Group 1 - The 2025 International Drone Application and Control Conference was held in Beijing with the theme "Navigating the Whole Domain, Spreading Wings for the Future" [1] - This year's conference features in-depth exploration of technology, with four major technical topics: drone system technology, measurement and control communication navigation technology, mission payload and intelligent recognition technology, and intelligent unmanned control technology [1] - The conference will host nearly a dozen high-level industry exchange meetings focusing on drone technology evolution, innovative applications, industry implementation, and future trends [4] Group 2 - Concurrently, the 2025 Sixth China International Drone and Unmanned Systems Expo is taking place, spanning three days with an exhibition area of approximately 20,000 square meters and over 500 top global exhibitors [4] - The expo will showcase cutting-edge technological achievements, core components, and system solutions across the entire drone industry chain, featuring over a thousand sets of drones, robotic dogs, robots, unmanned vehicles, unmanned boats, and model aircraft [4] - The "2025 National Drone Innovation Skills Competition" will also be held, featuring six competitive events aimed at promoting learning, research, and production in drone technology and low-altitude economic development [4]

「解码 LP 」系投资界旗下专注 LP 报道公众号，关注各地基金政策，捕捉 LP 最新动态，欢迎关注！ 根据公开信息统计：截至周五下午，本周（6月30日-7月4日）LP动态共24起。 LP 湖北人形机器人产业母基金设立 投资界（ID：p e d a il y 2 0 1 2）消息，日前，湖北省财政厅依托省政府投资引导基金支持长江 证券牵头设立的湖北省人形机器人产业投资母基金已完成合伙协议签署、工商注册和首期实 缴出资，成为《湖北省重构政府引导基金体系工作方案》印发后成功设立的第一只参股基 金。 该基金总规模1 0 0亿元，计划分两期组建，首期规模5 0亿元，其中：省政府投资引导基金、 武汉产业基金各认缴2 0%，长江证券、湖北省科投集团各认缴3 0%，重点投向人形机器人和 人工智能相关产业核心领域，包括湖北省重点发展的人形机器人链主企业及具有核心技术实 力的零部件、脑机接口、控制系统、模型算法等战略性、先导性的科技型企业。 LP 腾讯创投等入股晨壹基金 天眼查Ap p显示，7月4日，上海晨峦企业管理合伙企业（有限合伙）发生工商变更，新增广 西腾讯创业投资有限公司、无锡晨壹成长股权投资基金（有限合伙）、厦门金圆 ...

Core Insights - Shenzhen's low-altitude economy is evolving from concept to practical application, focusing on emergency rescue and logistics network reconstruction [1][5] - The integration of high-performance FPV racing drones into various industry applications showcases the potential of agile technology in critical scenarios [2][3] - The development of specialized cargo drones, likened to "Air Wuling Hongguang," addresses logistics challenges in China's midwestern regions [4][5] Group 1: Low-Altitude Economy Development - Shenzhen is promoting the low-altitude economy through initiatives like the "X-Day" event, featuring eight industry representatives in advanced sectors such as EVTOL manufacturing and drone logistics [1][5] - The region has established supportive policies, including the "Implementation Plan for High-Quality Development of Low-Altitude Economy (2024-2026)" to foster industry growth [5][6] Group 2: FPV Drone Applications - FPV racing drones, developed by companies like Zexin Future Technology, demonstrate superior maneuverability, enabling applications in police counter-terrorism and firefighting [2][3] - The establishment of the "Zexin (International) Drone Testing Center" aims to integrate drone technology testing, training, and esports, enhancing the ecosystem [3] Group 3: Cargo Drone Innovations - The cargo drone developed by Weizhi Aviation can carry 500 kg over a distance of 500 km, addressing the logistical pain points in less accessible regions [4][5] - The company aims to reduce production costs significantly, projecting a market demand for 20,000 drones if just 1% of the land transport in specific areas is replaced by drone transport [5]

继中国太保、中国人保之后，又一险资巨头出手了。 本周，中国人寿与中国核电在北京成立了中核田湾核电股权投资基金合伙企业，出资额 15.01 亿元。 以下文章来源于LP波谱 ，作者王满华 LP波谱 . 本账号专注LP市场报道。"波浪、谱系"是识别市场的维度，也是定义市场的坐标；此外，波谱（Pop Art）也意为放低意义与史诗 的执念，认同商业的日常之美。 将投中网设为"星标⭐"，第一时间收获最新推送 聚焦LP出资、新基金、GP招募，捕捉LP圈一周商业情报。 作者丨 王满华 来源丨 LP波谱 中国人寿成立于 1949 年，是新中国第一家国有保险机构。截至目前，公司市值已经高达 1.17 万亿元。此前，中国人寿已经 参与了多支百亿级基金的设立，是时下较为活跃的险资 LP 。中国人寿旗下的另类投资平台国寿投资实力同样不容小觑，公开 数据显示，国寿投资累计签约规模超 7800 亿元，管理资产规模超 5000 亿元。 中国核电则是中核集团的控股子公司，运营着 25 台核电机组和 8 台在建机组，占全国核电装机总量的 40% 以上。 2024 年，中国核电实现营业收入 772.72 亿元，归母净利润高达 87.77 亿元。 ...

Core Viewpoint - The company, Yingboer, plans to sell its wholly-owned subsidiary, Zhuhai Dingyuan New Energy Electric Research Institute, for 239 million yuan to optimize its asset structure and enhance operational efficiency while reallocating funds to key business areas such as new energy vehicles and low-altitude economy [1][3][6]. Group 1: Company Strategy - The sale of Zhuhai Dingyuan is intended to improve Yingboer's asset structure and operational efficiency, as its research functions have been covered by the company's own R&D department [3]. - The funds from the sale will primarily be used for daily operations, including production line construction and increased R&D investment in critical areas like new energy vehicles and low-altitude economy [1][6]. - Yingboer has positioned the low-altitude economy as its "second growth curve," indicating a strategic shift towards this emerging sector [2][6]. Group 2: Low-altitude Economy Development - Yingboer has established strategic partnerships with leading companies in the low-altitude economy, including EHang Intelligent, to develop eVTOL (electric vertical takeoff and landing) products and systems [4][5]. - The company aims to achieve significant milestones in the low-altitude sector, including the mass delivery of eVTOL components and the development of electric propulsion systems for various aircraft models [6][7]. - The domestic low-altitude economy is still in its early stages, requiring substantial investment in R&D across the industry [6][8]. Group 3: Market Position and Technology - Yingboer's core business involves the R&D and production of electric drive and power systems, with a focus on electric propulsion systems for eVTOL aircraft [7]. - The company claims a technological advantage with its "integrated core" technology, which enhances power density by 20%-30% compared to industry averages, making it suitable for eVTOL applications [8]. - The domestic eVTOL market is competitive, with various companies, including Yingboer, racing to develop electric propulsion systems, which are critical components of eVTOL aircraft [9][10].

Core Insights - The article highlights the rapid growth of drone exports from Guangzhou, particularly in the agricultural sector, with a reported increase of 252% year-on-year in the first five months of 2025, surpassing 6,134 units exported, with over 50% being agricultural protection drones [1] - Guangzhou's innovative "four ones" service system, which includes a streamlined approval process, is facilitating the international expansion of local drone companies [1][2] Export Facilitation - The establishment of a green channel and whitelist mechanism has significantly reduced the export license approval time from two months to a much shorter duration, which is crucial for companies to secure international orders [2] - Guangzhou XAG Technology Co., Ltd., a leading smart agriculture technology company, is leveraging these government initiatives to enhance its export efficiency and compliance [2][3] Market Expansion - The 137th Canton Fair has introduced a service robot section, attracting international buyers and showcasing XAG's latest agricultural drone technologies [4] - Government efforts are also focused on enhancing financial support for drone companies, with tailored financing solutions that have resulted in reduced loan interest rates, thereby accelerating research and development [4] Industry Ecosystem Development - Guangzhou is actively building a comprehensive ecosystem for drone exports, supported by policies and initiatives aimed at fostering innovation and compliance in the low-altitude economy [6] - The city has implemented 16 new policies to support business growth and has conducted numerous policy briefings to assist over 4,000 companies [4][6]

Company Movements - Douyin has launched a new regulation prohibiting minors under 16 years old from live streaming, and those aged 16 to 18 must obtain written consent from parents or guardians to broadcast [5] - The Shanghai Stock Exchange's M&A Review Committee approved China Shipbuilding's share swap merger with China Shipbuilding Industry Corporation, marking the completion of the largest absorption merger in A-shares in nearly a decade before the registration with the CSRC [5] - Ping An Life announced it continues to increase its stake in Postal Savings Bank's H-shares, surpassing 13% ownership [6] - Saily Medical reported significant uncertainty regarding the success of its therapeutic hypertension vaccine project trial [6] - Jilin Jin Kong and its concerted actions plan to acquire all issued shares of Jilin's first rural commercial bank, which intends to delist from the Hong Kong Stock Exchange [6] Industry News - The second batch of new floating rate funds has been officially submitted, with multiple fund companies including E Fund, Huatai-PB, and others applying for both market-wide and industry-specific products [4] - The Shanghai and Shenzhen Stock Exchanges revised the ETF risk management guidelines, requiring fund managers to enhance the management of ETF subscription and redemption lists [4] - New regulations for algorithmic trading will take effect on July 7, with recent rumors about high-frequency trading frequency changes being denied by several quantitative private equity firms [4] - The Civil Aviation Administration of China has established a leadership group for general aviation and low-altitude economy, focusing on development planning, market regulation, and safety supervision [2] - The Ministry of Industry and Information Technology held a meeting on the photovoltaic industry to address low-price competition and guide capacity optimization, with industry leaders supporting policy directions [2]

Group 1: Industrial Strength in Guangdong - Guangdong's production capabilities are highlighted by significant contributions to national output: 25% of new energy vehicles, 44% of industrial robots, and over 40% of smartphones [1] - The province has established nine trillion-yuan industrial clusters, including electronic information and new energy, and boasts eight national advanced manufacturing clusters [1] - Guangdong's manufacturing sector encompasses all 31 major manufacturing categories, with electronic information and automotive industries leading in scale nationally [1] Group 2: Traditional Industry Upgrades - Chaozhou Sanhuan's breakthrough in multilayer ceramic capacitors (MLCC) technology, reducing ceramic dielectric layer thickness from 5 micrometers to 1 micrometer, showcases the upgrade of traditional industries [2] - The company’s MLCC products are now widely used in consumer electronics, communications, and automotive sectors, driving revenue growth and enhancing the high-end electronic components supply chain [2][3] - Guangdong is focusing on enhancing traditional industries, with over 10,000 industrial enterprises undergoing technological upgrades last year [3] Group 3: Emerging Industries Growth - The development of low-altitude economy is evident with the introduction of various drones and flying vehicles, including a single-person jetpack and agricultural drones, which are expected to generate significant revenue [4][5] - Guangdong's low-altitude economy is valued at over 100 billion yuan, with more than 15,000 related enterprises contributing to urban governance and air traffic management [5] - The province is actively expanding its new energy vehicle and new storage industries, leveraging application scenarios for growth [5] Group 4: Robotics and AI Development - The Shenzhen Artificial Intelligence and Robotics Research Institute is advancing various robotic applications, including medical, household, and industrial robots, with over 300 patents filed since its establishment [6] - The integration of academic research and industry has led to the formation of a comprehensive smart robotics industry chain in the Pearl River Delta region [6] - By 2024, Guangdong's smart robotics industry cluster is projected to generate over 90 billion yuan in revenue, positioning it among the top in the country [6] Group 5: Future Industrial Strategy - Guangdong is committed to building a modern industrial system that enhances both traditional and emerging industries, fostering a vibrant and dynamic economic environment [7]

Group 1 - The "X-Day" event in Shenzhen showcased 7 leading companies in the low-altitude economy, covering areas such as flying cars, drone logistics, advanced flight control, and new energy aviation technology [1][3] - The event facilitated deep dialogues between over 100 top capital and industry giants, exploring the potential of the low-altitude economy, which is projected to be a trillion-dollar market [1][4] - The event featured a low-altitude racing demonstration, highlighting China's technological capabilities in this emerging sector [1] Group 2 - Eight representative companies from the low-altitude industry participated, with 7 presenting and 1 demonstrating on-site, supported by prominent venture capital firms and financial institutions [3][4] - Pacific Insurance has provided risk protection for over 5,000 enterprises and institutions, with a cumulative insurance amount exceeding 10 billion yuan, significantly supporting the drone industry's development [3] - Beijing Bank's "Leading E-loan" product has been tailored to provide financing services to drone clients, further aiding the growth of the low-altitude industry [3] Group 3 - The "X-Day" platform serves as a comprehensive technology finance service platform, connecting capital with technology and industry through a multi-faceted service approach [5][6] - Since its inception, the "X-Day" platform has hosted five themed roadshow events monthly, receiving 115 financing project applications and forming deep ecological partnerships with over 180 investment and financial institutions [6] - A total of 31 companies have participated in roadshows, with 2 signing investment agreements and 2 completing financing transactions, raising over 120 million yuan in equity financing [6]

【DT新材料】 获悉，7月4日， 普利特 公告， 预计2025年上半年归属于上市公司股东的净利润盈利20,000万 元-24,000万元，比上年同期增长38.88%-66.65%。 业绩增长主要原因是公司加大改性业务市场的开拓，推动公司改性材料业务继续增长。 在汽车领域，新增产能释 放下，推动业务稳定增长 ；在非汽车领域，受益于新客户的突破和新市场的开拓，业务增长迅速。同 时公司钠离 子电池和半固态电池产品出货增加 ，对公司半年度业绩起到积极作用。 在改性塑料方面 ，近日，公司近日宣布，与广州南沙经济技术开发区投资促进局签订投资合作协议，将在广州市 南沙区投资建设普利特塑料改性材料华南总部及研发制造基地项目。 该项目总投资10亿元，年产能预计达40万 吨，分两期建设：一期聚焦汽车线改性塑料产品，包括改性聚丙烯（PP）、聚酰胺（PA）、丙烯腈-丁二烯-苯乙 烯塑料（ABS）和聚碳酸酯（PC）合金类的塑料改性等等；二期则重点布局高端新材料，包括改性聚醚醚酮 （PEEK）、聚苯硫醚（PPS）、液晶聚合物（LCP）及碳纤维增强材料等，主要面向低空经济及人形机器人等新 兴领域 。 其中， 公司目前LCP薄膜产品已在手机 ...