行业报告 | 行业研究周报 吴立 分析师 SAC 执业证书编号：S1110517010002 wuli1@tfzq.com 周新宇 分析师 SAC 执业证书编号：S1110524070007 zhouxinyu@tfzq.com 行业走势图 -14% -10% -6% -2% 2% 6% 10% 14% 2024-05 2024-09 2025-01 中小市值 沪深300 2025 年 05 月 19 日 | 投资评级 | | | --- | --- | | 行业评级 | 强于大市(维持评级) | | 上次评级 | 强于大市 | | 作者 | | --- | 资料来源：聚源数据 相关报告 1 《新兴产业-行业研究周报:25Q1 日本 烟草 PloomX 收入增长 44%；奥驰亚旗 下 Njoy 市场份额增至 6.6% 》 2025-05-11 2《新兴产业-行业研究周报:菲莫国际 25Q1 新型烟草业务高速增长；雷诺烟 草收购 12 款 PMTA 在 审电子 烟》 2025-04-27 新兴产业 证券研究报告 印巴空战展现国产雷达装备实力，重点推荐纳睿雷达！ 印巴冲突升级，国产相控阵雷达助力巴军在空战中占据优 ...

行业报告 | 行业研究周报 2025 年 05 月 06 日 | 投资评级 | | | --- | --- | | 行业评级 | 强于大市(维持评级) | | 上次评级 | 强于大市 | | 作者 | | --- | 吴立 分析师 SAC 执业证书编号：S1110517010002 wuli1@tfzq.com 周新宇 分析师 SAC 执业证书编号：S1110524070007 zhouxinyu@tfzq.com 2 《新兴产业-行业研究周报:美国加征 中国电子烟产品关税，思摩尔印尼产能 成熟有望平滑关税影响》 2025-04-13 新兴产业 证券研究报告 四川 25 年单省将建设 73 部测雨雷达，重点推荐纳睿雷达！ 四川省在水文建设领域取得了显著进展。自"十四五"规划实施以来，该省已累计 落实水文建设资金高达 12 亿元，创下历史新高。今年，四川将分两批完成 73 部测 雨雷达的建设任务，这将增强该省应对汛期洪水和山洪灾害的能力。目前，测雨雷 达组网建设已在乐山市金口河区、峨边县、凉山州甘洛县等地启动，作为"第一道 防线"，这些雷达系统将构成"空基"监测预报防线，提前对洪水和山洪灾害进行风 险预警。根据 ...

Group 1 - The accuracy of aviation meteorological forecasts is crucial for ensuring the safety and efficiency of civil aviation operations, but there are significant issues such as insufficient detection data, weak technical support, and inadequate talent development [1] - In 2023, the proportion of flight irregularities due to weather reached 60.42%, highlighting the urgent need to improve aviation meteorological forecast accuracy [1] - Current aviation meteorological detection equipment and layout have notable shortcomings, particularly in monitoring convective weather at busy airports, with a lag in weather radar construction [1] Group 2 - To enhance aviation meteorological forecast accuracy, improvements are needed in data construction, technical capability optimization, and talent cultivation [2] - Recommendations include accelerating the construction of aviation meteorological detection systems, enhancing radar layouts, and promoting data sharing across the industry [2] - The development of radar technology and information sharing is key to improving aviation meteorological forecast accuracy, with a focus on the collaborative development of technology and talent [2] Group 3 - Recommended company: Nairui Radar, which has developed all-polarization multifunctional phased array radar technology with potential in air traffic control and airport sectors [3] - Core products include C-band dual-polarization radar and Ku-band radar, with low-altitude radar products featuring high spatial-temporal resolution and multi-target tracking capabilities [3] - The company is benefiting from the trend of domestic air traffic control equipment and has strengthened its chip-level design capabilities through acquisitions, positioning itself for optimistic long-term growth [3]