低空行业政策前瞻 20260106 摘要 低空经济顶层设计由中央空管委、发改委低空经济司和公安部负责，上 海政策文件层级较低。800 亿产值目标需谨慎乐观，需 80 亿投入支撑， 目前尚缺乏现实依据。 对 eVTOL 无人机等产业最高 1 亿元支持，对中大型航空器而言只是杯 水车薪，从生产到适航需数十亿资金，需更多耐心和更大投入。 上海重视中大型无人机领域，但受政策和技术限制，应用场景受限，难 以量产。海南丰飞和沃兰特跨海试验仅是第一步，商业化仍需时日。 低空经济发展缓慢，因管理层和行业从业人员尚未完全理解。国家高度 重视并决心推动，但需解决管理层和行业从业人员的认知问题。 空域资源释放和安全是核心堵点，公众对低空飞行安全性存在恐惧，需 提升认知和心理建设。跨部门利益博弈和各省信息封锁是主要阻碍。 不应仅关注低空数据本身或安全问题，应随着产业发展逐步解决飞行场 地和飞行条件，再谈数据汇集和应用。数据清洗困难，错误数据可能导 致灾难性结果。 低空经济未来依赖 00 后、10 后，小型飞行器可将人从危险环境中解脱， 改变各行业生产作业模式，投资者应关注技术创新和进步。 Q&A 上海近期发布的支持低空经济的政策中提 ...

扬子晚报网1月7日讯(记者王夕悦)北京时间1月7日，"南京时刻"闪耀美国拉斯维加斯消费电子展(CES)。在这场被称为"全球科技春晚"的盛会上，来自中国 南京的快轮智能科技有限公司(以下简称"快轮科技")在出海赛道最新成果亮相——全球首发其超轻型载人飞行器X4。该产品将"空中轻出行"带入大众视 野，以3.99万美元(约合人民币28.9万元)限时售价及免飞行驾照的特点，引得海外参展观众围观赞叹："飞行竟像开车一样简便了！" 如今，快轮科技正从产品创造者，悄然升级为行业规范贡献者。2025年，快轮科技入选为中国《智能超轻型飞行器安全技术规范》核心起草单位，将在产 业实践中验证的技术标准与安全理念转化为标准规范。此次X4飞行器的诞生与出海，正是本土企业攻克核心算法和轻量化材料等关键技术的成果。 快轮科技载人飞行器X4在CES首发 这款飞行器如同一只轻盈而强健的机械飞鸟：具备6级抗风能力，采用稳定的四轴八桨设计，在75公斤的标准载荷下可续航20分钟。最巧妙的是，其63英 寸的桨叶折叠收拢后体积仅1.2立方米，能轻松塞进一辆皮卡的后备箱，甚至支持车载充电。这意味着，用户可以像携带一艘小艇或一辆越野自行车那样 轻装出行，开 ...

目前，嵊泗县低空飞行服务基础设施建设尚处于起步阶段，缺乏综合性服务中心。该项目建成后， 将有力完善当地低空服务基础设施网络，提升低空飞行服务供给能力与运行效率，为低空经济、无人机 物流、医疗救援、应急救援等领域提供坚实可靠的支撑，进一步助力区域产业升级与社会民生保障。 （记者 胡园园 通讯员 陈科瑜） 日前，记者从嵊泗县交通运输局获悉，嵊泗县低空飞服中心建设工程已进入施工准备阶段，预计今 年底完成主体结构施工。 据介绍，该工程位于菜园镇中心渔港南港区，用地面积为5358平方米。项目将新建1栋飞服中心及1 栋水泵房，总建筑面积为2742.3平方米。飞服中心为二层建筑，一层规划为无人机库及设备用房，二层 为办公区域。整体建筑造型以现代风格为主，外立面采用幕墙与格栅结合设计，配以仿金属漆墙面，整 体呈现简约、大气的形象。 ...

Core Viewpoint - Xiangdian Co., Ltd. has shown a positive stock performance with a year-to-date increase of 3.61% and significant gains over the past 5 days (12.53%) and 20 days (21.11%) [1] Group 1: Stock Performance - As of January 7, the stock price of Xiangdian Co., Ltd. reached 16.35 yuan per share, with a market capitalization of 24.129 billion yuan [1] - The trading volume was 2.57 billion yuan, with a turnover rate of 1.22% [1] - The company experienced a net outflow of main funds amounting to 8.1615 million yuan, with large orders showing a buy of 49.227 million yuan and a sell of 46.894 million yuan [1] Group 2: Financial Performance - For the period from January to September 2025, Xiangdian Co., Ltd. reported a revenue of 3.691 billion yuan, reflecting a year-on-year growth of 4.92% [2] - The net profit attributable to shareholders was 201 million yuan, marking a year-on-year increase of 19.53% [2] Group 3: Shareholder Information - As of December 19, the number of shareholders for Xiangdian Co., Ltd. was 60,100, a decrease of 2.88% from the previous period [2] - The average number of circulating shares per shareholder increased by 2.96% to 22,047 shares [2] - The top ten circulating shareholders include notable institutional investors, with changes in holdings observed among several entities [3]

Group 1 - The core viewpoint of the news is that Beidou Star Communication has shown significant stock price increases and trading activity, indicating strong market interest and potential growth in the company [1][2]. - As of January 7, Beidou Star Communication's stock price increased by 29.25% year-to-date, with a notable rise of 40.75% in the last five trading days and 94.95% over the last 60 days [1]. - The company has been active in the market, appearing on the "Dragon and Tiger List" twice this year, with the latest instance on January 6, where it recorded a net buy of 4.53 billion yuan [1]. Group 2 - Beidou Star Communication operates in the defense and military electronics sector, with its main business activities including chip and data services, navigation products, and automotive electronics [1][2]. - For the period from January to September 2025, the company achieved a revenue of 1.507 billion yuan, reflecting a year-on-year growth of 41.77%, and a net profit of 18.11 million yuan, which is an increase of 128.44% compared to the previous year [2]. - The company has distributed a total of 414 million yuan in dividends since its A-share listing, with 80.78 million yuan distributed over the last three years [3]. Group 3 - As of September 30, 2025, the number of shareholders for Beidou Star Communication was 111,000, showing a slight increase of 0.26% from the previous period [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited being the fourth largest, holding 8.36 million shares, an increase of 318,200 shares from the previous period [3]. - The company is associated with various concept sectors, including low-altitude economy and carrier industry, indicating its diverse market engagement [2].

Core Insights - Wuhan is entering a new phase of development, with a consensus among representatives that the city has opened a new upward channel and is in a golden period of growth [4] - The focus is on enhancing urban capabilities through new consumption models and regional collaboration, particularly in low-altitude economy and AI integration [5][6] Urban Development and Economic Strategy - Urban capability enhancement is linked to expanding spatial and structural dimensions, with "internal demand" providing depth and "collaboration" extending reach [5] - The low-altitude economy is seen as a key breakthrough for expanding internal demand, with Wuhan's unique resources and infrastructure supporting this growth [5] - Proposals include establishing a permanent site for the World Flying Conference and developing a "World Flying Valley" in Wuhan Economic Development Zone [5] Innovation and Technology - AI is identified as a core driver for internal demand and innovation, with suggestions to focus on key areas like low-altitude economy and to create a list of AI-enabled super scenarios [6][7] - The need for advanced infrastructure to support innovation is emphasized, with calls for a collaborative network for AI results transformation across the city [7] Private Sector and Industrial Strength - The private economy is crucial for enhancing industrial capabilities, with representatives highlighting the importance of private enterprises in driving innovation and resilience [8] - Companies like Yifei Laser are leading in high-end laser equipment, emphasizing the need for collaborative innovation platforms to strengthen industrial clusters [8] - The smart connected vehicle sector is also highlighted, with companies like Huali Zhixing playing a significant role in developing intelligent transportation solutions [9] Innovation as a Competitive Edge - The ability to make innovation a core competency is seen as vital for Wuhan's competitive positioning [10] - Companies like BOE Technology Group are recognized for their contributions to smart manufacturing and are encouraged to deepen collaboration between industry and academia [10] - The focus is on creating a local supply chain ecosystem and promoting green manufacturing standards to enhance the city's industrial advantages [10] Collaborative Development and Market Expansion - Longying Tong Optical is noted for its impressive growth and is advocating for collaborative development across the supply chain to enhance competitive advantages [11] - The company aims to leverage research partnerships to drive innovation in specialized optical fibers for applications in autonomous driving and aerospace [11]

新年伊始，山东各地抢时争速抓项目，一个个施工现场"热气腾腾" 项目建设提速，奋战首季"开门红" 新年伊始，山东各地项目建设全面提速。在聊城位山灌区，施工人员正在对渠道进行冬季维护，通 过铺设棉被、搭设暖棚等保暖措施确保工程质量；在津潍高铁东营南站，重达1400吨的钢屋盖刚刚完成 精准跨越，项目建设取得关键突破；在枣庄，无人机遥感网运营中心正式揭牌，无人机常态化巡飞系统 投入运行。 "除了铺设棉被、毛毡，我们还有多种'保暖'妙招，比如正在修建的狮子宋泵站，如果温度持续降 低，我们将考虑在泵站施工工作面搭设暖棚，配备热风炮等设备以确保温度适宜。"题兴银补充道。 位山灌区续建配套与现代化改造工程（2025年）是国家第三批"两重"建设项目之一，不同于以往聚 焦骨干渠道，该项目重点从分干渠向下游末级渠道延伸，着力破解输水"最后一公里"难题。聊城市位山 灌区管理服务中心党委书记、主任江崇海表示，目前各施工现场正开足马力抢抓工期，力争春灌前全部 具备通水条件。 "钢铁翅膀"毫米级跨越 1月4日，津潍高铁东营南站建设现场传来捷报。历经约2小时的精稳顶推，最后一块重达1400吨、 跨度195米的巨型钢屋盖单元，如同展开的"钢铁 ...

1月6日，"新春走基层"媒体调研行黄埔低空经济专场在广州市黄埔区开展。图为亿航智能的长航程无人 驾驶载人航空器VT35吸引媒体关注。中新社记者 陈楚红 摄 1月6日，"新春走基层"媒体调研行黄埔低空经济专场在广州市黄埔区开展。图为亿航智能的无人驾驶消 防航空器EH216-F吸引参观者。中新社记者 陈楚红 摄 来源：中国新闻网 1月6日，"新春走基层"媒体调研行黄埔低空经济专场在广州市黄埔区开展。图为大湾区(黄埔)低空经济 产业创新中心的黄埔区低空交通管理服务平台(测试)吸引媒体拍摄。中新社记者 陈楚红 摄 1月6日，"新春走基层"媒体调研行黄埔低空经济专场在广州市黄埔区开展。图为亿航智能的无人驾驶载 人航空器EH216-S吸引参观者体验。中新社记者 陈楚红 摄 1月6日，"新春走基层"媒体调研行黄埔低空经济专场在广州市黄埔区开展。图为亿航智能的长航程无人 驾驶载人航空器VT35吸引记者参观体验。中新社记者 陈楚红 摄 1月6日，"新春走基层"媒体调研行黄埔低空经济专场在广州市黄埔区开展。图为亿航智能的无人驾驶载 人航空器EH216-S吸引参观者体验。中新社记者 陈楚红 摄 1月6日，"新春走基层"媒体调研行黄 ...

安伟指出，低空经济是未来产业发展的一片蓝海，是培育新质生产力、抢占未来产业制高点的重要 赛道。要深化思想认识，结合市委"1+7+7+7"工作部署，抢抓战略机遇，加快把资源优势转化为发展优 势，着力打造具有全国影响力的低空经济产业发展示范区，为郑州"十五五"时期高质量发展提供强大助 力。 安伟强调，要坚持"顶天""立地"，深化研究国家政策导向，谋深谋实全产业链发展目标，扎实推进 重点任务举措，着力搭建高能级发展平台，加快低空经济高质量发展。要统筹体系化规划，结合郑州区 位交通、产业基础、空域资源等优势，科学编制低空经济发展规划，明确发展定位和实施路径，绘 好"路线图""施工图"。要突出战略性布局，围绕研发制造、运营服务、基础设施、空域管理等关键环 节，分阶段、分步骤制定行动方案，加快构建完整产业生态链；远近结合，积极引育龙头企业、高端研 发机构和专业人才，加快推动高水平产业园区建设，形成特色鲜明、优势突出的产业集群。要强化一体 化推进，坚持全市"一盘棋"，健全市级专班工作机制，加强要素保障，凝聚齐抓共管工作合力。要推动 差异化发展，立足各开发区、区（市）资源禀赋和特点特色，因地制宜明确主攻方向，构建错位发展、 ...

Core Insights - The year 2025 marks the end of the "14th Five-Year Plan" and the beginning of the "15th Five-Year Plan," focusing on industrial and corporate development in China, with an emphasis on emerging fields such as artificial intelligence, low-altitude economy, quantum technology, humanoid robots, and industrial mother machines [1] Artificial Intelligence - The fourth technological revolution is driven by artificial intelligence, with 29 provinces prioritizing "artificial intelligence" in their 2025 work plans, aiming for deep integration with traditional industries [2] Low-altitude Economy - The low-altitude economy is becoming a competitive arena globally, with 30 provinces including it in their 2025 government work reports, exploring differentiated development paths based on regional characteristics [3] Quantum Technology - Quantum technology is a key focus in the "15th Five-Year Plan," seen as essential for fostering new productive forces and high-quality development, with cities like Hefei, Beijing, and Shanghai leading the way [4] Humanoid Robots - Humanoid robots are recognized as one of the "Top Ten Engineering Achievements of 2025," representing a fusion of artificial intelligence and advanced manufacturing, with significant development in regions like Beijing-Tianjin-Hebei, Yangtze River Delta, and Pearl River Delta [5] Industrial Mother Machines - Industrial mother machines are crucial for manufacturing competitiveness, with the "15th Five-Year Plan" advocating for breakthroughs in key technologies, showing regional clustering in areas like the Yangtze River Delta and Pearl River Delta [6] AI Large Models - 2025 is a pivotal year for AI large models, with 611 generative AI services registered as of November 1, showcasing a pyramid distribution across provinces [7] Embodied Intelligence - Embodied intelligence is highlighted in the government work report for the first time, with various policies being introduced to accelerate its development, attracting global tech companies [8] Additive Manufacturing - Additive manufacturing is rapidly integrating into China's economy, with significant clustering in regions like Beijing-Tianjin-Hebei, Yangtze River Delta, and Pearl River Delta, alongside emerging hubs in central and western regions [9][10] Computing Power - Computing power is deemed essential in the digital economy, with regions actively developing resources to transform potential into high-quality growth, supported by the "East Data West Computing" initiative [11] High-end Medical Devices - The high-end medical device sector is experiencing rapid technological advancements and industrial upgrades, driven by geopolitical tensions and tariff escalations, with a focus on innovation and domestic substitution [12] Financial Services in Technology - The company has established technology finance service platforms in multiple provinces, supporting technology-based enterprises with significant loan disbursements, exemplified by nearly 80 billion yuan in loans in Hubei [14]