近日，经北京市东城区人力资源和社会保障局认定，杨龙无人机装调检修技能大师工作室成为区级技能 大师工作室。杨龙目前正带领工作室4名年轻的无人机装调检修工一起破解无人机教育行业痛点："市面 上很多无人机检修实训设备只能模拟简单故障、适配机型单一，我们想打造一款'零基础也能快速上 手'的智能平台。" 杨龙无人机装调检修技能大师工作室由北京康鹤科技有限责任公司设立，位于王府井大街的安静一隅。 工作中的杨龙戴着防静电手环，指尖在无人机电路板上精准游走，屏幕上数字孪生技术构建的设备模型 同步显示着各项参数。从事无人机调试检修工作近7年，杨龙从不觉得这份工作枯燥无聊，在他眼中， 每一台无人机都有自己的使命，他要做的，就是为这些无人机的起飞"护航"，让它们在蓝天飞得更安全 更平稳。 "十五五"规划建议提出，加快低空经济等战略性新兴产业集群发展；加强低空等新兴领域国家安全能力 建设。近日举行的全国民航工作会议公布了一组数据：2025年，全国实名登记无人机总数突破328万 架，累计飞行4530万小时，同比增长近70%。 2020年，无人机装调检修工被人力资源社会保障部纳入国家职业分类大典。北京市人力资源和社会保障 局将"无人机装 ...

Group 1 - The core viewpoint is that foreign public funds have significantly increased their investments in China's technology sector, with many products achieving over 50% net value growth in 2025, driven by a focus on leading tech companies like Zhongji Xuchuang, Hanwha, and Xinyisheng [1][2] - In 2025, several foreign public fund products, such as BlackRock Advanced Manufacturing One-Year Holding Mixed A and Allianz China Select Mixed A, reported net value growth rates exceeding 50%, despite a fourth-quarter pullback in A-share tech growth stocks [2][3] - Foreign public funds maintained a "neutral to high" position in the fourth quarter of 2025, focusing on technology sectors including AI, high-end manufacturing, and low-carbon growth [3] Group 2 - Foreign public funds are optimistic about the A-share market for 2026, believing that high-quality tech assets will continue to lead, with a preference for "overweight equities" in their portfolio strategies [4] - Fund managers from Allianz and BlackRock expressed that A-shares are more attractive compared to RMB bonds, indicating a sustained focus on equities while dynamically adjusting their overweight positions based on market conditions [4] - The emphasis on technology assets as a core investment theme is expected to yield significant excess returns in 2026, as foreign public funds increase their allocation to Chinese tech assets [4]

转自：扬子晚报 2025年，壹城·数创未来中心的核心命题是"建成什么"；而到了2026年，随着项目11.8万平方米产业办公 空间实现整体交付，项目正式开启"运营元年"。这意味着园区的核心逻辑从"建设思维"全面切换至"服 务思维"，从"项目交付"转向"长期运营"，以更务实、更深度的方式，与深耕产业的园区企业携手，开 启协同发展新篇章。 目前，园区已累计招引企业40余家，其中约70%深耕数字经济与人工智能领域，产业方向与技术结构逐 渐清晰。作为园区业主方和运营方，壹城集团深知，硬件设施的交付仅仅是起点，真正决定园区核心价 值的，在于园区能否具备长期稳定发展的能力。为此，壹城集团以"运营元年"为起点，努力实现从"空 间交付"向"价值兑现"的跨越，从"项目建设者"向"长期运营者"的转型。 平权"双管家"：构建稳定可持续的服务底座 在数创未来中心，"服务"并非零散的单点承诺，而是由两大专业体系共同支撑的"双管家"模式。园区明 确将酒店式物业服务与首席运营官（COO）运营服务置于同等高度，形成相互支撑、协同联动的服务 架构，为企业提供全方位保障。 智慧园区系统：以系统化管理提升运行确定性 数创未来中心的智慧化建设，并非围 ...

FINETalks 2026 第1期 聚醚醚酮及其复合材料性能 暨在低空经济的应用前景 王贵宾 吉林大学教授 中国塑协专家委员会副主任 讨论话题 直播时间 2026.1.27 > 14:00-15:00 转发朋友圈 免费看直播 添加微信时,请备注"姓名+单位"邀请入群 · PEEK树脂国内外差距在哪里 · 国内企业纷纷布局PEEK的"热"与"忧" · PEEK/CF复材的机遇与挑战 · PEEK应用探索,及其在人形机器人低空经济等 领域发展前景 · 内卷之下, PEEK和PEEK复合材料的降本之路 【DT新材料】 获悉，1月22日讯企查查显示，低空经济企业 御风未来 发生工商变更，新增 山高（烟台）基华投资基金管理中心（有限合伙） 为股 东，注册资本由约938.9万人民币增至约967.1万人民币。 山高（烟台）基华投资基金管理中心（有限合伙）的执行事务合伙人为山高望岳（烟台）私募基金有限公司，曾用名山东高速投资基金管理有限公司， 成立于2015年，为山东高速集团成员。 据披露，自成立以来，御风未来已累计完成6轮融资，吸引了 容亿投资、云晖资本、天善资本、中山创投、彬复资本、航发基金、沂景资本、宝顶创投 等众多 ...

Core Viewpoint - The article discusses the performance of polyether ether ketone (PEEK) and its composite materials, highlighting their potential applications in the low-altitude economy, particularly in sectors like aerospace and advanced manufacturing [5][6]. Group 1: Low-altitude Economy - The low-altitude economy is gaining traction due to national policies and capital investments, with the market expected to reach 1.5 trillion yuan by 2025, including a projected 300 billion yuan in eVTOL orders [5]. - The civil drone market in China is anticipated to grow to 127.786 billion yuan by 2025, reflecting a 15% year-on-year increase [5]. Group 2: PEEK and Its Applications - PEEK is recognized for its high performance in lightweight, high strength, fatigue resistance, and high-temperature reliability, making it suitable for low-altitude vehicles [5]. - The article emphasizes the significant application potential of PEEK and its composites in structural, transmission, and functional components of low-altitude flying vehicles [5]. Group 3: Upcoming Events - An online course titled "Performance of Polyether Ether Ketone and Its Composite Materials in the Low-altitude Economy" will be hosted by Professor Wang Guibin from Jilin University [6]. - The 2026 Future Industries New Materials Expo will take place from June 10-12, 2026, in Shanghai, focusing on lightweight, functional, and sustainable materials [11][19].

Group 1 - The article highlights significant announcements in the stock market, including "suspensions and resumption of trading, shareholding changes, investment wins, acquisitions, performance reports, unlocks, and high transfers" to help investors identify investment hotspots and mitigate risks [1] - A company involved in commercial aerospace, photovoltaic technology, satellite internet, domestic chips, optical modules, and third-generation semiconductors has successfully applied gallium arsenide solar cell products in domestic large-scale commercial aerospace satellite constellations [1] - Another company is deeply engaged in the "Spark One" project, with total orders related to magnets and other components amounting to approximately 5 billion yuan [1] - A company has achieved a comprehensive layout of semiconductor storage device testing equipment, focusing on robotics, storage chips, computing power, and semiconductor equipment [1]

Investment Rating - The report maintains an "Outperform" rating for the commercial aerospace and construction sectors, indicating a positive outlook for these industries [3]. Core Insights - The report highlights that fixed asset investment (FAI) in 2025 is under pressure, with a total of 485,186 billion yuan, representing a year-on-year decline of 3.8%, which is a worsening of 1.2 percentage points compared to the previous 11 months [15]. - Infrastructure investment, excluding power and water supply sectors, decreased by 2.2% year-on-year, also reflecting a larger decline than earlier in the year [15]. - Real estate development investment reached 82,788 billion yuan in 2025, down 17.2% year-on-year, with new construction area dropping by 20.4% [15]. - The report emphasizes the potential for a rebound in the construction and real estate markets driven by supportive macro policies, particularly in urban renewal initiatives [16]. Summary by Sections 1. Industry Outlook and Investment Recommendations - The report suggests focusing on high-quality cyclical stocks in the construction sector, particularly those benefiting from urban renewal policies and major infrastructure projects [16][19]. - Key companies such as China State Construction and China Energy Engineering reported year-on-year increases in new contracts, indicating a positive trend in capital expenditure among leading firms [16]. 2. Market Performance Review - The construction decoration index rose by 1.88%, outperforming the overall A-share index, which increased by 0.83% [14]. - Notable performers in the sector included chemical engineering (+10.70%) and steel structure (+7.71%) [14]. 3. Key Company Dynamics - Roman Holdings is projected to achieve a profit of 1.8-2 billion yuan in 2025, marking a turnaround from previous losses, driven by strong demand for computing power in major cities [19]. - The report also notes the increasing importance of satellite remote sensing applications in the commercial aerospace sector, with new policies aimed at developing a comprehensive resource utilization system [19]. 4. Financing and Debt Issuance - As of January 23, 2026, special bond net financing reached 1,704.9 billion yuan, with new issuances totaling 1,746 billion yuan, indicating a stable financing environment compared to previous years [20][21]. - The report highlights that city investment bonds have seen a net financing contraction of 219 billion yuan, with no special government bonds issued so far in 2026 [21].

近日，《深圳市关于保险业助力科技创新和产业发展的行动方案（2026—2028年）（征求意见稿）》 （以下简称《行动方案》）正式向社会公开征求意见，系统勾勒出未来三年保险业赋能科技创新、服 务"20+8"产业集群的路线图。 值得关注的是，《行动方案》专门将"加强人工智能风险保障"和"加快推动低空保险发展"列为重点任 务，推动保险从传统的风险承担者，转向产业创新的"稳定器"与"助推器"。深圳，这座以科技创新立身 的城市，正通过构建与新兴产业相匹配的现代金融保险服务体系，为新质生产力的发展筑牢风险防线。 【导读】《深圳市关于保险业助力科技创新和产业发展的行动方案（2026—2028年）（征求意见稿）》 发布，力促保险创新护航新质生产力高质量发展 设立人工智能保险创新中心 为AI筑牢"防火墙" 人工智能是深圳发展新质生产力的核心引擎。2024年，深圳人工智能产业规模已突破3600亿元，占全国 比重超过12.7%。然而，技术迭代快、风险不确定性强等特性，也让许多企业在创新路上"走得战战兢 兢"。 为此，《行动方案》明确提出，鼓励保险机构加快设立人工智能保险创新中心，聚焦人工智能全产业链 风险，开发覆盖"基础层－技术层－ ...

Core Viewpoint - The article discusses the "Action Plan for the Insurance Industry to Support Technological Innovation and Industrial Development in Shenzhen (2026-2028)" which aims to enhance the role of insurance in fostering high-quality development of new productivity through innovation and risk management [1]. Group 1: Focus on Artificial Intelligence - The plan emphasizes the establishment of an Artificial Intelligence Insurance Innovation Center to address risks across the entire AI industry chain, developing comprehensive insurance products that cover foundational, technical, and application layers [3][4]. - The center aims to create a matrix of insurance products by 2026, integrate resources for collaborative risk governance, and promote AI applications in international markets, establishing a replicable "Shenzhen model" [4]. Group 2: Low-altitude Economy Integration - Shenzhen's low-altitude economy is rapidly developing, supported by advanced infrastructure and the introduction of the low-altitude intelligent integration system (SILAS), which enables digital management of low-altitude airspace [6][7]. - The insurance sector is addressing new risks associated with urban air mobility (UAM) and low-altitude logistics by providing tailored insurance solutions, enhancing market confidence and facilitating the commercialization of new technologies [7]. Group 3: Data Ecosystem Development - The action plan calls for exploring data interaction paths for insurance institutions to enrich data supply in the low-altitude industry, which is crucial for product innovation and risk management [9]. - The SILAS system's open platform will allow for compliant sharing of flight data, aiding in precise pricing and intelligent claims processing, thus addressing the challenge of insufficient risk data in the insurance industry [9]. Group 4: Future Outlook - With the implementation of the action plan, Shenzhen aims to create a financial support system that comprehensively covers emerging industries like AI and low-altitude economy, ultimately contributing to a replicable risk governance model for the nation [10].

Group 1 - The third National Artificial Intelligence Application Scenario Innovation Challenge (CICAS) concluded in Suzhou, with 93 teams winning awards, including 12 special prizes, 36 first prizes, and 45 second prizes [1] - Notable projects awarded in the special prize categories include an intelligent amphibious transport system and a multi-source panoramic visual perception system [1] - The event recognized 20 typical cases of national AI application scenarios, 10 excellent organizational awards, and 14 outstanding instructor awards [1] Group 2 - Three authoritative reports were released, including the "2025 National AI Application Scenario Innovation TOP10 Best Practice Cities Report," which highlights differentiated development paths of leading cities like Beijing, Shenzhen, and Shanghai [2] - The "National AI Application Scenario Innovation 100 Directory List" systematically outlines 100 high-value scenarios across five major fields, including smart manufacturing and healthcare [2] - The "National AI High-Value Application Scenario Demonstration Enterprises TOP50 List" identifies 50 benchmark enterprises through a multi-dimensional evaluation system [2] Group 3 - CICAS serves as a benchmark event for AI application scenario innovation and technology commercialization, focusing on key areas such as large models, generative AI, and embodied intelligence [2] - The competition aims to explore a development path driven by demand for research and development, application driven by scenarios, and ecosystem empowerment for industries [2] - The event facilitates deep integration of AI enterprises with the real economy across innovation, funding, talent, and industry chains, contributing to the development of the digital economy and new productive forces [2]