6 月三项PMI 指数全部回落，预示经济扩展放缓。2021 年6 月制造业PMI 为50.9%，比上月小幅下降0.1 个百分点，已经连续3 个月下降；非制造业PMI 为53.5%，比上月明显下降1.7 个百分点；综合PMI 为52.9%，比上月下降1.3 个百分点，为近5 个月低点。6 月三项PMI 指数全部下降，反映经济复苏势头出现放缓。

行业高景气映射至上市公司业绩加速，坚定看好军工板块的中长期空间，优先选择军工高景气子行业兼顾业绩增速、中长期空间作为整体配置的主线，重点包括导弹武器装备、航空主战装备、信息化/军工电子、军民融合等领域。

Use of artificial intelligence (AI) technologies such as machine learning, natural language processing, computer vision, and context awareness computing improves efficiency of several activities that fall under the aerospace domain such as flight operations, better customer service, predictive aircraft maintenance, and manufacturing of aircraft components. The aerospace industry is in its initial phase of adoption of AI. The aerospace sector is witnessing increase in number of applications and more disruptive AI models are expected to be developed over years. Artificial intelligence is anticipated to play an important role in minimizing design process duration, prototyping, manufacturing, cutting costs, and is projected to result in numerous enhancements in the aerospace industry in the future.

可能收到的大额预收账款显示“十四五”军品需求量旺盛，各航空 主机厂纷纷预计 2021 年关联交易将大幅上涨。目前军工板块基本调整到底部区间，相关利空因素已充分消化，当 前时间点板块具备更高的确定性和性价比。在投资策略上，建议把握供需拐点和成长起点两大投资主线。

2021 年6 月17 日，神舟十二号载人飞船准时点火发射。这是我国载人航天工程空间站阶段的首次载人飞行任务，拉开了我国载人航天工程“空间站时代”。

Fiber reinforced plastic (FRP) of fiber reinforced polymer is a compound material consisting of polymer matrix such as epoxy, vinyl ester, or polyester. Properties such as fabrication & design, resilience, cost, stiffness, and impact resistance makes it widely adopted material over traditional materials. For the purpose of analysis, the report segments the global FRP vessels market into fiber type, resin, application and regions. The study provides the information about various FRP vessels available in the market such as glass fiber FRP vessels, carbon fiber FRP vessels, and others. Depending upon type of resin, the FRP vessels market provides information about polyester FRP vessels, epoxy FRP vessels, and others. In addition, the report outlines the details about the key application of FRP vessels, which include automotive & transportation, water & wastewater, chemicals, oil & gas, industrial, and other sectors. Furthermore, it summarizes the data about the revenue generated through the sale of FRP vessels across regions such as North America, Europe, Asia-Pacific, and LAMEA. Broad range of shapes and sizes are available for construction, industrial and insulation applications.

目前，世界各国都在大力开展卫星导航系统的建设，以维护国家安全和保障国民经济的稳定发展。从2000年起，我国北斗导航第一代卫星开始启动，到现在的十多年中，我国卫星导航产业呈现高速发展态势。北斗导航系统与美国GPS、俄罗斯的格洛纳斯（GLONASS）系统、欧洲伽利略（Galileo）系统构成全球四大核心卫星导航系统。然而，我国卫星导航产业发展仍存在管理部门职责不清、核心技术和关键设备落后、运营服务产业规模较小等问题。未来，应通过加强顶层设计、着力攻关关键技术、扩大运营服务产业规模等方式，推动我国卫星导航产业持续发展。

跨国公司嵌入对物流产业集群网络演进的影响。