来源：环球网 【环球网科技报道 记者 郑湘琪】大国重器盾构机"大湾区号"、充满未来感的飞行汽车、能耗与安全双 突破的甲醇增程动力船舶……近日，在第十七届国际交通技术与设备展览会（以下简称"国际交通展"） 上，一系列创新成果集中亮相，勾勒出中国交通领域的智慧化、绿色化未来蓝图。 当前，随着低空经济支持政策持续出台，以及相关技术不断迭代，飞行汽车从科幻照进现实。本届国际 交通展上，广汽高域展台的多旋翼飞行汽车AirCab吸引了不少观众的目光。高域相关负责人告诉记者， AirCab主要应用于低空游览的文旅出行场景，为游客提供了独特的空中视角，可深度体验自然风光与城 市魅力。 又是一架能塞进汽车后备舱的"飞机"，将在2026年正式上市并交付。 事实上，这些创新产品的落地进程也正与我国低空经济整体发展形成共振。中国低空经济联盟发布的 《低空经济发展趋势报告》显示，随着中国主要大城市的空中交通网络和地面飞行服务设施基本建成， eVTOL也将加速商业化，市场价格将逐渐降低。到2030年，中国eVTOL市场保有量有望突破10万架。 在低空经济驶入发展"快车道"的同时，我国交能融合新趋势也正迸发无限活力。本届国际交通展期间， ...

北辰区作为天津市低空经济先行试点区域，将全区近半数空域纳入低空经济发展规划，打造北辰经开区 低空经济产业高质量发展的环境，未来将形成巨大的低空经济聚集力，吸引更多低空经济产业上下游企 业落地北辰经开区，促进北辰经开区低空经济的高速发展，打造北辰经开区新的经济增长点。天津农商 银行结合天津市"低空经济示范区"规划，量身定制金融服务方案，根据企业现金流特点、抵押物状况、 风险承受力，设计灵活的融资结构，为区域经济转型升级提供了有力金融支撑。 作为天津市唯一获评"津门老字号"的金融国企，天津农商银行牢牢把握金融工作的政治性、人民性，结 合天津市委金融工作会议提出的新要求，聚焦主责主业，坚持特色经营，用更智慧、更专业、更有温度 的金融服务，答好"五篇大文章"的时代问卷，为天津实体经济高质量发展作出新贡献。（来源：天津农 商银行） 低空经济作为低空飞行活动与产业深度融合的新型经济形态，凭借其产业链条长、辐射面广、成长性高 等特点，正成为推动新质生产力发展和经济增长的重要引擎。 近日，天津市北辰区率先开展金融创新实践，天津农商银行依托该区获批的全市首个无人驾驶航空器飞 行活动资质，以牵头行身份，与中国银行共同组建天津北辰 ...

截至2025年7月10日 09:57，港股通科技ETF(159262)上涨0.10%，成分股英诺赛科涨近6%，比亚迪电 子、舜宇光学科技涨近5%，心动公司、瑞声科技跟涨。流动性方面，港股通科技ETF盘中换手1.88%， 成交2445.56万元。拉长时间看，截至7月9日，港股通科技ETF近1周日均成交3.15亿元。 指数表现方面，恒生港股通科技主题指数（「HSSCITI」）盘中一度上涨0.49%，领跑港股通互联网、 港股通科技、恒生科技等指数，同类表现最好。 规模方面，港股通科技ETF最新规模达12.95亿元。 从估值层面来看，港股通科技ETF跟踪的恒生港股通科技主题指数最新市盈率（PE-TTM）仅21.08倍， 处于近1年0.75%的分位，即估值低于近1年99.25%以上的时间，处于历史低位。 港股通科技ETF紧密跟踪恒生港股通科技主题指数，恒生港股通科技主题指数（「HSSCITI」）旨在反 映能通过港股通买卖，业务与科技主题相关的香港上市公司之表现。指数剔除了医药、汽车和家电，聚 焦TMT行业，科技属性更加纯正。 数据显示，截至2025年7月8日，恒生港股通科技主题指数(HSSCITI)前十大权重股分别为快 ...

7月10日，军工板块继续震荡回调，截至10:10，国证航天航空行业指数(CN5082)下跌0.97%，成分股方面涨跌互现，航宇科技领涨3.50%，振芯科 技上涨2.55%，迈信林、中国海防、广联航空跟涨；长城军工领跌6.40%。航空航天ETF(159227)下跌1.37%，成交额达3959万元，居同类第一。该 产品已连续10个交易日获资金净流入，合计"吸金"达2.43亿元，仅10日规模已翻倍。 东北证券表示，在当下时点,"十四五"计划进入最后一年，军工行业扰动因素已基本消除，下游需求呈恢复性增长，同时2027年建设目标迫在眉 睫，中长期目标也对行业发展提供明确指引：2035年基本实现国防和军队现代化，2050年把人民军队全面建成世界一流军队。伴随需求恢复，产 能结构逐步优化，国防军工板块有望得到大幅改善，安全边际高，具备长期成长确定性。 消息面上，中国国防部新闻发言人蒋斌表示，中方在军品出口方面一贯坚持慎重、负责的态度，愿与友好国家分享中国装备发展成果，为地区与 世界和平稳定发挥建设性作用，这预示着我国军工企业在国际军贸市场上的参与度或进一步提升，拓展营收增长空间。同时，国内在航空航天领 域动作不断，商业航天 ...

中信证券指出，稀土行业供需格局有望迎来拐点。新能源汽车、消费电子、变频空调、风电等需求有望 持续提升，机器人、低空经济和工业电机等新兴领域有望打开远期需求成长空间。 展望2025下半年，国投证券看好黄金、铜、稀土的投资机会，认为黄金有望受益于美元信用走弱和美国 降息预期增强，看好金价续创新高。铜冶炼原料供给受限，需求具备长期韧性，看好铜价中枢上移。预 计出口逐步放开、需求持续增长、供给刚性下，稀土价格有望迎来上涨。 从估值水平来看，截至6月底，中证有色金属指数市净率为2.24，位于上市以来34.45%分位点的历史较 低位置，低于中证有色金属指数上市以来周频市净率数据的中位数2.52，估值较低，配置性价比较高。 短暂休整后，再冲锋！今日（7月10日）揽尽有色金属行业龙头的有色龙头ETF（159876）红盘活跃， 场内价格现涨0.51%。成份股方面，北方稀土涨超6%，华钰矿业涨逾5%，中国稀土涨超3%，中孚实 业、中国铝业等个股跟涨。 消息面上，美东时间7月8日，特朗普在内阁会议上宣称将对所有进口到美国的铜征收50%的新关税。美 国商务部长卢特尼克表示，特朗普有意对铜征收50%关税的目的是将铜生产转移回美国国内， ...

7月8日，上海合作组织副秘书长詹内什·凯恩在开幕式上致辞。新华社记者 赵子硕 摄 新华社天津7月9日电 题：上合组织城市勾勒未来发展"三维坐标" 新华社记者梁姊 渤海之滨的天津，海河两岸的璀璨灯火尚未散去，一场以"开放包容 融合发展"为主题的上合组织 城市未来发展深度对话落下帷幕。 "世界市长对话·上合峰会城市"活动开幕式8日在天津举行，其间举办了上合组织城市市长和上合峰 会城市两场主题对话，近20位上合组织国家和城市代表各抒己见。其中，数字赋能的治理跃升、信任编 织的合作纽带、安全构筑的发展基石，是与会嘉宾为上合组织城市实现更好发展勾勒的"三维坐标"。 硬件和技术互联互通之上，信任才是数字时代的隐形基础设施。乌兹别克斯坦中亚国际研究所副所 长舍尔佐德·法伊济耶夫介绍，信任和扩大信任的程度，与国民经济等经济指标增长呈正相关。这一观 点引发了与会嘉宾的共鸣。他们普遍认为，上合组织国家之间的信任不仅来源于开放透明的互动，更扎 根于文化上的相知相亲。 在采访中，吉尔吉斯斯坦世界政治研究所所长舍拉迪尔·巴克特古洛夫笑称自己"长得和中国北方人 很像"。他表示，中吉两国不仅有共享的山川与河流，根据中国历史记载，两国的文化 ...

Core Viewpoint - The development of the drone and general aviation industry in Zigong has been accelerated, with significant investments and strategic initiatives aimed at establishing a comprehensive industrial ecosystem and achieving substantial economic growth by 2035 [5][6][9]. Summary by Sections Achievements - The introduction of various enterprises such as the Civil Aviation Flight University of China and AVIC Drone has led to the formation of a complete industrial chain covering manufacturing, education, maintenance, and services [4]. - A total of 26 medical supply transport routes, 2 low-altitude food transport routes, and 3 large drone cargo transport routes have been established, along with 8 types of services including cross-regional weather modification and emergency communication rescue [4]. - Zigong has been selected as one of the first provincial-level strategic emerging industry clusters, innovation industry clusters, and advanced manufacturing industry clusters, becoming a key area for low-altitude economic development in the province [4]. Goals - By 2027, the aim is to cultivate over 3 globally competitive leading enterprises in the drone industry, achieve a production capacity of over 2,000 large and medium-sized drones, and train over 10,000 professionals in low-altitude economy [5]. - The scale of the drone and general aviation industry cluster is expected to exceed 50 billion by 2030 and 100 billion by 2035 [5]. Development Strategy - The establishment of a specialized drone manufacturing base in Zigong has been a strategic move to attract leading enterprises, with a focus on providing essential resources such as airspace and runways [6]. - The construction of a 2,500-meter runway was expedited from a planned 3-year timeline to just 8 months, facilitating the establishment of a drone production base with a total investment of 10 billion [6]. Industrial Ecosystem - The integration of various enterprises within the Zigong Aviation Industrial Park allows for a complete supply chain, significantly reducing costs and enhancing operational efficiency [7]. - The park has expanded its factory area from 20,000 square meters to 120,000 square meters over the past decade, with plans for an additional 70,000 square meters this year [8]. Application Scenarios - Drones are being utilized in agriculture for tasks such as planting and pesticide spraying, demonstrating significant efficiency improvements compared to traditional methods [9]. - In healthcare, drones can deliver blood supplies within 6 minutes, and they have improved logistics in remote areas, reducing delivery times from over an hour to just 5 minutes [10]. - The expansion of low-altitude economic applications is seen as crucial for further development, with plans to enhance services in short-distance transport, tourism, logistics, meteorological monitoring, and emergency rescue [10].

鹏城低空赛事总监王洪超表示，教育部白名单赛事是衔接"人才链"与"产业链"的关键纽带，既为青少年 提供接触无人机等尖端科技、锤炼实操能力的实战平台，更是发掘和培养未来飞手人才的重要通道，也 为教培机构提供检验教学成果、对接产业需求、提升专业服务能级的核心场景。 有培训必有竞赛，有认证才能进阶，通过赛事检验培训成果，以认证体系推动技能进阶，华强北将培训 体系与赛事体系深度绑定，形成"以赛促训、以训带赛"的良性循环。通过定期举办低空竞技赛事，吸引 全国优秀飞手集聚，进而带动无人机研发、制造、服务等产业链上下游联动，最终形成"人才集聚-产业 升级-经济增效"的可持续发展链条。 三圈融合："热带雨林式"生态 深圳占据全国90%的消费级无人机市场份额和60%的工业级产能。 通讯员供图 南都讯 记者林敏儿 通讯员黎津慧 近日，粤港澳大湾区低空经济无人机协会在深圳华强北近零碳公园举 办"智启蓝天·创想未来"鹏城低空白名单赛事公益培训研讨会。活动吸引了大湾区100余家教育培训机 构、行业专家及媒体参与，聚焦如何将华强北低空经济产业带资源优势转化为飞手竞培的新优势，现场 举行签约授牌仪式，首批20家优质教培机构获授"白名单赛事培 ...

Group 1 - The 2025 International Low Altitude Economy Expo will be held from July 23 to 26, covering an area of 60,000 square meters and expecting over 50,000 visitors [1] - Nearly 300 exhibitors, including well-known companies such as DJI, Puzhou, and China Post Express Logistics, will participate in the expo [1] - The number of low-altitude economy enterprises has rapidly increased, with 4,885 companies established in 2024 and 4,356 in the current year, nearing last year's total [1] Group 2 - The low-altitude economy in China reached a scale of 505.95 billion yuan in 2023, with a growth rate of 33.8%, and is expected to exceed 1 trillion yuan by 2026 and reach 2 trillion yuan by 2030 [2] - The civil drone industry in China reached a scale of 117.43 billion yuan in 2023, with consumer drones holding 74% of the global market share and industrial drones over 55% [2] - Low-altitude economy concept stocks have shown an average increase of 10.15% this year, with notable performers including Aerospace Nanhu and Tianshan Electronics, with increases of 123.65% and 87.15% respectively [2] Group 3 - Zongshen Power has forecasted a net profit of 479 million to 564 million yuan for the first half of the year, representing a year-on-year growth of 70% to 100% [3] - The median rolling price-to-earnings ratio for low-altitude economy concept stocks is 56.96 times, with only a few stocks, such as Design Institute and China Communications Design, having a rolling P/E ratio below 20 times [3] - 34 low-altitude economy concept stocks have been investigated by institutions this year, accounting for nearly 50% of the total, with nine stocks receiving over 100 institutional inquiries [3] Group 4 - Zhongke Chuangda has accumulated relevant technology in the low-altitude economy field, including IoT sensors, communication technology, and advanced navigation algorithms [4]

Group 1: Drone Industry in the Greater Bay Area - The demand for drone assembly and testing positions in the Greater Bay Area has increased by 166.4% year-on-year as of the first half of 2025 [1] - The demand for drone engineers has also seen a significant rise of 57.5% [1] - Continuous upgrades in drone technology and the expansion of application scenarios are driving this surge in job demand [1] Group 2: National Debt Issuance in Macau - The Ministry of Finance will issue 60 billion RMB in national bonds in Macau on July 16, marking the fourth consecutive year of such issuances [2] - This issuance aims to enhance the regular issuance mechanism and provide safe investment options for investors [2] - The move is expected to attract international investors and promote the development of Macau's offshore RMB market [2] Group 3: Elderly Products Industry in Guangdong - Guangdong's elderly products industry achieved a revenue of 655.1 billion RMB in 2024, reflecting a year-on-year growth of 10.2% [3] - The province has 6,814 large-scale elderly products enterprises, covering various sectors such as medical devices and nutritional products [3] - Guangdong's advantages in manufacturing costs and technological innovation are driving growth in the silver economy [3] Group 4: BYD's Automotive Export - BYD's "Shenzhen" automobile transport ship has set sail for Europe carrying over 6,800 electric vehicles [4] - Among the exported vehicles, over 1,100 are from the Song series produced in the Shenzhen area [4] - The "factory-to-port" model allows for rapid transition from production to shipping, highlighting the efficiency of the Shenzhen manufacturing hub [4] Group 5: Shenzhen Stock Market Update - The Shenzhen Component Index closed at 10,581.80 points, down 0.06% [5] - Notable gainers included New City with a price of 17.86 RMB, up 20.03%, and Tongguan Copper Foil at 20.26 RMB, also up 20.02% [6] - Decliners included *ST Zitian at 4.47 RMB, down 20.04%, and Baoming Technology at 63.52 RMB, down 10% [6]