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]

北京商报讯（记者 王维祎）7月10日，在"两区"建设五周年重点园区专场新闻发布会上，延庆区委常 委，区政府党组成员、副区长，中关村延庆园管委会主任苏礼华表示，五年来，延庆区以科技创新为引 擎、绿色发展为底色，锚定低空产业等特色方向，着力打造京西北科技创新特色发展区 聚焦特色优势资源，延庆区发力低空技术未来产业赛道。自2020年10月获批中国民航局首批、北京市唯 一民用无人驾驶航空试验区以来，中关村延庆园大力发展以无人机和无人机反制为主的低空技术产业， 先后获评北京市无人驾驶航空示范区、北京市低空技术创新和产业发展先导区，集聚了超百家行业领军 企业，构建了涵盖研发设计、整机制造、运营服务、反制技术等环节的全产业链条。去年无人机产业产 值同比增长47.7%，营收同比增长50.2%。 推出低空旅游消费季活动，游客接待量屡创新高。产业生态加速形成，落地全市首个低空技术产业园， 纳入全市重点产业集聚区支持范围，园区基础设施配套条件显著改善。航天九院无人机装备产业基地、 中关村领航科技园等一批重点产业项目开工建设，扩展产业承载空间超百万平方米。引入中国机械总院 中机科检测公司、国家无线电监测检测中心、航天五院514所、中 ...

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].

Group 1: Economic Development and Growth - The "Two Zones" initiative has led to high-quality development in key parks, supporting regional economic transformation and growth [1] - Financial sector in Xicheng District has seen an average annual growth of 6.9%, projected to reach 279.7 billion yuan in 2024, accounting for 34.3% of the city's total [1] - The asset scale of financial institutions in Xicheng is expected to grow at an average annual rate of 6.0%, reaching 156.05 trillion yuan in 2024, representing 70.3% of the city's total [1] Group 2: Industry and Innovation - Lize Financial Business District has increased its number of enterprises from 572 to over 1,300, with a double-digit annual tax revenue growth [2] - Shijingshan's Shougang Park has attracted 48 foreign-funded enterprises, achieving an annual output value exceeding 73 billion yuan [2] - Fangshan District is developing a green energy industry system, focusing on new energy storage and hydrogen energy sectors [3] Group 3: Technological Advancements - Zhongguancun Yanqing Park has established itself as a hub for low-altitude technology, particularly in drone development, with over 100 leading enterprises [4] - The drone industry in the park experienced a 47.7% year-on-year growth in output value and a 50.2% increase in revenue [4]

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 ...

据了解，近年来随着国产自研高性能航空装备的亮相，及国际客户的需求增长，为国产航空装备出口带 来新机遇。广联航空始终注重技术研发与产业协同，不断提升产品性能与质量稳定性，强化与上下游产 业链的合作，致力于构建完善的军贸业务体系，以更好地把握国际市场机遇，推动业务持续拓展。 广联航空通过聚焦航空航天高端装备制造领域，持续为国内各主机厂及科研院所提供研制配套服务，部 分产品通过总体单位及专业军贸公司的渠道实现出口，其中WJ-700高空高速无人机等重点产品的整机 结构已实现批量交付。 广联航空（300900）披露投资者关系活动记录表显示，公司于7月9日举行路演活动，中泰证券 （600918）、国投瑞银和银华基金等19家机构投资者参加活动。 广联航空参与了国家批复的多个大型飞机研制项目，是C919大型客机的零部件、成型工装供应商和 C929货舱门等零部件及中机身壁板组件装配生产线的供应商，设计制造了AG600水陆两栖飞机的总装 配生产线，此外还为多种型号军用飞机、航空发动机、燃气轮机、航天器以及无人机研制航空航天配套 产品。 据广联航空介绍，公司在西安、成都、自贡等地的产能布局已进入释放期，聚焦航空航天高端装备的研 发 ...

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 ...

此外，广州大宗物业投资市场第二季度成交金额显著增长，录得成交总额为52.6亿元，环比增长3.5倍。 上半年累计成交总额达到64.4亿元，同比增长154%。从投资目的来看，以自用为目的购买宗数占总成 交50%，较2024年显著提升了33个百分点，当中，办公物业的购买目的均为自用。 （文章来源：中国新闻网） 据世邦魏理仕10日发布的2025年上半年广州房地产市场回顾，2025年上半年，广州录得35.9万平方米优 质写字楼入市，同比上升126%，均位于琶洲、金融城和鱼珠这三个新兴商务区。同时，上半年广州优 质写字楼净吸纳量有所改善，同比增长20.5%。 从具体成交看，科技互联网行业办公成交面积稳居所有行业的第一位，占比20%。紧随其后的是消费品 制造业、专业服务业、金融业、消费服务业、零售贸易和房地产建筑。科技互联网行业中，软件系统开 发企业占比最高，并且超过九成的成交面积位于琶洲。另外，快消品在消费品制造业中占主导。另外， 上半年还录得直播、低空经济和出海相关的新型行业成交案例。 世邦魏理仕华南区顾问及交易服务部办公楼负责人程志文表示，经济刺激政策正逐步修复市场信心，数 字经济、游戏及直播电商有望成为新增长点。作 ...

Group 1 - The event "Bay Innovation Future, Gathering Talents in Guangdong-Hong Kong-Macao" successfully concluded, featuring 27 promotional activities across 12 cities, attracting over 1,500 participants [2][3] - The activities aimed to connect mainland entrepreneurs with resources in the Guangdong-Hong Kong-Macao Greater Bay Area, enhancing collaboration and innovation [3][7] - The competition focuses on five key sectors: artificial intelligence and robotics, integrated circuits and low-altitude economy, medical health and biomanufacturing, food technology and modern agriculture, and modern services and cultural creativity [8] Group 2 - The competition includes three stages: preliminary, semi-final, and national final, with the preliminary round conducted through written reviews and the latter stages through live presentations [8] - Participants can win up to 500,000 yuan in funding, along with various support services such as brand empowerment, resource connection, talent services, and entrepreneurial subsidies [8] - The event aims to foster a supportive entrepreneurial environment and facilitate deep exchanges and cooperation between mainland and Hong Kong-Macao youth [8]