"这个智能农机制造车间可高效地生产各类农机产品。"公司负责人杨志强自豪地说。 展厅内，采棉机、青贮收割机、施肥播种机等各类农机设备整齐排列，这些设备不仅是农业生产的得力 助手，更是钵施然公司多年来专注研发、不断创新的成果。 长期以来，由于缺乏核心技术，我国多功能采棉机依靠国外进口，价格昂贵。作为全国最大的棉花产 区，新疆从上世纪90年代开始就启动了采棉机研制工作。"从0到1"，钵施然公司通过持续创新，取得了 一系列技术突破，拥有完全自主知识产权的各种专利246项，迅速成长为国产采棉机龙头企业之一。 "我们能够从地方小企业快速成长起来，秘诀就在于科技创新。"杨志强说。 过去，一名拾花工一天只能采几十公斤棉花。如今，一台六行自走式采棉机一天可采500亩棉花，相当 于上千人一天的工作量。2024年，新疆棉花产量约占全国92％，机械化采收率达到85%以上，背后是强 大的科技支撑。 走进新疆乌鲁木齐钵施然智能农机公司全自动化车间，只见搬运机器人正沿着预设路线穿梭，将仓库中 的生产物料运送至预定位置。装配线上，一台台采棉机正在井然有序地组装中。 "这个平台能快速排查IT系统故障，故障排查时间缩短83%，运维成本降低30% ...

影翎Antigravity A1 颠覆性技术创新，产品力领先。1）全球首款8K全景无人机，上下双镜头隐形设计 打造"全隐形"效果，打造8K 高清影院级画质；2）"先飞行，后取景"创作逻辑，一次飞行捕捉全景，自 由后期重构，叠加AI 智能剪辑降低创作门槛；3）Vision 飞行眼镜+人机合一体感遥控系统，提供沉浸 式飞行体验。 【事项】 8 月14 日，影石创新发布全球首款8K 全景无人机——影翎AntigravityA1。"影翎Antigravity"为公司与第 三方共创无人机品牌，新品发布进入公测阶段，公司正式切入无人机蓝海市场。 【评论】 体验式新消费行业高景气，切入无人机蓝海市场。疫情后消费者对于体验式消费和短视频生活记录的追 求，使得运动相机、无人机成为有力生产力工具。根据Mordor Intelligence，2024 年无人机市场规模估 计为352.8 亿美元，预计到2029 年将达到676.4 亿美元，预测5 年复合年增长率为13.90%。公司作为全 球领先的智能影像设备提供商，有望享受无人机行业快速增长、渗透率提升的红利。 AI 赋能强化产品力，内容营销强化品牌力，看好未来份额持续提升。 公司 ...

Suspension and Resumption of Trading - Delis Co., Ltd. is planning a change in company control, leading to stock suspension [1] - Doru Pharmaceutical is also planning a change in control, with continued stock suspension [1] - Zhonghuan Environmental Protection is progressing with a change in control and will continue to be suspended [1] Share Buybacks and Equity Transfers - Huaxin Cement plans to repurchase shares worth between 32.25 million and 64.5 million yuan and intends to change its full name and A-share abbreviation to Huaxin Building Materials [2] - Huaxin Environmental Protection plans to repurchase shares worth between 40 million and 80 million yuan [2] - Shareholders of Dongfang Wealth, Ms. Lu Lili and Mr. Shen Yougen, plan to transfer 1.5% of the company's shares through inquiry [2] Investment Cooperation and Operational Status - Bee Assistant plans to raise no more than 980 million yuan through a private placement for projects related to cloud terminal computing power centers, IoT terminal upgrades, and SoC chip technology development [3] - Zhong Unmanned Aerial Vehicle has signed a sales contract with AVIC International for a total contract value of 615 million yuan [3] - Silis reported September sales of 44,700 new energy vehicles, a year-on-year increase of 19.44% [3] - Tianyi Co., Ltd. has become a candidate for procurement projects related to telecom Tianyi Gateway 4.0 and micro smart set-top boxes [3] - Baili Tianheng has received clinical trial approval for BL-ARC001 for late-stage solid tumor treatment [3] - Xinjiang Jiaojian plans to bid for a highway construction project worth 483 million yuan [3] - Runjian Co., Ltd. plans to bid for a land-based wind power project design and construction contract worth 1.753 billion yuan [3] - Bomaike has signed a contract for an offshore floating production storage and unloading vessel project, valued at approximately 190 to 240 million USD [3] - Binhua Co., Ltd. is investing 1.421 billion yuan in an integrated source-network-load-storage project [3] - New Asia Electronics is expanding production in response to increased demand for AI server high-speed copper cables [3] - *ST King Kong has released a restructuring plan focusing on HJT technology and plans to concentrate all production capacity in the Jiuquan area while developing AI big data services [3] Performance Changes - Chip Origin Co., Ltd. expects third-quarter revenue of 1.284 billion yuan, a record high for the company, with a quarter-on-quarter increase of 119.74% and a year-on-year increase of 78.77%, driven by growth in one-stop chip customization services [4] - Yonghe Co., Ltd. anticipates a net profit attributable to shareholders of 456 million to 476 million yuan for the first three quarters, a year-on-year increase of 211.59% to 225.25%, with an expected net profit of 185 million to 205 million yuan for the third quarter of 2025, representing a year-on-year increase of 447.64% to 506.85% [4]

Investment Rating - The report maintains a rating of "Add" for the company [4]. Core Insights - The signing of a significant contract with AVIC Technology, amounting to 615 million RMB (excluding tax), reflects the high prosperity of military trade, with expectations for substantial growth in domestic trade in the second half of the year [1][8]. - The company’s inventory reached a historical high of 3.628 billion RMB in the first half of 2025, a significant increase of 38.48% compared to the end of the previous year, indicating preparations for timely product delivery [8]. - The company plans to repurchase shares for employee stock ownership plans, demonstrating confidence in future development [8]. - Profit forecasts for 2025, 2026, and 2027 indicate net profits of 290 million, 378 million, and 441 million RMB respectively, with corresponding PE ratios of 116, 89, and 76 [8]. Financial Data and Valuation - Total revenue for 2023 is projected at 2.664 billion RMB, with a year-on-year decrease of 4%. A significant recovery is expected in 2025 with a projected revenue of 3.375 billion RMB, reflecting a 393% increase [3][16]. - The company’s net profit for 2023 is estimated at 303 million RMB, with a forecasted loss of 54 million RMB in 2024, followed by a recovery to 290 million RMB in 2025 [3][16]. - The current market capitalization is approximately 3.36 billion RMB, with a current share price of 49.74 RMB [4]. Shareholder Information - The major shareholder is China Aviation Industry Group Co., Ltd., holding a 16.6% stake in the company [4].

中新网沈阳10月7日电 (记者赵桂华)10月7日，正值国庆节假期，记者在沈阳市沈北新区看到无人机从自 动机场平稳升起，通过实时直播将路面情况清晰传回指挥中心，标志着当地低空政务巡检平台完成全面 升级，城市治理迈入"空天地一体"的智慧管理新阶段。 无人机从自动机场平稳升起。沈北新区委宣传部供图 升级后的低空政务巡检平台整合了多光谱影像、热成像、环境参数监测及智能语音交互等多种先进技 术，构建了全方位感知体系。平台的核心优势在于人工智能技术的深度应用。通过机器学习算法，系统 可自动识别交通拥堵、违停车辆、占道经营、流动商贩、绿地停车等各类城市管理问题，并实现精准定 位与智能分析预警。 "引入低空经济技术后，巡检效率得到显著提升，"相关技术人员表示，"以往需要多人数小时才能完成 的巡查任务，现在无人机可在短时间内完成，有效弥补了传统巡查的盲区。" 基于低空通信技术的实时直播功能，使指挥中心能够即时查看无人机回传的高清画面，为指挥决策提供 可靠依据。通过智能路径规划，无人机可快速抵达指定位置，大幅提升应急响应速度。实时视频共享功 能也打通了部门协作壁垒，实现了多部门联动处置。 无人机正在执行巡检任务。沈北新区委宣传部 ...

Group 1 - Gold prices continue to rise, reaching a new high of $3980 per ounce, with COMEX gold futures surpassing $4000 per ounce for the first time [6][7] - The U.S. stock market opened slightly higher, with the Dow Jones up 0.01%, S&P 500 up 0.09%, and Nasdaq up 0.07% [1] - AMD shares opened over 6% higher, continuing its upward trend from the previous day [1] Group 2 - IBM shares rose over 2% following the announcement of a partnership with Anthropic for enterprise-level AI software [2] - Drone-related stocks in the U.S. saw significant gains, with SES AI Corp up over 24% and Draganfly up nearly 7% [3] Group 3 - Tesla's stock price fell slightly by 0.36% as the company plans to introduce a more affordable model to adapt to the U.S. market after the cancellation of electric vehicle tax credits [4] - The new entry-level Model Y is expected to reduce costs by optimizing the battery pack and motor, while also eliminating some features and using lower-grade materials [4] Group 4 - The World Trade Organization's Director-General highlighted that tariffs and trade pressures are expected to impact trade dynamics, with a projected 4.9% year-on-year growth in global merchandise trade in the first half of 2025 [8][9] - North American imports increased by 13.2% year-on-year in Q1, driven mainly by pharmaceuticals and precious metals, particularly gold [9] - There is a surge in demand for AI-related products such as semiconductors and manufacturing equipment, reflecting ongoing capital investment in AI [10]

每经AI快讯，10月7日，美股无人机概念股强势上涨，SES AI Corp涨超24%，Draganfly涨近7%，Ondas Holdings、Palladyne AI涨超5%。 ...

在广东中山，2000架无人机与深中通道同框，演绎动态光影画卷。表演以深中通道为背景，并融入中山特色元素，深中通 道、桂山岐水自然风光、中山地道美食等系列中山标志性元素在空中一一展现，观众们在现场踮脚仰望、举起手机记录，共同定 格这场科技与文化交融的视觉盛宴。 湖北黄梅：无人机烟花光影秀 焕新文旅体验 在广东深圳，机器人化身舞者，表演潮汕英歌舞，机器人脸戴面具，手持短木棒，跟着节奏，用短木棒相互对击。而在"机 器人千手观音"的表演中，6台机器人站成一条直线，双臂依次抬起落下，颇具工业美感。一连串的表演，要数流行舞的表演动作 最流畅，看机器人跳得带劲，不少孩子也跟着扭起来。 广东中山：光影闪耀 千架无人机与深中通道"同框" 央视网消息：这个国庆中秋假期，在不少地方，机器人、无人机被融入传统演出，让假期透着满满的科技范。 广东深圳：机器人化身舞者 解锁过节新花样 在湖北黄梅，夜空中数百架无人机整齐升起，勾勒出喜迎国庆等造型；焰火腾空而起，与无人机的灯光交相辉映，将夜空点 缀得如梦似幻。除了科技元素的融入，当地还注重传统文化的深度呈现，以湖面为舞台，全新编排的水幕黄梅戏《白蛇问情》浪 漫上演。而《天仙配》《梁祝》等经 ...

Core Insights - The event in Yangzhou, combining technology and art, showcases the integration of low-altitude economy with cultural tourism, marking a significant development for the ancient city [1][10] - The drone light show, held from October 5 to 8, was a collaborative effort between Jiangsu Yushengtong Technology and Yangzhou Ecological Technology New City, highlighting the fusion of "cultural tourism + technology" [1][6] Group 1: Event Highlights - The drone performance featured 700 drones creating various visual displays, including messages of national pride and local promotion, enhancing the festive atmosphere [5][10] - The show served as a dynamic window to showcase Yangzhou's city image and cultural depth, with each visual meticulously programmed [6][10] Group 2: Company and Industry Impact - Jiangsu Yushengtong Technology, an innovative enterprise, is focused on the development of intelligent drone systems and has a nationwide presence, indicating its strong capabilities in low-altitude economic applications [6][10] - The collaboration between Yushengtong and Yangzhou Ecological Technology New City sets a benchmark for the commercialization of low-altitude economy applications, demonstrating the potential for deeper integration of technology in cultural tourism [6][10] Group 3: Broader Implications - The rise of low-altitude economy presents new opportunities for the cultural tourism industry, with drone performances becoming a novel medium for city marketing and tourism experiences [10] - The event included various activities, such as circus performances and musical fountains, showcasing the vibrant potential of Yangzhou's cultural tourism sector [10]

在老牌巨头不断优化用户产品体验的同时，跨界而来的新势力也在提升用户体验上下足了功夫。在影石创新上海万象城店，客户经理李海朋向新华财经介绍 了该品牌的首款无人机——影翎Antigravity A1。 据介绍，该款产品设计同样遵循轻量化设计，由于配备了全景摄像功能，该型号对于新手的操作体感较为 友好。通过搭配飞行眼镜与体感遥控器，该款无人机可使飞手体验沉浸式飞行。此外，尽管该型无人机尚未正式上市，但近期专门为一睹该款产品而来的顾 客和游客数量一度占据门店每日人流量的三成。 李海朋表示，随着使用场景的不断延伸和技术的不断进步，消费者已不仅仅满足于无人机的基础功能，而是对轻便、智能跟拍等特性提出了更具体的要求。 对于他们这样的跨界者来说，将原有领域的技术特长融入无人机发展中，可以给客户带来更好的体验。 低空产业专家李劼向新华财经表示，当前的消费级无人机的主要客群已经从过去注重性能的科技爱好者变成了注重使用体感的普通消费者。如何在使用场景 中给消费者带来更多情绪价值和更优质使用体验成为了未来无人机市场脱颖而出的重要因素。如今的消费者需要的不再是一件昂贵的玩具，而是一个操作简 在实地探访中，多位消费者均向新华财经表示，" ...