Group 1 - The 2025 International Low Altitude Economy Expo will be held from July 23 to July 26 in Shanghai, covering an area of 60,000 square meters and featuring over 30 forums, with an expected attendance of more than 50,000 visitors [1] - Nearly 300 exhibitors, including well-known companies such as DJI, Puzhou, and China Post Express Logistics, will participate in the expo, showcasing advancements in low-altitude industries [1] - The Civil Aviation Administration of China (CAAC) has established a leadership group for general aviation and low-altitude economy, signaling a strong policy direction to promote the safe and orderly development of these sectors [1] Group 2 - Currently, 30 provinces and cities in China have included low-altitude economy development in their government work reports or related policies, accelerating the implementation of low-altitude economic projects [2] - Nearly 20 cities, including Beijing and Guangzhou, have established industry-specific funds to attract more social capital into the low-altitude economy sector [2] - The low-altitude economy is expected to enter its third phase by 2025, driven by a significant increase in orders, with top-level design being a crucial factor for its development [2] Group 3 - Shenzhen City Transportation Group has applied for pilot projects related to low-altitude infrastructure and RFID cross-border low-altitude logistics in Hong Kong and other regions [3] - CITIC Offshore Helicopter operates helicopters and drones, indicating active participation in the low-altitude economy [4]

● 本报记者 郑萃颖 7月8日，2025空天信息大会暨中科星图生态发展大会在合肥举办，低空经济的安全和发展成为行业专家 们讨论的焦点。完善准入机制、加快数字化管理、建立应急响应制度等，成为低空经济发展的关键。会 上，中科星图发布低空经济全域赋能平台，以数字化技术、大模型能力赋能低空经济安全健康发展。 行业专家认为，未来低空经济发展需要完善安全底座，推动基础设施建设，培养行业专业人才，拓展下 游应用场景，充分释放低空经济潜能。 技术筑牢安全根基 "低空产业是新质生产力的代表，要先解决安全问题，才能蓬勃发展。"星图低空云研究院院长孙俊在会 上说。 在会上，中科星图发布全国首个低空经济全域赋能平台，包括低空规划平台、低空智联网平台、低空飞 服平台、军地民协同平台以及一网统飞平台五个产品，提出了从低空规划、安全保障、协同监管到运行 服务、场景应用等全链条解决方案。 其中，低空规划平台包括了空域起降、运行仿真以及规划成果评估分析等功能。低空智联网络平台则结 合了低空基础设施相关数据，将低空探测数据和飞行管理服务结合，集合了低空气象服务平台、低空智 联反制系统、低空反无平台等数据，帮助管理用户飞行活动。军地民协同平台打通 ...

Core Viewpoint - The development of low-altitude economy and commercial aerospace is accelerating, with significant market potential projected for the coming years, particularly in China [1][2]. Group 1: Low-altitude Economy and Market Potential - The low-altitude economy market in China is expected to reach 1.5 trillion yuan by 2025, while the commercial aerospace market is projected to exceed 2.5 trillion yuan [1]. - The EH216-S unmanned aerial vehicle (UAV) is designed for urban short-distance transportation, featuring capabilities such as unmanned operation, intelligent navigation, and precise takeoff and landing [1][2]. Group 2: Regulatory Milestones - On March 28, 2023, Hefei Hangyi Aviation received the first operational qualification certificate for manned civil unmanned aerial vehicles from the Civil Aviation Administration of China, allowing for commercial operations in approved areas [2]. - The EH216-S is the world's first eVTOL aircraft to obtain all three necessary certifications: Type Certificate (TC), Airworthiness Certificate (AC), and Production Certificate (PC) [2]. Group 3: Future Operations and Applications - Hefei Hangyi Aviation plans to manage and operate various types of aircraft, providing services for air traffic connections, low-altitude tourism, logistics, smart city management, emergency response, and medical rescue [3]. - The implementation of national standards for civil drones has improved product reliability, with a 25% increase in mean time between failures (MTBF) and a 50% reduction in loss of control rates in complex urban environments [3]. Group 4: Local Development and Industry Growth - Hefei has established over 200 drone routes for medical supply delivery, rail inspection, and food delivery, contributing to the growth of the low-altitude economy with over 300 related enterprises [4]. - The city aims to leverage its resource advantages to explore and expand low-altitude economic applications, collaborating with various departments to enhance the benefits of low-altitude economic development [4].

Core Viewpoint - The company, Zhonggong International, is focusing on upgrading traditional industries and developing emerging strategic industries, with no current involvement in stablecoins or charging pile businesses [1]. Group 1: Company Operations - The company has a strong technical advantage in airport logistics design consulting, covering the top twenty airports in China by passenger throughput [1]. - Zhonggong International has participated in various projects in industrial engineering and transportation engineering, including shipyards and port terminals, as part of its involvement in international capacity cooperation [1]. Group 2: Market Activity - On July 8, the company's stock closed at 8.56 yuan, with a slight increase of 0.35%, a turnover rate of 1.12%, a trading volume of 138,000 shares, and a transaction amount of 118 million yuan [1]. - The net outflow of main funds on July 8 was 21.87 million yuan, while speculative funds saw a net inflow of 15.47 million yuan, and retail investors had a net inflow of 6.41 million yuan [1].

Group 1 - The 2025 International Low-Altitude Economy Expo will be held in Shanghai from July 23 to 26, featuring an exhibition area of 60,000 square meters, nearly 300 global exhibitors, and over 30 high-end events, expected to attract more than 50,000 participants [1] - Over 19 products will have their global debut and 25 products will be launched domestically during the expo, including the world's first 7-seat, 3-ton eVTOL flying car platform and various innovative products in the UAV and aviation sectors [3][4] - The expo will showcase low-altitude products and solutions across various scenarios, including public safety, emergency response, aerial photography, and agricultural protection, highlighting how low-altitude economy can drive modernization in urban and rural governance [4] Group 2 - Shanghai is actively developing its low-altitude economy, aiming to establish a complete industrial chain by 2027, with a core industry scale exceeding 50 billion yuan, positioning itself as a global leader in innovation and commercial applications [5] - The expo has received strong support from relevant local government departments, with various districts organizing local enterprises to showcase their achievements in low-altitude economy [5] - The "Low-Altitude Economy Infrastructure Development Conference" will serve as a leading platform for exchanging ideas in the low-altitude infrastructure sector, releasing research reports and inviting experts to share insights [6]

7月8日下午，2025国际低空经济博览会在上海举行展前新闻发布会， 公布了展商名单、会议赛事，展 会亮点等事项的最新筹备情况。来自低空经济相关主管部门，协会组织、重点企业和媒体代表参加了此 次发布会。 "2025国际低空经济博览会"将于7月23日-26日举办，由国家会展中心（上海）、东浩兰生集团、上海 市国际展览集团共同主办。展会面积6万平米，参展商数量近300家，30多场论坛活动，预计参观人数5 万余人次。第一财经作为首届博览会的战略合作媒体，将深入展会场景报道低空经济领域的产业发展、 生态建设和场景落地，在第一财经网端直播呈现同期的行业论坛。 国际低空展关注低空企业发展需求和应用场景落地，重点展示低空基础设施、制造与配套服务等产业 链，低空交通运输、城乡管理、商业融合应用、个人消费等应用链。为低空经济管理、研究、生产、服 务与应用等展商观众，打造展示交流平台。 国际低空展期待低空经济更好地满足人民群众对美好生活需要，展现低空领域丰富的创新创业机会，助 力各地加快落地低空经济新质生产力，扎实推进高质量发展。 主办方代表答记者问 响应国家战略 助力低空经济高质量发展 从2024年起，低空经济已连续两年被写入政 ...

PCB Industry - Global PCB market value is expected to reach $94.7 billion by 2029, with a CAGR of 5.2% from 2024 to 2029; China's PCB market value is projected to hit $49.7 billion by 2029 [1] - Major cloud companies like Microsoft and Google are expected to increase capital expenditures by over 30% in 2025, with domestic companies Alibaba and Tencent expected to spend over 120 billion and 80 billion respectively, driven by AI infrastructure demand [1] - The current recovery in downstream electronic demand, combined with the growth in innovative fields like AI and high-speed communication, supports overall PCB demand growth [1] Gaming Industry - In June 2025, 33 Chinese companies are expected to enter the global mobile game publisher revenue ranking TOP 100, collectively earning $1.76 billion, accounting for 33% of the total revenue of the global TOP 100 mobile game publishers [2] - Shanghai's government has initiated a policy trial to treat games developed by foreign companies in Shanghai as domestic games, potentially increasing the efficiency and quantity of quality games entering the Chinese market [2] - The domestic gaming industry shows solid market demand and high prosperity, with AI technology applications in gaming expected to lead to more AI-native games, driving a reevaluation of the gaming industry's value [2] Low-altitude Economy - The low-altitude economy has been included in the government work report for the first time, becoming a national strategic emerging industry, with the market expected to reach 1.5 trillion yuan by 2025 and potentially exceed 3.5 trillion yuan by 2035 [3] - A complete low-altitude new infrastructure solution was released at the 2025 Aerospace Information Conference, showcasing innovations in satellite internet, low-altitude cloud, and AI applications [3] - The low-altitude economy is expected to attract capital and achieve significant synergy across the entire industry chain, moving from pilot exploration to large-scale application [3] AI Education - The Ministry of Education has launched a digital empowerment initiative for teacher development, aiming to enhance the application of AI and big data in education and improve teaching quality [4] - By 2025, it is expected that AI technology will cover over 50% of middle and primary school classrooms, with the smart education market projected to reach 180 billion yuan by 2025, growing at a CAGR of 34.5% from 2023 to 2030 [4] - The integration of AI in education is anticipated to transform from an "auxiliary tool" to a "main educational entity," reshaping human learning paradigms [4] AI in Government Services - The State Council has proposed exploring the application of "AI + government services," focusing on enhancing efficiency in administrative processes through AI technologies [5] - The initiative aims to provide intelligent services such as smart Q&A and intelligent assistance for approval processes, ensuring the safety and reliability of AI applications in government [5] Childcare Services - The National Development and Reform Commission has outlined a "1+N" childcare service system to enhance the development of inclusive childcare services [6] - The Chinese infant childcare market is projected to reach 151.81 billion yuan in 2024, with expectations to grow to 232.31 billion yuan by 2030, driven by supportive government policies [6] Cement Industry - Several cement companies are expected to report positive half-year earnings due to industry consolidation and declining costs, with Fujian Cement projecting a net profit of approximately 20.67 million yuan for the first half of 2025 [7] - The cement industry is seeing a push for "anti-involution" and "stable growth," with potential improvements in actual capacity utilization rates if certain production lines are phased out [7]

7月8日消息，一份声明显示，塔塔汽车集团第一季度全球批发销量为299664辆，较去年同期下降9%。 其中，捷豹路虎全球批发销量同比下降11%至87286辆。（界面） 渝开发：不存在未披露重大事项 36氪获悉，渝开发发布公告，近期公司经营情况及内外部经营环境未发生重大变化；公司、控股股东重 庆市城市建设投资（集团）有限公司不存在关于公司的应披露而未披露的重大事项，或处于筹划阶段的 重大事项。 因存在电源问题，索尼宣布暂停出售Xperia智能手机 大公司： 圣农发展：2025年上半年净利同比预增732.89%—830.88% 36氪获悉，圣农发展发布业绩预告，预计2025年半年度归母净利8.5亿元—9.5亿元，同比增长732.89% —830.88%。 塔塔汽车集团第一季度全球批发销量同比下降9% 投融资： "它石智航"完成1.22亿美元天使+轮融资 36氪获悉，7月8日，"它石智航"宣布完成1.22亿美元天使+轮融资。本轮融资由美团战投领投，钧山投 资、碧鸿投资、国汽投资、临港科创投、赛富投资基金、建发新兴投资共同跟投。老股东线性资本、襄 禾资本等持续加码。此轮融资后，它石智航还将进一步拓展生态与场景资源，并启 ...

Group 1 - The 2025 International Low Altitude Economy Expo will be held from July 23 to July 26 in Shanghai, covering an area of 60,000 square meters, with over 30 forums and an expected attendance of more than 50,000 visitors [1][3] - The expo will feature nearly 300 exhibitors, showcasing 19 global debut products and 25 national debut products, focusing on the development needs of low-altitude enterprises and application scenarios [1][4] Group 2 - The government work report has included low-altitude economy for two consecutive years, emphasizing the large-scale application of new technologies, products, and scenarios to promote the safe and healthy development of emerging industries [3] - The expo will highlight low-altitude infrastructure, manufacturing, and supporting services, as well as applications in low-altitude transportation, urban management, commercial integration, and personal consumption [3][4] Group 3 - Key products include the Vector5 eVTOL designed for medical rescue and search operations, which is the world's first 7-seat, 3-ton eVTOL, emphasizing low noise and environmental friendliness [4] - The expo will also feature the domestic debut of the RC-3 Seabee amphibious aircraft, showcasing its advantages in regional aviation, emergency rescue, and tourism [4] Group 4 - The expo will present low-altitude products and solutions for various scenarios, including public safety, emergency response, aerial surveying, and agricultural protection, demonstrating how low-altitude economy can enhance urban governance and innovation across industries [5] - Notable exhibitors include DJI, Puzhou, and the Weaponry Group, along with traditional general aviation companies and new technology firms focusing on materials, financial innovation, and satellite internet [6]

2025国际低空经济博览会展前新闻发布会7月8日在上海举行。 低空经济作为战略性新兴产业之一，其当前发展的核心需求为"产业、生态、场景"，其中低空经济产业是根基，生态支撑起环境，场景拉动需求。 在场景落地上，本届博览会将展出涵盖公共安全、消防应急、航拍测绘、农林植保、集群表演等众多场景的低空产品和解决方案，集中展现低空经济这一新 质生产力如何推动城乡治理现代化，赋能千行百业提质创新。 记者从发布会上获悉，由国家会展中心（上海）、东浩兰生集团、上海市国际展览集团共同主办的2025国际低空经济博览会将于7月23日至7月26日举办，展 会面积6万平米，30多场论坛活动，预计吸引参观人数超5万人次；参展商数量近300家，19件全球首发产品和25件全国首发产品将集中亮相。 从2024年起，低空经济已连续两年被写入政府工作报告。今年的政府工作报告明确，开展新技术新产品新场景大规模应用示范行动，推动商业航天、低空经 济、深海科技等新兴产业安全健康发展。 在此背景下，2025国际低空经济博览会将重点关注低空企业发展需求和应用场景落地，展示低空基础设施、制造与配套服务等产业链，以及低空交通运输、 城乡管理、商业融合应用、个人消 ...