深圳：到2026年底，建成低空起降点1200个以上，开通载人、载货飞行等各类低空商业航线1000条以上 金十数据7月31日讯，深圳市发改委制定深圳市低空基础设施高质量建设方案（2024—2026年），其中 提到，到2026年底，建成低空起降点1200个以上，开通载人、载货飞行等各类低空商业航线1000条以 上，直升机、eVTOL起降设施1公里半径覆盖建成区面积比例突破50%，"2小时同城、4小时跨城"低空 快送服务覆盖人口占全市人口比例超过70%，三甲医院、血液中心（血站）覆盖率超过50%，城市治理 起降场3公里半径范围内实现全市公园、河道、水库、岸线等巡检全覆盖，载人飞行、物流运输、低空 观光、航空运动、飞行培训、电力巡线、港口巡检、航拍测绘、农林植保等领域实现商业化应用。 ...

深圳：到2026年底，建成10个低空经济产业园区和2个特色产业园区，覆盖技术研发、生产制造、营销 展示等业态 金十数据7月31日讯，深圳市发改委制定深圳市低空基础设施高质量建设方案（2024—2026年），其中 提到，到2026年底，建成10个低空经济产业园区和2个特色产业园区，覆盖技术研发、生产制造、营销 展示等业态。低空经济链上企业相互合作与跨行业协同规模显著提升，飞控算法、高能量密度电池、低 功耗主控芯片、高性能轻量化材料、复杂环境感知等关键核心技术取得重大突破，实现低空飞行器产业 链核心技术与关键零部件供应的自主可控。 ...

龙岗区作为深圳发展低空经济的核心承载区，已具备坚实基础。据统计，全区已建成125个低空飞行器 起降平台，开通航线217条，累计飞行超30万架次，并聚集了150余家相关产业链企业。此次与高德的合 作，将进一步加速其低空产业高地的崛起，形成从政策、基建到场景、技术的完整创新生态。 据悉，双方的合作是全方位的，除了低空经济，还将深入智能驾驶、智慧交通、机器人及即时配送等多 个前沿领域，共同助力深圳打造全球创新标杆城市。 凤凰网科技讯 7月31日，高德地图将其业务版图从地面正式拓展至天空。昨日，高德与深圳市龙岗区联 合宣布"空中高德"项目正式启航，双方将共建一个覆盖全业务场景的低空经济示范区。此举标志着高德 地图全面进军万亿级的低空经济新赛道，致力于将地面交通的导航与管理经验复制到空中。 "空中高德"的核心是为城市低空领域构建一个数字化的时空基础设施。它不仅仅是一个简单的三维地 图，而是一个集成了海量实时数据的"活地图"。基于AI深度学习和三维重建技术，该系统能够低成本、 高效率地生成并每日更新城市（300778）三维模型，为无人机等飞行器提供孪生地图管理、空中路径智 能规划和实时的空间碰撞预警等关键功能。其目标是实 ...

投资界7月31日消息，近日，湖南湘江通用航空产业投资基金合伙企业（有限合伙）（简称"湘江通航产 业基金"）顺利通过中国证券投资基金业协会备案，总规模2亿元。该基金由湘江集团湘江通航公司和中 盈投资公司中盈基金共同发起设立，标志着湘江集团首支聚焦低空经济领域的产业投资基金正式进入投 资运作阶段。 据悉，湘江通航产业基金将充分发挥湘江新区的科技创新优势和产业基础，聚焦投资低空经济产业、航 空航天北斗产业等领域具备成长潜力的企业，积极践行"以投带引"战略部署，吸引低空经济产业链上下 游优质企业落地湖南湘江新区湘江智航新城低空经济产业园，通过投资与产业赋能，系统推进产业链生 态圈的构建与升级，助力湖南湘江新区湘江智航新城低空经济产业园成为"全国低空经济产业示范园 区"。 湘江集团相关负责人表示，湘江通航产业基金将为湖南乃至全国的航空航天产业发展提供有力的金融支 持。通过聚焦硬科技领域的投资，该基金有望推动一批具有核心竞争力的科技企业快速成长，进一步促 进本土产业链的完善和升级。 来源：长沙高新区 值得一提的是，湘江智航新城低空经济产业园（一期）开发项目整体规划面积约8平方公里，预计整体 投资157亿元。园区以"一心五 ...

Core Viewpoint - In the first half of 2025, Huijia Times (603101.SH) reported impressive mid-term performance, achieving a revenue of 1.271 billion yuan, a year-on-year increase of 2.29%, and a significant rise in net profit and net profit after deducting non-recurring gains and losses, with increases of 62.64% and 75.98% respectively, showcasing the company's resilience amid regional consumption recovery [1] Group 1: Business Strategy and Performance - The company leveraged a combination of strategies including the introduction of new brands, supply chain digitalization, and low-altitude economy layout to strengthen its market position in Xinjiang [1] - In the first half of the year, the company introduced 224 new brands in its department store segment, filling gaps in the local market with high-end beauty and specialty dining brands [2] - The supermarket segment focused on "product strength," introducing over 10,000 popular and seasonal items, enhancing customer experience and sales performance [2][3] Group 2: Supply Chain and Digital Transformation - Supply chain optimization has been a key driver for growth in the supermarket segment, with the integration of shared warehouses leading to increased gross profit and gross margin [3] - The company has established a comprehensive online and offline marketing system, with over 300,000 visits to its mini-program and nearly 800 million exposures from live broadcasts, indicating a growing online sales contribution [3] - Membership rights have been enhanced, with increased frequency of point redemption activities, leading to improved member repurchase rates [3] Group 3: Low-altitude Economy and Future Outlook - The company has formed a joint venture with Xinjiang General Aviation to develop the low-altitude economy in the region, focusing on low-altitude tourism and smart logistics [4] - Future plans include accelerating digital transformation and exploring the integration of low-altitude economy with consumer scenarios, supported by favorable policies from the Xinjiang Free Trade Zone [4]

特种工艺处理公司分别建有2米和8米特种工艺生产线，除保障公司自身承接的机加产品特种工艺和主机 厂及其协作单位提供机加产品特种工艺处理外，随着康强厂区8米产线陆续投入使用，公司着重加强航 空制造领域其他客户特种工艺处理业务拓展，尤其着重于C919、无人机等特种工艺配套服务。 证券之星消息，2025年7月31日爱乐达（300696）发布公告称公司于2025年7月29日接受机构调研，工银 瑞信刘展硕、宏利基金孙硕、国寿资产章翔、中信证券赵征、文博启胜程严、中睿合银叶笑坤、中金公 司（601995）刘婧刘中玉参与。 具体内容如下： 问：公司主营业务变化情况？ 答：公司主营业务分为四个板块数控精密加工、特种工艺处理、部组件装配、成品研发设计。公司主营 业务围绕航空零部件全流程开展，逐步由产品工序业务向成品研发项目延展布局，公司定位做精机加、 做强特种工艺、做优装配、做好成品设计"四位一体"综合发展。数控精密加工作为公司基本核心业务， 聚焦航空关键承力、复杂曲面、异型深腔等结构件以及多品种小批量件的柔性智造。该板块业务随着主 机厂主力型号业务订单下发，生产任务较2024年明显增长。同时，基于公司康强新厂区数控柔性化产 线 ...

（原标题：政策东风激活万亿蓝海赛道，场外投资工具来了！） 近期首届国际低空经济博览会重磅开幕。全球近300家行业头部企业齐聚上海，19件全球首发产品、25 件全国首发产品集中亮相。开展首日，来自上海的沃兰特航空与泰国泛太平洋公司签署了500架eVTOL 采购协议，这笔高达17.5亿美元的订单创下了迄今为止中国高等级客运eVTOL获得的最大单笔国际订单 记录。 在政策、技术与市场的三重共振下，通用航空作为低空经济的核心主体，有望加速从概念走向现实，而 光大保德信基金将于8月4日——8月15日发行的光大国证通用航空指数基金（A类：024788 C类： 024789），有望成为投资者场外布局这一领域的高效投资工具。 地方政府的响应也十分积极、迅速。据不完全统计，全国已有超过25个省市将低空经济相关内容写入政 府工作报告，设立了超过24支低空经济产业基金，合肥、杭州等六大城市有望率先开展eVTOL试点， 推动低空基建等相关配套设施体系化落地。 政策暖风吹拂下，市场规模增长曲线陡峭。根据工信部赛迪研究院等数据，截至2023年末，中国低空经 济规模达5059.5亿元，伴随着低空飞行活动增加和基础设施投资见效，未来几年行业 ...

Core Viewpoint - The company has not engaged in technical cooperation with eVTOL enterprises such as EHang, despite the rising significance of the low-altitude economy in national strategy and the projected market size of 1.5 trillion yuan by 2025 [1] Group 1 - The low-altitude economy is expected to reach a market size of 1.5 trillion yuan by 2025 [1] - The company possesses inherent advantages in aviation equipment technology within the drone and eVTOL sectors [1] - The company has not established any partnerships with EHang or similar eVTOL companies [1]

Group 1 - Kangxi Communication is expected to see an increase in overseas order volume in Europe and South Asia by the second half of 2025, with gross margins for overseas products significantly higher than domestic ones [1] - The demand for drone products in the low-altitude economy is strong, with the company planning to conduct R&D in 2024 and sample delivery in 2025, having already secured bulk orders [1] - The company's cash flow situation is healthy, and with increasing sales revenue and improved accounts receivable management, operating net cash flow is expected to become even healthier [1] Group 2 - Shenzhen Chip Zhongxin, a strategic investment by the company, is projected to achieve a net profit of over 16 million yuan in 2024, with a single-quarter net profit exceeding 12 million yuan in the first quarter of 2025 [1] - The introduction of Wi-Fi 7 is anticipated to enhance overall gross margins for the company, although price reductions in Wi-Fi 6 products may partially offset this; the company plans to adopt a multi-faceted approach to continuously improve product gross margin levels [1]

Group 1: Maolai Optics - The company indicated that its gross margin is significantly influenced by customer demand and product structure, with a gradual recovery expected as R&D orders transition to mass production orders [1] - The gross margin for Q1 2025 is projected to be 50.49%, showing a slight improvement compared to the fiscal year 2024 [1] - The company has made significant advancements in precision optical manufacturing technologies, including polishing, coating, and bonding, leading to a notable increase in lens production capacity [1] - In the semiconductor sector, the company achieved significant results in 2024, with some products moving from R&D samples to mass production, enhancing both technology and production capabilities [1] Group 2: Kangxi Communication - The company anticipates an increase in overseas order volume in Europe and South Asia by the second half of 2025, with gross margins for overseas products significantly higher than domestic ones [2] - In the low-altitude economy sector, the company has seen strong market demand for drone products, with bulk orders already secured for 2024 R&D and 2025 sample delivery [2] - The company's cash flow situation is robust, and with increasing sales revenue and improved accounts receivable management, operational net cash flow is expected to become healthier [2] - A strategic investment in Shenzhen Chip Zhongxin is projected to yield over 16 million yuan in profit for the entire year of 2024, with Q1 2025 net profit exceeding 12 million yuan [2] - The introduction of Wi-Fi 7 is expected to enhance overall gross margins, although price reductions for Wi-Fi 6 products may partially offset this; the company plans to adopt a multi-faceted approach to continuously improve product gross margin levels [2] Group 3: Fortune Fund - As of now, the total asset management scale of the company is 1,161.445 billion yuan, ranking 6th out of 210 [3] - The asset management scale for non-monetary public funds is 782.537 billion yuan, ranking 4th out of 210 [3] - The company manages 758 public funds, ranking 5th out of 210, with 98 fund managers, ranking 6th out of 210 [3] - The best-performing public fund product in the past year is the Fortune Hang Seng Hong Kong Stock Connect Healthcare ETF, with a latest net value of 1.6 and a growth of 133.12% over the past year [3] - The latest public fund product launched is the Fortune CSI 800 Free Cash Flow ETF Link A, which is an index-type stock fund, with a subscription period from July 14, 2025, to August 1, 2025 [3]