1月8日早盘，商业航天+卫星概念加持的通用航空再度走强，航天电子、光威复材携手拉升10%，航天 宏图大涨7%，航天环宇、西部超导、应流股份涨超5%。一键布局商业航天+卫星导航+低空经济+大飞 机的通用航空ETF华宝（159231）昨日止步8连阳后今日再度上涨，场内现涨2.16%！资金加速流入， 实时净申购1000万份！此前已连续5日获资金净买入合计2647万元。 | 综合屏 F9 前震权 超级叠加 面线 工具 份 (7 >> 日 周月 · | | | | | | 通用航空ETF华富 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 数0.710 幅2.16%(0.015) 开0.689 高0.710 低0.689 均0.695 畳 0.5991 MA120 0.5991 2025/09/04-2026/01/08(83日)▼ al | ન્ઝ | | 0 7 1 0 +0.015 +2.16% | | | 159231 | | | | | | | SZSE CNY 10:29:12 交易中 查看L2全国 | | | | | 10 | ...

Core Viewpoint - CITIC Offshore Helicopter Co., Ltd. has shown a positive stock performance with a 2.55% increase on January 8, 2025, and a total market capitalization of 16.547 billion yuan, indicating strong investor interest and potential growth in the aviation sector [1]. Financial Performance - For the period from January to September 2025, CITIC Offshore Helicopter achieved a revenue of 1.633 billion yuan, reflecting a year-on-year growth of 9.05%. The net profit attributable to shareholders was 245 million yuan, marking a significant increase of 25.53% compared to the previous year [2]. - Cumulative cash dividends since the company's A-share listing amount to 911 million yuan, with 260 million yuan distributed over the last three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders decreased to 125,000, a reduction of 8.95%. The average number of tradable shares per shareholder increased by 9.82% to 6,208 shares [2]. - The top ten circulating shareholders include notable entities such as Southern CSI 1000 ETF and Hong Kong Central Clearing Limited, with some shareholders reducing their holdings [3].

Core Insights - Shenzhen's foreign trade continues to show steady progress in 2026, with emerging industries, particularly the low-altitude economy, becoming a new engine for export growth [1][11] - The Qianhai-Shekou low-altitude economy pilot zone serves as an international drone testing center and a key window for Shenzhen's low-altitude economy products to enter global markets [1][3] Export Growth - The export scale of low-altitude economy products is continuously expanding, becoming a new highlight in foreign trade [3][5] - Various types of drones, including logistics, cargo, and competition models, are gaining prominence in foreign trade [5] - A drone known as the "air bike" has received 40 orders from over 10 countries and regions, with an additional 200 intention orders [7] - A multi-passenger drone, referred to as the "air bus," has received over a thousand intention orders domestically and internationally, with applications in tourism, short-distance commuting, and industrial inspections [9] Industry Development - Shenzhen's low-altitude economy companies are not only focusing on product exports but also promoting the entire industry chain overseas through technology output, standard co-construction, and scenario cooperation [9][11] - According to Shenzhen Customs, in the first 11 months of 2025, exports of high-tech products exceeded 1.15 trillion yuan, a year-on-year increase of 9.5%, with low-altitude economy-related products being a significant growth point [11] - Many companies are experiencing a continuous increase in overseas orders, with production lines operating at full capacity, and a substantial growth in low-altitude economy exports is expected this year [11]

Core Viewpoint - Jiangshun Technology's stock has shown significant growth in early January 2025, with a year-to-date increase of 29.48% and a 55.97% rise over the past 60 days, despite a decrease in revenue and net profit for the first nine months of 2025 [1][2]. Group 1: Stock Performance - On January 8, Jiangshun Technology's stock price increased by 7.25%, reaching 100.68 yuan per share, with a trading volume of 1.17 billion yuan and a turnover rate of 7.90% [1]. - The company's stock has risen 29.48% year-to-date, 35.07% over the last five trading days, 50.49% over the last 20 days, and 55.97% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Jiangshun Technology reported operating revenue of 713 million yuan, a year-on-year decrease of 13.68%, and a net profit attributable to shareholders of 65.45 million yuan, down 40.15% year-on-year [2]. - Cumulative cash dividends since the company's A-share listing amount to 48 million yuan [3]. Group 3: Shareholder Information - As of September 30, 2025, Jiangshun Technology had 6,896 shareholders, a decrease of 5.12% from the previous period, with an average of 2,175 circulating shares per shareholder, an increase of 5.39% [2]. - Among the top ten circulating shareholders, Xingshan Heyuan Two-Year Holding Mixed A (011338) is the sixth largest, holding 207,800 shares as a new shareholder [3]. Group 4: Business Overview - Jiangshun Technology, established on October 19, 2001, and listed on April 24, 2025, is located in Jiangyin City, Jiangsu Province, and specializes in the research, design, production, and sales of aluminum profile extrusion molds and accessories, supporting equipment, and precision mechanical components [1]. - The main business revenue composition includes aluminum profile extrusion molds and accessories (41.78%), supporting equipment (37.87%), precision mechanical components (15.03%), and other businesses (5.31%) [1].

人民财讯1月8日电，中共合肥市委发布关于制定合肥市国民经济和社会发展第十五个五年规划的建议， 其中指出，聚力推动创新性强、成长性高的新兴产业加快突破、提升能级。人工智能产业，优化"基础 研究—技术攻关—产业应用"的软硬件一体生态，强化算力、数据等基础支撑，构建开源大模型产业生 态矩阵，在科研、教育、医疗、城市治理、招投标等领域打造全国领先的解决方案与应用标杆。低空经 济产业，推进海陆空无人空间体系建设，加快无人机和电动垂直起降飞行器制造、低空智联设备设施、 起降基础设施、低空检测等领域发展，布局物流配送、应急救援、低空旅游、立体交通、智慧巡检等应 用场景。商业航天产业，加快巨型星座组网建设，布局可回收复用液体火箭、差异化小火箭等整机产品 和卫星服务网络，推动通导遥、空天地信息网络一体化发展。安全应急产业，以城市生命线安全工程建 设为牵引，做强传感设备和专用机器人制造、专业技术服务等，建设智慧运营平台系统。生物医药和高 端医疗器械产业，加快高端医疗器械、高端制剂、前沿药物等领域研发及产业化，推进大健康全产业链 融合发展。 ...

如今，国产飞行器越来越酷，也越来越强——截至2025年12月30日，已有1081家企业完成登记注册，备 案产品3623种、超529万架。据中国民航局预测，2025年，中国低空经济市场规模达1.5万亿元，2035年 有望突破3.5万亿元。 （文章来源：央视新闻客户端） 放眼全球，国产装备更是实力抢镜！广东消费级无人机拿下全球七成市场，工业级无人机占半壁江山， 农业无人机更是飞遍百余个国家和地区，销量领跑。 未来"打飞的"、快递从天而降的生活还有多远？新年伊始，上海就率先按下加速键。1月4日，上海宣 布：到2028年，上海低空经济核心产业规模达到800亿元左右，形成低空新型航空器完整产业链体系， 建设低空经济国家先进制造业集群，加快迈向比较优势凸显的"世界eVTOL之都"。 ...

"粤港澳大湾区既是国家改革开放的前沿阵地，也是前景无限的新兴产业低空经济的发展高地。"在近日 于广东广州举行的2025粤港澳大湾区低空经济高质量发展大会上，中国工程院院士、空中交通管理系统 全国重点实验室主任陈志杰说。 一批给力新政发布，一批项目签约达成，一批科技新品亮相……会议期间，大湾区多个城市的低空产业 主管单位、重点企业及行业协会深入交流合作，协力构建立体化、网络化的低空经济产业生态圈。 飞行器纷亮相 手机点单，几分钟后外卖从天而降——在广州，这样的画面已经从想象走进现实。但这并不是低空经济 的全貌。大会期间，各式各样的飞行器作为低空经济的"领衔主演"集中亮相，让参观者对何谓低空经济 有了更直观的了解。 顺丰的丰翼方舟40无人机是穿梭于海岛风电场的"运维补给员"；AW119医疗直升机是连接急救现场与医 院的"空中生命线"；山河星航的无人机消防一体机可升至200米高度长时间稳定作业；能"装进后备 箱"的小鹏分体式飞行汽车打开了"空陆一体"出行的想象；亿航智能的EH216-S载人航空器，勾勒出未 来城市空中交通的轮廓…… 飞行器有序穿梭天际的背后，是智能平台的监控和调度。大会现场展示的大疆农业无人机与重型 ...

英国《经济学人》 2025 年 12 月 30 日文章，原题：飞行汽车、量子计算和核聚变有什么共通之处？ 一些 充满"未来感"的前沿科技开始进行商业模式的转化，科幻小说中天马行空的未来都市终于照进现实。曾 几何时，飞行汽车一直被视作"白日梦"，然而随着量子计算和核聚变两项技术突飞猛进、逐渐摆脱前沿 科技"遥不可及"的刻板印象，飞行汽车也正在"腾空起飞"。 飞行汽车未来 " 已来 " 19世纪末，世界进入汽车时代，欧洲的未来学家们开始畅想一种能够自由翱翔于天际的汽车，它一直是 人类的梦想。在经历一次又一次失望后，梦想家们终于"梦想成真"了，低空经济化作新经济蓝海，以 eVTOL（电动垂直起降飞行器）为代表的新型航空器成为全球低空经济角逐的焦点。美国eVTOL企业 乔比航空计划于2026年年初在阿联酋迪拜推出"空中出租车"服务，也希望尽快在美国本土开展业务。 对一些投资者和消费者而言，飞行汽车的未来"已来"。乔比航空及多家主要上市竞争对手的总市值已达 200亿美元，是2024年9月的3倍多。中国一家eVTOL制造商的市值正在快速飙升，从一年前的60亿美元 增长到120亿美元，已超过自1898年以来开始生产汽车的法 ...

（来源：南京晨报） 转自：南京晨报 今年是实施"十五五"规划的开局之年，也是迈向全面建设社会主义现代化国家新征程的关键一年。记者 从昨日召开的南京市栖霞区十九届人大第五次会议上获悉，2026年，栖霞区将因地制宜、稳扎稳打，重 点做好八个方面工作，一项一项抓好落实，确保"十五五"开好局、起好步。 建强壮大先进制造业 打造一流营商环境 全面落实政企常态化沟通交流机制，加大创新型、成长型民营企业发现培育力度，对企业诉求全程响 应、闭环解决。纵深推进"高效办成一件事"改革，优化重大项目代办服务机制，加快基层高频事项 向"一平台"归集整合。深化金融赋能，优化产业基金运作，设立先进制造、脑机接口等子基金，谋划布 局人工智能、航空航天等战略性新兴产业和未来产业基金，力争新增上市企业2家。 坚决筑牢生态文明基底 牢固树立和践行"绿水青山就是金山银山"理念，严格落实长江大保护，推进长江十年禁渔，强化生态环 境分区管控和入河排污口长效监管，确保省考断面、饮用水水源地水质100%达标。加强重点区域VOCs 综合治理，推进低效设施升级、源头替代治理、老旧移动源淘汰，全力完成PM2.5、优良天数比率市定 目标。实施营造林1600亩。强 ...

未来五年江苏出行将有何种新图景？是跨越长江天堑愈发便捷，是高铁网络将更多城镇纳入"同城生活 圈"，还是在城市低空体验"打飞的"的科幻感？1月7日，江苏交通运输工作会议在南京召开，勾勒出"十 五五"时期江苏交通运输现代化建设的清晰路径与开局之年的施工图。记者从会上获悉，未来五年江苏 交通固定资产投资规模超过"十四五"时期（1万亿元），一批关乎市民日常出行的重大项目将取得实质 性进展。 京沪高速广靖段 今年完成改扩建 2026年，京沪高速公路广陵枢纽至靖江枢纽段扩建工程、东台至兴化高速公路将率先建成。顺接宁扬长 江大桥的南京都市圈环线338省道至沪蓉高速段、连霍高速林东枢纽至苏皖省界段、盐城至靖江高速公 路扩建工程、沈海高速赣榆至灌云段扩建等一批项目开工建设。 江阴靖江长江隧道、南京建宁西路过江通道今年通车 苏通二、锦文路过江通道开工在即 过江通道是化解长江天堑阻隔、促进两岸融合发展的生命线。未来五年，将加快拥堵过江通道分流路径 建设。到2030年，全省累计建成的过江通道将达到28座，较2025年底将新增7座，长江两岸发展再深 融。 备受关注的几条关键通道建设也明确了时间表。根据部署，2026年，江阴靖江长江隧道 ...