Core Viewpoint - The Civil Aviation Administration of China (CAAC) has issued an emergency notice prohibiting passengers from carrying power banks without CCC certification, unclear CCC markings, or those that are recalled on domestic flights starting June 28, 2025. DJI confirms that its drone batteries do not fall under the power bank category and are not subject to the new CCC certification requirements [1] Group 1 - The new regulation specifically targets power banks and does not affect the security inspection requirements for camera lithium batteries [1]

Group 1 - Company Guoanda (300902) has signed an investment agreement with Shenzhen Kewitai Industrial Development Co., Ltd. to increase its shareholding to 19.81%, driven by strong order certainty for Kewitai this year, which is expected to contribute to performance growth [2] - Kewitai is recognized as a national high-tech enterprise and a national-level specialized and innovative "little giant" enterprise, focusing on the research and manufacturing of industrial-grade drone systems and wireless video transmission technology for over 20 years [2] - The investment aims to strengthen the strategic collaboration between Guoanda and Kewitai in the industrial-grade drone development and market application sectors, enhancing the integration of technology and market [3] Group 2 - Guoanda has established a comprehensive emergency rescue support base in collaboration with the Zhangzhou Emergency Management Bureau and the Huian County People's Government, which recently became operational [3] - The base is equipped with over 40 types of emergency materials and equipment, including Guoanda's self-developed drones, firefighting robots, intelligent firefighting vehicles, and micro firefighting stations [3] - The company is actively exploring new technologies and application models in the emergency rescue field, promoting the intelligent upgrade of emergency equipment and continuous improvement of rescue efficiency [3]

Group 1 - A large marine drone showcased at the China International Small and Medium Enterprises Expo, produced by Hainan Airy Technology Co., Ltd, is designed for marine equipment deployment and has applications in logistics, emergency rescue, and forest firefighting [2] - Hainan's participation in the expo included 30 quality enterprises, highlighting the province's advancements in marine technology and its commitment to the national marine power strategy [2][3] - The deep-sea microbial sampler from Hainan Lionfish Deep Sea Technology Co., Ltd is designed for deep-sea microbiology research and has already been exported to Chile, marking it as the province's first set product [3] Group 2 - Companies like Hainan Wisdom Maritime Technology Co., Ltd and Hainan Water Sound Technology Co., Ltd showcased their innovations in deep-sea technology, with several products recognized as provincial "first sets" or meeting international advanced standards [2][3] - In the field of artificial intelligence and information technology, companies such as Zhuoshijia Technology (Hainan) Co., Ltd presented their leading products, demonstrating Hainan's innovation in the digital economy [3] - The intelligent rubber tapping machine from Hainan Rubber Intelligent Manufacturing Co., Ltd automates the rubber tapping process, addressing labor shortages and promoting a shift from labor-intensive to technology-intensive production in the natural rubber industry [4]

Economic Indicators - China's manufacturing PMI for June and Caixin manufacturing PMI will be released this week [1] - The U.S. will report June unemployment rate and non-farm payroll changes [1] Stock Market Developments - A total of 68 stocks will be released from lock-up this week, with a combined market value of approximately 81.671 billion yuan [3] - The top three stocks by lock-up value are: Zhong Wunong Drone (20.02 billion yuan), Dize Pharmaceutical-U (13.272 billion yuan), and Gai Lun Electronics (6.942 billion yuan) [3][4] Government and Policy Updates - The State Council, led by Premier Li Qiang, is focusing on enhancing the country's technological self-reliance and innovation capabilities [5] - The People's Bank of China suggests increasing monetary policy adjustments to guide financial institutions in boosting credit supply [7][8] International Relations - Wang Yi, China's Foreign Minister, will visit the EU headquarters, Germany, and France for high-level strategic dialogues [6] Regulatory Changes - The Shanghai Stock Exchange and Shenzhen Stock Exchange are proposing to adjust the price fluctuation limit for risk-warning stocks from 5% to 10% [11][12] Market Outlook - Analysts suggest that the A-share market may experience a volatile upward trend, with three main lines of investment opportunities: high safety margin assets, technology sector, and consumer sectors boosted by policy [25]

今日导读 1. 6月30日，中国国家统计局将发布采购经理指数(PMI)月度报告。本周，欧盟将发布6 月欧元区CPI、5月欧盟PPI以及5月欧元区M1、M2、M3等经济数据；美国将发布5月全 部制造业新增订单、6月失业率、6月平均时薪以及6月非农就业人口变动等经济数据。 2. 根据香港交易所《香港证券市场联交所买卖之股份交收费结构修订的实施》公告，自 2025年6月30日（周一）起，香港市场的股份交收费由此前的按成交金额的0.002%收 取，调整为按成交金额的0.0042%收取，并取消最低2港元和最高100港元的收费限额。 对内地投资者而言，如参与港股通、B转H、H股"全流通"等交易，需要关注新的股份交 收费标准。 3. 6月17日，广州视源电子科技股份有限公司向港交所递交招股说明书。 5、 6月28日至6月29日，2025上市公司论坛在浙江省温州市举行。论坛上，上交所副总经理王泊、深 交所副总经理李辉、北交所副总经理周箴，分别就资本市场服务新质生产力等话题进行发言，并介绍 下一步改革发展方向。 6、 央视新闻消息， 中国物流与采购联合会29日公布今年前五个月物流运行数据。数据显示，物 流运 行呈现总体平稳、结 ...

聚焦创投圈投融资最新情报。 近日，国内低空智能机器人领军企业星逻智能宣布完成超亿元B+轮融资，本轮由苏州港航集团领投，临港前沿投资联合领投。此次融资将重点用于新 能源机器人产品化以及城市低空经济应用，进一步巩固星逻智能在无人机AI与新能源智能运维领域的领先地位。 作为中国低空经济领域的开拓者，星逻智能自2017年成立以来始终专注于无人机赋能技术的研发与商业化落地。公司推出的中国首台无人机机库、首 台无人机光伏巡检无人化系统等创新产品，已覆盖了全球超700个新能源场站，超40个区县低空应用，产品已应用于欧洲、东南亚、日本等地。 此次B+轮融资是继2024年6月的亿元级B轮融资后的又一里程碑，标志着星逻智能在新能源智维与低空城市领域的战略布局进入产业化阶段。 近日，蓝芯算力（深圳）科技有限公司（简称"蓝芯算力"）分别完成Pre-A轮及Pre-A+轮融资，获数亿元投资，由深创投和南山战新投联合领投、联想 创投、高伟达、金沙江联合、投控东海、银杏谷资本等共同跟投。据了解，蓝芯算力的Pre-A++轮也接近尾声，仍有数亿元的投资。本次融资主要用于 蓝芯算力服务器芯片的流片与量产、新一代服务器产品研发投入等。 自成立以来， ...

不仅在农业场景下的应用日益完善，以"低空+"赋能全行业的浪潮正在珠江两岸"涌动"。数据显示，广 东省累计开通无人机航线超700条，无人机物流配送年飞行近80万架次，同时正加速构建全省30分钟航 空医疗救援网络。低空经济已在城市治理、空中交通、应急救援、低空文旅等多个场景崭露头角。 走进广东空天科技研究院研发厂房，一款个人飞行载具吸引了记者的目光。 在深圳市龙岗区的一处户外测试场地上，一台配备60升水箱的农业无人机缓缓升空，在到达预定高度 后，一边盘旋一边向下方的草坪进行喷洒作业。 这台正在演示的"Q100"农业无人机来自深圳联合飞机科技有限公司，目前已在国内多地投入使用，并 出口东南亚等国际市场。 参加"活力中国调研行"主题采访活动的记者们看着无人机的演示纷纷感慨：科技创新正让人们的生产生 活更加便捷。 2023年研制这款农业无人机时，该公司工业设计师唐安澜和同事深入东北、安徽、广东等地农村考察， 详细记下田间地头的实际需求。他发现，南方丘陵地区与东北平原在道路宽度、种植规模和运载无人机 的交通工具等方面都有所区别。 "在平原地区，不少农民用皮卡货车搬运无人机，而丘陵地区的农户则多用小型三轮车运无人机，我们 ...

点击上图▲立即收听 " 中国有能力让全球无人机产业停摆一年。 " 文 / 巴九灵（微信公众号：吴晓波频道） 近日，奇怪的一幕出现了： 6月24日，根据美国科技媒体TheVerge走访，占据美国80%市场份额的 大疆无人机产品，从美国百思买的商场的货架上"消失"了，连价格标签都 被撤下，网站上也难以购买到大疆的新产品，仅有几台老款翻新在售，但价格高得离谱。 由此引发了一些联想后， 大疆发言人黛西・孔对此回应称："大疆仍然致力于美国市场。正如我们之前所分享的，大疆一直在与美国海关与边境保 护局(CBP)合作，解决一个与海关问题相关的误会。不幸的是，这影响了我们的无人机和零件的备货和进口。我们理解客户的失望，但仍然希望此 问题能够得到解决。" 美国人对中国无人机的"怕"与"爱"不算什么冷知识。 说它怕，自2017年开始，他们便以"数据安全隐患"为由，对大疆在美国的销售实施了限制措施。2019年后至今，从"禁止政府机构使用"到呼吁"征 收更高关税"，对中国无人机的举措层出不穷。 特朗普上台后，就在半个月前，还签署了三项行政命令，加强美国对无人机威胁的防御能力，同时减少对中国等外国无人机制造商的依赖。 但8年下来，美国 ...

中新网绍兴6月28日电(项菁)累计引入低空经济产业项目18个，计划总投资超266亿元；今年前4月，低 空经济规上企业产值达11.4亿元；"绍兴造"中大型无人机正式下线…… 会议现场。袁云摄 绍兴市地处长三角南翼，入选首批"国家级通航产业综合示范区"。其中，越城区空域结构矛盾小、低空 开放条件好，今年成功入选浙江省首批低空经济"先飞区"试点。 布局低空经济，涉及方方面面。越城区如何"先飞"？ 当日，"云龙3中大型固定翼无人机"正式在绍兴下线，标志着中大型无人机"绍兴造"成为现实。据悉， 该无人机生产企业于2024年11月签约落户越城区，未来将逐步开展多款中大型系列无人机系统的研发、 生产、销售业务。 6月28日，浙江省绍兴市越城区举行低空重大招商项目投产下线、集中签约暨高水平建设全省低空经 济"先飞区"试点推进会，其间公布上述最新动态。 当前，浙江正将低空经济作为因地制宜培育新质生产力、建设现代化产业体系的关键领域。浙江省交通 运输厅厅长蔡洪在会上表示，接下来，该厅将强化规划、项目、试点、资源协同，尽最大努力为浙江各 地低空经济发展、为企业家们创新创业提供优质服务。(完) 绍兴市委常委、越城区委书记徐军在会上介 ...

Market Overview - A-shares experienced a strong performance early in the week, with the Shanghai Composite Index surpassing 3400 points and reaching a new high for the year, followed by a slight adjustment later in the week [1] - Weekly trading volume increased significantly to 7.43 trillion yuan, the highest in two and a half months [1] - Margin trading saw a net buy of over 25.6 billion yuan, the largest weekly net purchase in four months [1] Sector Performance - The computer and non-bank financial sectors attracted over 4 billion yuan in net buying, while the electronics sector saw over 3.5 billion yuan and the power equipment sector over 2.6 billion yuan in net buying [1] - The real estate and construction decoration sectors experienced net selling of over 200 million yuan, with textiles, coal, and oil and petrochemicals also facing slight net selling [1] Capital Inflows - The computer sector received over 48.1 billion yuan in net inflows from major funds, with electronics, non-bank financials, and power equipment sectors each attracting over 30 billion yuan [1] - The defense and military industry saw net inflows exceeding 25.1 billion yuan, while communication, machinery, automotive, and basic chemicals also received over 10 billion yuan each [1] - Banking, oil and petrochemicals, and public utilities sectors experienced net outflows exceeding 2 billion yuan, with food and beverage and beauty care sectors also seeing slight outflows [1] Military and Metal Sectors - The military sector strengthened significantly following the approval of a restructuring plan, with the ground equipment index rising 20.81% and reaching an 8-year high [2] - Leading stocks in the military sector, such as Changcheng Military Industry, saw a cumulative increase of over 91% in the past eight trading days [2] - Metal sector stocks also performed well, with industrial metals, rare metals, and rare resources indices all achieving new highs [2] - Lithium carbonate futures surged by 6.24%, while copper, zinc, and other main contracts also saw five consecutive days of price increases [2] Future Outlook - Domestic policy is expected to gradually improve terminal demand, with metal demand elasticity set to increase [3] - Supply constraints for metals like copper and aluminum are anticipated to continue, leading to a tightening supply-demand situation [3] - Market sentiment indicators suggest potential for further index increases, but caution is advised regarding the brokerage sector's role in market movements [3]