新兴产业周报：低空经济产业基金设立，人工智能赋能新型工业化

Core Viewpoints - The upcoming sixth flight test of SpaceX's Starship is scheduled for November 19, 2024, aiming to further validate the reusability of the Super Heavy booster and the Starship upper stage [3][8] - The company Dahang Yujian has completed its Series A financing, with funds intended for technology development, market expansion, and team upgrades, highlighting the growing investment in reusable rocket technology in China [3][8] - The establishment of low-altitude economic platforms in Shanghai and Shenzhen is expected to accelerate the development of the low-altitude economy sector, with Shenzhen's fund targeting a minimum scale of 1 billion yuan [3][8][24] - The Ministry of Industry and Information Technology emphasizes the acceleration of artificial intelligence to empower new industrialization, focusing on innovation cooperation and the establishment of a stable AI industry chain [3][9] Industry Overview Commercial Aerospace and Satellite Internet - The establishment of the National Space Measurement Technology Committee aims to support the development of commercial aerospace and ensure accurate measurement in space activities [21] - The successful financing of Dahang Yujian indicates a strong interest in the development of reusable liquid rockets in China, which is crucial for reducing satellite launch costs and advancing manned spaceflight [3][21] Low-altitude Economy - Shanghai plans to establish a state-owned platform for the low-altitude economy to promote collaborative development in the sector [24] - Shenzhen's low-altitude economic fund aims to raise at least 2 billion yuan, with a focus on investing entirely in the low-altitude economy [24][25] - The Harbin low-altitude economic development plan outlines a comprehensive framework for building infrastructure and fostering innovation in the low-altitude sector [23] Artificial Intelligence - The Ministry of Industry and Information Technology is pushing for AI to enhance industrial processes, emphasizing collaboration between enterprises and research institutions [9][33] - The establishment of international cooperation platforms is intended to promote the application of AI in manufacturing and other industrial scenarios [9][33] Investment Recommendations - The report suggests focusing on companies in emerging industries such as low-altitude economy (e.g., Wan Feng Ao Wei, CITIC Hai Zhi), commercial aerospace (e.g., China Satellite Communications, China Satellite), and artificial intelligence (e.g., SMIC, Tongfu Microelectronics) [4][9]