Core Viewpoint - The general aviation sector is experiencing positive momentum, driven by supportive policies and increasing investments, particularly in low-altitude economy applications [1][2]. Group 1: Market Performance - As of February 24, 2026, the China General Aviation Theme Index (931855) rose by 0.48%, with notable increases in component stocks such as Leike Defense (+4.79%) and Sichuan Jiuzhou (+2.70%) [1]. - The General Aviation ETF (561660) saw a slight increase of 0.08%, with the latest price at 1.3 yuan [1]. - Over the past three days, the General Aviation ETF has experienced continuous net inflows, totaling 6.5746 million yuan, with a peak single-day inflow of 2.6504 million yuan [1]. Group 2: Policy Support - Liaoning Province has introduced policies to promote the low-altitude economy, offering interest subsidies for projects related to low-altitude aircraft and key components, with a maximum annual subsidy of 1 million yuan per project and 5 million yuan per enterprise [1]. - The initiative aims to expand low-altitude economic applications and enhance industry quality and efficiency through financial support for recognized projects [1]. Group 3: Industry Trends - Recent advancements in AI models, such as Zhiyuan GLM-5 and Alibaba Qwen3.5, are focusing on "execution intelligence" rather than mere parameter comparisons, enhancing capabilities in complex system engineering and long-range agent tasks [2]. - According to Guosheng Securities, AI is evolving from a dialogue tool to an operational engine for the physical world, particularly in scenarios like drone swarm scheduling and autonomous takeoff and landing of general aviation aircraft [2]. - The China General Aviation Theme Index tracks 50 listed companies involved in aviation materials, aircraft manufacturing, infrastructure, and operations, reflecting the overall performance of the general aviation sector [2].

国信证券近日发布锂电产业链双周报（2026年2月第2期）：政策端，车用固态电池首部国标或于4月审 查报批、7月正式发布。设备端，灵鸽科技中标百吨级硫化物固态电解质产线。电池端，当升科技 （300073）与辉能科技就固态电池与新能源产业达成合作，国轩高科（002074）携手巴斯夫共同开发固 态电池技术。 以下为研究报告摘要： 【行业动态】 固态电池产业化加速推进：政策端，车用固态电池首部国标或于4月审查报批、7月正式发布。设备端， 灵鸽科技中标百吨级硫化物固态电解质产线。电池端，当升科技与辉能科技就固态电池与新能源产业达 成合作，国轩高科携手巴斯夫共同开发固态电池技术。 国内新能源车：2026年1月新能源车销量94.5万辆，同比微增、环比-45%；国内新能源车渗透率40.3%， 同比+1.3pct，环比-12.0pct。 欧洲&美国新能源车：2026年1月欧洲九国新能源车销量20.52万辆，同比+20%、环比-37%；新能源车 渗透率为30.6%，同比+7.1pct、环比-5.9pct。2026年1月，美国新能源车销量为7.76万辆，同比-31%、环 比-30%；新能源车渗透率为7.0%，同比-3.0pct、环 ...

Core Viewpoint - The Liaoning Provincial Government has issued a series of policy measures aimed at promoting economic growth and transformation, focusing on key industries, technological innovation, and financial support for various sectors [4]. Group 1: Financial Support for Key Industries - Annual funding support of up to 2 million yuan is available for enterprises, universities, and research institutions in key industries for purchasing computing power services [5][6]. - Interest subsidies for loans at an annual rate of 1.5% are provided for projects related to low-altitude aircraft and key components, with a maximum annual subsidy of 1 million yuan per project and 5 million yuan per enterprise [6]. - Financial support of up to 200,000 yuan is available for projects that integrate modern services with advanced manufacturing [6]. Group 2: Technological Innovation and Development - Special funds are allocated to support the digital transformation of enterprises, including free diagnostic services and tailored transformation plans [5]. - Funding support is provided for artificial intelligence development, including computing power usage and application scenarios, with a maximum of 2 million yuan for eligible projects [5][6]. - Support for the establishment of technology innovation platforms and specialized verification platforms is available, with funding up to 300,000 yuan for cutting-edge technology research projects [8]. Group 3: Support for Emerging Industries - The government encourages the establishment of national and provincial quality inspection centers, with funding support of up to 100,000 yuan for expanding industrial scale and service capabilities [2]. - Financial support is available for new agricultural business entities, with interest subsidies for loans related to grain and oil planting, modern facility agriculture, and marine fishing vessel upgrades [7]. - Support for cross-border e-commerce development includes funding for platform entry, marketing, and independent site construction, with a maximum of 300,000 yuan per enterprise [10]. Group 4: Infrastructure and Logistics - The government is implementing differentiated toll policies for transportation vehicles, offering discounts for those using ETC systems [7]. - Efforts to reduce port fees and streamline transportation permit processes are underway to enhance logistics efficiency [7]. - Support for the mining industry includes facilitating exploration and development of mineral resources, with a focus on green approval processes [8]. Group 5: Policy Implementation and Evaluation - The policies are effective from the date of issuance, with a general execution period of one year, and specific implementation details will be clarified by the provincial development and reform commission [13]. - Continuous evaluation of policy effectiveness will be conducted, with adjustments made to policies that do not yield significant results [13].

Group 1 - The spring market trend after the holiday is expected to continue, with price increases being a core focus for the first quarter [12] - The Ministry of Commerce emphasizes the importance of restoring global semiconductor supply chains and urges cooperation between China and the Netherlands [1] - The National Energy Administration plans to implement a new energy system and various energy planning initiatives by 2026, focusing on strategic projects and small-scale projects [2] Group 2 - The China Securities Regulatory Commission (CSRC) has taken action against Tianfeng Securities for illegal financing and information disclosure violations related to Wuhan Contemporary Technology Group [6] - The CSRC has also initiated an investigation into Qunke Technology for misleading statements during its overseas IPO process [7] - The market experienced significant declines, with major U.S. indices dropping, and notable movements in technology stocks, including Nvidia and Apple showing slight gains while others fell [9][11]

过去一年，羊毅先后围绕AI与低空装备产业深度融合等课题深入一线调研，将委员履职与本职工作紧 密结合，向下扎根、向上生长。这一年，她所在的龙门实验室不仅入选国家重点研发计划高新技术成果 产业化试点单位，成功通过CNAS认可，更在2025年我省重大产业关键技术攻关"揭榜挂帅"中一举拿下 两个项目，实现了省实验室牵头参与此类项目"零的突破"。 "科研让我保持技术敏感，调研则让我的目光始终精准聚焦专业领域最迫切需要解决的技术瓶颈。新的 一年，我将在委员履职和本职工作中双向发力，为建立具有核心竞争力的低空经济产业链供应链建言献 策。"这位始终以科研人严谨细致为底色的全国政协委员，结合自身成长经历和工作实际，连年围绕航 空工业发展、航空科技创新、体制机制改革等方面提出务实建议。 在科研与履职的双重轨道上，羊毅始终以双重视角洞察前沿、以双重身份推动实践。她的脚步踏实而坚 定，正与无数同行者一起助力低空经济突破关隘，向着绿色可持续的未来翱翔。 □本报全媒体记者 田凯中 本报通讯员 刘远 "我国已经迎来了低空经济发展的黄金机遇期，低空经济将成为经济增长的新引擎、激活消费的新业 态，'空中之城'不再是梦想。"2月14日，春风悄然 ...

本报讯（西海新闻记者 徐变银）近日，记者从青海省交通控股集团有限公司获悉，今年，青海省将深 化数智发展，深度融合智慧公路建设与低空经济布局，地上打造高效智能路网，空中开辟交通发展新赛 道，全面构建"数智赋能、低空拓展、创新引领"的现代化交通发展体系，打造现代化交通发展新范式。 青海交控集团将建立科技成果转化评价体系，大力推进新技术、新设备、新材料、新工艺融合应用，依 托智能建造、智能检测、智慧运营，全面提升工作效能。深化产学研合作，推行"企业出题+高校解 题"模式，聚焦高原公路施工养护、废旧材料循环利用等关键技术难题攻坚，全力完成国家重点研发项 目年度攻关任务，计划培育1至2家"专精特新"企业，保持研发强度在合理区间。 加快公路收费系统转型升级，扩大智慧养护智能监测应用范围，持续提升路网"一张网运行、一体化服 务"水平。积极申报交通基础设施数字化转型项目，构建全域智慧公路网络，推动高速路网实现"智慧扩 容、安全增效"。全面推广高速公路"手机+"无卡便捷通行，扩大无人值守收费模式覆盖范围，力争新增 ETC用户9万个以上，实现多元化收费模式协同发展，全年数字经济板块营收目标3.69亿元。 加快推进城南地块低空经济 ...

2月24日，丙午马年A股将迎来首个交易日。春节假期期间，全球市场平稳运行，国内消费、文旅、出 行数据持续回暖，叠加政策暖风与资金共振，多家头部券商密集发布研报，一致对马年A股持乐观审 慎、结构性慢牛判断，认为市场将从估值驱动转向盈利驱动，科技成长与内需复苏双轮驱动，春季躁动 行情值得期待。 马年"慢牛"行情有望延续 据Wind数据，近十年春节假期后A股首个交易日，上证指数、创业板指上涨概率均达六成，节后"日历 效应"显著。主流券商对马年A股大势判断高度统一，"长牛""慢牛"成共识，整体走势或呈现平稳开局、 震荡上行、前稳后高的趋势。 东吴证券表示，历史上A股"春节效应"特征显著，节后资金有望"重振旗鼓"带动量价共振修复，A股有 望迎来积极开局。产业趋势层面，机器人、国产大模型在内的科技主线在假期期间持续发酵。后续来 看，两会临近将进一步强化市场维稳预期，白宫官员确认特朗普拟于3月底访华，有助于稳定市场对外 部环境预期。对于节后A股市场表现持乐观判断。 中信证券判断，A股盈利增速将呈现前低后高走势，上半年以估值修复为主，下半年随经济回暖与政策 落地进入业绩兑现阶段。外部环境趋于稳定，内部政策持续发力，市场风险偏 ...

我国首个系统性部署低空保险发展的政策文件出台。 2月12日，国家发展改革委、金融监管总局、中国民航局印发《关于推动低空保险高质量发展的实施意 见》（以下简称《实施意见》）。 近年来，我国以无人驾驶航空器为代表的新型低空航空器技术创新和产业升级深入推进，低空飞行活动 日益增多，亟需建立完善低空保险政策制度、产品服务和监督管理体系，保障人民群众生命财产安全。 在此背景下，《实施意见》出台，并明确阶段发展目标。 工信部信息通信经济专家委员会委员盘和林在接受每经记者微信采访时表示，《实施意见》作为低空经 济发展的重要保障配套文件，主要聚焦当前低空经济领域飞行风险保障不足这一行业痛点难点。 "通过明确低空保险相关规则、完善保障体系，未来无论是无人机还是低空载人飞行器，都可通过购买 商业保险的方式规避各类不可预知风险，从而进一步提升低空飞行风险的可控性。"盘和林说。 分阶段明确发展目标 《实施意见》从政策体系、制度建设、产品服务、基础能力等四个方面，提出九条具体举措。 根据《实施意见》要求，到2027年，无人驾驶航空器责任保险强制投保制度初步建立，低空保险产品不 断丰富，更好满足各类应用场景保障需求；到2030年，低空保 ...

Group 1 - The core viewpoint of the article emphasizes the unique development and economic transformation of Shihezi, a city in Xinjiang, known for its military reclamation history and emerging industries [1][3][27] - Shihezi has established a high mechanization level in its agricultural and pastoral industry clusters, along with notable achievements in photovoltaic, silicon-based, aluminum-based, cotton textile, and coal chemical circular economy industries [3][25] Group 2 - The consumption level in Shihezi is rising, with a significant increase in the number of private vehicles, which grew by 48.7% from 2017 to 2022, indicating a shift in population from rural areas to urban centers [6][28] - The city has seen an expansion in its commercial areas, with the establishment of new residential complexes and shopping centers, such as the first Wanda Plaza, enhancing urbanization [6][28] Group 3 - There is a growing demand for higher-quality entertainment and cultural consumption, with new venues like a folk barbecue bar attracting significant crowds, reflecting a shift towards more diverse leisure activities [8][30] - Events at Wanda Plaza during the Spring Festival, including traditional performances, have successfully drawn large audiences, further stimulating local consumer engagement [12][34] Group 4 - Shihezi is witnessing the rapid formation of a drone manufacturing and low-altitude economy cluster, which complements its traditional industries and positions the city as a leader in this emerging sector [17][39] - The successful hosting of the Low Altitude Industry Innovation Development Conference in 2024 and 2025 has facilitated policy implementation and industry aggregation, establishing Shihezi as a hub for low-altitude economic development [18][40] - The domestic first large civil drone, Hongyan (HY100), has achieved mass production in Shihezi, marking a significant milestone in the country's drone manufacturing capabilities [22][44]

当马年春晚的聚光灯照亮夜空，22580架无人机在合肥同时升空，勾勒出徽派建筑的灵动轮廓；16架无 人驾驶"空中的士"集群点亮舞台，宣告载人级eVTOL的规模化时代正在走来。千里之外的宜宾，工业级 无人机低空通场，eVTOL水上机场亮相。 更值得关注的不是这场视觉盛宴本身，而是它背后透露的产业信号：低空经济，正在完成从"飞起 来"到"用起来"的关键一跃。 春节前夕，深圳赤湾无人机跨城起降场内，一架丰翼无人机腾空而起，跨越零丁洋，将一份特殊的新春 礼物送往珠海。 "从确认订单到送达只用了4个小时。"在深圳高科技企业工作的黄有鑫，将公司年会抽中的新手机寄给 母亲。视频那头，妈妈的清晰笑颜，跨越山海映入眼帘。 春晚的"炫技"与春节的"配送"，构成了低空经济的一体两面——前者是技术成熟度的集中检阅，后者是 应用场景化的真实落地。 交通拥堵城区运输时效不稳，山区、海岛等偏远区域物流成本高等是传统物流的痛点。近年来，无人机 等新型飞行器凭借快速、灵活等优势，正被快速纳入物流网络，从城市上空的"分钟级配送"，到山区乡 村的"最后一公里"，改变着传统物流格局。 在四川成都，一条"低空生命线"穿越城市车流。美团无人机在四川大学华 ...