近日，十部门联合发布《低空经济标准体系》，覆盖航空器、基建、空管等五大板块，明确到 2030年基本形成结构优化、先进合理、国际兼容的低空经济标准体系。标准落地不是终点，唯有 破解空域管理、基建配套等现实堵点，才能让低空经济真正飞入寻常百姓家，成为新质生产力的 重要增长极。 校对： 苏焕文 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes END 低空经济的潜力有目共睹。中国民航局预测，到2035年，我国低空经济的市场规模有望突破3.5万 亿元。近年来，低空经济运营已在多地试点推进，合肥搭建低空配送网络，深圳让AI赋能低空飞 行服务，无人机巡查、低空物流、载人观光等场景已逐步落地，低空经济已从"概念热"迈向"规范 跑"。此次标准体系出台，恰好补齐了此前技术、管理无统一规范的短板，为产业发展画出"施工 图"，避免了无序竞争与重复建设。 热潮之下，落地难题仍不容忽视。如不少地方陷入"重标准、轻落地"的误区，空域审批繁琐、基 建滞后、人才短缺等问题制约着产业发展。有的地 ...

不过，博汇科技在研发上一直持续高投入。2025年前三季度，公司研发费用达3926.29万元，同比增长14.38%，占 同期营业收入比例约为34%。 当前，博汇科技参投了低空经济领域项目并成立相关子公司，公司表示，子公司将聚焦于低空经济相关业务，整 合各方资源，加大技术研发投入，推动低空经济技术和服务的创新升级。 长江商报消息●长江商报记者 黄聪 博汇科技（688004.SH）持续亏损之下，公司董事长黯然离职。 2月2日晚间，博汇科技公告显示，因个人原因，孙传明提出不再担任公司董事长、董事及董事会专门委员会委员 相关职务。离任后，孙传明将不在公司及控股子公司任职。 孙传明离职后，郭忠武成为博汇科技新任董事长。两人均为上市公司实际控制人，持股比例分别为17.61%和 6.74%。不同的是，从简历来看，郭忠武是一位"学者型董事长"。 业绩方面，长江商报记者发现，2022年至2025年，博汇科技归母净利润连续4年亏损，累计亏损金额超过1.3亿 元。 进入"学者型董事长"时代 2月2日晚间，博汇科技发布的公告显示，公司近日收到公司董事长孙传明提交的书面辞职报告。因个人原因，孙 传明提出不再担任公司董事长、董事及董事会专 ...

Core Insights - The article discusses the journey of Zhang Wenxue, founder and chairman of Beijing Dianqing Technology Co., Ltd., who transitioned from a stable career in the aerospace sector to entrepreneurship in the hybrid aviation field, which was considered a "niche" at the time but is now gaining traction in the low-altitude economy [1][2]. Group 1: Company Background - Zhang Wenxue's background includes significant experience in aerospace, where he gained insights into the development of aviation power systems [2]. - The company focuses on developing high-power electric energy systems for aviation, addressing three core issues: energy source, storage, and distribution [4]. - The latest product from the company achieves a power density close to 20 kW/kg, surpassing some international competitors [4]. Group 2: Industry Trends - The low-altitude economy is emerging as a strategic new industry, with increasing demand for long-range eVTOL (electric vertical takeoff and landing) aircraft [6]. - The company has chosen a hybrid approach to aviation technology, which is deemed more suitable for medium to long-haul and heavy-load scenarios compared to pure electric solutions [5]. - The article highlights the significant efficiency gap between electric vertical takeoff aircraft and ground vehicles, with a 1.5-ton aircraft consuming one kilowatt-hour of electricity to fly only 400 meters, compared to 6 to 8 kilometers for a car [5]. Group 3: Organizational Development - The transition from a technical engineer to an organizational architect has been a significant learning curve for the company, emphasizing the need for a balance between technology, market demand, and cost control [6]. - The core team comprises experts from various fields, including aerospace and new energy vehicles, fostering a collaborative environment that merges high reliability with cost efficiency [7]. - The company aims not only to be a leading supplier of power systems but also to contribute to the establishment of new aviation power standards [7].

Industry Overview - The low-altitude economy is a crucial sector in China's strategic emerging industries, transitioning from pilot exploration to large-scale and standardized development, with an urgent need for improved institutional frameworks [1] - A national-level standard system for the low-altitude economy has been officially released, laying a solid institutional foundation for high-quality industry development [1] Standardization and Regulatory Framework - The "Guidelines for the Construction of Low-Altitude Economic Standard System (2025 Edition)" was jointly issued by ten government departments, aiming to establish a basic standard system by 2027 and over 300 standards by 2030 [1][4] - The guidelines aim to clarify technical rules and market expectations across the low-altitude economy industry chain, removing barriers to large-scale development caused by standardization issues [2] Company Developments - Zhejiang Wanfeng Aviation (002085) has acquired core assets from German eVTOL company Volocopter, integrating advanced technologies to create a multi-scenario product matrix including fixed-wing, vertical take-off and landing aircraft, and drones [2] - Zhejiang Jindun Wind Power Co., Ltd. has established a wholly-owned subsidiary to focus on the research and industrialization of ducted fans, achieving successful ground performance and reliability verification [3] - SF Holding (002352) has launched the first "air-ground collaborative" smart logistics operation center in Shenzhen and is expanding its low-altitude logistics network in the Guangdong-Hong Kong-Macao Greater Bay Area [3] Future Outlook - The new Civil Aviation Law of the People's Republic of China will take effect in July 2026, further supporting the low-altitude economy [4] - The "four-dimensional integration" standard system established by the guidelines will align with new policies, providing safety, efficiency, and collaboration to support the large-scale development of the low-altitude economy [4]

低空经济作为新质生产力发展的标志性领域之一，已跃升为全球竞相追逐的关键战略性新兴产业赛道。 《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》提出，"加快新能源、新材料、航 空航天、低空经济等战略性新兴产业集群发展"。在这一国家战略蓝图的指引下，近期地方两会和相关 政策纷纷将目光投向低空经济，清晰勾勒出地方实践的路线图。 2026年，被业内视为低空经济从概念验证迈向规模化应用的关键转折年。不少低空经济企业对《证券日 报》记者表示，当下地方政府对这一领域关注度空前，正不遗余力地培育低空经济产业生态。 我国加速推进空域管理改革，优化空域资源配置，为低空飞行活动提供更为开放、灵活的空间。例如， 新修订的《中华人民共和国民用航空法》将于2026年7月1日正式施行，在通用航空、低空经济、飞行安 全、旅客权益保护等多个方面对现行法律进行了完善。《民用无人驾驶航空器实名登记和激活要求》 《民用无人驾驶航空器系统运行识别规范》两项强制性国家标准将于2026年5月1日起正式实施，从技术 上解决无人机"谁能飞"和"谁在飞"等问题，为无人机行业安全有序发展提供了重要保障。 杭州迅蚁网络科技有限公司品牌总监郭坤玉对记者介绍 ...

2月2日，市场监管总局会同中央空管办、国家发展改革委等十部门联合发布《低空经济标准体系建设指南（2025年版）》。 指南明确，到2027年，低空经济标准体系基本建立，基本满足低空经济安全健康发展需求。到2030年，低空经济领域标准超过300项，结构优化、先进合 理、国际兼容的低空经济标准体系基本形成，为低空经济安全健康发展提供有力支撑。 指南坚持"安全为基、创新驱动、产业协同、国际接轨"，重点围绕低空航空器、低空基础设施、低空空中交通管理、安全监管和应用场景五大核心领域， 建立技术标准与管理规范融合、国内标准与国际规则融合、强制性标准与推荐性标准融合、基础标准与场景标准融合的"四维融合"标准供给体系，强化标 准全生命周期管理，构建央地协同、产学研联动的标准化创新生态，为低空经济安全健康发展提供有力支撑。 | 首页 > 政策 > 国务院政策文件库 > 国务院部门文件 | | 字号:默认 大 超大 打印 收藏 ☆ 留言 8 6 2 2 | | --- | --- | --- | | 标 | 市场监管总局等部门关于印发《低空经济标准体系建设指南 题: | 发文机关: 市场监管总局等 | | (2025年版)》的通知 ...

先进电池与能源材料展 2026年6月10-12日 上海新国际博览中心 主办单位： DT先进电池 DT新材料 DT未来产业 参展 联系 章群群 15314597971（微信同号） 曾 瑶 18958254586（微信同号） 扫码参展 一、 展会介绍 高安全、长续航、低成本的电池技术是智能汽车、机器人、低空经济、人工智能、消费电子、通信 ......等新兴和未来产业发展最重要的需求之一，是各国竞相发展的下 一代电池技术，也是全球科学研究和投资热点。 2026未来产业新材料博览会 （ FINE2026） 特设 先进电池与能源材料展区 ，以终端应用需求引领，重点聚焦 "人形机器人电池" 、 "智能汽车电池" 、 "低空飞行器电 池" 、 "商业航天电池" 、 "AI数据中心储能" 、 " 通信储能储能 "等核心场景，展示最先进的电池系统、固态电池、钠电池、正负极、干法电极、电解质、隔膜、集流 体、3D打印以及电池制造技术与材料。 同期， 第十届国际碳材料产业展览会 (Carbontech 2026) ，进一步强化国内少有的 "酚醛树脂—多孔材料—硅基负极"、 " 石墨烯 -碳纳米管-炭黑"、"活性炭—硬/软碳—电 容 ...

Investment Rating - The report gives a "Recommended" rating for the company, marking its first coverage [1][11]. Core Insights - The company is the leading road passenger transport enterprise in Sichuan Province and the only special-grade passenger transport enterprise in the province, actively pursuing three strategic transformation directions: integration of transportation and tourism, low-altitude economy, and unmanned logistics [5][7][12]. Company Overview - The company has a total share capital of 31,348.90 million shares and a total market value of 40.06 billion yuan [2]. - As of June 30, 2025, the company operates 6,179 vehicles and 846 passenger transport routes [5][17]. Financial Performance - Revenue has largely recovered to 2019 levels, with passenger transport income accounting for over 70% of total revenue [5][30]. - The company expects a net profit attributable to shareholders of 165 to 196 million yuan in 2025, representing a year-on-year growth of 35% to 60% [5][37]. - Investment income has been a significant source of profit, contributing over 75% to total profit from 2020 to 2024 [5][42]. Strategic Transformation 1: Integration of Transportation and Tourism - The company benefits from the growing population in Chengdu, which is expected to contribute 67.87% of revenue in 2024 [5][58]. - The company has launched eight convenient bus routes with an occupancy rate exceeding 85% [5][58]. Strategic Transformation 2: Low-Altitude Economy - The integration of logistics and low-altitude operations is seen as a significant opportunity, with partnerships being explored to enhance operational efficiency [5][9]. - The company is collaborating with Fengyi, a leading logistics drone company, to develop a low-altitude logistics service system [5][9]. Strategic Transformation 3: Unmanned Logistics - The unmanned logistics sector is supported by favorable policies and presents new business opportunities [5][10]. - The company is actively exploring partnerships with leading unmanned vehicle companies to implement unmanned delivery services [5][10]. Investment Recommendations - The company is projected to achieve net profits of 180 million, 220 million, and 200 million yuan from 2025 to 2027, with corresponding EPS of 0.6, 0.7, and 0.6 yuan [11][37].

（来源：千龙网） 近日，记者从四川省教育厅发布的《关于公布第三批省级现代产业学院名单的通知》中了解到，由成都 航空职业技术大学无人机产业学院（人工智能学院）、供应链管理学院联合四川省内多家公司以及四川 省职业能力建设协会共同申报的"四川省低空经济产业学院"成功立项建设。 据悉，本次申报严格按照《四川省教育厅关于开展第三批省级现代产业学院建设工作的通知》精神，经 高校申报、专家评审论证、教育厅党组会审议等程序，最终确定立项建设四川省低空经济产业学院。 据介绍，此次省级产业学院的立项建设，是成都航空职业技术大学深化产教融合、服务区域发展战略的 重要成果。成都航空职业技术大学将围绕四川省低空经济产业学院的建设目标，联合区域内低空经济领 域优势企业、链主企业，校企深度融合共享共建，聚焦无人化、智能化、网络化、数字化核心技术，培 养低空经济产业链急需的高技术高技能人才，推动低空经济高质量协同发展。 成都航空职业技术大学无人机产业学院（人工智能学院）、供应链管理学院骨干教师团队，联合共建单 位技术骨干精心撰写申报书，系统梳理现代产业学院建设的总体目标、建设规模与布局规划，与区域产 业发展规划的衔接，提出了可实施的现代产业 ...

Group 1 - The core viewpoint emphasizes the need for coordinated efforts in investment, consumption, and exports to drive economic growth in Jinshan District, aiming to achieve economic indicators that match or exceed the city's average growth rate [1][3] - Investment strategies focus on combining investments in physical assets and human resources, with an emphasis on managing major projects throughout their lifecycle and enhancing talent policies to support industrial development [3][4] - Consumption initiatives will leverage national and municipal policies to stimulate demand in key sectors like automobiles and home appliances, while promoting integrated development in tourism and agriculture [3][5] Group 2 - The strategy for industrial transformation in Jinshan includes balancing new and old development dynamics, with a focus on advancing the automotive industry through projects like the Lexus electric vehicle initiative and developing the low-altitude economy [4][5] - The plan aims to cultivate emerging industries such as biomanufacturing and green energy while upgrading traditional sectors like petrochemicals through technological improvements [5] - Efforts will also be made to optimize industrial land use by revitalizing inefficient land and facilitating the exit of outdated enterprises, promoting a more efficient industrial park transformation [5]