Core Viewpoint - The global power battery industry is entering a more complex and challenging second half, shifting focus from capacity expansion to ecosystem, cost, application, and technology competition [2][5][14]. Group 1: Industry Landscape - Yibin is recognized as a core industrial hub for global power batteries, producing one out of every ten batteries worldwide [2][5]. - The theme of the upcoming World Power Battery Conference, "New Vision, New Ecology, New Opportunities," highlights the industry's evolution direction [2]. Group 2: Ecosystem Development - Yibin aims to build a "resilient" industrial ecosystem to provide certainty for enterprises amid intensifying homogenization competition [5][14]. - The local government plays a crucial role in facilitating connections between businesses and major players like CATL, enhancing the ecosystem's vibrancy [7][14]. Group 3: Competitive Advantages - Yibin's first competitive advantage is its "green electricity," with 80% of its power sourced from hydropower, leading to significantly lower industrial electricity costs compared to other regions [11][13]. - The second advantage is "efficiency," with over 90% of battery structural components sourced locally, reducing logistics costs and enhancing supply chain responsiveness [13][14]. Group 4: New Market Opportunities - Yibin is actively creating new market opportunities by integrating industry with urban applications, such as heavy-duty truck battery swapping and electric vessels [16][20]. - The city has established a leading demonstration system for heavy-duty truck battery swapping, with 19 stations and nearly 3,000 trucks promoted [18][19]. Group 5: Technological Advancements - Yibin is focusing on becoming a research and development hub, particularly in solid-state battery technology, which is seen as the next generation of power battery technology [24][28]. - The establishment of the Ouyang Minggao Academy of Sciences in Yibin has attracted top talent and facilitated local research and development efforts [27][28]. Group 6: Future Outlook - The upcoming World Power Battery Conference will emphasize low-altitude economy and electric aviation, indicating Yibin's strategic positioning in emerging markets [22][29]. - Yibin's comprehensive approach, from green electricity to technological innovation, presents a compelling model for sustainable development in the power battery industry [29][32].

Core Insights - The future of low-altitude travel is being showcased through the development of eVTOL (electric Vertical Take-Off and Landing) aircraft, with companies like Yufeng Future leading the way in creating urban air mobility (UAM) solutions [1][3][12]. Company Developments - Yufeng Future presented its upgraded M1 manned flying vehicle at the China International Import Expo, featuring a simulated low-altitude travel take-off point to demonstrate urban air traffic operations [1][3]. - The M1 aircraft has a take-off weight of 2.5 tons, can carry five passengers, and has a range of 250 kilometers with a cruising speed of 200 kilometers per hour [7][10]. Market Opportunities - Yufeng Future has secured 200 intent orders for the M1 series aircraft, amounting to over 2 billion RMB, with significant interest from international markets, particularly in the Middle East [12]. - The company aims to expand its market presence in Southeast Asia and Latin America, following successful operations in the Middle East [13]. Future Outlook - The company anticipates that the "GPT moment" for low-altitude flying will occur around 2028, with hopes for large-scale commercial deployment of manned eVTOLs [14]. - Yufeng Future emphasizes the importance of proving safety to government and public stakeholders as a critical factor for industry growth [14].

Group 1 - The event "Directly Connecting to the Future Annual Ceremony" was held in Suzhou, Jiangsu Province, focusing on the theme "The Future of Industry, Industry of the Future" to showcase future industry samples and share emerging technology commercialization models [2] - The ceremony aligns with the strategic direction of nurturing and expanding emerging and future industries as outlined in the 20th Central Committee's Fourth Plenary Session, presenting innovative achievements in future industry tracks and analyzing application scenarios and development paths [4][5] - The event featured key figures from various sectors, including the Ministry of Industry and Information Technology and representatives from leading future industry companies, highlighting advancements in low-altitude economy, artificial intelligence, embodied intelligence, commercial aerospace, brain-computer interfaces, and future energy [7][8] Group 2 - The ceremony included discussions on the development, opportunities, and challenges in the commercial aerospace sector, featuring industry leaders and experts [11] - The Mother Fund Research Center announced the initiation of the 2025 annual list evaluation to encourage excellence in private equity mother funds and promote healthy development in the equity investment industry [13][17]

中经记者 杨让晨 张家振 上海报道 （第八届进博会期间，沃兰特航空设立的展台。杨让晨/摄影） 在获得近百架订单的同时，eVTOL企业上海沃兰特航空技术有限责任公司（以下简称"沃兰特航空"）在 低空经济全链条的布局正在提速。 11月5—10日，第八届中国国际进口博览会（以下简称"进博会"）在国家会展中心（上海）召开。《中 国经营报》记者现场采访了解到，在本届进博会上，沃兰特航空与亦庄融资租赁、中国飞龙通航、西百 克科技等租赁商、运营商、供应商等签署多项合作协议。 为加速eVTOL产品的规模化运营与低空产业布局，沃兰特航空在11月6日与6家企业签约。 具体来看，沃兰特航空与亦庄融资租赁签署了VE25-100天行航空器的确认订单。这也是继南航通航、 亚捷航空、农银金租后，沃兰特航空签下的又一个千万级确认订单，并刷新了国内外确定订单纪录。 此外，在本届进博会上，沃兰特航空也收获了海外订单。沃兰特航空与总部位于迪拜的全球领先航空金 融公司IC Leasing，及IC Leasing的长期战略伙伴、德国顶级公务航空运营商DC Aviation，共同签署了30 架VE25-100天行的采购订单与战略合作协议。这是沃兰特航空 ...

在获得近百架订单的同时，eVTOL企业上海沃兰特航空技术有限责任公司（以下简称"沃兰特航空"）在 低空经济全链条的布局正在提速。 11月5—10日，第八届中国国际进口博览会（以下简称"进博会"）在国家会展中心（上海）召开。《中 国经营报》记者现场采访了解到，在本届进博会上，沃兰特航空与亦庄融资租赁、中国飞龙通航、西百 克科技等租赁商、运营商、供应商等签署多项合作协议。 此外，沃兰特航空还在进博会上签下了共计95架eVTOL的订单，客户来自海内外，签约金额达到23.75 亿元，并拿到了高等级商用客运eVTOL第四个商业确认订单，获得订金数千万元。 未来，沃兰特航空还将继续在低空经济赛道发力。沃兰特航空创始人黄小飞告诉记者，公司希望将上下 游伙伴凝聚起来，促进行业标准化，最终为旅客提供良好的出行体验。 在沃兰特航空创始人、首席执行官董明看来，对于eVTOL而言，开拓应用场景，需要解决好经济性、 安全性等方面的问题。"在探索商业应用场景时，除了验证环境的适应性需求外，还需要探索飞行效 率。eVTOL需要实现每天4—6个小时的飞行时长，为将来的商业化运营打下基础。" 密集签署多个订单 为加速eVTOL产品的规模化运营 ...

Group 1: Event Overview - The 8th China International Import Expo (CIIE) has seen a record attendance of 237,500 visitors on November 6, marking a historical high for single-day foot traffic [1] - The expo showcases China's strong market appeal, with multiple global signing ceremonies across various sectors including technology, medical devices, and agriculture [1] Group 2: Long-standing Participants - Honda China has participated in the CIIE for eight consecutive years, using the platform to showcase its latest technologies and products across multiple transportation sectors [2] - Sumida Hong Kong Limited has also been a consistent participant, leveraging its global equipment trading service platform to introduce advanced technologies to the Chinese market [3] Group 3: New Participants - Over 600 new exhibitors are participating in this year's expo, eager to explore opportunities in the Chinese market [4] - ABeam Consulting, a first-time participant, is showcasing its digital and intelligent consulting solutions through interactive displays [4] - HC Display, another newcomer, focuses on sustainable retail display solutions and aims to leverage the expo to expand its presence in the Chinese market [5][6] Group 4: Market Trends and Future Directions - Sumida has established specialized zones for artificial intelligence and low-altitude economy, aligning with China's market development trends [3] - HC Display emphasizes the growing demand for eco-friendly materials in China, reflecting a shift towards sustainable manufacturing practices [5][6] Group 5: Overall Impact - The CIIE serves as a powerful platform for both established and new companies to connect, share knowledge, and explore growth opportunities in the expansive Chinese market [6]

"八载同行，德勤与进博会一同成长，见证了进博会这棵全球企业的'幸运草'不断茁壮成长。参与进博 会的企业越来越多了，今年有155个国家、地区和国际组织参与，4108家境外企业参展，这体现了国际 社会对中国经济的坚定信心。"日前，德勤中国主席蒋颖在接受《中国经营报》记者专访时，如是阐述 了德勤作为进博会"老朋友"的深度参与和感受。 "回溯2018年，德勤以'勤启数智'为主题参加第一届进博会，向大众展示由德勤研发的数十款在人工智 能、云计算、大数据分析等领域最前沿的解决方案。"蒋颖回忆道。 上述传统一直延续至今，德勤中国每次都会在进博会带来首发报告和新理念，并发表许多专业的洞察和 见解。今年进博会，德勤中国以"众行致远"为主题参展，并展示了一系列创新解决方案。比如，在进博 会期间举办的"可持续消费论坛——科技与可持续赋能高品质消费新征程"论坛上，德勤首发《2025德勤 全球⼈⼯智能在消费品及零售⾏业的应⽤趋势》报告。 （德勤中国主席蒋颖。受访者供图） 中经记者 夏治斌 石英婧 上海报道 回顾参展历程，蒋颖分享了公司在服务理念上的升级。她告诉记者："八年来，德勤的参展主题不断拓 展，从中企出海到跨国企业引进来，从可持 ...

Core Insights - The eighth China International Import Expo is showcasing advancements in the low-altitude economy, with new technologies and expanding development space [1] - Several companies in the eVTOL sector are securing new orders and partnerships, indicating a growing market presence [2][6] Company Developments - Tianling Technology made its global debut with the eVTOL model, featuring a maximum range of 600 kilometers and a cruising speed of 360 kilometers per hour, capable of carrying one pilot and five passengers [2][3] - Yufeng Future received 200 intent orders for its upgraded eVTOL M1 model, totaling over 2 billion yuan, with plans for international expansion [6][8] - Volant signed a confirmation order for the VE25-100 aircraft, marking significant international orders with companies in Dubai and Germany [8] Financial and Investment Activity - Tianling Technology secured 300 million yuan in B++ round financing, marking its seventh round of funding [8][11] - The low-altitude economy is projected to grow significantly, with estimates suggesting a potential market size increase from hundreds of billions to trillions of yuan over the next five years [16] Industry Trends and Collaborations - The low-altitude economy is being integrated into national planning, with a focus on building a comprehensive ecosystem involving supply chains and technological advancements [9][11] - Companies are forming strategic partnerships to enhance eVTOL systems, training, and regulatory compliance, indicating a collaborative approach to industry growth [11][13] - The development of hydrogen-powered eVTOLs is being explored, showcasing innovation in sustainable aviation technology [13] Market Outlook - Experts suggest that the "DeepSeek moment" for the low-altitude economy is approaching, with increasing orders and advancements in regulatory approvals expected within the next couple of years [14][15] - The industry is currently valued at around 100 billion yuan, with aspirations for substantial growth driven by technological maturity and supportive policies [16]

Core Viewpoint - The implementation opinions released by the State Council aim to leverage China's vast market and rich application scenarios to transform more "application scenarios" into "innovation landscapes," thereby activating the engine for high-quality development in China [1][7]. Group 1: Importance of Scene Cultivation and Opening - Application scenarios serve as a bridge connecting technology and industry, playing a crucial role in promoting the large-scale commercialization of new technologies and products [3]. - The successful growth of technology in the industry relies on "application scenarios" as a vital nutrient [3]. Group 2: Advantages and Growth Potential - With a population of over 1.4 billion and the largest number of R&D personnel globally, China is poised to cultivate and release new growth momentum through application scenarios, leading to innovations such as autonomous vehicles, drone deliveries, and medical robots [4]. - The ongoing China International Import Expo showcases numerous cases where application scenarios drive the transformation of innovative results, particularly in fields like artificial intelligence and low-altitude economy [5]. Group 3: Targeted Deployment and Focus Areas - The opinions outline a series of targeted deployments focusing on five key areas, including the creation of new application scenarios in emerging fields, industry transformation, and social governance [6]. - Emphasis is placed on exploring high-value small application scenarios in various sectors such as office, social, consumption, and healthcare, utilizing technologies like the metaverse, virtual reality, and robotics [6]. - The opinions also address challenges such as insufficient open scenarios and limitations in technology promotion, proposing measures to enhance public data supply and leverage major national projects for better scene cultivation [6]. Group 4: Future Outlook - As the measures outlined in the opinions are implemented, there is an expectation for more new technologies, products, and business models to accelerate their transition from "laboratories" to everyday life, heralding a promising landscape for innovation in China [7].

Group 1 - The eighth China International Import Expo (CIIE) serves as a significant platform for global exchange and cooperation, showcasing innovative products and exploring collaboration opportunities [2][4]. - Hema signed a strategic cooperation agreement with Spanish olive oil brand, focusing on developing products tailored to Chinese cooking preferences, particularly for Jiangxi cuisine [1]. - Jiangxi's consumption of imported goods has seen a stable growth rate of over 30%, with seafood and fruits being particularly popular [1]. Group 2 - Boehringer Ingelheim's South China poultry vaccine production facility has exported over 2.3 billion doses since the launch of its export project in 2024, enhancing China's influence in the global animal health supply chain [4]. - The company plans to invest over 5 billion yuan in research and development in China over the next five years to improve product quality and ensure global supply [5]. - Jiangxi 3L Medical Products Group has increased its export revenue from $2.5 million to $15 million over eight years, leveraging the CIIE for business opportunities [3]. Group 3 - Nankang is emerging as a hub for low-altitude economy, with significant advancements in drone logistics and manufacturing, including the launch of the ARK 80 drone capable of carrying up to 30 kg [10][11]. - The region has established itself as a leader in low-altitude economy with multiple firsts, including the first drone logistics pilot and the largest contiguous airspace for drone operations in China [10]. - Nankang's low-altitude economy is attracting investment and collaboration from major companies, aiming to develop a comprehensive drone manufacturing and service network [12].