黄伟纶称，香港低空经济未来发展会涉及跨境物流，并会有大型载人的无人机，届时安全要求亦会增 加;他表示，政府协助发展低空经济最不能妥协的是安全问题，而当中未获批的项目原因亦是安全未达 标。 香港生产力促进局今日启用"低空经济科技馆"，生产力局首席数码总监黎少斌表示，展期暂定为6个 月，首批参展企业包括深圳美团低空物流科技、广州汽车集团、云圣智科技、Wisson万勋科技。在已知 的参展商中，在38个低空经济沙盒项目有10个会参展。 智通财经APP获悉，9月30日，香港财政司副司长黄伟纶出席"低空经济科技馆"开幕礼时透露，目前当 中已有17个沙盒项目进行测试，并预告至10月底，沙盒项目测试会增加11个至28个。 据悉，本月早些时候，香港运输及物流局局长陈美宝出席电台节目时表示，低空经济方面，当局批出38 个沙盒项目，今年内全部可启动，亦希望结合科研学术机构做研究，发展全方位多层次管控系统。 ...

Group 1 - The event "Dialogue on New Outbound Future Unicorns" was held in the Guangxi ASEAN Cross-border E-commerce Headquarters Base, focusing on AI, cross-border e-commerce, and new outbound strategies [1][3] - The Five Xiang New Area is seizing multiple opportunities to cultivate new productive forces and develop key industrial clusters, enhancing cooperation with ASEAN [3][4] - The investment promotion bureau of the Five Xiang New Area introduced its business environment and development policies in AI, cross-border e-commerce, and low-altitude economy [3] Group 2 - Representatives from companies in intelligent manufacturing, satellite internet, AI, and smart healthcare shared their outbound experiences and strategic insights [4] - The event facilitated deep interactions among participants regarding capital cooperation, industrial connections, and policy implementation, strengthening trust and cooperation between government and enterprises [4] - The Five Xiang New Area is becoming a strategic highland for new outbound enterprises, leveraging its geographical advantages and policy benefits [4]

在朱胜利看来，低空经济产业链会成为下一个十万亿级产业。各地纷纷成立低空经济运营公司，有计划 地将产业链企业聚集在一起，形成了强大的聚集效应。 新京报贝壳财经讯(记者林子)资本与企业正以前所未有的热情涌入低空经济这片新蓝海，这条赛道清晰 的盈利点究竟在何方？在9月28日在中关村车机人论坛上，云圣智能联合创始人朱胜利对新京报贝壳财 经记者表示，未来5年到10年将是基础设施建设与市场出清的关键阶段，工业巡检、城市治理两大领域 是低空经济赚取"第一桶金"的关键。 行业健康发展的下一个关键，是真正需要从中央到地方出台一系列的政策、法律和规范，从顶层设计到 测试认证进行全面赋能，让产业链能够循序渐进地发展。这包括国家标准、行业标准乃至强制性标准的 制定，亟待在今年、明年逐步落地。 低空经济的"第一桶金"来自哪里？朱胜利表示，在初期，工业巡检和城市治理将是赚取"第一桶金"的两 个核心市场。工业巡检本身就是刚需，让无人机替人去危险的环境中进行巡检会更安全，这个市场在低 空经济概念提出前就已存在。而城市治理在政府推动执政能力现代化的背景下，也产生了巨大的需求。 让无人机去发现火情、查看交通情况、巡查水域安全情况等，节省人力成本 ...

开源证券认为，低空经济已经迎来从宏观(国家层面产业规划)到中观(各地地方补贴)再到微观(基建主机 招标、应用场景打造)的纵向落地，建议关注低空经济后续板块行情。 深圳市交通运输局印发《深圳市支持低空经济高质量发展的若干措施》实施细则，自2025年10月9日起 施行，有效期至2026年12月31日。 国泰海通证券认为，近年来，低空经济相关政策逐步细化，行业日渐走向成熟。随着行业规模不断扩 大，布局相关产业链的企业投资价值凸显。1)低空经济本质是空域资源的高效开发与立体化产业协同， 当前行业配套政策正日趋完善。2)消费级市场初露锋芒，工业级低空场景方兴未艾。消费级市场方面， 智研咨询数据显示，2024年中国消费级无人机市场规模达488.99亿元，同比增长20%。工业级市场方 面，中商产业研究院数据显示，2023年中国工业无人机及其相关服务产业市场规模达1134亿元，相较于 消费级低空市场展现出更高发展潜力。3)无人机产业化进度较快，政策标准仍有完善空间。无人机是低 空经济领域增长最为显著的赛道之一。 ...

Investment Rating - The report maintains a "Recommended" investment rating for the industry [6] Core Insights - The low-altitude economy is transitioning from regulatory frameworks to practical implementation, enhancing safety and regional integration [3] - The engineering machinery sector is expected to maintain steady growth, supported by strong competitive advantages of domestic leading enterprises [3] - In August 2025, China's engineering machinery import and export trade amounted to $5.325 billion, a year-on-year increase of 14.4%, with exports growing by 15.4% [3] Weekly Market Review - From September 22 to September 26, 2025, the Shanghai Composite Index rose by 0.21%, while the ShenZhen Component Index and the ChiNext Index increased by 1.06% and 1.96%, respectively. The Shenwan Machinery Equipment Index fell by 0.81%, underperforming the CSI 300 Index by 1.88 percentage points, ranking 16th among 31 Shenwan primary industries [11] - Among sub-industries, the performance varied with general equipment down by 1.54%, specialized equipment up by 0.12%, and engineering machinery down by 1.30% [11] Key Sector Tracking - The low-altitude economy is bolstered by new regulations and successful cross-border helicopter operations, promoting economic integration in the Guangdong-Hong Kong-Macao Greater Bay Area [3] - The machinery equipment sector shows robust export performance, with leading domestic companies maintaining strong competitive advantages [3] Investment Recommendations - For the low-altitude economy, recommended companies include Deep City Transportation, Sujiao Science and Technology, and WanFeng Aowei [4] - In the machinery equipment sector, recommended companies include Sany Heavy Industry, XCMG, and Anhui Heli [4]

Group 1 - The core event, the 13th China (Mianyang) Science and Technology City International Science and Technology Expo, showcased advanced technologies and innovations, including AI applications and robotics, highlighting the transformation of past dreams into reality [1][2] - The expo facilitated the signing of 28 industrial projects with a total investment exceeding 400 million yuan, and at the investment promotion conference, 55 projects were signed with a total investment of 27.535 billion yuan [1][6] - The event served as a multi-disciplinary communication platform, promoting collaboration and innovation within the Chengdu-Chongqing economic circle, and showcasing Mianyang's technological advancements over the past 25 years [2][4] Group 2 - The expo featured a significant focus on the laser technology sector, particularly strong laser applications, which have gained increased attention and expanded innovative use cases [3][4] - Emerging technologies such as non-invasive brain-machine interfaces were highlighted as having broad industrial prospects, with experts noting their potential applications in areas like sleep disorders [3] - The event included over 30 thematic activities aimed at fostering connections between government, industry, academia, and finance, enhancing the integration of technological and industrial innovation [4][5]

低空经济是继互联网、移动互联网之后又一重构时空认知的"万亿级"新赛道。工信部最新报告显示， 2024年我国低空经济规模已突破6700亿元，预计2030年将跃升至2万亿元。无人机作为核心牵引，正加 速渗透测绘、巡检、物流、文旅、应急等全场景，催生"低空+"百业百态。 成都东部新区拥有通达全球的国际航空枢纽，高效便利的对外开放平台，同时获批为全国首批eVTOL 试点城市核心区，空域审批效率全国领先。中飞院低空人才培训中心的正式投运，标志着成都东部新区 向打造全国低空经济高质量发展示范区迈出了坚实一步。 中飞院航空电子电气学院（无人机学院）主要负责人表示，中心将依托中飞院教育、科研资源，以世博 园、三岔湖及周边配套为载体，在成都东部新区打造集低空经济人才培养、全空间无人系统应用、低空 文旅消费与航空产业展示于一体的低空人才综合培训示范基地和中国民航科普教育示范基地。 9月29日，中国民用航空飞行学院低空人才培训中心（以下简称"中飞院低空人才培训中心"）在成都东 部新区正式投运。项目将通过做强低空应用场景测试、无人系统验证、研学教育、技能培训，建设国际 化标准化培训与考核体系，培养高素质低空经济专业人才，助力成都打造 ...

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。 ...

Core Viewpoint - The establishment of the "Xining Low-altitude Intelligent Aviation Application Platform" aims to promote the development of the low-altitude economy in Xining, focusing on various application scenarios such as logistics, tourism, and emergency rescue [1][2]. Group 1: Platform Development - The platform emphasizes the construction of a standardized system covering the entire chain of drone application, including site selection, installation, flight control, AI algorithms, and industry application scenarios [2]. - A solid data foundation has been established, integrating traditional imagery, terrain maps, and high-precision 3D modeling of Xining, covering an area of 7,606 square kilometers and detailing 270,000 buildings and approximately 1,700 roads [2]. Group 2: Industry Applications - The platform currently serves 15 major industries and covers around 300 low-altitude scenarios, aiming for cross-departmental collaboration in government flight management and resource sharing among drones [3]. - A cooperation agreement was signed between Zhongke Xingtai and China Tower Corporation's Qinghai branch to explore new paths for low-altitude economic development in Qinghai Province [3]. Group 3: Market Engagement - Zhongke Xingtai has engaged in low-altitude economic construction in over 20 cities offline and more than 50 cities online, covering key regions such as Beijing-Tianjin-Hebei, Yangtze River Delta, and Pearl River Delta [3].

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]