每经AI快讯，12月30日，科德数控(688305.SH)发布投资者关系活动记录表公告称，公司产品已广泛应 用于航空航天领域，已为航天科工、航天科技（000901）、中航工业、航发集团四大集团项下50余家主 机厂及科研院所提供设备，并实现批量化进口替代。近年来，公司不断深入民用航空领域，并成功与商 飞等达成合作，为大飞机核心结构件的精密加工提供国产高端五轴数控装备与工艺解决方案。同时，公 司依托在航天制造领域深厚的技术积淀，参与了运载火箭、卫星等各类航天器及其配套系统的制造，并 与多家商用航天领域用户推进合作。未来随着产能的不断释放，将进一步推动产品在航空航天领域的深 度应用和国产化进程加速，为保障国家航空航天产业链安全与自主可控贡献力量。 ...

Group 1 - Xizi Aviation is a significant business segment under the major shareholder Xizi Elevator, primarily engaged in the manufacturing of aircraft components, including airframe structural parts, composite parts, sheet metal parts, and new aviation fasteners [1] - Xizi Aviation is a first-tier supplier for the C919 large passenger aircraft and provides high-quality products and services to renowned aircraft manufacturers such as Airbus, Boeing, Bombardier, COMAC, and AVIC [1]

Core Viewpoint - The Jiangsu province is focusing on the high-quality development of the aerospace industry, expecting a 90% increase in revenue from regulated enterprises by 2025 compared to 2020, with an average annual compound growth rate of around 14% during the 14th Five-Year Plan period [1] Group 1: Industry Development Plans - The aerospace cluster is identified as a key advanced manufacturing industry to be cultivated during the 14th Five-Year Plan, with efforts directed towards industrial innovation, digital empowerment, transformation enhancement, and service system development [1] - Strategic cooperation agreements have been signed between the provincial government and major companies such as COMAC, AVIC, and Aero Engine Corporation of China, with a focus on large aircraft development [1] Group 2: Industry Growth and Achievements - Over the past five years, Jiangsu has accelerated the formation of influential industrial chains in aircraft components, low-altitude manufacturing, and commercial aerospace, establishing industrial clusters in cities like Nanjing, Wuxi, and Changzhou [1] - Significant breakthroughs have been achieved in key areas such as large aircraft components, heavy-duty unmanned cargo aircraft, and satellite internet [1] Group 3: Future Directions - During the 15th Five-Year Plan period, Jiangsu aims to deeply integrate into the Yangtze River Delta large aircraft industry cluster, focusing on differentiated and specialized development while expanding the industry scale [1] - The province will emphasize innovation-driven strategies to build a comprehensive development ecosystem that includes research and development, manufacturing, application, standards, regulations, and service guarantees [1]

省工信厅副厅长张星表示，"十五五"时期，江苏将深度融入长三角大飞机产业集群建设，从坚持因地制 宜开展产业布局，实现差异化、特色化发展，持续做大产业规模；坚持创新驱动，加快构建集研发、制 造、应用、标准、规制、服务保障于一体的发展生态等方面发力，将航空航天、低空经济等培育成增长 新引擎。 本报讯(记者付奇)省工信厅日前在南京组织开展航空航天产业高质量发展座谈交流会，记者从会上了解 到，据可比口径，预计2025年全省航空航天集群规上企业营业收入较2020年增长90%，"十四五"期间年 均复合增长率14%左右。 "十四五"期间，我省将航空航天集群作为重点培育的先进制造业集群，构建完善集群培育工作体系，从 产业创新、数智赋能、转型提升、服务体系打造等方面着力推动产业加快布局。省政府与中国商飞、中 航工业、航发集团先后签订战略合作协议，大飞机规模化华东区域推进办公室落户南京。5年来，全省 加快培育形成飞机配套、低空制造、商业航天等国内有影响力的产业链条，形成南京、无锡、常州等一 批产业集聚地，一批优势企业加速集聚，在大飞机关键部件、重载无人货运飞机、卫星互联网等领域形 成一批突破性成果。 ...

张星表示，航空航天是我国重点布局的战略性新兴产业，党的二十届四中全会和省委十四届十次全会均 作出了明确部署。"十五五"时期，面临重大发展机遇，江苏全省工信系统要贯彻落实国家和省委、省政 府战略部署要求，深度融入长三角大飞机产业集群建设，培育航空航天、低空经济等增长新引擎。一是 坚持因地制宜开展产业布局。全省各地结合自身资源禀赋，科学谋划本地区航空航天产业发展路线图， 实现差异化、特色化发展。要加强与中国商飞、中航工业、航发集团等央企对接，加快布局一批重点项 目，持续做大产业规模。二是坚持创新驱动持续完善产业生态。要贯彻落实省政府有关部署要求，瞄准 进口替代，梳理短板清单，组织开展关键领域核心技术攻关。要推动企业建设创新平台，提升规上企业 研发机构覆盖率。要加快构建集研发、制造、应用、标准、规制、服务保障为一体的发展生态，聚焦扩 大场景示范，推动新技术、新产品、新模式创新，实现产业高质量发展。三是坚持底线思维抓好行业管 理工作。严格抓好工作落实，压实工作责任，更好统筹发展和安全。 "十四五"期间，江苏省将航空航天集群作为全省重点培育的先进制造业集群，构建完善集群培育工作体 系，从产业创新、数智赋能、转型提升、服 ...

Investment Rating - The report does not explicitly state an investment rating for the emergency rescue drone industry Core Insights - The emergency rescue drone industry is experiencing rapid growth driven by increasing natural disasters and the need for efficient response mechanisms [4] - The integration of AI and advanced technologies is transforming drones from auxiliary tools to intelligent operational entities [15] - The market is characterized by a diverse competitive landscape with leading companies leveraging technological advancements to enhance their offerings [12] Market Background - The rise in natural disasters and public health emergencies has highlighted the limitations of traditional emergency response methods, leading to the adoption of drone technology [4] - Emergency rescue drones are defined as unmanned aerial systems designed for tasks such as disaster reconnaissance, information gathering, and material delivery during emergencies [5] - The industry has evolved from basic applications to complex, integrated systems capable of performing multiple tasks in emergency scenarios [6] Market Status - The rapid development of the emergency rescue drone industry in China is driven by five core factors: supportive policies, technological breakthroughs, increasing disaster occurrences, expanding market demand, and heightened safety awareness [7] - The supply side of the market features a diverse and competitive landscape, with leading domestic companies dominating through technological advantages and comprehensive industry chain layouts [8] - Demand for emergency rescue drones is robust, fueled by policy guidance, deepening application scenarios, and regional demand variations [9][10] Market Competition - The competitive landscape is defined by a "head-led, multi-competitive" structure, with major players like DJI and specialized manufacturers leading the market [12] - The evaluation of the top ten emergency rescue drone brands is based on multiple quantitative metrics, including revenue, payload capacity, and flight endurance [11] - Major brands include DJI, United Aircraft, and Yandu Drone, each with unique technological strengths and market strategies [13][17] Development Trends - The integration of AI technology is enabling drones to perform autonomous operations, significantly reducing reliance on human operators [15] - Future focus will be on developing industrial-grade drones with high payload capacities and long flight times to meet the demands of complex rescue scenarios [16]

深圳市大鹏新区无人机测试基地依托山海湖岛城环境要素，致力于打造粤港澳大湾区无人机综合测试集 中区、海陆空全空间无人体系体验区及低空经济产业创新示范高地，成为低空经济发展的"加速器"，面 向市民的"空中体验空间"，持续推动低空经济从概念走向现实生活。 据悉，市民游客将有机会近距离体验低空科技，后续可通过"深城交低空"小程序预约山海低空体验、低 空科普亲子活动等项目。 "全场景测试+商业化落地"推动低空场景落地 值得关注的是，未来，基地将以"全场景测试+商业化落地"双轮驱动，聚焦为企业提供全方位测试服 务；构建产业集聚平台，加速科技成果向实际应用转化；推进场景示范，落地海岛物流、低空游览、应 急救援等真实场景试点三大方向，并探索跨境低空飞行测试与服务。 南都讯 12月10日，深圳市大鹏新区无人机测试基地正式启用。记者在现场获悉，该基地是深圳 市"1+5+4"低空创新基础设施体系的重要组成部分，将聚焦技术研发、适航验证、产业集聚、场景创新 等关键环节，为中大型无人机、eVTOL、未来航空器提供"全场景"测试服务，为探索低空空域管理、制 定测试技术标准、拓展低空应用场景输出"大鹏方案"，助力深圳打造"全球低空经济第一 ...

位于坝光的大鹏新区无人机测试基地正式启用，活动现场展出多款低空航空器。 12月10日，深圳市大鹏新区无人机测试基地正式启用。南都记者在现场获悉，该基地是深圳 市"1+5+4"低空创新基础设施体系的重要组成部分，将聚焦技术研发、适航验证、产业集聚、场景创新 等关键环节，为中大型无人机、eVTOL、未来航空器提供"全场景"测试服务，为探索低空空域管理、制 定测试技术标准、拓展低空应用场景输出"大鹏方案"，助力深圳打造"全球低空经济第一城"。 "产学研用示范基地"同步揭牌 活动现场，多家低空企业的核心航空器，包括新型电动垂直起降航空器(eVTOL)、载人垂直起降航空器 （pVTOL）、无人机、直升机等集中展示，吸引嘉宾驻足观看。 现场举行了签约活动，沃飞长空、一汽旗翼、道通智能、中航工业、联合飞机、零重力等12家企业作为 首批低空场景合作伙伴，将入驻基地开展测试与合作；深城交与南方科技大学海洋高等研究院共同揭 牌"产学研用示范基地"，探索近海低空技术创新；同时，深城交与大鹏新区、沃飞长空、南方科技大学 海洋高等研究院、中航工程、深圳北理莫斯科大学、飞客时代达成战略合作。 深圳市大鹏新区无人机测试基地依托山海湖岛城环 ...

现场举行签约活动，沃飞长空、一汽旗翼、道通智能、中航工业、联合飞机、零重力等12家企业作为首 批低空场景合作伙伴，将入驻基地开展测试与合作；深城交与南方科技大学海洋高等研究院共同揭 牌"产学研用示范基地"，探索近海低空技术创新；同时，深城交与大鹏新区、沃飞长空、南方科技大学 海洋高等研究院、中航工程、深圳北理莫斯科大学、飞客时代达成战略合作。 据了解，该基地位于深圳市大鹏新区坝光片区，占地面积1.1万平方米，设有综合服务中心、机库、运 营中心、交付中心及展厅等配套空间，拥有真高600米，特定区域真高超3000米，总面积20.2平方公里 的低空适飞空域，向外延展的海域形成约200平方公里的海上试飞空间，基地配备通信、监测、感知、 气象等多类设备，具备低空数字基础服务能力，是开展无人机试飞的理想场地。 12月10日，深圳市大鹏新区无人机测试基地正式启用。该基地是深圳市"1+5+4"低空创新基础设施体系 的重要组成部分，将聚焦技术研发、适航验证、产业集聚、场景创新等关键环节，为中大型无人机、 eVTOL、未来航空器提供"全场景"测试服务，为探索低空空域管理、制定测试技术标准、拓展低空应用 场景输出"大鹏方案"，助力 ...

Core Insights - The 2025 World Intelligent Manufacturing Conference will be held in Nanjing from November 27 to 29, marking its tenth anniversary since its inception in 2016, with a theme of "Digital Intelligence Drives New Quality Leadership" [1][2] - The conference aims to create a high-end, international platform for global intelligent manufacturing exchange and cooperation, showcasing the latest achievements in the field and discussing the integration of technological breakthroughs with industrial transformation [1][2] Group 1: Event Highlights - The conference will feature a main conference, a market-oriented exhibition, and 12 specialized activities, with participation from major companies like Dassault and JD.com, as well as 16 industry ecosystem activities [1][2] - Approximately 2000 attendees are expected, including nearly 200 important guests from domestic and international institutions, such as academicians and industry leaders [2][3] Group 2: Specialized Activities - The main conference will include the appointment ceremony for the new National Intelligent Manufacturing Committee, the release of the 2025 Intelligent Manufacturing Blue Book, and the announcement of the top ten technological advancements in intelligent manufacturing for the year [3][4] - A market-oriented exhibition will cover 55,000 square meters, featuring 452 companies from 18 countries and regions, with a focus on robotics, smart factories, industrial software, and intelligent equipment [4][5] Group 3: International Collaboration - The exhibition will introduce an international invited exhibition area for the first time, showcasing leading intelligent manufacturing technologies and solutions from global companies [5] - A series of specialized activities, including financial roadshows and technology exchanges, will be held to facilitate cooperation and win-win outcomes across the industry chain [5]