■ 中国工业报 闻育旻 王棕宝 前不久，首届国际低空经济博览会在上海举行，吸引了全球行业上下游近300家头部企业参展，超19件全球首发产品、25件全国首发产品亮相，多 项低空经济研发成果与数万参观者面对面。博览会参展观展热，是低空经济蓬勃发展的一个缩影。 中网信低空经济研究院院长王一鸣近日在接受中国工业报采访时表示，低空经济作为战略性新兴产业，与传统制造业的协同发展将形成"新技术赋 能老产业、老基础支撑新业态"的良性循环，并通过产业链重构催生新的经济增长点。 来源：摄图网 王一鸣认为，低空经济硬件制造正从"玩具级"向"工具级"再到"交通级"进化，其核心逻辑是：场景定义产品→产品重构供应链→供应链催生新业 态。他指出，中国企业凭借消费电子制造积累和场景创新优势，已在该领域形成"微笑曲线"两端（即研发和市场）的掌控力。下一步突破适航认 证、能源动力等"卡脖子"环节，可以实现从"无人机大国"到"低空经济强国"的跨越。 1 李亦工指出，当前eVTOL的动力技术市场选择与早期的新能源汽车具有一定的相似性，混动技术路线带有明显的过渡性质，若低空飞行在空域改 革、基础设施建设、法律法规等进展超预期的情况下，混动技术路线或有 ...

Core Viewpoint - The financial report for the first half of 2025 from EVE Energy shows strong performance in both shipment volume and profitability, driven by the core businesses of power batteries and energy storage batteries [3][4]. Group 1: Financial Performance - EVE Energy achieved revenue of approximately 28.17 billion RMB in the first half of 2025, representing a year-on-year growth of 30.06% [3]. - In Q2 2025, revenue reached 15.35 billion RMB, marking a record high for a single quarter [3]. - Power battery shipments totaled 21.48 GWh, up 58.58% year-on-year, while energy storage battery shipments reached 28.71 GWh, increasing by 37.02% [3]. - Revenue from the power battery segment was 12.75 billion RMB, a year-on-year increase of 41.75%, and revenue from the energy storage battery segment was 10.30 billion RMB, up 32.47% [3]. Group 2: Business Growth Factors - The growth in business is attributed to two main factors: increased delivery volumes from international automakers and the completion of production line upgrades that enhanced efficiency and profitability [4]. - EVE Energy ranked fifth in domestic power battery installation volume and achieved a 13.59% market share in the new energy commercial vehicle sector, positioning it as the second in the market [4]. Group 3: International Expansion and Revenue Sources - Overseas revenue amounted to 6.97 billion RMB, reflecting a year-on-year growth of 28.05%, accounting for 24.74% of total revenue [5]. - The newly established cylindrical battery factory in Malaysia significantly boosts EVE Energy's delivery capabilities in Southeast Asia, Europe, and North America [5]. - EVE Energy plans to conduct an IPO in Hong Kong to raise funds for its 30 GWh power battery factory in Hungary and a 38 GWh energy storage battery project in Malaysia [5]. Group 4: CLS Business Model - EVE Energy is promoting its CLS business model, which focuses on cooperation, licensing, and service to enhance industry efficiency rather than merely increasing production capacity [5]. - The CLS model has already been implemented in a joint energy storage cell factory with Jinko Energy, which began mass production in June 2025 [6]. - EVE Energy has also partnered with Weita Power to advance battery production for humanoid robots, showcasing the model's adaptability to emerging market needs [6]. Group 5: Future Outlook - The company expressed confidence in meeting its annual targets, with stable delivery expected in the second half of the year [7]. - Several external factories have commenced production under the CLS model, contributing to stable delivery capabilities [8]. - EVE Energy has developed a prototype of an Ah-level sulfide-based solid-state battery, with plans for a pilot line to be operational by 2025 [8].

Core Viewpoint - The rapid expansion of China's low-altitude economy market has triggered a competition for "high-end" talent, with educational institutions responding by adding relevant programs to meet industry demands [6][8]. Summary by Sections Talent Competition - The Ministry of Education announced the addition of 239 undergraduate programs for 2025, with 120 focused on "Low Altitude Technology and Engineering," indicating a strong emphasis on low-altitude economy-related fields [6][7]. - Six universities, including Beijing University of Aeronautics and Astronautics, have been designated to lead the development of low-altitude economy disciplines, reflecting their existing strengths in aerospace and communication technologies [7][8]. Market and Policy Drivers - The low-altitude economy is becoming a favored area for academic program adjustments, driven by national policies and market demand, particularly in logistics, tourism, and emergency rescue sectors [8][9]. - By the end of 2024, the number of low-altitude economy enterprises in China is projected to reach 14,707, a year-on-year increase of 19.8%, significantly higher than the previous three-year average growth rate of 9.1% [8][9]. Regional Landscape - The competition in the low-altitude economy is not only about industry chains but also about talent, with various provinces actively establishing related programs [11][16]. - Sichuan leads with 14 low-altitude economy-related programs, followed by Jiangsu (11), Beijing (10), and Guangdong (10) [11][17]. - Major cities like Beijing and Chengdu are at the forefront, each with 10 programs, while cities like Nanjing and Guangzhou are also expanding their offerings [13][17]. Industry-Academia Collaboration - Despite a foundational talent pool, there is a significant talent shortage in the low-altitude economy, necessitating a shift towards more specialized and interdisciplinary training [19][20]. - Leading companies in the low-altitude economy are increasingly partnering with universities to enhance talent development through collaborative programs [19][20]. - The collaboration aims to align academic training with market needs, ensuring that educational institutions remain relevant and effective in producing qualified professionals [20].

Core Viewpoint - 中航高科's 2025 half-year report shows steady growth in revenue and profit, aligning with market expectations, and the company is positioned to capitalize on new opportunities in the aerospace materials sector [2][3]. Financial Performance - In 1H25, 中航高科 achieved revenue of 2.75 billion yuan, a year-over-year increase of 7.9%, and a net profit attributable to shareholders of 610 million yuan, up 0.2% year-over-year [2]. - The company completed 47.37% of its annual revenue target and 53.27% of its profit target in the first half of the year [2]. - In Q2 2025, revenue reached 1.35 billion yuan, reflecting a 9.5% year-over-year growth, while net profit was 250 million yuan, down 2.1% year-over-year [2]. Business Segments - The aerospace new materials segment generated revenue of 2.72 billion yuan, up 7.89% year-over-year, primarily due to increased deliveries of prepreg products [3]. - The advanced manufacturing technology segment reported revenue of 28.85 million yuan, significantly up from 15.73 million yuan in the previous year, driven by growth in aerospace components and specialized equipment [3]. Strategic Initiatives - 中航高科 is accelerating its layout in the civil aviation industry and seizing opportunities in the low-altitude economy, focusing on projects that enhance capabilities in aviation composite materials and advanced resin production [3][4]. - The company is implementing an innovation-driven development strategy, with R&D expenses increasing to 100 million yuan, representing 3.5% of revenue [4]. Cash Flow and Financial Health - Operating cash flow improved significantly, reaching 890 million yuan in 1H25, a year-over-year increase of 160.9%, mainly due to the collection of receivables from major clients [4]. - As of the end of Q2 2025, accounts receivable and inventory increased to 4.24 billion yuan and 1.28 billion yuan, respectively, compared to the beginning of the year [4]. Investment Outlook - 中航高科 is recognized as a leading player in China's aerospace carbon fiber composite materials sector, benefiting from the accelerated commercialization of domestic aircraft like the C919 and the growing demand for composite materials in new applications [4]. - Profit forecasts for 2025, 2026, and 2027 are 1.3 billion yuan, 1.529 billion yuan, and 1.78 billion yuan, respectively, with corresponding price-to-earnings ratios of 28x, 24x, and 20x [4].

（原标题：低空观光游爆发，低空经济研学游井喷式增长） 经济观察网 据人民财讯，今年暑期，深圳很多航空公司推出新的低空游览观光航线，让市民和游客尽 享"空中看深圳、云端览湾区"的独特体验。广东深圳某航空公司相关负责人表示，飞行量订单同比去年 增长30%左右，其中亲子订单占了60%左右。除了体验低空观光游，在广东深圳，面向学生团体的低空 经济研学游活动也呈现井喷式增长。学生们通过研学游活动走进驾驶舱、探索低空经济的无限可能。 ...

来源：环球网 【环球网科技报道 记者 李文瑶】随着低空经济浪潮席卷全球，eVTOL（电动垂直起降飞行器）作为城 市空中交通系统的核心载体，正迎来关键技术路线的激烈竞逐。在多种构型中，复合翼与倾转旋翼已成 为最具代表性的两大技术方向，不仅同时亮相于多数主流厂商的产品线，也代表着当前eVTOL领域最 主要的设计与发展路径。 图：御风未来M1于上海成功首飞官方资料图 根据SMG Consulting发布的《全球eVTOL厂商先进空中交通现实指数》，截至2025年6月，在全球31家 重点整机企业中，复合翼构型占比约42%，倾转旋翼则以35%的份额紧随其后。尽管多旋翼等其他类型 同样存在，但由于复合翼与倾转旋翼在技术成熟度与应用潜力上的显著优势，它们已成为产业与资本关 注的焦点。 从国内制造商来看，复合翼背后是峰飞航空、沃兰特、御风未来、览翌航空、亿维特等多家企业；倾转 旋翼背后则是沃飞长空、时的科技、零重力、倍飞智航、华羽先翔等一众主机厂。 复合翼eVTOL采用"垂直起降与水平巡航两套系统独立工作"的设计理念。其最大优势在于系统分离所带 来的高可靠性与良好的气动效率。 在安全性方面，复合翼通过独立的升力系统与推进系统 ...

1.成都：1-7月新能源汽车产量增长326.2% 据成都发布官微8月22日消息，今年1—7月，全市规模以上工业增加值同比增长8.0%，全市固定资产投资 （不含农户）同比增长4.5%，其中民间投资增长5.6%。分行业看，37个大类行业中有24个行业增加值实现 增长，汽车制造业增长22.9%，计算机、通信和其他电子设备制造业增长17.2%。从主要工业产品产量看， 新能源汽车增长326.2%，智能手表增长135.2%，锂离子电池增长41.4%。 2.马斯克曾试图邀请扎克伯格参与收购OpenAI 据OpenAI提交的法庭文件显示，马斯克今年曾试图说服扎克伯格参与其对OpenAI的非正式收购要约。 OpenAI称，马斯克将扎克伯格列为与他讨论过可能为收购OpenAI提供资金的人员之一。但扎克伯格和Meta 均未签署意向书，也未参与收购要约；OpenAI董事会于2月正式拒绝了马斯克的收购要约。 点评：商业野心遇挫，诉讼攻防暴露战略矛盾。 3."十四五"期间全国市场监管部门为消费者挽回经济损失217.1亿元 8.机构：第二季度非洲智能手机市场增长7% 市场监管总局副局长柳军8月22日在国新办举行的"高质量完成'十四五'规划 ...

中国工程院院士何友，CCF会士、中国工程院院士赵春江，中国科学院外籍院士、新加坡科学院院士黄铭钧，美国医学与生物工程院院 士潘毅，俄罗斯科学院院士、CCF会士、哈尔滨工业大学首席教授Igor Sheremet，墨尔本大学杰出教授Rajkumar Buyya，山东大学学术委 员会副主任、讲席教授、国家级人才教学名师、控制科学与工程学院院长张承慧，浙江大学求是特聘教授、软件学院院长尹建伟，武汉 大学学术委员会信息学部委员会副主任李兵，吉利汽车研究院人工智能中心主任陈勇，字节跳动Code AI高级技术专家刘杰等国内外顶尖 专家以及来自全国高校、科研院所、知名企业的1000余名行业代表齐聚一堂，围绕"数智服务：重塑产业体系，赋能社会治理"主题进行 深入探讨。 齐鲁晚报.齐鲁壹点李楠楠通讯员周媛媛 8月19日至21日，由中国计算机学会(CCF)主办，CCF服务计算专业委员会、烟台大学、哈尔滨工业大学(威海)联合承办的CCF2025中国 数字服务大会在烟台大学举行。 烟台大学校长郝曙光在致辞中对各位嘉宾表示热烈欢迎，并介绍了烟台大学在服务计算、人工智能等领域学科建设与人才培养成果，表 示期待与会专家为烟台大学高水平大学建 ...

本报讯(记者殷高峰)8月22日晚间，陕西天润科技股份有限公司(以下简称"天润科技")披露2025年半年度 报告。今年上半年，公司实现营收7037万元，同比增长50.66%；实现归属于上市公司股东的净利 润-714.67万元，去年同期为亏损934.41万元，同比减亏23.52%。 天润科技专业从事时空信息技术服务。2025年，时空信息产业的市场需求呈现"双轮驱动"特征：一方 面，传统领域的智能化升级持续释放新动能；另一方面，以低空经济、卫星互联网、数字孪生为代表的 新兴应用场景快速崛起。这种传统与新兴需求的叠加效应，不仅扩大了产业规模边界，更推动时空信息 服务从静态导航向动态感知、智能决策的更高维度演进。 半年报显示，天润科技围绕发展战略，稳扎稳打，多方面协同，积极落实年度经营计划；相关研发成 果、项目分别荣获全国2025年优秀测绘工程金奖、全国智慧城市先锋榜优秀案例、全国智慧城市先锋榜 优秀软件、陕西省测绘科技进步奖、陕西省优秀测绘工程奖等奖项；公司获得2025地理信息产业百强企 业、陕西省大数据企业20强、陕西省地理信息产业协会先进集体等荣誉称号。 近年来，公司在遥感应用、人工智能、数字孪生、时空大数据等方 ...

Group 1 - Shenzhen Metro Group reported a fixed asset investment of 44.282 billion yuan in the first half of 2025, representing a year-on-year increase of 34% [1] - The total assets of the group reached 793.2 billion yuan, an increase of 6.29% compared to the beginning of the year [1] - Operating revenue was 7.284 billion yuan, indicating a positive growth in its core business and overall stable operational performance [1] Group 2 - The construction of rail transit is accelerating, with 598.7 kilometers of "three railways" under construction as of June 30, 2025 [1] - The group has initiated construction on 208 sites for two national railways, four intercity lines, and is advancing 17 subway lines in phases four and five [1] - Daily passenger flow has exceeded 10 million on 38 occasions this year, with an average daily ridership of 8.8092 million, maintaining the highest passenger flow intensity among major cities in China for 19 consecutive months [1] Group 3 - The core business shows resilience, with operating cash flow netting 7.964 billion yuan and further enhancing self-sustaining capabilities [2] - Shenzhen Metro Real Estate achieved sales of 5.526 billion yuan, delivering 1,121 housing units and approximately 188,500 square meters of space [2] - The group is actively expanding into new business models such as "rail + logistics" and "rail + warehousing," establishing the China Qianhai Times Industry Alliance [2] Group 4 - The company has made progress in international projects, signing contracts for the Hanoi Line 5 feasibility study and winning a bid for the Algiers Metro system integration design and consulting project [2] - The overseas project service mileage has increased to 208.4 kilometers, with the Egyptian railway project recognized as a "global best practice case for sustainable transportation" [2]