Core Viewpoint - The recent market selloff, attributed to President Trump's announcement on China tariffs, is viewed as a buying opportunity by Tom Lee from Fundstrat, who suggests that the surge in VIX indicates a potential market rebound [2]. Group 1: Market Analysis - The spike in VIX, a measure of expected volatility, suggests that investors are seeking protection, which typically indicates an interim low in the market [2]. - Tom Lee anticipates that the market could be higher in the coming week, with a potential increase of 60 points [2]. Group 2: Hedge Fund Interest - Archer Aviation Inc (NYSE:ACHR) has 35 hedge fund investors, with analysts bullish on its potential in the low-altitude economy and successful prototype testing [5][6]. - Conagra Brands Inc (NYSE:CAG) has 38 hedge fund investors, with analysts noting its ability to capture low-income consumers and the growth of its frozen food segment [7][8]. - Domino's Pizza Inc (NASDAQ:DPZ) has 42 hedge fund investors, with analysts expecting a strong quarter and positive outlook for 2026 [9]. - Dutch Bros Inc (NYSE:BROS) has 44 hedge fund investors, with analysts highlighting its efficient operating model and growth strategy [9]. - Veeva Systems Inc (NYSE:VEEV) has 61 hedge fund investors, with analysts praising its strong fundamentals and significant investments in AI and CRM solutions [10][11]. - DraftKings Inc (NASDAQ:DKNG) has 66 hedge fund investors, with analysts optimistic about its position in the expanding online gaming market despite regulatory challenges [12]. - Coinbase Global Inc (NASDAQ:COIN) has 87 hedge fund investors, with analysts noting its strong position in the digital asset market and recent stock gains [13][14]. - Oracle Corp (NYSE:ORCL) has 124 hedge fund investors, with analysts concerned about pricing pressures in the cloud sector but optimistic about its growth in AI workloads [15][16]. - Netflix Inc (NASDAQ:NFLX) has 133 hedge fund investors, with analysts acknowledging potential challenges but viewing current conditions as an opportunity [17][18]. - Apple Inc (NASDAQ:AAPL) has 156 hedge fund investors, with analysts expressing concerns about its innovation cycle and market expectations [19][20].

Core Insights - The 13th China (Mianyang) Science and Technology City International High-tech Expo opened on September 26, 2025, showcasing cutting-edge technologies like artificial intelligence and the low-altitude economy, along with a new exhibition zone for specialized industrial products [1][2] Group 1: Expo Development and Impact - The Expo has evolved into a significant platform for scientific and technological exchange in western China, facilitating over 2,000 technological achievements and attracting more than 5,000 exhibiting enterprises, generating a total transaction value exceeding 100 billion yuan [2] - Mianyang's continuous expansion in the field of scientific and technological innovation reflects its growing vitality as a host city for the Expo [2] Group 2: Mianyang's Innovation Infrastructure - Mianyang, as China's designated Science and Technology City, has established a robust foundation for innovation, including the first large-scale scientific instrument sharing platform and housing 7 national key laboratories and 4 national engineering technology research centers [3] - The city has over 260 national and provincial-level innovation platforms, supporting advancements across various sectors [3] Group 3: Landmark Achievements - Mianyang has achieved significant milestones in medical technology, including the development of a medical cyclotron for domestic production of medical isotopes, addressing a critical material bottleneck for precision cancer diagnosis and treatment [4] - In advanced materials, Mianyang enterprises have achieved large-scale production of flexible display materials, with core technologies ranking among the most advanced globally [4] Group 4: Mechanisms for Technology Transfer - Mianyang has developed effective mechanisms for transforming scientific achievements into practical applications, including university-enterprise matchmaking events and a bundled transformation model, leading to a technology contract transaction value of 20 billion yuan in 2024 [5] Group 5: Local Success Stories - Mianyang GiaStar Magnetic Material Co., Ltd. has created a neodymium iron boron material that reduces production costs by 15-20% while maintaining performance [6] - A collaboration between the China Academy of Engineering Physics and Changhong Group has resulted in the e-Flash radiotherapy device, achieving millisecond-level precision treatment [6] - The local robot industry, exemplified by Sichuan Tianlian Company, is projected to exceed an output value of 3 billion yuan by 2025 [6] Group 6: International Collaboration - Mianyang has established international relationships with 36 cities in 24 countries and collaborates with enterprises from Germany and Japan in various frontier fields, enhancing its role in the global innovation network [7]

On this week’s “Drum Tower” @sarah_wu_ takes a ride in a flying taxi to ask whether China’s low-altitude economy is about to take off https://t.co/OVeWr5VuqR ...

Core Insights - The 2025 Emerging Air Economy Development Conference commenced in Wuhu, Anhui Province, focusing on the low-altitude economy sector and its development [1][2] Group 1: Conference Overview - The conference theme was "Scenario Innovation Leads to Safe and Orderly Development," addressing policy and industry demands in the low-altitude economy [2] - The event featured a main report session and multiple parallel sessions on topics like low-altitude intelligent connectivity and aircraft manufacturing [2] - A 30,000-square-meter exhibition area showcased cutting-edge achievements and flagship products in the low-altitude economy [2] Group 2: Key Developments - Wuhu City launched its low-altitude intelligent connectivity system during the opening ceremony [3] - The National Low-Altitude Economy Integration and Innovation Research Center released the Low-Altitude Economy Development Research Series [3] - Major achievements in the low-altitude economy were announced by key corporations including CETC and China Telecommunications Corporation [3] Group 3: Wuhu's Industrial Growth - Wuhu is recognized as a pioneer in low-altitude economy development, with nearly 200 enterprises in the industrial chain, producing general-purpose aircraft domestically [4] - The total revenue of Wuhu's low-altitude economy industrial chain exceeded 46 billion yuan in 2024, marking a 15.9% year-on-year increase [4] - Wuhu has established 90 innovation platforms in the low-altitude economy sector, with 14 at the national level [5] Group 4: Technological Advancements - Wuhu has led the development of over 540 standards, breaking foreign technological monopolies in areas like general aviation aircraft and integrated avionics [5] - Drones and general aviation aircraft in Wuhu have achieved 100% domestically developed core technologies [5] Group 5: Application Scenarios - Wuhu introduced China's first long-distance drone logistics route and non-stop delivery service for ships on the Yangtze River [6] - Practical application scenarios developed include smart supervision, sightseeing tours, and aerial firefighting [6] Group 6: Future Prospects - The conference aims to enhance industrial resource collaboration in the low-altitude economy, boosting regional influence and facilitating business attraction [7]

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday, which include significant stock market events such as suspensions, investments, acquisitions, and performance reports, helping investors identify potential investment hotspots and avoid black swan events [1] - A company is in the pilot production stage of solid-state batteries and plans to invest 4 billion yuan in a new lithium-ion battery project [1] - Another company intends to invest 500 million yuan to expand its optical module business, with double-sided nickel-plated copper foil already compatible with semi-solid/solid-state battery technology [1] Group 2 - A company reported that its sales of edge AI chips reached a scale of 10 million yuan in the second quarter, indicating growth in the AI chip market [1]

Core Insights - The low-altitude economy index increased by 1.69% this week, with a relative increase of -2.49% [1][2] - The average daily transaction amount reached 47.49 billion yuan, placing it in the 162.0% percentile over the past year [1][2] - The price-to-earnings ratio (TTM) stands at 115.32 times, which is in the 100% percentile for the past year [1][2] - There was a net outflow of 0.926 billion yuan from main funds this week [1][2] Market Performance - The top five stocks by increase this week are ZTE Corporation, XPeng Motors-W, Aerospace Hongtu, New Morning Technology, and Sichuan Chuangxin Electronics [3] - The top five stocks by decrease this week are Green Energy Wisdom Charging, Lais Information, Blue Lithium Core, Superjet Co., and Shanhe Intelligent [3] Industry Dynamics - The Governor of Guangdong Province, Wang Weizhong, chaired a provincial government meeting to discuss the high-quality development of the low-altitude economy [4] - Yingwu Intelligent released the S-ONE fourth-generation ducted single-person eVTOL [5] - Chasing Dream Aerospace completed two rounds of financing totaling over 100 million yuan in Pre-A++ and strategic rounds [6] Policy Developments - The Shenzhen Municipal Market Supervision Administration and the Shenzhen Municipal Transportation Bureau are soliciting public opinions on three local standards in the low-altitude economy sector, including specifications for low-altitude communication network construction and safety norms for unmanned aerial vehicle formation flying performances [7] Company Performance Forecast - Zhengli New Energy has signed a strategic cooperation agreement with Zero Gravity for the aviation energy system, with Zhengli New Energy exclusively supplying the RX1E series electric fixed-wing aircraft batteries [8]

Core Viewpoint - Archer Aviation is positioned to lead the emerging air taxi market, with significant growth expected in the low-altitude economy and a projected 62% increase in global adoption of eVTOL aircraft by 2030 [1]. Company Developments - Over the past year, Archer has made several announcements indicating progress towards receiving necessary certifications and launching commercial operations, resulting in the stock price doubling despite minimal revenue generation [4]. - Archer has established partnerships with United Airlines and Southwest Airlines to operate air taxi networks in major U.S. cities, and has financial backing from Stellantis and other investors, aiming to manufacture 50 aircraft annually [5]. - In June, Archer announced an alliance with the FAA and the U.S. Department of Transportation, along with the UK, Australia, Canada, and New Zealand, to streamline the certification and commercial launch of eVTOL aircraft [6]. - Archer was named the official air taxi service for the 2028 Olympic Games in Los Angeles, which is expected to enhance its marketing and showcase its capabilities [7].

Core Viewpoint - Lithium-rich manganese-based cathode materials are ideal for solid-state batteries due to their high specific capacity, high voltage characteristics, cost advantages, and compatibility with solid-state battery systems, showing significant potential in enhancing energy density, safety, and reducing costs [2]. Group 1: Industry Overview - The maturity of solid-state battery technology is expected to accelerate the penetration of lithium-rich manganese-based materials in high energy density demand scenarios such as new energy vehicles and low-altitude economy [2]. - According to incomplete statistics from SPIR, there are currently 34 core production enterprises of lithium-rich manganese-based cathode materials for solid-state batteries in China [2]. Group 2: List of Companies - A list of 34 companies producing lithium-rich manganese-based cathode materials includes: - Tsinghua Tongfang Technology - Rongbai Technology - Guoxuan High-Tech - Hunan Youneng - Greeenme - Ningbo Yian Lithium - Wanrun New Energy - Tianli Lithium Energy - Kunming Technology - Zhongke Gonen - Shenzhen Kejing - Changyuan Lithium Technology - Fengyuan Co., Ltd. - Huayou Cobalt - Zhenhua New Materials - Yibin Lithium Treasure - Jiangte Electric - BASF Shanshan - Chuanglu Advanced - Jinlongyu - Greenme - Xiangtan Electrochemical - Mengguli - Xiamen Tungsten New Energy - Chuangneng Huitong - Jusheng Technology - Sufang New Energy - Longli New Energy - Chuangneng New Materials - Zhuhai Guanyu - Tianhua New Energy - Su Lithium Technology - Ningxia Hanyao - Boshik High-Tech [3].

Group 1 - The 2025 China Internet Conference will be held from July 23 to 25 at the National Convention Center in Beijing, focusing on cutting-edge technologies such as AI, 5G-A/6G, and low-altitude economy [1] - The conference theme is "Digital Drive New Quality, Intelligent Creation of the Future," exploring AI-driven industrial upgrades and digital ecosystem reconstruction [1] - Key forums will include the AI Summit Forum and Low-altitude Economy Summit Forum, along with three major exhibition areas for corporate branding, internet innovation achievements, and technology interaction [1] Group 2 - The conference will address hot topics such as satellite internet, IPv6, 6G networks, brain-computer interfaces, AI, industrial internet, large model applications, new energy vehicles, and governance issues like cybersecurity and data security [1][3] - According to China International Capital Corporation (CICC), the internet industry has entered a new investment cycle since 2025, with AI, overseas expansion, and instant retail becoming hotspots after a period of cost reduction and efficiency improvement [3] - Historical performance of leading companies in the sector shows a recovery in financial status, indicating a positive outlook for future investments [3]

Core Insights - Hexiang Insurance Brokers has launched specialized insurance products for China's low-altitude economy, marking a significant expansion into this emerging sector [1][2] - The company aims to develop customized risk management products for various aviation operators, reinforcing its commitment to industry growth through innovation [4] - The low-altitude economy presents substantial opportunities for the insurance sector, and Hexiang is strategically positioned to capitalize on this trend [5][6] Key Achievements in 2025 - In March 2025, Hexiang sold its first low-altitude aviation insurance policy to Xinjiang Tianying General Aviation, covering commercial Robinson R44 helicopters with comprehensive insurance solutions [8] - In April 2025, Hexiang signed an insurance contract for an all-scenario helicopter insurance covering an Airbus R66, providing over RMB 17 million in protection tailored for low-altitude tourism and business commutes [8] - In June 2025, Hexiang was appointed as a Council Member of the Jiangsu Aviation Industry Association, enhancing its position within the aviation industry ecosystem [8]