化无人化发展大背景下，未来前景或较好。 资料显示，中无人机的主要产品大型固定翼长航时无人机系统属于统计数据中 ...