自 6 月中旬以来至今，中印边境对峙事件已经持续五十多天。随着印度政府一再罔视我国发出的严正警告，中印边境争端逐步激化。日前我国六大权威机构密集发声，善意不是没有原则，克制不是没有底线，中国军队将坚定不移地维护自己的领土主权和安全利益。维持对行业的投资评级“推荐”。 

第二届中德智能制造企业家大会28日在江苏省南京市举办，近 500名中德企业、科研机构和行业组织代表与会。本次大会由中国电子信息产业发展研究院、南京市江北新区管理委员会、南京市经济和信息化委员会、中德智能制造联盟主办，在会上有 9 个中德智能制造合作项目签约，总投资额达 41.35 亿元人民币。

申万机械高频数据库显示，中游复苏持续，工程机械领域各项产品、高端制造领域的工业机器人、叉车等销量持续保持高增速；煤炭后周期持续发酵，煤机装备产值高速增长，煤炭开采和洗选业固投回暖，这些领域的中报业绩前瞻也验证了行业的复苏大超预期。同时，建议重点关注景气度确定向上的锂电设备领域和 3C 自动化领域。

本期机械板块上涨 0.07%，跑赢沪深 300 的-0.38%，行业表现位于中信 29 个一级行业的中游。子板块涨跌互现，船舶制造板块涨幅居前，机床设备板块跌幅较大。

我们曾于 5 月 9 日指出，4 月份以来随着监管层金融监管加剧，市场风险偏好下降对于具有高杠杆、高贝塔和高估值的军工行业形成直接冲击，中证军工指数自高位以来下跌幅度超过 20%，短期风险大部分释放，军工股近期建仓时机或随时出现。

中印双方的边境对峙在短时间内仍将持续，预计在近期局势会进一步发酵，而所出现的军事对峙和紧张失态都有可能成为军工板块的催化剂，建议关注军工板块相关投资机会。 

6月，新船市场行情继续向好，累计订单量达1151万载重吨，同比下降29%，降幅较上月收窄2.5个百分点；造船完工量达到2654 万载重吨，涨幅明显回落；手持船舶订单量继续下降，已减至8284 万载重吨；随着手持订单量持续减少，新船价格指数承压下滑；经营绩效水平再次滑跌，利润总额降幅显著。

This report covers the present scenario and the growth prospects of the global semi-automatic motorcycles market for 2017-2021. The reports an overview of market conditions for different types of semi-automatic vehicles that are available in the market.  

A civil flight simulator recreates the aircraft flight environment and various aspects of flight artificially for pilot training purposes on civil and military aircraft. There are two types of training: initial training for new pilots and recurrent training for existing pilots. Flight simulators cover simulation in the aircraft, environment, and cueing.

The global heliports market was valued at $485.4 million in the year 2015 and isexpected to grow at a CAGR of 2.36% during the forecast period. Withadvancements in designs (rooftop, tabletop, and floating decks) and improvedfeatures in construction materials such as lightweight, highly durable, and corrosionresistance materials replacing the old concrete models, this market is expected to witness an upsurge in the coming years.