对常年跑船的船员来说，这解决了一个大麻烦。"以前我们补给物资，要到锚地找卖货小船或停靠码头，很不方便。现在航行中就能点外卖。"喻秋路说， 当天8点半，他在"长江汇"小程序下单，生鲜、果蔬以及米面粮油、零食饮料等都可以选购，价格和普通网购差不多，而且免配送费。10点，他便在船上 收到了"从天而降"的外卖，"无人机投递时还能自动解扣，点的饮料也没有洒漏，全程很平稳。 无人机化身水上外卖小哥 1月27日上午，在南京上元门低空飞行基地，一架无人机约一分钟便从岸边飞抵江面，精准悬停在一艘航行中的货船上方。机身下方的绳索缓缓垂降，一 份外卖稳稳落在甲板上。从起飞、送达到返航，全程仅4分钟。"这是我第一次在长江上点外卖，体验感太棒了。""豫长泰1019"货船船员喻秋路拿着刚送 达的热饮和汉堡，笑着对记者说。 当天，南京海事局向长江汇上元门低空飞行基地颁发《内河通航水域安全作业备案书》，上元门"水上外卖"配送点位正式启用。这也是长江南京段的第5 个水上外卖配送点位。 上元门低空飞行基地 长江上的"外卖小哥"来了 南京已有5个"水上外卖"配送点 "水上外卖"是南京市低空经济拓展的全新场景，也是南京区域性航运物流中心建设的重要助 ...

Group 1 - The core objective is for Shandong Province to strive for a scale of over 200 billion yuan in the robotics and intelligent equipment industry by 2026 [1] - The provincial government plans to strengthen four major robotics industry bases: Jinan, Qingdao, Zibo, and Jining [1] - Shandong will support major platforms like the Laoshan Laboratory to implement significant foundational research projects in "artificial intelligence + scientific research" [1] Group 2 - The province aims to enhance the quality and quantity of the new energy vehicle industry, targeting an output of over 1.2 million vehicles by 2026 [1] - Shandong will integrate the Yantai Dongfang Aerospace Port into the national commercial aerospace layout and support major projects in rocket and satellite manufacturing [1] - The province plans to focus on key areas such as deep-sea aerospace, biomanufacturing, brain-computer interfaces, and quantum technology [1] Group 3 - Shandong will establish a multi-faceted investment growth mechanism for future industries, concentrating resources on high-end equipment, information technology services, new energy, and new materials [2] - By 2025, the core revenue of the artificial intelligence industry in Shandong is expected to exceed 120 billion yuan, with over 95% of industrial enterprises undergoing digital transformation [2] - The province aims to reach 18,000 high-tech enterprises by 2026 [2]

Group 1 - The military industry shows resilience with a rebound in the military ETF Huabao (512810), which rose by 1.15% after a drop of 1.7%, recovering both the 5-day and 10-day moving averages, with a trading range of 3.33% [1] - The aircraft sector significantly contributed to this rebound, with leading companies such as AVIC's Aero Engine Corporation and AVIC Control both hitting the daily limit, while companies like Triangular Defense and Tunan Co. saw increases of over 10% [1] - Notably, the military ETF Huabao attracted over 12 million yuan in net inflows on the previous day, indicating a positive shift in market sentiment [1] Group 2 - China Commercial Aircraft Corporation plans to accelerate the production and delivery of the C919 aircraft, targeting the delivery of 28 or more units this year, with two units already in the delivery process [2] - The geopolitical landscape is shifting, with the former EU president stating that US-EU relations are at a low point, prompting Europe to accelerate its defense autonomy and rapidly increase the production of military equipment [2] - Guohai Securities suggests that the military industry is in an upward demand cycle and recommends focusing on opportunities in military trade, commercial aerospace, and large aircraft sectors, while also paying attention to state-owned enterprise reforms [2]

Group 1 - The core viewpoint of the article highlights the establishment of a public recruitment process by Hangzhou Shangcheng State Capital Operation Group Co., Ltd. for selecting sub-fund management institutions to manage a total scale of 10 billion yuan industry fund focused on future industries such as artificial intelligence and digital economy [1] - The fund management company has collaborated with industry leaders and state-owned capital to set up over 20 sub-funds, with a total cooperation scale nearing 20 billion yuan [1] - The sub-funds are required to be registered in Shangcheng District, Hangzhou, focusing on two main themes: "artificial intelligence" and "advanced manufacturing," with specific investment requirements for each thematic fund [1] Group 2 - The "artificial intelligence" thematic fund mandates that at least 70% of the investment amount must be directed towards areas such as embodied robots and AI applications [1] - The "advanced manufacturing" thematic fund requires that at least 70% of the investment amount be allocated to sectors aligned with Hangzhou's advanced manufacturing cluster, including aerospace and high-end equipment [1]

Group 1 - The Guangdong Provincial People's Congress plans to review 16 provincial regulations and supervise 35 projects by 2026 to ensure the effective implementation of the "14th Five-Year Plan" [1][2] - Legislative collaboration among Guangdong, Hong Kong, and Macau will be strengthened, focusing on regulations for maritime search and rescue cooperation and commercial mediation [1] - New regulations will be developed to support the modern industrial system, including those for artificial intelligence, data management, and low-altitude economy [1] Group 2 - The Provincial People's Congress will enhance supervision of economic operations, budget reviews, state asset management, and government debt management [2] - The focus will be on the coordinated development of manufacturing and service industries, with special inquiries and satisfaction surveys planned [2] - A theme activity titled "Supporting the Optimization of the Business Environment: Actions by People's Representatives" will be launched, alongside efforts to improve public engagement through digital platforms [2]

"广货行天下"的产业新机： 广东低空经济的体系逻辑与时代价值 胡仁杰（广东省决策咨询研究基地创新理论与创新管理研究中心研究员，广东外语外贸大学广东国际战 略研究院副教授） 在全球低空经济加速演进的背景下，真正的分水岭，已不在于"飞行器能否起飞"，而在于"低空能否成 为一种被社会接纳、被制度容纳、可规模复制的公共经济形态"。也正因此，低空经济的竞争，早已超 越单一技术路线之争，转向产业体系、制度供给与社会嵌入能力的系统较量。 广东，正是在这一关键节点上，率先给出了"广货行天下"的低空经济发展新答卷。 当前，广东低空经济已形成以亿航智能为系统引领、小鹏汇天与广汽集团为出行平台、亿纬锂能（维 权）等为关键底座、相关应用企业为场景先行的梯度化企业矩阵，率先构建起覆盖"飞行器—能源—平 台—场景"的完整产业生态。这并非偶然集聚，而是广东制造业长期积累与新质生产力逻辑在低空领域 的一次集中释放。如果说低空经济是一场颠覆性创新，那么广东的独特价值，不在"单点突破"，而 在"系统颠覆与跃迁"。循着这一脉络解读广东低空经济的体系逻辑与时代价值，便能明晰"广货行天 下"的时代新解。 # 01 从"驾驶员中心"到"算法中心"：广东 ...

Core Insights - Jinan's low-altitude economy is set to benefit from new policies aimed at talent recognition, with 39 categories of low-altitude talents included in the city's high-level talent recognition system [1] - The local company, Zhihang Yunying, focuses on building a talent development bridge to convert policy benefits into industrial effectiveness, emphasizing practical services [1] Talent Development - The company holds qualifications for drone pilot training from the Civil Aviation Administration of China (CAAC) and offers vocational skills training for drone maintenance, creating a composite skill system for various groups [2] - Zhihang Yunying is also involved in youth technology education, fostering interest in aviation technology through school courses and competitions to build a future talent pool [2] Resource Aggregation and Business Implementation - The company utilizes platforms like "Rotor House Aviation Club" and "Pilot Club" to connect enterprise needs with talent supply, addressing local talent shortages and standardization issues in execution [2] - With its core advantages of official qualifications, local expertise, and practical teams, Zhihang Yunying has become a key player in Shandong's low-altitude economy [2] Future Outlook - The company aims to deepen its market presence in Shandong, enhancing its core capabilities in talent development and business implementation to contribute to the local service strength in the low-altitude economy [2]

《中国民航报》、中国民航网 记者路泞 报道：近日，陕西省低空应用场景试点成果交流会暨低空医疗 及应急一体化解决方案发布会在西安召开。会议以培育壮大新质生产力为核心导向，集中展示低空经济 与医疗应急领域深度融合的创新成果，为低空经济高质量发展注入强劲动能，推动新质生产力在民生服 务领域落地生根。 作为发展新质生产力的重要赛道，低空经济正凭借技术创新与产业融合优势，成为陕西制造业转型升级 的新增长极。据介绍，过去一年，全省低空经济依托科技创新突破与场景化应用拓展，实现稳健增长。 2025年全省航空产业链产值达503亿元，同比增长4.7%；无人机产业链提前完成"百亿提升"年度目标， 产值达108亿元，同比增长7.2%，核心装备制造能力持续攀升。西安阎良航空基地成功入选国家先进制 造业集群，标志着陕西低空经济已形成"技术研发-产品制造-场景应用"的初步闭环，成为新质生产力赋 能传统制造业升级的典型范例。 全国首个低空生物资源调度指挥大厅投入试运行，及低空医疗及应急物资配送调度"云帆"平台同步上 线，填补了国内低空生物资源智能化调度领域空白，彰显了新质生产力在技术集成与场景创新上的突破 力。作为陕西省唯一医疗类低空经济 ...

Group 1 - The core viewpoint of the news is that Hangfa Power (SH600893) reached its daily limit with a price of 50.59 yuan, reflecting a 10% increase and a total market capitalization of 134.85 billion yuan [1] - The company is a significant player in the aerospace engine sector, with over 90% of its main revenue coming from aerospace engines and related products. It has established a comprehensive related transaction management system and received a comprehensive credit line of 23 billion yuan, providing 67.7 billion yuan in financing support for its subsidiaries [2] - The company's contract liabilities have increased by 85.45% year-on-year, indicating a solid business outlook for the future [2] Group 2 - Hangfa Power has established Hangfa General Aviation Power Technology Company to align with the national low-altitude economy development strategy, which is expected to create more growth opportunities in this area [2] - The aerospace engine industry is a key focus of national support for high-end manufacturing, characterized by high technical barriers and strategic significance. Recent market interest in aerospace engine-related concepts has led to positive performance in related stocks, creating a sectoral linkage effect [2] - Although specific technical and capital flow data are not available, the stock's limit-up suggests potential inflow of institutional funds, indicating positive technical signals that have attracted market investors [2]

上海丰豫投资低空经济产业投资基金成立于去年。2025年4月，上海丰豫计划以自有资金出资人民币 6500万元（其中计划首期投资金额为1300万元，目前已完成实缴260万元），与深圳市启赋安泰投资管 理有限公司、江苏黄海汇创私募基金管理有限公司等共同投资设立低空经济产业投资基金。 据悉，上海丰豫投资低空经济产业投资基金的初衷是，拓展公司在低空产业制造端的布局，实现从低空 应用端到制造端的延展，同时依托基金管理人的行业经验、管理和资源优势，拓展投资渠道，提升公司 综合竞争能力和抗风险能力。 1月27日，祥源文旅（600576）公告，为进一步聚焦低空文旅垂直业态，公司全资子公司上海丰豫拟从 低空经济产业投资基金退伙。低空经济产业投资基金于2026年1月26日召开全体合伙人会议，一致同意 上海丰豫从合伙企业退伙。低空经济产业投资基金应支付上海丰豫的退伙资产=该合伙人财产份额-应扣 减款项，上海丰豫退伙财产份额价值为257.15万元，全部以现金形式支付。 不过，高增长部分属于外延式并购增长。2024年以来，公司通过并购等行为扩充了并表范围。 "本次交易主要基于公司低空战略规划及投资模式的调整，为进一步聚焦对于低空文旅业态 ...