三方发文力度空前，超过市场预期，说明军民融合不只是主题投资，而是中国未来经济发展的强力引擎，相关细分领域将充分受益。

在投资组合方面，我们本周推荐的投资组合收益率为-1.6%，跑输了沪深300 指数4.2 个百分点，跑输了中信机械行业指数2.6 个百分点。其中汉钟精机及山河智能表现优良，而川仪股份及新天科技表现欠佳。我们对智能仪表及工业物联网的发展保持信心

DOBBY 自拍无人机登陆天猫已有10 天，取得了非常亮眼的销量表现，“DOBBY”关键词也在淘宝、百度上被热搜；与此同时，pokedrone 小型娱乐无人机在pokemon go 游戏暴热的背景下应运而生，将抓精灵延伸至空中，够炫够酷！这些数据和事实正在逐步验证我们的逻辑：小型无人机将凭借其社交属性、小巧便携、价格亲民成为市场爆点。

本周，北京将修建首个地下立体停车场，计划年内局部开工，车位规划大约500 个。各地方项目加速落地，产业变革开启，政策进入地方落实阶段，设备采购显著加速，预计未来3 年增速将达30%以上。拥有渠道、资金和核心技术的企业有望脱颖而出，重点推荐五洋科技、东杰智能、天桥起重。

中国电信与信通院联合发布《工业连接计划白皮书》，通过研究制造企业与互联网融合过程中的“痛点”，提出了工业连接的两类应用、四大场景、八项连接需求，涵盖了企业内外的各个连接层次，形成连接工厂实现智能化生产、连接企业实现网络化协同、连接用户实现个性化定制、连接产品实现服务化转型等四类共性解决方案，并制定了具体的目标和实施步骤，帮助制造企业整合和升级现有工业网络，以企业为中心构建全方位的生态连接系统，分层次逐步实现万物互联。

Flight management system (FMS) is used to operate, control, and monitor the aircraft without continuous supervision by the pilot to enhance its capabilities. It is a specialized computer system that automates a wide variety of in-flight tasks, reduces the aircraft weight and information-management workload, enables power saving, and allows easier interaction with air traffic control to avoid accidents. It reduces overall operating costs and results in the faster training of new pilots.

Due to the robust growth in the aviation industry, safety has become the priority for airports and airline operators. ATC equipment plays a vital role in the safe operations of carriers, as it provides communications, navigation, and surveillance (CNS) facilities using different equipment for air traffic management (ATM).

Turbine blades and vanes make up the turbine section of the modern aircraft gas turbine engine and are present in the high-pressure turbine (HPT) and low-pressure turbine (LPT) sections. Since they operate at extremely high temperature and pressure, they are usually made of superalloys that can withstand harsh operating conditions.