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3连板热门股半年报亏损规模增大!商业航天大消息 首次整星出口东南亚(附绩优股)_我的网站

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A |     The slaying of an endangered brown bear near an Italian national park left her two young cubs motherless and sparked outrage in Italy on Friday.Italy's environment minister and animal rights advocates voiced anger and dismay over the killing of the bear in the mountainous Abruzzo region. Local residents, including families with small children, had often stopped to watch the bear and her cubs during the animal family's frequent evening excursions through streets near the park.

A bear named Amarena crosses a street with her cubs in front of a group of people, in San Sebastiano Dei Marsi              
A bear named Amarena crosses a street with her cubs in front of a group of people, in San Sebastiano Dei Marsi, Abruzzo, Italy, August 26, 2023 in this still image from video obtained from social media.                      Gemma Di Pietro/via REUTERS             
The National Park of Abruzzo, Lazio and Molise described the slain animal, nicknamed Amarena — or Black Cherry in Italian — as one of its most prolific brown bears. Residents coined the name because cherries and black cherries were among the bear's favorite foods, the Corriere della Sera newspaper said.      The park posted a graphic image of the bear lying dead on the ground.The man who shot the bear with a rifle Thursday night in the town of San Benedetto dei Marsi told police the animal was on his property and he felt in danger, the Italian news agency ANSA said.                 "I shot out of fear, but I didn't want to kill. I found her inside my property and it was an impulsive, instinctive act," he was quoted as saying by ANSA, the BBC reported.Park director Luciano Sammarone told ANSA that the bear had crossed a private fence. "However, I'm struggling to believe this was a matter of self-defense," Sammarone told the news agency, adding that he would reserve judgment until the investigation is complete.Prosecutors were looking into a possible charge of animal killing, and police took the rifle, which was legally owned by the 56-year-old man, as part of their investigation, the LaPresse news agency said.                      The marsican brown bear, endemic to central Italy, is considered at an elevated risk of extinction. The park says about 60 bears live within the park or in its surrounding areas."The killing of a marsican female bear is a grave episode, on which it's dutiful to shed light as quickly as possible,'' Environment Minister Gilberto Pichetto said."Our commitment is aimed also at the protection of the bear's cubs, doing everything possible so that they can remain free,'' he said in a statement.Drones were being used in the search for the cubs, LaPresse said.The head of World Wildlife Fund's Italy office, Luciano Di Tizio, called the bear's slaying a "very grave, unjustifiable crime of nature" and the result of a "constant campaign against wildlife."The motherless cubs aren't yet self-sufficient and thus are at high risk, triggering the search for them in the parklands, he added."A self-assured, but completely peaceful bear, Amarena was part of the collective imagination and was the subject of pride in a land that has, in the bear, a symbol" of local nature, Di Tizio said.                      The theme of bear vs. humans has taken on political connotations in Italy and landed in the courts. Earlier this year, an administrative court's ruling spared, for now, the life of a brown bear that fatally attacked a runner on a mountain trail in Italy's Alpine region.Local political authorities had issued an order to have the 17-year-old female bear, known as Jj4, euthanized. A court hearing on the bear's fate is expected in December. Animal rights groups have challenged the order to put down the bear.The brown marsican bear which was killed on Thursday is a subspecies that is genetically different from alpine bears.Italian state TV said Friday that Amarena was the mother of another one of the park's bears that met a violent end. That bear, which was fatally struck by a car earlier this year, earned national fame when it broke into a bakery and munched on cookies.                                  。    K图 003040_0  中国商业航天企业已具备面向海外客户提供交付、运营、教学一体化的完整解决方案能力。
  3连板热门股半年报继续亏损  8月25日,3连板热门股楚天龙(003040)公布2026年半年报,公司营业收入为3.19亿元,同比下降30.2%;归母净利润自去年同期亏损3977万元变为亏损6212万元,亏损额进一步扩大。  公司在2026年半年度报告中提到,主营业务面临供需两端的双重经营压力,经营业绩出现亏损。受市场竞争加剧影响,公司部分嵌入式安全产品的价格及数量下降,导致营业收入同比下滑。同时,全球半导体原材料价格持续上涨、晶圆制造及封装测试环节成本不断攀升,导致营业成本降幅低于营业收入降幅,公司综合毛利率呈下降趋势。

B |   我国商业航天首次整星出口东南亚  北京时间8月25日11时21分,长征六号丙遥一运载火箭在太原卫星发射中心发射升空,将中科卫星14星、中科卫星15星、银河航天灵知09泰国立方星等7颗卫星顺利送入预定轨道。  其中,由北京商业航天企业银河航天(北京)科技集团股份有限公司(简称“银河航天”)抓总研制的灵知09泰国立方星,是我国商业航天企业首次面向东南亚国家完成整星研制、发射及在轨交付。  银河航天表示,这也是银河航天首次完成整星及地面系统出口并在“一带一路”共建国家落地应用,证明了中国商业航天企业已具备面向海外客户提供交付、运营、教学一体化的完整解决方案能力。  华西证券表示,我国火箭、卫星产业链条完整,商业航天协作切入路径清晰,随着火箭可回收技术成熟、火箭发射成本优化,行业在星座组网需求与终端消费路径开拓下将迎来快速增长阶段,产业链上下游企业有望整体受益。  中国银河证券表示,2027年~2028年我国商业航天有望进入批量首飞与初步复用阶段;2029年民商龙头进入盈利兑现窗口,产业链制造端景气度预期大幅提升,短期聚焦卫星制造领域。  绩优商业航天概念股出炉  据证券时报·数据宝统计,商业航天概念股8月以来股价平均上涨7.46%,蓝盾光电的股价涨幅居首,月内累计上涨180.9%。公司与星思半导体签署战略合作协议,双方围绕多个方向展开协同布局,合作内容涵盖相控阵天线、5G以及卫星通信模块的研发制造与商业化探索,同时推进无线传输相关解决方案的开发工作。  鸿远电子在近期获得82家机构调研,公司表示,面向商业化航天与相控阵雷达的SiP外壳已实现稳定批量供货。

C |   蜀道装备在机构调研活动中表示,公司将通过“产业并购+自主投资+基金孵化”多措并举,探索成为商业航天燃料综合服务商,实现从“卖设备”向“供气+服务”的模式升级。  结合业绩预告下限、快报、半年报的数据来看,中国卫星、星网宇达、航天彩虹上半年业绩扭亏。中航西飞、菲利华、火炬电子的上半年净利润规模居前,均超2亿元。  业绩增幅方面,8只概念股上半年净利润同比增幅均超100%,北斗星通、博云新材、中天火箭、蜀道装备的净利润增幅居前,分别同比增长2368.27%、1911.60%、329.31%、235.11%。

D | 图片(文章来源:数据宝)。

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Published on:19:08:20