转自：衢州日报 （来源：衢州日报） 在山区生态治理领域，开化县巧用无人机技术破解松材线虫病防治难题，构建起"天、地、人"一体化精 准防治新模式。"天上查"通过无人机搭载高光谱相机和激光雷达巡检，智能识别并精准定位疫木，使疫 木发现率从40%跃升至90%；"地上清"由人工砍伐疫木后，通过大载重无人机吊运下山，单日运力达7 至8吨，效率是人工搬运的5倍，同时有效避免交叉感染；"空中核"则在除治后通过无人机复飞核查，形 成闭环管理。这一模式将全县疫木普查周期从30天缩短至15天，监测覆盖面积从31.4万亩拓展至300万 亩，建立起"即时发现、即时处置"的常态化响应机制，为山区生态保护提供了高效可靠的解决方案。 衢州市交通运输局航空处相关负责人介绍，"综合飞一次"政务巡检通过"一个主体"统筹+"一张网格"管 空+"一个平台"调度的模式，实现政务巡查集约化、智能化升级。"一个主体"统筹即市级层面统一调度 十多个部门的政务无人机资源，整合巡检需求并构建常态化沟通协调机制与跨部门数据共享通道；"一 张网格"管空即依托GeoSOT全球剖分网格技术，构建覆盖全市的低空数字底座，实现空域"一图尽 览"；"一个平台"调度即开发全市 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688297 证券简称：中无人机 公告编号：2026-004 中航（成都）无人机系统股份有限公司 关于董事会换届选举的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 中航（成都）无人机系统股份有限公司（以下简称"公司"）第五届董事会任期已经届满。根据《中华人 民共和国公司法》（以下简称"《公司法》"）、《上海证券交易所科创板股票上市规则》（以下简 称"《上市规则》"）、《上海证券交易所科创板上市公司自律监管指引第1号一规范运作》等法律、法 规、规范性文件及《中航（成都）无人机系统股份有限公司章程》（以下简称"《公司章程》"）的规 定，公司于近期开展了董事会换届选举工作，现将本次董事会换届选举情况公告如下： 一、董事会换届选举情况 公司于2026年1月14日召开第五届董事会第三十三次会议，审议通过了《关于公司董事会换届暨选举公 司第六届董事会非独立董事的议案》《关于公司董事会换届暨选举公司第六届董事会独立董事的议 案》。按照《公司章程》的规定，公司董事会由9名董事 ...

Summary of Red Cat's Earnings Call Company Overview - **Company**: Red Cat - **Industry**: Defense Technology, specifically focusing on drones and unmanned surface vehicles (USVs) for military applications - **Key Products**: - Black Widow drones for the Army - Edge 130 (soon to be Trikon) drones - USVs (Unmanned Surface Vehicles) under the Blue Ops division [1][2][3] Core Insights and Arguments - **Product Portfolio**: Red Cat has three main divisions: - **Black Widow**: Drones primarily for the Army's SRR program - **Edge 130 (Trikon)**: A vertical takeoff and landing drone with the longest flight time on the Blue UAS list, being ruggedized for battlefield conditions - **Blue Ops**: Focused on developing kamikaze boats, with sizes ranging from 5 to 11 meters [1][2][3] - **Market Differentiation**: - Manufacturing capability is highlighted as a key differentiator, with Red Cat having doubled its factory size in Salt Lake City and moved into a larger facility in Georgia for boat production [4][5] - The company emphasizes the importance of being able to manufacture at scale, which is seen as a significant competitive advantage in the defense tech industry [4][5] - **Financial Performance**: - Q4 revenue reached $25 million, a significant increase from $3 million in Q2, driven by a $35 million LRIP contract with the Army [8][9] - The company expects continued growth into Q1 and beyond, transitioning from LRIP to full-rate production contracts [9][10] - **Future Opportunities**: - The budget for small drones has increased from $80 million to approximately $803 million, indicating a substantial market opportunity [11][12] - Red Cat is positioned to benefit from various drone programs, including the Drone Dominance program and the Marines' PBAS/FPV drones [12][15] - **Global Market Positioning**: - Red Cat is exploring opportunities outside the U.S., particularly in NATO countries and Japan, as defense budgets increase globally [17][20] - The company aims to ensure its products are battle-tested, enhancing credibility and marketability [17][18] Additional Important Points - **Production Capacity**: Red Cat claims it can produce 1,000 drones per day and has the potential to scale up to 5,000 drones per month if demand arises [23][24] - **USV Market**: The company is focusing on smaller, effective boats, which have proven successful in recent conflicts, particularly against advanced naval forces [26][27] - **Acquisition Strategy**: Red Cat plans to continue acquiring companies that enhance its technology and capabilities, aiming for full integration of its supply chain [37][38] - **Counter-UAS Market**: The company is developing counter-drone technology in partnership with other firms, indicating a strategic expansion into this complementary market [40][41] - **Innovation Day**: An upcoming event will showcase Red Cat's products, including swarming capabilities of drones and boats, which is expected to generate significant interest [60][61] Conclusion Red Cat is positioned for significant growth in the defense technology sector, with a strong focus on manufacturing capabilities, expanding product lines, and tapping into increasing global defense budgets. The company's strategic initiatives and market positioning suggest a robust outlook for future revenue and market share expansion.

AeroVironment (NasdaqGS:AVAV) FY Conference Summary Company Overview - **Company**: AeroVironment (AV) - **Industry**: Drone and Defense Technology - **Date of Conference**: January 14, 2026 Key Points Company Strategy and Evolution - AV has evolved its strategy post-BlueHalo acquisition in 2025, focusing on reconnaissance and lethal drone capabilities, including the JUMP 20, Puma, and Switchblade drones [3][5] - The acquisition has enhanced AV's position in counter-UAS capabilities, including RF defeat and directed energy systems like the LOCUST laser [3][5] - AV is also expanding into space domain capabilities with products like the Badger ground station and long-haul laser communications [4][5] Competitive Advantages - AV claims a first-mover advantage in the drone market, having invented the reconnaissance drone for military use 30 years ago [13][14] - The company emphasizes its long-standing relationships with customers and its ability to scale production rapidly, particularly for products like the Puma and Switchblade [14] Market Dynamics - The defense tech sector is experiencing increased competition, but AV has maintained a positive revenue trajectory [7][11] - The U.S. government is shifting towards quicker procurement cycles and cost-effective solutions, which aligns with AV's existing business model of developing products at its own expense [27][30] Financial Outlook - AV is guiding for high teens year-over-year growth in fiscal 2026, driven by increased demand for unmanned systems and potential changes in procurement laws [33][35] - The company is focusing on improving cash flow, particularly in the Switchblade business, which has historically been a cash drain [58] Production Capacity and Investment - AV plans to invest approximately $150 million in growth capacity over the next two years, including a new factory in Utah to increase production of various systems [65][70] - The new facility is expected to significantly enhance production capacity, potentially reaching close to $2 billion for Switchblade systems [70] International Demand and M&A Strategy - AV has a strong presence in Europe and the Middle East, with continued demand for its products in these regions [75] - The company remains open to acquisitions that enhance its existing capabilities, focusing on vertical integration rather than entering entirely new markets [76][78] Emerging Opportunities - The Golden Dome initiative presents a significant opportunity for AV, focusing on protecting critical infrastructure with counter-UAS capabilities [46][116] - AV is also exploring opportunities in hypersonic testing and long-haul laser communications, which are expected to see increased demand [117][126] Product Development and Innovation - AV is actively developing new products, including modular versions of the Switchblade and enhancements to its software capabilities for command and control [130][131] - The company is focused on maintaining a competitive edge in software and autonomy, leveraging past acquisitions to enhance its offerings [131][134] Conclusion - AeroVironment is well-positioned in the defense tech sector with a robust product portfolio, strong competitive advantages, and a clear strategy for growth and innovation. The company is poised to capitalize on emerging market opportunities while navigating the evolving landscape of defense procurement and technology.

Core Viewpoint - The successful verification of the FP-985 "Taurus" large fixed-wing drone marks a significant breakthrough in China's logistics capabilities in high-altitude regions, addressing long-standing transportation challenges in these areas [1][5]. Group 1: Drone Performance and Capabilities - The FP-985 "Taurus" drone has a maximum takeoff weight of 5.7 tons and an effective payload capacity exceeding 2 tons, with a range of over 2000 kilometers [5]. - It is designed for operation in extreme geographical and meteorological conditions, featuring capabilities such as anti-icing, lightning protection, and high wind resistance, making it suitable for all-weather continuous flight [5]. - The drone successfully completed a flight from Linzhi to Kangding, covering 800 kilometers in approximately 3 hours and 44 minutes, significantly reducing the transportation time from 27 hours by land to under 4 hours [3][5]. Group 2: Economic and Logistical Impact - The establishment of low-altitude logistics channels in the Sichuan-Tibet region will greatly enhance the efficiency of transporting local agricultural products and ensure the supply of materials into Tibet [7]. - This development is seen as a crucial driver for economic growth in the western region and a key method for supporting major construction projects and improving emergency response capabilities [7]. - The success of the "Taurus" drone, along with the "Archer" drone's recent achievements in the Middle East, highlights China's leading technology in large unmanned transport aircraft and indicates the potential for low-altitude economic solutions to drive regional development and international cooperation [10].

（文章来源：证券日报） 证券日报网讯 1月14日，中无人机发布公告称，公司将于2026年1月30日召开2026年第一次临时股东 会。 ...

Core Viewpoint - The successful maiden flight of the domestically developed FP-985 "Jinniu" large fixed-wing drone marks a significant advancement in China's drone technology, particularly in adapting to the extreme conditions of the Tibetan Plateau, and establishes a crucial low-altitude logistics network for the region [1][3][4]. Group 1: Technical Achievements - The FP-985 "Jinniu" drone has a maximum takeoff weight of 5.7 tons and an effective payload capacity of over 2 tons, with a range exceeding 2000 kilometers [4]. - The drone is designed to operate in adverse weather conditions, featuring capabilities such as anti-icing, lightning protection, and high wind resistance, allowing for all-weather flight [4]. - Modifications to the piston engine enable the "Jinniu" to perform effectively even at altitudes of 4000 meters, similar to its performance at sea level [4]. Group 2: Logistics and Economic Impact - The new air logistics route significantly reduces transportation time between Mianyang and Linzhi from over 40 hours by traditional land routes to under 6 hours, enabling same-day delivery [3]. - The route connects the high-altitude region with the economically vibrant Sichuan Basin, facilitating the movement of local specialty products such as yak meat and medicinal herbs to broader markets [6]. - The establishment of this air route is expected to attract logistics and e-commerce companies to the region, enhancing the local economy and supporting the development of a full industrial chain in low-altitude economic activities [6].

每经头条（nbdtoutiao）——海利生物增值9倍并购的企业，估值8个月"腰斩"，其第一大客户竟是尚未 成立的公司，离奇的事还不少…… （记者 王瀚黎） 每经AI快讯，中无人机1月14日晚间发布公告称，截至本公告披露日，中航（成都）无人机系统股份有 限公司股东中航融富基金管理有限公司-北京中航一期航空工业产业投资基金（有限合伙）直接持有公 司股份约1382万股，占公司总股本的2.05%。相关股份来源于公司首次公开发行前持有的股份，已于 2025年6月30日起上市流通。本次减持，中航一期基金的执行事务合伙人中航融富基金管理有限公司为 中国航空工业集团有限公司的所属企业，中航一期基金与航空工业集团构成法定一致行动关系。航空工 业集团直接持有公司股份约1.12亿股，其一致行动人中国航空工业集团公司成都飞机设计研究所直接持 有公司股份1.1亿股、成都飞机工业（集团）有限责任公司直接持有公司股份6750万股、中航技进出口 有限责任公司直接持有公司股份约4346万股、航证科创投资有限公司直接持有公司股份约1659万股、中 航证券有限公司直接持有公司股份约8.3万股。相关一致行动人合计持有公司股份约3.64亿股，占公司总 ...

Core Viewpoint - The "Guangdong Products Going Global" spring promotional campaign is set to launch in Foshan, marking the beginning of the 2026 online promotional activities for Guangdong products, showcasing the diverse appeal of Guangdong manufacturing [2] Group 1: Geographic and Trade Advantages - Guangdong's geographic location, backed by the Nanling Mountains and facing the South China Sea, provides excellent conditions for foreign trade and industrialization, forming the foundation for the success of Guangdong products [3] - The evolution of trade structures has allowed Guangdong to continuously upgrade its products, with initial trade models attracting foreign investment and advanced manufacturing techniques, contributing to the wealth of Guangdong products [3] Group 2: Technological Advancements and Manufacturing - The current competitive edge of Guangdong products lies in intelligent manufacturing, moving from traditional appliances to smart devices like drones and robots, reflecting the region's adaptation to technological revolutions [4] - Guangdong is home to nine trillion-yuan industrial clusters, with projected revenues exceeding 19 trillion yuan by 2025, and it leads the nation in the number of industrial enterprises, producing a significant share of global consumer drones and smartphones [4] Group 3: Traditional and Emerging Industries - Traditional industries remain crucial for the legacy of Guangdong products, with ongoing transformations enhancing their viability through strategic investments in future industries [5] - Guangdong is a major hub for smartphone manufacturing, with significant advancements in technology, including breakthroughs in high-end chips and AI integration in mobile devices, further solidifying its position in the global market [6] Group 4: Future Prospects - Initiatives like "Smart Electric Guangdong Manufacturing" and "Fashion from Guangdong" are expected to further enhance the iterative upgrades of Guangdong products, indicating a promising future for the region's manufacturing sector [6]

这些"空中力量"的茁壮成长，离不开西安得天独厚的发展沃土，雄厚的航空产业积淀、浓郁的科技创新 氛围、顶尖的科研攻关实力、充足的专业人才储备，共同构成了低空经济发展的"孵化器"与"助推器"， 为西安低空经济的快速崛起提供了坚实保障。 政策赋能更添发展动力。近年来，西安市精准施策，先后出台多项行动方案，为低空经济发展保驾护 航，如《西安市现代流通战略支点城市建设方案》提出以各类低空飞行活动为牵引，积极发展相关领域 融合发展的综合性经济形态，催生培育低空经济关联设备，提升现代流通服务效能；《西安市促进未来 产业创新发展实施方案(2024—2027年)》中则提出打造未来产业应用场景，低空经济产业位列其中。 如今的西安，低空之上愈发繁忙：飞行培训、航空救援、空中搜索、森林灭火、农林喷洒、观光旅游等 各类活动有序开展，低空飞行应用场景不断丰富，低空经济热度持续攀升。 从实验室里的前沿探索，到千行百业的深度应用，从单一装备研发到全产业链协同发展，西安正深耕低 空领域，推动技术创新与产业融合双向发力，让低空经济成为带动区域经济转型升级的新增长极。 中新网西安1月14日电 (李一璠张一辰)中国自主研发的"天马-1000"无人运 ...