一份刚刚发布的三年行动方案，将重塑这座城市的产业版图，并将触角伸向近地轨道。 2025年，上海规上工业总产值跨越4万亿元大关，创下历史新高。在这个制造业强势复苏的基础上，上 海并未停下脚步。近日，上海市经济和信息化委员会牵头编制的《上海市支持先进制造业转型升级三年 行动方案（2026—2028年）》（下称《行动方案》）正式发布，设定了明确目标：到2028年，新增年产 值10亿元以上制造业企业100家，累计超过600家，并带动产业链新增规上工业企业500家。这个被称 为"10亿+"的企业集群，是上海工业经济的核心力量。 01 产业投资的强劲势头 强劲的投资为未来增长注入了信心。数据显示，2025年，上海工业投资同比增长20.0%。其中，作为核 心的制造业投资表现尤为亮眼，同比增长22.8%。这不仅体现了市场主体的预期，也为《行动方案》提 出的三年目标提供了坚实基础。 02 多路径的产业结构调优 《行动方案》提出了以四大行动、17条举措为核心的完整路径。其中，"结构调优升级行动"对不同能级 的产业给出了差异化方案。对于传统优势产业，方案强调"优化提升"。例如，推动石化企业向"去油增 化"转型，布局新型功能材料；钢 ...

百川盈孚数据显示，稀土产品价格加速上涨。2月9日，氧化镨钕，金属镨钕分别大涨7.59%和6.27%。 氧化镨钕今年以来累计涨幅达34%。 研究机构认为，供应端方面，1月镨钕金属产量环比下降，原材料现货供应紧张导致部分区域减产，预 计2月份镨钕产量或进一步下降，稀土价格有望继续上涨。 全球稀土资源战略地位持续提升，稀土产业进入高质量发展阶段。供给层面，配额管制叠加管制政策， 刚性逻辑或持续加强；需求层面，新能源汽车，人形机器人和低空经济等新兴领域，有望成为需求长期 高速增长的核心驱动。 中国稀土:专注于稀土矿的开采加工和冶炼分离业务，正积极配合中国稀土集团开展解决同业竞争问题 的相关工作，择机开展并购重组。 中稀有色:拥有广东地区丰富的稀土资源，还布局钨，铜硫等多元产业。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 机构预计2026年起全球稀土供需缺口或持续扩大，产业链盈利能力或提升。 公司方面，据上证报表示， ...

罗毅指出，低空经济作为数字经济与航空经济融合的新赛道，是培育新质生产力、构建现代化产业体系 的核心领域。然而，当前全国范围内仅有深圳等少数城市出台市级低空经济专项法规，省级层面专门性 立法尚属空白。 "四川省作为全国首个低空空域协同管理试点省份，肩负着为国家低空经济改革探路的重大使命。"罗毅 表示，依托深厚的航空工业底蕴，四川已集聚无人机及通航产业链企业632家，形成以成都、自贡为核 心的产业集群。 但与此同时，低空经济发展面临的制度性瓶颈日益凸显，如空域管理、设施建设、数据安全等关键领域 缺乏明确规则，制约了产业的进一步发展。 随着数字经济与航空经济的深度融合，低空经济作为战略性新兴产业，正迎来前所未有的发展机遇。 《中国经营报》记者了解到，今年地方两会期间，低空经济成为代表委员热议的焦点。其中，四川省人 大代表、川商总会副会长、发现律师事务所董事局主席罗毅提交了《关于制定〈四川省低空经济促进与 安全管理条例〉的建议》，将四川作为全国首个低空空域协同管理试点省份的改革实践转化为制度规 范。 2026年是"十五五"规划的开局之年，低空经济作为新质生产力的典型代表，其发展备受关注。从完善顶 层设计到填补法律空白 ...

Core Viewpoint - Despite the slowdown in the electric vehicle market and the underdeveloped state of the energy storage market for ternary materials, the lithium battery cathode material manufacturer Mengguli (SZ301487) has chosen to expand production against the trend [1] Group 1: Fundraising and Expansion Plans - Mengguli plans to raise up to 866 million yuan through a private placement to enhance production capacity for NCA (nickel-cobalt-aluminum) ternary materials and high-voltage lithium cobalt oxide [1][2] - The fundraising will primarily support the construction of two new production lines in Tianjin, aiming for an annual capacity of 15,000 tons, which includes 10,000 tons of NCA and 5,000 tons of high-voltage lithium cobalt oxide [2] Group 2: Market Focus and Applications - The new NCA production capacity will target small power markets such as electric tools and electric two-wheelers, as well as emerging applications in low-altitude economy and humanoid robots [2][3] - High-voltage lithium cobalt oxide is aimed at high-end consumer electronics represented by AI smartphones and AI terminals [2] Group 3: Financial and Regulatory Issues - Mengguli has faced scrutiny due to accounting errors in its financial reports over the past three years, leading to regulatory discussions with its chairman, general manager, and financial director [3][4] - The company reported overstatements in revenue and net profit in its 2023 financial statements, with specific figures indicating a revenue overstatement of 43.81 million yuan and a net profit overstatement of 1.13 million yuan [3][4]

Core Viewpoint - The company is exploring opportunities in artificial intelligence and related fields, leveraging its existing capabilities and market presence in North America and Europe to align with national industrial policies and global technology trends [1]. Group 1: Company Strategy - The company is committed to extending its existing processes to develop new products that align with emerging technologies [1]. - The company aims to utilize its resources and customer base in North America and Europe to enhance its product offerings [1]. Group 2: Market Opportunities - The company acknowledges the potential for investment or acquisition in high-quality assets related to AI, robotics, commercial aerospace, low-altitude economy, and computing power [1]. - The company is focused on following national industrial policies and global trends in technology application to capture market opportunities [1].

Core Insights - The recent conference in Guangzhou recognized 60 individuals and 20 enterprises for their contributions to the development of the non-public economy, emphasizing the role of private enterprises in high-quality economic growth [1][2][4]. Group 1: Economic Contributions - The private economy in Guangzhou is projected to reach an added value of 1.38 trillion yuan by 2025, with a year-on-year growth of 5.2% [2]. - In the past year, the growth of the private economy outpaced the city's GDP growth by 1.2 percentage points, contributing 2.2 percentage points to the overall GDP growth [2]. - The industrial added value of large-scale private enterprises increased by 9.2%, a rise of 5.7 percentage points compared to 2024, providing strong momentum for economic growth [2]. Group 2: Policy Support and Environment - Guangzhou has implemented a series of high-value policies, including the "20 Measures for Supporting Private Economy" and the "Regulations on Supporting Private Economic Development," to enhance the business environment for private enterprises [4][6]. - The city has established a modern industrial system characterized by "12218" to foster new productive forces and promote high-quality development [4][6]. Group 3: Innovation and Technology - Guangzhou has developed a gradient cultivation system for small and medium-sized enterprises, focusing on innovation, with over 102 billion yuan invested in 199 projects [6]. - The city has maintained R&D expenditure exceeding 100 billion yuan for two consecutive years, ranking 6th globally in the "Nature Index - Research Cities" [6]. - The establishment of a comprehensive support system for digital transformation has led to 382 enterprises completing their digital upgrades [6]. Group 4: Export and Global Reach - By 2025, the total import and export volume of private enterprises in Guangzhou is expected to reach 751.69 billion yuan, with a year-on-year growth of 17.2%, accounting for 60.6% of the city's total [10]. - The company Miniso has expanded to 112 countries and regions, with over 8,500 stores, benefiting from Guangzhou's robust manufacturing base and open business environment [10][12]. Group 5: Social Contributions - Private enterprises in Guangzhou have significantly contributed to rural revitalization, with Hai Da Group leading initiatives that have improved the income of over 5 million farmers [14]. - The company has established over 100 rural revitalization technical service stations, enhancing agricultural productivity through a comprehensive industry chain model [14][15]. Group 6: Future Directions - The Guangzhou government aims to continue enhancing the private economy by implementing the "Private Economy Promotion Law" and the "Guangzhou Support for Private Economic Development Regulations" [17]. - Future efforts will focus on stimulating market vitality and expanding the scale of private enterprises, particularly in technology and cultural sectors [17].

据悉，本次融资资金将精准聚焦核心架构技术深化、绿色能源融合创新、全域应用场景拓展三大战略方 向。傲势科技表示，本轮融资将持续加码技术纵深研发，不断优化产品性能与场景适配性，进一步提升 面向能源、林草、应急、水利等重点领域的场景化解决方案能力，以硬核技术实力筑牢行业领先优势。 值得一提的是，2026年开年低空经济领域成都企业融资捷报频传。此前，成都eVTOL（电动垂直起降 航空器）企业沃飞长空完成新一轮融资，近10亿元融资创下2026年低空经济领域最大单笔融资纪录。而 自2025年下半年以来，地方国资与产业资本纷纷加码布局，金融"活水"正以前所未有的力度涌入这条万 亿赛道。从傲势科技投资方来看，融资由宜宾新能源领投，中金资本旗下基金跟投；成都交子公园（金 融城资本）、雷利投资及东吴资本作为新股东战略入股；成都科创投、元禾资本、嘉信智等老股东持续 追投。 2月9日，国家级专精特新"小巨人"、成都工业级无人机链主企业傲势科技正式宣布，日前该公司成功完 成超3亿元融资。 资本踊跃的热情背后，是成都雄厚的低空经济产业基础和强劲的创新动能。数据显示，目前成都航空制 造领域聚集了超过1000家上下游企业，2025年产业规模 ...

Group 1 - The low-altitude economy is gaining attention as a strategic emerging industry, with the successful implementation of drone coffee delivery by Dongyi Drone (Yangzhou) Co., Ltd. in the Yizheng Big Data Industrial Park [1] - The drone delivery process took less than 10 minutes, showcasing the efficiency of the technology in logistics [1] - Dongyi Drone is founded by Xu He, a professor at Nanjing University of Posts and Telecommunications, focusing on various applications such as low-altitude logistics, e-commerce delivery, emergency rescue, medical transport, and agricultural seeding [1] Group 2 - The Yizheng area is transforming industrial buildings into practical classrooms, creating a model for regional development that fosters collaboration between education, industry, and innovation [2] - This model benefits all parties involved: the park incubates local businesses, companies solve technical challenges at low costs, and universities cultivate practical talents aligned with industry needs [2] - Dongyi Drone plans to collaborate with local enterprises to expand drone application scenarios, targeting logistics, environmental monitoring, urban governance, and emergency rescue [2] Group 3 - Yizheng City is leveraging its strategic location and data support to focus on the drone industry, attracting leading companies and forming a complete industrial ecosystem from technology development to application [3] - The city has introduced an action plan for high-quality development of the low-altitude economy, aiming to become a demonstration city in East China within three years, supported by 18 specific policies [3] - The establishment of a drone industry-education innovation alliance and the introduction of a specialized program in drone application and countermeasures are aimed at cultivating skilled talent for the industry [3]

Core Insights - The event marks the final of the National Drone Football Championship organized by Geely Holding and Ablefly, showcasing the integration of technology and sports [1] - A total of 1,116 teams participated in the event, indicating widespread national engagement and international interest, including teams from Singapore [1] - The championship highlights the potential of drone football as an emerging platform to connect industries, promote consumption, and create engaging scenarios [1] Industry Impact - The event attracted numerous representative enterprises from sports, technology, and culture sectors, emphasizing the collaborative opportunities within these industries [1] - The involvement of international teams suggests a growing global interest in drone sports, which could lead to increased investment and innovation in this niche market [1] - The championship serves as a demonstration of how new technologies can enhance traditional sports, potentially leading to new business models and consumer experiences [1]

Core Insights - The article highlights the emerging opportunities in the low-altitude economy, particularly through the use of drones, which are seen as accessible technology for ordinary individuals to achieve financial success [4][5][9] - The low-altitude economy is projected to reach a market size of 1.5 trillion yuan by 2025 and is expected to exceed 3.5 trillion yuan by 2035, indicating a significant growth potential in this sector [5] Group 1: Industry Overview - The low-altitude economy consists of four core sectors: manufacturing, operation, infrastructure and information services, and supporting industries [5] - Key segments within these sectors include eVTOL (flying cars), industrial and consumer drones, logistics transportation, and professional training for drone operators [5][6] Group 2: Employment and Training - There is a significant demand for drone operators, with a reported talent gap of over one million in the industry [9] - Many graduates from drone-related programs are being hired even before graduation, with salaries for experienced operators reaching 30,000 to 40,000 yuan per month [9][10] - The rapid increase in drone training schools, from over 1,000 to more than 4,000 in a short period, reflects the growing interest and demand for skilled operators [10] Group 3: Challenges in the Industry - Despite the high demand, many new entrants face difficulties in securing well-paying jobs due to a lack of practical experience and the prevalence of subpar training programs [12][13] - New operators often encounter "pay-to-work" schemes and low starting salaries, which can deter them from entering the field [12][15] - The quality of training varies significantly, with some instructors lacking proper certifications and using inadequate training equipment [15] Group 4: Future Prospects - The industry is expected to undergo regulatory changes that will help standardize training and improve job prospects for new entrants [15][20] - There is a growing trend of integrating drone technology into various sectors, including agriculture, logistics, and entertainment, which presents further opportunities for growth [20][21] - The article emphasizes the importance of skill development and adaptability in navigating the evolving landscape of the low-altitude economy [21][23]