一架架无人机灵活穿梭于高空，高效完成幕墙清洗、咖啡配送等工作，绿色能源加持的氢动力无人机演 示载货运输，系留无人机与车辆协同联动，展现应急通讯及侦测智能化新方案……上海浦东软件园三林 园内，一幅低空产业多元应用场景的全新图景正徐徐铺展，生动体现了低空科技在不同领域的实践价值 与商业化潜力。 12月19日，"协同致远·未来已来"上海浦软低空经济产业服务平台发布会成功举行。浦东新区科技和经 济委员会副主任王纲，浦东新区三林镇党委副书记、镇长王震东，上海浦东软件园股份有限公司党委书 记、总经理聂影，上海浦东软件园股份有限公司党委委员、副总经理、上海浦东软件园三林园发展有限 公司董事长虞俭，中国航空器拥有者及驾驶员协会秘书长陈国华共同启动上海浦软低空经济产业服务平 台，为浦东低空经济发展按下"加速键"。浦东新区首个低空经济综合性产业展示馆——上海浦软低空经 济展示馆同时揭幕。 聚焦战略前沿，发布产业服务平台 为进一步推动低空产业生态链协同发展，上海浦软低空经济产业服务平台将聚焦场景应用、产业协同、 资本赋能与人才培育四大功能，已引入一批合作伙伴、合作基金、入驻企业及培训基地。会上，复能科 技、柘飞航空、御风未来、捷信 ...

行业研究 证 券 研 究 报 告 华创交运|低空经济周报（第 59 期） 多地政府十五五规划建议写入"低空经济" 邮箱：wuyifan@hcyjs.com 执业编号：S0360516090002 证券分析师：梁婉怡 邮箱：liangwanyi@hcyjs.com 执业编号：S0360523080001 证券分析师：吴晨玥 交通运输 2025 年 12 月 14 日 邮箱：wuchenyue@hcyjs.com 执业编号：S0360523070001 推荐（维持） 证券分析师：霍鹏浩 邮箱：huopenghao@hcyjs.com 执业编号：S0360524030001 华创证券研究所 证券分析师：吴一凡 证券分析师：李清影 邮箱：liqingying@hcyjs.com 执业编号：S0360525080004 联系人：刘邢雨 邮箱：liuxingyu@hcyjs.com 行业基本数据 | | | 占比% | | --- | --- | --- | | 股票家数(只) | 121 | 0.02 | | 总市值(亿元) | 33,163.64 | 2.78 | | 流通市值(亿元) | 28,692.20 | 2 ...

Core Viewpoint - The general aviation ETF (159378) has seen a significant increase, with key stocks such as Sichuan Jiuzhou and Tianhe Defense experiencing notable gains, reflecting a positive market sentiment towards the low-altitude economy and related sectors [1][4]. Group 1: Market Performance - The general aviation ETF (159378) rose over 2% as of December 12, 10:39, with Sichuan Jiuzhou (000801) hitting the daily limit and Tianhe Defense (300397) increasing by over 10% [1]. - Key stocks in the sector showed strong performance, with Tianhe Defense up by 10.40%, Sichuan Jiuzhou by 9.98%, and Tianyin Electromechanical by 6.33% [3]. Group 2: Policy and Regulatory Environment - The Central Air Traffic Control Office has released new guidelines for the construction of low-altitude flight management systems, aiming to enhance regulatory frameworks [1]. - The Ministry of Industry and Information Technology and the National Development and Reform Commission have jointly issued a plan to promote consumption in the low-altitude sector, supporting the development of aviation camps and expanding low-altitude tourism and private flying [1][4]. Group 3: Industry Outlook - Southwest Securities highlighted the national 14th Five-Year Plan's focus on accelerating the development of the aerospace and low-altitude economy, with various local governments implementing policies to support this sector [4]. - The low-altitude economy is gaining traction, with applications in low-altitude logistics and tourism leading the way, and major eVTOL manufacturers securing orders and expanding internationally [4]. - The general aviation ETF (159378) is positioned to benefit from the rapid development of integrated air-space-ground systems, driven by new combat and production capabilities [4].

Group 1 - The core viewpoint of the article is that the company is focusing on leveraging its capital platform advantages to accelerate the integration of business planning and capital operations, aiming to create new development highlights [1] - The company has indicated that it will strictly adhere to regulatory requirements for information disclosure if there are relevant plans [1]

南京莱斯信息技术股份有限公司 2025 年第四次临时股东会会议资料 证券代码：688631 证券简称：莱斯信息 南京莱斯信息技术股份有限公司 2025 年第四次临时股东会 会议资料 2025 年 12 月 为维护广大投资者的合法权益，保障股东在本次股东会期间依法行使权利， 根据《公司法》、中国证监会《上市公司股东会规则》和公司《股东会议事规则》 等有关规定，特制定本会议须知： 一、全体参会人员应以维护全体股东的合法权益、保障会议的正常秩序和议 事效率为原则，自觉履行法定义务。 二、为保证股东会的严肃性和正常秩序，除出席会议的股东及股东代理人、 列席的董事、高级管理人员、公司聘请的律师及公司董事会要求的人员以外，公 司有权依法拒绝其他人士入场。为确认出席股东会的股东或其他出席者的出席资 格，会议工作人员将对出席会议者的身份进行必要的核对工作，请被核对者予以 配合。 南京莱斯信息技术股份有限公司 2025 年第四次临时股东会会议资料 目 录 | 2025 | 年第四次临时股东会会议须知 1 | | | --- | --- | --- | | 2025 | 年第四次临时股东会会议议程 3 | | | 2025 | ...

南京莱斯信息技术股份有限公司 2025 年第四次临时股东会会议资料 证券代码：688631 证券简称：莱斯信息 南京莱斯信息技术股份有限公司 2025 年第四次临时股东会 会议资料 2025 年 12 月 南京莱斯信息技术股份有限公司 2025 年第四次临时股东会会议资料 目 录 | 2025 | 年第四次临时股东会会议须知 | | 1 | | --- | --- | --- | --- | | 2025 | 年第四次临时股东会会议议程 | | 3 | | 2025 | 度第四次临时股东会会议议案 | | 5 | | | 议案一 关于选聘公司 2025 | 年度会计师事务所的议案 | 5 | 南京莱斯信息技术股份有限公司 2025 年第四次临时股东会会议资料 南京莱斯信息技术股份有限公司 2025 年第四次临时股东会会议须知 四、会议开始后，由会议主持人宣布现场出席会议的股东人数及其所持有表 决权的股份总数，在此之后进场的股东无权参与现场投票表决。 五、股东会推举计票、监票人选，表决结果由计票、监票人员推举代表当场 公布表决结果。 六、会议按照会议通知上所列顺序审议、表决议案。 七、本次股东会采取现场投票和网 ...

资讯晨报 ——金元证券研究 2025 年 12 月 9 日 资讯晨报 | 指数 | 开盘价 | 收盘价 | 近一交易日% | 近20交易日% | | --- | --- | --- | --- | --- | | 道琼斯工业 | 47,972 47,739 | | -0.45 | 1.60 | | 纳斯达克 | 23,638 23,546 | | -0.14 | 2.35 | | 标普500 | 6,875 | 6,847 | -0.35 | 1.75 | | 富时100 | 9,667 | 9,645 | -0.23 | -1.45 | | 日经225 | 50,643 50,582 | | 0.18 | 0.61 | | 上证指数 | 3,909 | 3,924 | 0.54 | -2.35 | | 深证指数 | 13,179 13,330 | | 1.39 | -0.73 | | 科创50 | 1,326 | 1,351 | 1.86 | -4.03 | | 恒生指数 | 26,068 25,765 | | -1.23 | -3.32 | | 主要市场股指表现 | | | | | | 3.00 | | ...

Core Viewpoint - The company, Lais Information, has reported a transition from profit to loss in the first three quarters of the year, with losses in each quarter and an increase in the year-on-year loss magnitude [1][3][8]. Financial Performance - The primary reasons for the losses include a decrease in sales revenue from urban road traffic management, significant credit impairment losses, and a reduction in other income [2][9]. - The company has experienced a seasonal pattern in its main business revenue, with most projects expected to be recognized in the second half of the year due to the nature of client project execution and the use of the completion method for revenue recognition [3][9]. Industry Context - Lais Information is a leading provider of civil command information system solutions and is a key player in the low-altitude economy, which has been elevated to a national strategy in China, with nearly 30 provinces incorporating low-altitude economic development into their government work reports or related policies [6][13]. - The current state of low-altitude economic development faces challenges such as limited airspace resources, complex approval processes, and inadequacies in low-altitude communication, air traffic management, navigation, and intelligent flight control technologies [6][13]. - The rapid growth in low-altitude operations is driving a transformation in management models, shifting from a focus on safety to a balance between safety and development [6][13]. Future Outlook - The company has implemented a large-scale, high-density, and flexible autonomous low-altitude intelligent support system, exemplified by the first national benchmark case for eVTOL tourism flight scenarios in Wencheng County, Zhejiang Province [7][14]. - As the low-altitude industry develops, it is expected that more application scenarios will gradually emerge [7][14].

截至2025年12月4日 10点10分，上证科创板100指数下跌0.16%。成分股方面涨跌互现，荣昌生物领 涨4.49%，泽璟制药上涨4.19%，绿的谐波上涨3.79%；乐鑫科技领跌3.75%，华曙高科下跌3.69%，莱斯 信息下跌3.37%。科创100ETF华夏（588800）多空胶着，最新报价1.24元。 流动性方面，科创100ETF华夏（588800）盘中换手2.86%，成交7189.06万元。拉长时间看，截至 12月3日，科创100ETF华夏（588800）近1周日均成交2.47亿元，领先同类。 公开信息显示，科创半导体ETF（588170）及其联接基金（A类：024417；C类：024418）跟踪上 证科创板半导体材料设备主题指数，囊括科创板中 半导体设备（61%）和半导体材料（23%）细分领域 的硬科技公司。 半导体设备和材料行业是重要的国产替代领域，具备国产化率较低、国产替代天花板 较高属性，受益于人工智能革命下的半导体需求，扩张、科技重组并购浪潮、光刻机技术进展。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对 ...

Group 1 - The company will hold its fourth extraordinary general meeting of shareholders on December 19, 2025 [2][5] - The meeting will be conducted using a combination of on-site and online voting methods [5][6] - The online voting system will be provided by the Shanghai Stock Exchange, with specific voting times outlined [3][4] Group 2 - The company plans to appoint Tianjian Accounting Firm as its auditor for the 2025 fiscal year, replacing Rongcheng Accounting Firm [19][20] - The change in auditors is due to the completion of the maximum service period allowed for the previous auditor, as per regulations [20][21] - The proposed auditor has a strong track record, with 2,356 registered accountants and significant experience in auditing listed companies [22][23] Group 3 - Tianjian Accounting Firm's audit fee for the 2025 fiscal year is set at 716,666.67 yuan, which includes 600,000.00 yuan for financial statement audits and 116,666.67 yuan for internal control audits [28] - The previous auditor, Rongcheng Accounting Firm, provided standard unqualified opinions for the company's financial reports for eight consecutive years [28][29] - The company has communicated with both the outgoing and incoming auditors regarding the transition, with no objections raised [29][30]