Core Viewpoint - The establishment of the Guangdong-Hong Kong-Macao Greater Bay Area Application Scenario Innovation Center in Qianhai aims to enhance technological innovation and application across various sectors, promoting collaboration and development within the region [1][3]. Group 1: Innovation Center Establishment - The Guangdong-Hong Kong-Macao Greater Bay Area Application Scenario Innovation Center has been officially launched, focusing on creating a comprehensive application scenario innovation hub [1]. - The center will operate under principles of government support, market operation, distinctive layout, and diverse participation to address the challenges of technology innovation implementation [1][3]. - The center aims to accelerate the application, promotion, and iteration of new technologies, products, and processes, positioning itself as a new productivity accelerator for the region [1]. Group 2: Collaboration and Partnerships - The event saw participation from various companies in artificial intelligence and low-altitude economy sectors, indicating strong support for the innovation initiatives [2]. - Companies like SenseTime and Alibaba Cloud expressed their commitment to leveraging the center as a platform for bridging supply and demand in AI applications [2]. - The center aims to facilitate deep cooperation between companies and enhance the visibility of cutting-edge technologies and products [2]. Group 3: Future Plans and Focus Areas - The center will focus on three main areas: industry, livelihood, and government affairs, with a particular emphasis on artificial intelligence, green energy, low-altitude economy, and urban governance [3]. - Plans include establishing a comprehensive supply-demand matching system for application scenarios, with a target of identifying at least 100 application scenarios and 100 technology products annually [3]. - The center seeks to explore innovative paths for application scenarios, emphasizing demand-driven and technology-supported approaches to foster ecological collaboration [3].

Core Viewpoint - The introduction of the "Science and Technology Innovation Board Opinions" by the China Securities Regulatory Commission (CSRC) aims to enhance the inclusivity and adaptability of the capital market for low-altitude economy enterprises, providing them with new financing opportunities during their technology development phase [1][2]. Group 1: Policy Changes - The CSRC has established a "Science and Technology Growth Layer" and restarted the application of the fifth set of listing standards for unprofitable companies, introducing six more inclusive reform measures to support high-quality technology enterprises [2][4]. - The new policies are expected to attract investment in sectors like artificial intelligence, commercial aerospace, and low-altitude economy, thereby expanding the scope of the fifth set of standards [2][8]. Group 2: Industry Impact - The establishment of the Science and Technology Growth Layer is particularly significant for technology-driven companies like Volant Aviation, which, despite not being profitable, has made substantial technological breakthroughs and has a promising commercial outlook [4][5]. - The low-altitude economy is viewed as a burgeoning market with a potential worth trillions, but companies in this sector face challenges such as high initial investment and long development cycles [8][11]. Group 3: Market Reactions - Following the announcement of the new policies, numerous brokerage firms and investment institutions have actively engaged with low-altitude economy companies, indicating a surge in interest and potential investment opportunities [5][6]. - The new regulations are expected to create a favorable environment for eVTOL (electric Vertical Take-Off and Landing) companies, which are currently in the technology development and certification stages [9][11]. Group 4: Future Outlook - The long-term prospects for eVTOL companies are optimistic, as the new capital market policies are anticipated to facilitate a more effective flow of funds towards enterprises with core technologies and growth potential [11]. - The industry is at a critical juncture where policy support, capital assistance, and technological advancements can converge to position China favorably in the global advanced air mobility market [11].

仲夏时节，成都产业园区发展热潮涌动——低空经济交流服务中心的投运，为产业链企业筑起落地发展新支点；高端医械"研造一体"基地的正式签约入 驻，加速国产微创器械破局进程；分布式光伏并网发电，则迈出成都未来科技城绿色转型的关键一步。 三大项目在仲夏时节同步突破，不仅刷新了成都园区建设的"进度条"，更以低空、生物医药、绿色能源的协同跃升，为成都新质生产力发展注入强劲动 能。 助力低空"高飞" 成都未来科技城低空经济交流服务中心投运 同时，服务中心内设置有"园区企业服务驿站"，面向所有入驻成都未来科技城的企业开放。驿站将配备2位工作人员驻点，提供工商财税、报规报建、法 律金融等事项的咨询服务和代办帮办。 ▲成都未来科技城低空经济交流服务中心投运 低空经济是成都未来科技城的主导产业。去年以来，成都未来科技城先后落地沃飞长空总部基地、凌空天行全国总部及高超音速飞行器研发生产基地等一 批龙头项目。同时，一座低空经济专业化科技园区——"未来翼谷"已然呈现。建筑面积59万平方米，按照"科技信息融合、产业人群融合、生产要素融 合、功能业态融合"思路，打造国内一流的eVTOL和无人机科技创新、先进制造高地。低空经济交流服务中心的启用 ...

Group 1: Low-altitude Economy - The low-altitude economy is rapidly developing, with Hefei becoming a hub for drone applications, including medical delivery and logistics, with over 200 operational routes established [2][3] - Hefei has gathered over 300 companies in the low-altitude economy sector, covering the entire supply chain from research and development to operation [2][3] - The market size of China's low-altitude economy is projected to reach 1.5 trillion yuan by 2025, indicating significant growth potential [3] Group 2: Commercial Aerospace - The commercial aerospace sector is also gaining attention, with the market size expected to exceed 2.5 trillion yuan [3] - The establishment of the commercial aerospace industrial park in Bengbu is fostering innovation and collaboration among 17 projects, enhancing the production capabilities of rockets [3][4] - Companies like Lingkong Technology are utilizing advanced materials and 3D printing technology to improve the efficiency and cost-effectiveness of rocket components [4][5]

2025年7月6日，航投基金总裁杨光受天津大学建筑学院低空规划与应用场景研究中心邀请，作为核心导 师参加天津大学低空产业及基础设施规划建设高级研修班，向到场的来自各地方政府主管部门、产业 园、城投公司、规划设计院以及低空产业公司的管理人员讲授"低空经济产业投资机会"。 航投基金杨光总裁 航投基金是中国民用航空局根据《国务院关于促进民航业发展的若干意见》（国发（2012）24号）要 求，设立的主体多元化的股权投资基金管理机构，是民航系统落实党的十八届三中全会精神和国务院相 关要求的重要举措，符合我国民航改革发展大局，是推进民航投融资体制改革的大胆创新。聚焦于民航 及低空经济全产业链投资，持续为投资企业拓展行业机遇，赋能企业发展。公司成立以来，已管理民航 股权投资基金、民航招商基金、航投航材基金、日照低空发展基金、浙江自贸区股权投资基金、航投正 菱双东简基金（低空经济整机基金）等近20只基金，累计管理规模超50亿元人民币。航投基金杨光总裁 深耕低空经济全产业链投资领域，主导设立多支专业产业基金，聚焦低空经济、航空航天、半导体等战 略新兴领域，成功培育了多家领军企业，并涌现了多位行业领袖。 航投基金杨光总裁 关于低 ...

Core Insights - Shaoxing's Yuecheng district is leveraging low-altitude economy as a new driving force for production capacity, transitioning from traditional industries like yellow wine and textiles to advanced sectors like drone manufacturing [1][4] - The district has established itself as a pilot area for low-altitude economy in Zhejiang Province, focusing on four key areas: platform, industry, scenarios, and services [1][4] Group 1: Industry Developments - The first large-scale fixed-wing drone, "Yunlong 3," has been officially launched in Shaoxing, marking a significant advancement in domestic drone technology [1][4] - Zhongheng Co., a leading industrial drone company, has rapidly established a production base in the Yangtze River Delta, achieving project completion from negotiation to production in just three months [2][4] - DJI, a global leader in the low-altitude economy drone sector, is collaborating with Shaoxing to build a supporting industrial park, aiming to create a low-altitude economic cluster [2][3] Group 2: Economic Impact - The output value of regulated low-altitude economy enterprises in Yuecheng is projected to exceed 40 billion yuan in 2024, up from 28.5 billion yuan [4] - A total of 18 low-altitude economy projects have been introduced in the district, with a planned total investment of 26.6 billion yuan [4] - The development of low-altitude economy is seen as a critical opportunity for the future, with local officials emphasizing the need for innovative paths and models in this sector [4]

Core Viewpoint - The 31st China Lanzhou Investment and Trade Fair is being held in Lanzhou, Gansu Province, focusing on the theme of "Sharing Opportunities, Seeking Development, and Creating Prosperity" [1] Group 1: Event Overview - The fair features participation from 24 diplomatic missions and business associations, along with exhibitors from 18 provinces (regions, municipalities) and the Hong Kong Special Administrative Region [1] - Nearly 2,000 enterprises are participating, showcasing products across nearly 40 categories, including equipment manufacturing, petrochemicals, biomedicine, new materials, new energy, aerospace, modern agriculture, data information, low-altitude economy, artificial intelligence, green minerals, cultural tourism and health, specialty agricultural products, and daily consumer goods [1]

Group 1 - The core message of the news is that the city of Qingyang in Gansu province is actively promoting investment opportunities through a diverse range of projects, aiming to enhance its economic development and attract businesses [1][2]. - Qingyang has introduced a comprehensive investment menu that includes 194 key projects across five sectors: fine chemicals, digital economy, low-altitude economy, modern agriculture, and cultural tourism integration [1]. - During the 31st Lanzhou Investment and Trade Fair, Qingyang signed 62 contracts with a total value of 1,033.98 billion yuan, indicating strong interest from investors [1]. Group 2 - Qingyang is strategically positioned as a hub for major national resource allocation projects, including the West-to-East Gas Transmission and the East-to-West Data Calculation initiatives [2]. - The city is focusing on developing four trillion-yuan industrial chains: comprehensive energy, oil-coal chemical, digital economy, and equipment manufacturing, along with four hundred-billion-yuan industrial chains in modern agriculture, cultural tourism, healthcare, and green environmental protection [2]. - In 2024, Qingyang aims to achieve the highest satisfaction rate for the business environment among investment enterprises in Gansu, positioning itself as a key growth area for the province [2]. Group 3 - The digital economy is identified as a new growth area for Qingyang, with the data center cluster reaching a scale of 31,000 racks and a computing power exceeding 66,000 PetaFLOPS [2]. - The China Mobile (Gansu·Qingyang) data center, a key project from the 29th Lanzhou Fair, has a computing capacity of over 30,000 PetaFLOPS, setting a benchmark for future projects [2]. - The successful signing of projects in various sectors, including a 100,000-ton immersion cooling liquid manufacturing base and a low-altitude economy entrepreneurship park, is expected to inject strong momentum into Qingyang's development [5].

Group 1 - The core theme of the investment promotion event in Yibin is focused on the digital economy, with plans to grow the industry from 60 billion yuan to over 100 billion yuan in the coming years [1] - Yibin has successfully transformed its investment image by developing the power battery industry and is now showcasing its investment potential in major domestic city clusters [1][2] - The city has already held investment promotion activities in three major city clusters over the past two years, indicating a proactive approach to attracting investment [1] Group 2 - The investment promotion event resulted in over 120 signed projects with a total investment amount exceeding 40.3 billion yuan, primarily in sectors such as digital economy, new energy storage, and intelligent connected vehicles [2] - Yibin's recent investment activities have led to the successful conversion of 20 cooperation projects from the 2025 Shanghai investment promotion meeting, with a total proposed investment of over 18 billion yuan [2] - The city is establishing a capital investment partner alliance to enhance its industrial ecosystem and attract strategic investments in leading and emerging technology companies [3][4] Group 3 - Yibin is focusing on expanding from fund-based investment to capital investment, leveraging its existing industrial and state-owned enterprise advantages [4] - The city is emphasizing the importance of application scenarios, industrial ecosystems, and technological empowerment in its development strategy [4] - Yibin is actively engaging in discussions on cutting-edge topics such as AI-enabled energy transition and smart operations in energy storage [3]

Core Viewpoint - The development of Taihu New City is accelerating, with a focus on high-quality growth and the vision of becoming a "world-class innovative lake area" through systematic thinking and collaborative efforts among local leaders [1][2][3] Group 1: Meetings and Initiatives - Three significant meetings were held to unify thoughts and enhance consensus among party members and cadres, emphasizing the construction of a better and higher-quality Taihu New City [1][2] - The "People-Centered Development Conference" aimed to anchor the core value of "people's happiness," ensuring that enterprise operations and community well-being are prioritized [2][3] - The "Entity Economy Development Conference" focused on summarizing achievements in investment attraction and economic construction, while planning for industrial upgrades and optimizing the business environment [2][3] - The "Urban Quality Improvement Conference" called for enhancing living, industrial, cultural, and ecological quality to better serve the community and support economic development [2][3] Group 2: Economic Performance - Taihu New City contributes over one-third of Wujiang's service economy, with 10 key economic indicators showing positive growth in the first five months of the year, including eight indicators achieving double-digit growth [6] - The region is characterized by a strong industrial ecosystem, with companies like Wujiang Transformer Co., Ltd. leading in the power equipment manufacturing sector, showcasing the area's economic resilience and potential [5][6] Group 3: Development Challenges and Strategies - Despite strong growth, Taihu New City faces challenges such as resource allocation, competition in the Yangtze River Delta, and the need for balanced public service resources [6] - The city aims to avoid homogenized development by focusing on modernizing new areas, revitalizing old towns, empowering towns, and enhancing rural areas [8] - The leadership emphasizes the importance of urgency and action, encouraging a proactive approach to seize strategic opportunities for long-term development [9]