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商业航天业绩分化 仅三成公司“报喜”
Huan Qiu Wang· 2026-02-01 03:00
业绩表现可谓冰火两重天。北摩高科堪称板块"预增王",净利润最高增幅超12倍,机构预测其2025年净利润同比 增长1248.01%,航空刹车制动领域随民航国产替代市场打开迎来发展春天。菲利华同样表现不俗,2025年前三季 度归母净利润同比增长42.23%,得益于全球半导体行业复苏和航空航天领域需求回暖。 与之相反,部分企业深陷亏损泥潭。航天发展2025年中报归母净利润为-3.78亿元,应收账款体量较大影响业绩; 亚光科技预计2025年净利润亏损11 - 13亿元,主要受客户审价、降价影响,资金紧张导致产品交付延期,还计提 商誉减值准备8 - 9亿元,且已出现部分借款逾期情况。 尽管业绩分化明显,但多家券商机构对商业航天产业仍持谨慎乐观态度。中航证券指出,产业呈现"基本面修复 + 事件催化"双重特征,短期卫星发射进度和政策利好是行情主要驱动力,中长期随着星座大规模部署建设、可回收 火箭技术突破,下游通信、遥感等应用领域需求有望释放。 【环球网财经综合报道】近期,商业航天板块在资本市场上演了一出跌宕起伏的大戏,行情走势与企业业绩呈现 鲜明反差。 自去年11月下旬启动行情以来,万得商业航天指数仅用34天便实现约70% ...
以法治护航低空经济
Xin Lang Cai Jing· 2026-02-01 00:45
无人机"黑飞"是指违反国家相关法律法规和空域管理规定,未经合法审批或登记的无人机飞行行为,包 括未实名登记飞行、无资质操控飞行、未经批准在管制空域飞行、在禁飞区飞行、超出报备范围飞行 等。近年来,随着低空经济加速融入千行百业、飞入百姓生活,无人机"黑飞"乱象也日益突出。利用改 装无人机投放"金属箭",非法狩猎野生动物;通过非法手段掠过私域,窥视公民隐私,甚至闯入敏感区 域上空……"任性乱飞"的无人机,不仅扰乱公共秩序、触碰安全底线,更催生出突破限高、盗用权限、 规避监管等灰色产业链,给经济社会发展带来"天空之患"。 没有规矩,不成方圆。天空不是法外之地,无人机更不可"任性乱飞"。整治相关乱象,筑牢法律防线、 强化合规意识迫在眉睫,新修订的《中华人民共和国治安管理处罚法》中的相关规定正填补了之前无人 机"黑飞"行为缺乏明确处罚依据的这一法律空白。值得关注的是,向无人机"黑飞"亮剑,新规不是"一 刀切"禁飞,而是致力于构建安全与发展并重的精细监管模式。一方面,给"乱飞的人"划定不可逾越的 法律红线,明确了实名登记、空域审批、资质要求等刚性约束,对闯入禁飞区、无证飞行等行为设定了 从罚款、没收设备到拘留的梯度处罚, ...
“低空”蓄势 乘风起飞(追梦人·期待“十五五” 青年说机遇②)
Ren Min Ri Bao· 2026-01-31 23:44
图①:亿航智能技术有限公司在广东广州黄埔区开展飞行活动。亿航智能技术有限公司供图 图②:陈金航在检修无人机。王 洋摄 夜空中,无人机上演光影盛宴;低空航线上,无人配送"闪送"直达;观光游览区,"空中出租车"惊艳亮 相,带来出行新体验……低空经济正不断解锁新场景、新应用,快速进入人们视野。 "十五五"规划建议提出,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。新产 业,新机遇,蓬勃发展的低空经济吸引了大量年轻人投入其中。近日,记者走近在低空经济赛道上奋斗 成长的年轻人,听他们讲述"低空"蓄势、乘风而上的故事。 "只有保持对行业发展变化的敏锐触觉,才能跟得上发展的脚步" 杭州市第一人民医院湖滨院区,一名孕妇早产导致大出血,急需输血。正值晚高峰,从浙江省血液中心 到医院,导航显示至少需要40分钟。配送每快一秒,患者就多一分安全。此时,一条从血站到医院的常 态化低空航线解了燃眉之急。 收到医院请求后,杭州迅蚁网络科技有限公司的00后无人机运行工程师陈金航,迅速调度无人机从血站 出发。从云端发出起飞指令,无人机自动起飞、逐渐向上爬升……运行后台的监控中心内,陈金航全神 贯注。随着无人机平稳穿过城市上空 ...
以开放之姿走好高质量发展之路
Xin Lang Cai Jing· 2026-01-31 23:41
Group 1 - The core viewpoint of the articles emphasizes the strategic development of Nanning's Five Xiang New District as a high-level open cooperation platform with ASEAN, focusing on expanding institutional openness and enhancing foreign trade [1][5] - The establishment of the Guangxi ASEAN Cross-Border E-commerce Headquarters Base has successfully facilitated the export of over 200 products, achieving an import-export trade volume of 410 million yuan since its operation began in August 2023 [2] - The logistics infrastructure in Nanning, including the Longguang Yunhui Fresh Smart Port, supports the efficient operation of cross-border industries by providing a comprehensive service for the fresh food supply chain [3][4] Group 2 - The Nanning Free Trade Zone has seen the addition of over 70,000 enterprises during the 14th Five-Year Plan period, with total foreign trade import and export exceeding 240 billion yuan, indicating robust economic growth [5] - Future plans include accelerating the integration of domestic and foreign trade, expanding the scale of specialty trade in fruits and traditional Chinese medicine, and promoting new business models such as cross-border e-commerce and bonded services [5] - The ongoing development of open platforms like the Nanning Airport Economic Demonstration Zone and the Nanning Comprehensive Bonded Zone aims to enhance cooperation with ASEAN and improve the overall level of openness [5]
从多国“向东看” 感受中国发展“引力”
Xin Lang Cai Jing· 2026-01-31 20:31
Group 1 - The article highlights the increasing global attention on China, with multiple foreign leaders visiting recently, indicating a shift in focus towards the East amid global economic uncertainties [1][2] - China's economy is projected to exceed 140 trillion yuan by 2025, with a GDP growth rate of 5.0% year-on-year, contributing approximately 30% to global economic growth [2][3] - International organizations have raised their growth forecasts for China, reflecting confidence in its economic resilience and the effectiveness of government policies [2][3] Group 2 - China's innovation capabilities are rapidly advancing, with significant achievements in space exploration, aviation, and artificial intelligence, positioning the country as a global innovation hub [3][4] - The country has made substantial investments in research and development, with R&D expenditure intensity reaching 2.8%, surpassing the OECD average for the first time [3][4] - China's commitment to open cooperation is evident through various trade agreements and initiatives, reinforcing its role as a reliable partner in the global economy [5][6]
民营经济重镇温州 如何跻身“万亿俱乐部”?
Xin Lang Cai Jing· 2026-01-31 18:30
Core Insights - Wenzhou's GDP is projected to exceed 1 trillion yuan by 2025, reaching 10,213.9 billion yuan, marking its entry into the "trillion-yuan city" category, driven by reform, openness, and innovation [1] Group 1: Private Economy - The private economy is a crucial driving force behind Wenzhou's socio-economic development, with over 90% of enterprises, industrial added value, employment, exports, and tax revenue coming from this sector [2] - Wenzhou has nearly 1.6 million registered private enterprises and individual businesses, showcasing its entrepreneurial spirit and robust market environment [2] - The "Wenzhou model" emphasizes a "small commodities, large market" approach, fostering rapid growth in light manufacturing and specialized markets [2] Group 2: Innovation and Technology - Wenzhou is focusing on innovation as a key business environment, establishing an artificial intelligence bureau and promoting new industries such as digital economy and life sciences [4] - By 2025, the city's industrial added value is expected to grow by 10.3%, with strategic emerging industries and high-tech sectors seeing increases of 14.4% and 11.8%, respectively [4] - The establishment of innovation hubs like the China Intelligent Valley is enhancing the local industrial chain, with 435 AI companies contributing to a more complete ecosystem [4] Group 3: Open Economy - Wenzhou is enhancing its open economy by developing a comprehensive transportation hub and expanding its international trade network, with a projected import-export total exceeding 300 billion yuan by 2025 [6][7] - The city is implementing policies to facilitate trade, including a 240-hour visa-free transit policy for air and sea ports, which is expected to attract more international visitors [6] - Wenzhou's historical significance as a maritime trade hub continues to influence its modern economic strategies, with ongoing efforts to build a near-ocean shipping center and regional international aviation hub [6][7]
海南无人机培训迎来“风口期”?
Xin Lang Cai Jing· 2026-01-31 17:25
"作为海南唯一的中国民航(CAAC)民用无人驾驶航空器操控员执照考试点,每个月24日-25日是固定 的考试时间,学员只有通过标准化考核才能拿到进入无人机行业的'入场券'。"远望海南董事长助理文 龙山介绍,该考点占地几百亩,拥有四十多台设备、十多名执证教员,已构建起"理论+实战+就业"的 闭环培养体系,大中小多旋翼无人机、垂直起降固定翼项目均可培训考试,大多学员都能在此实现 从"新手"到"专业飞手"的蜕变。 据工作人员介绍,CAAC执照考试分为理论和实操两部分。以多旋翼无人机超视距驾驶员(俗称"机 长")考试为例,考生理论考试需在电脑上完成,实操部分则需通过问答、实飞、地面站、盲飞4个环节 考核。"教员考试略有不同,考试环节包括理论、实飞和口试。"工作人员说,海南具备无人机教员考试 资质的机构仅有2家,远望海南就是其中之一。 从培训周期看,视距内无人机操控员一般只需要十几天,超视距无人机操控员和教员则需要20天左右, 多数学员都能在一个月内拿证。 本报讯 海南自贸港启动封关运作后,哪些新兴行业迎来爆发式增长?哪些行业催生更多的就业岗位? 这是远望通信(海南)有限公司(以下简称"远望海南")总经理王孟楚近期常在思 ...
常州机场雷达管制获批 管制水平间隔缩至5.6公里
《中国民航报》、中国民航网 记者胡夕姮 通讯员贾赛 报道:1月22日,常州奔牛国际机场雷达管制正式获批。该机场自1986年开航以来沿用近40年的程序 管制模式宣告终结,空管保障能力实现历史性跨越。管制水平间隔从原先约50公里大幅缩减至5.6公里,达到国际先进、国内领先的精细化管制标准,空域 容量与运行效率显著提升。常州机场也成为全国第七个、2024年以来唯一获批进近管制空域的中小机场,为打造长三角重要干线机场、赋能低空经济发展奠 定了坚实空管基础。 1 图1 ... l 1 / an f ) l . . 8 4 4 . ITET / - (本文图片均由常州机场提供) 近年来,常州机场航班量持续增长,2025年旅客吞吐量突破500万人次,空域资源日趋紧张。原有的程序管制模式已难以满足航班保障需求。在此背景下, 机场于2023年初启动雷达管制筹备工作,在民航局、民航华东局、华东空管局、江苏空管分局及相关军方单位的指导与支持下,系统推进各项准备工作。 2023年9月13日,机场进近管制室获批设立。2024年10月12日,塔台正式启用进近管制席位,并于试运行期间邀请江苏空管分局教员陪伴运行,通过"点对 点""面对面" ...
黑龙江省人大代表田刚印:深化重载无人机“多场景应用示范”
Xin Lang Cai Jing· 2026-01-31 13:19
中新网哈尔滨1月31日电 (记者 刘锡菊)黑龙江省两会期间,低空经济成为代表委员关注的话题之一。 黑 龙江省人大代表、联合飞机集团董事长田刚印提出建议,扩大重载无人机在黑龙江省应急消防、医疗物 流、农林植保等领域应用。 调研中,田刚印也深刻认识到黑龙江发展低空经济的现实紧迫性与独特优势:60%的县域地处偏远,冬 季道路难行期长达3—5个月,传统交通与作业方式不仅面临系统性效率损耗,还暗藏安全风险。三江平 原春耕期间,更是存在30%的植保人力缺口,这些现实困境均凸显出现有技术体系在极端条件下的响应 短板。 "实践经验表明,重载无人机能够重构传统作业规则,是破解复杂极端环境作业瓶颈的关键技术方 案。"田刚印表示,作为国家级专精特新"小巨人"企业,哈尔滨联合飞机科技有限公司坚持创新驱动, 研发人员占比超60%,自主研发R6000、T1400两款重载无人机且均于2025年首飞,TD550取得全球首张 TC证,填补国内空白。 作为黑龙江省"4567"现代化产业体系中5个战略性新兴产业之首,航空航天产业早已不是孤立的产业板 块,而是融入国家大局、守护国防与产业安全的关键力量。黑龙江省正凭借扎实的航空产业基础和持续 的技术 ...
奋楫开局新潮涌——1月全国各地经济社会发展观察
Xin Hua She· 2026-01-31 03:40
Group 1 - Local governments are outlining development priorities for the year during the ongoing local two sessions, focusing on high-quality development and modern industrial systems [2][4] - Key themes emerging from various local government reports include "technological innovation," "emerging pillar industries," and "modern industrial systems," indicating a strategic focus for the next five years [2][4] - Specific initiatives include Beijing's "Artificial Intelligence+" action plan, Henan's support for quantum technology, and Gansu's advanced manufacturing cluster development [2][3] Group 2 - New policies aimed at benefiting citizens and businesses are being implemented, such as vehicle trade-in subsidies and credit repair policies, which are significantly lowering purchase costs [3][4] - Employment initiatives are being launched, with job fairs providing thousands of job opportunities, reflecting a proactive approach to labor market challenges [3][4] - The overall sentiment indicates a strong commitment to economic growth and social welfare through effective policy implementation [4] Group 3 - The winter season is seeing a surge in consumption driven by ice and snow tourism, with significant visitor numbers reported in popular destinations [5][6] - Various regions are promoting festive consumption activities, enhancing the appeal of local products and experiences, which is expected to boost economic activity [7][8] - The integration of "ice and snow" with holiday consumption is seen as a strategy to leverage seasonal trends for economic growth [8] Group 4 - In response to recent cold waves, local authorities are implementing measures to ensure energy supply and public safety, utilizing new technologies for monitoring and maintenance [9][10] - Emergency responses are being coordinated across various sectors to mitigate the impact of severe weather on transportation and energy supply [9][10] - The focus is on maintaining warmth and comfort for residents during extreme weather conditions, highlighting the importance of infrastructure resilience [10]