Core Viewpoint - The economic situation in Zhuzhou is showing positive growth, particularly in the manufacturing sector, with a focus on advanced manufacturing and emerging industries driving this progress [1][3]. Group 1: Advanced Manufacturing Development - Zhuzhou's advanced manufacturing sector has seen a significant increase, with the added value of advanced manufacturing growing by 10.7% from January to May, contributing 55.2% to the city's industrial output [3][4]. - The investment structure in Zhuzhou has fundamentally shifted, with industrial investment growth rising from 5.5% to 17.5% since 2020, now accounting for 60.4% of fixed asset investment [3][11]. - The city is committed to a "manufacturing first" approach, integrating manufacturing and research to enhance innovation and productivity [3][4]. Group 2: Emerging Industries Growth - Emerging industries in Zhuzhou are flourishing, with significant growth observed in sectors such as wind power, electronic equipment manufacturing, automotive manufacturing, advanced materials, and biomedicine, all achieving double-digit growth [7][8]. - The city is optimizing its industrial landscape to promote emerging industries, leveraging its industrial foundation and research capabilities to foster new sectors like new energy equipment and industrial software [9][10]. - The successful application of Beidou technology across various fields is a testament to Zhuzhou's ability to convert technological advantages into industrial strengths [9]. Group 3: Industrial Investment and Future Potential - Industrial investment in Zhuzhou has consistently increased, with a notable 17.5% growth this year, indicating strong confidence in the local business environment and future market prospects [11][12]. - The city has attracted significant strategic emerging industry projects, such as the carbon silicon semiconductor equipment production base and the CRRC "dual carbon" industrial park, which are expected to bolster the new industrial landscape [12]. - Zhuzhou's focus on green and low-carbon technologies is evident, with numerous projects recognized for their environmental sustainability, positioning the city for future economic advancements [12].

2025 年 06 月 29 日 行业研究 评级：推荐(维持) 研究所： | 证券分析师： | 李永磊 S0350521080004 | | --- | --- | | | liyl03@ghzq.com.cn | | 证券分析师： | 董伯骏 S0350521080009 | | | dongbj@ghzq.com.cn | | 证券分析师： | 陈云 S0350524070001 | | | cheny17@ghzq.com.cn | [Table_Title] 全球 7nm 及以下产能 2024-2028 CAGR 料达 14%， 我国光伏累计装机破 10 亿千瓦 ——化工新材料产业周报 最近一年走势 核心逻辑 新材料是化工行业未来发展的一个重要方向，正处于下游需求迅速 爆发阶段，随着政策支持与技术突破，国内新材料有望迎来加速成 长期。所谓"一代材料，一代产业"，新材料产业属于基石性产业， 是其他产业的物质基础。我们筛选了支撑人类社会发展的重要领域， 包括电子信息、新能源、生物技术、节能环保等，持续挖掘并追踪 处于上游核心供应链、研发能力较强、管理优异的新材料公司。 1）电子信息板块：重点关注半导体材料 ...

中国航发交付2台AEP100发动机 助力W5000大型货运无人飞机首飞 智通财经6月25日电，中国航发南方、动研所向白鲸航线（常州）科技有限公司交付2台AEP100发动 机，将助力W5000大型货运无人飞机在今年下半年实现首飞。 ...

Core Viewpoint - The AES100 engine has received production certification and signed sales contracts, marking its transition from design and development to mass production, which supports the development of low-altitude equipment [1][6]. Group 1: Engine Specifications and Capabilities - The AES100 engine is China's first 1000 kW class advanced civil turboshaft engine developed according to international airworthiness standards, capable of operating safely and stably under complex conditions such as icing, heavy rain, and strong electromagnetic environments [1]. - This engine can be installed on 5 to 6-ton dual-engine helicopters and 3 to 4-ton single-engine helicopters, as well as tilt-rotor aircraft, for various missions including transportation, sightseeing, patrol, police, and rescue [1][6]. Group 2: Future Developments and Innovations - In addition to the AES100 engine, a new 900 kW turboprop engine named AEP100 has been developed, suitable for 3 to 10-ton drones, which has completed its first flight and meets international performance standards [6]. - A 200 kW turboshaft engine, the AES20, has been developed for lightweight aircraft, expanding capabilities in the 1-ton lightweight helicopter sector [6].