Group 1 - The Shandong provincial government is promoting the "Sky City" initiative to establish a new benchmark for the low-altitude industry, focusing on the application of drones in meteorology [1] - The provincial meteorological bureau highlighted four key areas where drones can significantly enhance meteorological applications, including weather observation, ecological meteorology, artificial weather modification, and emergency meteorological services [2][3] Group 2 - In the field of weather observation, drones can overcome traditional equipment limitations, allowing for vertical and three-dimensional observation of phenomena like fog [2] - Drones equipped with spectral imaging and lidar can conduct collaborative observations of ecosystems, improving the accuracy of satellite remote sensing products [2] - The establishment of a joint laboratory for drone technology in artificial weather modification aims to foster collaboration between government, enterprises, and research institutions [3] - The Shandong low-altitude flight meteorological service platform has been developed to support various low-altitude flight scenarios, including the civil drone test flight base in Binzhou [3] - Future plans include enhancing cooperation between meteorological departments and enterprises to develop more advanced low-altitude equipment for meteorological applications [4]

Core Insights - The "Specialized, Refined, Characteristic, and Innovative" enterprises in Beijing are experiencing accelerated growth, with the specialized board attracting 668 companies as of June 30, 2023, and 157 new companies joining in the first half of the year [1][4]. Group 1: Specialized Board Development - The specialized board has become a hub for high-tech industries, with nearly 90% of companies in fields such as new generation information technology, artificial intelligence, and biomedicine [4]. - The number of "Specialized, Refined, Characteristic, and Innovative" small giant enterprises has surpassed 100, indicating an increase in the board's value [4]. Group 2: Company Growth and Performance - Yunsheng Intelligent, a key player in the drone inspection sector, reported explosive growth, with first-quarter revenue exceeding the total revenue of the previous year [3]. - Jin Smith Technology, which specializes in indoor fitness equipment, achieved a revenue of 750 million yuan last year, with 80% of sales coming from overseas markets [9]. Group 3: Financing and Support Mechanisms - The specialized board has facilitated over 15 billion yuan in cumulative financing for its listed companies, with over 3 billion yuan raised in equity financing in the first half of 2023 [11][12]. - Companies listed on the specialized board can receive up to 300,000 yuan in one-time rewards for private equity financing, a pioneering initiative in Beijing [12].

据美国福克斯新闻网报道，当地时间10日，美国国防部长赫格塞斯发布了一项全面的新命令，要求加快 无人机的生产和部署，允许指挥官独立采购和测试无人机，并要求各军种进行无人机战斗模拟。(环球 时报) ...

必读要闻一：不止是硅片硅料！光伏组件含税含运均价也迎来上调 据SMM数据显示，7月9日，光伏组件含税含运均价上调，上调幅度0.3%-1.5%不等。此外，据市场消息显示，多家硅片企业上调了硅片报价，不同尺寸的硅 片价格涨幅在8%—11.7%。业内人士反馈，本次硅片报价上调的主要原因是上游硅料涨价引发的传导效应；但是，由于国内光伏市场终端需求增速放缓，下 游电池环节能否接受本次硅片提价还有待观察。 组件涨价的决心背后，是资本对供给侧改革落地预期的持续升温。数据显示，硅料现货价格已经连续两周上涨。上游环节成本上涨通过产业链直接传导至下 游，直接抬升组件生产成本。申港证券刘宁认为，从目前的情况来看，光伏行业破除"内卷式"竞争，是当前政策与企业自救的重要议题，有望推动从"价格 血拼"向"优质优价"转型。国联民生证券张磊预计光伏供需关系或将于2026年出现实质性改善，2027-2028年陆续恢复至合理供需比。 必读要闻二：华为智能辅助驾驶总里程超30亿公里 必读要闻三：开启万物智联新时代，产业有望迎来机遇期 据媒体报道，如今，5g进入"价值挖掘"的深水区，伴随着人工智能迅速崛起，低空经济、卫星互联网等领域兴起，国家之间围 ...

Group 1 - The Chinese government has placed eight Taiwanese entities on an export control list due to their alleged cooperation with "Taiwan independence" forces, prohibiting the export of dual-use items to these companies [1][2] - The listed companies include major players in Taiwan's defense technology, aerospace, drone production, shipbuilding, and ballistic protection equipment sectors, indicating a significant impact on these industries [2] - Taiwan imports approximately NT$600 billion (around US$20 billion) worth of rare earth materials annually, some of which come from mainland China and may be used for military purposes, highlighting the strategic importance of these materials in the current geopolitical context [2] Group 2 - The Chinese government views this export control as a necessary measure to safeguard national sovereignty and territorial integrity, as well as a warning against provocations from "Taiwan independence" forces [3] - The action is seen as a response to Taiwan's previous technology restrictions on mainland China, particularly in areas like semiconductor design and AI software, indicating a tit-for-tat dynamic in cross-strait relations [2]

Group 1: Smart Manufacturing and Automation - Nanjing is focusing on the development of smart manufacturing, robotics, software and information technology services, and smart grid industries, with strategic emerging industries expected to account for approximately 42% of the total industrial output value by 2024 [1] - Employees in smart manufacturing are encouraged to innovate and participate in defining future work methods, as seen in the case of Zhang Menglu, whose annual salary is 200,000 yuan, significantly higher than the industry average [2] - The government supports new vocational training with subsidies, which can reach up to 8,000 yuan for certain positions, aiding in talent development for smart manufacturing [2] Group 2: Low-altitude Economy and Talent Demand - The low-altitude economy is rapidly expanding in Nanjing, with the number of industry chain enterprises increasing from 180 to 344 and take-off and landing points growing from 47 to 266 [3] - There is a strong demand for composite talents in the drone sector, as evidenced by Zhou Zhewens' role as a project leader shortly after graduation, highlighting the need for individuals who understand both technical and management aspects [3] Group 3: AI Talent Explosion - The demand for AI talent is surging due to the widespread application of AI technologies across various sectors, although there is a lag in the supply of qualified graduates from universities [4] - Companies like Runhe Software are actively seeking to fill over 300 positions for AI trainers this year, indicating a significant growth in the need for skilled professionals in this field [5] - High-level AI positions are challenging to fill, with salaries typically exceeding 200,000 yuan, as these roles require a blend of foundational knowledge, programming skills, and the ability to integrate cross-domain knowledge [5]

早 报 精 选 尊重、和平共处、合作共赢的原则，发挥好中美经贸磋商机制作用，继续加强对话沟 通，以实际行动维护和落实好两国元首通话重要共识，共同推动中美经贸关系稳定、 健康、可持续发展，为世界经济发展注入更多确定性和稳定性。 1、 美商务部长称可能于8月初与中方谈判代表会面，商务部回应。 2、商务部：已部署开展打击战略矿产走私出口专项行动。 3、2025年退休人员养老金调整：上调2%。 3、昨日的商务部例行新闻发布会上，新闻发言人就中国政府是否已采取相关措施打击 关键矿产转运和走私行为作出了回应。何咏前表示，今年5月，中国国家出口管制工作 协调机制办公室，已部署开展打击战略矿产走私出口专项行动，相关信息可在商务部 网站查询。 5、当地时间7月9日，特朗普宣布对铜征50%关税。中国外交部发言人毛宁对此表 示：中方一贯反对泛化国家安全概念，我们也始终认为关税战、贸易战没有赢家，滥 施关税不符合任何一方的利益。 4、智元机器人回应拟港股IPO：不属实。 5、北方稀土：第三季度稀土精矿交易价格调整为不含税19109元/吨，环比上涨 1.5%。 宏 观 新 闻 1、 《中华人民共和国政府和马来西亚政府关于互免持公务普通 ...

该国际标准规定了垂直起降固定翼无人机开展架空输电线路通道巡检的巡检内容、安全要求、作业要 求、数据要求、设备维保、异常处置及数据整理与移交等。此举旨在解决当前垂直起降固定翼无人机在 电力巡检领域无标准可依的问题，通过统一技术要求、制定安全要求和应急预案、规范作业流程等，提 高巡检数据的准确性和完整性、降低设备和人员的潜在风险、确保作业的规范化和标准化。 商报讯(通讯员凌丽记者汪晓筠)最近，IEEE(电子电气工程师协会)P1936.16《架空输电线路垂直起降固 定翼无人机巡检作业标准》国际标准编写的启动仪式在余杭举行。这标志着余杭低空经济迈入发展的又 一新阶段，不仅为推动低空经济领域标准化体系的完善发挥了关键示范引领作用，更助力中国方案的积 极输出。 杭州迅蚁网络科技有限公司联合省质科院申报的"无人机城市物流配送的产品技术标准及管理规范研 究"成功纳入浙江省2025年度百个质量攻坚项目清单。截至目前，迅蚁科技已牵头发布3项"低空+物 流"领域的行业标准，且有多项国际标准、国家标准、团体标准正在研制中。 今年以来，为了进一步推进余杭低空经济产业的标准化工作，余杭区市场监管局邀请省质科院、省计量 标准化学会专家等实 ...

Group 1: Key Achievements in "Two Zones" Construction - The "Two Zones" initiative has led to the inclusion of 945 projects in Xicheng District, with a total investment of 768.23 billion [1] - Financial projects account for 22.01% of the total number of projects, with a total investment of 620.96 billion, representing 80.83% of the total investment [1] - The Lize Financial Business District has seen an increase in enterprises from 572 to over 1,300, with nearly 70% being finance and technology companies [1] Group 2: Policy Innovations and Support Mechanisms - Xicheng District has introduced several innovative service mechanisms and local policies to support financial industry expansion, including the "Golden Ten" policies [1] - The district has established a policy "golden triangle" to facilitate financial reform and opening-up tasks [1] Group 3: Focus on Digital Economy and Emerging Technologies - Shijingshan District is fostering a digital economy through joint measures to create a "policy test field" for future digital space innovation [2] - The district aims to develop an international exhibition town focused on sci-fi, metaverse, and artificial intelligence [2] Group 4: Development of Green Energy Industry - Fangshan District is building a green energy industry system centered on new energy storage and hydrogen energy [3] - The district is focusing on developing a complete hydrogen energy industry chain, including manufacturing, storage, transportation, and technology research [3]

｜2025年7月11日星期五｜ NO.1 深圳上半年新增50多条无人机物流航线 据深圳新闻网7月10日消息，今年上半年，深圳市新增无人机物流航线50多条。目前，深圳市低空经济产业规上企业增加值达213.8亿 元，全市低空经济链上企业合计超过1900家。 点评：整体来看，深圳在低空经济领域已走在全国前列，产业生态不断完善、应用场景持续丰富。 NO.2 澳门前5月餐饮业电子支付交易额同比增长3.2% 7月10日，澳门特别行政区统计暨普查局资料显示，2025年前5个月，澳门餐饮业电子支付交易额同比增长3.2%至56.9亿澳门元。零售业 前5个月的交易额同比下跌13.6%至208.1亿澳门元，5月交易额的同比跌幅已进一步收窄。 点评：餐饮业电子支付额稳步增长，不仅是支付方式迭代的体现，更彰显了行业活力持续恢复。 NO.3香港财政司司长陈茂波在韩国参访创科企业 7月10日，香港特区政府财政司司长陈茂波在韩国首尔到访创科企业时表示，香港正大力发展人工智能领域，积极完善相关的基建，香港 科技园和数码港等创科机构正建构更蓬勃的创科生态圈。香港作为国际金融中心，拥有全链条的筹融资选项，保障数据和知识产权的法 律体系完善。 点评 ...