1月28日，中国贸促会举行1月例行新闻发布会。 提升外资服务保障能力 中国贸促会2026年有哪些重点工作值得期待？ 王文帅表示，2026年是"十五五"开局之年。下一步，中国贸促会将以"十五五"规划有关重要部署作为根 本遵循，在扩大高水平对外开放方面，以最高标准、最严要求办好APEC（亚太经济合作组织）工商领 导人峰会等工商界活动，为APEC"中国年"积累务实成果。 中国贸促会新闻发言人王文帅介绍，2025年11月份，在涉华经贸摩擦方面，19个国家（地区）涉华经贸 摩擦指数为101，处于高位。其中，欧盟涉华经贸摩擦指数最高，半导体材料、稀土磁铁和液晶产品等 行业涉华经贸摩擦指数处于高位。当月19个国家（地区）涉华经贸摩擦措施涉及金额同比下降12.4%， 环比下降2.4%。 部分中企遭遇歧视性待遇 针对近期欧盟出台相关法案，部分规则和实施细则被指针对中国企业的问题，王文帅指出，近期欧盟针 对中国企业的不合理歧视措施的确有所增加。 今年1月初，欧盟密集发布欧盟碳边境调节机制（CBAM）相关立法提案与实施细则，无视中国绿色低 碳发展取得的巨大成效，对中国产品碳排放强度设定显著偏高的基础默认值，并将在未来三年内逐年提 ...

格隆汇1月28日丨航天彩虹(002389.SZ)公布，为把握国家低空经济产业发展的战略契机，加快打造无人 机产业链链长，确保核心动力环节供应保障，打造产业链关键环节利益共同体，公司拟以现金参股投资 的形式，与非关联方合资设立通航动力公司。公司拟以人民币1亿元现金出资，取得通航动力共计 2.8571%的股权。 为把握国家低空经济产业发展的战略契机，加快打造无人机产业链链长，确保彩虹无人机核心动力环节 供应保障，打造产业链关键环节利益共同体，公司通过参股投资的方式与相关方共同发起设立通航动力 公司，旨在打造一家机制灵活、股权多元、更契合市场发展规律的通航动力产业专业化发展平台，为建 成世界一流特种飞行器产业公司提供重要保障。 ...

Group 1 - Guangzhou aims to accelerate the construction of the Guangdong-Hong Kong-Macao Greater Bay Area aerospace and intelligent manufacturing base, focusing on technology innovation and industrial upgrades in key sectors such as artificial intelligence, robotics, and semiconductors [1][2] - The city plans to introduce local regulations to promote artificial intelligence and low-altitude economy, optimize the business environment, and enhance overall industrial competitiveness [2][3] - Guangzhou will establish a national artificial intelligence application pilot base and improve public data authorization operations, while also launching initiatives to enhance computing power and service systems [2][3] Group 2 - Dongguan is focusing on developing technology-driven industries, particularly in artificial intelligence, robotics, low-altitude economy, and semiconductors, while emphasizing quality and brand enhancement [3][4] - Huizhou plans to establish a municipal-level artificial intelligence and robotics bureau, leveraging its strengths in hardware manufacturing within the AI sector [3][4] - Shenzhen, Dongguan, and Huizhou are collaborating on artificial intelligence initiatives, including the establishment of a national AI application pilot base and a scientific alliance for innovation [4][5] Group 3 - The "14th Five-Year Plan" has seen significant technological innovation achievements, with Shenzhen's industrial output maintaining top rankings nationally and strategic emerging industries experiencing double-digit growth [6][7] - Huizhou's "2+1" industrial layout has shown strong performance, with its petrochemical industry leading the province and electronic information sectors also achieving substantial growth [6][7] - Zhuhai is focusing on emerging industries and future sectors, aiming for over 20% growth in AI and robotics-related industries by 2025, while developing new pillar industries [7]

Group 1 - The core viewpoint of the articles emphasizes the development of low-altitude economy in Guizhou, focusing on manufacturing low-altitude flying vehicles, power systems, and aviation components, with projects like EHang being highlighted for production [2] - Since 2025, Guizhou has been systematically developing low-altitude economy, including successful test flights of eVTOL cross-city transport routes and low-altitude tourism services over scenic spots like the Huangguoshu Waterfall [2] - Guizhou has a strong foundation in aviation equipment manufacturing technology, with a computing power scale exceeding 160 Eflops, making it one of the regions with the most and strongest intelligent computing resources in China, meeting high-intensity computing needs for low-altitude equipment [2] Group 2 - The proposal includes creating a cross-province low-altitude logistics corridor that connects with the Chengdu-Chongqing economic circle and the Western Land-Sea New Corridor, aiming for integrated design with rail and road hubs to achieve "air-ground coordination" [3] - The development of diversified combinations such as "low-altitude + mountain logistics," "low-altitude + mountain tourism," and "low-altitude + mountain inspection" is currently thriving, with suggestions to build standardized takeoff and landing points in key areas [2]

格隆汇1月28日丨航天彩虹(002389.SZ)公布，为把握国家低空经济产业发展的战略契机，加快打造无人 机产业链链长，确保核心动力环节供应保障，打造产业链关键环节利益共同体，公司拟以现金参股投资 的形式，与非关联方合资设立通航动力公司。公司拟以人民币1亿元现金出资，取得通航动力共计 2.8571%的股权。 为把握国家低空经济产业发展的战略契机，加快打造无人机产业链链长，确保彩虹无人机核心动力环节 供应保障，打造产业链关键环节利益共同体，公司通过参股投资的方式与相关方共同发起设立通航动力 公司，旨在打造一家机制灵活、股权多元、更契合市场发展规律的通航动力产业专业化发展平台，为建 成世界一流特种飞行器产业公司提供重要保障。 ...

每经AI快讯，1月28日，航天彩虹（002389）(002389.SZ)公告称，为把握国家低空经济产业发展的战略 契机，加快打造无人机产业链链长，确保核心动力环节供应保障，打造产业链关键环节利益共同体，公 司拟以现金参股投资的形式，与非关联方合资设立通航动力公司。公司拟以1亿元现金出资，取得通航 动力共计2.8571%的股权。 ...

【编者按】河南省十四届人大四次会议、河南省政协十三届四次会议分别于1月26日、1月25日在郑州开 幕。为充分展现代表委员履职风采，今年省两会期间，大河财立方继续推出"两会财经访谈"系列报道， 邀请代表委员分享履职故事，讲述对"十五五"开局之年经济社会发展的新期盼，奏响奋力谱写中原大地 推进中国式现代化新篇章的时代强音。 【大河财立方 记者 程帅星】"我服务过的一家物流企业曾谈及一个变化，他们的货物发往四川，过去全 靠汽车运输，不仅成本高，而且风险大。自从实现了公铁联运，新乡到郑州用新能源车辆短驳，郑州到 成都走铁路的图定班列，安全性和运输效率都大幅提升，物流成本也明显降低。" 今年河南省两会期间，省政协委员、新乡市新联会会长、河南众盈律师事务所主任王历彩在接受大河财 立方记者采访时说，这是她对多式联运最直观的感受。今年省两会上，她提出加快发展现代化物流业， 重点构建多式联运体系。 王历彩在调研中发现，河南物流企业普遍呈现"满天星"分布状态，缺乏集约化布局。"政府工作报告中 提到了建设物流枢纽，但要真正调动盘活物流资源，必须在全省范围内进行有效布局。"她希望强化基 础设施协同，提升国际陆港、航空港等国家级枢纽的 ...

天府新区低空验证基地是新区低空经济发展的核心基础设施，用地近300亩，聚焦eVTOL（电动垂直起降飞行器）、无人机、直升机以及轻型固定翼飞机 等低空飞行器，开展测试验证、展销研学、场景示范、综合保障等全链条服务，主要建设测试验证中心、展销研学中心、场景示范中心、综合保障中心 等。 基地还配套空域协调、气象保障、数据监测等一站式服务，精准解决企业异地测试成本高、效率低等痛点，既是低空产品技术迭代的重要支撑，也是新区 构建低空经济安全保障体系的关键载体，将打造西部领先的低空综合测试验证公共服务平台。 基于此，低空经济公司将加快基地软硬件设施建设，完善测试验证配套服务体系，同步联动新区低空交通管理服务平台，为基地争取专属测试空域并实现 高效调度。公司将对接气象、航管等部门搭建一体化保障机制，解决企业测试核心诉求；联合科研院所、链主企业共建标准化测试验证体系，提升基地专 业服务能力。"我们还将以市场化思维开展基地运营，吸引低空雷达、无人机等领域企业入驻开展测试，推动基地从基础测试向技术研发、成果转化延 伸，打造集测试、认证、孵化于一体的标杆性测试验证平台。"低空经济公司相关负责人表示。 成都市低空交通管理服务平台 图 ...

Core Viewpoint - The Guizhou provincial government is focusing on the development of low-altitude economy, including manufacturing of low-altitude flying vehicles, power systems, and aviation components, with projects like EHang Intelligent being prioritized for production [1] Group 1: Low-altitude Economic Development - Guizhou is leveraging its mountainous terrain and data-driven development to foster a new path for high-quality growth in low-altitude economy, integrating digital economy with unique local scenarios [2] - Since 2025, Guizhou has been systematically developing low-altitude economy, successfully testing eVTOL cross-city transport routes and offering low-altitude tourism services over scenic spots like the Huangguoshu Waterfall [2] - The province has a robust aviation equipment manufacturing technology support system, benefiting from historical "three-line construction," which provides a solid foundation for innovative development [2] Group 2: Infrastructure and Logistics - The development of diversified combinations such as "low-altitude + mountain logistics" and "low-altitude + mountain tourism" is gaining momentum, with suggestions to build standardized take-off and landing points in key areas [3] - A proposal to establish a "low-altitude equipment industry chain collaborative alliance" aims to integrate leading enterprises with upstream and downstream companies, universities, and research institutions for coordinated development [3] - The construction of a smart, three-dimensional modern logistics system is envisioned, utilizing drones for transporting medicines and emergency supplies, thereby addressing transportation bottlenecks and accumulating experience in low-altitude intelligent logistics [3] Group 3: Talent and Policy Support - Strengthening talent development is crucial, with recommendations to attract high-end talent through scientific and doctoral workstations, and to implement specialized training for low-altitude economy [4] - The "Guizhou Province Low-altitude Economy High-quality Development Three-Year Action Plan (2025-2027)" provides a detailed roadmap for the province's low-altitude economic growth [4] - The combination of successful project implementations and supportive policies is expected to empower Guizhou's low-altitude economy for significant advancement [4]

Core Viewpoint - The company has announced a significant increase in major contracts for 2025, with a year-on-year growth of 83.8%, indicating a positive outlook for its fundamentals [1][2]. Group 1: Major Contracts - The total amount of major contracts announced by the company for 2025 is 12.514 billion yuan, representing an 83.8% increase compared to 2024 [2]. - In Q4 2025, the major contracts amounted to 5.472 billion yuan, showing a year-on-year growth of 87.1% [2]. - The business structure of major contracts includes: - Thermal engineering contracts of 1.401 billion yuan, down 17.1% year-on-year - Material transportation system contracts of 6.156 billion yuan, up 571% year-on-year - Marine engineering contracts of 3.574 billion yuan, up 18% year-on-year - Hydrogen energy contracts of 815 million yuan, with no previous contracts in 2024 [2]. Group 2: Business Developments - The company has secured significant contracts in offshore wind power and hydrogen energy, with a notable contract for a 1 million kW offshore wind project valued at 3.415 billion yuan, accounting for 45.29% of the latest audited revenue [3]. - A contract for a 450,000 kW wind power hydrogen coupling green methanol project was announced, totaling approximately 815 million yuan [3]. - The company signed its first digital business contract for a high-altitude renewable energy site worth 159 million yuan, indicating a deep integration of digital solutions with core operational strategies [3]. Group 3: International Business and Technology - The company achieved its best-ever performance in overseas contracts, with projects launched in countries such as Indonesia, Peru, Guinea, Nigeria, and Saudi Arabia [4]. - The focus on "AI + engineering" aims to create a unified enterprise-level intelligent platform to enhance digital transformation in engineering design, project management, and strategic decision-making [4]. - The company possesses five Class A qualifications in the low-altitude economy sector, providing comprehensive drone technology services across the entire project lifecycle in areas like photovoltaics and wind power [4].