低空赛道

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安阳:“飞翔之城”飞向更高蓝天
He Nan Ri Bao· 2025-09-29 07:09
当低空经济成为河南撬动新质生产力的关键支点,安阳以产业筑基、科研赋能、场景拓维的实践,正为 全省抢占低空赛道、打造增长极提供强力支撑。这份支撑,不仅藏在政策规划的蓝图里,更呈现在一场 充满科技感的"蓝天盛宴"中。 所有的创新与实践,最终都指向产业发展的坚实落点。如今,安阳无人机全产业链企业已突破160家, 形成了"不出园区即可制造整装无人机"的完备生态,安阳无人机产业园获欧盟NG金级认证,成为河南 低空产业走向国际的一张亮眼名片。 活动现场处处可见科技与飞行的深度共振。 3架象征中国航空力量的明星机型——遥控歼-10、歼-15、歼-20模型机携彩烟登场,猎鹰无人机携灭火 弹升至高空精准喷水,联通应急通信无人机迅速搭建空中信号塔,FPV穿越机在障碍物间穿梭……一个 个精彩瞬间被5G信号实时传至现场大屏,让观众直观感受低空智能装备的实战力。 在航空节低空产业走廊展厅里,蜂巢智能带来工业级无人机整机,一飞智控展示其核心零部件,越茂科 技携植保无人机首秀,"安阳造"无人机产业链清晰可见。 以人才为基、科技为翼,安阳低空经济正从试验田迈向主战场,在更高远的蓝天上书写新的发展篇章。 9月26日,安阳市文体中心上空,一台" ...
530亿!浙商父女携电机巨头再闯IPO,卡位机器人和低空赛道
格隆汇APP· 2025-08-19 10:23
Core Viewpoint - The article discusses the upcoming IPO of a company led by a father-daughter duo from Zhejiang, focusing on its positioning in the robotics and low-altitude sectors, with an expected valuation of 53 billion [1]. Group 1: Company Overview - The company is a major player in the electric motor industry, aiming to leverage its expertise to capture opportunities in the robotics market [1]. - The father-daughter team is strategically targeting the low-altitude sector, which is anticipated to grow significantly in the coming years [1]. Group 2: Market Potential - The robotics industry is projected to experience substantial growth, driven by advancements in technology and increasing demand across various sectors [1]. - The low-altitude market is also expected to expand, presenting new investment opportunities for companies involved in this space [1].
卧龙电驱冲击A+H,卡位机器人赛道,应收账款回收周期不断延长
Ge Long Hui· 2025-08-19 09:52
Core Viewpoint - Several A-share companies have announced plans to list in Hong Kong, indicating a strong trend towards dual listings in the market [1][2]. Group 1: Company Overview - Wolong Electric Drive Group Co., Ltd. (Wolong Drive) submitted its prospectus to the Hong Kong Stock Exchange on August 13, seeking a dual listing [1]. - The company has experienced significant stock price increases, with a 40% rise over five trading days following its application [1]. - As of August 19, Wolong Drive's A-share market capitalization was approximately 53 billion RMB [1]. Group 2: Business Background - Wolong Drive's business dates back to 1984, initially focusing on electric motor solutions [5][6]. - The company was established as Zhejiang Wolong in 1995 and went public on the Shanghai Stock Exchange in 2002 [6]. - The controlling shareholders, including founder Chen Jiancheng and his daughter Chen Yanni, hold approximately 38.84% of the company's issued share capital [6]. Group 3: Financial Performance - Wolong Drive's revenue for 2022, 2023, 2024, and the first half of 2025 was 14.27 billion RMB, 15.57 billion RMB, 16.25 billion RMB, and 8.03 billion RMB, respectively [11]. - The net profit figures for the same periods were 839 million RMB, 553 million RMB, 832 million RMB, and 548 million RMB, with a gross margin of 23.9%, 23.9%, 23.2%, and 24.6% [11][12]. - The company faced a significant drop in net profit in 2023 due to losses from investments and asset impairments totaling 269 million RMB [12]. Group 4: Business Segments - Wolong Drive operates in five main business segments: explosion-proof electric drive systems, industrial electric drive systems, HVAC electric drive systems, new energy transportation electric drive systems, and robotics components [10][14]. - The revenue distribution for the first half of 2025 was 30.6% from explosion-proof systems, 26.4% from industrial systems, and 32.1% from HVAC systems, while new energy and robotics accounted for 2.6% and 2.7%, respectively [14]. Group 5: Market Position and Competition - Wolong Drive ranks first in the global explosion-proof electric drive systems market with a market share of approximately 4.5% [29]. - The company is fourth in the global industrial electric drive systems market (2.8% market share) and fifth in the HVAC segment (2.0% market share) [29]. - Major competitors include domestic firms like Dayang Electric and international players such as Siemens and ABB [29]. Group 6: Research and Development - The company has invested in R&D, with expenditures of 817 million RMB, 858 million RMB, 872 million RMB, and 426 million RMB over the respective periods, representing around 5.7% to 5.3% of total revenue [16]. - Wolong Drive employs over 1,800 R&D personnel globally and generated 40.2% of its revenue from international markets in the first half of 2025 [16].