从基金十大重仓股角度 数据显示，长城基金旗下1只基金重仓中无人机。长城景气成长混合A（018939）三季度增持58万股， 持有股数100万股，占基金净值比例为4.38%，位居第八大重仓股。根据测算，今日浮盈赚取约258万 元。 1月9日，中无人机涨5.09%，截至发稿，报53.23元/股，成交1.38亿元，换手率0.39%，总市值359.30亿 元。 资料显示，中航(成都)无人机系统股份有限公司位于四川省成都市高新西区合作路1199号，成立日期 2007年8月1日，上市日期2022年6月29日，公司主营业务涉及无人机系统的设计研发、生产制造、销售 和服务。主营业务收入构成为：无人机系统产品及服务100.00%。 长城景气成长混合A（018939）成立日期2023年9月12日，最新规模5503.29万。今年以来收益10.68%， 同类排名191/8827；近一年收益65.71%，同类排名927/8084；成立以来收益62.35%。 长城景气成长混合A（018939）基金经理为尤国梁。 截至发稿，尤国梁累计任职时间6年80天，现任基金资产总规模42.62亿元，任职期间最佳基金回报 231.75%， 任职期间最差基 ...

Core Viewpoint - The dominance of DJI in the drone market is being challenged by the launch of the Antigravity A1 by YingShi Innovation, which achieved sales of approximately 30 million yuan within 48 hours of its release, although it still ranks low in sales compared to DJI products [1][3]. Group 1: Market Competition - YingShi Innovation has officially entered the drone market with the Antigravity A1, which is expected to stimulate competition with DJI [3]. - The estimated actual sales of the Antigravity A1 are around 3,000 to 4,000 units, based on a unit price of 7,000 to 8,000 yuan [3]. - DJI's market share in the panoramic camera segment has increased to approximately 43%, while YingShi's share has dropped to 49% from 81.7% [3]. Group 2: Strategic Positioning - YingShi's founder, Liu Jingkang, anticipates that entering the drone market will provoke a response from DJI, which has already been observed with DJI's price reductions [4]. - The company has been proactive in technology validation and user education to prepare for competition, including the release of a panoramic camera compatible with DJI's Mavic Air 2 [3]. - Liu Jingkang has publicly criticized DJI and its founder, suggesting that DJI's price cuts may be influenced by YingShi's market entry [4]. Group 3: Industry Insights - The article suggests that for drones to succeed, they must become multifunctional tools, akin to a "Swiss Army knife," which is a successful strategy for many tech companies [6]. - DJI is currently transitioning from consumer drones to industrial applications, exploring various use cases beyond simple delivery and photography [7]. - The future of YingShi in the drone market may depend on its ability to navigate challenges in both domestic and international markets, particularly against established competitors like DJI [6][7].

作为"灵鹊家族"新成员，灵鹊150具备高性能、低成本、环境适应性强、任务扩展空间大等优势，其以"一机多 能、一机多用"为设计导向，可通过"灵活换装"，搭载公网基站、通信中继设备、光电吊舱、SAR雷达等多种设 备，能够在测绘勘探、应急救援等场景中发挥作用。（据新华社） 记者1月7日从中国兵器工业集团有限公司获悉，由中国兵器工业集团爱生集团自主研发的200公斤级大载重长航时 复合翼无人机系统灵鹊150（LQ-150）近日顺利完成首飞。 据介绍，此次试验充分验证了灵鹊150及其搭载的自研低成本多用途飞行控制系统、通用型任务载荷伺服机构、人 机智能管控系统、小型地面站等产品的可靠性。 ...

目的地小镇地形复杂、山路崎岖，远离城市且人口稀少。此前，陆地运输受严格通行限制，对车辆还有 较高要求，单程耗时3小时。中国无人机高效、精准的投送，有效解决该地区医疗物资运输的长期难 题，也展现"中国造"在高温、沙尘、强风等复杂环境下的可靠性能。 执行此任务的是来自昆山花桥经济开发区的时代飞鹏科技有限公司。该公司由中国航天科技（000901） 集团发起设立，专注于无人机系统研发设计、生产制造，其主导产品大型无人运输机主要用于物流、应 急救援领域。此前，为适配中东高原、山地、沙漠交织的地貌及常年高温风沙的恶劣气象，时代飞鹏专 程赴新疆火焰山开展严苛的环境适应性测试，为此次任务完成奠定技术基础。 本报讯(记者范昕怡)北京时间1月8日下午1时10分，一架名为"射手座"的中国大型无人运输机搭载60公 斤医疗物资，从阿曼起飞，穿越哈贾尔山脉，仅用不到50分钟便将急需物资运输至百公里外的山区小 镇。此次任务标志着中国大型无人运输机在中东地区首次完成载货飞行，也意味着中国低空经济解决方 案在中东实现体系化落地。 ...

Group 1: Industry Insights - The Ministry of Industry and Information Technology (MIIT) has warned against irrational competition in the lithium battery industry, convening a meeting with 16 major companies to discuss regulatory measures [1] - The State Administration for Market Regulation (SAMR) has interviewed six leading photovoltaic companies regarding monopoly risks and has mandated corrective actions by January 20 [1] - Guangzhou is accelerating the construction of liquid rocket assembly and testing bases, focusing on reusable rocket technology to enhance national aerospace capabilities [2] Group 2: Company Announcements - MiniMax is set to list on the Hong Kong Stock Exchange on January 9, with a pricing result of HKD 165 per share, and its dark market performance showed a 26.8% increase [3] - Zhong UAV has signed a contract exceeding RMB 100 million for drone systems, which is expected to positively impact its financial performance [4][5] - TianNeng Co. plans to use up to RMB 12 billion of its idle funds for low-risk financial investments, which has been approved by its board [5] - Hu Silicon Industry's major shareholder, the National Integrated Circuit Industry Investment Fund, has reduced its stake by 0.2% [5] - Yongxi Electronics expects a net profit increase of 13.08% to 50.77% for 2025, driven by growth in the semiconductor industry and improved product structure [6] - BiYi Micro has set an initial transfer price of RMB 36.29 per share for its stock, with a subscription multiple of 6.99 times [7] - ZhiXiang JinTai's application for conditional approval of its GR1803 injection has been accepted by the National Medical Products Administration [8] - Zejing Pharmaceutical's injection of human thyroid-stimulating hormone beta has been approved for market entry, enhancing its product line [9] - Mengke Pharmaceutical has received a patent term extension for its core product, significantly improving its market competitiveness [9] - Chip Source Micro has reported a 30% stock price fluctuation, confirming normal business operations [9] - Jiyu Pharmaceutical has completed nearly RMB 2 billion in Series A financing, focusing on innovative drug development [10] - Yiwei Aerospace has completed a million-level angel round financing, aimed at developing space computing systems [10]

1月8日晚间，中无人机(688297)公告称，公司签订日常经营性合同，该合同总金额超过公司最近一个会 计年度经审计营业收入的50%以上，且绝对金额超过1亿元，合同标的为无人机系统。 因合同部分信息涉及国家秘密，中无人机对合同具体金额、履行期限等有关信息进行豁免披露。数据显 示，公司2024年度经审计营收为6.85亿元，据此测算，中无人机本次签署的合同金额超3.4亿元。 中无人机表示，合同对方信用良好，具备较强履约能力。若销售合同顺利履行，预计会对合同履行年度 经营业绩产生积极影响，具体情况将根据履行情况以及企业会计准则、会计政策相关规定确认。 近期，中无人机频获大额订单。2025年9月底，公司公告获得中航技进出口有限责任公司(以下简称"中 航技进出口")订单，合同标的为无人机系统，合同总价款为6.15亿元。资料显示，中航技进出口持有中 无人机6.44%股份，且与中无人机同受中国航空工业集团有限公司控制。 中无人机主营无人机系统的场景研究、市场开发、产品研发、生产制造、售后保障、运营服务，主要产 品为翼龙系列大型固定翼长航时无人机系统，已发展了翼龙-1、翼龙-1D、翼龙-1E、翼龙-1G、翼 龙-2、翼龙-2D ...

（文章来源：证券日报） 证券日报网讯 1月8日，商络电子在互动平台回答投资者提问时表示，根据公司参投企业亿维特公众号 平台披露，亿维特航空的商业化进程已取得实质性突破：亿维特航空已签署近500架意向订单，涵盖无 人载货、"空中120"、载人机型；公司仅为参股性质，不主导经营决策权。就公司分销业务而言，在低 空经济方面，公司深入拓展无人机领域，已获取大疆科技、道通科技、纵横股份等行业领先客户。 ...

当地时间1月7日，美国联邦通讯委员会（FCC）宣布豁免部分新型外国制无人机及关键零组件的进口限制，给去年12月刚出台的全面进口禁令踩了脚"刹 车"。 按照国防部的建议，这次豁免期直接延长到2026年12月31日，涵盖了Parrot、Teledyne FLIR等多家海外厂商，以及英伟达、索尼等企业的关键零部件。这 种看似矛盾的政策转向，并不是美国放弃了对中国无人机技术的打压，而是在产业现实和政治诉求之间的无奈折中，全球无人机市场中美竞争的真实局面 可见一斑。 回头看这波政策的来龙去脉，美国的打压逻辑一直绕着"国家安全"打转，但明眼人都能看出贸易保护的底色。 2025年12月，FCC以"存在不可接受的安全风险"为借口，把所有外国制无人机及关键零组件都拉进了"受管制清单"， 大疆、道通智能 等中国企业直接被 划在门外，没法拿到在美国销售新型号产品的FCC许可。 FCC主席布伦丹·卡尔还特意渲染"犯罪分子、恐怖分子和敌对外国势力会把无人机技术当武器用"的风险，想给禁令找个说得过去的理由。但这一指控从 头到尾都没拿出实质证据，大疆之前也多次说明，自家产品能断网操作、数据本地存储，安全性早就过了全球多家权威机构的验证，美 ...

Core Viewpoint - The article discusses the upcoming IPO of Daotong Intelligent, a leading player in the global drone industry, which is set to become the first drone giant to go public in 2026, positioning itself as a significant competitor to DJI in the market [5][6]. Group 1: Company Overview - Daotong Intelligent, founded in 2014, is recognized as a major competitor to DJI, holding the second-largest market share in the global small civil drone market [5][6]. - The company has over 3,000 global patent applications, with nearly 1,000 being invention patents, showcasing its strong focus on innovation and technology [6][20]. - Daotong Intelligent's founder, Li Hongjing, previously established Daotong Technology, which became a leader in the automotive diagnostic market, indicating a strong entrepreneurial background [5][11]. Group 2: Market Dynamics - The global low-altitude market is experiencing exponential growth, with its size increasing from $26 billion in 2020 to an estimated $128 billion in 2023, driven by policy support, technological advancements, and practical applications [17]. - In China, the low-altitude market is projected to exceed 500 billion yuan in 2023, up from approximately 50 billion yuan in 2020, reflecting a tenfold increase in just three years [17]. - The competitive landscape includes major players like DJI, which holds over 70% of the consumer drone market, while Daotong Intelligent aims to capture a significant share of the mid-to-high-end market [18][20]. Group 3: Technological Advancements - Daotong Intelligent emphasizes AI-driven and collaborative drone technology, aiming for a transition from human control to intelligent control, enhancing autonomous flight and obstacle avoidance capabilities [20]. - The company's "EVO Max" series drones utilize advanced multi-source sensor fusion technology, providing comprehensive obstacle avoidance and stable flight under signal interference [20]. - The firm has developed an "air-ground integration" solution that has been applied in over 70 countries, indicating its global reach and application of technology [6][20]. Group 4: Competitive Landscape - Daotong Intelligent has engaged in multiple legal disputes with DJI over patent infringements, highlighting the intense competition between the two companies [20][21]. - Despite the fierce rivalry, the article notes a potential shift in strategy for Daotong Intelligent as it prepares for its IPO, suggesting a reevaluation of its market approach [21][22]. - The article predicts that by 2025, DJI will maintain a market share of 73% in the small civil drone sector, while Daotong Intelligent's share may decline due to emerging competitors [21].

在开拓市场中把握新机遇，在创新转型中锻造竞争力，广大民营企业在市场风浪中勇敢搏击，沿着高质 量发展的道路笃定前行。 新华财经北京1月8日电（记者魏玉坤、戴锦镕）走进位于安徽省合肥市肥西县官亭镇的老乡鸡食品加工 及仓储物流基地项目现场，建筑工人正在有序进行生产车间升级改造，确保车间尽快全面投产。 "过去一年，公司探索'直营+加盟'双轮驱动发展模式，不断开辟新的市场，对物流配送要求越来越高。 项目全面投产后将形成高效的冷链配送网络，直接服务5000家老乡鸡餐厅。"安徽老乡鸡餐饮有限公司 有关负责人说，今年将持续加密华东市场门店网络，挖掘华南市场发展空间，并探索在海外布局门店。 眼下，在河南省卫辉市循环经济产业园，由河南银金达集团投资建设的年产5万吨功能性聚酯薄膜二期 项目现场，工人正在有序推进新建厂房设备安装调试。 "项目致力于打造集废弃塑料回收、再生、绿色生产与高值化应用于一体的完整闭环产业链，预计今年 底投产。"项目经理张建伟说，抢抓循环经济发展机遇，公司推动生产线智能化改造和能源结构优化， 单位产值能耗显著下降，再生聚酯、生物基聚酯等新产品和绿色产品占比提升至近一半。 瞄准优势精准发力，民营企业敢于突破舒适 ...