低空经济为什么要建设标准体系 全国航空器标委会无人驾驶航空器系统分标委秘书长舒振杰：目前叫低空经济标准体系，它的范围、内 涵跟外延就大了，不光是天上航空器的问题，还有地面设施、整个运行管理的问题，都会纳到整个标准 体系来考虑。 市场监管总局会同中央空管办、国家发展改革委等十部门近日联合发布《低空经济标准体系建设指南 (2025年版)》。为什么要将这份指南称为"标准体系建设"？一起来看相关专家的解答。 其次，如同地面交通离不开公路与加油站，低空航空器的常态化运行也需要完善的地面设施支撑。 《低空经济标准体系建设指南(2025年版)》提出，将推动低空起降基础设施和通信网络标准化，让无人 机"有场可停、有信号可依"。这些地面支持设施不仅包括机库等停放设施，还涵盖了专用的低空通信网 络、精准导航服务以及专业化气象保障，全方位为低空飞行提供可靠保障。 如何在空中构建"红绿灯" 《低空经济标准体系建设指南(2025年版)》涉及标准制修订不仅仅局限在无人机领域，将重点围绕低空 航空器、低空基础设施、低空空中交通管理等五大核心领域作出部署。 市场监管总局标准技术司交通能源处处长于茜：在低空产业发展过程中，新技术、新产品、新场 ...

纵横股份 20260202 摘要 纵横股份 2025 年营收预计 6 亿元，同比增长 20%，全年净利率 1.7%，较 2024 年提升 9.2 个百分点。四季度营收 3 亿元，同比增长 10%，净利润 3,000 万元，同比增长 71%，单季净利率达 10.2%。 公司聚焦数字经济和海外市场，2025 年数字经济相关业务中标接近 4 亿元，预计 2026 年维持向好趋势。海外市场加大 CW40 和 ZW100 等 产品开拓，同时加大低空消防和水利应用等垂直业务研发。 公司战略转型为低空 AI 应用与运营服务商，深化智慧政务和行业专业化 应用布局，加强软硬件迭代，强化产业生态合作，优化供应链与成本费 用，提高运营效率与盈利质量。 收入结构变化显著，数字经济占比约 30%，出口收入超 1 亿元，剩余来 自传统应用领域。无人值守系统设备加软件的市场空间已超过百亿，加 上服务市场空间更大，预计年化增速超 30%。 云龙系列大载重无人机已有四款型号，载重范围 500 公斤至 2 吨，续航 15 至 35 小时，主要面向国内行业应用及海外市场，预计未来 8-10 年 国际需求量可能达到 300 多架。 Q&A 纵横股份 ...

Investment Rating - The report does not explicitly provide an investment rating for the technology, media, and telecommunications (TMT) industry Core Insights - The gap between the ideal and reality in AI applications will narrow by 2026, driven by the solidification of foundational capabilities rather than flashy new models [3] - The TMT sector is expected to surpass all other industries in terms of scale, value, and economic growth contribution, as other sectors leverage TMT capabilities for their own innovation and efficiency [4] - Over half of the 13 key themes in the report focus on AI, emphasizing the importance of scaling AI applications and the need for practical groundwork such as data governance and compliance management [5] Summary by Sections AI-Driven Cross-Industry Transformation - The report predicts a shift from "software disrupting the world" to "AI, particularly agentic AI, disrupting the world" by 2026 [4] - AI data center spending is currently a significant contributor to GDP growth in the U.S., with TMT sector market capitalization nearing 53% of the S&P 500 [4] Generative AI and Agentic AI - Generative AI is expected to be one of the most influential technologies, with its integration into mainstream applications leading to a user base expansion that surpasses standalone applications [7][27] - By 2026, the daily usage of generative AI in embedded applications is projected to be three times higher than that of standalone tools [27] AI Computing Demand - By 2026, inference will account for two-thirds of all AI computing capacity, with a significant portion still relying on high-cost, high-power AI chips in data centers [8][53] - The market for inference-optimized chips is expected to exceed $50 billion by 2026, indicating a growing demand for specialized computing solutions [53] Autonomous AI Agents - The market for autonomous AI agents is projected to reach $8.5 billion by 2026, with potential growth to $45 billion by 2030 if companies effectively manage coordination challenges [9] Robotics and Drones - The cumulative installation of industrial robots is expected to reach 5.5 million units by 2026, with a potential doubling of annual shipments by 2030 driven by labor shortages and advancements in AI capabilities [10] SaaS and AI Integration - The integration of agentic AI into SaaS platforms is anticipated to fundamentally change how businesses procure and utilize software, leading to more intelligent and adaptive applications by 2026 [11] Semiconductor Supply Chain - The report highlights the increasing urgency for companies to enhance supply chain resilience amid trade restrictions affecting next-generation AI chip technologies [12] Short Video Content Evolution - The micro-drama format is reshaping global viewing habits, with revenue from in-app micro-dramas expected to double to $7.8 billion by 2026 [13] Podcasting Trends - Video podcasts are expected to generate approximately $5 billion in annual advertising revenue by 2026, reflecting a nearly 20% year-over-year growth [15] Sovereign Technology Initiatives - Countries are increasingly focused on building sovereign technology and AI infrastructure, which is expected to accelerate investments in cloud computing, semiconductors, and AI models over the next decade [16] Satellite Internet Developments - The report forecasts that spending on direct-to-device satellite network infrastructure will grow to between $6 billion and $8 billion by 2026, driven by the deployment of low Earth orbit satellites [20] Mobile User Trends - By 2026, the importance of mobile operators' reward programs may rival that of network performance in developed markets, indicating a shift in consumer priorities [21]

Core Viewpoint - Wingan Technology (Hubei) Co., Ltd. has successfully launched its X600 heavy-duty drone, capable of carrying a payload of 300 kilograms, marking a significant advancement in the drone industry [1] Group 1: Product Launch and Capabilities - The X600 drone can easily lift six bags of cement weighing 300 kilograms and perform various aerial maneuvers [1] - The drone's operational system allows for multi-drone collaboration, enhancing its utility in various applications [1] - The maximum takeoff weight of the X600 is 600 kilograms, positioning it competitively against light manned helicopters for emergency rescue and special operations [1] Group 2: Industry Development and Future Plans - Yichang's Yiling District has included low-altitude economy as a key development industry, with several companies, including Wingan Technology, set to establish operations in the local science and technology park by 2025 [1] - The district plans to enhance support in policy funding, application scenario expansion, research and manufacturing, airspace management, and capability building to develop a large-scale, intelligent, and systematic low-altitude economic ecosystem [1]

2026年2月1日，由中国航天科技集团十一院研制的彩虹YH-1000S，全球首款混合动力无人运输机在重 庆梁平首飞成功。 该机型是继2025年5月彩虹YH-1000无人运输机首飞成功之后，又一款面向全球市场客户需求快速迭代 的新机型，首飞挂载了与新能源汽车头部企业联合研发的大功率混合动力总成，大幅缩短了起降距离、 提升了载重和航程，圆满完成了空中飞行性能验证。是国内首次无人机产业与汽车产业核心技术跨界融 合的重要创新探索，通过深度共享供应链资源与模块化生产，大幅降低了无人机研发制造成本。是共同 瞄准低空经济无人物流新赛道，加快推动科技创新和产业创新深度融合的典范。 彩虹YH-1000S机型是中国航天科技集团十一院面向适航标准设计研制的大型无人运输机，可在国际物 流运输投送、应急救援减灾、人工影响天气、海洋监测、海事监管等领域发挥重要承载作用。编辑：陈 婉允 ...

央视新闻客户端消息，2026年2月1日，由中国航天科技集团十一院研制的彩虹YH-1000S，全球首款混合动 力无人运输机在重庆梁平首飞成功。 该机型是继2025年5月彩虹YH-1000无人运输机首飞成功之后，又一款面向全球市场客户需求快速迭代的新 机型，首飞挂载了与新能源汽车头部企业联合研发的大功率混合动力总成，大幅缩短了起降距离、提升了 载重和航程，圆满完成了空中飞行性能验证。是国内首次无人机产业与汽车产业核心技术跨界融合的重要 创新探索，通过深度共享供应链资源与模块化生产，大幅降低了无人机研发制造成本。是共同瞄准低空经 济无人物流新赛道，加快推动科技创新和产业创新深度融合的典范。 原标题：国产新型无人机彩虹YH-1000S在重庆成功首飞 编辑：杨雁琳 责编：张松涛 彩虹YH-1000S机型是中国航天科技集团十一院面向适航标准设计研制的大型无人运输机，可在国际物流运 输投送、应急救援减灾、人工影响天气、海洋监测、海事监管等领域发挥重要承载作用。 ...

彩虹YH-1000S机型是中国航天科技集团十一院面向适航标准设计研制的大型无人运输机，可在国际物 流运输投送、应急救援减灾、人工影响天气、海洋监测、海事监管等领域发挥重要承载应用作用。 该机型是继2025年5月彩虹YH-1000无人运输机首飞成功之后，又一款面向全球市场客户需求快速迭代 的新机型，首飞挂载了与新能源汽车头部企业联合研发的大功率混合动力总成，大幅缩短了起降距离、 提升了载重和航程，圆满完成了空中飞行性能验证。这是国内首次无人机产业与汽车产业核心技术跨界 融合的重要创新探索，通过深度共享供应链资源与模块化生产，大幅降低了无人机研发制造成本。同 时，也是共同瞄准低空经济无人物流新赛道，加快推动科技创新和产业创新深度融合的典范。 2月1日，由中国航天科技（000901）集团十一院研制的彩虹YH-1000S，全球首款混合动力无人运输机 在重庆梁平首飞成功。 ...

朱克力（国研新经济研究院创始院长、湾区低空经济研究院院长） 首先，制造业基因的深度赋能，为无人机产业提供了全链条支撑。广东是全国制造强省，从泛家居、汽 车零部件到电子信息产业，形成了覆盖材料研发、精密制造、电子元器件的完整产业体系，而这恰恰与 无人机生产所需的轻量化材料、高精度电机、智能控制系统等核心环节高度契合。例如，佛山南海的无 人机企业世寰智能，能快速整合本地的电机制造、电池储能资源，研发出兼具安防与物流功能的多用途 无人机；中山福昆航空科技的电动垂直起降机型，其机身材料与珠三角的复合材料产业一脉相承。这 种"就近取材"的产业链优势，不仅降低了企业的研发与制造成本，更缩短了产品从实验室到生产线的周 期。数据显示，广东聚集了1.5万余家低空经济相关企业，形成了从核心部件到整机生产、从运营服务 到产业金融的全生态链，这种"集群效应"让广东在无人机产业竞争中占据天然优势。 场景创新的先行先试，为无人机技术迭代提供了"试验场"。低空经济的发展，离不开"应用牵引技术"的 逻辑支撑，而广东恰恰拥有最丰富的场景资源。从政务服务到民生消费，从应急救援到跨境物流，广东 通过开放多元场景，让无人机技术在实践中不断完善。在公 ...

一方面，"广货行天下"为无人机打开了更广阔的市场空间。作为活动中最具科技感的"广货"，广东无人 机凭借技术优势，从国内市场走向全球舞台。这种"走出去"的过程，在带来订单增长的同时，更让广东 无人机企业在国际竞争中积累了标准制定的话语权。例如，亿航智能的适航标准已被部分国家借鉴，为 后续产品出海扫清了障碍。同时，"广货行天下"推动的"干—支—末"物流网络建设，也与无人机的低空 物流需求高度契合，广东企业借此构建起覆盖省内、辐射全国、连接海外的低空物流体系，进一步巩固 了市场优势。 首先，制造业基因的深度赋能，为无人机产业提供了全链条支撑。广东是全国制造强省，从泛家居、汽 车零部件到电子信息产业，形成了覆盖材料研发、精密制造、电子元器件的完整产业体系，而这恰恰与 无人机生产所需的轻量化材料、高精度电机、智能控制系统等核心环节高度契合。例如，佛山南海的无 人机企业世寰智能，能快速整合本地的电机制造、电池储能资源，研发出兼具安防与物流功能的多用途 无人机；中山福昆航空科技的电动垂直起降机型，其机身材料与珠三角的复合材料产业一脉相承。这 种"就近取材"的产业链优势，不仅降低了企业的研发与制造成本，更缩短了产品从实验室到 ...

Industry Overview and Positioning - The low-altitude economy in China is based on low-altitude airspace (primarily below 1,000 meters, with some scenarios extending to 3,000 meters) and is supported by advanced aircraft, integrating infrastructure, manufacturing, flight, and services across four main scenarios: production operations, public services, transportation, and consumption activities. It has been established as a national strategic emerging industry and a new pillar industry. The scale of China's low-altitude economy is expected to reach 851.9 billion yuan in 2025, representing a year-on-year growth of 28.2%, and is projected to exceed 1 trillion yuan in 2026, with a target of 3.5 trillion yuan by 2035. Cumulative financing from 2024 to 2025 is expected to reach 455 instances, amounting to over 44.902 billion yuan, with state-owned capital participation at 40.3% [1][29][26]. Core Track Development Trends - Drones are currently the main force in the low-altitude economy, with a global market size of 220.2 billion yuan in 2025, of which China accounts for 145.2 billion yuan, with industrial-grade drones making up 68%. The consumer market is expected to grow steadily, reaching 50.22 billion yuan in 2025, focusing on aerial photography and cluster performances. The industrial-grade market is projected to become a growth driver, reaching 77.566 billion yuan in 2025, widely applied in agricultural protection, surveying, inspection, and logistics, with technology advancing towards AI empowerment and long-endurance upgrades [1][32]. Development History and Stage Characteristics - The development of China's low-altitude economy has evolved from early general aviation exploration to breakthroughs in drone applications post-2010, with its inclusion in national planning in 2021, gradually forming a complete industrial ecosystem. The global industry has undergone concept exploration and regulatory construction, currently entering the application popularization phase. By 2025, it will be in the 1.0 "turbulent adjustment" closing stage, transitioning from "pilot demonstration" to the 2.0 scale application stage by 2027, and entering the 3.0 ecological maturity stage by 2035. The 1.0 stage is characterized by improved top-level design but delayed local policies, capital focusing on mature projects, hardware technology needing breakthroughs, and intensified market competition [3][20][24]. Infrastructure and Industry Layout - Infrastructure shows a characteristic of "digital infrastructure leading, physical infrastructure following," with over 300 cities achieving 5G-A network coverage and 487 general airports established, although issues of insufficient total quantity and imbalanced layout remain. Enterprise distribution is concentrated in the Guangdong-Hong Kong-Macao Greater Bay Area, Yangtze River Delta, and Chengdu-Chongqing regions, with Guangdong, Shandong, and Jiangsu provinces leading in enterprise stock. In the first nine months of 2025, 22,428 new related enterprises were added, and patent applications continued to grow rapidly [4][46][35]. Challenges and Development Suggestions - Major challenges include lagging top-level regulations, insufficient regulatory coordination, immature business models reliant on subsidies, high core hardware R&D costs, imbalanced infrastructure layout, and international technology blockades and trade barriers. Suggested solutions include deepening airspace management reforms, establishing unified regulatory and airworthiness recognition mechanisms, encouraging new consumption formats in "low-altitude +," upgrading business models from "selling equipment" to "selling services," setting up technology research special projects, strengthening industrial chain collaboration, and incorporating low-altitude infrastructure into urban and rural planning to attract social capital investment [5][26]. Future Development Path - The development path follows a gradual approach of "first cargo, then passengers; first suburbs, then cities; first closed, then open." After entering the 2.0 stage in 2027, scenarios will expand to urban core areas, achieving parallel and large-scale popularization across multiple scenarios. By 2035, the 3.0 stage will form an ecological development pattern of multi-scenario interaction and comprehensive three-dimensional coverage, becoming an important part of social and economic activities [6][28]. Market Financing Situation - From 2024 to 2025, the low-altitude economy market is expected to show strong momentum, with a total of 455 financing events occurring, accumulating over 44.902 billion yuan. Notably, in Q3 2025, the total financing amount is estimated to reach 10.081 billion yuan, marking a year-on-year increase of 77%. The second half of 2025 saw 176 financing events in the low-altitude economy sector, accumulating 18.662 billion yuan, indicating a strong resonance between capital enthusiasm and industry development momentum [38][42].