"十五五"时期是我国全面建设社会主义现代化国家新征程的关键五年，也是产业体系迈向全球价值链中高端、实现高质量发展的攻坚阶段。此外，面对深刻 变化的国际竞争格局与国内高质量发展要求，产业体系的现代化升级已成为核心战略任务。36氪研究院系统剖析"十五五"时期产业发展的核心蓝图，聚焦新 兴支柱产业、未来产业与传统产业三大板块的协同演进，通过详实数据刻画产业发展动态，并前瞻性地探讨其发展路径，为把握新一轮产业变革与科技革命 的历史性机遇提供决策参考。 图：现代化产业体系各领域发展阶段 核心观点 1. "十五五"时期将建设现代化产业体系提升为首要战略任务，标志着发展思路从单点技术突破转向系统性产业升级。 2. 新能源产业正从追求装机规模转向构建"源网荷储"协同体系，更加注重生产与消纳的动态平衡。 3. 航空航天形成国家工程与商业航天双轮驱动格局，大飞机产业化与商业航天将共同推动产业链规模放量与能力建设。 4.未来产业如6G、量子科技等我国已处于全球研发第一梯队，旨在通过前瞻布局抢占技术标准与产业生态的制高点。 5.传统产业转型不仅强调绿色化与智能化，更首次明确推动"服务型制造"，引导制造业向产品全生命周期服务延伸。 更 ...

新华财经广州12月25日电（记者印朋）2025粤港澳大湾区低空经济高质量发展大会25日在广州举行。中国工程院院士、空中交通管理系统全国重点实验室主 任陈志杰在会上表示，发展低空经济是战略性选择，要以高质量发展促进高水平安全，以高水平安全保障高质量发展，广东低空经济"走在前、做示范"引领 作用明显，应以场景需求为牵引，进一步探索和引领行业标准制定。 当前，低空经济发展过程中面临着如何优化低空空域资源配置、如何协同低空经济产业布局、如何统筹低空基础设施建设、如何提升低空风险防控能力、如 何实现低空科技创新突破等五大挑战。 陈志杰分析认为，低空经济基础设施建设应把握"适度超前"节奏，避免盲目投入与重复建设，并注重与既有基础设施统筹对接，包括综合立体交通、智慧城 市、数字底座及实景三维等，实现整体设计和能力共享。"低空运行应统筹空防安全、飞行安全、公共安全、数据安全及网络安全等多重维度，科技创新应 在关键元器件和核心技术领域提升自主可控能力。" 陈志杰表示，粤港澳大湾区特别是广东省，在低空经济发展中切实发挥着"走在前、做示范"的引领作用。目前，相关部门已建立协同机制，以具体场景和管 理细节为抓手，通过自下而上的方式共 ...

活动期间取得两项实质性合作成果：一是广东省垂直起降飞行器制造创新中心与7家战略合作伙伴完成 签约，将在技术研发、资源共享、场景应用等方面深化协同；二是"低空飞行装备安全设计与制造技术 创新联盟"正式揭牌。该联盟将整合产业链资源，致力于突破关键技术瓶颈，完善产业生态体系。 低空经济作为国家战略性新兴产业，正迎来前所未有的发展机遇。12月6日至7日，以"安全低空，试飞 启元"为主题的2025大湾区科学论坛低空技术与工程分论坛暨低空飞行试验与测试技术创新发展荟活动 在深圳大学举办。 活动聚焦低空飞行试验与测试技术在产业发展中的核心定位，从试验测试这一关键环节切入，精准把脉 低空产业发展的"堵点""卡点"，汇聚政产学研用各方力量，共商低空经济安全与高质量发展大计。来自 相关职能部门、科研机构及行业企业的300余位专家代表参与该活动。 在6日上午举行的闭门研讨会上，50余位来自政府部门、院士团队及龙头企业的核心代表，围绕"构建中 国低空运营安全规则试点"进行深度探讨。与会者从低空管理、典型场景、设计制造、试验测试等多维 度充分交换意见，最终形成《关于加快构建中国低空适航运营安全体系试点倡议书》。该倡议书明确了 五条核心 ...

12月8日，中共广东省委关于制定广东省国民经济和社会发展第十五个五年规划的建议发布。其中提 到，以高频次、低成本、高可靠、多场景低空飞行为牵引，深化改革释放更多空域资源，健全法规标 准、适航审定等支撑体系，培育低空经济新形态。重点推进：（1）建设覆盖全省的低空飞行基础设施 和智能网联系统；（2）发展低空飞行器制造产业；（3）以城市物流和跨珠江口为重点，常态化开展低 空飞行。（新浪财经） 编辑丨安安 作者丨彭鑫 ...

证券日报网讯 12月3日，华设集团在互动平台回答投资者提问时表示，2024年11月，公司与沃飞长空达 成战略合作伙伴关系，共同打造低空飞行商业化运营整体解决方案及空地一体的新型交通网络，同时， 公司设立了安徽华设蕴盛创业投资基金进行了跟投。公司将低空作为重要的发展方向，于2025年3月成 立了华设低空科技集团，深度聚焦低空规划建设、运营及场景开发、装备研发制造、装备试验验证等领 域深度拓展，团队及业务正按计划开展。 （文章来源：证券日报） ...

■中国经济时报记者 孙兆 11月29日，由中国经济时报社主办的经济前瞻论坛2025年会在北京举行。在论坛平行单元"新质生产力视角下的低空经济高质量发展"上，业内人士指出， 在政策红利持续释放与技术创新加速突破的双重赋能下，低空经济正实现从概念探索向实践落地、从试点示范向规模化发展的关键跨越，成为极具增长潜 力的新兴领域。 方向明确 潜力巨大 百花齐放 因地制宜 ∨ 中国工程院院士、航空动力专家、中国航空学会副理事长刘大响在会上深入剖析了低空经济与应急救援的发展现状、相互关系及未来方向。他表示，通过 多年试点，我国在航空应急救援领域成效显著，救援航空规模大幅增长，救援直升机从178架增至1600多架，注册无人机超300万架；通航机场达531个， 形成航空服务保障网络，建成高水平救援队伍并建立协调机制。此外，低空经济作为新质生产力重要内容，涵盖客货运、作业飞行、应急救援、旅游休闲 等四大类16个应用场景，但当前存在顶层设计有待进一步完善、体制机制有待创新、技术与金融创新脱节等问题。 发展低空经济是党中央作出的一项重要战略部署。近年来，中央出台了多项政策举措，大力推动低空经济发展。近期，党的二十届四中全会通过的《中 ...

香港生产力促进局(简称"生产力局")是特区政府"发展低空经济工作组"的"监管沙盒"技术合作伙伴，生 产力局首席数码总监黎少斌在活动上表示，随着"监管沙盒X"聚焦于技术复杂度较高的应用场景，生产 力局将继续以技术合作伙伴的角色，通过新材料、新能源、新交通管理系统等前瞻性技术领域的研发， 协助业界提升技术水准与应用能力，推动创新方案在实际环境中落地。 首批"监管沙盒"共有38个项目入选，已启动的29个项目内容涵盖紧急救援、物流配送、维修和安全检 查、监测、低空基建设施等多个领域及不同应用场景。特区政府表示，"监管沙盒X"将带来"更多""扩 展"及"深度协作"的新元素，引领低空经济发展至全新高度。(完) 香港低空经济"监管沙盒X"启动 探索复杂应用场景 中新社香港11月24日电 (记者 韩星童)香港低空经济"监管沙盒X"启动礼24日举行，旨在进一步推动香港 低空经济发展，并探索创新应用场景。 11月24日，香港特区政府运输及物流局举办低空经济"监管沙盒X"启动礼活动。图为香港特区政府 运输及物流局局长陈美宝(左二)等嘉宾出席启动礼仪式。 中新社记者 陈永诺 摄 2025年施政报告提出，推出进阶版低空经济"监管沙盒X ...

Core Viewpoint - The battery box business of Minth Group is in a high growth phase, driving performance growth and valuation enhancement, with a target price raised from HKD 42 to HKD 50, corresponding to a forecasted P/E ratio of 15.2 times for 2026 [1][2] Group 1: Business Development - Minth Group's liquid cooling products are set for mass production, including immersion cooling cabinets, CDU, cooling plates, and distributors [1] - The subsidiary, Precision Industry, has received orders from a Taiwanese AI server manufacturer for the design, development, and production of immersion cooling cabinets, with deliveries expected to start in mid-November 2025 [1] - Minth Group has also passed technical validation for distributors from another Taiwanese AI server liquid cooling system manufacturer, with the first batch of products expected to be delivered by the end of December 2025 [1] Group 2: Emerging Business Potential - The company is focusing on two main product systems in low-altitude flight, collaborating with several flying car/eVTOL companies, and has signed a strategic agreement with EHang for mass production orders [2] - In the robotics sector, the company is concentrating on integrated joint modules, robotic electronic skin, smart masks, wireless charging systems, and limb structures, having signed a strategic cooperation agreement with Zhiyuan Robotics [2] - The projected net profit for the company is expected to reach CNY 2.76 billion, CNY 3.39 billion, and CNY 4.15 billion for 2025-2027 [2]

Core Viewpoint - Xiaopeng Motors is leveraging its advancements in AI technology to enhance its product offerings, particularly in smart driving, Robotaxi, robotics, and low-altitude flying vehicles, with clear timelines for mass production and collaboration with major partners [1][2][3][4]. Group 1: Smart Driving Innovations - Xiaopeng Motors introduced the second-generation VLA, which serves as a foundational model for its smart driving capabilities, enabling significant improvements in autonomous driving performance, such as a 13-fold increase in average takeover mileage on complex roads [2]. - The company plans to invite pioneer users to co-create experiences with the second-generation VLA by the end of December 2025, with full deployment of the Ultra model expected in the first quarter of 2026 [2]. Group 2: Robotaxi Development - Xiaopeng Motors aims to launch three Robotaxi models by 2026, featuring L4-level driving experiences and equipped with dual hardware systems and four Turing AI chips, achieving a computing power of 3000 TOPS [3]. - The company will open the Robotaxi SDK for global partners to build an ecosystem, with Gaode being the first global ecological partner [3]. Group 3: Robotics and AI Integration - The new generation of the IRON robot will utilize three Turing AI chips, providing a computing power of 2250 TOPS, and will be integrated with the second-generation VLA model for advanced intelligence [3]. - Xiaopeng Motors is prioritizing commercial applications for its robots, focusing on services such as guiding and shopping assistance, and will collaborate with Baosteel for industrial applications [3]. Group 4: Low-Altitude Flying Vehicles - Xiaopeng Huitian has introduced the "land aircraft carrier" for personal low-altitude travel and the A868, a hybrid flying car for efficient group travel, with over 7,000 global orders for the land aircraft carrier [4]. - The A868 is currently in a critical phase of flight verification [4]. Group 5: Market Position and Future Outlook - Xiaopeng Motors is recognized as the most similar company to Tesla in terms of technology and product offerings, although it acknowledges that Tesla has a more global presence [4]. - As of November 4, Xiaopeng Motors' market capitalization reached 21.629 billion, surpassing competitors like Li Auto and NIO, while the company continues to optimize operational efficiency [4].

Core Viewpoint - The low-altitude economy is rapidly integrating into various sectors, becoming a new driving force for economic growth and reshaping social service models [1][4] Group 1: Development Opportunities - The low-altitude economy enriches consumption scenarios and business formats, enhancing social governance efficiency and improving public services [1][3] - The potential applications of low-altitude technology include drone delivery of fresh produce, agricultural pest control, and emergency medical supply delivery [1][3] Group 2: Challenges and Safety - The development of the low-altitude economy faces challenges such as the need for a new management framework to adapt to high-frequency, high-density, and diverse flight characteristics [1][2] - Safety is a fundamental aspect of low-altitude airspace management, which is crucial for the commercial viability of the low-altitude economy and is closely related to national and public safety [2][3] Group 3: Local Adaptation - The low-altitude economy is still in its early stages, and regions should avoid blindly following trends, instead developing strategies suited to local conditions [3] - Different regions can leverage their unique characteristics, such as using drones for oil and gas inspections in energy-rich areas or for agricultural monitoring in farming regions [3] Group 4: Future Prospects - The low-altitude economy has vast potential as a new industry that can significantly benefit public welfare and improve living standards [4] - Continued reform and innovation in the low-altitude economy are expected to lead to its eventual "take-off," enhancing quality of life [4]