卫星、通用航空概念股走低，华力创通跌超5%，航天电子、电科芯片、振芯科技、中科星图跌超3%。 受盘面影响，卫星、通用航空相关ETF跌超2%。 （文章来源：每日经济新闻） | 代码 | 类型 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 159206 | 主 卫星ETF | 1.199 | -0.032 | -2.60% | | 563320 | 主 通用航空ETF | 0.898 | -0.020 | -2.18% | | 561660 | 主 通用航空ETF基金 | 0.990 | -0.022 | -2.17% | | 159283 | 主 通用航空ETF南方 | 0.925 | -0.020 | -2.12% | 有机构分析称，近年来，我国商业航天在政策牵引、技术突破与市场驱动下，以全产业链协同创新，完成了历史性的跨越。商业航天司牵头 推进"卫星互联网"等重大基础设施建设，2027年前将形成大规模星座组网，上游卫星制造、中游发射订单有望增长。并且，统一监管缩短审 批周期，批量生产、批次发射成为常态，卫星单颗成本有望下降。商业航天司的成立不仅 ...

Core Insights - A new company, Changsha Low-altitude Industry Development Co., Ltd., has been established with a registered capital of 200 million yuan, focusing on general aviation services and public air transportation [1] Company Information - The shareholders of the new company include Changsha Transportation Investment Holding Group Co., Ltd., Changsha Urban Development Group Co., Ltd., Changsha Digital Group Co., Ltd., and Hunan Xiangjiang New Area Development Group Co., Ltd. [1]

11月26日至28日，第七届空中丝绸之路国际合作峰会（ASRIF）在西安举办，围绕构建西北开放新格 局、推进智慧民航和文旅融合、促进临空经济和低空经济发展等核心议题深入交流，为新时代推动"一 带一路"空中互联互通贡献智慧与方案。 在ASRIF召开期间，《每日经济新闻》记者（以下简称NBD）与空中丝绸之路国际合作峰会组委会常务 副主任兼秘书长、北京临空国际技术研究院院长马剑展开对话，围绕本届峰会亮点设计、议题逻辑与低 空经济等热点，进行深入交流。 多个方面进行IP转化 NBD：第七届空中丝绸之路国际合作峰会主要有哪些亮点？ 马剑：本次峰会是中国国际服务贸易交易会常态化论坛，以"打造空中丝路新枢纽构建西部开放新高 地"为主题，取得了多项关键成果，同时在"空中丝路"IP（知识产权）打造、产教融合、低空经济、国 际合作等领域形成重要突破。 除主论坛外，峰会设置了两场平行论坛。其一为首次举办的"讲好空中丝路故事暨品牌传播"研讨会，构 建了传播共同体，将推动"空中丝路"成为国际品牌新名片；其二为第二届全国低空产教融合发展论坛， 聚焦低空经济领域人才短缺的瓶颈，汇聚了政企校三方，共同探讨如何破解低空经济领域人才短缺的难 题 ...

（编辑 丛可心） 证券日报网讯 12月1日，万丰奥威在互动平台回答投资者提问时表示，公司产业聚焦以"铝合金-镁合 金"为主线的汽车金属部件轻量化业务以及集自主研发、设计、制造、销售服务等于一体的专业通用飞 机制造业务，并加大固定翼纯电动飞机、eVTOL、无人机等新型飞行器的研发，开拓全球低空市场。 ...

Core Viewpoint - The article discusses the implementation plan for cooperative development between Anhui and Henan provinces, focusing on enhancing collaborative investment mechanisms and promoting industrial transfer from eastern regions through market-oriented approaches [1]. Group 1: Industrial Development - The plan aims to create specialized industrial clusters, particularly in the new energy vehicle sector and advanced materials, including new energy industries such as wind, solar, and hydrogen energy [5]. - It emphasizes the development of a green food industry cluster through collaboration in agricultural product processing, focusing on high-quality grains, fruits, and vegetables [5]. Group 2: Infrastructure Connectivity - The initiative includes the construction of key highways and railways to improve transportation networks between the two provinces, such as the Nanjing to Xinyang highway and high-speed rail projects [5]. - It also plans to enhance waterway transport by upgrading existing channels and establishing cross-province navigation mechanisms [5]. Group 3: Urban-Rural Integration - The plan promotes urbanization efforts in potential areas, encouraging the development of small and medium-sized cities and enhancing rural public services [5]. - It aims to strengthen agricultural supply chains and support the production of specialty agricultural products, including traditional Chinese medicinal herbs [5]. Group 4: Ecological and Environmental Protection - The article outlines strategies for ecological restoration in the Huai River basin, focusing on joint pollution control and the establishment of ecological corridors [6]. - It also addresses air quality improvement through collaborative management of emissions from industries and vehicles [6]. Group 5: Regional Cooperation Mechanisms - The plan proposes the establishment of a free flow mechanism for resources and data sharing to facilitate market integration and enhance investment opportunities [7]. - It encourages the creation of cross-border e-commerce zones and the development of international trade bases for agricultural products [7].

截至12月1日13:51，同类规模最大的通用航空ETF（159378）涨超1%，冲击3连涨。成分股利君股份 (002651)涨停，航天宏图(688066)，华力创通(300045)，广联航空(300900)等个股跟涨。 | | | 1.197 +0.012 +1.01% | 通用航空ETF 159378 | ਐ | | --- | --- | --- | --- | --- | | | SZSE CNY 13:51:03 交易中 | | | 十〇 ~ 時 | | | | 净值走势永赢国证通用航空产 今年 | 0.00% 120日 | 9.02% | | 序号 | 代码 | 名称 | 现价 | 涨跌幅 ▼ | | T | 002651 | 利君股份 | 11.86 | 10.02% | | 2 | 688066 | 航天宏图 | 29.11 | 6.32% | | 3 | 300045 | 华力创通 | 23.50 | 4.77% | | ব | 300900 | 广联航空 | 18.98 | 3.04% | | 5 | 600879 | 航天电子 | 11.28 | 2.83% | | 6 | 688568 ...

Core Insights - The 2025 Asia General Aviation Exhibition concluded in Zhuhai, showcasing the rapid development of the low-altitude economy with over 387 companies participating and a transaction volume exceeding 7 billion yuan, including 837 aircraft sold [1][6][9] Industry Highlights - The low-altitude economy emerged as the focal point of the exhibition, with over 120 related companies and more than 30 eVTOL (electric vertical takeoff and landing) aircraft displayed, outlining a clear vision for urban air mobility [4][6] - Notable products included high-grade commercial eVTOL models from Volant Aerospace, second-generation manned aircraft from Qifei Aviation, and the AE200 from Wofei Changkong, which completed successful transition flight tests, indicating a mature technology landscape [6][9] - The exhibition featured a comprehensive range of supporting services, including intelligent airspace management systems and communication solutions, promoting collaboration among upstream and downstream enterprises in urban commuting and emergency rescue applications [6][9] International Participation - The exhibition saw a significant increase in international participation, with 75 international exhibitors from 22 countries, including major companies like Bell Helicopter and Pilatus showcasing flagship products [7][9] - The Canadian and South Korean delegations presented a full chain of solutions from power to manufacturing, while German and American companies introduced innovative aircraft, enhancing the exhibition's global resource integration capabilities [9] Commercial Achievements - Major commercial agreements were signed, including a purchase agreement exceeding 2.25 billion yuan by Lanyi Aviation and a partnership between Southern Airlines General Aviation and Airbus Helicopters to establish a global maintenance center in Zhuhai [9] Public Engagement - The exhibition featured various engaging activities, including flight performances and interactive experiences, attracting significant media coverage and public interest, with nearly 75 million views on new media platforms [12][15]

近年来，览翌航空专注eVTOL技术研发、设计、制造、MRO业务，并在2025年8月接受了合肥产投注 资。其客运版eVTOL型号LE200，设计用于文旅观光、医疗救援、通航接驳、应急救灾等场景，最大载 客5人，巡航飞行速度200公里/小时，基本型航程200公里。该产品适航型号合格证申请已于2025年4月 获得受理。 览翌航空表示，为尽早实现量产交付和商业化运营, 下一步，其将加大研发投入、提高研发效率，积极 推进适航认证流程。据悉，此次与览翌航空签约的上海闳鉴通用航空有限公司主要业务涵盖通用航空服 务、民用航空器维修等，其表示，此次同eVTOL企业签约购机与合作，是一次新尝试，也是传统通航 企业着眼适应市场变化的探索。（编辑：许浩存 校对：陈虹莹 审核：程凌） 《中国民航报》、中国民航网 记者钱擘 报道：11月28日，在于珠海举行的2025亚洲通用航空展上，合 肥览翌航空科技有限公司与四川安飞通用航空有限公司、上海闳鉴通用航空有限公司、广电计量检测集 团股份有限公司三家生态伙伴，分别签署了eVTOL（电动垂直起降）飞机购机及战略合作协议。 根据购机协议，闳鉴通航计划向览翌航空采购50架LE200型eVTOL和3 ...

Core Insights - The establishment of a dedicated Commercial Space Administration by the National Space Administration marks a significant step for China's commercial space industry, indicating a move towards specialized regulatory oversight and high-quality development in the sector [1] - China's commercial space industry has seen substantial growth, with over 600 companies currently operating, driven by policy support, technological advancements, and market demand [1] Industry Performance - As of December 1, 2025, the Zhongzheng General Aviation Theme Index (931855) has risen by 2.11%, with notable increases in constituent stocks such as Leike Defense (10.05%), Guangqi Technology (10.01%), and Huali Chuangtong (5.66%) [1] - The General Aviation ETF (561660) has also seen a 2.11% increase, reflecting a strong performance in the general aviation sector [1] Index Composition - The top ten weighted stocks in the Zhongzheng General Aviation Theme Index account for 40.68% of the index, including companies like Aerospace Electronics (3.37%), Haige Communication (2.33%), and China Satellite Communications (2.99%) [2][3] - The index comprises 50 listed companies involved in various aspects of general aviation, including manufacturing, infrastructure, and operations, providing a comprehensive view of the sector's performance [1]

Core Points - The Hainan Free Trade Port is entering a new phase as it prepares for full island closure and operation, with significant achievements noted during the recent provincial conference [1][2] - The conference highlighted the importance of high-quality development and the need for effective implementation of policies to transform opportunities into tangible results [3][5] Group 1: Policy and Strategic Goals - The provincial committee has approved decisions aimed at high-standard construction of the Hainan Free Trade Port, emphasizing the need for a robust policy system and modern industrial framework [2][3] - The focus is on expanding institutional openness and creating a unique industrial system that leverages Hainan's advantages [2][3] Group 2: Implementation and Responsibilities - Local officials and departments are urged to align their actions with the strategic goals set forth, ensuring that policies translate into practical outcomes [3][4] - The customs authority is committed to enhancing efficiency and service levels in customs operations, which are crucial for the success of the Free Trade Port [4] Group 3: Industry Development and Talent - Companies are encouraged to leverage Hainan's position to drive industry clustering and scale development, particularly in the low-altitude aviation sector [4] - Educational institutions, such as Hainan University, are tasked with optimizing their programs to support the development of talent and innovation necessary for the Free Trade Port [3][4]