Core Viewpoint - The establishment of the first drone postal route in the mountainous areas of Anyang, Henan Province, significantly enhances logistics efficiency for residents in remote areas, addressing the challenges of the "first mile" and "last mile" delivery issues [1][11]. Group 1: Operational Efficiency - The drone postal route operates 1 to 2 scheduled flights daily, covering 11 administrative villages, thus improving logistics for over 4,000 residents [5]. - Previously, residents had to walk four hours to reach the nearest distribution point; now, drone delivery reduces this time to just 7 minutes [3]. Group 2: Cost and Convenience - The cost of using the drone service is comparable to traditional postal services, with a starting fee of approximately 8 yuan for the first weight unit and 4 yuan per kilogram for additional weight [6]. - The process for residents to send items via drone is straightforward, involving weighing the package, scanning a code, and placing it in a designated area for pickup by the drone [8]. Group 3: Market Potential - The successful operation of the drone postal route highlights the potential for low-altitude logistics in similar geographically challenging areas across China, where logistics costs are typically high and efficiency is low [11]. - The market for low-altitude logistics, including mountainous, island, and urban areas, is projected to reach over 120 billion yuan annually, indicating significant growth opportunities [13].

①中信证券：当下迎来平衡港A配比的时机；②光大证券：下半年市场或冲击新高，关注三条主线；③ 财通证券：全球+国内利好延续，支撑行情向上展望新高。 ①中信证券：当下迎来平衡港A配比的时机 中信证券表示，6月以来市场最大的变化是逐步从存量市场转为增量市场，不过A股当中机构易于接受 的板块短期内涨幅较大，进入到高位震荡阶段。相对而言处于低位的是受价格因素主导的制造板块，当 下的反内卷是类比于"一带一路"的长期叙事，在增量资金流入环境下有助于撬动这些低位板块。此外， 港股当前的估值洼地特征又显现出来，在巨大的配置压力下，保险资金投资范围扩圈是大势所趋，南下 资金有望再次回暖。当下是增配港股的时机，A股的有色、AI硬件、创新药、游戏和军工板块则将继续 轮动，低位制造板块有望在增量流动性和政策预期推动下持续修复。 ②光大证券：下半年市场或冲击新高，关注三条主线 光大证券表示，去年9月以来的市场行情已从政策驱动逐步转向基本面与流动性驱动，未来市场行情演 绎的节奏或可参照2019年。展望下半年，市场仍存在一些预期差，市场或将开启下一阶段上涨行情，并 有望突破 2024年下半年的阶段性高点。配置方向上，短期关注中报业绩有望占优 ...

低空救援的应用，已成为应急救援的新趋势。南都记者此前在多地采访调研中也关注到，无人机设备已 在森林防火中有不少应用，它们既是空中看得更远的"眼睛"，也为在特殊地形的运输、侦察发现火点灭 火救援发挥作用。 同时值得思考的是，在"救民于水火"的应急管理需求下，低空设备如何继续丰满羽翼？低空经济踏入应 急领域还面临着哪些问题？ 当台风、强降雨来袭，原始林区的深山峭壁上突发山火，高层建筑浓烟四起……面对极端环境，救援力 量既要争分夺秒，也要兼顾安全。随着一批"空中奇兵"加入，应急救援将打开更多新的生命通道。 极端应急救援环境下，无人机提供了哪些新可能？ 6月底，由国家防灾减灾救灾委员会、国务院安全生产委员会主办的应急使命·2025演习分多专题举行， 模拟了上述的场景。此次演习首次面向全社会征集了有关"新质救援能力"的技术、装备。南都记者注意 到，在4个主题的演习中，多款无人机在不同科目中亮相。 应急使命·2025演习（以下简称为演习）的极端强降雨专题，模拟了多条河段出现超警戒水位，受灾地 区发生山体滑坡和泥石流，道路损毁、通信瘫痪、电力中断。演习中，大中型通信无人机搭载着全网通 基站，抵达灾区后提供临时通讯覆盖。在通 ...

Core Insights - The rapid development of China's low-altitude economy has triggered a competition for "high-end" talent, with leading companies collaborating with domestic and international universities to accelerate talent cultivation in this sector [1][3][5] Group 1: Industry Collaboration - Leading low-altitude companies are actively engaging in talent cultivation through partnerships with universities, adopting an "industry + education" integration model [3][4] - Companies like WoFei ChangKong and YiHang Intelligent are establishing deep collaborations with multiple universities, including Beijing University of Aeronautics and Astronautics and Nanjing University of Aeronautics and Astronautics, focusing on research projects and targeted talent training [3][4] - YiHang Intelligent has formed strategic partnerships with institutions such as the Civil Aviation Flight University of China and Tsinghua University to promote industry-academia collaboration [4] Group 2: Educational Initiatives - Numerous prestigious universities have begun offering programs related to low-altitude technology and engineering, responding to the increasing demand for talent in the low-altitude industry [5][7] - New undergraduate programs in low-altitude technology and engineering have been established at universities including Beijing University of Aeronautics and Astronautics and Nanjing University of Aeronautics and Astronautics [5][7] - The Civil Aviation Administration of China estimates that the low-altitude economy market will reach 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035, highlighting the urgent need for skilled professionals [5] Group 3: Talent Demand and Specialization - The demand for low-altitude talent is evolving, with a shift towards more specialized skills in areas such as eVTOL, flight control systems, and airworthiness certification [8][10] - The establishment of low-altitude technology and engineering programs aims to provide students with systematic training in low-altitude aircraft development and operation, enhancing the alignment between educational outcomes and industry needs [8][10] - The industry is increasingly requiring high-skilled, multidisciplinary talent capable of integrating knowledge from various fields, including AI, network communication, and new energy technologies [10][11] Group 4: Avoiding Talent Homogeneity - As more universities introduce low-altitude programs, there is a need to avoid homogenized teaching and practice content, focusing on targeted and direction-specific training that aligns with the unique characteristics of each institution [13] - The emphasis on cross-disciplinary training in low-altitude technology and engineering programs is crucial to meet the diverse needs of the industry [11][13]

Group 1 - The A-share market has shown signs of recovery, with major indices mostly rising, particularly the ChiNext Index which increased by 2.4% [13][14][16] - The real estate, steel, and non-bank financial sectors performed relatively well this week, with respective increases of 6.1%, 4.4%, and 4.0% [16][19][34] - The manufacturing sector is predicted to have the highest mid-year report performance growth, with an estimated year-on-year growth rate of approximately 10.0% [33][34] Group 2 - Industries expected to show high mid-year report performance growth include light industry, non-ferrous metals, and non-bank financial sectors, with predicted net profit growth rates of 34.2%, 33.0%, and 19.1% respectively [33][34] - The construction materials, electronics, and telecommunications sectors are anticipated to have significant performance improvement, with expected growth rate improvements of 11.4%, 7.9%, and 6.1% respectively [34][39] - The current mid-year earnings forecast disclosure rate is only 4.1%, indicating limited reference value for investors [39][42] Group 3 - The overall pre-announcement rate for A-share companies is 72%, with many industries showing high pre-announcement rates, particularly in real estate and non-bank financial sectors [39][40] - The environmental protection, transportation, and media sectors are expected to show significant improvement in mid-year earnings forecasts, with respective improvement rates of 139.5pct, 111.0pct, and 96.7pct [41][44] - The market is expected to experience a bullish trend in the second half of the year, with a focus on sectors that are likely to outperform in mid-year reports [57][58]

重点关注 ·"相互支持、团结合作、共迎挑战" 王毅谈东亚合作年度系列外长会积极成果 ·倒计时进入60天 2025年服贸会已有超700家企业机构意向线下参展 ·特朗普宣布将对欧盟、墨西哥商品征收30%关税欧洲多国强烈反对欧盟：必要时对等反制墨西哥：关 税"不公平" 国内要闻 ·7月12日，中共中央政治局委员、外交部长王毅在吉隆坡出席东亚合作年度系列外长会期间向记者谈中 国东盟合作。王毅表示，今年的东亚合作系列外长会开得很顺利，尤其是中国-东盟的10+1外长会气氛 十分友好、融洽，在当前单边主义、保护主义甚嚣尘上的背景下，中国和东盟国家展现了相互支持、团 结合作、共迎挑战的强烈愿望。（新华社） ·记者12日从北京市国际服务贸易事务中心了解到，2025年服贸会目前各项准备工作有序进行，已有超 700家企业机构意向线下参展，论坛会议方面，已征集14场主题论坛、76场专题论坛和50场洽谈推介， 涵盖数智时代电商发展、服务贸易新趋势、数字贸易创新能力提升、旅游文明互鉴、全球绿色经济发展 等诸多领域。（新华社） ·7月11日，中国证券业协会发布《关于加强自律管理推动证券业高质量发展的实施意见》，从完善自律 管理体系、加强保 ...

【深圳商报讯】（记者潘文婷）试想这样的场景：深港科研人员乘坐低空交通工具，半小时内穿梭于两 地实验室，让创新思想随航线快速碰撞——这一构想被视作"一园一城"联动在低空维度的重要延伸，为 人才流动装上"空中引擎"。在光明科学城，该场景即将成为现实。 日前，"打造'科学家航线'，共建'深港低空科技融合走廊'"研讨会在河套深港国际科技园举行。记者从 会上了解到，河套深港科技创新合作区深圳园区与光明科学城（"一园一城"）的"双轮驱动"，正在重塑 大湾区创新地理，也为低空科技走廊建设提供广阔的应用前景。光明区发展和改革局相关负责人在会上 介绍，作为粤港澳大湾区国际科技创新中心建设的核心支撑，"一园一城"已形成联动发展机制，并共同 探索科研要素便捷流动新模式。 在此背景下，"科学家航线"的构想成为研讨会上的焦点。该构想着眼于突破地面交通限制，计划运用 eVTOL等低空科技，为深港科研人员提供更快速、更灵活的空中通勤选择，从而显著提升两地科研合 作与交流效率，让创新思想与人才在深港之间"飞"得更快、更畅。 未来，在深圳上空,不仅有无人机划过的轨迹，更有"深港低空科技融合走廊"描绘的未来图景。从河套 到光明，从实验室到产业园 ...

随着低空经济、具身智能等新兴产业升温，锂电池的应用场景正从新能源汽车向无人机、载人飞行器、 机器人等领域拓展。从时不时传出的合作消息来看，头部电池厂商似乎正在加速布局。宁德时代 （300750.SZ）、亿纬锂能（300014.SZ）、欣旺达（300207.SZ）、赣锋锂业（002460.SZ）等企业纷纷 公开飞行器等电池产品，比亚迪（002594.SZ）也多次参与机器人初创公司融资。 对于电池厂商而言，这些新兴市场究竟有多大价值？比起应用场景更为模糊的机器人，低空经济或许是 更具讨论价值的领域。赣锋锂业有关人士告诉《华夏时报》记者，"飞行器在爬升阶段需要更高能量， 因此需要高倍率电池，安全性更好的固态电池确实具有优势。" 电池开发整体节奏主要集中在动力电池厂商，高能量密度、高充放电倍率和高安全性一直被视为动力电 池发展主线，而这也符合飞行器对电池的理想需求。鑫椤资讯高级研究员张金惠告诉记者，"锂电池新 兴市场的核心点在于锂电池的进一步升级，特别是固态和半固体方向。但真正的高性能无人机和匹配的 高性能电池市场空间其实并不大。目前载人飞行器并不多，各家更多的是处于测试阶段，现在来看5— 10年也难以成为量产货。" ...

Core Viewpoint - The low-altitude economy is emerging as a significant new sector, integrating various industries such as aviation, transportation, logistics, and tourism, and is expected to drive traditional industry transformation and regional economic development [1] Policy Environment - The Chinese government has intensified its focus on the low-altitude economy, with over twenty provinces and cities prioritizing it as a key development industry, and the market size projected to exceed 500 billion yuan by 2024 [2] - The Central Economic Work Conference in December 2023 emphasized the importance of developing strategic emerging industries, including the low-altitude economy [2] - A series of policies have been introduced, including the "Green Aviation Manufacturing Development Outline (2023-2035)" which aims for eVTOL pilot operations by 2025 [2] Industry Development - 2024 is anticipated to be a pivotal year for the development of the low-altitude economy and drone regulations in China, marking unprecedented opportunities [3] - The low-altitude economy requires a new set of rules distinct from traditional economic models, emphasizing regulatory awareness and product planning that aligns with operational support [5] Regulatory Standards - Airworthiness certification is crucial for ensuring the safety of low-altitude aircraft, necessitating innovative assessment methods to keep pace with the complexity of new technologies like eVTOL and drones [6][7] - The establishment of a comprehensive airworthiness regulatory framework is urgent, particularly for unmanned aerial vehicles, to ensure product quality and safety [8] Industry Collaboration - A robust low-altitude economy relies on a complete industrial chain, necessitating collaboration across upstream, midstream, and downstream sectors [9] - Upstream, there is a pressing need to overcome challenges in key materials and components, with companies increasing R&D investments to enhance product autonomy [9] - Midstream, improving the manufacturing standards of low-altitude aircraft is critical, alongside the development of essential infrastructure [10] - Downstream, expanding diverse operational scenarios such as low-altitude logistics and tourism is vital for market demand stimulation [10] Safety and Regulation - Safety is a non-negotiable aspect of low-altitude economic development, requiring a well-defined safety regulatory system and enhanced safety education for enterprises and personnel [11] - The establishment of a real-time monitoring platform for low-altitude flights is essential for ensuring public safety and airspace order [11] Conclusion - The successful implementation of the low-altitude economy is a complex system engineering task that requires coordinated efforts in policy guidance, airworthiness certification, industry collaboration, technological innovation, and safety regulation [12]

Group 1 - The core viewpoint of the articles highlights the efforts of Ordos City in Inner Mongolia to accelerate the transformation of major scientific and technological achievements and promote the construction of a national innovative city through the implementation of the "Breakthrough" project in technology [1][2] - Ordos City has increased the number of research and development institutions at the autonomous region level and above to 273, achieving full coverage of key industries with research and development platforms [1] - The city is focusing on three technological breakthrough points: hydrogen energy, energy storage and new power systems, and new chemicals and materials, while planning new areas in renewable energy, artificial intelligence, and low-altitude economy [1] Group 2 - The construction of a smart connected vehicle demonstration zone was initiated in 2023, aiming to accelerate the development of smart connected vehicles and smart logistics through an automated driving application matrix [2] - The local government is committed to promoting the integration of technological innovation and industrial innovation, transforming traditional industries, and fostering breakthroughs in emerging industries [2] - Ordos City aims to create a number of landmark new technologies and product application scenarios, contributing to the establishment of a national innovative city [2]