在镇江经开区的产业版图上，江苏航空职业技术学院（简称"江苏航院"）如同一架蓄势起飞的飞行 器——自2019年首届毕业生毕业以来，连续6年年终就业去向落实率超98%、专业对口率85%以上，为 国家低空经济战略和区域航空产业升级输送"即插即用"的高素质技术技能人才。 学院还专门聘请了5位中国工程院院士担任专业导师，63位省市知名企业家作为大学生创新创业导 师、产业教授，"双师型"师资队伍建设确保了教学内容始终与行业前沿保持同步。"毕业生到岗就能操 作关键工序，这是企业对我们最大的认可。"戴金跃说。 匠心育才"三链融合"： 以赛促教打造航空技能尖兵 在2025年江苏省职业院校技能大赛"机电一体化技术"赛项中，江苏航院两组师生双双斩获省一等 奖，实现"双料首金"的突破。学生杨惠缘感慨："这份荣誉不仅是对我们技术能力的肯定，更是激励我 们在机电一体化领域深耕的动力。"这种"以赛促融、以赛促教、以赛促学"的教学模式，正是学院专业 课程的建设发展的缩影。 紧扣航空产业升级需求，江苏航院每年新增1-2个低空经济领域专业，无人机应用技术、空中乘务 两个省级高水平专业群发挥示范效应，分级推进国家、省、校三级专业群建设。在"金平果 ...

金十数据7月2日讯，据统计，在国家智慧教育公共服务平台建设专区，已遴选上线33个实用紧缺专业的 138门一流课程和应用技能型"微专业"等1455门优质教学资源。各高校围绕人工智能、低空经济等12个 急需紧缺领域的60个重点方向，建设"微专业"和职业能力培训课程。目前，全国高校共设置2025届毕业 生修读的"微专业"2654个，修读毕业生7.4万人。 （央视新闻） 教育部：围绕人工智能等重点方向开设"微专业" 提升就业能力 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [1]. Core Viewpoints - The report highlights the strategic acquisition of Shandong High-Speed Group as the new controlling shareholder, which is expected to break through growth barriers and enhance the company's market position in the integrated "smart transportation-low altitude-data" sector [1][11]. - The company is positioned as a leading "AI + blockchain" technology service provider, leveraging over 30 years of industry experience to develop advanced products and solutions, particularly in smart social security, healthcare, and energy management [8][19]. - The report emphasizes the potential for growth through collaboration with Shandong High-Speed Group, which has a robust infrastructure and extensive market reach, thereby opening new business avenues in smart transportation and energy information [19][24]. Summary by Sections 1. Change of Control and Growth Potential - The change in controlling shareholder to Shandong High-Speed Group, which now holds 24.59% of shares, is expected to provide new growth opportunities and resources for the company [10][11]. - The company's revenue for 2024 is projected at 555 million yuan, with a slight increase of 3.14%, while the net profit is expected to be 64.08 million yuan [19]. - The report notes a significant increase in revenue from markets outside the province, which grew by 29.90% year-on-year [8]. 2. Shandong High-Speed Group's Business Layout - Shandong High-Speed Group operates over 9,070 kilometers of highways, managing significant traffic and leading in various sectors including smart transportation and renewable energy [24][31]. - The group has developed advanced smart traffic solutions, including over 3,200 million ETC users and a transaction volume exceeding 100 billion yuan annually [24][31]. - The report outlines the group's initiatives in low-altitude economy and green energy, including plans to deploy 22,000 aircraft for logistics and emergency services [26]. 3. Collaboration Opportunities - The report identifies potential synergies between the company and Shandong High-Speed Group in areas such as smart transportation, digital payment systems, and energy management [33]. - The collaboration could enhance the efficiency of highway management and expand the application of AI and blockchain technologies in various operational scenarios [33]. - The integration of data management capabilities from the company with the extensive data resources of Shandong High-Speed Group is expected to drive innovation and operational efficiency [33].

Core Viewpoint - Guangzhou is rapidly advancing in the low-altitude economy sector, establishing itself as a leader with a comprehensive ecosystem of over 4,000 related enterprises and a full industrial chain [1][8]. Group 1: Industry Development - The city has successfully integrated traditional automotive manufacturing into the low-altitude economy within four years, leveraging its decades-long automotive industry foundation [5]. - Guangzhou is home to 35 out of 41 industrial categories, making it the most comprehensive industrial city in South China, attracting both traditional and innovative enterprises in the low-altitude economy [8]. - The city has established a robust infrastructure for low-altitude economic development, including 10 registered general airports and 38 immediate-use takeoff and landing facilities [11]. Group 2: Technological Innovation - Guangzhou has produced the world's first aircraft to receive a type certificate, production license, and airworthiness certificate, showcasing its capabilities from research and development to mass production [9]. - The city is developing innovative products such as flying ambulances and flying backpacks, aiming to create a high-tech hub for aerospace technology [24]. - A new wind tunnel, the largest production-type in South China, has been established to enhance the aerodynamic performance verification of low-altitude flying vehicles [12]. Group 3: Talent Development - The demand for skilled professionals in the low-altitude economy is increasing, with Guangzhou implementing multi-faceted strategies to attract and cultivate talent [14]. - The Huangpu Flight School has seen a significant increase in enrollment, reflecting the growing interest in careers within the low-altitude economy [18]. - Guangzhou is building a talent cultivation system that combines government guidance with market operations to ensure a steady supply of skilled workers [23]. Group 4: Policy and Standardization - The city is taking steps to establish a standardized technical committee for the low-altitude economy, aiming to create foundational definitions and technical specifications [26]. - Guangzhou is addressing common challenges in the rapid development of the low-altitude economy, such as insufficient policy coordination and the need for a comprehensive standardization framework [27]. - The city is transitioning from rapid growth to high-quality development in the low-altitude economy, contributing a "Guangzhou solution" for the standardized and scaled development of the industry [29].

Core Insights - The "2025 Low Altitude Economy Entrepreneurship Opportunity Conference" was held in Changsha, focusing on policy opportunities, technological breakthroughs, and business cooperation in the low-altitude economy [1][3] - Hunan Province is the first in China to implement comprehensive low-altitude airspace reforms, achieving 12 national firsts in reform outcomes, with a projected total output value of over 160 billion yuan by 2025 [3] - The chairman of Hunan Zhihang Feigou Technology Co., Ltd., Dai Wang, announced the company's IPO plans for 2027, expressing strong confidence in the future of low-altitude logistics [3][5] Company Developments - Hunan Zhihang Feigou Technology has been recognized as a model enterprise in the low-altitude economy, focusing on drone logistics and low-altitude service network construction, with 12 core technology patents approved [9] - The company has pioneered a new business model combining "drones + instant retail + instant delivery," aiming to enhance quality of life through its digital operation platform for various drone models and applications [9] - The conference facilitated partnerships among over 10 companies, highlighting the potential of low-altitude economy as a significant entrepreneurial opportunity in the next decade [5][8] Industry Trends - The conference featured discussions on low-altitude economy business models, profitability mechanisms, and listing plans, providing valuable insights for attendees [8] - A live demonstration of a drone delivering food showcased the practical applications of low-altitude logistics, emphasizing the scalability of such services in daily life [8] - The establishment of the "Zhihang Feigou Business School" aims to drive global low-altitude economic development, positioning the company as a potential industry leader and standard-bearer [7][8]

Group 1 - The event in Liwan District, Guangzhou, focused on cultural heritage, economic cooperation, and community services, attracting over 200 attendees including overseas Chinese leaders and business representatives [1][2] - Liwan District serves as a historical hub for overseas Chinese, fostering connections through Cantonese cuisine, language, and opera, and has been a significant area for investment and entrepreneurship since the 1920s [2] - The event featured a cultural exhibition highlighting the contributions of overseas Chinese to national rejuvenation and included a poetry creation that intertwined historical elements related to commerce, healthcare, and cultural transmission [2] Group 2 - The investment promotion segment emphasized Liwan's strategic advantages, industrial planning, and investment opportunities, aiming to attract high-quality enterprises and talent [2] - Insights shared during the roundtable discussion highlighted Liwan's cultural richness and its potential as a platform for collaboration, particularly in low-altitude economy and high-tech sectors [5] - Several investment and strategic cooperation memorandums were signed during the event, aiming to facilitate project implementation and establish an innovation and entrepreneurship practice base for new overseas Chinese talents [5]

Group 1: AI and Technology Developments - Shanghai has announced key application scenarios for AI large models, embodied intelligence, autonomous driving, and low-altitude economy, aiming to prioritize these scenarios for key enterprises and projects [1] - IDC reports that Alibaba Cloud holds a 23% share of China's AI infrastructure market, leading the market and surpassing the combined share of the second and third players [3] - Meta's CEO Mark Zuckerberg has announced a major restructuring of the company's AI team, creating the Meta Superintelligence Lab to develop advanced AI models and assistants [7] Group 2: Corporate Initiatives and Employee Welfare - Xiaomi has launched a new employee apartment initiative in Beijing, offering 2,600 units at a monthly rent of 1,999 yuan, prioritizing recent graduates [2] - Amazon's CEO Andy Jassy stated that while AI may eliminate some jobs, it will also create new ones, and the company plans to continue hiring in AI and robotics [6] Group 3: Financial Performance and Market Trends - In the digital economy sector, 13 leading companies, including ByteDance, Tencent, and Alibaba, reported a 19.7% increase in total profits year-on-year [4]

该机构认为，政策驱动及行业技术快速迭代推动下，低空经济规模增势强劲。政策方面，可关注基础设 施建设、空域管理、城市试点等方面的专项政策，同时注意政策驱动向业绩驱动的转变。低空制造方 面，重点关注新型航空器的突破进展（如eVTOL、飞行汽车、氢能航空器等适航三证的获取、技术迭 代等），关注动力航电等关键稀缺、高价值量高利润环节；基础设施建设重点关注，（1）低空基建规 划设计/提供整体解决方案的设计院：持续深耕规划类业务，具有区位和资质优势，与多地方政府密切 合作；（2）空管平台产品及服务的提供商：空管项目落地进展快，业务毛利率高，龙头企业毛利率 30%—40%；（3）通信、导航、地图相关企业：通过融合发展5G、人工智能、大数据、天基互联网建 立"低空智联网"，有望带动云计算、通信、导航、地图相关企业发展。应用运营方面，关注各地应用场 景清单以及示范试点项目，率先关注文旅、物流两大场景的规模化，后续关注城市空中交通场景商业化 进展。 粤开证券指出，低空经济产业链涉及制造、服务、消费等多个环节，我国低空经济发展已具备较好产业 链基础。政策驱动及行业技术快速迭代推动下，2024年低空经济指数跑赢大盘，2025年上半年 ...

Core Points - The first local standard for noise control of low-altitude aircraft vertical take-off and landing points was officially implemented on June 30, 2023, proposed by the Suzhou Ecological Environment Bureau [1] - The standard aims to address noise complaints related to low-altitude aircraft in densely populated urban areas, where vertical take-off and landing points are typically located [1] - The standard includes principles for noise control, restrictions, noise identification and assessment, noise propagation control measures, and noise monitoring and management [1][2] Summary by Sections Noise Control Principles - The noise pollution management for vertical take-off and landing points must follow four principles: source reduction, control of propagation pathways, protection of receptors, and comprehensive management [2] Management Requirements - The standard specifies noise control limits, including boundary noise limits, aircraft noise limits, and restrictions on the number of take-offs and landings [2] Monitoring and Management - Operators of low-altitude aircraft must establish a noise monitoring system that includes network layout, equipment selection, data collection and analysis, emergency response, and public participation [2] - Regular assessments of noise levels at vertical take-off and landing points and surrounding environments should be conducted from planning, standards and evaluation, and exposure assessment perspectives [2] - The implementation of the standard is expected to protect residents' "right to tranquility" while promoting the low-altitude economy and the application of new noise control technologies and materials [2]

Group 1 - Xuanbu Investment recently conducted research on a listed company, Aishide, which is a retail service provider for the Honor brand and has actively participated in various fields [1] - Aishide invested 660 million yuan in a joint acquisition of Honor, and the company is preparing for the initial public offering of Honor Terminal Co., Ltd. with a counseling status of "counseling record" [1] - Aishide has established a partnership focused on smart terminals, artificial intelligence, and low-altitude economy, and has completed the registration of Shenzhen Aishide Smart City Industrial Investment Partnership [1] Group 2 - Aishide has implemented a three-year shareholder return plan (2023-2025) and has distributed over 4 billion yuan in cash dividends since its listing [1] - The National Development and Reform Commission has initiated a "two new" policy, allocating a total of 162 billion yuan in central funds for consumer goods replacement, with an additional 138 billion yuan to be distributed [1]