Core Viewpoint - The recent acquisition of the CCAR-135 operational certificate by WoFei ChangKong accelerates the unlocking of low-altitude application scenarios, supporting the development of the domestic low-altitude economy [1][2]. Market Performance - The low-altitude economy index increased by 3.71% over the past two weeks, while the Wind All A index rose by 1.59% and the CSI 300 index decreased by 0.21% [1][2]. - The top five performing stocks were: - Zongheng Co., Ltd. (+16.75%) - Lihang Technology (+14.87%) - Sande Technology (+13.51%) - Hangfa Technology (+13.24%) - Xingwang Yuda (+13.10%) [1][2]. Industry Dynamics - On May 26, Chengdu released a policy list to support emerging fields such as flying cars [2]. - On May 27, the Guangdong Provincial Government issued the "Digital Guangdong Construction 2025 Work Points," emphasizing the development of the low-altitude industry [2]. - On May 30, the State Post Bureau held a press conference to interpret the "Opinions on Accelerating the Technological Development of the Postal Industry," which highlighted the promotion of drone delivery applications [2]. - Recently, the Education Department issued a plan to cultivate talent in the low-altitude economy sector in Inner Mongolia from 2025 to 2027 [2]. Company Dynamics - WoFei ChangKong has obtained the CCAR-135 operational certificate from the Civil Aviation Administration of China Southwest Regional Administration [3]. - On May 30, Jiudie General Aviation and other enterprises in the Sichuan-Chongqing region signed a strategic cooperation agreement to build 13 general aviation airports with a total investment of approximately 1.8 billion [4]. - On June 5, the AES100 engine development summary meeting announced that the AES100 engine has received a production license and signed sales contracts [4]. Investment Suggestions - The acquisition of the CCAR-135 operational certificate by WoFei ChangKong provides rapid replication solutions for low-altitude economic operators, further promoting the quick implementation of low-altitude economic scenarios in China [4]. - Suggested stocks to watch include: - Manufacturing sector: Zongshen Power, Wanfeng Aowei, Wolong Electric Drive, Yingboer, Green Energy Huichong, and AVIC [4]. - Infrastructure sector: Lais Information, Huase Group, Sichuan Jiuzhou, Zhongke Xingtou, Xinchen Technology, Shenzhen Urban Transport, and Sujiao Science and Technology [4]. - Operations sector: CITIC Haizhi, Xiyu Tourism, and Xiangyuan Cultural Tourism [4].

民生证券近日发布电子行业点评：本次原动力大会聚焦大模型与AI云原生等前沿领域， 展现豆包大模型家族最新进展，剖析Agent开发范式演进，并且还将带来Coding方面的进化 与革新。模型方面，本次大会将充实豆包大模型家族矩阵的新模型与新能力，预计会有推理 精度更高、使用成本更低的基座大模型面世，同时也有望发布视觉/语音等多模态垂类升级 模型。 以下为研究报告摘要： 事件：火山引擎2025春季FORCE原动力大会预计将在2025年6月11-12日在北京举行。 主论坛方面：主论坛将围绕智能时代的更优解主题，探索豆包大模型+AI云原生方案， 同时还将围绕Coding和算法的进化和革新进行技术分享。 技术主论坛方面：论坛将从基础架构能力讲起，依次分享AI云原生能力、火山方舟大模 型服务平台升级情况、AI时代多模态到智能体的跃迁进化以及AI业务的安全新范式，携手 各行业专家探索AI时代的产品与技术重构，分享应用实践。 产品和行业专场论坛方面：产品方面设计覆盖AIoT创新硬件、AI云原生、AI应用、 Data+AI、大模型安全、视频智能与边缘云及智能体产业应用等方面，行业方面则围绕 AI+汽车、进入、生态、医药大健康领域， ...

(山西省长治市2025年6月9日电)在国家"双碳"战略推动下,山西潞安化工集团余吾煤业南风井矿区传来捷报——由北京君发科技集团有限公 司总体设计建设、山西金玉鹏科技有限公司运营的低浓度瓦斯蓄热氧化(RTO)热电联供项目投运满百日。该项目通过旋转阀式蓄热无焰氧 化技术,将原瓦斯发电机组不能直接利用而排空的2%-6%超低浓度瓦斯转化为清洁热能为煤矿供热,实现煤矿供热清洁能源替代、煤矿抽采 瓦斯近零排放。 山西潞安化工集团余吾煤业南风井矿区原有大量抽采瓦斯排放,于2018年北京君发科技与山西金架通合作一期建设了君融瓦斯发电 厂,装机规模11.2MW,将甲烷体积浓度9%以上抽采瓦斯全部利用。剩余25～30Nm3超低浓度瓦斯规划建设二期供热项目,现已运行三个多月; 待气源进一步稳定后完成三期发电工程建设,实现煤矿抽采瓦斯全部利用。 一期山西君融11.2MW瓦斯发电厂 创新技术筑牢环保根基 二期山西余吾南风井低浓度瓦斯蓄热(无焰)氧化供热项目 1. 瓦斯资源化利用 针对长期排空的超低浓度瓦斯,项目通过煤矿低浓度瓦斯混配利用系统,无焰氧化系统,热能转换系统和利用系统,将温室气体转化为清 洁能源供热。二期工程年可摧毁甲烷1, ...

考试期间，公司主要负责人到新区舟曲中学、新区第一初级中学高考保电现场，慰问坚守在保电一线的值守人员，为他们送去暖心慰问品。公司领导的慰问 和关怀，使现场每一名员工都备受鼓舞，各保电人员纷纷表示将持续做好保电工作，为考生保驾护航。（廖平） 100 is 045 国家电网甘肃电力 进心桥 共产党员服务队 e 本网讯 6月10日12点30分,随着兰州新区舟曲中学最后一科藏语小语种考试结束铃声响起，新区公司以"零闪动、零工单"完成2025年高考保电任务。 六月里石榴鲜红似火，六月里的学子朝气蓬勃。为高效完成此次保电任务，新区公司提前谋划、周密部署，成立高考保供电领导小组和工作小组，制定高考 保供电工作方案和事故处理预案。公司保电人员提前积极对接考点学校,开展用电检查和保电工作，对涉及高考保电的变压器、负荷开关、电缆头、设备线 夹等易发热设备，采取红外测温及不间断巡视，对检查中发现的隐患缺陷,分级分类并及时处理，同时重点对学校监控室等用电设备进行全面检查实验，确 保UPS电源可靠运行。公司指挥中心值班人员在考试期间密切监控保电线路的负荷情况,确保遇突发情况及时开展应急响应。 考试期间,新区公司组织4支共产党员服务小组, ...

高考前,该公司成立专项保电小组，对供区内涉及高考考点的环网柜、配电线路及校内用电设备开展"地毯式"排查。队员们逐一对变压器、配电箱、备用电 源等关键设备进行红外测温、负荷监测，及时消除安全隐患；针对考点用电需求,协助校方调试应急电源,检查配电室用电情况，制定"一校一案"保电预案， 并安排专人值守，确保电力供应万无一失。 本网讯 6月7日至9日，为保障高考期间电力安全稳定供应，同时为考生和家长提供爱心志愿服务，国网兰州新区供电公司党员服务队充分发挥先锋模范作 用，以"保电＋服务"双举措,圆满完成高考期间保供电及爱心志愿服务工作,用实际行动践行初心使命，彰显责任担当。 考试期间,该公司在各考点外同步设立"连心桥·光明驿站"，将保电工作与志愿服务深度融合。队员们不仅为考点提供电力技术支持，实时监测考点用电情况, 还主动为考生和家长提供贴心服务，准备药品、矿泉水、文具包等物资,免费为考生和家长提供手机充电服务，搭建遮阳帐篷、摆放休息座椅，为候考家长 提供纳凉场所。 "能为孩子们做点实事，我们感到非常欣慰。希望他们都能考出好成绩，实现自己的梦想。"该公司党员服务队对员说。一句句温暖的话语，一个个贴心的举 动，让考生和家 ...

6月4日，国网北京丰台供电公司员工高杨、刘硕对高考考点丽泽中学供电设备开展巡视 检查工作，保障高考期间电网安全稳定运行。（陈芳 摄） 6月7日，2025年高考大幕将全面开启。国网北京市电力公司坚决贯彻北京市委市政府和 国家电网公司关于高考保障工作有关部署，高标准落实各项供电保障举措，以安全可靠电力 为莘莘学子保驾护航。 今年，国网北京电力供电范围内有112个高考考点。高考期间，国网北京电力两级调控 人员将密切关注电网负荷变化情况，优化调整电网运行方式。运维人员在重点变电站驻勤值 守，对重点保障线路开展不间断巡视，并借助视频监控系统开展远程巡检。"1+N"服务团队 协助考点客户持续开展设备用电情况巡视检查。75辆应急发电车准备就绪，随时做好电力突 发事件快速应对处置。 6月5日，国网北京怀柔供电公司为高考考点怀柔区第一中学做好应急发电车接入准备， 为即将到来的高考保驾护航。（池源 摄） 国网北京电力高度重视高考保电工作，成立高考供电保障指挥体系，与北京市区两级教 委、城市管理委保持密切联系，主动跟进考点设置情况，坚持日调度、日推进，坚决做 到"考点确定一处，保电安排一处"。 为服务好高考相关重要客户，国网北京电 ...

此次工程投运是庆阳电网发展的重要里程碑，不仅加速了清洁能源消纳，更为庆阳构建 新型电力系统、服务国家"双碳"目标提供有力支撑。下一步，国网庆阳供电公司将系统总结 330千伏工程建设经验，深化"六精四化"成果应用，持续提升电网建设水平，实现工程安 全、质量双达标。 【责任编辑：刘澄谚 】 陇东新能源330千伏送出工程A线（A1升压站-庆阳北330千伏线路工程）于5月29日投 运，该工程于2024年10月开工，历时5个月高效建设，成为庆阳能源转型的"电力大动脉"。 次日，甘肃庆阳北750千伏变电站330千伏送出工程（志远-木钵、志远-萧关线π接入庆阳北 变线路）顺利投运，该工程自2024年5月启动，历时12个月建成，将有效满足陇东直流配套 电源及规划电源汇集需求，大幅提升庆阳电网供电可靠性和外送能力，为地方经济发展提供 强劲能源支撑。 两项工程在国网甘肃省电力公司调控中心、建设事业部、超高压公司及属地单位的通力 协作下，采用"科学调度、按天督办、及时纠偏"机制，高效推进建设。面对复杂地形，施工 团队精准优化方案，成功跨越银西高铁、银百高速及多条电力线路，实现安全"零事故"目 标。在质量管理方面，严格落实"样板领路 ...

先锋领航：从 "纸面部署" 到 "一线破题" 的作风之变 4月10日，在 "金雁先锋工程" 揭榜挂帅仪式上，金昌公司发展策划部、安全监察部、市 场营销部等部门分别以现场发布的形式展示各项目的具体措施。公司领导班子现场授榜时特 别强调：" 揭榜就是"'军令状''冲锋号'，是要把党旗插在问题最集中的地方。" 从方案蓝图到落地生根，关键在 "实" 字当头。5月20日，"走转改、践四力" 采访组走进 金川区公司八一供电所，在标准化班组建设看板上，"日监测 - 周分析 - 月整改" 的闭环管理 机制正在高效运转：智能分析系统实时标注线损异常台区，党员台区经理对照 "问题清单" 逐户核查计量装置，可视化看板用红黄绿三色动态显示整改进度。这套由党员技术骨干牵头 研发的 "数据穿透 + 现场攻坚" 双轨治理模式，让 "四分线损率" 监测精度提升，推动线损治 理从 "被动消缺" 转向 "主动预防"，成为 "党员责任区" 建设的生动注脚。 在阳光业扩、新能源并网等前沿阵地，10个 "先锋示范岗" 同步亮牌：营销党员带着便 携式终端走进工业园区现场办公，输电党员在无人机巡检中创新 "党员包片责任制"……这 些扎根一线的 "微改革" ...

Core Viewpoint - The issuance of the "Notice" aims to accelerate the application and development of intelligent elderly care service robots in response to the increasing challenges of population aging through policy guidance and resource integration [3][4]. Summary by Relevant Sections Event - On June 9, 2025, the Ministry of Industry and Information Technology and the Ministry of Civil Affairs jointly released the "Notice on Conducting Pairing Attacks and Scene Application Pilot Work for Intelligent Elderly Care Service Robots" [2]. Main Content - The "Notice" emphasizes three main areas: 1. Establishing partnerships between enterprises and elderly care institutions to address five major needs, including disability care and emotional companionship, while overcoming shortcomings in safety and reliability. 2. Conducting scene application verification, requiring 200 households to validate home scenarios and deploying over 200 sets of equipment; for community/institution scenarios, covering more than 20 communities or elderly care institutions with at least 20 sets of equipment, with a verification period of no less than six months. 3. Improving standards and evaluation systems, requiring pilot units to jointly formulate standards for aging suitability and safety evaluation to enhance product reliability and intelligence [3][4]. Background - The aging process in China is deepening, with the population aged 60 and above expected to exceed 300 million by the end of 2024, accounting for 22% of the total population. There is a shortage of 5.5 million elderly care workers, particularly for disabled elderly care needs. The elderly care robot market has significant potential, but two core issues must be addressed: low public awareness and high product prices, along with insufficient intelligence [4]. - The silver economy is projected to reach approximately 7 trillion yuan in 2024, accounting for 6% of GDP, and is expected to grow to 30 trillion yuan by 2035, representing 10% of GDP. The domestic elderly care robot market is anticipated to exceed 30 billion yuan in 2024 and reach 50 billion yuan in 2025, with a compound annual growth rate of over 30% [4]. Investment Suggestions - The policy aims to bridge the gap between technology and commercialization, transitioning the elderly care robot industry from "concept innovation" to "scale application." The industry is recommended for attention, with specific stocks suggested for consideration [5][6].

Core Viewpoint - Huang Xinmin, a technician at State Grid Xinjiang Urumqi Power Supply Company, exemplifies dedication and innovation in relay protection, having organized 87 research projects and received multiple awards for his contributions to the field [1][8]. Group 1: Professional Development and Achievements - Huang Xinmin joined the company in 1996 and faced challenges with English technical manuals, which he overcame by translating and compiling a comprehensive Chinese manual for relay protection devices [2][4]. - His efforts led to a significant reduction in testing time for equipment, decreasing the original 8-hour testing period to 5 hours, thus shortening the overall project timeline by 37.5% [4]. - Over the years, he has led over 30 research projects, obtained 15 national patents, published 2 academic books, and authored 25 papers, with many of his research outcomes recognized as leading in the country [7]. Group 2: Innovation and Problem-Solving - Huang developed a "visual cable inventory map" method that allowed him to complete a complex cable inventory in just 3 days, significantly improving the accuracy of wiring during a station upgrade [6][7]. - He identified and resolved a potential issue with the IP configuration of a remote device, which prevented false alarms and improved operational reliability [5]. Group 3: Mentorship and Knowledge Transfer - Huang established the "Huang Xinmin Innovation Studio" in 2011, fostering a culture of technical innovation and mentoring young technicians, resulting in numerous awards for his team [8][10]. - He has adapted training methods to modern times, incorporating practical experiences and real-time problem-solving into his teaching, ensuring that the next generation of technicians is well-prepared [10].