11月份以来，多地对外发布低空经济基建项目招标公告，涵盖起降场建设、通信导航、数字化平台搭建 等核心领域，从政策规划加速迈向项目落地阶段。上市公司亦通过投资、设立子公司及其他方式深度参 与，产业链从"概念验证"迈向"规模化建设"。 上市公司积极参与 在各地低空经济基建项目加速规划或落地的同时，不少上市公司通过直接参与、资本投资、设立子公司 等方式，下好"先手棋"。 11月14日，广州海格通信（002465）集团股份有限公司（以下简称"海格通信"）发布公告称，公司全资 子公司广州海格天腾产业发展有限公司（以下简称"天腾产业"）拟通过公开挂牌方式以8亿元增资扩股 引入战投聚焦无人与低空经济业务。 海格通信相关人士向《证券日报》记者表示，天腾产业本次增资扩股引入战略投资者，可满足天腾产业 业务发展及后期经营对资金的需要，有利于加快产业基地建设，抓住市场机会，加大无人信息和低空经 济业务投入，完善产业链生态，增强企业核心竞争力，符合公司战略规划。 近日，吉峰三农科技服务股份有限公司拟以自有资金5000万元出资成立全资子公司吉峰低空科技（天 津）有限公司（暂定名，以登记机关核准登记为准），将作为公司布局华北地区的低空产 ...

证券代码：300045 证券简称：华力创通 北京华力创通科技股份有限公司 投资者关系活动记录表 答：您好，公司高度重视低轨卫星领域的发展机遇，长 期跟踪行业发展趋势与市场动态。前期曾参与国内低轨通信 卫星有关的通信协议和行业标准的论证，具备一定的行业研 究和技术储备。目前公司聚焦低轨卫星领域关键产品的研发， 正在推进的研发项目：一是"基于抗辐照模组的星载计算处 理设备研制及产业化项目"，自主研发面向低轨卫星的具备 抗辐照性能的低成本模组以及星载计算处理设备；二是"多 模卫星通信 SOC 芯片研制及产业化项目"，重点研发高低轨 融合卫星通信芯片。上述项目不仅能丰富公司产品矩阵、强 化技术壁垒，同时有助于国内低轨卫星星座的建设，为卫星 互联终端产品提供无缝覆盖的全球通信服务。后续，公司将 持续深化技术迭代与产品落地，积极拓展与低轨卫星领域头 部企业的合作机会，助力我国低轨卫星产业自主可控与规模 化发展。 4、星载设备的价值量情况及相关时间推进节奏是什么？ 答：您好，当前商业航天进入快速发展期，大规模星座 建设对卫星需求较大，为降低卫星制造成本以及提高卫星寿 命，公司重点推进星上抗辐照器件研制及生产，并具备批量 供 ...

Group 1 - The article highlights the importance of comprehensive rule of law in solidifying the foundation for Chinese-style modernization [1] - It reports on the attendance of Li Qiang at the 24th meeting of the Shanghai Cooperation Organization member states' government heads in Moscow [2] - The article discusses the significant increase in railway passenger flow in the first ten months, promoting service consumption [5] - It notes the remarkable improvement in national water efficiency during the "14th Five-Year Plan" period [6] - The article mentions the rapid growth of foreign trade in the central and western regions of China in the first ten months [7] Group 2 - The article outlines the creation of national rural revitalization demonstration counties by the Ministry of Agriculture and Rural Affairs [11] - It reports on the trial operation of the Xi'an to Yan'an high-speed railway starting today [11] - The article discusses the launch of a series of measures in the Shanghai Lingang New Area to attract international talent [11] - It mentions the opening of the "2025 China-ASEAN Week" in Fuzhou today [11] - The article notes the upcoming 2025 World Shipping Conference in Hong Kong [11]

合肥四年跨越三个千亿台阶 中新网合肥11月17日电 (朱孔阳)"全市地区生产总值从'十三五'末的刚过万亿跃升至2024年的1.35万亿 元，居全国城市第19位，四年跨越三个千亿台阶，年均增长6.2%，居全国万亿城市第4位、长三角万亿 城市第2位。"合肥市发展改革委主任徐斌17日介绍说。 10月27日，全球首款全尺寸仿生教育机器人在安徽省合肥市亮相。 中新社记者 韩苏原 摄 产业能级实现新提升。"十四五"期间，该市战新产业产值占规上工业比重稳居全国城市前列，新能源汽 车产量跃居全国城市首位，光伏逆变器产量全球第1、储能系统市场占有率全球第2。低空经济规模居全 国前列，量子产业聚集企业数、拥有专利数均居全国第1。 改革开放迈出新步伐。该市深度融入长三角一体化发展，虹桥国际开放枢纽合肥联动区加快建设，合肥 都市圈发展规划正式获批。大物流体系建设深入推进，入选陆港型、生产服务型、商贸服务型国家物流 枢纽城市，获批中欧班列集结中心。境外世界500强新设立企业44家、总数超过111家，跨境电商交易额 达到289亿元、较"十三五"末提高2倍。(完) 来源：中国新闻网 编辑：王永乐 广告等商务合作，请点击这里 11月17日， ...

四川：全力推进低空经济快速发展 在四川产竹大县兴文县，秋冬季集中采竹开始了。过去，运竹多靠肩扛人抬，效率低、成本高；今年收 获季，当地引入30多架无人机，运输难题有效解决。全县净增10万吨竹材，经济效益增加5000万元以 上。 四川地域广，高原、丘陵、山区众多，发展低空经济需求迫切。"十四五"以来，四川把低空经济列入全 省17条重点产业链，推动产业集聚成势。目前，已开通无人机物流航线68条，低空观光旅游航线47条。 四中全会提出，建设现代化产业体系，并就培育壮大新兴产业和未来产业作出系统部署，这让四川 在"十五五"时期，发展低空经济等新兴产业的方向更加明确。 央视网消息（新闻联播）：党的二十届四中全会高度评价"十四五"时期我国发展取得的重大成就，审议 通过了《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》，为做好"十五五"时期各项 工作、开创中国式现代化建设新局面提供了科学指南。《新闻联播》从今天（11月17日）起推出《学习 贯彻四中全会精神在基层》系列报道，首先来看广东、四川以全会精神为指引，推动科技创新和产业创 新深度融合，加快建设现代化产业体系的生动实践。 广东：激活创新动能 构建现代化产业 ...

Core Viewpoint - The defense and military industry is experiencing significant activity due to escalating geopolitical tensions, with the defense military ETF (512810) showing strong performance and attracting substantial investment [1][5]. Market Performance - The defense military ETF (512810) opened over 2% higher and closed with a gain of 1.33%, outperforming the broader market [1]. - The ETF traded at a premium throughout the day, indicating strong buying interest, with nearly 90 million yuan invested in the previous 10 days [1]. - The ETF recorded a trading volume of 99.74 million yuan, a more than 113% increase compared to the previous period, reflecting a significant bullish sentiment [3]. Geopolitical Influence - Recent provocative statements from Japan and ongoing conflicts, such as the Russia-Ukraine war, have heightened geopolitical uncertainties, potentially increasing international military trade demand [5]. - Analysts suggest that the defense and military sector may see sustained growth due to these geopolitical factors, alongside the gradual realization of related orders in the fourth quarter [5]. Industry Outlook - The defense and military industry is expected to benefit from geopolitical risks, technological advancements, and policy support, with potential for high-end weapon exports and a revaluation of core assets [5]. - A report from CITIC Securities indicates a transformation in China's defense industry from "cyclical growth" to "comprehensive growth," driven by domestic demand, foreign trade expansion, and civilian contributions [5]. Investment Strategy - The defense military ETF (512810) is highlighted as an efficient investment tool for accessing core assets in the defense sector, covering various themes such as commercial aerospace, low-altitude economy, controlled nuclear fusion, large aircraft, deep-sea technology, and military AI [5].

Investment Rating - The report maintains an "Outperform the Market" rating for the company [5]. Core Insights - The company achieved a revenue of 990 million yuan in Q3 2025, representing a year-on-year growth of 69.4% and a quarter-on-quarter increase of 20.2%. The net profit attributable to shareholders reached 110 million yuan, up 580.6% year-on-year and 322.7% quarter-on-quarter [1][9]. - The company has established long-term partnerships with major automotive manufacturers in the new energy vehicle sector, including GAC Honda, Dongfeng Nissan, and Geely, among others [29]. - The company is actively expanding its presence in the low-altitude economy, collaborating with EHang and other firms to develop eVTOL aircraft and related technologies [2][44]. Summary by Sections Financial Performance - In Q3 2025, the company's gross margin was 16.5%, showing a year-on-year decrease of 0.9 percentage points but a quarter-on-quarter increase of 1.5 percentage points. The net profit margin for the same quarter was 11.3%, up 8.5 percentage points year-on-year and 8.1 percentage points quarter-on-quarter [13]. - For the first three quarters of 2025, the company reported a total revenue of 2.36 billion yuan, a year-on-year increase of 46.7%, and a net profit of 150 million yuan, up 191.2% year-on-year [9]. Market Position and Strategy - The company is one of the few domestic leaders with independent R&D and production capabilities in both electric drive systems and power systems for the new energy sector [1][24]. - The company has successfully penetrated various segments, including passenger vehicles, commercial vehicles, and non-road vehicles, with significant partnerships established across these sectors [29][42]. Product Development and Innovation - The company has developed a comprehensive product matrix for new energy vehicles, including powertrains and electric drive systems, with a focus on high efficiency and lightweight designs [33][39]. - The "integrated chip" technology has been highlighted as a key innovation, enhancing the performance and competitiveness of the company's products in the market [38][44]. Future Outlook - The revenue forecast for 2025-2027 has been revised upwards to 3.21 billion, 4.03 billion, and 4.89 billion yuan, respectively, reflecting the expected increase in sales from key automotive clients and expansion into overseas markets [3][53]. - The company aims to become a leading provider of integrated solutions in the new energy power domain, leveraging its advanced manufacturing capabilities and strong R&D team [30][53].

线上申报为期7天 后续将经多环节审核与公示拨付 本次申报采用线上方式进行，申报期为2025年11月18日至11月24日24时。申报单位可登录"企莞家"企业 综合服务平台（输入网址https://zwfw.dg.gov.cn/dgecsp进入平台；或打开"广东政务服务网"选择"东莞 市"，在首页点击"企莞家"平台入口进入平台），选择对应资助方向的13个申报栏目之一提交线上材 料。 11月17日，东莞市发展和改革局、东莞市政务服务和数据管理局联合发布《关于开展2025年东莞市低空 经济产业发展专项资金申报工作的通告》（以下简称《通告》），明确围绕低空经济产业全链条设置13 个资助方向，符合条件的企业可于11月18日至24日通过"企莞家"平台线上申报，可获相应资金支持，助 力东莞低空经济高质量发展。 其中，低空经济企业开展适航取证资助标准，eVTOL航空器一次性奖励1500万元，大型无人驾驶航空 器一次性奖励500万元，中型无人驾驶航空器一次性奖励300万元，每家企业每年获得奖励合计不超过 3000万元（同一型号仅奖励一次）。 13项资助覆盖产业全链条 申报企业需满足三项核心条件 据悉，此次专项资金申报是落实《东莞 ...

Core Insights - The 27th China International High-tech Achievements Fair (CIHTAF) was held in Shenzhen, showcasing over 5,000 renowned companies and international industry organizations from more than 100 countries and regions, highlighting cutting-edge technologies and products [1] - YiFei Intelligent Control emerged as a focal point at the event, attracting attention with the launch of the "Agile Bee II Fireworks Version Drone," which captivated industry clients and professional audiences [1][2] - The company received the "Outstanding Technology Innovation Enterprise" award at the fair, further solidifying its status as an industry benchmark through its innovative product offerings [1][3] Product Innovations - YiFei Intelligent Control previously launched the "Agile Bee IV" and "Agile Bee Nest UPS Drone Performance System," which integrated dual energy supply modes, allowing for a rapid 10-minute re-launch [2] - The newly released "Agile Bee II Fireworks Version Drone" significantly increased its payload capacity from 2 to 6 fireworks, enabling more efficient performances with fewer drones, thus reducing costs and enhancing visual effects [2] - The modular architecture of the new drone supports various payloads, including fireworks and sky lanterns, showcasing the company's leading advantages in integrated and reconfigurable technology [2] Industry Impact - YiFei Intelligent Control exemplifies resilience in the Chinese technology sector, continuously innovating to enhance the industry product ecosystem and promote technological standards [3] - The company's approach to activating industries through technology contributes to the development of a diverse low-altitude industry landscape, injecting sustained momentum into the sector [3]

《意见》提出力争到2030年，国有林场管理体制进一步完善，单位面积森林蓄积量提高约5%，初步建 成资源质量优良、生态功能稳定、产业发展充分的现代化国有林场体系。 《意见》提出支持国有林场开展种质资源保护利用，建设种质资源库、保障性苗圃、林木采种基地、良 种基地和草种基地。支持有条件的国有林场因地制宜发展林下经济，建设经济林果、木本粮油等产业基 地。鼓励国有林场培育和发展林草产业新质生产力，推动物联网、大数据、人工智能等新技术及低空经 济等领域新场景的应用。 经济观察网据央视新闻客户端消息，记者从国家发展改革委了解到，近日，多部门联合印发《关于加快 建设现代化国有林场的意见》。 ...