消息面上，三个月前的春节，DeepSeek R1火爆出圈，让"东升西落"成为了随后一段时间的叙事和预 期。三个月后五一临近。DeepSeek R2临近发布此前市场预期的"5月发布"时间窗口。人工智能板块有望 迎来强烈催化剂。当前高层集体学习人工智能释放出强烈的政策升级信号，叠加DeepSeek R2等国产大 模型迭代节点临近，科技板块有望在政策与技术的双重驱动下重获资金关注。 4月28日，A股市场今日走势较稳，人工智能题材V型反弹，市场风险偏好快速提升。科创板人工智能指 数成分股中，恒玄科技、当虹科技、奥普特涨超3%，有方科技、寒武纪-U、中科星图、虹软科技、道 通科技涨超2%。科创板人工智能ETF（588930）市场热度较高，连续2个交易日获得资金净流入。 科创板人工智能ETF（588930）跟踪的科创板人工智能指数布局30只科创板人工智能龙头，覆盖AI产业 链上游算力、中游大模型云计算、下游机器人等各类创新应用，聚焦电子、计算机、机械设备、家电、 通信五大行业，前五大成分股合计权重47%，或具有较高的AI主题纯度和更高的弹性。 国元证券表示，国家高度重视人工智能产业的发展，长期成长空间广阔。尽管计算机行业 ...

Group 1 - The Commercial Aerospace Innovation Consortium was established during the 10th "China Aerospace Day" event in Shanghai, initiated by the National Space Administration [1] - The consortium aims to address challenges in the commercial aerospace sector, such as resource fragmentation, lack of standard systems, and insufficient innovation collaboration [1] - The consortium will operate under the guidance of the National Space Administration, focusing on principles of government guidance, enterprise leadership, collaborative innovation, and open cooperation [1] Group 2 - Various organizations, including the National Space Administration's Earth Observation and Data Center and several commercial aerospace companies, signed the initiative for the Commercial Aerospace Innovation Consortium [2] - The chairman of Hainan International Commercial Aerospace Launch Co., Ltd. emphasized the commitment to achieving high-density launch capabilities and advancing the construction of the second phase of the launch site [2] - The company aims to enhance its capabilities and focus on rocket recovery technology as a breakthrough point to gain a competitive edge in the aerospace industry [2]

Core Insights - Zhongke Xingtou Co., Ltd. has recently secured four low-altitude projects in cities including Qingdao, Huzhou, Fuzhou, and Nanning through its subsidiary, Xingtou Smart Technology Co., Ltd. [1][2] Group 1: Project Details - In Qingdao, Xingtou Smart is developing a "Smart Low-altitude Brain" management platform tailored to local development goals, focusing on public safety and enhancing efficiency in logistics, agriculture, and surveying through low-altitude flight technology [1] - In Huzhou, the company is providing comprehensive governance and urban inspection services using drones, integrating AI algorithms for efficient data collection and application [1] - The Fuzhou project involves creating a low-altitude airspace management system, which includes a high-performance data service platform and a comprehensive management network to ensure flight safety [1] - In Nanning, Xingtou Smart is establishing a low-altitude flight management service platform based on grid code technology, aiming to create a sustainable and expandable low-altitude economic ecosystem [2]

Group 1 - The core viewpoint highlights the ongoing decline of the Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index, which fell by 1.23% as of April 22, 2025, with mixed performance among constituent stocks [3] - The AI application landscape is accelerating, with significant releases from OpenAI, including the GPT-4.1 series and enhancements in AI capabilities, indicating a robust growth trajectory in AI technologies [3] - The Sci-Tech AI ETF closely tracks the performance of the Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index, which comprises 30 large-cap companies providing foundational resources and technologies for AI [4] Group 2 - The report from Guotai Junan Securities emphasizes the broad application of AI across various sectors, including securities research, banking, and insurance, suggesting a promising future for companies developing specialized AI models and products [4] - The Sci-Tech AI ETF has seen a significant growth in scale, increasing by 21.80 billion in the last three months, ranking it among the top in its category [4] - The ETF has also experienced a notable increase in shares, with a growth of 3,600,000 shares in the past month, placing it in the middle tier of comparable funds [4] Group 3 - Leveraged funds are increasingly investing in the Sci-Tech AI ETF, which recorded a net purchase of 1.1618 million in financing this month, indicating strong investor interest [5] - The ETF has demonstrated strong performance metrics, with a maximum monthly return of 15.59% since inception and a historical three-month holding profitability rate of 93.33% [5] - The management fee of the Sci-Tech AI ETF is competitive at 0.50%, with a custody fee of 0.10%, making it one of the lowest in its category [5] Group 4 - The top ten weighted stocks in the Sci-Tech Innovation Board Artificial Intelligence Index include companies like Lanke Technology and Chip Original, with the top ten collectively accounting for a significant portion of the index [7]

前段时间，美国网红"甲亢哥"在深圳直播时体验了多个国产高科技产品，其中就包括近年来的热点科技 ——飞行汽车，无人驾驶的飞行方式引来直播间的讨论。不仅如此，无人机外卖的展示，也让更多国外 网友见到了中国低空经济的快速发展。 其实，早在15年前，国家就提出了"低空经济"的相关概念。到今天，从监管到产业，多个行业已经和低 空经济产生了紧密的联系，并成为经济增长的新引擎。不仅如此，在政策上，近年来国家也在推动低空 经济的落地。 在运营方面，如何满足这个未来多主体、多任务、高密度、大流量飞行下的这种监管和服务，也是保障 低空飞行的关键，对通信技术提出了更高的要求，一旦通信中断，可能引发飞行事故。 "低空空域管理本质上是计算问题"，林乔木说道，"低空经济需要数字化空天系统和控制平台的支撑， 迫切需要通算、超算、智算一体的算力支撑。高算力、高密度、低功耗、高可靠是低空经济发展的方 向。" 当前，交通出行、物流配送、农业植保、文旅消费、城市管理、公共服务等低空应用场景已在中国多地 落地。据中国民航局此前的预测，到2035年，中国低空经济市场规模有望达到3.5万亿元。 与此同时，对于低空经济的快速发展，有很多人认为可能会取代外 ...

证券代码：688568 证券简称：中科星图 公告编号：2025-027 中科星图股份有限公司 关于回购股份事项前十大股东 和前十大无限售条件股东持股情况的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 中科星图股份有限公司（以下简称"公司"）于2025年4月14日召开第三届董事会第四次会议，审议通过 《关于以集中竞价交易方式回购公司股份方案的议案》，具体内容详见公司于2025年4月15日在上海证 券交易所网站（www.sse.com.cn）披露的《中科星图股份有限公司关于以集中竞价交易方式回购股份的 预案》（公告编号：2025-021）。 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第7号一一回购股份》等相关 规定，现将公司第三届董事会第四次会议决议公告前一交易日（即2025年4月14日）登记在册的前十大 股东和前十大无限售条件股东的名称、持股数量及持股比例情况公告如下： ■ 注：1.公司股份全部为无限售条件流通股份，因此，公司前十大股东亦为前十大无限售条件股东。 2."持股比例"按公司截至2025年 ...

中科星图董事长许光銮表示，商业航天、低空经济迎来高速发展期，中科星图集团始终坚持用空天信息 赋能千行百业，深耕技术、精研产品，在商业航天、低空经济全产业链的布局中，陆续收获了一批创新 成果。 卫星数据赋能低空经济 在来自卫星数据的三维地图上，蓝色建筑模型鳞次栉比，网格状的无人机航线在楼宇上空密集环绕，一 座城市从地面到空中的空间场景一览无余。通过"星图低空云"的飞行服务平台，无人机可以避开有冲突 的飞行活动，飞行的一举一动都在掌握之中。 面前的城市场景依托于中科星图天基卫星的数据供给能力。中科星图汇集了300余颗卫星数据资源，通 过"天临空地海"立体观测网络，构建地球大数据。目前中科星图的星图云平台运营着全国300多个城市 的数据，这些数据可以快速应用到低空经济的场景中。 中科星图低空云科技（青岛）有限公司副总裁王宁带来了"星图低空云"产品演示。王宁介绍，经过压力 测试，目前该平台能同时接入无人机100万架，同时规划1万条航线，或者为10万架无人机进行冲突检 测，网络延迟小于100毫秒。飞行服务平台可以掌握无人机的飞行位置、速度和轨迹，当其他飞行器靠 近时自动播报预警。 "就像滴滴打车软件后台需要同时规划大量 ...

Group 1 - The A-share market's three major indices closed mixed, with the Shanghai National New Science and Technology Board State-owned Enterprise Index down 0.41% to 963.1 points, with a trading volume of 10.744 billion yuan [1] - The Shanghai National New Science and Technology Board State-owned Enterprise Index has decreased by 7.12% in the past month, increased by 1.30% over the last three months, and has fallen by 0.59% year-to-date [1] - This index reflects the overall performance of state-owned enterprises listed on the Science and Technology Innovation Board, selected from state-owned enterprises or companies with state capital participation without actual controllers [1] Group 2 - The top ten holdings of the index include Haiguang Information (6.23%), China Resources Microelectronics (6.11%), Huahai Qingke (5.7%), SMIC (5.65%), Western Superconducting (5.15%), Zhongwei Company (4.2%), Huahong Semiconductor (4.14%), Jinghe Integrated (4.07%), China Railway Signal & Communication (3.38%), and Zhongke Star Map (3.29%) [1] - The index's holdings are entirely from the Shanghai Stock Exchange, with a 100% allocation [1] - In terms of industry distribution, Information Technology accounts for 55.88%, Industry 28.72%, Materials 9.41%, Healthcare 3.41%, and Communication Services 2.58% [2] Group 3 - The index samples are adjusted every six months, with adjustments implemented on the next trading day following the second Friday of June and December each year [2] - Weight factors are generally fixed until the next scheduled adjustment, with temporary adjustments possible under special circumstances [2] - Companies that are delisted or undergo mergers, acquisitions, or spin-offs will be processed according to calculation and maintenance guidelines [2]

4月16日，"中科星图商业航天与低空经济媒体交流日"主题活动在北京中科星图大厦成功举办。中科星 图董事长许光銮，高级副总裁徐翔，副总裁、低空经济战略部总经理林乔木，副总裁、生态品牌部总经 理唐丹丹，副总裁、商业航天战略部总经理郝雪涛，技术总师朱龙文，中科星图天辰科技有限公司首席 科学家张雯雯，中科星图低空云科技(青岛)有限公司副总裁王宁等出席。 在"GEOVIS数字地球体验中心"，徐翔详细介绍了中科星图发展历程、产业优势、战略定位、产品研 发、业务布局等相关情况。他表示，中科星图深度布局商业航天和低空经济，通过技术创新和产业链整 合，推动空天信息能力的广泛应用，为数字经济高质量发展注入新动能。 许光銮表示，媒体是连接技术创新与公众认知的桥梁，期待通过媒体视角，让中科星图的创新实践被更 多人看见，让中国空天科技的硬核力量被更多人感知，让空天信息产业重塑未来生产生活的美好图景被 更多人期待。 "建设商业卫星星座，完善商业卫星测运控网络，深化创新空天信息应用，布局商业航天全产业链。"郝 雪涛作《商业航天战略规划与布局》主题报告，重点介绍了中科星图"向天补强、向空发展、空天一 体、以云为本" 座谈环节，参会记者们表达 ...

Core Insights - The event "融媒聚势·数智赋能——中科星图商业航天与低空经济媒体交流日" highlighted the strategic initiatives of the company in commercial aerospace and low-altitude economy, focusing on technological innovation and industry chain integration to enhance the application of aerospace information capabilities for high-quality digital economic development [1][11] Group 1: Commercial Aerospace Strategy - The company has developed a comprehensive strategy for the commercial aerospace industry, aiming to expand from the downstream to the upstream of the industry chain [1] - A presentation on the "POWERLINK Circular Network Rocket Measurement System" showcased the current challenges and unique architecture of the measurement system, emphasizing the company's technological capabilities in commercial aerospace [1][3] Group 2: Low-altitude Economy Development - The company is implementing a low-altitude economy strategy based on the concept of "strengthening the sky with technology and controlling the air with computation," which includes building a "Star Map Low-altitude Cloud" and establishing two low-altitude test sites [5][11] - The low-altitude strategy is structured as "1+2+N+M," focusing on creating a cloud infrastructure, developing regional demonstrations, and exploring various industry scenarios to accelerate the scale of low-altitude applications [5] Group 3: Strategic Collaborations and Innovations - The company has engaged in strategic collaborations with 15 entities and is co-developing low-altitude test sites with cities like Hefei and Qingdao, indicating a deepening commitment to the low-altitude economy [11] - The launch of the Star Map Low-altitude Cloud V1.0 in January 2025 will validate typical business processes such as digital airspace construction and flight services [11]