被何小鹏称为"与历届最不同的"2025年小鹏AI科技日，AI成为了关键词。 活动现场，小鹏汽车围绕"物理AI"发布了四项重要应用，包括小鹏第二代VLA、小鹏首款Robotaxi、全 新一代IRON，以及汇天两套飞行体系，勾勒出物理AI未来出行的清晰图景。 在人工智能与低空经济成为全球科技竞争制高点的当下，广东省及广州市密集出台的产业政策，为相关 技术的落地描绘了清晰的蓝图。在此背景下，2025年小鹏AI科技日发布的系列创新，不止是一家企业 的例行技术展示，更是对区域战略的深度呼应与实践。 只要细细品味，小鹏此次技术发布会绝非简单的创新成果发布。人们发现，技术版图与省、市两级的产 业规划高度同频，成为了小鹏成功的深层逻辑。 第二代VLA大模型端到端的物理世界AI模型，跨域驱动多种载体，呼应省里攻关低空领域关键核心技 术的决心，并以"全栈自研"实践了广州政策中培育"创新生力军"的路径。 首款Robotaxi+机器人+低空经济 区域战略下的精准落子 同时，何小鹏宣布，汇天飞行体系"陆地航母"正式进入量产阶段，预计2026年规模化量产交付，全倾旋 固定翼飞行汽车"A868"面向商务出行，已进入试飞阶段，并规划低空旅游 ...

Core Viewpoint - The 7th Air Silk Road International Cooperation Forum (ASRIF) will be held in Shaanxi on November 27-28, 2025, focusing on high-quality development of the "Air Silk Road" and promoting collaboration and future planning [1]. Group 1: Event Overview - The forum will gather over 300 guests, including officials from relevant ministries and local governments, representatives from international organizations, and executives from the aviation industry [1]. - The event will feature a rich content system, including a main forum, parallel forums, a special event called "Air Silk Road Night," and on-site visits [1]. Group 2: Main Forum Highlights - Keynote speeches will be delivered by prominent figures such as Huang Qifan, former mayor of Chongqing, and Xie Xingquan, Vice President of the International Air Transport Association for North Asia, focusing on the development of the Air Silk Road and international air transport trends [2]. - Discussions will cover topics such as expanding openness in the northwest region, building the Xi'an Xianyang International Aviation Hub, constructing a green and smart Air Silk Road, and promoting the integration of air travel and the economy [2]. Group 3: Parallel Forum Themes - The parallel forums will address three main themes: the first forum will explore cross-national collaboration in low-altitude infrastructure development, the second will focus on integrating education and industry in low-altitude economic development, and the third will promote the integration of aviation and cultural tourism [3]. - The "Air Silk Road Night 2025" event will host over 200 guests to facilitate government-business exchanges and commercial negotiations [3]. Group 4: Strategic Importance of Shaanxi - Shaanxi, as the starting point of the ancient Silk Road, holds a strategic position that connects the Greater Guanzhong area, the northwest, and extends to Central Asia and Europe [3]. - Hosting the forum in Shaanxi is seen as a continuation of the Silk Road spirit and a crucial step in transforming the concept of the "Air Silk Road" into practical collaboration and regional synergy [3].

Group 1 - MSCI announced the results of its index review for November 2025, including the addition of 26 Chinese stocks to the MSCI China Index and the removal of 20 stocks [3][10][12] - The newly added stocks include several resource companies and technology firms in sectors such as semiconductors and high-end manufacturing, such as China Gold International (H-share) and Ganfeng Lithium (H-share) [7][9] - The stocks removed from the MSCI China Index include notable companies like Dong-E E-Jiao and Haier Smart Home [12] Group 2 - The MSCI China A Onshore Index also saw adjustments, with 17 stocks added and 16 stocks removed, including companies like Qianli Technology and Shanghai Electric [13][14] - Foreign investment institutions remain optimistic about A-share markets and Chinese innovative companies, with recommendations to focus on high-quality private enterprises and sectors with strong cash flow [15][16] - The potential for overseas funds to flow back into emerging markets, including A-shares, is highlighted, especially in light of the ongoing interest rate cuts by the Federal Reserve [16]

"每届的进博会成为见证和记录中国低空经济企业修炼内功、展示能力、结交新朋、达成合作的重要平台。"沃兰特航空负责人对记者表示，此次一系列签约 合作，将帮助沃兰特构建"制造-金融-运营-场景"全链低空经济生态的战略布局。 连续确定订单刷新确认订单纪录 新华财经上海11月6日电（记者王鹤）11月6日，在第八届中国国际进口博览会上，eVTOL制造企业沃兰特航空与北京亦庄国际融资租赁有限公司、北京神 州汽车租赁有限公司、迪拜IC Leasing，中国飞龙通航、山西成功通航、欧洲DC Aviation，供应商西百克科技分别签署多项合作协议。 本次签约订单数量95架、签约金额达23.75亿元，再添高等级商用客运eVTOL（电动垂直起降航空器）第四个商业确认订单并再获订金数千万元，推动以主 机为牵引的低空经济生态构建与产业落地。 沃兰特此次与北京亦庄国际融资租赁有限公司签署了关于VE25-100天行航空器确认订单，这是沃兰特继南航通航、亚捷航空、农银金租后又一千万元级确 认订单，刷新了海内外确定订单的记录，确认订单的加持也让行业对高等级商用客运eVTOL的发展前景确定性更高。 沃兰特还与出行服务商北京神州汽车租赁公司达成战略 ...

Group 1 - The defense and military sector saw a significant surge, with Triangular Defense stock hitting a 20% limit up, leading to a trading volume exceeding 2 billion yuan, a new high in nearly a year [1] - Triangular Defense announced a development agreement and framework order with Siemens Energy, which has a gas turbine order backlog of approximately 136 billion euros for the first half of 2025 [1] - The Defense and Military ETF (512810) also rose, reaching a peak of 1% during trading, with net subscriptions totaling over 29 million yuan in the previous four trading days [1] Group 2 - According to Dongfang Securities, some upstream sectors in the defense and military industry showed improved performance in Q2, indicating a strengthening outlook for the sector [3] - The third-quarter reports revealed that 68 out of 79 component stocks in the Defense and Military ETF (512810) were profitable, with over half showing year-on-year growth, and 15 stocks exceeding 100% growth [3] - Shenwan Hongyuan Securities noted a trend of quarterly improvement in financial reports, with expectations for "14th Five-Year Plan" related orders to gradually materialize, potentially driving the defense and military market upward [3] Group 3 - The top 15 stocks in the Defense and Military ETF (512810) showed significant year-on-year net profit growth, with companies like Chuanjiang New Material and Gaode Infrared reporting net profit increases of over 20 times and 10 times, respectively [4] - The ETF serves as an efficient tool for investing in core assets of the defense and military sector, covering various hot topics such as commercial aerospace, low-altitude economy, controllable nuclear fusion, large aircraft, deep-sea technology, and military AI [4]

Core Viewpoint - Xinke Mobile's stock price has shown fluctuations, with a year-to-date increase of 10.91% but a recent decline over the past five and twenty trading days [2] Group 1: Stock Performance - As of November 6, Xinke Mobile's stock price increased by 2.01% to 6.61 CNY per share, with a trading volume of 1.03 billion CNY and a turnover rate of 0.79%, resulting in a total market capitalization of 22.598 billion CNY [1] - Year-to-date, Xinke Mobile's stock price has risen by 10.91%, while it has decreased by 2.07% over the last five trading days and 7.42% over the last twenty trading days [2] Group 2: Financial Performance - For the period from January to September 2025, Xinke Mobile reported a revenue of 3.763 billion CNY, representing a year-on-year decrease of 9.25%, while the net profit attributable to shareholders was -165 million CNY, showing a year-on-year increase of 2.84% [2] Group 3: Shareholder Information - As of September 30, 2025, Xinke Mobile had 48,000 shareholders, an increase of 1.42% from the previous period, with an average of 42,015 circulating shares per shareholder, up by 44.23% [2] - Among the top ten circulating shareholders, the Southern CSI 500 ETF held 19.8301 million shares, a decrease of 364,800 shares from the previous period, while the Hong Kong Central Clearing Limited increased its holdings to 18.8249 million shares, an increase of 3.2442 million shares [3] Group 4: Business Overview - Xinke Mobile, established on December 29, 1998, and listed on September 26, 2022, is a high-tech enterprise controlled by a central state-owned enterprise, primarily engaged in mobile communication international standard formulation, core technology research and development, and industrialization [2] - The company's main business revenue composition includes: integrated mobile communication services (35.01%), system equipment (21.44%), industry private network equipment and others (16.24%), antenna equipment (14.09%), indoor distribution equipment (6.58%), mobile communication network operation and maintenance services (5.84%), and other supplementary services (0.80%) [2]

潮鸣街道商务楼宇 这两天，杭州禾呈羽航空服务有限公司董事长刘杰化身为高频次"空中飞人"，密集奔赴青岛、长 春、哈尔滨等地，全力推进北方市场的低空业务拓展。 去年10月落地拱墅，禾呈羽航空虽成立不足一年，却凭借精准的赛道布局实现跨越式成长。其核心 发力的"干线外卖物流配送"应用场景，成功入选2024年度杭州市低空经济十大应用场景典型案例，成为 行业内"后起之秀"的代表。 看中拱墅"一主多支"水系 未来计划打造空地一体综合服务站 为了构建人工智能AI产业生态，持续吸引产业链优质企业集聚潮鸣，潮鸣街道相关负责人介绍， 他们利用北部资源与服务联动，禾呈羽航空落地拱墅网谷创新中心，像元谷熙晔车船智能项目，就落在 智能船舶创新中心，创新"研发—制造—销售"的空间配置模式。 "它是杭州城市核心区，道路比较拥堵，有很大的低空物流需求，同时，这里有"一主多支"水系， 有京杭运河和上塘河等天然水网资源，具备布局低空航线和空地协同节点的天然优势，可以降低飞行风 险，提升配送效率。"刘杰透露，对于创业型企业来说，需要打造标杆低空场景，拱墅区就有这样的场 景优势。 谈及未来规划，刘杰目标明确：在拱墅区打造"以空地一体综合服务站为核心节 ...

人民财讯11月6日电，11月6日，在第八届中国国际进口博览会(进博会)上，低空经济企业沃兰特航空与 知名租赁公司北京亦庄国际融资租赁有限公司、北京神州汽车租赁有限公司、迪拜IC Leasing，知名运 营公司中国飞龙通航、山西成功通航、欧洲DC Aviation，供应商西百克科技分别签署了多项合作协 议。本次签约订单数量95架、签约金额达23.75亿元，为公司再添高等级商用客运eVTOL第四个商业确 认订单，并获订金数千万元。 ...

Group 1 - MSCI announced the results of its index review for November 2025, with 26 Chinese stocks being added to the MSCI China Index and 20 stocks being removed, effective after the market close on November 24, 2025 [1][4][7] - The MSCI China Index is significant as it includes stocks that enter the MSCI Global Standard Index series, attracting substantial passive investment [3][4] - The newly added stocks include various resource companies and technology firms, such as China Gold International (H-share), Zijin Mining International (H-share), and Ganfeng Lithium (H-share) [4][6] Group 2 - The MSCI China Index removed 20 stocks, including notable companies like Dong-E E-Jiao and Haier Smart Home [7][8] - In addition to the MSCI China Index, the MSCI China A Onshore Index also saw adjustments, adding 17 stocks and removing 16 [8][9] - Foreign investment institutions remain optimistic about A-shares and Chinese innovative companies, with a focus on sectors like artificial intelligence and aerospace [10]

Core Viewpoint - The aerospace ETF (159227) is experiencing significant growth, with a 1.59% increase and a trading volume of 1.25 billion yuan, indicating strong market interest and performance in the aerospace sector [1]. Group 1: ETF Performance - The aerospace ETF (159227) has reached a total scale of 1.726 billion yuan, making it the largest aerospace ETF in the market [1]. - Key holdings in the ETF, such as Triangular Defense and Aero Engine Corporation of China, have hit the daily limit, reflecting positive investor sentiment [1]. Group 2: Industry Developments - The 2025 Nanchang Flight Conference and Aerospace Industry Expo recently concluded, showcasing over 60 aerospace companies and research institutions, highlighting advancements in low-altitude economy products [1]. - The low-altitude economy is seeing significant breakthroughs across policy and industry levels, with a potential trillion-yuan market emerging [1]. - The aerospace ETF closely tracks the Guozheng Aerospace Index, selecting leading companies in sectors such as large aircraft manufacturing, low-altitude economy, and commercial aerospace [1].