机械制造行业：二手船价先于新船价企稳，301对中国造船业冲击逐步修复－2025年5月造船订单总结

从技术备份到核心动力自主可控，美国技术封锁倒逼中国航空工业体系正迈向更高层次的自立自强：作为中国航空工业自主创新的重要成果， CJ-1000A 是我国首款完全自主研发的大涵道比商用涡扇发动机，其设计初衷是为国产 C919 窄体客机提供核心动力支持。目前 C919 仍依赖进口的 LEAP-1C 发动机作为唯一动力来源，但 CJ-1000A 已在推重比、高温合金材料应用和高效冷却技术等核心指标上实现反超，展现出显著 的技术后发优势。然而，该发动机面临国际适航认证体系壁垒和关键零 部件供应链本土化不足的双重挑战，短期内难以完全替代进口型号。在中美技术博弈背景下，美国对 C919 发动机断供的潜在风险，反而成为 推动长江 1000A 加速产业化的重要契机。这一突破不仅意味着中国航 空装备从“技术备选”迈向“核心主力”的战略转型，更标志着我国首次构建起覆盖设计、材料、制造的完整航空发动机自主产业链，为 C919 客机装上了真正意义上的中国心脏。

美国航空航天与国防行业：腾飞的引擎，全球航空发动机产业寡头格局、价值链与投资机遇

The aviation airbags market refers to the ecosystem of technologies, systems, and components involved in the development and integration of airbag-based safety solutions in aircraft cabins. These systems are engineered to deploy rapidly upon detecting an abnormal aircraft motion or crash impact, cushioning the passenger’s upper body and reducing trauma. This market includes airbag control modules, inflators, sensors, and integrated seat systems. Innovations in lightweight materials, sensor fusion, and predictive deployment mechanisms are driving new product development. The market is a convergence point for aerospace safety engineering, passenger ergonomics, and regulatory compliance, with a strong focus on minimizing injury risks without adding significant weight to the aircraft.

Cable cars are aerial lift systems that transport passengers or goods using cabins suspended from a moving cable. These systems are commonly used in urban transportation and tourism, offering efficient and scenic travel over challenging terrains and providing access to otherwise inaccessible areas.

Boat docks and lifts are a type of machinery that is used to lift and handle boats. This machinery helps in keeping the boats safe and sustaining their integrity by protecting them from corrosion and breakage. These machines are generally used for transporting boats between water at two different elevations and offer an alternative to the canal lock and the canal inclined plane. These machines find applications in household and commercial spaces. The global boat docks and lifts market comprises establishments that are primarily engaged in the manufacturing of docks, lifts, and related accessories.

301船舶法案：美国301法案听证会结束，按美法案规定，4月17日前会有具体措施出台。考虑货主反对意见较多，存在豁免部分集装箱 以外的船只的可能。如果落地政策严格程度超预期，班轮公司因航线调整码头拥堵造成运价飙升将利好集运，若不落地或政策严格程度 低于预期，船舶板块情绪压制或解除，利好船舶板块。

The market by value in this report is defined as the revenues that enterprises gain from goods and/or services sold within the specified market and geography.

Air sports equipment refers to the specialized gear and apparatus used in various air sports activities. These activities involve aerial maneuvers and often require equipment designed to ensure safety, performance, and enjoyment.