上个月，有一条公示消息很小很不起眼，却让一些人激动起来。 6月5日，河北省阜平县官方公众号，发布了《河北省阜平通用机场社会稳定风险分析调查公示》。 当地人很惊讶，也很惊喜。 这是一个深藏在太行山里的、河北西部的小县城，革命老区，常住人口不到20万，地区生产总值坐在河北全省的后排，税收收入甚至在省内倒数后10行 列。 这样一个小城，为什么要修机场？ 是不是又是一个"不顾实际"的面子工程？什么是"通用机场"？ 事实上，国家在下一盘大棋，不夸张地讲，中国正在进行一场"毛细血管革命"。 这个看似不起眼的县城小机场，背后正在构建的是一张覆盖全国的低空交通网络，这将重新定义中国经济地理。 01 10亿人的机会 其实，不只是太行山东侧的河北省。 山西运城的芮城县，同样是个小城。 2023年6月9日，一架架小型飞机缓缓降落在芮城新南张机场的跑道上，小机场正式通航。 机场不大，占地才848.78亩，民用机坪设35个停机位（含5个直升机位），跑道长1200米、宽23米，实在是很袖珍，但对于这个黄河岸边的小县城来说， 意义非凡。 从谋划到通航，芮城只用了三年，总投资3.5亿元，创造了令人惊叹的"芮城速度"。 去年4月21日，中国民 ...

Core Insights - The seventh seminar on short-distance transportation risk and safety management was successfully held in Guangzhou, focusing on the latest policies, market operations, risk management, and safety management in the short-distance transportation sector [1][5]. Group 1: Importance of Short-Distance Transportation - The Civil Aviation Administration of China emphasized the significance of general aviation short-distance transportation as an essential part of the national integrated transportation network, catering to travel needs in remote and inconvenient areas [3]. - The seminar highlighted the unique characteristics of short-distance transportation, including "small aircraft, small routes, and small distances," which are crucial for providing basic aviation services [3]. Group 2: Development Opportunities - The implementation of the "General Aviation Short-Distance Transportation Operation Service Management Measures" has created unprecedented development opportunities for the short-distance transportation market [5]. - The seminar provided clear policy guidance on the latest regulations and market operations for short-distance transportation, indicating a supportive regulatory environment for future growth [5][6]. Group 3: Risk Management and Safety - A research team from China Civil Aviation University presented a dual prevention model for assessing operational risks in general aviation short-distance transportation, offering targeted prevention and response measures [6]. - The importance of a comprehensive emergency response system and effective family assistance mechanisms was emphasized as critical for addressing emergencies in the short-distance transportation sector [7]. Group 4: Future Prospects - Despite current challenges, the short-distance transportation market holds significant potential, especially in remote and underserved areas, as policy support continues to strengthen [6]. - The successful hosting of the seminar is expected to enhance communication and collaboration among stakeholders, promoting the healthy and sustainable development of the short-distance transportation platform [7].

7月31日，深圳官宣全力打造"全球低空经济第一城"！深圳市发展和改革委员会官网发布《深圳市低空 基础设施高质量建设方案（2024—2026年）》，到2026年底全面建设全球低空经济总部研发中心、高端 智造中心、全场景示范验证中心、一站式解决方案供给中心。 6）从产业趋势角度看：低空今年的重心是低空安全+载物场景的无人机率先落地。如果后续低空相关 政策能够落地，无人机有望从无人物流板块跟随角色到独立行情主角此外低空安全板块既是低空经济产 据深圳特区报报道，去年11月，深圳市低空经济基础设施高质量建设启动会上介绍了《深圳市低空基础 设施高质量建设方案（2024-2026年）》。深圳市发改委当时在会上透露，预计2024至2026年，深圳低 空设施投资额120亿元以上，"十五五"期间，可达200亿元以上。 8月1日早盘，重仓低空经济的通用航空ETF华宝（159231）场内价格续跌1.03%，至此已连续3日回 调。技术面上日线仍处于20日线上方，上升趋势仍有望持续。 华福证券最新分析指出，整体而言，当前位置合适+下半年以来催化不断+中美新博弈方向，低空是具 备反弹要素的。板块正在酝酿多个"量变"，静待一个"质变"： 1 ...

|华宝基金 TO THE 下一个科技区门 商业航天 低空经济 军民融合 大 当机 通用航空ETF车 大 宝国证通用航空产业ETF发 記 군 A类 024766 c* 024767 8月1日起 乘风发售 热门赛道 一键布局 本基金重点覆盖低空经济、军民融合、大飞机等热门赛道。 52 87% 32 00% FF 空空部 44.54% 24.38% 16.23% 军民融合 商业航天 K行汽车 注:百分比系将通用航空指数成份股与Wind热门主题指数成份股比较后得出。数据来源: Wind. 华宇基金指数研发投资部,截至2025.6.30. 员在给您 前景广阔 空中交通 万亿蓝海 广泛覆盖产业三大环节 国证通用航空产业指数中,飞行器制造、基础设施与配 套保障、运营服务三大环节权重占比分别为64.67%、 31.60%、3.80%。 运营服务 3.80% 飞行器制造 64.67% 通用航空指数 基础设施与 三大环节 配套保障 权重占比 31.60% 数据来源:国证指数公司、华宝基金指数研发投资部,数据截至2025. 成份股聚焦飞行器整机制造 根据指数编制规则,飞行器整机制造领域的单只样本权 重不超过10%，其他领域的单只样 ...

Core Viewpoint - Shenzhen aims to establish itself as the "global low-altitude economy capital" by implementing a comprehensive low-altitude infrastructure development plan, targeting a production value exceeding 130 billion yuan by the end of 2026 [1][2]. Group 1: Infrastructure Development - The plan includes the construction of a low-altitude economic headquarters with a layout of "1+5+4," comprising one major scientific facility, five operational test zones, and four testing sites by the end of 2026 [1]. - A total of 1,200 low-altitude takeoff and landing points will be established, along with over 1,000 commercial low-altitude flight routes, covering more than 70% of the city's population for services like medical transport and logistics [2][3]. Group 2: Economic Impact - The initiative is expected to create a production value exceeding 130 billion yuan, focusing on the development of leading low-altitude research and manufacturing enterprises [1]. - The establishment of 10 low-altitude economic industrial parks and 2 specialized parks will enhance the local manufacturing capabilities and supply chain autonomy for key technologies and components [1]. Group 3: Technological Advancements - The plan includes the development of the world's first low-altitude intelligent integration system (SILAS) to ensure comprehensive coverage of communication, navigation, monitoring, and meteorological services [2]. - By the end of 2025, the plan aims to complete a multi-physical field coupling wind tunnel facility to support the certification and training of low-altitude vehicles like eVTOLs [4]. Group 4: Public Service Network - A public service network will be established with 283 takeoff and landing points for helicopters and eVTOLs, addressing various needs such as tourism, medical emergencies, and urban management [3]. - The logistics transportation network will include 205 points, facilitating air logistics across the city and connecting to the Greater Bay Area [3].

2025年我国低空经济市场规模将突破1.5万亿元 场景加速落地低空经济"飞"起来 2025年，低空经济已从概念验证转向产业深耕，形成"政策牵引+企业布局+场景爆发"的良性循环。据 中国民航局预测，2025年我国低空经济市场规模将突破1.5万亿元，到2035年有望达到3.5万亿元。低空 经济在逐渐成为推动经济增长新引擎的同时，将为居民的未来生活出行方式带来更多可能性。 政策推动发展 2025年《政府工作报告》提出，通过开展新技术、新产品、新场景的大规模应用示范行动，推动商业航 天、低空经济、深海科技等新兴产业实现安全健康发展。 据了解，低空经济是一种综合性经济形态，它以各类有人驾驶和无人驾驶航空器所开展的低空飞行活动 为牵引，辐射并带动相关领域实现融合发展。其相关产品主要有无人机、eVTOL(电动垂直起降飞行 器)、直升飞机、传统固定翼飞机等，应用场景涵盖居民消费和工业应用两大领域。 低空经济的发展离不开制度创新的持续赋能。为保障通用航空和低空经济高质量发展，中央空管委于 2025年4月印发专项措施，重点围绕健全低空管理体系、优化空域资源配置等方面，向全国空管系统部 署加强低空空管工作；上海、深圳等地积极构建" ...

一键布局 热门赛道 本基金重点覆盖低空经济、军民融合、大飞机等热门赛道。 32.00% 52.87% 低空经济 大飞机 44.54% 16.23% 24.38% 在展開合 商业航天 长行汽车 注:百分比系将通用航空指数成份股与Wind热门主题指数成份股比较后得出。数据来源: Wind、华宝基金指数研发投资部,截至2025.6.30。 万 745 8 Fri 1 15 空中交通 万亿蓝海 低空空域是城市交通的新范式,伴随政策端空域放开、 基建提速,叠加丰富的应用场景显现,推动万亿级产业 集群加速形成。 商用可期 应用在即 3月28日,中国民航局颁发的全国第一批载人类民用 无人驾驶航空器运营合格证(OC)落地,意味着中 国通用航空将从试点迈向商业化,"载人时代"序章 低空经济由起步到成熟 正式开启。 )华玉委金 11 : 千万 TE: IIII 下一个科技区口 商业航天 低空经济 室長融合 大 通用航空 ETF 华宝国证 通用航空产业ETF发起式 A 024766 c 024767 8月1日起 乘风发售 当前阶段 龍 设施 1月71 全链覆盖 聚焦整机 空中交通产业链,主要分为飞行器制造、基础设施与 配套保障、运 ...

记者了解到，湘江智航新城低空经济产业园（一期）开发项目位于湘江科学城片区，整体规划面积约8 平方公里，预计整体投资157亿元。园区以"一心五片区"为空间布局，将积极引进培育一批航空航天产 业链骨干企业，以产业链招商撬动产业资源集聚，延链补链强链，致力于打造航空航天产业自主创新示 范区、高端技术装备融合创新集聚区、通航典型示范应用创新引领区、低空产业经济融合发展高地，建 设成为新质生产力产业聚集区。 据悉，湘江通航产业基金将紧扣国家低空经济发展战略，以构建现代化产业体系为核心，聚焦投资低空 经济产业、航空航天北斗产业等领域具备成长潜力的企业，积极践行"以投带引"战略部署，吸引低空经 济产业链上下游优质企业落地湘江智航新城低空经济产业园，通过投资与产业赋能，系统推进产业链生 态圈的构建与升级，助力将湘江智航新城打造成为"全国低空经济产业示范园区"。 长沙晚报掌上长沙7月31日讯（全媒体记者 贾凯清 通讯员 彭良程）近日，记者从湘江集团湘江通航公 司了解到，湖南湘江通用航空产业投资基金合伙企业（有限合伙）（简称"湘江通航产业基金"）顺利通 过中国证券投资基金业协会备案（备案编码：SBBK03），总规模2亿元。该基金 ...

Core Viewpoint - The 2025 Hunan (International) General Aviation and Low Altitude Economy Industry Expo aims to enhance cooperation between Hunan and Guangdong in the low altitude economy sector, promoting high-quality industrial development [1][2]. Group 1: Industry Development - Hunan is the first province in China to implement comprehensive low altitude airspace management reforms, achieving significant results in policy support, infrastructure, industry cultivation, and application scenarios [1][2]. - The province is focused on building a "low altitude +" ecosystem, transitioning the low altitude economy from production and manufacturing to large-scale commercial use [1][2]. - Hunan aims to establish a four-in-one low altitude economy ecosystem encompassing research and development, manufacturing, operations, and finance, with a target of exceeding 50 billion yuan in industry scale by 2024 and reaching a trillion yuan by 2025 [2][3]. Group 2: Event Highlights - The 2025 Hunan Low Altitude Expo will take place from September 26 to 28, featuring an 80,000 square meter static exhibition area and top flight performances at Zhuzhou Lushong Airport [3]. - The expo will showcase a diverse range of sectors including high-end equipment manufacturing, intelligent research and development, logistics, tourism, and emergency rescue, attracting an estimated 100,000 visitors, including 30,000 professionals [3]. - The event has previously attracted over 1,000 companies and facilitated nearly 100 project signings, amounting to over 70 billion yuan [3].

Core Points - The Civil Aviation Administration of China (CAAC) East China Regional Administration held the first training session for general aviation flight examiners for 2025 on July 30, focusing on enhancing the competency of flight examiners and improving training quality [1][5] - Nearly 40 participants, including appointed representatives and proficient examiners, attended the training, which emphasized recent safety priorities in general aviation [1][5] Training Focus - The training included sessions on workplace mental health empowerment, safety tips for Robinson helicopter operations, and an analysis of the qualifications and capabilities of general aviation flight instructors [5] - The training aimed to enhance participants' abilities to identify and respond to stress and psychological issues, thereby strengthening the qualifications of key personnel in flight operations [5] Follow-up Requirements - The East China Regional Administration outlined clear requirements for the subsequent work of general aviation flight examiners, including standardizing examination processes, continuous learning, and reinforcing discipline [5] - The administration plans to steadily advance the training of examiners to ensure they maintain high enthusiasm, professional knowledge, and a rigorous attitude, thereby safeguarding operational safety [5]