证券代码：000768 证券简称：中航西飞 中航西安飞机工业集团股份有限公司 投资者关系活动记录表 公司坚定科技自立自强之路，强化科技创新体系战略支撑 作用，积极开展基础应用研究、前沿技术研究，统筹推进创新 平台建设，积极参与重大科技项目，全面优化创新激励机制， 充分激发创新内生动力，精心营造科技创新氛围，数智航空能 力体系建设深入推进，创新投入持续加强，依托大飞机创新原 成功孵化省部级实验室，高等级科技奖励不断取得突破，持续 赋能航空武器装备研制，加速形成新质战斗力。 公司拥有诸多国家发明专利、实用新型专利，形成了以大 型飞机、中型运输机、轰炸机、特种飞机、大型部件为代表的 飞机数智化研制体系，即数字化设计、数字化制造的协同研制 能力，专业齐全、技术领先的军民机产品研发设计能力，在无 人机智能化、低成本等关键技术领域取得突破。 （二）先进的民用航空 编号：2025-006 | 投资者关系 | 特定对象调研分析师会议 | | --- | --- | | | □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（请文字说明其他活动内容） | | 活动参与人员 ...

Core Viewpoint - The article highlights the significant progress made by Chinese airlines, particularly Air China, in operating domestically manufactured aircraft, specifically the C909 model, on international routes, marking a crucial step in the internationalization of Chinese civil aviation products [3][4][5]. Group 1: Domestic Operations and Achievements - Air China has successfully operated the C909 aircraft on the international route from Hohhot to Ulaanbaatar, which is a notable milestone in promoting the international operation of domestically produced aircraft [4][5]. - The C909 aircraft, developed by COMAC, has a capacity of 78-97 seats and a range of 2,225-3,700 kilometers, and has been in commercial operation for nine years, with a total of 166 units delivered and over 700 routes operated, transporting more than 24 million passengers [7][8]. - Air China has a fleet of 35 C909 aircraft, achieving over 110,000 flight hours and transporting over 4.13 million passengers since its introduction [3][4]. Group 2: Strategic Importance and Market Expansion - The introduction of the C909 is part of Air China's strategy to enhance its regional flight capacity and improve its overall route network, aligning with the Belt and Road Initiative [4][5]. - The C909's operational efficiency on short-haul routes, such as the 1,100-kilometer Hohhot-Ulaanbaatar route, allows for significant cost savings compared to larger aircraft, thus improving operational efficiency [5][6]. - The C909 has been showcased in international airshows, with plans for further market penetration in Southeast Asia, where demand for civil aviation is high and competition is fierce [8][10]. Group 3: Internationalization Efforts - Other airlines, such as Chengdu Airlines and China Southern Airlines, have also begun operating the C909 on international routes, indicating a growing acceptance of this aircraft model in the global market [8][10]. - The C909 has received type acceptance certificates from various countries, facilitating its operation in international markets, with Laos being the latest to issue such a certificate [9][10]. - COMAC is actively preparing for the international launch of its C919 model, with plans to increase production capacity and establish a presence in overseas markets [10][11].

Group 1 - The U.S. government has notified General Electric Aviation that it can resume exporting jet engines to the Commercial Aircraft Corporation of China (COMAC), indicating a thaw in U.S.-China trade tensions [1][2] - The restored export licenses include the LEAP-1C engine for the COMAC C919 single-aisle passenger aircraft and the CF34 engine for the C909 regional aircraft [2][4] - Other aerospace companies, such as Honeywell Aerospace and Collins Aerospace, also had their export restrictions lifted, allowing them to supply components for the C919 [4][10] Group 2 - The lifting of the export ban was anticipated, reflecting the unpredictable nature of the current U.S. administration and the ongoing trade negotiations between the two countries [1][6] - Despite the lifting of the ban, the domestic production process for the C919 will continue to advance, with a focus on developing domestic engines [8][10] - The Chinese aviation industry has made significant progress in recent years, with domestic systems like flight control and avionics being developed to meet international standards [8][9]

Core Points - The international passenger route from Kashgar, Xinjiang, China to Khujand, Tajikistan has officially resumed operations, marking a significant development in regional connectivity [1] - The route is operated by China's domestically developed C909 regional passenger aircraft, with a one-way flight time of approximately 2 hours and 10 minutes [1] - The route is set to operate regularly, with one round trip scheduled every Tuesday, catering to market demand, especially during the peak tourist season in Xinjiang [1] Industry Impact - The resumption of this route significantly reduces travel time between Kashgar and Khujand, enhancing the accessibility between Xinjiang and Central Asian countries [1] - This development is expected to facilitate personnel exchanges and provide an efficient travel channel for international passengers [1] - The route is anticipated to promote economic and trade cooperation, as well as cultural tourism between Xinjiang and Central Asia [1]

Group 1: Electronic Information Manufacturing Industry - The added value of China's electronic information manufacturing industry increased by 11.1% year-on-year in the first five months of 2025, outperforming the overall industrial growth by 4.8 percentage points and high-tech manufacturing growth by 1.6 percentage points [1] - The industry achieved an operating revenue of 6.49 trillion yuan, a year-on-year growth of 9.4%, and a total profit of 216.2 billion yuan, reflecting a year-on-year increase of 11.9% [3] Group 2: Air Cargo Logistics - In the first half of 2025, China opened 117 new international air cargo routes, with a weekly increase of over 233 round-trip flights [6] - The route structure primarily focuses on Asia and Europe, with 54 routes to Asia, 45 to Europe, and 12 to North America [8] Group 3: Light Industry - The added value of China's light industry increased by 7.0% year-on-year in the first five months of 2025, with operating revenue reaching 9.27 trillion yuan [9] - Retail sales of 11 categories of light industrial goods exceeded 3.5 trillion yuan, marking a year-on-year growth of 11.9% [9] - Exports of light industrial goods reached 373.21 billion USD, accounting for one-quarter of the national total exports, indicating resilient foreign trade [11] Group 4: New Quality Productivity - In 2024, the new quality productivity sectors, including digital economy, high-tech industry, and robotics, received a corporate income tax reduction of 1.97 trillion yuan, with total operating revenue growing by 7.1% and total profit by 5.2% [13] Group 5: Film Industry - The box office for Chinese films in the first half of 2025 reached 29.231 billion yuan, a 22.91% increase compared to the same period in 2024, driven by successful releases like "Nezha" [21]

当地时间7月1日，美国国会参议院通过全面减税和支出法案，并提交众议院。美国总统特 朗普对他推出的此项大规模税收与支出法案简称为"大而美"法案。美国参议院当天上午 以 51比50的投票结果 通过了该项法案。在此期间，参议员们就数十项拟议的立法修改进行了 投票。 驱逐马斯克？ 特朗普：得考虑一下！ 昨天， 发生了哪些财经大事？ 美参议院51比50通过大而美法案 当地时间7月1日，特朗普启程前往"鳄鱼恶魔岛"时接受记者采访 图源：社交平台X视频截图 油价上涨！ 据国家发展改革委消息，受国际油价震荡上涨影响， 国内汽柴油价格于7月1日24时上调。 本轮成品油调价周期内（6月17日—6月30日）国际油价大幅震荡，均价高于上轮调价周 期， 本次油价调整具体情况如下：从7月1日24时起，国内汽、柴油每吨分别上调235元和 225元；全国平均来看，92号汽油、95号汽油和0号柴油每升上调0.18元、0.19元和0.19 元。用92号汽油加满50升的油箱 将多 花9元 。 与此同时，美国总统特朗普与 美国企业家、特斯拉首席执行官埃隆·马斯克 因税改法案爆 发的"口水战"持续升级。 据CCTV国际时讯7月1日报道， 当地时间7月 ...

【今日#热点新闻一览#】#2025上半年电影票房超292亿元# 1. 7月1日，国家防灾减灾救灾委员会办公室等多部门调拨折叠床、毛毯等1.2万件中央救灾物资，支持 河南南阳、湖北恩施等地做好受灾群众紧急转移安置和救灾救助工作。 2. 根据国家电影局统计，2025年上半年电影票房为292.31亿元，观影人次为6.41亿，同比分别增长 22.91%和16.89%，国产影片票房占比为91.2%。 6. 国铁集团表示，目前旅客乘坐火车不查验充电宝是否有3C认证，只要额定能量不超过100WH即可携 带。 7. 近日，第三轮第四批8个中央生态环境保护督察组全面完成督察进驻阶段工作。 8. 2025年下半年中小学教师资格考试（笔试）报名工作将于7月4日启动。此次笔试在31个省（自治区、 直辖市）举办，报名公告将陆续上网。 9. 近日，教育部发布了普通高中数学、物理、化学、生物学、地理、通用技术和信息技术7个学科教学 装备配置标准，健全中小学装备配置标准体系，规范和引领全国普通高中学校教学装备的科学配备，加 快推进基础教育高质量发展。 10. 7月1日，2025年温网女单首轮，王欣瑜2比0击败赛会15号种子穆霍娃顺利晋级；郑 ...

Group 1 - The Ministry of Industry and Information Technology reported that from January to May, the added value of the electronic information manufacturing industry increased by 11.1% year-on-year [2] - The new regulations on credit service fees, effective from July 1, are expected to save users 1.1 billion yuan annually [4] - The construction of the Hu-Yu-Rong high-speed railway's Taiyang Bridge has made significant progress as of July 1 [23] Group 2 - The largest oil recovery vessel in China's maritime history was officially commissioned on July 1 [7] - The box office for domestic films accounted for 91.2% of the total, with a total box office of 29.231 billion yuan in the first half of 2025 [7] - The launch of artificial intelligence general education in Beijing's primary and secondary schools will begin in September, with a minimum of 8 class hours per academic year [9]

Core Viewpoint - The launch of the C909 aircraft on an international route marks a significant milestone for China's aviation industry and its domestic aircraft manufacturing capabilities [1][3]. Group 1: C909 Aircraft Launch - China National Airlines has commenced the first international flight using the domestically developed C909 aircraft, operating from Hohhot to Ulaanbaatar, Mongolia [1]. - The inaugural flight was celebrated with a water salute at Ulaanbaatar International Airport, showcasing the importance of this event in the aviation sector [1]. Group 2: Operational Details - The new route will operate seven flights per week, with the flight procedures tailored to the C909's specifications, including runway conditions and navigation facilities [3]. - As of now, a total of 166 C909 aircraft have been delivered, serving over 700 routes and transporting more than 24 million passengers [3]. Group 3: International Expansion - The C909 is gradually expanding its presence in the ASEAN market, with Chengdu Airlines leasing two C909 aircraft to VietJet Air for new routes in Vietnam [3]. - The first C909 aircraft was delivered to Lao Airlines in March, and Indonesian airline Wings Air has been operating domestic routes with the C909 since 2022 [3]. - Malaysia Airlines Group is currently evaluating plans to purchase Chinese aircraft, indicating growing interest in the C909 model [3].

沈敏娟表示，在全球航空业复苏增长的关键时期，期待着中蒙航空企业建立更加紧密、深厚的合作 关系，希望中国国产飞机能执飞更多中蒙航线，为更多旅客带来更加安全、经济、舒适的飞行体验，为 全球航空运输业繁荣发展作出更多贡献。 国航亚太地区总部总经理薛钧表示，中国和蒙古国在民航运输历史上的合作源远流长，从首次架起 两国间的空中桥梁至今，已经走过了75年的光辉历程。C909执飞呼和浩特—乌兰巴托—呼和浩特航 线，是国航服务两国经贸合作、推动深化人文交流的最新举措。我们将继续服务共建"一带一路"高质量 发展，全力把这条航线打造成为展示国产飞机、传递中蒙友谊的崭新名片。 人民网乌兰巴托7月1日电 （记者张朋辉）7月1日上午，中国国际航空公司所属的国产C909飞机平 稳降落在蒙古国乌兰巴托成吉思汗国际机场。这是国产C909飞机首次载着五星红旗飞出国门，也标志 着国航C909飞机正式迈入国际商业运营新阶段。 8时许，这架C909从呼和浩特起飞。飞机落地时，机场以"水门礼"迎接。国航在乌兰巴托成吉思汗 国际机场举办了C909首飞国际航线主题活动。自7月1日起，国航C909开始执飞呼和浩特—乌兰巴托— 呼和浩特航线，航班号CA757 ...