特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 深圳市中图仪器股份有限公司收到中国商飞感谢信，肯定其在大飞机事业中的贡献。双方合作推进国产高端测量装备自主研制与应用，助力 C919交付及C929研制，提升制造精度与保障能力，共促航空装备自主化发展。 中国商飞上海飞机制造有限公司 感谢 信 深圳市中图仪器股份有限公司: 时序更替,万象启新。上海飞机制造有限公司向贵司 领导和同志们致以最诚挚的祝福和最美好的祝愿!向贵司 长期以来对大飞机事业和上飞公司的关心、支持和帮助表 示最衷心的感谢! 共同推进了国产高端测量装备的自主研制与集成应用,在 关键技术验证与软件生态构建方面取得了扎实进展,有力 支撑了装备国产化与制造能力升级。在此,向贵司领导和 同志们表示衷心的感谢和崇高的敬意! 2026年是"十五五"开局之年,是大飞机产业化发 展的重要一年。我们将始终学习贯彻党的二十届四中全会 精神,认真落实习近平总书记交办的"规模化系列化发展、 自主可控、安全可靠"三大任务,在贵司的关心支持下, 坚持以客户为中心,坚持"拼、稳、齐",坚守质量安全 底线,为高质 ...

春节近在眼前，交投热情依然高涨！今日（2月12日）沪指窄幅震荡，深证成指与创业板指走势较强， 创业板指领涨超1.3%。沪深京三市成交额2.16万亿元，较昨日放量1598亿元。 AI赛道，喜迎迎多重利好催化：①国资委提出，推动中央企业积极扩大算力有效投资，推进"算力+电 力"协同发展；②智谱发布新一代旗舰模型GLM-5并上调AI编程订阅套餐价格，Deepseek、MiniMax、 字节豆包集体宣布上新；③Meta宣布将斥资100亿美元建设数据中心。 盘面上，科技成长方向再度走强！"AI双子星"方面，天孚通信股价刷新历史新高，一键布局"算力+AI 应用"的创业板人工智能ETF华宝（159363）场内价格大涨近4%；豆包大模型2.0初定2月14日发布，字 节跳动产业链权重占比超29%的科创人工智能ETF华宝（589520）场内价格猛拉4.02%。 AI推动云计算市场高增长，智谱AI、优刻得等头部厂商正式上调云服务价格，优刻得20CM涨停，重点 布局国产算力、AI应用领域的大数据ETF华宝（516700）场内价格涨近3%，斩获日线6连阳。中信证券 表示，算力发展具备高确定性，看好国产算力芯片及国产系统级厂商投资机遇* ...

2月12日，军工板块低开高走，高人气军工ETF华宝（512810）放量收涨1.3%跑赢大市。成份股58涨22 跌，华丰科技领涨12.09%，应流股份涨停创新高，权重股航发动力涨5.89%，中国船舶涨3.06%。商业 航天权重股航天电子、中国卫星跌逾2%。 军工行业多领域景气高企，行情催化剂尤为密集。 *券商观点来源：太平洋证券20260209《军工行业周报（2026.02.02-2026.02.08）：我国成功发射一型可 重复使用试验航天器》 注：投资者在申购或赎回基金份额时，申购赎回代理机构可按照不超过0.5%的标准收取佣金，其中包 含证券交易所、登记机构等收取的相关费用。 商业航天领域， 2月11日长征十号飞行试验的火箭一子级成功完成返回段飞行和受控溅落。我国可回收 火箭持续取得突破，太空运力产能有望持续增长。 大飞机领域，日前中国商飞携C909、C919参展新加坡航展，期间与山西成功通用航空股份有限公司签 署6架C909灭火机订单，国产大飞机全球拓展进程有望加速。 船舶领域，2025年中国船企三大核心指标（完工量、新接订单量、手持订单量）逆势增长，连续16年稳 居全球首位。2026年强劲势头延续，多家船 ...

Core Viewpoint - The article highlights the successful operations and initiatives of China Southern Airlines Shantou during the 2026 Spring Festival travel season, showcasing increased passenger traffic and special services aimed at enhancing the travel experience for customers. Group 1: Passenger Traffic and Operations - During the first week of the Spring Festival (February 2 to February 8), China Southern Airlines Shantou executed flights at a 15% increase year-on-year, carrying 82,800 passengers, which is a 10% increase compared to the previous year [1] - The passenger load factor on several routes from Chaoshan to major cities such as Shanghai, Beijing, Zhengzhou, Changsha, Chongqing, and Qingdao exceeded 90% [1] Group 2: Service Enhancements - China Southern Airlines Shantou has added new flights from Chaoshan to Shanghai Hongqiao and Zhuhai, and increased the frequency of flights to popular destinations like Bangkok, Shanghai Pudong, Beijing Daxing, Hangzhou, and Yiwu [2] - The airline has implemented larger aircraft on certain routes to enhance passenger capacity and adjusted flight schedules for better connectivity [2] - Special promotions for the New Year have been introduced, offering benefits in ticket prices, baggage allowances, and flexible change policies for various customer segments [2] Group 3: Cultural and Customer Engagement Initiatives - A themed event titled "Spring Warmth Homecoming" was organized to celebrate the cultural heritage of Chaoshan, featuring activities such as local dialect games, customized bookmarks, and warm tea service at baggage claim [3] - Flight attendants engaged with passengers by introducing popular tourist spots and offering local delicacies, creating a cultural connection during flights [3] Group 4: Pet Travel Services - Starting February 6, China Southern Airlines Shantou launched a "Pets in Cabin" service, allowing passengers to bring their pets on board for a fee, applicable to all direct flights in economy class except for the C909 model [4] - Passengers can carry one pet per flight and will receive a special boarding pass for their pet [4]

截至目前，南航C919机队已入列飞机共计9架。 CZ3717/CZ3718，9时30分从长沙黄花机场出发，12时抵达北京大兴机场，13时10分从北京大兴机场出 发，16时抵达长沙黄花机场。 CZ3147/CZ6137，17时30分长沙黄花机场出发，20时抵达北京大兴机场，21时30分北京大兴机场出发， 次日0时10分抵达长沙黄花机场。 记者从中国南方航空公司了解到，昨天，南航最新接收的第9架国产大飞机C919正式投入运营，首航航 班执飞广州—西安航线。 首航后，此架飞机计划将在春运期间每日执飞长沙—北京大兴航线2个往返，具体时刻为： 自2月2日春运启幕，南航持续加大国产飞机的运力投入，C919和C909飞机执行航班近1400班次，同比 2025年春运同期增长49.1%，承运旅客超12.3万人次，同比增长60.3%。其中，南航国产大飞机C919机 型已执行航班275班次，承运旅客超3.8万人次，客座率达86.3%。 据央视 ...

Investment Rating - The report maintains a "Positive" outlook on the defense and military industry [4] Core Insights - The report emphasizes the focus on domestic large aircraft and commercial aerospace, highlighting the successful participation of COMAC in the 2026 Singapore Airshow, which is expected to accelerate order acquisition [7][10] - The design and testing phase of the C929 wide-body aircraft is progressing rapidly, with initial wind tunnel tests already underway, indicating a potential acceleration in R&D progress [12] - The report continues to favor commercial aerospace, military aircraft, and new types of combat capabilities, suggesting that the military industry will benefit from both domestic and international demand [13] Summary by Sections 1.1 COMAC's Participation in the 2026 Singapore Airshow - COMAC showcased multiple aircraft models, including the C909 and C919, and secured an order for six C909 firefighting aircraft, indicating a growing recognition of domestic large aircraft in international markets [10][11] 1.2 Acceleration of C929 Development - The C929's design and testing are being expedited, with resources mobilized to potentially launch the aircraft ahead of schedule. Initial wind tunnel tests have begun, marking a significant milestone in the aircraft's development [12] 1.3 Continued Optimism for Commercial Aerospace and Military Growth - The report anticipates that the "14th Five-Year Plan" will enhance military equipment construction, with a focus on unmanned systems and deep-sea technology. The military sector is expected to see growth from both civilian and military trade, positioning it as a second growth driver for the industry [13][14]

Investment Rating - The report maintains an "Overweight" rating for the industry [5] Core Insights - The commercial aerospace sector is expected to enter a phase of rapid growth, driven by the upcoming large-scale launch of the Starship, which will significantly enhance the efficiency of satellite deployment and related services [9][17] - The domestic large aircraft industry is seeing an increase in delivery speed and localization rates, with optimistic prospects for overseas market expansion [18][19] Summary by Sections Policy Insights - The "14th Five-Year Plan" emphasizes the development of strategic emerging industries, including aerospace, with increased policy support expected [10][32] - The establishment of a dedicated regulatory body for commercial aerospace aims to enhance safety and promote industry growth [10][32] - Local governments are actively promoting commercial aerospace initiatives, with over 20 provinces outlining plans in their government reports [11][34] Technical Developments - Recent successful launches of new rocket models, such as the Zhuque-3 and Long March 12, demonstrate advancements in China's launch capabilities [12][37] - The successful testing of reusable spacecraft and multi-satellite deployment systems indicates significant progress in technology that supports commercial space missions [12][38] Financing Trends - The introduction of new listing standards for commercial rocket companies on the Sci-Tech Innovation Board is expected to facilitate financing and enhance industrial capabilities [14][39] - Blue Arrow Aerospace's IPO has been accepted, indicating a shift towards capitalizing the commercial aerospace sector [14][40] Demand Dynamics - The concept of "space computing" is transitioning into a commercial reality, driving growth in the commercial aerospace sector [15][41] - The upcoming Beijing International Commercial Aerospace Exhibition is anticipated to generate significant procurement demand, showcasing advancements across the industry [15][41] International Competition - The global competition for space resources is intensifying, with significant satellite deployment plans from both China and the U.S. [16][42] - The SpaceX Starship is expected to achieve a launch frequency of over once per hour within four years, supporting large-scale deep space missions [16][42]

本届航展上，中国商飞的C919和C909"携手亮相"，凭借更高的燃油经济性和先进的结构设计，成为现 场焦点。《航空周刊》亚太记者陈传人告诉东方卫视记者，越南、柬埔寨、文莱等东南亚国家都在发展 航空运输业，中国商飞及其他中国企业正在"一带一路"倡议的推动下，不断开拓东南亚市场。 中航工业展台前，J-35A大比例模型列阵"C位"。马来西亚西星航空业务发展部项目经理奥斯曼告诉东方 卫视记者，"中航工业集团拥有众多产品，且在无人机等多领域研发投入巨大，不少航空企业都希望与 其探讨合作可能。" 中国联合飞机集团等民营企业也带来多款产品。其中，铂影T1400纵列式无人直升机首次以真机形式海 外亮相，这架"空中重卡"拥有大载荷、长续航，在现场备受海岛国家关注。联合飞机副总裁孙立业告诉 东方卫视记者，T1400拥有综合优势，首先是效率优势，海岛国家不可能建立像中国那么发达的高速公 路网，只能用空运的网络；其次是时间优势，船运时间成本很高，T1400可以大幅降低时间成本；第 三，T1400的运营成本接近家用小轿车，性价比很高。 第十届新加坡航展正在樟宜展览中心举行，来自50多个国家和地区的1000多家企业参展，"中国制造"引 ...

主办方介绍，本届航展吸引了来自50多个国家和地区的1000多家企业参展。除中国商飞、中国航空工业 集团等央企外，联合飞机等多家中国民营企业也设展参展。（记者：舒畅；视频：操兰漪） 责编：李磊、卢思宇 0:00 第十届新加坡航展3日在樟宜展览中心拉开帷幕。本届航展设有静态展示区，展出飞机超过35架，涵盖 民用、商务、军用及无人机等多个领域。其中，中国商飞展示C919和C909机型。 ...

0:00 主办方介绍，本届航展吸引了来自50多个国家和地区的1000多家企业参展。除中国商飞、中国航空工业 集团等央企外，联合飞机等多家中国民营企业也设展参展。（记者：舒畅；视频：操兰漪） 第十届新加坡航展3日在樟宜展览中心拉开帷幕。本届航展设有静态展示区，展出飞机超过35架，涵盖 民用、商务、军用及无人机等多个领域。其中，中国商飞展示C919和C909机型。 ...