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成都推出无人机常态化展演项目
Zhong Guo Jing Ji Wang· 2026-02-11 08:04
在项目发布会现场,"欢乐天际线"与包括中国电信(601728)、中国石油等在内的8家"天空合伙人"完 成了意向合作签约,业务范围覆盖科技、出行等多个领域。春节期间,"欢乐天际线"无人机大秀将与成 都欢乐谷"新春抓马乐园"春节特别活动深度融合,共同呈现一场集非遗打铁花、科技光影、巡游互动于 一体的新春盛宴。 2月10日,成都市"欢乐天际线"无人机常态化展演项目正式启动。该项目致力于打造目前全国唯一的365 天常态化无人机展演品牌,让科技艺术成为成都夜空可预期、可陪伴的日常风景,标志着成都从"低空 经济"的竞争者,迈向了"常态化商业运营"的先行者。 "欢乐天际线"项目通过常态化运营与资源整合,大幅降低了体验门槛,不仅提供极具竞争力的定制化服 务,更开放免费公益名额,让普通市民也有机会拥有属于自己的"天空时刻"。无论是品牌宣传、企业营 销,还是节日祝福,都能以更亲民的方式实现。 ...
博时市场点评2月11日:两市涨跌不一,创业板跌超1%
Xin Lang Cai Jing· 2026-02-11 08:02
【博时市场点评2月11日】两市涨跌不一,创业板跌超1% 每日观点 今日沪深三大指数涨跌不一,创业板指跌超1%,两市成交较昨日继续缩量至略过2万亿。央行发布2025 年第四季度货币政策报告,重申继续实施适度宽松的货币政策,灵活运用多种工具保持流动性充裕,为 A股奠定了较为稳定的宏观流动性基础。同时提出将常态化开展国债买卖操作,关注长期收益率的变 化。政策核心是完善流动性管理框架、加强政策协同,而非直接进行大规模量化宽松。同时,报告表述 的细微变化显示政策更注重"精准滴灌",短期降息概率或有所降低。1月物价数据公布,核心CPI温和上 涨的态势没有改变,PPI环比继续上涨,同比降幅延续收窄。数据释放了工业生产与居民消费两端动能 边际改善的积极信号,有助于提振企业盈利预期和整体市场信心。从当前市场行为看,资金或逐步从宏 观预期转向微观验证,市场整体有望在业绩验证中延续结构性行情。 2月10日,工业和信息化部等五部门联合发布《关于加强信息通信业能力建设 支撑低空基础设施发展的 实施意见》。文件设定了明确的发展目标:到2027年,全国低空公共航路地面移动通信网络覆盖率不低 于90%。为此,文件部署了推进低空通信网络覆盖、 ...
五部门发文支持低空基建发展,关注通用航空ETF易方达(159255)等产品投资机会
Mei Ri Jing Ji Xin Wen· 2026-02-11 07:12
每日经济新闻 (责任编辑:张晓波 ) 昨日,工信部等五部门办公厅发布《关于加强信息通信业能力建设 支撑低空基础设施发展的实施 意见》,其中提出,到2027年,全国低空公共航路地面移动通信网络覆盖率不低于90%,多元融合感知 方案进一步完善成熟,低空导航服务水平持续提升,研制不少于10项信息类基础设施标准,面向城市治 理、物流运输、文旅等领域形成一批典型低空应用场景。 低空基础设施是低空经济发展的重要底座,加强信息通信业能力建设,能够有效支撑低空通信、监 视、导航、智能网联系统等信息类基础设施建设发展,对于促进低空经济健康有序发展、培育新质生产 力具有重要意义,政策加持下,相关投资机会受到市场关注。 国证通用航空产业指数全面覆盖航材及基础设施、飞行器制造、运营服务及场景应用等通用航空产 业相关领域,其中飞行器制造占比较高,更符合当前的产业进程特点。目前市场上有通用航空ETF易方 达(159255)等产品跟踪该指数,可助力投资者便捷布局低空经济发展机遇。 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者 ...
蕾奥规划2025年业绩扭亏为盈,低空经济与AI业务拓展成看点
Jing Ji Guan Cha Wang· 2026-02-11 07:09
Core Viewpoint - The company is expected to achieve profitability in 2025, with a projected net profit attributable to shareholders ranging from 17 million to 25 million yuan, indicating a turnaround from previous losses [1][2]. Business Performance - The company announced on January 29, 2026, that it anticipates a net profit of 17 million to 25 million yuan for the entire year of 2025, reflecting operational improvements [2]. Institutional Research - On February 6, 2026, the company participated in an institutional research session with Dongfang Caifu Securities, which may provide new insights into business progress or strategic direction [3]. Business Development - The company has won multiple bids for low-altitude economy planning projects in Shenzhen, Qilin Zhihang, and Daya Bay, and has established a joint venture, Anhui Tianji Aotu Intelligent Technology Development Co., Ltd., to explore the extension of operational service chains [4]. Product Development Progress - The "Lei AI Planning Design Assistant" and other large model products have been sold through integrated machines and private clouds, and have been included in the typical cases of future urban construction in Guangdong Province as of December 2025. R&D expenses accounted for nearly 10% in the first three quarters, indicating accelerated technology transformation and commercialization [5]. Company Business Status - The company's general manager led a delegation to Turkey to explore cooperation intentions in smart cultural tourism and new industrial cities, marking an international expansion of its full-chain model [6]. Strategic Advancement - The company has linked over 300 resource providers and is continuously promoting urban operation ecosystem construction, expanding its new urbanization business through standardized products and comprehensive solutions [7].
金百泽股价上涨2.03%,2025年业绩预降
Jing Ji Guan Cha Wang· 2026-02-11 07:08
业绩经营情况 公司于2026年1月23日发布2025年度业绩预告,预计归母净利润为1600万元至2350万元,同比下降 39.84%至59.04%,正式年度报告预计将在未来披露。 经济观察网金百泽(301041)股价上涨2.03%,报29.14元/股,成交额3918.40万元,主力资金净流入 603.72万元。 战略推进 以上内容基于公开资料整理,不构成投资建议。 公司正持续加大新业务投入,推进"制造+服务+平台"战略转型,重点关注AI硬件、低空经济等领域的 业务进展。 ...
五洲医疗股价波动,业绩预告净利润下降近半
Jing Ji Guan Cha Wang· 2026-02-11 07:05
Group 1 - The stock price of Wuzhou Medical (301234) showed volatility from February 4 to February 11, 2026, with a closing price of 42.01 yuan on February 10, reflecting a daily increase of 0.26%, and a latest price of 41.80 yuan on February 11, indicating a decrease of 0.50% [1] - On February 10, the net outflow of main funds was 362.88 thousand yuan, accounting for 14.62% of the total transaction amount, with an overall trend of net outflow in the past five days [1] - The technical indicators show that the current stock price is close to the 20-day resistance level of 42.24 yuan, with a recent MACD indicator showing a golden cross signal, although the distribution of shares is scattered, indicating low control by main funds [1] Group 2 - Recent policies in the medical industry may indirectly impact Wuzhou Medical, with the launch of the China International Medical Equipment and Devices Trading Platform on February 10, aimed at promoting global trade in medical devices, which could benefit the company as its overseas revenue accounts for 96.88% based on the 2024 annual report [2] - The Ministry of Industry and Information Technology and other departments have strengthened policy support for low-altitude economy and AI medical fields, although the company's business is not directly involved in these hot concepts [2] Group 3 - Wuzhou Medical released its 2025 annual performance forecast on January 29, 2026, expecting a net profit range of 16 million to 21 million yuan, representing a year-on-year decline of 47.46% to 59.97%, primarily due to fluctuations in its main business [3] - The company's third-quarter report for 2025 indicated a year-on-year decrease of 46.09% in net profit attributable to the parent company [3]
氧化镨钕价格持续攀升,站上80万元/吨,稀土ETF易方达(159715)助力把握产业“涨价潮”投资机遇
Mei Ri Jing Ji Xin Wen· 2026-02-11 06:53
从投资视角看,中证稀土产业指数聚焦稀土产业链核心环节,覆盖从采选、冶炼到精深加工及下游 应用的龙头企业。稀土ETF易方达(159715)管理费率仅为0.15%/年,为全市场ETF中最低一档,为投 资者提供了布局稀土产业的低成本工具。 每日经济新闻 (责任编辑:张晓波 ) 2026年开年以来,轻稀土价格上涨动能强劲,以氧化镨钕为代表的稀土价格高斜率攀升,截至2月9 日,氧化镨钕价格为80.5万元/吨,周环比涨9.9%,月环比涨28.8%,稀土板块逐渐重回基本面定价。 有分析认为,长期看,稀土行业的供需关系出现实质性好转。供给端,稀土开采和稀土冶炼分离总 量调控管理办法落地,中长期供给无虞,国内稀土指标增速放缓使供给增幅大幅落后于需求扩张;需求 端,机器人、低空经济、军工等产业发展带动需求释放,与供给端共振向好。 截至13:48,中证稀土产业指数上涨2.9%,成分股中,北矿科技、格林美涨停,厦门钨业涨超8%, 焦作万方涨超7%,北方稀土涨超5%。 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考 ...
四川国资成立低空经济产投发展公司,含航空业务
Qi Cha Cha· 2026-02-11 06:36
企查查APP显示,近日,四川天府低空经济产业投资发展有限公司成立,法定代表人为赵雨桐,注册资 本1亿人民币,经营范围含航空运营支持服务、航空商务服务、人工智能行业应用系统集成服务、卫星 通信服务、智能无人飞行器制造等。企查查股权穿透显示,该公司由成都天府新区投资集团有限公司全 资持股。 (原标题:四川国资成立低空经济产投发展公司,含航空业务) ...
天奥电子2025年财报将发布,关注业绩与行业政策影响
Jing Ji Guan Cha Wang· 2026-02-11 06:24
Company Overview - Tianao Electronics (002935) is expected to release its financial report for Q4 2025 and the full year in Q1 or Q2 of 2026, with a focus on revenue and net profit stabilization, as well as progress in defense information technology products [1] - The Q3 2025 financial report shows revenue of 536 million yuan, a year-on-year decrease of 7.12%, and a net profit attributable to shareholders of 15.22 million yuan, down 4.51% year-on-year [1] Industry Policy and Environment - Policies related to satellite internet and low-altitude economy may impact the company's business, with Tianao's rubidium clock products already applied in BeiDou navigation satellites and China Star Network projects [2] - Technological breakthroughs and market expansion will require attention to subsequent order releases and changes in industry prosperity, particularly in the military electronics sector driven by national defense information construction [2] Financial Trends - As of February 2, 2026, the financing balance is 309 million yuan, accounting for 3.41% of the circulating market value, which is at a near one-year low; the high margin balance indicates a divergence in market sentiment [3] - The number of shareholders decreased by 10.67% as of the end of September 2025, with Hong Kong Central Clearing Limited entering the top ten circulating shareholders, suggesting a long-term investment intention [3]
设计总院股价震荡走低,政策利好低空经济
Jing Ji Guan Cha Wang· 2026-02-11 06:24
Group 1 - The stock price of Design Institute (603357) has shown volatility over the past week, closing at 8.35 yuan on February 10, with a daily decline of 0.48% and a trading volume of 35.53 million yuan, indicating a net outflow of 3.77 million yuan from main funds, accounting for 10.6% of the total trading volume [1] - Over the past five days, the stock price has decreased by 0.95%, with a price fluctuation range of 1.19%, reaching a high of 8.44 yuan on February 5 and a low of 8.34 yuan on February 6 [1] - Technical analysis shows that the current stock price is between the 20-day Bollinger Bands resistance level of 8.46 yuan and the support level of 8.22 yuan, with the MACD indicator slightly weak and the KDJ indicator in a neutral zone [1] Group 2 - On February 10, 2026, the Ministry of Industry and Information Technology and four other departments released implementation opinions aimed at strengthening the capacity building of the information and communication industry to support the development of low-altitude infrastructure [2] - The policy focuses on the development of low-altitude economic infrastructure, aiming to achieve a ground mobile communication network coverage rate of no less than 90% for low-altitude public air routes by 2027, which may present long-term business opportunities for surveying and design companies involved in transportation and urban infrastructure projects [2]