2026国际低空经济博览会新闻通气会9月19日在国家会展中心（上海）举行。记者从该场通气会上获 悉，已闭幕的2025国际低空经济博览会推动了低空领域的商业转化，洽谈意向订单超400单。其中，沃 兰特航空与泰国泛太平洋集团签署的500架eVTOL采购协议，总金额达17.5亿美元；美国天空实业 Seabee水陆两栖飞机洽谈意向订单超过400架。本届博览会吸引了近300家企业参展，展品覆盖无人机、 eVTOL（电动垂直起降飞行器）、飞行汽车、低空基础设施等产业链企业参展，展出面积6万平米，累 计接待观众超5.52万人次。 ...

Core Viewpoint - The capital market is increasingly focused on the future trends of military equipment, particularly in light of recent military exhibitions and the overall recovery of the military industry after a period of adjustment [2][4]. Military Industry Trends - The military sector has seen a recovery in its overall industry climate, with recent performances of listed companies indicating improvements [2]. - The recent military parade showcased many new types of equipment, exceeding market expectations, which has positively influenced the military sector's stock performance [2]. Investment Focus Areas - Investors are particularly interested in the future development trends of showcased military equipment, as these may indicate which products will see increased production in the next five years [3]. - The capital market also pays attention to the technological performance of military equipment, focusing on long-term industry development trends rather than short-term impacts [4]. Emerging Technologies - New types of equipment, such as laser weapons for anti-drone applications, are gaining attention for their potential wide-ranging applications in emerging fields [5]. Military Equipment Segmentation - The military sector can be segmented into various fields, including aviation, aerospace, naval, ground equipment, and information technology [6]. - Different segments have varying investment values, with aviation equipment typically following a "big single product" logic due to its long lifecycle, while aerospace equipment tends to be more diversified [8]. Investment Strategy - Investment strategies should focus on areas with significant growth potential and trends, particularly those that are poised for increased production [9]. Market Volatility - The military sector is characterized by volatility, influenced by high barriers to entry and the sensitive nature of some information, which can affect investor confidence [10]. Low-altitude Economy - The low-altitude economy is rapidly developing, with significant interest from capital markets and various application scenarios emerging, such as low-altitude logistics and inspection services [13][15]. - The feasibility of business models in the low-altitude economy is crucial, with government often being the primary payer for services like inspections [16]. Future Outlook - The low-altitude economy is expected to become a significant growth point within the aerospace sector, supported by ongoing infrastructure development and a wide range of applications [17].

央广网上海9月19日消息（记者 冯丽）9月19日，记者从2026国际低空经济博览会新闻通气会上获悉，以"驭低空 新势，启经济新篇"为主题的第二届国际低空经济博览会，将于2026年7月22日至25日在国家会展中心（上海）举 办。 博览会关注低空企业发展需求，通过主题展览、专业论坛、演示体验、奖项评选，商业路演，直播专访和对接活 动等丰富的内容和形式，为参展商深度链接上下游精准客群，联动多类生态伙伴合作。 顾春霆透露，2026博览会将进一步聚焦"低空应用场景"，通过展示、会议以及活动等多个维度聚焦应用场景的落 地，通过商旅文体展联动，推动低空生态融合发展，并从产业端向消费端延伸，为低空经济管理、研究、生产、 2026国际低空经济博览会新闻通气会现场（央广网记者 冯丽 摄） 服务与应用等领域的展商和观众，打造展示交流平台。 2026博览会将立足推动低空经济高质量发展，加速低空应用场景深度挖掘和实践落地，驱动产业链、应用链、生 态链"三链"融合共生，描绘协同高效的健康发展体系；以安全为切入点，聚焦行业创新与实践成果，集中展现低 空经济领域"三新"：新技术、新成果和新方向，为行业发展提供清晰路径指引。 上海市国际贸易促 ...

【编者按】在深圳华强北的街头，橙马甲志愿者手持 AI 翻译机为外国客商指引路线，无人机在低空穿梭运送货物，一米柜台前金发碧眼的采购商 正通过直播设备与海外客户连线看样。这座曾经以电子元器件闻名的电子街，正蜕变为全球新质生产力的策源地。 21世纪经济报道记者 李金萍 深圳报道 深圳华强北的一家无人机店内，100㎡的店铺在周末也人头攒动，店员为避免人流拥挤易读在门口拉起围栏。 "入境消费客群占四成左右，在门店的外国顾客中，欧美客户占比70%。"该店店员告诉南方财经记者，他们更喜欢买一款第一视角飞行体验无人 机。 中国多个城市正在建设国际化街区，最新的案例是深圳华强北。这座闻名遐迩的"中国电子第一街"，正在推出一揽子措施，全力打造国际化"无界 街区"。 记者获悉，2025年上半年，华强北商圈日均客流量已达75万人次，同比增长50%；其中外籍人士超过7000人次，同比翻番。 布局建设国际化街区，向来是一座城市提升国际化水平，打造国际消费中心城市的重要方面。 （原标题：每天7000老外涌入华强北 "无界街区"链动全球创新） 2019年，深圳出台意见，于全国率先提出创建国际化街区，提升城市国际化水平。2022年，深圳发布 ...

公司成立以来，在全市范围内选定38处地点，部署近30处无人机自动机巢，根据客户实际需求与飞行饱和度，灵活动态调整服务位置，实现服务半径4公 里内的全域覆盖，确保低空巡检随需而动、无缝衔接。深度挖掘低空资源，开发应用公安警务巡查、高速交通疏导、交通巡检、公路工程施工巡检、公路 养护巡查、边防港口巡检、生态环境治理等12项低空生态应用场景，实现了低空资源的高效整合与低空应用场景的深度融合，为城市精细化治理、公共服 务提质增效提供了技术支撑与解决方案。 近日，日照交通能源发展集团低空经济公司迎来发展里程碑，低空巡检航线达到125条，巡检总里程跨越1180公里，标志着公司在低空领域的服务能力与 运营规模迈上新台阶。 下一步，低空经济公司将进一步优化低空产业布局，激活平台资源优势，升级场景运营服务，全力构建覆盖更广、效率更高、体验更优的低空服务生态新 格局。 ...

下一步，低空经济公司将进一步优化低空产业布局，激活平台资源优势，升级场景运营服务，全力构建覆盖更广、效率更高、体验更优的低空服务生态新 格局。 公司成立以来，在全市范围内选定38处地点，部署近30处无人机自动机巢，根据客户实际需求与飞行饱和度，灵活动态调整服务位置，实现服务半径4公 里内的全域覆盖，确保低空巡检随需而动、无缝衔接。深度挖掘低空资源，开发应用公安警务巡查、高速交通疏导、交通巡检、公路工程施工巡检、公路 养护巡查、边防港口巡检、生态环境治理等12项低空生态应用场景，实现了低空资源的高效整合与低空应用场景的深度融合，为城市精细化治理、公共服 务提质增效提供了技术支撑与解决方案。 近日，日照交通能源发展集团低空经济公司迎来发展里程碑，低空巡检航线达到125条，巡检总里程跨越1180公里，标志着公司在低空领域的服务能力与 运营规模迈上新台阶。 ...

当前，低空经济是东莞市八大重点战略性新兴产业之一，处于产业培育初期。此次《若干措施》借鉴了 广州、深圳、成都等先进城市的成功经验，力破产业基础、应用场景、支撑体系、区域协同等方面的发 展掣肘，系统规划低空经济发展的路径和方向，为推动东莞经济高质量发展注入新动能。 经济观察网 据"东莞发布"，9月15日，《东莞市支持低空经济高质量发展的若干措施》（下称《若干措 施》）正式发布，围绕加强低空基础设施支撑、打造低空飞行示范应用场景、支持低空产业强链补链、 完善低空产业配套保障等四大方面，提出十四条具体举措，以真金白银的硬举措鼓励发展新技术、新业 态、新模式，着力构建低空经济高质量发展生态体系，培育壮大经济新增长极。 （原标题：真金白银支持！"起飞"，东莞准备好了！） ...

西南证券认为，国家战略聚焦低空经济新赛道，各地相继出台低空经济发展纲领性政策，国资央企密集 成立低空经济公司。从应用场景来看，低空物流、低空旅游等应用场景先行，其他领域亦在积极探索过 程中。头部eVTOL主机厂订单激增，低空经济产业链规模化发展态势清晰。 国泰海通证券认为，1）低空经济本质是空域资源的高效开发与立体化产业协同，当前行业配套政策正 日趋完善。2）消费级市场初露锋芒，工业级低空场景方兴未艾。中商产业研究院数据显示，2023年中 国工业无人机及其相关服务产业市场规模达1134亿元，相较于消费级低空市场展现出更高发展潜力。 3）无人机产业化进度较快，政策标准仍有完善空间。无人机是低空经济领域增长最为显著的赛道之 一。4）低空经济相关政策逐步细化，行业日趋成熟。随着行业规模不断扩大，布局相关产业链的企业 将率先受益，投资价值凸显。 2025全国低空经济产教融合发展大会（天津）于9月19日至21日举办。 ...

Core Viewpoint - The integration of smart electric vehicles, humanoid robots, and low-altitude travel is accelerating, with the potential to form a "converged intelligent industry" that will drive economic growth and international expansion [1][2]. Group 1: Market Size and Growth - The market size for China's converged intelligent "three major components" is expected to exceed $50 billion this year, with projections of nearly $240 billion globally and over $120 billion in China by 2030 [1]. - The "new three items" for overseas expansion, including new energy vehicles, power batteries, and photovoltaic technology, have significantly contributed to China's outward-oriented economic development [1]. Group 2: Strategic Recommendations - To promote the integrated development of smart vehicles, humanoid robots, and low-altitude economy, it is recommended to reduce costs and increase efficiency in manufacturing to achieve scale advantages [2]. - Companies should expand from single-component production to the converged field, collaborating across supply chains and developing common technology platforms [2]. - There is a need to accelerate the expansion into international markets, treating them as a "second starting line" to seize global opportunities [2]. - The industry should shift from a single-industry development mindset to a coordinated development approach, enhancing planning for application scenarios, infrastructure, and computing power systems [2].

Core Viewpoint - The 2025 36Kr Industry Future Conference, co-hosted with the Ministry of Commerce, focuses on key sectors such as artificial intelligence, low-altitude economy, advanced manufacturing, new energy, and large consumption, aiming to discuss development paths and industry future [1] Group 1: Industry Overview - The conference emphasizes the importance of collaboration among government, capital, and industry to address challenges in the low-altitude economy [1] - The low-altitude economy has been recognized in national strategic reports, indicating its growing significance [3] - The industry is transitioning from niche innovation to a more widely recognized economic model, with a focus on public understanding and acceptance [7] Group 2: Company Insights - EHang is a pioneer in the eVTOL sector, with its EH216-S being the only eVTOL product globally with all necessary certifications, aiming to transform urban air mobility [4] - PeakFly has achieved significant milestones in eVTOL development, including successful test flights and regulatory approvals, focusing on logistics and human mobility [5][8] - Zero Gravity Aircraft is advancing its eVTOL products and aims to establish a comprehensive supply chain through market activation [9][17] - Volant is developing high-capacity eVTOLs and has recently completed its first flight, marking a significant step in its engineering development [6] Group 3: Investment Landscape - Investment in the low-altitude economy has surged, with a 50% increase in financing activities compared to the previous year, totaling over 7.5 billion RMB [12] - Investment trends show a shift towards early-stage funding and a focus on core technologies and key components within the industry [12][14] - The long-term potential of the low-altitude economy is emphasized, with expectations for significant growth over the next decade [13] Group 4: Future Outlook - The low-altitude economy is expected to become a major contributor to economic growth, with a focus on creating a safe, efficient, and environmentally friendly transportation network [15] - Companies are actively working on establishing operational ecosystems and addressing regulatory challenges to facilitate market entry and growth [18] - The industry anticipates a shift in consumer behavior towards embracing low-altitude transportation solutions, which will be crucial for its maturation [15]