Core Insights - Several "billion-level" fund managers have seen significant performance recovery in Q2 due to active portfolio adjustments, focusing on sectors like AI computing and innovative pharmaceuticals [1][2] - The domestic market is expected to undergo a comprehensive revaluation, with advanced manufacturing, represented by AI computing, becoming a key driver for investment demand [1][5] Group 1: Growth-Focused Strategies - Fund managers such as Hu Zhongyuan and Du Meng have significantly increased their positions in the AI computing sector, with notable investments in companies like Xin Yi Sheng and Tian Fu Tong Xin [2] - Wind data shows that stocks like Xin Yi Sheng and San Sheng Pharmaceutical have doubled in price since Q2, while others like Kang Fang Biological and Zhong Ji Xu Chuang have seen increases around 80% [2] Group 2: Value-Focused Strategies - Value-oriented fund managers like Lan Xiaokang and Han Chuang have also achieved impressive results, focusing on financial and resource sectors [3] - Lan Xiaokang's fund has heavily invested in major financial and resource companies, including Zijin Mining and China Life Insurance, while Han Chuang's fund has seen significant gains in Guangsheng Nonferrous [3] Group 3: Market Outlook - The market is expected to undergo a comprehensive revaluation, driven by advancements in high-tech sectors and a shift away from traditional industries [5] - The domestic economy's stability and certainty are seen as core investment logic, with potential risks stemming from Western economic debt and geopolitical issues [3][5]

从"玩具"向"工具"的进化 "准备就绪，起飞！"今年1月17日，普宙科技两架S400无人机装载着临床急救药品，分别从东湖高新区 的人福医药物流园和光谷生物城的国药大厦升空，飞向同济医院光谷院区。 作为全国首个实现全区覆盖的低空应用试验场，武汉东湖高新区低空共享无人机应用示范区将分散的低 空需求整合为系统化服务。从警务安防的空中巡逻，到早晚高峰的交通疏导，再到药品递送的商业尝 试，普宙科技形成了"政务+商业"的双轮驱动模式。 "我们不仅是无人机硬件制造商，还是'空天地一体化'解决方案提供商。" 普宙科技总经理陈虎介绍。 ◎丁鹏 记者 荆淮侨 "此处水深危险，请勿游泳。"近日，武汉光谷辖区一处水域，一架巡查无人机向"野泳"的市民喊话。 这是普宙科技参与武汉光谷智慧城市低空治理的一个典型场景。在武汉光谷，普宙科技的无人机向34个 业务部门提供飞行服务，并以AI算法赋能社会治理、民生服务和商业应用等场景。相较人工巡查，综 合治理效率提升25倍以上。 从"空中飞"到"落地用"，普宙科技深耕智慧城市治理的实践，是无人机企业在低空经济万亿蓝海产业化 突围的缩影。 据悉，普宙科技早期曾瞄准消费市场。然而，随着AI、物联网技术 ...

Core Insights - The rapid development of high-tech industries in China is characterized by a shift from catching up to surpassing, reflecting a commitment to the "Chinese Dream" and a proactive response to the era of "new productive forces" [1] - The 2025 China Internet Conference focuses on cutting-edge technologies such as AI, 5G-A/6G, and low-altitude economy, gathering global political, industrial, academic, and research forces to explore industry upgrades driven by AI and digital ecosystem reconstruction [3] Education and AI Integration - AI's empowerment in education is multi-dimensional, aiming to make education more precise, efficient, and personalized, with the ultimate goal of providing customized planning services rather than replacing human roles [5][13] - Students should consider long-term career aspirations and industry trends over the next 15 years when choosing their majors, emphasizing the importance of understanding future job market demands and saturation levels [5] - The concept of "planning from the end" is crucial in education consulting, focusing on employment quality and aligning current educational paths with future societal needs and technological developments [5] Conference Highlights - The conference featured three core exhibition areas, showcasing innovations in smart healthcare big data, low-altitude flying vehicles, and simulation robots, highlighting the rapid transition of technologies from laboratories to industrial applications [6][9] - The theme "Digital Drive New Quality, Intelligent Creation of the Future" accurately captures industry trends, with significant insights gained from the interactions among experts from various fields [8] - The evolution of internet technology is marked by cross-domain collaborative innovation, guiding educators on training directions and encouraging students to adopt interdisciplinary thinking and continuous learning [11]

Core Viewpoint - China Mobile is focusing on digital infrastructure and technological innovation, particularly in AI, quantum technology, and low-altitude economy, to enhance its service capabilities and drive industry growth [2][3][4]. Group 1: AI and Digital Infrastructure - China Mobile has established 13 national and regional intelligent computing centers and multiple large-scale intelligent computing centers, with a total of three ten-thousand-card clusters [7]. - The company has invested in AI since 2013, developing the "Nine Sky" series of general models and deploying nearly 500,000 AI-enabled wireless base stations across 31 core networks [9][10]. - AI applications have significantly improved operational efficiency, with 60% of audit tasks now completed by AI, reducing processing time from several workdays to minutes [9][10]. Group 2: Quantum Technology - China Mobile is leading a quantum computing consortium with China Electronics Technology Group, developing core technology frameworks and quantum experimental platforms [3][13]. - The quantum computing cloud platform has reached approximately 500 universities nationwide, involving over 5,000 developers and fostering more than 10 quantum industry chain enterprises [13]. Group 3: Low-altitude Economy - The company has deployed 5G-A networks in 330 cities, creating the world's largest 5G and Beidou high-precision positioning network, achieving dynamic positioning accuracy at the centimeter level [3][14]. - The "Zhongyi Lingyun" platform has been developed for regulatory and service applications in the low-altitude economy, facilitating a low-altitude network spanning over 100 kilometers in collaboration with leading express delivery companies [14]. Group 4: Research and Development Investment - China Mobile's R&D expenditure reached 39.1 billion, focusing on strategic emerging industries and enhancing its technological capabilities [10][11]. - The company is actively involved in 6G development, having established a small-scale 6G test network and identified ten key technologies for future advancements [11]. Group 5: Collaborative Innovation - China Mobile emphasizes open cooperation, establishing over 40 joint laboratories with leading enterprises and collaborating with more than 70 universities for research and development [15][16]. - The company is also enhancing international technological cooperation, participating in global organizations and establishing platforms for international collaboration [17].

Group 1 - The core point of the news is the significant growth in the eVTOL market, highlighted by a record order of 500 eVTOLs worth $1.75 billion from Pan-Pacific to Volant at the 2025 International Low-Altitude Economy Expo [1] - The expo attracted nearly 300 exhibitors, showcasing over 19 global and 25 domestic product launches, including innovative eVTOLs and drones [2] - Strategic partnerships were formed during the expo, focusing on low-altitude infrastructure standards, application scenarios, and talent cultivation [3] Group 2 - The low-altitude economy is expected to thrive in 2024, with safety being a primary concern as the industry evolves [6] - The "three firsts and three lasts" principle was introduced to mitigate potential safety risks in low-altitude flying, emphasizing cargo transport before passenger transport [6] - Agricultural drones are expanding their applications beyond traditional uses, with DJI reporting over 5 million acres of operation in Shanghai [7] Group 3 - Various types of drones are being showcased for applications in transportation, disaster relief, and logistics, indicating a broadening of the low-altitude economy [9] - Modular development is identified as a future trend for large drones, enhancing their performance and application through technological advancements [9]

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday, focusing on significant stock market events such as suspensions, investments, acquisitions, earnings, and share unlocks [1] - It emphasizes the need for investors to identify potential investment hotspots and mitigate risks associated with unexpected events, providing ample time for analysis and decision-making [1] Group 2 - The first company mentioned has qualifications in water conservancy and hydropower, with experience in constructing hydropower stations in Tibet [1] - The second company operates in water conservancy, underground pipelines, low-altitude economy, and digital economy, having established a branch in Tibet with a focus on water conservancy projects [1] - The third company is involved with Huawei, PCB, robotics, and financial digitalization, having received certification for its large model from Huawei's Ascend technology [1]

其中，"1"即一个理念，需前瞻性布局未来技术标准与安全体系。先借民航经验飞起来，再面向未来制 定标准体系。"2"是两个场景，分别为工业试飞场景和商业闭环场景。 上海低空经济产业发展有限公司董事长宋雪枫7月23日在2025国际低空经济博览会上表示，今年公司的 重点任务为布局工业测试基地。传统思路要求"上天不影响民航、落地不砸人"，但城市场景测试需要真 实环境。目前，上海闵行吴泾的一片空间具备真实建筑、人烟稀少、空域连贯等条件，多家企业已对真 实环境下的测试表达兴趣。公司还将联合全国测试场，提供极寒、极热、高高原等条件用于测试。 宋雪枫表示，发展低空经济，上海存在一系列优势。70%航空人才汇集于上海，中航工业、中国商飞、 中国航发商发、上汽集团等龙头企业及跨界人才在沪集聚，50%以上eVTOL企业源于上海，上海还坐拥 长三角广阔的商业空间。同时，上海作为大都市，对安全的容忍度极低，是一大难点。 据介绍，上海低空经济产业发展有限公司根据政府要求负责基础设施建设运营，核心是"四张网"：设施 网、空联网、航路网、服务网。宋雪枫表示，围绕低空经济基础设施建设，公司与委办局、市场主体、 科研院所反复研讨，形成"12345" ...

Group 1: Disease Outbreak - The number of confirmed cases of Chikungunya fever in Shunde District, Foshan, has reached 2,934, with a significant increase of 463 cases reported in one day [1] - The outbreak began on July 15, with 478 cases reported on the first day, indicating a rapid rise in cases over a short period [1] - The World Health Organization has reported that 119 countries and regions have identified Chikungunya virus transmission, affecting approximately 5.5 million people [1] Group 2: Satellite Internet - Shanghai Yuanxin Satellite has announced a tender for rocket launch services, requiring a total of 94 satellites to be launched by 2026, with a contract value of 1.336 billion yuan [2] - This tender follows a previous announcement for nine launch services earlier in the year, indicating a significant acceleration in the construction of the Thousand Sails constellation [2] - The market for satellite internet in China is projected to reach nearly 100 billion yuan in the next five years, with the private rocket market expected to exceed 30 billion yuan [2] Group 3: AI and Computing Power - The computing power sector is experiencing increased interest, with several companies seeing significant stock price increases ahead of the World Artificial Intelligence Conference [3] - Huawei is set to showcase its Ascend 384 super node technology, which features the largest scale of 384 card high-speed bus interconnection in the industry [3] - The demand for PCB (Printed Circuit Board) is expected to grow due to the recovery in electronic demand and the rise of AI and high-speed communication technologies [3] Group 4: Data Elements - The data elements sector has seen stock price increases, with several companies reaching their daily limit [4] - The National Data Bureau plans to enhance the marketization of data elements, focusing on creating a closed-loop ecosystem for data labeling, high-quality datasets, models, and application scenarios [4] - The market for RWA (Real World Assets) is expected to grow significantly, with increasing demand for standardized data assets across various sectors [4] Group 5: Electronic Identification - The Ministry of Public Security is promoting the electronicization of identification documents, aiming to streamline data sharing and business collaboration across departments [5] - The market for electronic identification is projected to exceed 100 billion yuan by 2025, with expectations of rapid growth in the following years [5] - The integration of technologies such as blockchain and biometrics is anticipated to enhance the application of electronic identification in various sectors [5] Group 6: Low Altitude Economy - The "Low Altitude Economic Infrastructure Framework Guide (2025 Edition)" has been officially released, outlining a multi-level indicator system for low-altitude infrastructure [6] - The low-altitude economy is recognized as a strategic emerging industry, with the market expected to reach 1.5 trillion yuan by 2025 and potentially exceed 3.5 trillion yuan by 2035 [6] - The development of the low-altitude economy is driven by policies, technology, and market forces, leading to significant capital investment and industry collaboration [6]

他指出，在航空器技术方面，以电力驱动的航空器将在储能电池研发、新材料应用及飞行控制系统等方 面迎来显著突破。低空经济作为一个庞大的产业生态，涉及广泛的供应链与产业链体系。以亿航智能为 例，生产一台飞行器需要数十家乃至上百家供应链厂商的协同支持。后端应用场景同样依赖全生态建设 和众多供应链厂商的配合。因此，低空经济被认为是潜力巨大且必将有所作为的新兴产业。 近日，第三届中国国际供应链促进博览会在北京举行。今年的链博会首次设立了先进制造链无人机展 区，多家飞行汽车企业亮相。广东省作为此次链博会主宾省，带来低空经济全链条成果展示。亿航智能 作为参展团代表之一，携飞行汽车重磅亮相。 亿航智能副总裁贺天星在现场向21世纪经济报道记者指出，低空经济不仅推动航空器本身的创新，还涵 盖生产制造、智能制造、数据链路管理、地面基础设施建设及数字化管理等多个领域。未来，大模型等 新兴技术将在低空经济中实现深度整合，地面基础设施建设也将围绕新型物理设施和数字化基建展开， 为低空经济场景应用提供支撑，这些发展将有力推动综合立体交通网络及智慧城市建设的进步。 贺天星说，低空经济是国家战略性新兴产业和新质生产力的典型代表，中国已出台多项政 ...

21世纪经济报道记者卜羽勤、邓浩 上海报道从2024年起，低空经济连续两年被写入政府工作报告，党 的二十届三中全会对发展低空经济也提出明确要求。 在这一发展进程中，诸多城市都在重点布局这一新经济领域，旨在通过构建天空之城提升城市治理、为 经济寻找新的增长点。当前，我国低空经济究竟发展到了哪一步，"天空之城"距离起飞究竟还有多远的 距离？ 有路飞、看得见 低空经济要想"飞"起来，首先要解决有路飞的问题。 中国工程院院士、国家基础地理信息中心教授、博士生导师陈军在2025国际低空经济博览会开幕式上表 示，低空经济广义来讲是一种生活方式的改变，要把人类活动低空化、交通活动立体化。无人机飞起来 容易，但要想发展成规模经济，确保高密度低空安全、高效、有序地飞行，有很多难处。 今年5月20日，国家发展改革委召开新闻发布会，强调低空飞行的安全风险隐患仍然不容忽视，安全是 低空经济发展的首要前提。 陈军认为，城市里面高楼密布、气候多变、飞鸟干扰，低空飞行始终要考虑地面上的东西，具备空地协 同的特征，因而要发展低空航图，做好三维导航，在三维数据基础上，跟低空数据结合，做成低空三维 导航的数据模型和地图。 "从未来飞行发展的态势 ...