图源：航天飞鹏 对于此次投资，各投资方均表达了对航天飞鹏的认可与期待。北创投指出，低空经济作为国家战略性新兴产业，在政策利好下即将迎来黄金发展期，其产 业链条长、辐射面广，能重塑多领域业态模式，推动技术落地。而航天飞鹏依托航天航空系统技术优势，率先实现大型固定翼无人运输机商业化交付，产 品覆盖多品种系列低空经济载体，技术和先发优势显著，未来有望在产品创新和运营管理上实现新突破。 题图：航天飞鹏 近日，由中国航天科技集团发起设立的低空经济企业航天飞鹏完成数亿元B轮融资。此轮融资由北创投、昆仑北工基金和金浦青铁基金联合投资，为企业 发展提供资金支持，也标志着航天飞鹏在大载重无人运输领域进入新的发展阶段。 融资完成后，航天飞鹏将加快大吨位固定翼无人机的适航取证及运营取证进程，构建大载重无人货运常态化商业运营体系。同时，企业还将目光投向海外 市场，凭借自身技术与产品特点，进一步增强全球竞争力，拓宽发展版图。 图源：航天飞鹏 与此同时，航天飞鹏在行业活动中也表现突出。近日，在第三届低空（苏州）产业创新生态大会暨2025数字低空大会上，航天飞鹏携FP-981C"射手座" 垂起复合翼多功能无人机系统与FP-981A多旋翼多 ...

有关数据显示，我国已累计培育专精特新"小巨人"企业1.46万家，其中A股上市企业超过1000家，其研 发强度、毛利率和营收增长率均显著高于A股平均水平。 中小企业"排头兵" 专家表示，中小企业是经济活力与韧性的重要源泉，而专精特新"小巨人"企业则是中小企业发展的"排 头兵"，在推进新型工业化、发展新质生产力中具有重要支撑作用。 专精特新企业"小而专"，具有专业化、精细化、特色化、创新型的特征。"小巨人"企业更是其中的佼佼 者，这些企业位于产业基础核心领域和产业链关键环节，以创新能力突出、核心技术掌握度高、细分市 场占有率领先、质量效益优良而著称。 有关数据显示，我国累计培育专精特新"小巨人"企业1.46万家，这些"小巨人"企业中近九成是制造业企 业，超八成分布在集成电路、航空航天等战略性新兴产业链上，超九成为国内外知名大企业的配套供应 商。尤其在人工智能、低空经济等未来产业，我国的"小巨人"企业数量就接近5000家。 在过去的2024年，专精特新"小巨人"企业在专利创新方面表现突出，拥有发明专利数量32.74万项，户 均22.3项，占全国企业发明专利总量的11%。专精特新"小巨人"企业发明专利密度领先，每千名 ...

Financial Performance - Dong'an Power (600178) expects a profit of 6.51 million to 9.77 million yuan for the first half of 2025, representing a growth of 60% to 140% compared to the same period last year [1] - The company anticipates a net profit attributable to shareholders of 3.52 million to 5.28 million yuan, indicating a turnaround from losses in the previous year [1] - The increase in orders for AT transmissions has significantly boosted revenue and gross profit [1] Product Development and Market Strategy - Dong'an Power's engine products primarily supply Changan Automobile in the passenger vehicle sector, while AT transmissions are targeted at both domestic and overseas markets [2] - The company is developing a hybrid-specific transmission (DHT) for Zhengzhou Nissan's Frontier Pro model, expected to launch within the year [2] - The company has secured 51 new market agreements with 26 enterprises, with a projected total sales volume of 1.5 million units over a 5 to 10-year lifecycle [2] New Energy and Aviation Initiatives - Dong'an Power is entering the aviation power sector through a strategic partnership with XPeng Huitian to develop next-generation hybrid systems for flying cars [3] - The company has initiated a rotor engine development project in collaboration with AVL, marking a significant step in expanding its presence in the low-altitude economy [3] - The successful launch of the AHT22 aircraft-specific hybrid transmission prototype signifies a breakthrough in aviation power technology [4]

行 电力设备 2025 年 07 月 07 日 业 研 究 电力设备 低空动态跟踪：低空领导小组成立，高位统筹制 度保障 行 业 动 态 事件：为贯彻落实党中央、国务院决策部署，加强对通用航空、无人 驾驶航空、低空经济等相关工作的组织领导和协调统筹，民航局于近 日优化调整了民航局通用航空工作领导小组、民用无人驾驶航空器管 理领导小组和民航局促进低空经济发展工作领导小组，成立了通用航 空和低空经济工作领导小组。点评如下： 民航局局长直接挂帅，高位统筹提供制度保障 跟 踪 领导小组由民航局局长直接挂帅，副局长及核心司局负责人直接参与，涵 盖了民航系统内与通用航空和低空经济相关的关键业务部门及单位。领导 小组通过整合民航局内部核心业务司局资源，形成跨部门、跨层级决策中 枢，将重点解决空域协调复杂、央地政策协同不足等长期制约产业发展的 痛点，为低空经济发展提供制度保障。 成立 6 个专项工作组，全链条覆盖强化执行力 券 研 究 报 民航局成立通用航空和低空经济工作领导小组，释放出明确的政策信号， 通用航空与低空经济有望成为新质生产力的重要抓手。航空制造、空管设 备、无人机、低空基建等环节将直接受益；低空旅游、低空物流 ...

Core Viewpoint - Longte Intelligent announced that its wholly-owned subsidiary, Shenzhen Longying Industrial Co., Ltd., plans to invest 15 million RMB as a limited partner to establish a venture capital partnership focused on low-altitude economy and embodied intelligence industries [1] Group 1: Investment Details - The investment will be made in collaboration with Suzhou Tongzhou Zhichuang Enterprise Management Partnership [1] - The newly established partnership, named Suzhou Trend Phase II Venture Capital Partnership (Limited Partnership), aims to provide capital support for high-quality investment targets in sectors such as new energy vehicles, intelligent manufacturing, low-altitude economy, and embodied intelligence [1] Group 2: Compliance and Structure - The investment does not constitute a competitive transaction or related party transaction, nor does it involve a major asset restructuring [1]

东 兴 晨 报 东兴晨报 P1 3.商务部等 9 部门：联合印发《2025 年家政兴农行动工作方案》。该方案从四 个方面提出 14 项具体任务，旨在扩大家政服务供给，促进家政服务消费，助 力乡村振兴。主要措施包括：支持农村劳动力在家政领域就业，开展生活服 务招聘季活动；提升就业能力，推进家政服务员技能升级和职业教育发展； 完善就业保障，加强住房保障和基本公共服务；优化创业就业服务，支持重 点群体就业创业。下一步，商务部将联合相关部门推动政策落实，充分发挥 家政服务业在惠民生、稳就业、促消费方面的重要作用。（资料来源：同花顺） 4.中国人民银行：开展 1065 亿元 7 天期逆回购操作。人民银行 7 日公告称， 以固定利率、数量招标方式开展了 1065 亿元逆回购操作，中标利率为 1.4%。 今日公开市场有 3315 亿元逆回购到期，净回笼 2250 亿元。（资料来源：同花 顺） 5.三大交易所：正式实施程序化交易监管新规。7 月 7 日起，沪深北三大交易 所《程序化交易管理实施细则》正式实施，重点强化高频交易监管。新规明 确了四类异常交易行为认定标准，包括瞬时申报速率异常、频繁瞬时撤单等， 并将单账户每秒申报 ...

Investment Rating - The report maintains a "Recommended" investment rating for the industry [6] Core Insights - The low-altitude economy is expected to develop healthily, with a focus on leading export chain enterprises in the machinery sector [2][3] - The Shanghai Composite Index rose by 1.40% from June 29 to July 4, 2025, while the machinery equipment sector underperformed, increasing by only 0.26% [2][10] - The report emphasizes the need to monitor the progress of trade negotiations between the US and other countries, as domestic leading enterprises maintain strong competitive advantages [3] Weekly Market Review - The overall market performance from June 29 to July 4, 2025, saw the Shanghai Composite Index increase by 1.40%, with the machinery equipment sector lagging behind the broader market [2][10] - Sub-sectors such as engineering machinery and rail transit equipment showed positive growth, with increases of 1.44% and 0.75% respectively, while automation equipment declined by 0.67% [2][10] Key Sector Tracking - The low-altitude economy sector is being supported by new organizational structures within the Civil Aviation Administration to promote safe and orderly development [3] - The machinery equipment sector is advised to keep an eye on the export chain, particularly in light of ongoing trade negotiations [3] Investment Recommendations - For the low-altitude economy, recommended companies include Deep City Transportation, Sujiao Science and Technology, and Wan Feng Ao Wei among others [4] - In the machinery equipment sector, recommended companies include Sany Heavy Industry, XCMG, and Anhui Heli [4] Important Weekly News - The State Taxation Administration reported over 630 billion yuan in tax reductions and refunds for the manufacturing sector in the first five months of 2025, indicating strong growth in advanced manufacturing [20] - The first combined operation platform for tunnel construction was launched, significantly improving efficiency and reducing costs [21] - A new intelligent piling vessel was put into operation, achieving a 30% increase in efficiency [21] Economic Data Tracking - The manufacturing PMI and fixed asset investment data indicate a positive trend in the manufacturing sector, with sales revenue in advanced manufacturing growing significantly [35][37] - Monthly export totals and changes show fluctuations, with a focus on the performance of machinery and equipment exports [40][55] Key Industry Data Tracking - The report tracks production and export data for various machinery sectors, including metal cutting machine tools and industrial robots, highlighting trends and changes in output [46][48] - The report also includes data on the sales of excavators and forklifts, both domestically and for export, providing insights into market demand [52][53]

证券代码：002085 证券简称：万丰奥威 作为制造端的链主企业，万丰钻石在国内落地多款机型以满足 日益丰富的应用场景，同时助力供应体系的建设，培育国内产业链 发展；同时公司不断将海外通航飞机的发展经验引入国内，助力国 内低空经济的发展。 Q4：公司发展低空经济的产业优势 A：在产品布局方面，万丰飞机已经构建了"固定翼+无人机+ 垂直起降"多引擎驱动的全场景出行矩阵，实现了低空经济产业发 展的前瞻性和全面性布局，并成为全球范围内较为稀缺的具备全场 景布局的飞机制造企业。 在固定翼通航飞机领域，万丰钻石建立了成熟的飞机研发设计 管理体系，是欧洲为数不多的 EASA（欧洲民航局）批准的 DOA（飞 机设计组织）。在产业链布局方面，万丰钻石实现了关键零部件的 自主可控，在发动机、飞机机身机翼等核心零部件的设计生产环节 建立了领先的自主可控优势。在适航取证方面，万丰钻石具备满足 民航局对于通用飞机的适航论证标准和要求的能力。与此同时，万 丰钻石在安全飞行记录、品牌知名度、全球生产和销售网络等方面 具备优势。 浙江万丰奥威汽轮股份有限公司投资者关系活动记录表 | | ☑特定对象调研 □分析师会议 | | --- | - ...

《中国民航报》、中国民航网 记者冯智君 报道：为全面落实民航局《关于支持粤港澳大湾区民航协同 发展的实施意见》，民航中南局联合香港民航处组织大湾区及辖区民航单位，于2025年6月29日至7月5 日期间成功举办粤港澳大湾区民航青年交流活动。 活动大力弘扬"爱国爱港爱澳"精神，通过参观深圳改革开放展览馆、横琴粤澳深度合作区规划展览馆， 在历史与现在和未来的强烈对比中，在"先行先试"到"先行示范"的蜕变中，青年们深刻领悟到"改革开 放永不停步，中国特色社会主义道路必将越走越宽广"的历史必然性。活动期间，青年们深入到深圳机 场、珠海摩天宇、珠海翔翼、中国民航二所、中国民航飞行学院以及腾讯、大疆、中航通飞AG600总装 车间、彭州国家级民用无人机驾驶航空试验基地等，通过实地观摩、业务讲解、专题讲座、座谈交流等 形式，全方位了解国家民航事业发展的日新月异，零距离接触科技赋能、自主创新、数字化转型的丰硕 成果，沉浸式体验低空经济发展的广阔前景，更深刻地认识到核心技术攻关对民航和新业态发展的支撑 和推动作用。活动还注重历史人文熏陶，在三星堆博物馆，青年们深度感受到古蜀文明的神秘和辉煌、 中华文明的智慧和创造力。在座谈交流环节 ...

Group 1 - The A-share market saw a slight rebound in the afternoon on July 7, with the aerospace ETF Tianhong (159241) rising by 0.36% and a turnover rate increasing by nearly 11% [1] - The aerospace ETF Tianhong (159241) has attracted significant capital inflow, with over 24 million yuan net inflow on the previous trading day, and it has recorded net inflows for seven consecutive trading days, totaling over 150 million yuan [1] - As of July 4, the latest circulation scale of the aerospace ETF Tianhong (159241) reached 326 million yuan, with a circulation share of 296 million shares, both hitting new highs [1] Group 2 - The aerospace ETF Tianhong (159241) closely tracks the Guozheng Aerospace Index, which has over 98% weight in the defense and military industry, making it the highest military content index in the market [2] - The core sectors of aerospace equipment and aerospace technology account for 66% of the index's weight, focusing on key areas in the aerospace equipment industry chain such as large aircraft development, low-altitude economy, and commercial aerospace [2] - Current growth trends in the military industry include domestic demand for low-cost precision-guided munitions and unmanned systems, as well as international military trade demand potentially spurred by conflicts [2]