湾区潮涌，风起旗峰。在粤港澳大湾区建设纵深推进当下，作为改革开放的前沿阵地，东莞正以"科技 创新+先进制造"为引擎，重塑全球产业链坐标。 南方都市报东莞新闻部重磅推出政经观察栏目——《旗峰观察》，将聚焦政策动向、区域产业布局与资 本流动，解构东莞的"发展密码"，为这座"双万之城"的高质量发展书写时代注脚。 在7月3日举行的2025年（东莞）低空经济应用场景发布会上，东莞的南城、松山湖、水乡经济区+洪 梅、谢岗四大区域，分别以——"低空+物流配送""低空+文旅应用""低空+跨城运输""低空+产业制 造""低空+高空作业"五大场景集体亮相。 从物流枢纽到科创文旅，从跨域通联到制造升级，东莞低空经济"四大区域支点"雏形已经出现。 东莞这一波"先手棋"，释放出强烈信号：东莞的低空经济已不是"未来时"，而是"进行时" 。 低空经济的应用，关键在于与区域优势的深度融合。东莞提出，将加快制定出台低空经济扶持政策，积 极谋划场景、建设场景、应用场景，推动未来一年内打造不少于100个具有示范意义的应用场景。 此次场景发布，正是东莞立足各镇街优势的精准落子。 南城作为中心城区，是东莞软件信息产业聚集区，数字经济产业发展迅速。而数 ...

Core Viewpoint - The low-altitude economy is experiencing significant policy support and is entering a phase of large-scale implementation, with the China Securities Regulatory Commission including it in the new growth layer of the Sci-Tech Innovation Board to enhance the inclusiveness of the system [1][11] Industry Overview - As of the end of last year, the number of low-altitude economy enterprises reached 14,700, with an annual increase of 2,427, which is equivalent to the sum of the previous three years, indicating a continuous explosion in this sector [2][3] - The low-altitude economy primarily consists of four segments: low-altitude infrastructure, low-altitude manufacturing, low-altitude operation services, and low-altitude flight assurance, with the majority of enterprises concentrated in manufacturing and operation services [3][9] Enterprise Distribution - Major cities such as Beijing and Shenzhen lead the nation in low-altitude economy enterprises, with 788 and 782 companies respectively, accounting for nearly 30% of the national total [7][8] - The Greater Bay Area, Yangtze River Delta, Beijing-Tianjin-Hebei, and Chengdu-Chongqing regions are identified as the four major growth poles for the low-altitude economy in China [7][8] Infrastructure Development - The low-altitude economy is heavily focused on production and operation services, which together account for over 90% of the sector, while low-altitude infrastructure and flight assurance enterprises are relatively scarce [9][11] - Recent years have seen increased efforts in infrastructure development, with local governments intensifying their focus on building low-altitude service platforms and application scenarios [11][13] Future Trends - The report on the "Linkage Power" index for urban low-altitude economies will evaluate nearly 300 cities based on their ability to integrate and link various resources, aiming to identify the top 50 cities in this sector [14][15] - The ongoing development of low-altitude economy infrastructure and application scenarios is expected to create significant opportunities for cities to enhance their competitive positioning [11][13]

Summary of the Conference Call for 深城交 Industry and Company Overview - The conference call focuses on 深城交, a company actively involved in the low-altitude economy and urban logistics, with a strong emphasis on technological innovation and digital transformation [2][4][32]. Key Points and Arguments Low-altitude Economy Projects - 深城交 is advancing low-altitude economy projects, including a low-altitude meteorological warning project valued at 30 million RMB [2][4]. - The company launched the "One Network Unified Flight" platform, integrating government data through drone algorithms for urban governance [2][4]. - The company is involved in low-altitude facility planning and regulatory platform construction in multiple cities, including Shenzhen, Chengdu, and Suzhou [4][10]. Core Product Development - Three core products are under development: 1. Integrated low-altitude tower, currently in the key component assembly stage [6]. 2. Indoor inspection drones, suitable for enclosed environments, have completed prototype testing [6]. 3. Station mobility robots, currently being tested at Bao'an Airport, intended for use in airports and high-speed rail stations [6][21]. International Market Expansion - The company has formed an overseas business team and is pursuing low-altitude planning consulting projects in Saudi Arabia and the UAE, valued at approximately 7-8 million RMB each [7]. - Tracking projects in Hong Kong worth around 60-70 million RMB related to low-altitude platform construction [7]. Digital Transformation Initiatives - 深城交 is actively pursuing digital transformation, applying for the establishment of a national technology innovation center focused on transportation and energy integration [8]. - The company is leading national key R&D plans, including an integrated emergency medical supply dispatch platform [8]. Infrastructure and Investment Plans - A joint venture with 福田区 aims to promote low-altitude aviation operations in the region [5][10]. - Plans to construct hub take-off and landing facilities in 大鹏新区 and pilot medical supply transport projects in 佛山, valued at 2-3 million RMB [10]. Smart City and Transportation Development - The company is involved in the development of smart city projects, including urban intelligent power grids and virtual power plants [14][15]. - The Shenzhen government is promoting smart roads and unmanned logistics, with plans to evaluate and upgrade existing road networks [18][19]. Future Growth and Market Potential - The company anticipates significant growth opportunities in the low-altitude economy, supported by national policies and urban infrastructure development [29][32]. - The expected order volume from smart city projects is substantial, with ongoing infrastructure projects in various districts [22]. Challenges and Strategic Adjustments - The company has undergone personnel optimization to adapt to product line transformations and aims to enter industrial production for its core products [17]. - The impact of smart road construction on business growth is expected to be significant, with numerous projects underway [20]. Other Important Insights - The company is collaborating with Huawei on a digital twin platform project, expected to be completed in 2025 [28]. - The low-altitude economy is anticipated to receive policy support, including a 15th Five-Year Plan and specific guidelines for urban low-altitude operations [29][30]. - The company has a strong foundation in low-altitude planning consulting, having provided services since 2018, which positions it well for future opportunities [30]. This summary encapsulates the key developments and strategic directions of 深城交 as discussed in the conference call, highlighting its focus on innovation, market expansion, and infrastructure development in the low-altitude economy and smart city initiatives.

Group 1 - Jiangsu Province has officially released the first provincial-level guidelines for low-altitude infrastructure planning, marking a new phase in the standardization and normalization of low-altitude economic development [1][4] - The release of these guidelines has led to a significant increase in the stock prices of low-altitude economy-related companies, with the Shanghai-Shenzhen-Hong Kong low-altitude economy index rising by 1.73% [1] - The guidelines include a four-level classification system for take-off and landing sites, which aims to enhance the efficiency and effectiveness of low-altitude transportation [4] Group 2 - The central economic work conference has recognized "low-altitude economy" as a strategic emerging industry, prompting various regions to accelerate the introduction of related policies [2] - The lack of unified standards and clear departmental responsibilities at the national level has created bottlenecks in the infrastructure development of the low-altitude economy [3] - The guidelines propose a three-category airspace and four-level route classification system to improve the efficiency of airspace reporting [4] Group 3 - The infrastructure for the low-altitude economy includes both hard infrastructure (such as airports and navigation systems) and soft infrastructure (such as flight service platforms and maintenance services) [5] - Companies like Lais Information are actively developing comprehensive low-altitude solutions and have established a provincial-level low-altitude service management platform in Jiangsu [6][7] - Sujiao Technology has entered the low-altitude project space, focusing on planning and consulting services related to low-altitude transportation infrastructure [7][8]

来源：瑶海发布 对接需求请扫码 榜单： 「2025投资机构软实力排行榜」评选启动 近日，规模达20亿元的瑶海区科技创新投资基金（有限合伙）正式完成工商注册，瑶海基金丛林 再度扩容，赋能产业发展。该基金由瑶海科创集团联合瑶海国资集团、兴泰资本共同发起设立。 基金主要聚焦高端装备制造、新材料、新一代信息技术、生物医药、智能机器人和低空经济等六大 领域，重点扶持核心技术硬、市场前景广的成长型企业，推动通过资本赋能，持续稳固区域产业链 关键环节，拓展供应链配套生态，为瑶海高质量发展注入澎湃动力。 热文： 今年，上市公司热衷做并购基金 每日｜荐读 峰会： 「2025母基金年度论坛」盛大启幕：汇聚中国力量！ 热文： 一纸新规，炸出一级市场的管理费焦虑 ...

近年来，东莞作为制造业强市，积极布局低空经济这一新兴产业。2024年，东莞印发《东莞市推动低空经济高质量发展实施方案（2024—2026年）》，明确 提出将低空经济作为未来经济高质量发展新的重要增长极。如今，随着越来越多的"低空+"应用场景落地，东莞低空经济正从"起飞"迈向"腾飞"。 7月3日，"低空场景 示范引领"广东省（东莞）2025年低空经济应用场景发布会在东莞迎宾馆举行，共商东莞低空经济产业链要素集聚与融合发展。会上发 布了《东莞市2025年低空经济应用场景典型案例清单》和《东莞市2025年低空经济应用场景机会清单》，推动以"真场景"撬动"大产业"。 本次发布会在广东省发展和改革委员会、东莞市人民政府的指导下，由东莞市发展和改革局主办，东莞市南城街道办事处、东莞交控集团、东莞理工学院承 办，东莞联通执行，旨在进一步加大应用场景供给，搭建应用场景机会平台，让更多低空领域新技术、新产品在东莞应用推广。 会上，东莞市发展和改革局相关负责人表示，近年来，东莞深化与广州、深圳、珠海、吉安等兄弟城市的合作交流，充分发挥全市产业基础雄厚、应用场景 丰富的天然优势，以场景创新链接优质资源，持续推进全领域、全市域、全流 ...

投资界7月3日消息，近日，由中国航天科技集团发起设立，致力于大型无人运输系统研发设计、生产制 造及运营培训的低空经济企业「航天飞鹏」完成数亿元B轮融资，本轮融资由北创投、昆仑北工基金和 金浦青铁基金联合投资。 北创投表示："低空经济作为国家战略性新兴产业之一，随着国家和地方政府支持政策的不断出台，将 迎来发展的黄金时期。其产业链条长、辐射面广、带动性强等特征，一方面将重塑物流、观光、应急救 援等领域业态模式和竞争格局，另一方面将促进通信、人工智能、新材料等技术落地和产业发展。航天 飞鹏作为该领域的创新代表，依托航天航空系统的技术优势，率先开辟大型固定翼无人运输机商业化交 付，并在此基础上形成大型固定翼、eVTOL、多旋翼等多品种系列低空经济载体产品的覆盖。我们持 续看好航天飞鹏在低空经济领域的技术和先发优势，并期待公司在产品创新和运营管理上迎来新的突 破。" 昆仑北工基金表示："低空经济市场规模超万亿元，发展前景广阔；其创新要素集中、产业链长，适合 进行投资布局。航天时代飞鹏是低空经济赛道聚焦物流运输领域的无人机头部企业。公司源自航天九院 无人机所整建制研发团队，是行业内少有的拥有领先的飞机正向研发设计能力的 ...

深圳将推动人工智能、低空经济加力提速，成群成势；打好"五外联动"组合拳；支持培育发展长期资 本、耐心资本 张虎表示，广东将全力以赴支持深圳的改革探索。支持深圳统筹推进教育科技人才体制机制一体改革， 支持深圳深化要素市场化配置改革，推进金融、技术、数据等要素赋能实体经济发展。支持深圳培育发 展长期资本、耐心资本，深化数据交易规则以及场景探索，完善便利人员流动的配套机制。支持深圳建 设更高水平开放型经济新体制，支持深圳对标全球最佳实践，打造市场化、法治化、国际化一流营商环 境。会上发布的信息显示，近期广东省梳理了一批省级行政职权共20项，将调整由深圳实施。 深圳综合改革试点不少任务都将率先在前海、河套落地。覃伟中表示，深圳将积极抢抓《意见》出台实 施的重大机遇，更好发挥前海、河套改革开放创新平台和枢纽作用，率先在重要领域和关键环节改革上 取得新突破，打造一批首创性、标志性改革品牌，推动深圳综合改革试点取得更大成效，为全国进一步 全面深化改革、扩大高水平对外开放作出示范。 证券时报记者 江聃 覃伟中表示，深圳将围绕建设国家新一代人工智能创新发展试验区、国家低空经济产业综合示范区，全 力攻关一批关键核心技术，加快实施 ...

Core Insights - The Zhaoqing High-tech Zone has officially launched the "Aerial and Ground Data Fusion High-Efficiency Government Governance Platform," which integrates low-altitude drones, satellite remote sensing, ground IoT perception, and government data to create a comprehensive intelligent sensing network [1][2] Group 1: Platform Functionality - The platform significantly enhances operational efficiency in government inspections, transforming traditional manual inspections that took 10 days into a one-hour drone operation [2][3] - It employs a "one flight, multiple collections" model, allowing simultaneous data collection on planning, environment, and emergency situations, thus shifting from 2D to 3D inspections [2][3] - Drones equipped with thermal imaging can identify hidden fire sources through smoke, providing timely alerts to eliminate hazards [3] Group 2: Application Scenarios - The platform has launched 17 initial application scenarios, including fire safety, ecological monitoring, and urban management, with plans to expand to over 50 scenarios by the end of the year [4] - The integration of drones in traffic management allows for real-time monitoring and enforcement, demonstrating seamless coordination between aerial and ground units [3][4] Group 3: Economic and Technological Impact - The initiative is expected to drive the development of the low-altitude economy and the integration of artificial intelligence with digital economy applications in Zhaoqing [4] - A joint venture, Zhaoqing High-tech Zone Feiwang Technology Co., Ltd., has been established to bridge technological innovation and local business needs, fostering a digital talent cultivation platform [4]

Group 1 - The Yuhang District signed 102 key projects with a total investment exceeding 13.5 billion yuan and is advancing 16 key projects with a total investment of over 8 billion yuan [2] - Yuhang focuses on five major industrial ecological circles to enhance new productive forces and layout future industries, particularly in areas like AI-assisted diagnosis, children's programming education, drone R&D, smart home, and maternal and infant AI [2] - A notable project in the healthcare sector involves AI-based early detection and intervention for cognitive disorders, utilizing deep learning models for analysis and diagnosis [2] Group 2 - Beijing Zhuoyue Intelligent Technology Co., Ltd. is establishing its headquarters in East China to expand low-altitude economy-related businesses, including production bases and R&D centers [3] - Yuhang is accelerating the attraction of talent projects, with three projects led by academicians and eight provincial-level projects, including a biomanufacturing project led by foreign academician Gao Peng [3] - Yuhang is advancing major cultural projects, including the Yuhang Cultural and Art Center and the second phase of the Liangzhu Museum, with a total investment of 900 million yuan to enhance the cultural heritage of the Liangzhu site [3] Group 3 - Yuhang has signed over 200 projects this year and is advancing 36 key projects, aiming to enhance the comprehensive capabilities of Hangzhou as a new urban center [4] - The district is committed to creating a city of opportunities with new economies, new business formats, and new models [4]