Core Insights - The 33rd Guangzhou Fair, themed "Dual Empowerment Promotes Circulation, New Quality Innovation Creates the Future," aims to cultivate and develop new quality productivity while achieving a market-oriented exhibition model with zero financial input from the municipal government [2][3] - The exhibition area has expanded to nearly 180,000 square meters, representing a year-on-year growth of over 50%, with participation from over 4,000 exhibitors and buyers [2][3] Group 1: Event Highlights - The fair features several "firsts," including a dedicated new quality productivity exhibition area, a robot performance zone, and a consumer assistance exhibition, showcasing over 2,000 inventions from more than 30 countries [3][4] - A domestic city exhibition area has been established to promote regional collaboration and consumer upgrades, providing a platform for showcasing local brand products and tourism resources [3][4] Group 2: Economic Impact - The consumer assistance exhibition has attracted over 320 enterprises from 80 cities, leveraging the unique market scale of the Guangdong-Hong Kong-Macao Greater Bay Area to support rural revitalization [4][5] - The fair has continuously supported rural revitalization efforts for five years, featuring high-quality agricultural products from over 1,000 enterprises in collaboration with poverty alleviation regions [5] Group 3: Technological Innovation - The introduction of the new quality productivity theme exhibition and the robot performance zone highlights Guangzhou's commitment to showcasing cutting-edge technologies in smart manufacturing and artificial intelligence [5] - The fair aims to create 100 demonstration application scenarios in fields such as artificial intelligence and low-altitude economy, showcasing innovative products from leading tech companies [5]

Financial Performance - Company reported total revenue of 1.707 billion yuan for the first half of 2025, a year-on-year increase of 47.36% [1] - Net profit attributable to shareholders reached 154 million yuan, up 51.56% year-on-year [1] - In Q2 2025, total revenue was 929 million yuan, reflecting a 35.78% increase compared to the same quarter last year [1] - Gross margin was 21.88%, a decrease of 2.57% year-on-year, while net margin improved to 9.03%, an increase of 2.85% [1] - The company's accounts receivable accounted for 300.56% of net profit, indicating a significant amount of receivables [1][4] Financial Metrics - Earnings per share (EPS) increased to 0.39 yuan, a rise of 50.75% year-on-year [1] - Operating cash flow per share remained stable at 0.2 yuan, with a slight increase of 2.65% [1] - Total liabilities increased, with interest-bearing debt rising to 339 million yuan, a 15.71% increase [1][3] Industry Outlook - Company operates in the new materials sector, focusing on high-end organic silicone sealants and other advanced materials [5] - The adhesive industry is experiencing rapid growth, driven by national strategic emerging industries and the demand for high-quality materials [5] - The development of new production capabilities and the digital economy is expected to provide stable market demand for the adhesive sector [5]

本报讯(陈月飞程五全)8月20日至22日，辽宁省人大常委会党组书记、副主任陈向群一行来我省就低空 经济和通航机场建设运营情况进行调研。省人大常委会常务副主任、党组副书记樊金龙陪同考察。 省人大常委会副主任、党组副书记张爱军，副主任夏心旻和南京市人大常委会党组书记吕德明分别陪 同。 在南京、无锡宜兴两地实地考察后，陈向群说，江苏拥有相对完整又特色凸显的低空经济产业链条，在 整机制造、关键零部件和载荷、低空整体解决方案、低空空管方面，拥有一批技术领先的高科技企业。 江苏通过赋能政策"组合拳"，强化合作"软服务"，完善基础保障"硬支撑"，在统筹关键节点、主要枢 纽、应用需求，积极布局低空起降场(点)的建设方面创造了很好的经验和做法，为辽宁开展好这方面的 工作提供了现实样板。 樊金龙表示，当前，江苏全省上下正在深入学习贯彻习近平总书记对江苏工作重要讲话精神，着力打造 发展新质生产力的重要阵地。江苏省人大把制定低空经济促进条例作为服务全省大局的重要抓手，将及 时总结江苏成熟做法，充分借鉴兄弟省市好经验，通过平衡"促进发展"与"安全监管"，破解"上天无 路"的核心瓶颈，建立常态化协同联动机制，为江苏低空经济生态提供"飞得 ...

在电机行业的浩瀚星空中，一颗璀璨的星辰正以其独特的光芒吸引着市场的目光。这颗星辰，便是卧龙 电驱——一个从浙江山村小厂蜕变而来的全球电机巨头。 卧龙电驱的故事，是一段关于创新、成长与传承的传奇。它的创始人陈建成，一位1959年出生于浙江上 虞的机械系毕业生，于1984年携手五位伙伴，以仅有的5万元资金，在一间破旧的厂房中开启了创业之 旅。他们创办了上虞县多速微型电机厂，这便是卧龙电驱的前身。凭借对质量的坚守和性价比的优势， 卧龙电驱迅速在家电电机领域站稳脚跟，并于2002年成功登陆上交所，成为国内首家A股上市的民营电 机企业。 如今，卧龙电驱正站在新的起点上。近日，公司向港交所主板递交了上市申请，谋求"A+H"双平台布 局。这一举措不仅将为公司提供更多的融资渠道和更广阔的发展空间，也将进一步提升公司在全球市场 上的知名度和影响力。 卧龙电驱的故事，是一段关于浙商精神的生动诠释。从白手起家到全球巨头，从山村小厂到资本棋局， 卧龙电驱的每一步都凝聚着创业者的智慧和汗水。在"浙商父女"与"学霸女婿"的黄金组合带领下，卧龙 电驱正以其独特的魅力和实力，书写着传统制造企业的华丽变身篇章。 然而，卧龙电驱的雄心远不止于此 ...

中航高科（600862.SH）2025 年半年报点评 1H25 业绩稳步增长；抢抓新质生产力发展机遇 2025 年 08 月 23 日 ➢ 事件：8 月 22 日，公司发布 2025 年半年报，1H25 实现营收 27.5 亿元， YOY +7.9%；归母净利润 6.1 亿元，YOY +0.2%；扣非净利润 6.0 亿元，YOY +1.6%。业绩表现符合市场预期。上半年，公司营收、利润总额分别完成全年经 营工作目标的 47.37%、53.27%。我们点评如下： ➢ 投资建议：公司是我国航空碳纤维复材龙头企业，处于产业链枢纽位置。先 进航空装备的复材使用比例不断提高。同时公司受益于以 C919 为代表的国产民 机商业化进程加快和"低空经济"等新质生产力发展，复合材料有了更多的市场 需求和应用前景。我们预计，公司 2025~2027 年归母净利润分别是 13.00 亿元、 15.29 亿元、17.80 亿元，当前股价对应 2025~2027 年 PE 分别是 28x/24x/20x。 我们考虑到公司航空复材的长期成长性和业务可拓展性，维持"推荐"评级。 ➢ 风险提示：下游需求不及预期、产品价格波动等。 [盈利预测 ...

Core Viewpoint - The article highlights the innovative development of a lightweight, flexible conformal antenna by a team led by Zhang Hongzhi at Hunan Automotive Engineering Vocational University, addressing key issues in drone communication such as short range and signal interference [1][6]. Group 1: Innovation and Development - The antenna weighs only 0.31 grams and has a thickness of 0.13 millimeters, making it less than 3% of the weight of traditional antennas while enabling multi-band communication [6]. - The design features a circular groove structure that enhances anti-interference performance by 2 times and extends communication range to 40 kilometers [6]. - The team faced initial challenges such as lack of funding and facilities, leading them to use personal savings and unconventional spaces for testing [3][11]. Group 2: Team and Collaboration - Zhang Hongzhi's interest in drones sparked the innovation journey, leading to the formation of a cross-disciplinary team to tackle industry pain points [2][3]. - The project has received support from local universities and has been recognized in various innovation competitions, including awards in the "Internet+" college student innovation and entrepreneurship competition [9][11]. - The company, Zhuzhou Yize Electronic Technology Co., Ltd., was officially registered in June 2025, marking a significant step from project to product with initial funding and support from the university [11]. Group 3: Market Potential and Future Plans - The team is actively engaging with drone companies and participating in industry events to promote their product, aiming to integrate technology with local advantages [11]. - The antenna's performance has been validated through practical tests, showing improvements in radiation efficiency and communication distance, which have garnered positive feedback from technical personnel [9].

在浙江杭州一处跳伞基地，伴随着引擎的轰鸣，一架小型飞机冲向蓝天。当高度升至3000米左右， 舱门打开，几秒钟后，双人伞跳伞教练王家晨带着体验者纵身跃出机舱，这一刻，自由与勇气在云端相 遇。 近年来，在低空经济开放政策与新消费需求的双重驱动下，双人伞跳伞教练这一融合极限运动专业 性与高端旅游服务的新职业，正在浙江悄然兴起，成为连接"蓝天梦想"与"安全体验"的关键纽带。坊间 流传的日入7000元"神话"，则让这份云端职业蒙上了一层神秘色彩。 图为游客体验跳伞。肖健 摄 年轻一代的"勇气消费" "我接触的大部分客户是年轻女性，她们敢想敢做，在现实压力下渴望释放和体验不一样的人 生。"王家晨说。在3000米高空体验自由落体的极致刺激，正成为越来越多年轻人解压、寻求自我突破 的新选择。 从上海专程赶来杭州跳伞的体验者陈光东说："跳伞一直是我非常想要完成的挑战。在天上飞翔的 那一刻，我感觉烦恼和压力都抛之脑后了。" 王家晨于2018年退伍入行，其个人经历也正是行业人才结构变迁的生动写照。"那时候，国内跳伞 教练几乎清一色是外籍人士，本土教练屈指可数，中国跳伞处于发展期，很需要相关人才加入。"王家 晨回忆道。 退役运动员等 ...

图片来源：美团无人机 近日，教育部发布的《2025年度普通高等学校本科专业申报材料公示》显示，120所高校拟增设低空技 术与工程专业。 随着低空经济的蓬勃发展，也催生出了许多新岗位。以无人机配送领域为例，其应用场景也在持续拓 展，无人机系统工程师、无人驾驶飞行器培训师、无人机物流调度员、森林防火无人机巡查员等就业新 方向也应运而生。 在御风未来副总裁岳婷婷看来，低空经济的发展不是一阵"风口"，而是一个长期的、系统性的产业升级 进程。从国家政策连续出台、各大城市试点推进，到企业加大投入和资本持续加码，可以看出这个赛道 的成长性和确定性非常高，低空经济相关专业会成为接下来多年的热门专业。 人才需求大 中国民航局数据显示，截至2024年底，我国无人机行业运营企业已超过2万家，全年产值约为2100亿 元，同比增长39.5%。在已经实现商业闭环的无人机领域，以无人机操控员这一岗位为例，2024年，据 有关部门测算，我国这个岗位的就业人才缺口高达100万人。 在岳婷婷看来，由于市场仍然处于成长期，无人机在多个领域的应用在不断拓展，对无人机飞手的需求 也在急剧增加。但随着技术的进步和市场的成熟，这一领域对飞手的要求也在逐渐 ...

■ 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].