智通财经7月17日电，美股无人机概念走强，Palladyne AI涨超26%，Joby Aviation 涨超8%，Archer Aviation涨超6%。 ...

智通财经APP获悉，优步(UBER.US)正联手电动汽车制造商Lucid(LCID.US)和自动驾驶技术初创公司 Nuro，共同推出机器人出租车车队。 优步周四宣布，将采购配备Nuro自动驾驶系统的Lucid Gravity SUV并投入运营，计划于2026年下半年在 美国某主要城市率先投放，未来六年内部署至少2万辆自动驾驶出租车。优步同时披露将向两家合作伙 伴分别注资数亿美元，其中3亿美元用于支持Lucid升级生产线以整合Nuro硬件设备。 消息刺激Lucid股价盘前一度飙升62%，最终收窄至46%报3.35美元；优步微涨1%至91.62美元。Lucid另 宣布拟实施1:10的并股计划，尚待股东批准。 "这是我们从电动汽车技术授权向多元合作拓展的重要里程碑，"Lucid临时CEO表示，"未来六年充满可 能性，此刻只是起点。" 该公司同时透露仍在推进自研高级驾驶辅助系统，本周刚宣布新增脱手驾驶和自动变道功能，并与沙特 阿卜杜拉国王科技大学展开技术合作。 本周早些时候，优步刚宣布与中国百度Apollo合作拓展海外市场，目前其应用已在凤凰城、奥斯汀、亚 特兰大和阿布扎比提供自动驾驶服务。 此次合作标志着优步战略重 ...

Investment Rating - The report assigns a "Buy" rating for the company, marking its first coverage [8][60]. Core Insights - The company is a leading player in the HVLS fan industry in China and is transitioning towards AI-driven business models, which are expected to contribute significantly to revenue growth in the coming years [8][60]. - The company is leveraging partnerships with state-owned enterprises in Henan to expand its AI applications in various sectors, including government, healthcare, and autonomous vehicles [8][60]. - Revenue projections for the company are optimistic, with expected revenues of 3.73 billion, 4.50 billion, and 5.84 billion yuan for 2025, 2026, and 2027 respectively, alongside significant growth in net profit [8][60]. Summary by Sections 1. Company Overview - The company, established in 2010, is a leader in the HVLS (High Volume Low Speed) fan industry, with a strategic shift towards AI and other innovative production capabilities post-IPO in 2021 [13][18]. 2. AI Business Expansion - The AI business is primarily developed through a joint venture with the Henan state-owned investment group, focusing on applications in government, healthcare, and autonomous vehicles [8][35]. - The AI+ government initiative includes a partnership with People's Daily to enhance public document writing efficiency, targeting over 48 million civil servants in China [38][40]. - In healthcare, the company is capitalizing on the strong medical resources in Henan, providing AI solutions for hospital upgrades and research assistance [43][46]. - The autonomous vehicle sector is seeing gradual commercialization, with the company collaborating with the Henan Automotive Industry Investment Group to develop technologies for various autonomous vehicle applications [47][51]. 3. Financial Projections - The company anticipates a revenue decline in 2024 to 3.31 billion yuan, followed by a recovery and growth trajectory in subsequent years, with net profit expected to rebound significantly by 2025 [27][58]. - The revenue breakdown indicates that HVLS fans will continue to dominate sales, but new AI ventures are projected to gain traction and contribute to overall growth [58][59]. 4. Market Position - The HVLS fan market is expected to grow steadily, with the company holding a leading market share and actively expanding into international markets [54][55]. - The report highlights the energy efficiency of HVLS fans compared to traditional cooling solutions, positioning the company favorably in the context of rising energy costs and environmental concerns [54][56].

从资金流向看，航空航天ETF（159227）已连续15个交易日获资金净流入，最新规模6.03亿元，位居同 类产品榜首。 消息面上，7月17日，央视公开报道了解放军西部战区76集团军列装"机器狗"等地面作战机器人，首次 在实战化训练中和无人机协同演练。这一动作象征着我军传统地面部队无人化转型进入新阶段。 7月17日，A股三大指数继续走高，军工板块盘中走强。截至14点01分，国证航天航空行业指数 （CN5082）涨幅3.12%，持仓股建设工业、中航沈飞涨停，国睿科技涨超6%，国博电子、广联航空、 中航西飞、中航成飞等股跟涨，50只成分股48只上涨。全市场 "军工含量" 最高的航空航天ETF （159227）上涨3.04%，成交额达1.58亿元，单日成交额创上市以来新高。 航空航天ETF（159227）跟踪国证航天指数，专注于军工领域中的空天力量，指数申万一级行业中军工 行业占比达98.2%，相较于中证军工、中证国防指数，国证航天的指数集中度更高，在航空装备、航天 装备领域的占比更高，国证航天指数的航空航天装备权重占比高达66.5%，远高于中证军工（40%）和 中证国防指数（52%）。 （文章来源：每日经济新闻） ...

中新网甘肃新闻7月15日电 (戴文昌)从人力配送迈向智能时代，极兔速递甘青宁区域物流配送网络15日 迎来新成员。12辆具备L4级自动驾驶能力的快递无人配送车正式投入运营，标志着它们不仅"跑"进乡村 物流"最后一公里"，更带着一身"黑科技"推动当地末端配送迈入无人化、智能化转型新阶段。 极兔速递甘青宁代理区负责人黄金银说，此次投放的快递无人配送车，车辆覆盖半径达60公里，可精准 抵达偏远村落，实现物流配送"最后一公里"。同时，该车还将搭载便民服务模块，为民众提供生活物资 代购、农产品上行寄递、政策宣传等多元化服务，满足乡村民众多样化需求。 从行业发展来看，其技术应用正成为破解物流行业痛点新路径。邓文龙说，兰州是此次快递无人配送车 应用的起点，未来将以极兔速递甘青宁区域为核心，持续优化快递无人配送车数据模型与管理调度体 系，探索推动快递行业向"无人化、智能化、标准化"转型。 黄金银说，随着12辆快递无人配送车的投入运营，极兔速递甘青宁区域物流配送网络将借智能化破解山 区配送难题，进而缩小城乡服务差距。同时畅通乡村农副产品上行渠道，助力民众增收，为高原智慧物 流树起标杆，推动甘青宁数字乡村发展。(完) 图为7月15 ...

在描绘无人驾驶的未来图景时，载货的商业化路径，似乎比载人更清晰可见。 此刻，北上广深的大街小巷里，新石器、九识、白犀牛的无人配送车，已然穿梭于区域物流点与驿站之间，编织着一张细密的无人配送网，持续为合作企 业降本增效。 新石器创始人余恩源曾算过一笔账：无人车可将物流公司的城市短驳成本削去四成以上。他描绘了一张蓝图，若能建成一张百万台规模的无人配送网络， 每年可为整个快递物流行业省下数百亿元开支。 在实实在在的「省钱」诱惑下，市场需求自然水涨船高。国金证券研报显示，国内城配市场规模已达万亿级。 这意味着无人城配的蛋糕，还远未被切完。 今天觊觎这块蛋糕的，除了菜鸟、京东、美团等物流企业，以及新石器、九识、白犀牛等初创企业，还有从 Robotaxi 赛道强势跨界的新玩家——文远知 行。 今年 2 月，文远知行发布了专为城市开放道路设计的新一代无人车——Robovan W5，首批 20 台已在广州投入商业化运营。 有意思的是，这位在 Robotaxi 领域已占据高地的玩家，凭借 L4 级自动驾驶技术积累的降维复用，在踏入无人城配时也显得游刃有余。 究其根本，整个无人城配赛道尚处早期探路阶段，即便先行者已建立起千台级的 ...

"中国经济2025年上半年的表现超出预期，稳中有进的发展态势和成效，为完成全年5%左右的增长目标 打下了较好基础。中国经济将继续成为世界经济增长的主要引擎。"BI挪威商学院战略学教授卡尔·费认 为，中国的政策具有稳定性，经济发展趋势可预测性较强，带给了企业信心，也便于企业更好地决策规 划。 "中国经济稳定向好，其中一个重要原因是中国因地制宜发展新质生产力，加大推进新产业、新技术、 新业态较快发展。这不仅为自身高质量发展注入源源不断的新动力，也为全球南方国家发展提供了重要 借鉴。"沙特科研与知识交流中心研究员穆罕默德·萨迪克说。 7月15日，中国国家统计局发布数据显示，上半年中国国内生产总值同比增长5.3%，增速比去年同期和 全年均提升0.3个百分点。接受本报记者采访的国际人士表示，中国经济顶住压力、迎难而上，经济运 行总体平稳、稳中向好，在高质量发展取得新进展的同时，为世界经济注入更多动力和确定性。 "中国经济运行延续了稳中向好的态势" 当前，单边主义、保护主义加剧，多边主义、自由贸易受到严峻挑战，世界经济复苏乏力，外部环境的 不确定性对中国经济平稳运行造成一定压力。作为全球第二大经济体，中国经济走势受到国际 ...

Several drone stocks surged on July 11 after the United States Department of Defense (DoD) released a memo with highly bullish implications for the industry. In the memo titled “Unleashing U.S. Military Drone Dominance," Secretary of Defense Pete Hegseth shared his vision for increased U.S. drone production and use. Let’s dive into some of the specifics of the memo and the defense stocks that were among the biggest beneficiaries. Get Red Cat alerts:Hegseth’s Small-Drone Focus Helps Shares of RCAT Blast Off ...

Group 1 - The European Union has proposed a historic budget of nearly €2 trillion (approximately $2.3 trillion) for the next seven years to address various challenges, including increased global economic competition and rising defense needs [1][2] - The proposed budget represents a significant increase from the previous budget cycle of €1.2 trillion (equivalent to 1% of the EU's economic output) [1] - A substantial portion of the budget, approximately €589.6 billion, is allocated to a "Competitiveness, Prosperity, and Security Fund," with €450.5 billion designated for the EU's competitiveness development fund [1][2] Group 2 - The budget proposal will initiate a lengthy fiscal process requiring consensus from the European Parliament and the European Council, with a final agreement needed by the end of 2027 [2] - The budget aims to address the repayment of debts incurred during the COVID-19 pandemic, which could reach up to €25 billion annually starting in 2028 [2] - The proposal will determine spending priorities for the EU from 2028 to 2034, focusing on enhancing defense capabilities and competitiveness in response to economic threats from the U.S. and Asia [2] Group 3 - NATO projects that military spending in Europe will increase from 2% to 5% of GDP by 2035, indicating a significant rise in defense expenditures [3] - The long-term budget currently supports around 50 EU fund projects across various sectors, primarily funded by member state contributions [3] Group 4 - The proposed budget is expected to act as a liquidity booster for European and global stock markets, with significant public investment planned [4] - Key sectors likely to benefit from this budget include defense, semiconductor equipment, digital applications, renewable energy, and agricultural inputs [4] Group 5 - The ongoing conflict between Russia and Ukraine has highlighted the need for European countries to strengthen their defense systems, particularly in drone technology and automated warfare systems [5] - European semiconductor equipment companies like ASML, ASM International, and BE Semiconductor are positioned to benefit from increased funding aimed at boosting chip manufacturing in Europe [5] Group 6 - The surge in global demand for AI chips is prompting major manufacturers like TSMC and Samsung to accelerate the construction of chip factories in Europe, leading to increased procurement of advanced semiconductor equipment [6]

特斯拉官微今晚宣布，全新车型 Model Y L 将在今年"金秋"同大家见面。 18 e MODEL YII 特斯拉财报显示， 特斯拉 2025 年第一季度生产了 36.26 万辆电动车，低于去年同期的 43.3 万辆。第 一季度共交付 33.67 万辆，低于去年同期的 38.6 万辆。 车型方面， Model 3 和 Model Y 依然是特斯拉生产和交付的主要车型。 2025 年第一季度，这两款车 的总产量为 34.54 万辆，交付量为 32.38 万辆。 对于全球销量下滑的原因，特斯拉方面表示， 2025 年第一季度，由于所有四个工厂的 Model Y 生产线 进行了转换，导致生产时间损失了几周，但新款 Model Y 的产能爬坡进展顺利。 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 天价耳环为仿品！黄杨某甜有关问题最新通报 丨 T+2变T+1？！港股，拟重大调整！ 丨 "中国供 应链是奇迹"！黄仁勋穿唐装、首次中文演讲，点赞11家中国企业！ 丨 爆了！连续6天20%涨停！ 丨 昨夜，中概股爆发！ 丨 事关降息！美联储，最新 ...