6 月，新船订单量有所回升，同比仍保持大幅上涨态势，累计新船订单量达2270 万载重吨，同比增长97.2%；新船交付量有所下滑，累计同比降幅持平上月；受订单增加和交付量下滑影响，在手订单有所上涨；CNPI 及三大主力船型价格指数均达800 点以上；出口需求大幅下滑，出口额累计同比涨幅收窄；船企经营持续低迷，主营收同比降幅再度扩大。

The rising need of autonomy by the law enforcement agencies, commercial industries, scientific research organizations, and naval forces has driven the demand for autonomous ships and ocean surface robots. These vehicles are capable of carrying out maritime applications without the need for onboard human operator. In addition, the growing maritime challenges increase the demand for the autonomous ships and ocean surface robots to perform operations including environmental monitoring, seabed mapping, anti-submarine warfare, and underwater mine-hunting, among others. Moreover, these systems also help in detecting and tracking maritime threats in order to protect the nation from marine attacks. This chapter of the report provides an in-depth understanding of the direction in which the market is heading and takes into account several factors such as market drivers, challenges, and opportunities.

惯性导航是以惯性仪表为核心的惯性系统集成之一。在惯性技术领域，从技术层次来看，分为惯性仪表与惯性系统两个层级，惯性仪表主要包括测量角运动的陀螺仪和测量线运动的加速度计；惯性系统是以惯性仪表为核心．利用集成技术实现的惯性测量、惯性导航以及稳控系统，其中惯性导航应用领域最为广泛。

自8月1日美国宣布制裁44家中国军工企事业单位以来，军工板块出现较大跌幅，申万军工指数自8月1日至今跌幅7.56%，当前板块处于历史底部位置。我们认为，美国制裁事件短期内对我国军工行业基本面以及板块内上市公司业绩影响非常有限，但是对市场情绪影响较大，8月1日以来申万军工板块资金净流出50.31亿元，从而导致军工板块大幅下跌。

7月行业运力增速下行趋势明显。根据已经公布的上市航企数据，7月合计ASK增长11.2%，其中国内航线运力增长10.0%，国际航线增长13.4%。从月度数据来看，时刻收紧的影响逐步显现，今年以来行业增速放缓的趋势明显。