宏观日报 | 2026-02-03 生产行业：1）市场监管总局会同中央空管办、国家发展改革委等十部门联合发布《低空经济标准体系建设指南（2025 年版）》，重点围绕低空航空器、低空基础设施、低空空中交通管理、安全监管和应用场景五大核心领域，建立技 术标准与管理规范融合、国内标准与国际规则融合、强制性标准与推荐性标准融合、基础标准与场景标准融合的"四 维融合"标准供给体系。 服务行业：1）2日，上海收购二手住房用于保障性租赁住房项目工作实质性启动。上海市住建委有关负责人表示， 上海将强化供给与需求匹配、租赁与购置联动，形成"政策引导、市场运作、多方协同、群众得益"的良好格局。 同时，上海还将推动保障性租赁住房筹措模式创新，探索在二手房市场中收购存量住宅，进一步拓宽保障房源筹 措渠道；并通过存量房源收购，有效缩短建设周期，优化区域布局，完善房型结构，加快形成有效供给。 数据来源：iFind，华泰期货研究院 行业总览 上游：1）有色：铝、镍价格回落较多。2）农业：鸡蛋价格小幅回落。3）能源：国际原油价格回升。 2026年期货市场研究报告 第1页 请仔细阅读本报告最后一页的免责声明 地产下游回落 中观事件总览 中游： ...

2025经济总量位居全球城市第五的上海，划定新一年的发展目标。 支持智能网联新能源汽车、海洋经济、低空经济、航空航天、卫星互联网等产业发展。 而"着力推进科技创新和产业创新深度融合，培育发展新质生产力"，也是今年的主要任务之一。 对于今年重点任务中的智能网联新能源汽车、海洋经济、低空经济、航空航天、卫星互联网等产业，上 海也陆续出台了相关文件。 具体包括加快重大科技成果高效转化应用；推进产业智能化、绿色化、融合化发展；一体推进教育科技 人才发展几个方面。 例如，深化科技成果全部赋权改革，支持概念验证平台、中试平台、高质量孵化器提升服务能级。深入 实施"人工智能+"行动，加强算力设施、行业语料、垂类模型等布局建设，推动新一代智能终端、智能 体等广泛运用，加快重点产业智能化改造，新增50家以上先进智能工厂。 刚过去的2025年，上海全社会研发经费支出相当于全市生产总值的比例达到4.5%左右。集成电路、生 物医药、人工智能三大先导产业规模突破2万亿元。新建7家高质量概念验证平台和6家高质量孵化器， 技术合同成交额达到6496.8亿元、增长24.9%，全市日均新增科技企业超过320家。 根据此前公布的 "十五五"规划 ...

Core Insights - Bao'an District is set to enter a new phase as it aims to become a "trillion-dollar industrial zone" by 2025, marking the end of the 14th Five-Year Plan and the beginning of a new era [3][6] - The district has achieved significant milestones in the past year, including surpassing a trillion yuan in industrial output, setting records in airport cargo and passenger traffic, and exceeding 600 billion yuan in import and export volume [3][4] - Bao'an is focusing on enhancing its business environment, with over a million commercial entities and a leading number of specialized "little giant" enterprises in the country [4] Economic Performance - The industrial output value of Bao'an has crossed the trillion yuan mark, securing its position as the second among the top industrial districts in China [3] - The total retail sales of consumer goods exceeded 160 billion yuan, with new commercial space leading the city at 580,000 square meters [3] - The district's new strategic industries have reached a total output value of 1.2 trillion yuan, showcasing a shift towards intelligent manufacturing and innovation [3][4] Talent and Industry Alignment - Bao'an is actively working to connect high-end talent with industry needs, particularly in artificial intelligence, high-end manufacturing, and semiconductor sectors [7] - The district is implementing a "precise talent navigation" strategy to ensure that intellectual resources are effectively aligned with key segments of the industrial chain [7][9] Governance and Community Engagement - The district is focusing on grassroots governance by enhancing the penetration of quality resources to local communities, exemplified by successful community management initiatives [13][15] - Bao'an is also prioritizing healthcare accessibility through the establishment of a tiered medical system, improving service delivery in local health facilities [15] Future Development Goals - Bao'an aims to achieve a balance between quantitative growth and qualitative improvement, with a focus on modernizing its industrial base and enhancing living standards [17][18] - The district's development strategy includes eight major projects aimed at stimulating domestic demand, enhancing value, and fostering collaborative growth across urban and rural areas [18]

齐鲁晚报.齐鲁壹点王贝艺 2月3日上午9时，济南市槐荫区第十九届人民代表大会第五次会议开幕。会上，区委副书记、区长刘敬涛作政府工作 报告。 报告提到，培育新兴产业方面，2026年，槐荫区聚焦人工智能、生命科学、低空经济，抢抓科技革命和产业变革机 遇，加快汇聚新动能新优势。在人工智能领域，支持北方健康、开创集团等企业发展垂类大模型，打造医疗影像识 别、智能问诊等应用场景，建成10个人工智能应用场景示范项目，形成一批可复制推广的行业解决方案。在生命科学 领域，依托科技部细胞与基因药物资源转化库、山东脑科学与类脑研究院，布局细胞与基因治疗、AI医疗等赛道，引 育一批有发展潜力的优质企业。在低空经济领域，探索"低空+文旅""低空+医疗""低空+作业"模式，支持炫飞航空科 技、领飞科技等企业，开展垂直起降飞行器安全监控、无人机智巡平台等技术攻关，打造一批有影响力的低空经济标 杆企业。 ...

上海市第十六届人大四次会议2月3日上午在世博中心开幕。上海市市长龚正作《政府工作报告》。报告 表示，今年要深化国际经济中心建设。聚焦建设现代化产业体系，持续巩固壮大实体经济根基，在石 化、 钢铁等行业持续开展数智技术、绿色技术改造和产线升级，在 集成电路、 生物医药、 人工智能等 领域加快实施一批重大产业项目，积极支持智能网联 新能源汽车、 海洋经济、 低空经济、航空航天、 卫星互联网等产业发展，培育特色数字产业集群，大力推动服务业扩能提质、集聚发展。 ...

积极支持智能网联新能源汽车、海洋经济、低空经济、航空航天、卫星互联网等产业发展。 报告表示，今年要深化国际经济中心建设。聚焦建设现代化产业体系，持续巩固壮大实体经济根基，在 石化、钢铁等行业持续开展数智技术、绿色技术改造和产线升级，在集成电路、生物医药、人工智能等 领域加快实施一批重大产业项目，积极支持智能网联新能源汽车、海洋经济、低空经济、航空航天、卫 星互联网等产业发展，培育特色数字产业集群，大力推动服务业扩能提质、集聚发展。 据上观新闻，上海市第十六届人大四次会议2月3日上午在世博中心开幕。上海市市长龚正作《政府工作 报告》。 ...

当天发布的首批10个直升机起降点各具特色、可适配多元需求。松山湖悠兰里起降点路线可空中畅览湖光山色。东莞迎宾馆、东莞中心公园两大起降点聚焦 高端商务与定制化文旅包机需求，15分钟内可尽览同沙生态公园、黄旗山、国贸中心、玉兰大剧院等城市地标。水乡东莞西站起降点则对接深圳宝安机场、 蛇口邮轮母港等核心目的地。同时，东莞正谋划推出空中救护车、空中婚车等特色低空服务，让低空经济惠及民生。 南方日报讯 （记者/龚菊）2月2日，东莞市在城市空中交通网络发布会上启用全市首批10个直升机起降点，开通多条跨镇、跨市载人航线，并启动发放全省 首批地市级低空经济消费券。相关航线与服务精准对接松山湖园区、中心城区、水乡片区与深圳市的多个核心枢纽，标志着东莞低空交通发展迈出关键一 步，正式接入粤港澳大湾区低空交通网络，为区域低空经济协同高质量发展注入强劲动力。 低空经济依赖坚实的基础设施支撑。东莞正加快构建"3+2+7"低空基础设施布局体系（即3个测试场、2类起降枢纽、7类末端起降点），推动政务无人机"一 网统飞"全覆盖，年内计划新建超150个低空起降点，逐步实现重点区域"有机即有场、有场即可飞"。同时重点推进莞深"空中快线"常态化运 ...

Core Viewpoint - The article discusses Shanghai's strategic initiatives to enhance its industrial framework and position as a global high-end manufacturing hub, focusing on the development of key industries and the integration of traditional sectors with emerging technologies [3][4]. Group 1: Modern Industrial System - Shanghai's "14th Five-Year Plan" aims to establish a "2+3+6+6" modern industrial system, which includes promoting the digital and green transformation of traditional industries, accelerating the development of three leading industries, and focusing on six emerging pillar industry clusters [5][6]. - The three leading industries identified are integrated circuits, biomedicine, and artificial intelligence, with projected manufacturing output growth of 9.6% by 2025, including 15.1% for integrated circuits and 13.6% for AI [5][6]. Group 2: Talent and Financial Support - Attracting high-quality talent is crucial for the success of the leading industries, as they are capital and talent-intensive. Shanghai aims to leverage its advantages to recruit top global tech talent, particularly in AI [6]. - Financial support from various sources, including government and private capital, is essential to stimulate the vitality of the leading industries and create a complete ecosystem for development [6]. Group 3: Robotics Industry Development - Shanghai is positioned to become a global hub for the robotics industry, with recommendations to establish a dedicated "Shanghai Robotics Industry Development Task Force" to coordinate planning and implementation [10]. - The robotics sector is transitioning from technology validation to large-scale application, necessitating a focus on core technology breakthroughs and the establishment of a competitive industrial ecosystem [11]. Group 4: Emerging Industries and Future Focus - The article highlights the importance of developing six emerging pillar industries and six future key sectors, advocating for a layered approach to advance mature sectors while nurturing growth and identifying frontier sectors [7]. - The low-altitude economy is identified as a new growth point, with a target industry scale of approximately 800 billion yuan by 2028, emphasizing innovation and application in this area [12][13]. Group 5: AI and Data Security - The rapid development of the AI industry is underscored, with a focus on the three elements of AI: computing power, algorithms, and data. The article notes the need for standardized systems in GPU and software development to support this growth [15][16]. - The integration of blockchain technology with AI is proposed as a means to ensure data security and compliance, highlighting potential opportunities in data processing services and compliance auditing tools [16].

Group 1 - The core viewpoint of the news is the establishment of a comprehensive standard system for the low-altitude economy, focusing on five key areas: low-altitude aircraft, infrastructure, air traffic management, safety regulation, and application scenarios [1] - The "Four-Dimensional Integration" standard supply system aims to merge technical standards with management norms, domestic standards with international rules, mandatory standards with recommended standards, and basic standards with scenario standards [1] - New aviation technologies are characterized by intelligence, automation, and environmental sustainability, shifting the industry from serving a few to empowering various sectors, with significant potential in applications like precision agriculture and instant logistics [1] Group 2 - The national "14th Five-Year Plan" emphasizes accelerating the development of the aerospace and low-altitude economy industries, with local governments implementing supportive policies [4] - State-owned enterprises are increasingly establishing low-altitude economy companies, indicating a strategic focus on this emerging sector [4] - Initial application scenarios such as low-altitude logistics and low-altitude tourism are leading the way, with major eVTOL manufacturers securing orders and expanding overseas, showcasing a clear trend towards scaled industrial development [4]

盘前要闻 1、企稳信号初现！黄金白银双双反攻，杠杆抛售潮或近尾声 类型：行业 情绪影响：正面 周二，现货黄金高开，截至发稿黄金重回4800美元，日内涨超3%。现货白银向上突破83美元，日内涨 超5%。贵金属前两个交易日的暴跌让人惶恐，现货黄金上周五创下逾十年来最大单日跌势。分析指 出，量化基金去杠杆化、杠杆ETF和趋势跟踪策略头寸调整所引发的强制抛售潮，其主体部分可能已基 本释放。 2、护航万亿级赛道，十部门联合发布低空经济标准体系建设指南 类型：行业 情绪影响：正面 市场监管总局会同中央空管办等十部门联合发布《低空经济标准体系建设指南(2025年版)》。到2027 年，低空经济标准体系基本建立，基本满足低空经济安全健康发展需求。到2030年，低空经济领域标准 超过300项 ，结构优化、先进合理、国际兼容的低空经济标准体系基本形成，为低空经济安全健康发展 提供有力支撑。 3、中共中央、国务院：要建成以首都为核心的世界一流都市圈 类型：宏观 情绪影响：正面 中共中央、国务院发布关于《现代化首都都市圈空间协同规划(2023-2035年)》，规划指出，首都都市圈 是优化提升和服务保障首都功能的重要地区，要围绕完善首 ...