｜2025年7月11日星期五｜ NO.1 深圳上半年新增50多条无人机物流航线 据深圳新闻网7月10日消息，今年上半年，深圳市新增无人机物流航线50多条。目前，深圳市低空经济产业规上企业增加值达213.8亿 元，全市低空经济链上企业合计超过1900家。 点评：整体来看，深圳在低空经济领域已走在全国前列，产业生态不断完善、应用场景持续丰富。 NO.2 澳门前5月餐饮业电子支付交易额同比增长3.2% 7月10日，澳门特别行政区统计暨普查局资料显示，2025年前5个月，澳门餐饮业电子支付交易额同比增长3.2%至56.9亿澳门元。零售业 前5个月的交易额同比下跌13.6%至208.1亿澳门元，5月交易额的同比跌幅已进一步收窄。 点评：餐饮业电子支付额稳步增长，不仅是支付方式迭代的体现，更彰显了行业活力持续恢复。 NO.3香港财政司司长陈茂波在韩国参访创科企业 7月10日，香港特区政府财政司司长陈茂波在韩国首尔到访创科企业时表示，香港正大力发展人工智能领域，积极完善相关的基建，香港 科技园和数码港等创科机构正建构更蓬勃的创科生态圈。香港作为国际金融中心，拥有全链条的筹融资选项，保障数据和知识产权的法 律体系完善。 点评 ...

Core Viewpoint - The article highlights the commercial breakthrough of electric fixed-wing aircraft in China, specifically the RX1E-A, which is the first of its kind to obtain airworthiness certification for commercial operations, showcasing the potential of low-altitude economy in Hefei [2][3]. Group 1: Electric Aircraft Development - The RX1E-A electric fixed-wing aircraft is designed by a team led by Chinese Academy of Engineering academician Yang Fengtian and boasts 100% localization of core components [2]. - The aircraft has a maximum takeoff weight of 630 kg, can carry two people, has a range of 280 kilometers, a cruising speed of 120 km/h, and a flight duration of 150 minutes [2]. - The aircraft features a "5-minute rapid battery swap" technology, significantly enhancing operational efficiency and economic viability compared to traditional fuel aircraft [2]. Group 2: Low-altitude Economy Activation - Hefei has established a network of flying camps, with the first being the Lujian Flying Camp, which supports various low-altitude activities including training and cultural promotion [4][5]. - The city plans to build over 30 eVTOL takeoff points in the next three years, creating "3-minute flight circles" to stimulate consumption and foster an industrial ecosystem [5]. Group 3: Role of National Advanced Technology Application Center - The National Advanced Technology Application Center (Guoxian Center) plays a crucial role in supporting the development of flying camps by assisting with certification and commercial operation planning [6][7]. - The center aims to create a diverse ecosystem around low-altitude economy, integrating aviation sports with tourism and other resources to enhance the overall industry landscape [7].

其次，在智能电池领域，远东股份聚焦高端、布局海外、加速减亏。2025年上半年获千万元以上订单 9.72亿元。储能端，大储、工商业和户储持续增长，获"储能电池 系统榜单TOP10"；圆柱电芯，全系通 过3C认证，并获得UL、IEC等国际认证，高容产品持续增长，加速固态/钠离子电池研发布局，为长期 发展储备技术动能。铜箔聚焦高端产品和客户，持续减亏。 最后，在智慧机场方面，公司筑牢优势，拓展低空等新业务。京航安2025年上半年获千万元以上订单 18.15亿元，参建长江黄花国际机场、太原武宿国际机场、香港国际机场、尼加拉瓜蓬塔韦特国际机场 等项目。依托机场建设领域的技术与经验积累，布局低空经济业务，构建"规划—建设—应用"全链条服 务，提供"一站式"解决方案，赋能低空经济产业生态。（秦声） 7月10日晚，远东股份（600869）发布2025年半年度业绩预盈预告，公司2025年上半年预计实现归母净 利润1.2亿元到2.0亿元，增长192.49%到254.14%。 首先，在智能缆网方面，公司持续提升市占率，加快在AI、机器人、核电、海缆领域突破。2025年上 半年获千万元以上合同订单125.66亿元，同比增长20.68 ...

据悉，本届成都智博会为期三天，将持续至7月12日。同期举办2025年中国智慧产业链国际应用大会、 2025中国智慧能源大会、北斗规模化应用与低空经济发展专题活动等10余场主(专)题活动，涵盖"北斗 规模化应用""低空经济政策解读""智慧能源技术创新"等前沿议题，加速培育低空经济、北斗应用、智 慧能源等新质生产力，为四川经济高质量发展注入新动能。 本届成都智博会由四川国际商会、中国卫星导航定位协会、中国能源研究会共同主办，以"发展数字经 济，建设智慧社会"为主题，展览面积2万平方米，吸引四川省内外近200家行业领军企业参展。(完) （文章来源：中国新闻网） 中新网成都7月10日电(单鹏)第十届中国(成都)智慧产业国际博览会(以下简称"成都智博会")10日在成都 开幕。 为紧扣国家战略需求，本届展会首设"智慧能源"与"低空经济"两大主题展区。中亚区域经济合作研究院 (CAREC Institute)首席经济专家汉斯·霍尔茨哈克博士指出，能源是现代社会发展的基石，而智慧能源更 是未来全球能源发展的必然趋势，实现一个互联互通的智慧能源未来，需要巨大的投资、大胆的治理以 及广泛的国际合作。 泰国能源部名誉顾问威拉瓦特· ...

Core Insights - The development of the low-altitude economy is accelerating the demand for drone insurance, marking the beginning of a standardized insurance product era in China [1][2] Group 1: Policy and Market Dynamics - The introduction of the "Interim Regulations on the Flight Management of Unmanned Aerial Vehicles" in January 2024 mandates that drones must purchase liability insurance, creating a rigid demand for drone insurance in the low-altitude economy [2][3] - The current insurance rate for commercial drones is approximately 7%-10% of the drone's selling price, with higher policy amounts compared to consumer drones [3] Group 2: Market Size and Growth Potential - The existing drone application scenarios in China have reached 27, with the market size expected to reach several hundred billion yuan by 2025 [4] - The low-altitude economy insurance market is projected to reach 8 billion to 10 billion yuan by 2035, driven by emerging scenarios such as drone logistics and urban air traffic [4] Group 3: Standardization and Product Development - The standardization of drone insurance products is improving, with types including all-risk insurance for drones, third-party liability insurance, pilot accident insurance, and major equipment insurance [3][5] - The insurance industry is encouraged to establish industry data standards for drone insurance to enhance product pricing and claims mechanisms [6][7] Group 4: Future Outlook - The continuous improvement of drone insurance claims standards will help reduce operational costs for insurance companies and provide clearer options for users [7] - Collaboration among insurance companies, drone manufacturers, and regulatory bodies is essential for refining insurance products and services to support the growth of the low-altitude economy [7]

Investment Rating - The report assigns a "Hold" rating for the company, marking its first coverage [6]. Core Insights - The company is a leading player in the MEMS inertial sensor market, benefiting from a fully controlled technology chain and high gross margins, with a projected revenue of 4.05 billion yuan and a net profit of 2.22 billion yuan in 2024 [1][4]. - The company has established a strong market presence, achieving a 23.45% market share in domestic MEMS gyroscopes by 2022, up approximately 14 percentage points from 2019 [2]. - The IMU segment is expected to grow rapidly, with a CAGR of 175.8% from 2021 to 2024, driven by demand from low-altitude economy, advanced driving, and humanoid robots [3]. Summary by Sections Company Overview - The company, founded in 2012, has achieved full control over the technology chain from chip design to packaging and testing, with its third-generation MEMS gyroscope reaching international advanced levels [1][14]. - The leadership team has extensive experience in the semiconductor field, contributing to the company's technological advancements [16][18]. Core Product Layout - The company's core products, MEMS gyroscopes and accelerometers, have high technical barriers and are applicable in high-end industrial and unmanned systems [2]. - The company is gradually replacing imports in the MEMS inertial sensor market, with a focus on high-performance products [2][4]. IMU Growth Drivers - The IMU, which integrates gyroscopes and accelerometers, is positioned to benefit from emerging markets such as low-altitude economy and smart driving [3]. - The company is actively developing automotive-grade IMUs to meet the growing demand for high-precision positioning systems [3]. Financial Forecast and Investment Recommendations - The company is expected to achieve revenues of 6.19 billion yuan, 8.60 billion yuan, and 11.84 billion yuan from 2025 to 2027, with corresponding net profits of 3.39 billion yuan, 4.59 billion yuan, and 6.04 billion yuan [4][5]. - The projected EPS for 2025, 2026, and 2027 is 0.85 yuan, 1.14 yuan, and 1.51 yuan per share, respectively, with a PE ratio of 77X for 2025 [4][5].

证券代码：000768 证券简称：中航西飞 中航西安飞机工业集团股份有限公司 投资者关系活动记录表 公司坚定科技自立自强之路，强化科技创新体系战略支撑 作用，积极开展基础应用研究、前沿技术研究，统筹推进创新 平台建设，积极参与重大科技项目，全面优化创新激励机制， 充分激发创新内生动力，精心营造科技创新氛围，数智航空能 力体系建设深入推进，创新投入持续加强，依托大飞机创新原 成功孵化省部级实验室，高等级科技奖励不断取得突破，持续 赋能航空武器装备研制，加速形成新质战斗力。 公司拥有诸多国家发明专利、实用新型专利，形成了以大 型飞机、中型运输机、轰炸机、特种飞机、大型部件为代表的 飞机数智化研制体系，即数字化设计、数字化制造的协同研制 能力，专业齐全、技术领先的军民机产品研发设计能力，在无 人机智能化、低成本等关键技术领域取得突破。 （二）先进的民用航空 编号：2025-006 | 投资者关系 | 特定对象调研分析师会议 | | --- | --- | | | □媒体采访□业绩说明会 | | 活动类别 | □新闻发布会□路演活动 | | | ☑现场参观 □其他（请文字说明其他活动内容） | | 活动参与人员 ...

笔者注意到，这距离吉峰科技上一次易主不过才4年时间，彼时汪辉武携特驱教育拿下吉峰科技控制权，可谓意气风发。然后续几年，吉峰科技基本面并 无显著改善，汪辉武便匆匆转手控制权。 新主田刚印虽不如五月花和汪辉武在川名气大，但绝非"查无此人"，其旗下深圳联合飞机科技有限公司（以下简称"联合飞机"）正站在低空经济风口，后 续与吉峰科技的协同发展引发市场遐想。 不过，在此前5个月录得股价翻倍后，吉峰科技易主落定却迎来大跌。7月10日，公司股票低开低走，截至收盘报8.99元，跌7.03%。 （图片系AI生成） 7月9日晚间，吉峰科技（300022.SZ）发布公告称，控股股东协议转让股份过户完成，公司控股股东正式由四川特驱教育管理有限公司(以下简称"特驱教 育")变更为安徽澜石企业管理咨询有限公司(以下简称"安徽澜石") ，实控人由汪辉武变更为田刚印。 低价买来高价卖，汪辉武获利颇丰 早在今年4月16日，公司控股股东特驱教育和其一致行动人四川五月花拓展服务有限公司(以下简称"五月花拓展") 就与安徽澜石及汪辉武签署《股份转让 协议》，约定五月花拓展将其持有的7235.68万股股份(占上市公司总股本的14.64%) 转让给安徽 ...

Group 1 - The company participated in multiple large aircraft development projects approved by the state, serving as a supplier for components and assembly lines for various aircraft, including the C919 and AG600 [1] - The company's production capacity in locations such as Xi'an, Chengdu, and Zigong has entered a release phase, focusing on high-end aerospace equipment manufacturing [1][2] - The company aims to ensure stable fundamentals and strong profitability by optimizing capacity configuration and mitigating operational risks [2] Group 2 - The company is leveraging its technological advantages and capacity release in key industrial bases to build a development pattern that combines core business stability with emerging business growth [2] - The rise of domestically developed high-performance aerospace equipment and increasing international demand presents new opportunities for the export of domestic aerospace products [2] - The company has established partnerships within the low-altitude economy sector, utilizing its core technologies to support the development and production of drones [3] Group 3 - The commercial aerospace sector is experiencing rapid growth, with expanding market space driven by technological advancements and application expansion [3] - The company is positioned to capture growth opportunities in the commercial aerospace market by leveraging its technological foundation and layout advantages [3]

黄浦江畔夏意浓，汉沪携手启新程。7月9日下午，"走进长三角 硚见新机遇"2025楚商 聚硚投资促进交流会在上海举行。来自人工智能、现代商贸、大健康及金融投资等领域的近 百位长三角企业家代表与武汉市、硚口区领导齐聚一堂，共绘合作蓝图。活动签约诺玛具身 智能人形机器人、上海电气生物医疗、摩天飞航低空经济等20个重点项目，为汉沪产业协同 发展注入强劲动能。 跨越千里双城联动 历史纽带再续新篇 武汉市人民政府驻上海办事处主任李琛表示，武汉作为长江经济带核心、上海作为长三 角龙头的战略地位，期待双方以此次交流会为平台，推动资源互通、优势互补，共同谱写高 质量发展新篇章。 "十里洋场大上海，大江大湖大武汉。虽隔千里，但一衣带水、一江连心。"硚口区人民 政府区长赵宏亮在致辞中以澎湃激情向在场企业家发出"硚口之约"。他从历史纵深切入，细 数明代上海商船溯江抵汉、民国荣氏家族硚口兴业、同济医学院内迁扎根等沪汉交融的生动 史实，彰显两地血脉相连的深厚根基。 活动现场，以"四个相约"立体呈现硚口魅力：相约汉正街，续写商贸传奇；相约汉江 湾，弄潮数智蓝海；相约环同济，共享健康机遇；相约硚口，共赢广阔未来。 创新推介场景发布 前沿智慧 ...