Core Insights - Aerospace Feipeng, initiated by China Aerospace Science and Technology Corporation, has completed a multi-billion RMB Series B financing round, marking a new development phase in the heavy-load unmanned transport sector [2][4] - The financing will accelerate the certification processes for large fixed-wing drones and establish a regular commercial operation system for heavy-load unmanned cargo transport [2] - The company aims to expand into international markets, enhancing its global competitiveness through its technological and product advantages [2] Investment Perspective - Investors recognize the low-altitude economy as a strategic emerging industry in China, poised for significant growth due to favorable policies, with a long industrial chain and broad impact [4] - Aerospace Feipeng is seen as a leading player in the low-altitude logistics sector, having achieved commercial delivery of large fixed-wing unmanned transport aircraft, with significant technological and first-mover advantages [4][5] - The low-altitude economy market is projected to exceed 1 trillion RMB, presenting vast development prospects suitable for investment [5] Product and Technology Development - Aerospace Feipeng showcased its FP-981C "Archer" and FP-981A multi-rotor drone systems at the recent Low Altitude Industry Innovation Conference, highlighting its capabilities in complex terrain and terminal logistics [7] - The FP-981C system can operate without specific takeoff and landing sites and supports cluster operations, while the FP-981A system features hovering and networked flight capabilities [7] - The company plans to leverage its strengths in heavy-load unmanned transport to contribute to the high-quality development of the low-altitude economy [7]

Group 1 - The US IPO market has shown a significant recovery in 2023, with over 170 companies completing listings and raising more than $11 billion, a 77% increase compared to the same period last year [1] - A record number of companies saw their stock prices double on the first day of trading, with notable examples including Newsmax, Circle Internet Group, and Airo Group Holdings [3][4] - Historical data indicates that extreme first-day price increases often do not lead to sustained long-term returns, with nearly 90% of companies that doubled on their first day experiencing negative three-year returns [3][4] Group 2 - The current IPO market recovery is driven by both professional traders and retail investors, but companies are increasingly allocating shares to mutual funds that promise long-term holding [4] - The IPO market's recovery is facing challenges, including geopolitical tensions and trade issues, which may affect the sustainability of this trend [5] - There is a shift in global capital markets, with Hong Kong's IPO market significantly increasing, potentially making it the largest listing destination this year, reflecting a change in companies' preferences for listing locations [6]

《中国民航报》、中国民航网 记者冯智君 报道：为全面落实民航局《关于支持粤港澳大湾区民航协同 发展的实施意见》，民航中南局联合香港民航处组织大湾区及辖区民航单位，于2025年6月29日至7月5 日期间成功举办粤港澳大湾区民航青年交流活动。 活动大力弘扬"爱国爱港爱澳"精神，通过参观深圳改革开放展览馆、横琴粤澳深度合作区规划展览馆， 在历史与现在和未来的强烈对比中，在"先行先试"到"先行示范"的蜕变中，青年们深刻领悟到"改革开 放永不停步，中国特色社会主义道路必将越走越宽广"的历史必然性。活动期间，青年们深入到深圳机 场、珠海摩天宇、珠海翔翼、中国民航二所、中国民航飞行学院以及腾讯、大疆、中航通飞AG600总装 车间、彭州国家级民用无人机驾驶航空试验基地等，通过实地观摩、业务讲解、专题讲座、座谈交流等 形式，全方位了解国家民航事业发展的日新月异，零距离接触科技赋能、自主创新、数字化转型的丰硕 成果，沉浸式体验低空经济发展的广阔前景，更深刻地认识到核心技术攻关对民航和新业态发展的支撑 和推动作用。活动还注重历史人文熏陶，在三星堆博物馆，青年们深度感受到古蜀文明的神秘和辉煌、 中华文明的智慧和创造力。在座谈交流环节 ...

Group 1 - The 2025 International Drone Application and Control Conference is being held in Beijing, focusing on the future opportunities in the low-altitude economy with over 1,000 domestic and international guests and 500 exhibitors participating [1][3] - The conference features four major technical topics including drone system technology, control and communication navigation technology, payload and intelligent recognition technology, and intelligent unmanned control technology [1] - The sixth China International Drone and Unmanned Systems Expo showcases over 500 exhibitors across a 20,000 square meter area, highlighting advancements in drone technology and applications across various industries [3] Group 2 - Meituan's drone public affairs director emphasizes the company's early investment in the low-altitude economy, with 64 flight routes established in cities like Shenzhen and Beijing, completing over 600,000 orders [4] - The company has partnered with over 700 brands to offer more than 110,000 product choices, indicating a strong market presence in instant retail delivery services [4] - Recommendations for enhancing low-altitude economic development include establishing intelligent air traffic management systems and utilizing domestic supply chains for drone technology upgrades [5] Group 3 - Safety is highlighted as a critical aspect of low-altitude economic development, with companies like Tianjin Yunxiang Drone Technology focusing on security solutions such as interference and navigation deception devices [6] - The potential for low-altitude economic expansion is recognized, with applications in logistics, disaster prevention, urban safety, and agriculture [6] - The Blue Sky Spacecraft Company presents its cloud sail-2 electric tilt-rotor aircraft, which has a maximum takeoff weight of 2,000 kg and can carry 500 kg, showcasing its versatility for various applications [8] Group 4 - The conference includes the 2025 National Drone Innovation Skills Competition, featuring six competitive events aimed at promoting learning, research, and integration of drone technology with the low-altitude economy [8]

【文/观察者网 王一】距离美国总统特朗普签署多项行政令强推"不依赖外国制造的美国无人机"已经过 去了一个月，美国业界开始意识到特朗普此举无异于白日做梦。 香港《南华早报》7月6日报道称，美国公司对实施特朗普行政令造成的"令人不安的"潜在后果感到愤 怒，业内人士和分析师也均表示，中国在全球无人机市场的领先地位使得美国很难将中国排除在供应链 之外，至少目前是这样的。 当地时间6月6日，特朗普签署多项行政令，誓言削减监管以"建设强大且安全的国内无人机产业"，同时 要求美国政府机构在法律允许的最大范围内优先使用国产无人机系统。行政令还指示商务部进行调 查，"确保美国无人机供应链免受外国控制或利用"。 这并非美国政府第一次妄图通过打压中国企业来振兴美国的无人机产业。早在2017年，美国就将中国无 人机制造商大疆列入制裁清单，污称其"很可能向中国政府提供美国关键基础设施和执法的数据"。2024 年，美国众议院通过的《2025财年国防授权法》中也纳入了所谓的"反制中国无人机法案"，进一步限制 中国无人机。 尽管如此，中国企业仍是全球无人机行业的领头羊。美国战略与国际问题研究中心数据显示，大疆无人 机在美国商用市场的份额高达 ...

据广州市商务局消息，2025年1-5月，广州市无人机出口量同比激增252%，其中农业植保机型占比超 50%。 ...

Core Viewpoint - Guangzhou's drone exports have significantly increased, with a total of 6,134 units exported from January to May 2025, representing a year-on-year growth of 252%, primarily driven by agricultural protection drones which account for over 50% of the exports [1] Group 1: Export Data - The total number of drones exported from Guangzhou reached 6,134 units from January to May 2025 [1] - This figure marks a substantial increase of 252% compared to the same period last year [1] - Agricultural protection drones make up more than 50% of the total exports [1] Group 2: Supportive Measures - The Guangzhou Municipal Bureau of Commerce has established a "four-in-one" service system to support drone exports [1] - A green approval channel has been created to address the long approval cycle for agricultural drone exports, enhancing export efficiency for companies [1] - Regular feedback on the final user information of exported drones is provided to ensure compliance and promote sustainable development [1]

Core Insights - The drone training industry is experiencing rapid growth, with over 2,500 training institutions established by June 2023, and a significant increase in enrollment numbers, indicating a new industry trend [1] - The demand for drone operators is driven by a projected talent gap of 1 million positions in China, as low-altitude economy initiatives are included in government work reports for 2024 [1] - Many young individuals are attracted to the industry due to the promise of high salaries and quick certification, leading to a surge in training programs [1] Industry Challenges - Despite the growth in training institutions, many graduates face unemployment, raising questions about the actual job prospects and the quality of training provided [2] - Some training programs misrepresent their employment guarantees, with legal analyses revealing discrepancies between promises and actual job placement support [2] - The quality of training varies significantly, with some institutions prioritizing profit over comprehensive education, potentially leading to safety risks in the field [2] Market Dynamics - The increasing automation and intelligence of drone operations may outpace the current training offerings, leading to a mismatch between skills taught and market needs [3] - A singular focus on flying skills may not suffice in a competitive job market, as specialized knowledge in fields like agriculture or electrical inspections is also required [3] - The rapid growth in job postings for drone-related positions is overshadowed by an even faster increase in job seekers, suggesting a potential talent bubble in the industry [3] Recommendations for Improvement - Regulatory bodies should address misleading employment claims and establish a quality assessment system for training programs to ensure they meet industry standards [3][4] - Training programs should integrate practical applications relevant to various sectors, fostering the development of versatile professionals capable of solving complex problems [4] - Aligning vocational training with industry needs is essential for transforming the burgeoning low-altitude economy into tangible employment opportunities [4]

来源：环球网 【环球网低空经济综合报道】7月5日，2025国际无人机应用及防控大会在北京国家会议中心二期隆重召 开。大会由国际无人机从业者协会、欧洲无人机运营者协会、意大利航空航天企业协会、西班牙防务安 全与航空航天协会、法国中小企业可持续发展合作创新协会、中国光学工程学会联合主办。来自全球的 专家学者、业界精英、企业家代表云集一堂，共同擘画无人机产业的未来图景。 大会嘉宾合影 在低空经济连续两年写入政府工作报告、全球产业迎来爆发式增长的关键节点，本次大会的召开彰显了 中国在全球低空经济领域的引领地位。大会以"领航全域，展翼未来"为主题，致力于构建一个多元、开 放、创新的国际性交流平台，得到了1000多位国内外嘉宾、500多家参展商、2万余名专业观众的参与支 持。7月5日上午，大会开幕式在热烈而隆重的氛围中盛大开启，四位享誉国际的无人机领域权威专家带 来了极具前瞻性与洞察力的主题报告—— 靳兵（国家邮政局政策法规司原一级巡视员、副司长）：深度解析《低空物流的发展现状与广阔前 景》；祝小平（西北工业大学无人机所总工程师）：聚焦《无人机使用安全的现状与关键思考》；丁海 煜（中国移动研究院副院长）：阐述《打造智联新 ...

Group 1 - The 2025 International Drone Application and Control Conference was held in Beijing with the theme "Navigating the Whole Domain, Spreading Wings for the Future" [1] - This year's conference features in-depth exploration of technology, with four major technical topics: drone system technology, measurement and control communication navigation technology, mission payload and intelligent recognition technology, and intelligent unmanned control technology [1] - The conference will host nearly a dozen high-level industry exchange meetings focusing on drone technology evolution, innovative applications, industry implementation, and future trends [4] Group 2 - Concurrently, the 2025 Sixth China International Drone and Unmanned Systems Expo is taking place, spanning three days with an exhibition area of approximately 20,000 square meters and over 500 top global exhibitors [4] - The expo will showcase cutting-edge technological achievements, core components, and system solutions across the entire drone industry chain, featuring over a thousand sets of drones, robotic dogs, robots, unmanned vehicles, unmanned boats, and model aircraft [4] - The "2025 National Drone Innovation Skills Competition" will also be held, featuring six competitive events aimed at promoting learning, research, and production in drone technology and low-altitude economic development [4]