Group 1 - The company Suzhou Planning announced plans for a significant asset restructuring, intending to acquire a controlling stake in Beijing Dongjin Aviation Technology Co., Ltd. through a combination of share issuance and cash payment, while also raising matching funds [1][3] - The transaction is still in the planning stage, with a preliminary agreement signed with shareholders including Zhang Ning, but the final scope of the transaction is yet to be determined [3] - The final transaction price for Dongjin Aviation will be based on the results of an evaluation report, and the specific price and acquisition plan have not been finalized [3] Group 2 - Dongjin Aviation, established in 2001 with a registered capital of 47.1 million yuan, focuses on the research, production, and sales of military and civilian aviation control electronic equipment, as well as low-altitude flight service support systems and drone regulatory service platforms [3][4] - The company was previously listed on the New Third Board but officially delisted in August 2024, having reported six consecutive years of net losses from 2018 to 2023 [4] - In 2023, Dongjin Aviation achieved a revenue of 55.6288 million yuan, a year-on-year increase of 9.21%, but reported a net loss of 7.4306 million yuan, indicating an increase in the loss compared to previous periods [4]

Group 1 - The new investment opportunities are opening up globally, with the launch of the 2025 Zhongshan Investment Promotion Conference and the Guangdong International Overseas Chinese Innovation and Entrepreneurship Competition [1][2] - The completion of the Shenzhen-Zhongshan Link has significantly improved connectivity, facilitating nearly 30 million vehicle trips and enhancing economic integration between the two cities [2][4] - Zhongshan is actively inviting global talents and innovative forces to collaborate in creating a prosperous future [3][6] Group 2 - The "six integrations" framework of Shenzhen-Zhongshan is fostering a "soft connection" network, enhancing urban planning, administrative services, and industrial collaboration [4][5] - Zhongshan boasts a robust manufacturing base with 38 national industrial bases and multiple billion-dollar industrial clusters, supported by a growing service sector [5][6] - The city has introduced a "2+8" industrial blueprint, focusing on key economic zones and development areas to accelerate the establishment of a modern industrial system [6]

点击按钮▲立即报名 三部门发布外资税收优惠政策 6月30日，财政部、国家税务总局、商务部等三部门发布《关于境外投资者以分配利润直接投资税收抵免政策的公告》。公告提到，境外投资者 以中国境内居民企业分配的利润，在2025年1月1日至2028年12月31日期间用于境内直接投资符合条件的，可按照投资额的10%抵免境外投资者 当年的应纳税额，当年不足抵免的准予向以后结转。中华人民共和国政府同外国政府订立的税收协定中关于股息、红利等权益性投资收益适用税 率低于10%的，按照协定税率执行。 《公告》明确要求，境外投资者境内再投资需连续持有至少 5年（60个月）以上。商务部最新发布发布数据显示，2025年1—5月份，全国新设 立外商投资企业24018家，同比增长10.4%；实际使用外资金额3581.9亿元人民币，同比下降13.2%。（界面新闻） ｜点评｜ 这次税收抵免政策，既鼓励外资加大对华投资，又给予长期资本更多回馈。 2017年国内也出台过类似的政策，当时规定利润再投资可 享受"暂不征收预提所得税"，将所得税延后征收。这次的政策明确可以进行税收抵免，永久性地减免了部分应缴纳税款，对外资的吸引力更 大。 对于外资在 A股 ...

Core Viewpoint - The event "'90s Overseas Youth · Four Seasons in Shanghai" organized by the Shanghai Overseas Youth Association aims to engage young overseas Chinese in understanding and participating in the development of Jinshan District, showcasing its historical and cultural richness [1][3]. Group 1: Event Overview - The event involved over 30 young overseas Chinese exploring Jinshan's innovative development plans and its historical and cultural heritage [1]. - The Shanghai Overseas Youth Association emphasizes nurturing new overseas talent and contributing to high-level openness through tailored activities for the '90s generation [1]. Group 2: Jinshan District Highlights - Jinshan is positioned as a key node in the integration of the Yangtze River Delta, featuring a 7.2 km coastal line and the East China Drone Base, indicating significant potential in cultural tourism and low-altitude economy [3]. - The district's cultural tourism resources and industrial potential provide a broad development platform for overseas youth [7]. Group 3: Activities and Discussions - Participants visited Shanghai Lego Resort and Fengjing Ancient Town, experiencing Jinshan's innovative practices in cultural tourism and historical preservation [4]. - During discussions, overseas youth engaged in topics such as finance, technology, and cultural creativity, offering international perspectives on Jinshan's development [4]. Group 4: Future Initiatives - The Shanghai Overseas Youth Association plans to continue developing the "Four Seasons in Shanghai" brand, encouraging more young overseas Chinese to focus on regional development and achieve mutual empowerment with the city [7].

Group 1 - Suzhou Planning intends to acquire a controlling stake in Beijing Dongjin Aviation Technology Co., Ltd. through a combination of share issuance and cash payment, with the specific transaction price and acquisition plan yet to be determined [2][4] - Dongjin Aviation Technology specializes in the research, production, and sales of air traffic management electronic equipment, low-altitude flight service guarantee system construction and operation, and drone comprehensive supervision service platform construction and operation [2][4] - Dongjin Aviation Technology was previously listed on the New Third Board but voluntarily delisted in August 2024 after six consecutive years of net losses [2][5] Group 2 - Suzhou Planning, listed in 2023, primarily engages in planning and engineering design services, categorized as an "intellectual service industry" [4] - The transaction is currently in the planning stage, with significant uncertainties regarding the specific transaction scheme [5] - The final transaction price for Dongjin Aviation Technology's equity will be determined based on an assessment report and negotiated among the parties involved [4][5] Group 3 - Dongjin Aviation Technology's last financial report indicated a continuous decline in performance, with a net profit attributable to shareholders of -7.43 million yuan in 2023, representing a 214.20% increase in losses compared to the previous year [6] - The company's main clients include major airports, civil aviation authorities, airlines, military, and large enterprises related to the aviation industry [8] - The decline in operating profit for 2023 was attributed to increased research and development expenses related to general aviation and drone management systems [8]

一、智库中国 2.鼓励低空经济"起飞" 作为战略性新兴产业和未来产业新赛道，低空经济正在逐渐成为推动经济增长的新引擎。近日，《民用航空法（修订草案）》二审稿（以下简称"草案"）新 增多项促进低空经济发展的规定，彰显国家对低空经济产业发展的高度重视。从国家战略层面来看，低空经济的重要性已被提升到前所未有的高度。其涵盖 无人机制造与应用、飞行汽车研发、低空旅游服务等多元领域，产业辐射范围广泛，带动效应显著。不仅能够创造大量就业岗位，缓解就业压力，还能催生 出新的消费增长点，促进内需，有力推动经济结构优化升级。此次草案从空域管理、适航审定、飞行服务监管等关键环节入手，构建全方位的制度保障体 系，旨在为低空经济发展提供坚实的政策支撑，营造稳定发展环境。明确的法规政策有助于界定各方权责，降低企业运营风险，吸引更多社会资本投入，激 发市场主体创新活力，加速低空经济发展进程，使其更好发挥对经济高质量发展的推动作用。（21世纪经济报道） 2025楼市半年考：地方数百条政策"稳市" 核心城市出现企稳迹象 从"持续推动"到"更大力度推动"止跌企稳，2025上半年，房地产"稳市"力度不减。据中指研究院监测数据，2025年上半年，全 ...

东进航科曾挂牌新三板，2024年8月召开股东大会投票决定终止挂牌。 苏州规划（301505）7月1日晚间公告称，公司拟以发行股份及支付现金的方式，购买北京东进航空科技 股份有限公司(下称"东进航科")控股权，并募集配套资金。因有关事项尚存不确定性，公司股票自2025 年7月2日起停牌。 东进航科成立于2001年，注册资本为4710万元，大股东为张宁，该公司是军航、民航及通用航空空中交 通管理领域通信、导航、监视系统(设备)的专业制造商。其最近中标项目多和低空经济相关。 张宁为中国通用航空领域资深从业者，清华大学无线电系半导体器件与物理专业1987届毕业生。2001年 参与创立东进航科并长期担任董事长，带领企业开发民航通信导航设备，打破国外技术垄断。2022年1 月卸任董事长职务后仍担任公司董事及高管。 东进航科2021年实现营收5484.31万元，亏损309.62万元。2023年东进航科实现营业收入5562.88万元， 同比增长9.21%，亏损743.06万元，亏损同比扩大214.2%，基本每股收益为-0.18元。 东进航科官网显示，公司是一家专业从事军民航空管电子设备研发、生产、销售以及低空飞行服务保障 系 ...

广州市召开低空经济高质量发展工作推进会 金十数据7月1日讯，7月1日，广州市召开低空经济高质量发展工作推进会，深入学习贯彻习近平总书记 关于发展低空经济的重要论述，落实省委、省政府工作要求，听取我市低空经济发展情况汇报，研究部 署下一步工作。市委书记郭永航强调，要抓紧应用示范，广泛拓展"低空+"文体、物流、商务、医疗、 应急等应用场景，打造一批可商业化的示范项目，推动低空经济加快走进千行百业。要抓好基础支撑， 加快完善通用机场、低空起降枢纽和起降点、综合保障基地相结合的基础设施网络体系，搭建集通信、 导航、监视、气象、算力、反制等为一体的低空智联网系统，建设特色低空产业园区。 （广州日报） ...

Core Viewpoint - The Chinese low-altitude economy is demonstrating strong potential and unique advantages, supported by an improving drone industry chain, accumulated technological experience, and a continuous supply of skilled pilots [1] Group 1: Opportunities in Hong Kong - The local application of low-altitude economy in Hong Kong presents significant opportunities, especially with the introduction of "sandbox testing" for related technologies [2] - Hong Kong's unique international position and resource advantages can help establish local and global benchmarks in the low-altitude economy [2][5] Group 2: Collaboration and Market Expansion - The company is considering participation in Hong Kong's "sandbox testing" scenarios to explore specific application opportunities and potential partnerships [3] - The company aims to leverage Hong Kong as a window for optimizing export paths and reducing costs while expanding its market reach to regions like the Middle East, Asia, and Africa [4] Group 3: Standardization and Regulatory Challenges - The company emphasizes the importance of establishing industry standards and addressing regulatory discrepancies between regions, particularly in the low-altitude sector [5][7] - The lack of unified global standards and regulatory frameworks poses challenges for cross-border operations, especially in terms of communication network requirements for drone flights [7] Group 4: Technological Applications and Collaborations - The application of drones extends beyond cargo transport, with potential uses in maritime inspections and real estate assessments in Hong Kong [8] - Collaborations with logistics companies, such as those specializing in drone operations, can enhance operational capabilities and market reach [9] Group 5: Industry Development and Efficiency - The drone industry's development can follow a similar trajectory to the electric vehicle sector, where initial challenges are overcome through scale, leading to cost reductions and efficiency improvements [10]

Investment Rating - The industry investment rating is "Outperform the Market" and is maintained [2] Core Viewpoints - A military parade will be held on September 3, showcasing both traditional main battle forces and new domain capabilities, reflecting the modernization of the military [12][13] - The military industry is expected to see a turning point in orders in 2025, driven by new technologies and products aimed at enhancing equipment performance and reducing costs [20] - Investment recommendations focus on two main lines: aerospace and "gap-filling" new focuses, and new technologies, products, and markets with greater elasticity [20] Summary by Sections Industry Overview - The closing index for the military industry is 1596.82, with a 52-week high of 1712.48 and a low of 1113.62 [2] Market Performance - The military sector index increased by 6.23%, outperforming the Shanghai Composite Index, which rose by 1.91% [22] - The top ten performing stocks in the military sector this week include Changcheng Military Industry (+43.85%) and Zhongke Haixun (+34.89%) [24] Valuation Levels - As of June 27, 2025, the military sector's PE-TTM valuation is 110.98, with 81.19% of the time since January 1, 2014, the PE-TTM valuation has been lower than the current level [26][29] Investment Suggestions - Suggested stocks for the aerospace main line include Feilihua, Fenghuo Electronics, and AVIC Shenyang Aircraft [20] - New technology and market opportunities include companies like Aerospace Zhizao and Guangdong Hongda [20]