导 · 读 本周，江苏、上海、湖南、陕西等地母基金密集 落 地，重点布局 新能源、AI大模型、人工智能、生物 医药、集成电路 等领域。 基金设立层面，本周浙江、江苏、深圳、安徽、上海等地均有新基金设立，基金主要聚焦在人工智能 、 机器人、新材料、高端装备、低空经济等领域。 值得关注的是，天津加码创投支持政策，国资最高出资比例提升至80%，对投资本地科技企业满2年的创 投机构给予最高500万元奖励，并优化政府基金考核机制，降低短期回报要求，建立容错免责机制，目标 到2027年全市科创基金规模突破2000亿元。 500亿，上海设立产业转型升级二期基金 近日，上海市投资促进工作领导小组办公室印发《关于强服务优环境进一步打响"投资上海"品牌的 若干举措》。其中提到，加强金融资源高效供给。建立国资并购基金矩阵，设立总规模500亿元产 业转型升级二期基金，用好1000亿元三大先导产业母基金，加大对重点产业战略性项目和产业链 核心关键环节投资力度。通过"长期资本＋并购整合＋资源协同"创新机制，用好并购基金，加大对 上海战略性新兴产业的金融供给，充分运用科创债、政策性金融工具等，保障优质招商项目资金需 求。深化跨境结算、融资 ...

Core Insights - Shaoxing's Yuecheng district is leveraging low-altitude economy as a new driving force for production capacity, transitioning from traditional industries like yellow wine and textiles to advanced sectors like drone manufacturing [1][4] - The district has established itself as a pilot area for low-altitude economy in Zhejiang Province, focusing on four key areas: platform, industry, scenarios, and services [1][4] Group 1: Industry Developments - The first large-scale fixed-wing drone, "Yunlong 3," has been officially launched in Shaoxing, marking a significant advancement in domestic drone technology [1][4] - Zhongheng Co., a leading industrial drone company, has rapidly established a production base in the Yangtze River Delta, achieving project completion from negotiation to production in just three months [2][4] - DJI, a global leader in the low-altitude economy drone sector, is collaborating with Shaoxing to build a supporting industrial park, aiming to create a low-altitude economic cluster [2][3] Group 2: Economic Impact - The output value of regulated low-altitude economy enterprises in Yuecheng is projected to exceed 40 billion yuan in 2024, up from 28.5 billion yuan [4] - A total of 18 low-altitude economy projects have been introduced in the district, with a planned total investment of 26.6 billion yuan [4] - The development of low-altitude economy is seen as a critical opportunity for the future, with local officials emphasizing the need for innovative paths and models in this sector [4]

Core Viewpoint - The 31st China Lanzhou Investment and Trade Fair is being held in Lanzhou, Gansu Province, focusing on the theme of "Sharing Opportunities, Seeking Development, and Creating Prosperity" [1] Group 1: Event Overview - The fair features participation from 24 diplomatic missions and business associations, along with exhibitors from 18 provinces (regions, municipalities) and the Hong Kong Special Administrative Region [1] - Nearly 2,000 enterprises are participating, showcasing products across nearly 40 categories, including equipment manufacturing, petrochemicals, biomedicine, new materials, new energy, aerospace, modern agriculture, data information, low-altitude economy, artificial intelligence, green minerals, cultural tourism and health, specialty agricultural products, and daily consumer goods [1]

Group 1 - The testing of low-altitude flying vehicles is becoming a trend, with a recent successful test conducted in the high-temperature environment near the Flaming Mountain in Turpan, Xinjiang [1] - The newly established testing airspace is the first of its kind in China for low-altitude flying vehicles, emphasizing the importance of rigorous testing in extreme temperatures for safety performance [1] - The Flaming Mountain area has recorded extreme temperatures, with a historical high of 52.2°C, making it an ideal location for high-temperature testing [1] Group 2 - Turpan has developed a diversified industrial system leveraging its "thermal resources," with an annual output value of over 10 billion yuan from its "thermal economy," creating employment for over 30,000 people [2] - There are plans to expand into international markets and establish a globally influential "thermal economy" demonstration zone [2]

Group 1 - The core viewpoint of the article emphasizes the need for high-quality development in vocational education in Sichuan, aiming to align skill training with industry demands and enhance employment opportunities by 2029 [2][4][6] - Sichuan plans to establish 100 high-level vocational education programs that support key industries by 2029, focusing on dynamic adjustments based on the needs of 15 key industrial chains [2][5] - The implementation of a dual certification system for graduates, combining vocational diplomas with national skill qualification certificates, is a key strategy to improve service capabilities in vocational education [6] Group 2 - The article highlights the importance of developing specialized programs in emerging fields such as artificial intelligence, low-altitude economy, and green hydrogen energy, alongside traditional sectors like electronic information and equipment manufacturing [3][4][5] - There is a recognition of the structural employment mismatch, where certain jobs remain unfilled while others face high competition, necessitating a responsive approach in vocational training [3][4] - The establishment of a government-subsidized training system involving various educational institutions and private training centers aims to enhance the quality of skill training services, targeting an annual training capacity that doubles the number of enrolled students by 2029 [6]

Core Viewpoint - The low-altitude economy is gaining momentum, supported by the development of a "low-altitude smart network" that enhances drone operations and management [1][2]. Group 1: Low-altitude Smart Network - The low-altitude smart network utilizes communication, perception, and navigation technologies to create an intelligent digital network system with communication, monitoring, and service functions [2]. - The establishment of the largest 5G-A integrated network in China covers over 1,200 square kilometers of urban airspace, achieving a tenfold improvement in drone positioning accuracy compared to traditional GPS [3]. - The smart monitoring system can track up to 300 drones simultaneously, providing real-time data on location, speed, and other metrics to ensure flight safety and efficient regulation [3]. Group 2: Achievements and Future Plans - The low-altitude smart network has led to significant achievements, including winning awards at the "Bloom Cup" 5G application competition and the Mobile World Congress in Barcelona [3]. - The Blue Sky Laboratory plans to initiate 12 research projects and assemble a research team of at least 300 members to address technical challenges faced by small and medium-sized drones in various applications [4]. - The low-altitude economy in Anyang is expected to continue developing in infrastructure, application scenarios, and industry growth, driven by the capabilities of the low-altitude smart network [4].

Group 1 - The core viewpoint of the articles highlights the rapid growth of the drone industry and the increasing demand for certified drone operators in Zhengzhou, reflecting the booming low-altitude economy [2][3][4] - Zhengzhou's Xiaoshan Airport has seen a historic milestone with over 1,000 students participating in drone pilot certification exams, indicating a significant rise in talent demand within the drone sector [2][3] - The region has trained over 30,000 drone operators in the past decade, supplying skilled professionals for various applications such as agricultural protection, emergency rescue, and logistics [3] Group 2 - The training system in Zhengzhou is described as a closed-loop model, integrating flight space, ground facilities, and professional training to create a comprehensive support system for drone pilot education [4] - A tripartite collaboration model involving government guidance, enterprise participation, and academic cooperation has been established to enhance drone training and certification [4] - Zhengzhou's action plan for 2024-2026 aims to exceed 200 low-altitude economy-related enterprises and achieve an industry scale of over 20 billion yuan, providing strong policy support for talent cultivation and industry development [4] Group 3 - The establishment of the "Low Altitude Smart Network" is crucial for the low-altitude economy, utilizing communication, perception, and navigation technologies to create an intelligent digital network system [6][7] - The network enhances drone operation safety and efficiency by enabling real-time tracking of multiple drones and improving positioning accuracy by tenfold compared to traditional GPS [7] - The "Smart Network" is expected to drive innovation and application in the low-altitude economy, with plans to initiate 12 research projects and form a research team of at least 300 members to tackle technical challenges in various drone applications [8]

Core Insights - The drone training industry is experiencing rapid growth, with over 2,500 training institutions established by June 2023, and a significant increase in enrollment numbers, indicating a new industry trend [1] - The demand for drone operators is driven by a projected talent gap of 1 million positions in China, as low-altitude economy initiatives are included in government work reports for 2024 [1] - Many young individuals are attracted to the industry due to the promise of high salaries and quick certification, leading to a surge in training programs [1] Industry Challenges - Despite the growth in training institutions, many graduates face unemployment, raising questions about the actual job prospects and the quality of training provided [2] - Some training programs misrepresent their employment guarantees, with legal analyses revealing discrepancies between promises and actual job placement support [2] - The quality of training varies significantly, with some institutions prioritizing profit over comprehensive education, potentially leading to safety risks in the field [2] Market Dynamics - The increasing automation and intelligence of drone operations may outpace the current training offerings, leading to a mismatch between skills taught and market needs [3] - A singular focus on flying skills may not suffice in a competitive job market, as specialized knowledge in fields like agriculture or electrical inspections is also required [3] - The rapid growth in job postings for drone-related positions is overshadowed by an even faster increase in job seekers, suggesting a potential talent bubble in the industry [3] Recommendations for Improvement - Regulatory bodies should address misleading employment claims and establish a quality assessment system for training programs to ensure they meet industry standards [3][4] - Training programs should integrate practical applications relevant to various sectors, fostering the development of versatile professionals capable of solving complex problems [4] - Aligning vocational training with industry needs is essential for transforming the burgeoning low-altitude economy into tangible employment opportunities [4]

来源：环球网 【环球网低空经济综合报道】7月5日，2025国际无人机应用及防控大会在北京国家会议中心二期隆重召 开。大会由国际无人机从业者协会、欧洲无人机运营者协会、意大利航空航天企业协会、西班牙防务安 全与航空航天协会、法国中小企业可持续发展合作创新协会、中国光学工程学会联合主办。来自全球的 专家学者、业界精英、企业家代表云集一堂，共同擘画无人机产业的未来图景。 大会嘉宾合影 在低空经济连续两年写入政府工作报告、全球产业迎来爆发式增长的关键节点，本次大会的召开彰显了 中国在全球低空经济领域的引领地位。大会以"领航全域，展翼未来"为主题，致力于构建一个多元、开 放、创新的国际性交流平台，得到了1000多位国内外嘉宾、500多家参展商、2万余名专业观众的参与支 持。7月5日上午，大会开幕式在热烈而隆重的氛围中盛大开启，四位享誉国际的无人机领域权威专家带 来了极具前瞻性与洞察力的主题报告—— 靳兵（国家邮政局政策法规司原一级巡视员、副司长）：深度解析《低空物流的发展现状与广阔前 景》；祝小平（西北工业大学无人机所总工程师）：聚焦《无人机使用安全的现状与关键思考》；丁海 煜（中国移动研究院副院长）：阐述《打造智联新 ...

Core Viewpoint - Nanjing Shanglv (600250.SH) expects a significant decline in its net profit for the first half of 2025, with projections indicating a decrease of 67.40% to 78.27% year-on-year, despite a strong stock price performance following the announcement [2][4][6]. Financial Performance - The company anticipates a net profit attributable to shareholders of 6 million to 9 million yuan for the first half of 2025, a drop of 1,860.7 million to 2,160.7 million yuan compared to the previous year [4]. - The decline is attributed to a reduction in non-operating income and a downturn in core business segments, particularly tourism services [4][5]. - Excluding non-recurring gains, the expected net profit is 5.5 million to 8.5 million yuan, reflecting a decrease of 17.34% to 46.52% year-on-year [4]. Stock Market Reaction - Despite the profit warning, the company's stock price surged to its daily limit on the announcement day, closing at 12.85 yuan per share, with a further increase of 2.57% the following day [6][7]. - The stock has shown a trend of volatility and upward movement since June 2025, driven by market interest in the recovery of the cultural and tourism sector and the company's strategic initiatives [6][9]. Strategic Initiatives - Nanjing Shanglv is pursuing a major asset restructuring by acquiring 100% of Nanjing Huangpu Hotel Co., Ltd., which is expected to enhance its tourism and hospitality portfolio [7]. - The company is also exploring opportunities in the low-altitude economy, having established a joint venture to develop urban air traffic operations [8][9]. Market Context - The recent popularity of the "Su Super" league has positively influenced tourism consumption in Jiangsu Province, which the company believes will benefit the Nanjing tourism market [6][8]. - Analysts suggest that the company's dual business strategy of tourism and commerce could provide stability and growth potential, although challenges remain in improving operational efficiency and market demand recovery [8].