翎亚航空副主席李耀民表示，今年正值中印尼建交75周年，该航线的开通是两国双边友好合作关系的有 力见证，将为深圳及周边旅客新增东南亚海岛旅游优质目的地的选择。 据了解，深圳机场在10月2日还开通了深圳—越南岘港航线，深圳直飞东南亚的客运航点增加至22个， 深圳机场4小时航程圈覆盖东南亚的区位优势进一步增强。高频次的直飞航线，与深圳机场现有丰富的 中国内地航线形成高效衔接，吸引更多中国内地游客经深圳前往东南亚。 C909飞机是中国首次按照国际通行适航标准自行研制、具有自主知识产权的中短程新型涡扇支线客 机。自2016年投入商业运营以来，共交付市场超过160架，用户覆盖中外10多家航司，累计运营700余条 航线，运送旅客超2400万人次。 中新社深圳10月3日电 (索有为刘韶滨)深圳直飞印度尼西亚美娜多国际客运航线10月3日开通，该航线由 印尼航司翎亚航空使用中国产支线客机C909执飞，这是该机型在深圳机场的"首飞"，也是中国产客机 首次在深圳执行国际航线任务。 此次开通的深圳—美娜多航线每周3班，每周二、周四、周六21:10从美娜多起飞，次日凌晨1:00到达深 圳；每周三、周五、周日凌晨2:00从深圳起飞，5:4 ...

中新社金边9月26日电 (记者 杨强)当地时间26日早晨6时30分，随着K6931国际航班顺利返航，柬埔寨国 家航空公司宣布开通西哈努克市至中国深圳直飞航班。这是柬国航今年继开通金边-深圳、暹粒-深圳航 班之后，另一条直达深圳的重要航线。 柬国航表示，西哈努克市至深圳首班直飞客运航班往返均接近满载，表明柬埔寨和中国两大商业中心之 间的联系进一步增强。该航司还披露，将于今年10月26日开通金边-福州-东京黄金航线，为柬埔寨、福 建以及日本民众相互往来提供更便捷的出行选择。 作为串联柬中日三国的全新"空中走廊"，即将开通的金边-福州-东京航线首次将柬埔寨首都、中国海上 丝绸之路门户城市福州以及日本国际大都市东京紧密相连。截至目前，柬国航已开通柬埔寨至香港、广 州、深圳、南宁、郑州等多个中国城市的直飞航线。 此前9月8日，柬国航与中国商飞在河南郑州签署合作备忘录，拟采购20架C909飞机，以满足该航司日 益增长的运力需求。 柬埔寨官方期待2025年实现接待逾百万中国游客的目标。今年以来，春秋航空、厦门航空等中国航司相 继增开多条赴柬航线，两国之间的客流量持续回升。中国驻柬埔寨大使汪文斌25日出席"中柬旅游年-青 岛 ...

Core Viewpoint - The article discusses the recent inspection of COMAC's customer service company, emphasizing the importance of compliance and safety in the service system for domestic civil aircraft, as mandated by the Civil Aviation Administration of China (CAAC) [1]. Group 1: Inspection and Compliance - A specialized review team was formed by the Shanghai Regulatory Bureau and other regional authorities to conduct a comprehensive inspection of COMAC's customer service company, focusing on compliance with CCAR-135, CCAR-145, and CCAR-147 regulations [1][6]. - The inspection aimed to evaluate the company's capabilities in supporting domestic civil aircraft through document reviews, on-site checks, and personnel interviews, identifying areas for improvement [6]. Group 2: Achievements and Training - COMAC's customer service company has made significant progress in the domestic civil aircraft service sector, achieving high satisfaction rates of 99.2% among over 3,700 trainees in various maintenance training sessions for C909 and C919 aircraft since 2022 [5]. - The company has expanded its operational capabilities, increasing its fleet from 1 to 3 aircraft and obtaining operational qualifications for the C919 model, thereby enhancing its service foundation for market expansion [5]. Group 3: Recommendations for Improvement - The review team recommended establishing a closed-loop mechanism for "procedure-execution-verification" and improving the training and qualification system to ensure rigorous management of training, assessment, and records [6]. - Suggestions were made to enhance the training quality control system and optimize the teaching syllabus for the C909 model, ensuring better preparation for networked training [6].

中国国产商用飞机C919大飞机在马来西亚雪兰莪州的苏丹阿卜杜勒·阿齐兹·沙阿机场作静态展示。 张纹综摄（新华社发） 中国无人驾驶"空中出租车"在卢旺达试飞；C909飞机在印度尼西亚、越南、老挝等东盟国家投入运 营；吉隆坡国际机场与郑州新郑国际机场加强"双枢纽"合作；吉尔吉斯斯坦比什凯克与中国新疆维吾尔 自治区喀什市之间开通客运新航线……近段时间，空中丝绸之路建设成为外媒聚焦的热点。 多年来，在各方共同努力下，空中丝绸之路建设"朋友圈"持续扩大，合作领域不断拓展，一条互惠包容 的"空中丝路"正在拉近中国与共建国家的距离。 航空业往来日益紧密 空中桥梁推动机遇共享 航线织密、航班穿梭、运力增加……多家外媒关注到，空中丝绸之路正成为各国共享机遇、共谋发展、 共筑友谊的空中桥梁。 《中亚时报》报道称，吉尔吉斯斯坦国家民航局今年与中国民航局达成协议，开通一条飞往喀什的新航 线。这条航线作为空中丝绸之路的一部分，有利于加深吉尔吉斯斯坦与中国的经济和贸易联系，促进旅 游业发展，并为地区货运和客运创造新机遇。 "一条连接中国乌鲁木齐和巴基斯坦伊斯兰堡的新航空货运航线已开通。"巴基斯坦联合通讯社、《阿拉 伯新闻》网站等外媒报道 ...

中国国产商用飞机C919大飞机在马来西亚雪兰莪州的苏丹阿卜杜勒·阿齐兹·沙阿机场作静态展示。 张纹综摄（新华社发） 中国无人驾驶"空中出租车"在卢旺达试飞；C909飞机在印度尼西亚、越南、老挝等东盟国家投入运 营；吉隆坡国际机场与郑州新郑国际机场加强"双枢纽"合作；吉尔吉斯斯坦比什凯克与中国新疆维吾尔 自治区喀什市之间开通客运新航线……近段时间，空中丝绸之路建设成为外媒聚焦的热点。 多年来，在各方共同努力下，空中丝绸之路建设"朋友圈"持续扩大，合作领域不断拓展，一条互惠包容 的"空中丝路"正在拉近中国与共建国家的距离。 航空业往来日益紧密 据越南《年轻人报》等多家外媒报道，得益于共建"一带一路"合作，中国国产飞机今年"飞入"多个东盟 国家。 柬埔寨《高棉时报》日前报道称，柬埔寨国家航空有限公司拟从中国采购20架C909飞机，其中，10架 为确认订单，10架为意向订单。报道称，这笔订单彰显了柬埔寨对中国先进航空技术的信心，也加强了 两国经济和技术联系，在东南亚航空旅行需求持续增长的背景下，有利于拓展区域互联互通。 另据《曼谷邮报》报道，马来西亚亚洲航空公司当前正积极推进洽谈，计划采购中国国产大飞机 C919。路 ...

《中国民航报》、中国民航网 记者胡夕姮 通讯员管芳 报道：9月10日，随着东航江西分公司C909航班 从南昌昌北国际机场起飞，顺利抵达澳门国际机场，国产民机C909成功执飞首条地区航线——南昌至 澳门航线。这一航线的开通，标志着国产支线客机首次进入地区航线市场，将为赣澳两地经贸、文化、 旅游交流搭建高效便捷的空中桥梁。 为确保此次首航任务安全顺畅，江西监管局在民航华东局的指导下，由主要领导组织相关运输、飞标、 维修等专业，采用靠前指导、现场检查等方式，就C909机型首飞地区航线的运输保障、机组派遣、适 航保障等方面开展工作指导，认真评估分公司新开航线风险管理报告并提出改进建议，重点关注人员资 质、首班航空器技术状态，参与运行演练，指导应急管理程序的完善，并于航班首航当日，对航班保 障、机组航前准备相关作业现场开展现场检查，确保C909地区航线首航运行安全。 截至目前，在江西辖区，江西航空作为华东地区首家运营国产C909飞机的航空公司，已执飞C909飞机5 架。另外，东航江西分公司执飞7架。南昌昌北国际机场目前保障江西航、东航、国航、南航及成都航 等航空公司的C909飞机航班，日均38架次。这些航班通航北京、广 ...

Investment Rating - The report maintains an "Overweight" rating for the defense and military industry [3] Core Views - The defense and military industry is currently in a stabilization phase after a significant correction, with expectations of a structural rotation within the sector driven by improving fundamentals and active themes [1][2] - The long-term logic of the industry remains solid, driven by the strategic goal of building a world-class military by 2049, which underpins the industry's growth trajectory [2] Summary by Sections Recent Industry Analysis - The defense and military index experienced a weekly increase of 1.84%, ranking 14th out of 31 sectors, indicating a recovery following a prior downturn [1] - The total trading volume for the military sector was 288.6 billion yuan, down 32.99% from the previous week, reflecting a decrease in trading activity [1] - The market is expected to enter a stable phase in the short term, supported by the release of mid-year performance reports and the anticipation of new orders as the "14th Five-Year Plan" concludes [2] Investment Trends and Directions - The military industry is in a favorable economic cycle, with a projected "V" recovery as the "14th Five-Year Plan" progresses and the "15th Five-Year Plan" becomes clearer [10] - Key investment opportunities include unmanned equipment, military intelligence, satellite internet, and electronic countermeasures, as well as sectors combining military and civilian applications such as low-altitude economy and commercial aerospace [10] Company Performance Overview - In the first half of 2025, military listed companies reported total revenues of 440.55 billion yuan, an increase of 8.43%, and a net profit of 21.42 billion yuan, up 5.11% [40] - The aerospace sector showed signs of recovery, with significant orders contributing to revenue growth, while the shipbuilding sector is experiencing a favorable upcycle [8][9] Notable Events and Announcements - Recent significant contracts and orders have been disclosed, indicating a positive trend in demand recovery within the military sector [40] - The report highlights various companies and sectors to watch, including those involved in military aircraft, low-altitude economy, and commercial aerospace [11][12]

Group 1 - SpaceX is advancing plans for a high-bandwidth satellite network service that allows direct connection to mobile phones, expected to be commercially available in two years [1] - The implementation requires hardware modifications in mobile phones to connect to Starlink frequencies, and SpaceX is collaborating with smartphone companies [1] - Challenges for mobile direct satellite services include network architecture differences, high construction costs, and performance gaps compared to terrestrial networks [1] Group 2 - Jiangsu Province's drug regulatory authority issued the first national production license for pharmaceuticals using 3D printing technology, marking a significant milestone in compliant production [2] - This license validates the feasibility of large-scale 3D printing in pharmaceuticals, offering new pathways for precise and personalized medication [2] - The development is expected to drive innovation in drug manufacturing processes and accelerate the research and development of new drugs [2] Group 3 - The first regional route operated by the domestically produced C909 aircraft was launched, connecting Nanchang and Macau with three flights per week [3] - The C909 is China's first self-developed regional aircraft with independent intellectual property rights, designed according to international civil aviation regulations [3] - The launch of this route represents a significant milestone for the C909 aircraft in regional aviation [3]

Core Viewpoint - China Southern Airlines has been actively transforming and upgrading its operations since the "14th Five-Year Plan," focusing on enhancing its core aviation passenger and cargo services while expanding into related industries such as aircraft maintenance, aviation food, digital technology, flight training, and equipment manufacturing [1][4]. Group 1: Operational Performance - As of June 2023, China Southern Airlines operates a fleet of 943 passenger and cargo aircraft with a seat occupancy rate of 85.47% [3]. - By the end of 2024, the "Southern Airlines e-Travel" ecosystem is expected to connect over 5,500 merchants, with monthly active users exceeding 5 million [3]. Group 2: Strategic Development - The airline aims to create a comprehensive service system that emphasizes personalized, digital, and convenient services, aligning with its mission to enhance the flying experience for more people [4]. - In 2024, the airline's total transport turnover, passenger transport volume, and cargo transport volume are projected to reach 362 billion ton-kilometers, 165 million passengers, and 183 thousand tons, respectively, all setting new records [4]. Group 3: International Expansion - China Southern Airlines operates international and regional flights to 78 destinations across 48 countries and regions, with over 110 routes along the "Belt and Road" initiative, totaling more than 63,000 flights annually [4]. - The airline has established 8 cargo routes in 5 cities of countries participating in the "Belt and Road" initiative [4]. Group 4: Cargo and Logistics - The airline is enhancing its cargo operations by strengthening logistics hubs in Guangzhou, Shenzhen, Shanghai, Beijing Daxing, and Urumqi, and has opened new cargo routes to Budapest, Riyadh, Dubai, and Sydney [7]. - By 2025, the airline plans to achieve regular cross-border e-commerce transportation of battery-powered goods and digitize the inspection of cargo dimensions [7]. Group 5: Innovation and Technology - China Southern Airlines is focusing on developing strategic emerging industries, including aircraft maintenance and manufacturing, to create a full lifecycle ecosystem for aircraft [8]. - The establishment of new companies aims to accelerate digital transformation and promote the development of high-end equipment manufacturing in the aviation sector [8]. Group 6: Low-altitude Economy - The airline is seizing opportunities in the low-altitude economy by developing services related to low-altitude aircraft maintenance and drone pilot training [9]. - The company has launched its first general aviation BeiDou flight operation monitoring system and is involved in the development of electric vertical takeoff and landing aircraft (eVTOL) [9]. Group 7: Catering Services - China Southern Airlines is transforming its in-flight catering services and has opened 60 offline stores under the "Southern Airlines Kitchen" brand, enhancing customer engagement in both air and ground services [9].

今年年初，东航国产C919飞机已开飞中国香港航线。 9月10日，东航MU865航班从南昌昌北国际机场飞抵澳门国际机场，标志着国产民机C909首条地区 航线开通。 ...