2、中共中央、国务院发布关于《现代化首都都市圈空间协同规划（2023－2035年）》，其中指出，要建成以首都为核心的世界一 流都市圈、先行示范中国式现代化的首善之区；高标准高质量建设河北雄安新区，把北京城市副中心建设成为首都发展新的增长极。 3、据伊朗政府相关人士透露，伊朗总统已正式下令开启与美国的核问题专项谈判。伊朗外交部发言人在当天早些时候的表态中也证 实，伊美双方极有可能在未来几天内展开对话。据悉，本次谈判有望实现高层对接。 4、上海启动收购二手住房用于保障性租赁住房工作。 5、沪市首份年报出炉，芯导科技2025年净利润同比下降4.91%。 4、 美国将把印度"对等"关税税率从25%下调至18%，即日起生效。 行 业 新 闻 1、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）》，其中提出，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。 2、工信部发布强制性国家标准《汽车车门把手安全技 ...

Group 1: Industry Overview - The National Market Supervision Administration, along with ten other departments, released the "Guidelines for the Construction of Low-altitude Economic Standard System (2025 Edition)", aiming to establish a basic low-altitude economic standard system by 2027 and over 300 standards by 2030 to support safe and healthy development [1] - The low-altitude economy is transitioning from concept validation to practical application, with a rapid increase in the number of related enterprises and continuous market growth [1] - By 2025, the low-altitude economic market in China is expected to reach 1.5 trillion yuan, potentially growing to 3.5 trillion yuan by 2035, indicating its significance as a new emerging industry [2] Group 2: Company Developments - Shenzhen City Transportation Group announced plans to raise up to 1.8 billion yuan for the development of intelligent transportation models, low-altitude and autonomous driving technologies, and global business expansion [3] - Unisoc Technology has established a central research institute to enhance its research capabilities in AI chips for applications in autonomous driving and low-altitude flying vehicles [3] - Xpeng Motors' CEO shared a vision for advancing flying cars, aiming for stable progress in related fields between 2026 and 2028 [6] Group 3: Market Trends - The consumer-grade drone market in China is projected to reach 48.9 billion yuan in 2024, with a year-on-year growth of 20%, while the industrial-grade drone market reached 113.4 billion yuan in 2023, indicating greater growth potential [4] - The low-altitude economy is recognized as a key area for developing new production capabilities and creating trillion-yuan-level emerging industries [2] Group 4: Technological Innovations - ZTE Corporation has completed a pilot project for a 5G-A sensing system, enhancing low-altitude perception and detection capabilities [6] - CATL's ecological enterprise has launched a "sea and air integrated low-altitude economic solution," marking a significant advancement in low-altitude infrastructure and applications [7]

朱克力（国研新经济研究院创始院长、湾区低空经济研究院院长） 首先，制造业基因的深度赋能，为无人机产业提供了全链条支撑。广东是全国制造强省，从泛家居、汽 车零部件到电子信息产业，形成了覆盖材料研发、精密制造、电子元器件的完整产业体系，而这恰恰与 无人机生产所需的轻量化材料、高精度电机、智能控制系统等核心环节高度契合。例如，佛山南海的无 人机企业世寰智能，能快速整合本地的电机制造、电池储能资源，研发出兼具安防与物流功能的多用途 无人机；中山福昆航空科技的电动垂直起降机型，其机身材料与珠三角的复合材料产业一脉相承。这 种"就近取材"的产业链优势，不仅降低了企业的研发与制造成本，更缩短了产品从实验室到生产线的周 期。数据显示，广东聚集了1.5万余家低空经济相关企业，形成了从核心部件到整机生产、从运营服务 到产业金融的全生态链，这种"集群效应"让广东在无人机产业竞争中占据天然优势。 场景创新的先行先试，为无人机技术迭代提供了"试验场"。低空经济的发展，离不开"应用牵引技术"的 逻辑支撑，而广东恰恰拥有最丰富的场景资源。从政务服务到民生消费，从应急救援到跨境物流，广东 通过开放多元场景，让无人机技术在实践中不断完善。在公 ...

Group 1 - The National Market Regulation Administration, along with ten other departments, released the "Low Altitude Economy Standard System Construction Guide (2025 Edition)", aiming to establish a basic standard system for low altitude economy by 2027 and over 300 standards by 2030 to support its safe and healthy development [1] - The low altitude economy is transitioning from concept validation to practical application, with a rapid increase in the number of related enterprises and continuous market growth [1] - Policy innovations are providing solid support for the development of the low altitude economy, including the establishment of a statistical classification for the low altitude economy and core industries [1] Group 2 - Local governments are forming significant industrial clusters in the low altitude economy, with Shanghai aiming for a core industry scale of over 80 billion yuan by 2028 and Chongqing promoting high-quality development through various policy measures [2] - The China Civil Aviation Administration predicts that the low altitude economy market will reach 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035, positioning it as a core track for cultivating new production capacity [2] Group 3 - Listed companies are accelerating their strategic layouts in the low altitude economy, with Shen Cheng Jiao planning to raise up to 1.8 billion yuan for various projects including low altitude and autonomous driving technologies [3] - Ziguang Guowei is establishing a central research institute to enhance its research capabilities in low altitude vehicles and other applications [3] - The low altitude economy is recognized as a national strategic focus, with its development expected to create several trillion-level market growth points [3] Group 4 - The consumer-grade market for drones is projected to reach 48.9 billion yuan in 2024, growing by 20%, while the industrial-grade market is expected to reach 113.4 billion yuan in 2023, indicating greater growth potential [4] - The drone industry is advancing rapidly, although there is still room for improvement in policy standards [4] Group 5 - ZTE Corporation is advancing its low altitude perception and detection technologies through pilot projects in collaboration with industry partners [6] - XPeng Motors is working towards stable advancements in flying cars, with aspirations for significant progress between 2026 and 2028 [6] - GAC Group has received nearly 2,000 orders for its flying car, GOVY AirCab, which is undergoing airworthiness reviews and is expected to begin deliveries by the end of 2026 [6] Group 6 - CATL's ecological enterprise, Fei Aviation Technology, launched a "zero-carbon water airport + eVTOL aircraft" solution, marking a significant breakthrough in low altitude infrastructure and application scenarios [7]

·中共中央、国务院发布关于《现代化首都都市圈空间协同规划（2023－2035年）》的批复，要求高标 准高质量建设河北雄安新区，把北京城市副中心建设成为首都发展新的增长极。 ·《广东省2026年优化市场化一流营商环境工作方案》印发。工作方案提出，推动碳排放权交易市场建 设，支持广州期货交易所推进碳排放权期货市场建设，适时研究推出碳排放权相关的期货品种。 ·据特斯拉官微消息，第三代特斯拉人形机器人即将亮相，从第一性原理出发，进行重新设计，通过观 察人类行为即可学习新技能，预计年产百万台。 今日导读 ·亚太股市集体下跌贵金属成情绪风向标 ·低空经济标准体系建设指南发布助力行业发展 ·烟酰胺价格持续上涨市场规模不断扩大 ·远东股份公布订单合同机构席位净买入通光线缆 上证精选 ·上海黄金交易所调整白银延期合约保证金水平和涨跌停板。若2026年2月2日（星期一）Ag（T+D）合 约出现单边市情况，则自收盘清算时起，该合约的保证金水平从20%调整为26%，下一交易日起涨跌幅 度限制从19%调整为25%。若未出现单边市情况，则Ag（T+D）合约保证金水平和涨跌幅度限制维持不 变。 ·上海期货交易所发布《关于做好市场风险控制工 ...

Core Insights - Chengdu's Xinjing District has achieved a GDP growth of 6.5% year-on-year, with industrial output surpassing 60 billion yuan and a 9.5% increase in industrial added value, driven by its "3+2+N" modern industrial system [4][6] - The district is focusing on enhancing its industrial clusters and ecosystem, particularly in green food, new energy, and rail transportation, aiming for a significant upgrade in industrial capabilities by 2025 [5][6][7] Group 1: Industrial Growth and Strategy - The "3+2+N" model includes three leading industries: green food, new energy, and rail transportation, along with two emerging industries: new materials and equipment manufacturing, and various future industries [3][4] - Xinjing's health food industry has reached an output value of over 20 billion yuan, maintaining its position as the top sector in Chengdu [4][6] - The district aims to enhance its industrial ecosystem by attracting more enterprises and developing industrial chains, with a focus on high-quality development [5][6] Group 2: Infrastructure and Project Development - By December 2025, the opening of new rail lines will further integrate Xinjing's manufacturing capabilities into Chengdu's urban development [5] - Xinjing has established a collaborative mechanism for attracting investment, resulting in 78 industrial projects with a total investment of approximately 11.4 billion yuan, including 33 projects exceeding 100 million yuan [6][9] - The district is prioritizing the development of industrial parks, with a goal to create a billion-level economic development zone by 2030 [7][8] Group 3: Business Environment and Support - Xinjing is committed to creating a favorable business environment, with streamlined project approval processes reducing construction timelines significantly [10][11] - The district has implemented a credit rating system for enterprises, enhancing service efficiency and reducing regulatory burdens for businesses [10][11] - A series of initiatives have been launched to support small and medium-sized enterprises, including financial assistance and policy matching services, benefiting over 500 businesses [11]

中国（深圳）综合开发研究院常务副院长郭万达说，南山区的经济发展实践表明，科技创新可以不断突 破资源的瓶颈和限制，凸显新质生产力的强劲动能，折射中国经济的广阔前景、巨大潜力。 据新华社深圳电（记者王攀、孙飞）记者近日在深圳市南山区八届人大六次会议上获悉，位于粤港澳大 湾区的深圳市南山区2025年成为中国首个地区生产总值（GDP）过万亿元的地市辖区。 南山区区长李小宁作政府工作报告时表示，南山区经济体量相比"十三五"期末的6527亿元，5年跨上了4 个千亿级台阶，年均增长率5.8%以上。 南山区土地面积约占深圳总面积的十分之一，是具有划时代意义的"蛇口模式"、标语"时间就是金钱， 效率就是生命"的诞生地。如今，这里汇聚数百家上下游企业、"机器人谷"氛围活跃，集聚深港创新资 源、大疆等领军企业势头良好，夯实出海基础设施、全球服务中心助力企业协同航行…… 统计数据显示，南山区战略性新兴产业增加值占GDP比重达60%，一大批港澳科技创业团队在此扎根发 展。同时，南山区还加强与港澳科研资源对接，积极布局低空经济、人工智能等未来产业，一批科技企 业在全球市场占据重要份额。 目前，南山区上市公司已超200家，数量比肩一些省份 ...

一方面，"广货行天下"为无人机打开了更广阔的市场空间。作为活动中最具科技感的"广货"，广东无人 机凭借技术优势，从国内市场走向全球舞台。这种"走出去"的过程，在带来订单增长的同时，更让广东 无人机企业在国际竞争中积累了标准制定的话语权。例如，亿航智能的适航标准已被部分国家借鉴，为 后续产品出海扫清了障碍。同时，"广货行天下"推动的"干—支—末"物流网络建设，也与无人机的低空 物流需求高度契合，广东企业借此构建起覆盖省内、辐射全国、连接海外的低空物流体系，进一步巩固 了市场优势。 首先，制造业基因的深度赋能，为无人机产业提供了全链条支撑。广东是全国制造强省，从泛家居、汽 车零部件到电子信息产业，形成了覆盖材料研发、精密制造、电子元器件的完整产业体系，而这恰恰与 无人机生产所需的轻量化材料、高精度电机、智能控制系统等核心环节高度契合。例如，佛山南海的无 人机企业世寰智能，能快速整合本地的电机制造、电池储能资源，研发出兼具安防与物流功能的多用途 无人机；中山福昆航空科技的电动垂直起降机型，其机身材料与珠三角的复合材料产业一脉相承。这 种"就近取材"的产业链优势，不仅降低了企业的研发与制造成本，更缩短了产品从实验室到 ...

● 本报记者 王婧涵 安全监管标准包括无线电管理、人员管理、运营与应急管理、事故调查与救援，以及其他标准，是低空 经济活动安全有序发展的重要前提。 其中，低空航空器标准是低空经济标准体系的核心部分，包括基础共性、管理、安全、无人驾驶航空器 系统和有人驾驶航空器标准，有助于提高航空器的安全性、可靠性和性能水平，推动航空器制造产业的 升级和发展。 指南明确，低空航空器标准建设重点将围绕安全标准和无人驾驶航空器系统标准展开，重点开展低空航 空器感知与避障、数据链路网络安全、飞行控制系统数据记录等标准制修订；开展系统综合、试验试 飞、无人驾驶航空器平台、数据链、地面控制系统、任务载荷等标准制修订。 低空基础设施标准包括低空智能网联系统、低空起降基础设施、低空飞行管理服务保障基础设施、低空 质量技术基础设施、低空安全防护基础设施等，是低空经济高效运行的基础保障。 低空空中交通管理标准包括空域管理、飞行流量管理、空中交通服务和空管保障标准，是低空飞行活动 安全有序开展的重要保障。 2月2日，市场监管总局、中央空管办、国家发展改革委、工业和信息化部等十部门联合发布《低空经济 标准体系建设指南（2025年版）》。 指南提出， ...

每经编辑｜胡玲 张喜威 V 2026脑机接国开发者大会将于2月 办" 2国内成品油将开启新一 -轮调价窗口 (3)东鹏饮料: H股预计2月3日上市 1 隔夜市场 美股三大指数集体收涨，道指涨1.05%，标普500指数涨0.54%，纳指涨0.56%，大型科技股涨跌不一，苹果涨超4%，谷歌、亚马逊涨超1%，英伟达跌超 2%，微软、Meta跌超1%。美国基建股、存储概念股涨幅居前，闪迪涨超15%，西部数据涨近8%，卡特彼勒涨超5%。加密货币、贵金属、能源股普跌， Robinhood跌超9%，Circle跌近8%，美洲白银公司跌超5%，Coinbase跌超3%。纳斯达克中国金龙指数收跌0.65%，热门中概股多数下跌。小鹏汽车跌超 8%，好未来跌逾4%，爱奇艺跌超4%，蔚来跌近4%，小马智行跌近4%，世纪互联涨近4%，金山云涨超3%，新东方涨近3%，满帮集团涨超2%，百胜中国 涨逾2%。 美国劳工统计局表示，由于联邦政府部分"停摆"，原定于6日发布的美1月就业报告将不会按时公布。 周二，美元指数上涨0.67%，在汇市尾市收于97.635。在岸人民币兑美元（CNY）北京时间03:00收报6.9448元，较上周五夜盘收盘涨 ...