高端装备制造业绩效保持增长，1～7 月，营业收入 同比增长 8.9%，利润总额同比增长 26.5%。同期，高端装备相关行 业投资继续下降，累计同比下降 10.4%。智能制造方面，7 月，我国 工业机器人月度产量同比继续下滑，降幅为 7.1%；当月，国内机器 人行业融资事件共 10 个，较上月增加 5 个。

7 月，全球船市需求更趋有限，国内新船订单量降幅 有所收窄，累计新接订单量为 1470 万载重吨，同比下降 38.9%；供 给方面，造船完工量环比继续下降，同比涨幅再度回落；手持订单 量仍维持低位，同比降幅有所收窄；新造船价格指数继续下滑，油 轮综合指数微幅回升；出口需求继续下滑，出口额同比降幅略有扩 大；行业绩效水平稳定向好，利润总额大幅提升。

Increasing arable land area, demand for agricultural mechanization in matured, as well as emerging markets, is driving the tractor market, globally.  There have been significant advancements in the technology to enhance engine efficiency and increase the horsepower capacity of the tractors.  Four-wheel drive tractors being very less in number, in comparison to two-wheel drive tractors has a considerable growth potential over the forecast period, due to rising demand for efficient power utilization, thereby, eliminating loss of torque due to low traction conditions.  The rising demand for mechanization and the increased number of medium-scale farmers are the primary factors that created a demand for tractor hiring in Ghana and other African countries, majorly in south of the Sahara, which allows tractor owners to fully utilize their machines, while providing services to farmers, who can not afford their own tractors.

The UAV market is growing at a sharp pace, globally. The use of UAVs are increasing, irrespective of the end use. The UAV industry has grown at such an amazing rate, that it is almost impossible to count or describe all the applications that have become normal practices pertaining to the same. The military segment is now the largest revenue share holder in the market studied, with UAVs being procured aggressively by various militaries, globally. Tec hnological adva nceme nts and the increasing adoption of UAVs for various applications, both in commercial and military, are expected to augment the rapid growth of the market studied.

机动性能突出，应用范围广泛。直升机主要依靠旋翼产生动力，可以实现垂直起降、空中悬停、前后左右移动，具备优异的机动性能。直升机的独特优势使其在军民领域获得广泛应用，军事领域，直升机广泛用于对地攻击、机降登陆、武器运送、后勤支援、战场救护等；民用领域，直升机广泛应用于交通运输、应急救援、观光旅游、工业巡检等领域。

前言：透平叶片是透平机械（如汽轮机、燃气轮机、水轮机等）中用以引导流体按一定方向流动，并推动转子旋转 的重要部件。透平机械中最具技术含量和产业价值的航空发动机被誉为是“现代工业的皇冠”，其相关的叶片制造被 誉为是“皇冠上的明珠”。对于航空叶片，随着中国航空产业的进步，国内叶片生产商在国际市场中的参与度不断提 升，逐步迈进航空叶片制造的万亿规模市场的大门。

本周中信国防军工指数涨跌幅-2.77%，位列 29 个一级板块涨跌幅第 28 位。国防军工三级行业中,国防军工、兵器兵装、航空军工、航天军工、其他军工均下跌，涨跌幅分别为-2.77%、-3.47%、-3.57%、-1.72%、 -2.74%。