Workflow
低空经济
icon
Search documents
《2025数智低空经济发展趋势前瞻报告》发布,浙江“低空链接力”指数首次揭晓
Sou Hu Cai Jing· 2025-09-29 13:52
记者了解到,本次对接会集中释放低空经济领域标志性成果,在规则体系建设方面,《杭州市低空飞行共同约定(暂行)》正式发布,将为低空飞行安 全、有序开展提供重要指引,填补低空经济领域自主规则空白。 区域协同方面,"数贸会低空场景创新服务协同网络"同步发起,杭州、宁波、绍兴、温州等10地低空公司代表共同参与启动,未来将通过资源共享、场景 共建,逐步构建覆盖浙江、链接全国、辐射全球的低空经济协同发展格局。 国际合作与人才培养方面,杭州市低空经济产业联合会、天目山实验室、北航中法航空学院、中国国际贸易学会共同签署"低空经济教科人一体国际合作 备忘录",将进一步推动跨国界、跨领域的教育-科研-产业人才深度融合。 此外,《2025数智低空经济发展趋势前瞻报告》及子报告《城市低空经济"链接力"指数(浙江2025)》现场正式发布,从技术趋势、区域发展、场景应 用、商业模式等维度,为低空经济发展提供参考。 【大河财立方 记者 王宁宁】9月25日至29日,第四届全球数字贸易博览会(简称数贸会)在杭州大会展中心举行。为全方位展现低空经济创新成果,大会 期间举行了"低空经济新兴技术与产业发展对接会",并首次揭晓浙江"低空链接力"指数。 ...
共促西宁市低空经济产业发展 中科星图与青海铁塔等单位签约
Zheng Quan Ri Bao Wang· 2025-09-29 13:44
据介绍,西宁市低空智航应用平台建设高度重视标准化体系构建,覆盖无人机的选址、架设、飞控、 AI算法及行业场景应用全链条;一是依据空域条件与场景需求,制定基础设施选址与架设的标准化流 程;二是对多品牌、多类型无人机控制接口进行抽象,形成飞行控制标准化接口;三是规范算法从样本 标注、模型训练到输入输出的处理流程,实现算法应用标准化;四是为不同行业场景下的无人机及载荷 选型、飞行作业参数、成果输出制定最优规则,推动行业场景建设标准化。此套体系不仅是"统一规 则",更是保障低空应用安全、高效、规模化发展的核心基础。 本报讯 (记者贺王娟)9月26日,2025星图低空云发展大会暨西宁市低空智航应用平台发布会在西宁成 功举办,会上,"西宁市低空智航应用平台"正式发布。 西宁市副市长吉辉表示,西宁始终将低空经济作为高质量发展的新引擎,在低空基础设施建设、飞行器 制造、运营服务等领域持续发力,拓展低空经济在物流配送、观光旅游、短途交通、应急救援、生态监 测、公共治理等领域应用场景,将战略部署转化为实际生产力,欢迎各位企业家、专家学者来西宁投资 兴业,探索创新高原低空经济的新路径,共同谱写低空经济产业的新篇章。 中科星图股份有 ...
立体交通未来长啥样?时空数字底座驱动“路空协同”
Yang Zi Wan Bao Wang· 2025-09-29 12:20
Group 1 - The future low-altitude network will feature a variety of aircraft types, small takeoff and landing intervals, and high spatial density, necessitating new traffic regulations [1] - Experts emphasize the urgent need to develop a new service paradigm that integrates "air traffic management reporting systems" with "road rule systems" through new data and algorithms [1] - Gaode's digital foundation aims to create a comprehensive urban three-dimensional traffic system by integrating ground and low-altitude traffic [1] Group 2 - Jiangsu Transportation Holding's "Cloud Network Digital Map" effectively addresses the fragmentation issues in smart highway construction, enhancing digital capabilities and laying a foundation for future large model applications [2] - The development of low-altitude space requires solutions for traffic rules, dynamic route planning, intelligent scheduling of takeoff and landing points, and public safety coordination [2] - AI is driving the deep integration of low-altitude economy into educational, cultural, and tourism scenarios, transitioning the industry from demonstration to industrialization [2]
亿航智能联合Allur开拓中亚市场,头部厂商订单批量落地中 | 投研报告
Core Viewpoint - The low-altitude economy sector has shown resilience, outperforming the Shanghai Composite Index during the period from September 15 to September 28, with various indices reflecting mixed performance in comparison to major benchmarks [1][2]. Market Review - The Wind Low Altitude Economy Index increased by 0.38%, outperforming the Shanghai Composite Index by 1.47 percentage points, but underperformed the CSI 300 Index by 0.24 percentage points and the ChiNext Index by 3.96 percentage points [1][2]. - The National General Aviation Index decreased by 0.20%, outperforming the Shanghai Composite Index by 0.90 percentage points, but underperformed the CSI 300 Index by 0.82 percentage points and the ChiNext Index by 4.54 percentage points [1][2]. Policy Developments - The Ministry of Industry and Information Technology and six other departments released a work plan for the petrochemical industry focusing on emerging industries such as new energy and low-altitude economy [3]. - The Shanghai Hongqiao International Central Business District announced support policies for the high-quality development of the low-altitude economy, aiming to build a robust industrial ecosystem [3]. Company Developments - EHang signed a cooperation agreement with Kazakhstan's Allur Group to explore the Central Asian market, planning to procure 50 eVTOL aircraft and establish a local assembly base [3]. - Zero Gravity successfully completed a strategic financing round of nearly 100 million yuan and received orders for 200 aircraft, including a strategic cooperation agreement with Anhui Jinzhong Leasing for 150 aircraft [4]. - WoFei ChangKong established strategic partnerships with Chuanfa Leasing and Jinshi Leasing, totaling 300 aircraft orders [5]. - Lanying Aviation secured 120 aircraft orders from multiple clients, bringing its total to 480 aircraft orders from nine clients [5]. Investment Recommendations - The national strategy is focusing on the low-altitude economy, with various regions implementing development policies and state-owned enterprises establishing low-altitude economy companies [6]. - Key application scenarios include low-altitude logistics and tourism, with leading eVTOL manufacturers receiving significant orders, indicating a clear trend towards scaled development in the industry [6]. - Relevant companies in the sector include those involved in power/energy systems, complete aircraft manufacturing, air traffic control, and maintenance services [6].
法治筑基,民营经济扬帆起航〡粤商向新
Sou Hu Cai Jing· 2025-09-29 06:27
Core Points - The World Bank's recent survey indicates that over 97% of businesses view China's courts as fair and reliable in resolving commercial disputes, placing it at the forefront among over 100 economies surveyed [1] - The implementation of the "Private Economy Promotion Law" in May signals a commitment to enhancing the legal business environment, which is crucial for the healthy and high-quality development of the private economy [1][4] - Guangdong province has introduced a series of policies to support the development of the private economy, including measures to optimize the business environment and stimulate market vitality [3][6] Legal Framework - The "Private Economy Promotion Law" is the first foundational law specifically addressing the development of the private economy in China, establishing its legal status and emphasizing the importance of a fair competitive environment [4][5] - The law encourages the government to support and guide private economic development, ensuring that legal frameworks provide long-term stability and predictability for businesses [4] Policy Measures - Guangdong has launched multiple initiatives, such as the "20 Measures to Optimize the Business Environment" and "12 Measures to Stimulate Market Vitality," aimed at enhancing the operational landscape for private enterprises [1][6] - The establishment of the Private Economy Development Bureau in Guangdong is intended to coordinate efforts and ensure the effective implementation of policies supporting private sector growth [5] Economic Development Initiatives - Guangdong's government has introduced specific policies to foster innovation in key industries, including artificial intelligence and robotics, with financial incentives for top-performing companies [6][7] - The province has also implemented measures to reform the investment and financing system, aiming to clarify government responsibilities and broaden financing channels for businesses [6] Business Environment - Guangdong has been recognized for four consecutive years as having the best business environment in China, reflecting its commitment to creating a market-oriented, law-based, and international business climate [8] - Recent initiatives have been introduced to combat online infringement issues affecting private enterprises, ensuring a supportive network for business growth [8] Reform and Efficiency - The province has streamlined the process for starting a business, allowing for company registration to be completed in just one working day, significantly enhancing market access [9] - Legal protections for businesses and entrepreneurs have been strengthened, with measures in place to ensure fair competition and timely resolution of disputes [9][10]
【财经分析】政策利好和市场需求双轮驱动,“低空+文旅”如何激活消费新引擎
Xin Hua Cai Jing· 2025-09-29 03:31
Core Insights - The integration of low-altitude airspace and cultural tourism ("low-altitude + cultural tourism") is emerging as a significant trend, driven by favorable policies and market demand, creating substantial growth opportunities in the consumer market [1][4][5] Group 1: Industry Trends - The 2025 World Manufacturing Conference highlighted "low-altitude + cultural tourism" as a hot topic, showcasing new experiences such as drone performances and helicopter sightseeing [1] - The low-altitude economy is undergoing transformative changes in technology, scenarios, and regulations, with drones becoming the mainstay and electric vertical takeoff and landing (eVTOL) vehicles leading development [2][3] - McKinsey predicts that the global urban air traffic market will reach $300 billion by 2030, with cultural tourism scenarios accounting for over 25% [4] Group 2: Investment and Financing - Zero Gravity Aircraft Industry (Hefei) Co., Ltd. successfully completed a strategic financing round of nearly 100 million yuan, indicating strong capital interest in the "low-altitude + cultural tourism" sector [2][3] - The introduction of cultural tourism capital into the company is expected to accelerate breakthroughs in core product development and the commercialization of green aviation flight camps [3] Group 3: Challenges and Opportunities - The low-altitude tourism sector faces challenges such as inadequate infrastructure, airspace management issues, and a shortage of skilled personnel, which could hinder sustainable development [6][7] - There is a pressing need for suitable low-altitude products tailored to tourist attractions, as many scenic spots currently lack the capacity to invest in low-altitude projects due to poor profitability [6][7] Group 4: Policy and Ecosystem Development - The establishment of a flexible and dynamic airspace resource management mechanism is crucial for enhancing the efficiency of low-altitude airspace management [8] - Industry experts emphasize the importance of a collaborative ecosystem involving policy, technology, scenarios, and market dynamics to facilitate the large-scale development of "low-altitude + cultural tourism" [7][8]
【毕马威深化国资国企改革系列】国资国企发展低空经济正当时——第五篇
Sou Hu Cai Jing· 2025-09-29 03:02
Core Viewpoint - The article emphasizes the importance of state-owned enterprises (SOEs) in developing the low-altitude economy, focusing on enhancing core functions and competitiveness while exploring differentiated development strategies and collaborative models [1]. Group 1: Low-altitude Economy Demonstration Pilot - The demonstration pilot can break traditional airspace usage restrictions through airspace management reform and regulatory innovation, providing clear institutional guarantees for enterprises [2]. - It promotes the centralized construction and operation of infrastructure, allowing companies in drone logistics and eVTOL manufacturing to share facilities, significantly reducing operational costs [2]. - The pilot encourages technological innovation and product iteration by promoting benchmark application scenarios and providing platforms for technical validation and commercialization [2]. Group 2: Recommendations for SOEs - SOEs should enhance research and development in key technology areas such as low-altitude aircraft manufacturing and intelligent control, leveraging their advantages in information technology and big data [6]. - Collaboration with local governments, private enterprises, universities, and research institutions is essential to build a low-altitude economic ecosystem and integrate resources for large-scale development [7]. - Establishing a comprehensive safety management system and risk warning mechanism is crucial for monitoring low-altitude flight risks and improving emergency response capabilities [9]. Group 3: Talent Development and Policy Engagement - SOEs are encouraged to deepen cooperation with educational and research institutions to develop a talent training system that supports the low-altitude economy [10]. - Active participation in the formulation of policies and regulations is vital for SOEs to enhance the scientific and practical applicability of the legal framework governing the low-altitude economy [11]. - The establishment of the Low-altitude Economy Development Department by the National Development and Reform Commission in December 2024 highlights the government's commitment to this sector [12].
专论 || 张永伟:从出口“新三样”到聚合“三大件”
Group 1 - The core idea of the article emphasizes the importance of "aggregated thinking" in driving the collaborative development of three key sectors: smart vehicles, smart robots, and low-altitude economy, which are interconnected through technology, supply chains, and application fields [1][3][4] - The article outlines that the current fourth industrial revolution is characterized by the convergence of various technologies, such as artificial intelligence and new energy, which were previously developed independently [1][2] - The potential of the "three key components" (smart vehicles, power batteries, and new energy represented by photovoltaics) is highlighted as a significant driver for export and economic growth, especially in the post-pandemic context [3][4] Group 2 - The shared industrial chain among smart vehicles, smart robots, and low-altitude flying is crucial for the aggregation effect, with over 60% of the automotive supply chain being applicable to these sectors [4][5] - The article discusses the rapid development of the perception field, where costs have significantly decreased, exemplified by the price drop of automotive laser radar from over 100,000 yuan to around 800 yuan within five years [5][6] - The demand for computing power in vehicles has increased, with modern cars requiring 300 to 400 chips, indicating a trend towards a unified operating system across vehicles, robots, and drones [6][7] Group 3 - The article suggests that the manufacturing sector must establish advantages quickly, drawing parallels with the electric vehicle industry, which saw a dramatic increase in sales from 1 million to 10 million units in five years due to a 50% reduction in component costs [9][10] - It is anticipated that the robotics sector may experience a similar "electric vehicle moment" in the near future, with prices potentially dropping from over 1 million yuan to 100,000 or 200,000 yuan [10][11] - The article emphasizes the need for component manufacturers to expand into the aggregation field, leveraging existing supply chains and fostering cross-industry collaborations to accelerate market entry [11][12] Group 4 - The internationalization of the autonomous and automated driving industry is highlighted, with increasing global demand for Chinese components and solutions, particularly in the robotics sector [12] - The article calls for a shift in thinking from single-industry development to a coordinated approach that breaks down barriers between industries, technologies, and policies [12][13] - It stresses the importance of infrastructure integration and policy adaptation to support the rapid development of industries like autonomous driving, low-altitude economy, and smart robotics [12][13]
“十四五”中国累计就业补助超4700亿 五大举措打造稳就业全链条支持体系
Chang Jiang Shang Bao· 2025-09-28 22:57
"十四五"期间,新产业(300832)、新业态不断涌现,新职业也随之形成和发展。人社部透露,5年来 中国累计发布72个新职业,覆盖数字经济、现代服务、智能制造等行业。如人工智能等数字技术的快速 发展和深度应用,催生了人工智能数字人训练师等大量数字新职业;碳达峰碳中和持续推进,新型绿色 低碳领域和传统行业转型升级对人才需求加大;低空经济、在线学习娱乐等新业态发展,孕育了无人机 群飞行规划员、在线学习服务师等新职业。 对于新职业的出现,人社部称,新职业开辟了就业的新赛道,让劳动者有了更广阔、更多元的职业选 择。人社部通过开发新职业标准,引导社会力量参与,加大新职业培训力度等举措,帮助年轻人快 速"入行"。 对于公众最为关注的社会保障问题,人社部表示,"十四五"时期,社保服务更加好办易办、更加均衡可 及、更加高效集成、更加智慧精准。"十四五"期间累计为群众提供不见面服务超过600亿人次。目前, 社保卡持卡人数已达13.9亿人,其中11亿人同时在手机中领用了电子社保卡。 统计数据显示,在长远储备上,国家稳步实施划转部分国有资本充实社保基金,截至2025年8月底,全 国社会保障基金规模3.22万亿元,中央层面划转充实社 ...
低空经济“飞入”西部之城
Zheng Quan Ri Bao· 2025-09-28 16:06
Core Viewpoint - Qinghai is leveraging its natural advantages in renewable energy to develop a low-altitude economy, attracting numerous technology companies and fostering various intelligent computing projects [1][5]. Group 1: Low-altitude Economy Development - The launch of the Xining Low-altitude Intelligent Flight Application Platform aims to integrate low-altitude economic activities with urban management, ecological monitoring, and emergency rescue [1][2]. - The platform consists of multiple operational interfaces, including a dispatch center and an algorithm center, which enhance the safety and intelligence of low-altitude flights [2][3]. - The establishment of a comprehensive Beidou satellite navigation system provides precise positioning services across Xining, supporting the low-altitude economy's safety and operational efficiency [3][4]. Group 2: Infrastructure and Technological Support - The "Digital Tower" model developed by China Tower Corporation in Qinghai is designed to support various low-altitude applications, including communication and navigation, and has been rapidly deployed across the province [4][6]. - Qinghai's unique geographical location and abundant clean energy resources facilitate the construction of zero-carbon data centers, providing stable and low-cost energy for the computing industry [5][6]. Group 3: Application Scenarios and Challenges - The low-altitude economy in Qinghai presents diverse application scenarios, such as ecological monitoring, highland logistics, emergency rescue, and tourism, benefiting from the region's low population density and favorable airspace conditions [6][7]. - Challenges remain in adapting drone technology to the complex high-altitude environment, necessitating collaboration among government, enterprises, and research institutions to refine development strategies [7].