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从新材料到低空经济,长三角企业前往广东寻找商机
Xin Lang Cai Jing· 2025-06-21 03:29
智通财经记者 | 张熹珑 广东、江苏、浙江均为国内经济强省,眼下正在互相取经、寻求产业链协同。 6月19日,2025珠三角与粤东西北经贸合作招商会在广州举办。本次招商会共达成电子信息、新能源、 新材料、食品加工、低空经济等产业领域的投资项目661个,投资总额3022亿元;其中21个重点项目进 行了现场签约,投资金额409亿元。 该会议今年为第三届。与往届不同的是,今年邀请了江浙企业以组团形式参加,并前往不同地市考察。 会上,部分江浙和上海企业进行了落地项目签约。如浙江创富新材料有限公司计划在江门市落地高端新 型材料研发智能制造基地项目,年产值预计10亿元;江苏智荟港科技产业集团将在佛山市落地智荟港低 空装备制造基地,万洋众创城投资集团则计划在汕头市落地科技城项目。 广东、江苏、浙江的经济活力在国内位于前列,2024年GDP分别达到14.16万亿元、13.7万亿元和9.01万 亿元,位居国内第一位、第二位和第四位。位于东部沿海经济发达地区、民营企业活力强、制造业基础 雄厚,是三个省份的共同点,同时也都处于培育新动能、产业升级的阶段。 广东面向长三角企业的招商,经历了从劳动密集型到技术密集型的转变。改革开放后,江 ...
【投资视角】启示2025:中国低空物流行业投融资及兼并重组分析(附投融资事件、产业基金和兼并重组等)
Qian Zhan Wang· 2025-06-21 01:10
Group 1 - The low-altitude logistics industry in China has seen a low level of investment and financing activity, with a significant increase in investment amount in 2021 to 680 million yuan, followed by a surge to 2.27 billion yuan in 2024 [1][8] - Investment rounds in the low-altitude logistics sector are primarily early-stage, focusing on A-round and angel financing, indicating that the industry is still in its developmental phase with many innovative companies seeking funding for technology development and market expansion [2][8] - The majority of financing events in the low-altitude logistics industry are concentrated in Zhejiang, Beijing, and Shanghai, with Zhejiang leading at 7 events, followed by Beijing with 3 and Shanghai with 2 [6][8] Group 2 - The primary focus of investment in the low-altitude logistics industry is on drone delivery, with several significant financing events recorded from 2016 to 2025 [8][9] - Investors in the low-altitude logistics sector are predominantly capital organizations, accounting for 92% of the investment, with notable investors including Sequoia China and Matrix Partners [5][8] - There are numerous industry investment funds related to low-altitude logistics, although no private equity funds specifically for low-altitude logistics have been identified [12][8] Group 3 - Vertical acquisitions to expand business areas have become mainstream in the low-altitude logistics industry, with several notable mergers and acquisitions recorded from 2016 to 2025 [15][8] - The overall investment and merger activity in the low-altitude logistics industry remains low, with a concentration of investments from capital institutions primarily in Zhejiang, Beijing, and Shanghai [8][16]
科创板深化改革提升制度包容性 第五套标准扩大适用范围 更多“硬科技”企业受益
科创板第五套上市标准扩大适用范围消息发布后,商业航天、低空经济、人工智能等领域的多位企业人 士对中国证券报记者表示,此举将帮助企业加快转化科技成果。 "商业航天具有投入高、周期长的特点,企业难以在较短时间内实现盈利。现阶段亟待A股IPO政策的支 持。"夏东坤说,扩大科创板第五套标准适用范围,对于支持中国商业航天产业来说是一场"及时雨"。 新一轮科技革命和产业变革加速演进,完善更加适配科技创新和产业变革的金融服务体系,资本市场大 有可为。近日,证监会以深化科创板、创业板改革为抓手,提出一系列新举措,加快构建更有利于支持 全面创新的资本市场生态。本报今起推出"打造更适配创新的资本市场"系列报道,多维度、多视角解读 政策精神,关注具体措施落实情况,展现资本市场改革发展新风貌、新气象。 以设置科创成长层为抓手,科创板迎来新一轮改革,重启未盈利企业适用科创板第五套标准上市并扩大 适用范围是其中的重要举措。 市场人士认为,重启并扩大适用科创板第五套上市标准,极大地提升了科创板的制度包容性和对新质生 产力的支持力度,从长期看,也有利于广大投资者分享国家创新发展的成果。 中国证券报记者日前了解到,监管部门将借鉴生物医药行业适 ...
ETF批量上新!航空航天、低空经济、商业航天“三巨头”怎么挑?
市值风云· 2025-06-20 10:03
编辑 | 小白 在技术迭代与政策共振的推动下,航空航天、低空经济和商业航天三大领域正从幕后走向台前,跃升 为备受资本市场瞩目的新增长方向。 未来10年的投资蓝海。 它们不仅承载着国家战略转型的关键使命——从"航天大国"迈向"航天强国",也孕育着数万亿级的市 场空间。对于普通投资者而言,通过ETF基金来参与这些领域的投资,已成为分享产业红利的重要途 径。 作者 | 紫枫 风云君注意到,今年多家基金公司不约而同地发布多只这3大领域的ETF,今天我们将系统梳理目前 能交易的相关ETF基金,给咱们的老铁们多一些投资这3大新质生产力重要领域的工具。 ...
2025珠三角与粤东西北经贸合作招商会举办 达成投资项目661个 总额3022亿元
"梅州市免费提供40万平方米标准厂房、1万平方米办公场所""汕头市连续4年在省营商环境评价中居粤 东西北城市首位""湛江市组建百亿级产业基金"……6月19日,在广州举行的2025珠三角与粤东西北经贸 合作招商会上,各地市有关负责人向企业家热诚推介本地特色。 "河源商机无限、开放包容,是粤港澳大湾区北翼充满活力的增长极。"河源市委书记何国森介绍,当地 不仅拥有6000亩工业熟地,而且企业从"拿地"到"开工"仅需3个工作日。 阳江市副市长郑伟珍介绍,阳江全市发电装机容量居广东第一,每年可提供绿电超20亿千瓦时、可溯源 比例70%以上,是出口导向型企业的理想落户地。 韶关市市长陈志清介绍,韶关是"东数西算"工程粤港澳大湾区算力枢纽节点,同时还是全省唯一的"原 料药监管创新基地",拥有5000亩稀缺三类工业用地。 "云浮金属智造、绿色建材、现代农业三大千亿产业集聚发展,电力能源、生物医药、低空经济、AI机 器人等产业迅猛发展,是大企业、大项目、大产业布局的重要战略选择之地。"云浮市市长李庆新推 介。 据初步统计,本次招商会共达成电子信息、新能源、新材料、食品加工、低空经济等产业领域的投资项 目661个,投资总额302 ...
第三届新型智慧城市(产业)论坛在成都召开
Zhong Guo Jing Ji Wang· 2025-06-20 09:35
6月20日,由四川省智慧城市数字科技创新促进会(以下简称川智会)主办的第三届新型智慧城市(产 业)论坛在成都召开。本次论坛以"低空经济赋能·智慧生态共生"为主题。致力于探索新型智慧城市的发 展路径,加快构建城市治理现代化新格局,为"成渝地区双城经济圈建设"探索新型智慧城市发展路径的 关键实践。 此外,来自中国民用航空飞行学院、中国科学院大学、电子科技大学航空航天学院等专家学者分别 就低空经济人才培养模式、关键要素解析等主题进行分享,提供了理论与实践的深度结合。来自企业界 的代表也带来了前沿技术分享。 论坛最后,川智会党支部书记袁金延作闭幕致辞。他指出,本次论坛不仅是一场智慧盛宴,更是一 次产业协作的新启程,论坛汇聚了多方智慧力量,聚焦无人机、空中交通、智慧物流等低空经济应用场 景,展示了智能技术在城市生态建设中的广阔前景。 未来,川智会将凝聚多方力量,着力"搭平台、促协同、强规范",持续推进智慧城市建设,服务政 府决策、赋能产业发展、满足人民群众对高品质生活的期待,为成渝地区双城经济圈和全国智慧城市建 设贡献"四川智慧"。 会上,川智会会长、中科院成都信息技术股份有限公司董事王晓东做了主题讲话,他指出,低空经 ...
“抢占”低空,成都正在“重仓”场景
Sou Hu Cai Jing· 2025-06-20 08:52
Core Viewpoint - Chengdu is rapidly developing its low-altitude economy, with Pengzhou emerging as a leading area for innovation and application in this sector, supported by significant government policies and funding [3][4][5]. Group 1: Government Initiatives and Support - Chengdu has released a list of 39 supply and 48 demand scenarios to promote low-altitude economic development, with Pengzhou designated as a comprehensive demonstration area [3]. - A recent event in Pengzhou announced a cooperation list featuring 96 million in policy subsidies and a 3 billion industry fund to support low-altitude economic projects [3][5]. - The government is focusing on creating a complete industrial chain from manufacturing to testing, with significant investments in infrastructure and support for innovation [5][9]. Group 2: Industry Growth and Development - Chengdu aims to achieve over 2 million drone flights by 2024, representing a 25% year-on-year increase, and has established 22 low-altitude application scenarios and 92 flight routes [5]. - The city has attracted over 500 companies in the low-altitude economy sector, creating a comprehensive system that covers research, manufacturing, operation, and services [5][9]. - The low-altitude economy is projected to exceed 90 billion in scale by 2024, indicating rapid growth and development in this industry [5]. Group 3: Key Projects and Collaborations - The "Sky Eye" national-level unmanned aerial vehicle testing base in Pengzhou is a crucial platform for validating low-altitude economic products and facilitating their market entry [6][9]. - Fourteen significant projects were signed during a recent event, including collaborations in low-altitude safety systems and data analytics, which will enhance the region's economic landscape [6][9]. - The establishment of a 3 billion low-altitude economic industry fund aims to empower various sectors, including low-altitude tourism, logistics, and security [9].
2025“投资成都”全球招商大会低空经济产业应用场景对接会在成都彭州召开
Mei Ri Jing Ji Xin Wen· 2025-06-20 05:08
Group 1 - The "Investment Chengdu" global investment conference series included a low-altitude economy industry application scenario docking meeting held in Chengdu, attracting over 100 companies, experts, and industry association representatives to discuss industry trends and cooperation needs [1] - The event focused on the "Chengdu-Deyang-Meishan-Zigong low-altitude economy coordinated development," resulting in a signing ceremony for 14 significant cooperation projects in core areas of the low-altitude economy, including projects from China Tower and Fudan University [1] - Chengdu's Transportation Bureau provided a detailed introduction to the development and scenario cultivation of the low-altitude economy, with Deyang and Meishan promoting the opportunity to build a western low-altitude economy center [1] Group 2 - Pengzhou, as a comprehensive demonstration zone for Chengdu's low-altitude economy, released a cooperation list covering six key areas, including policy support and talent cultivation, with a policy subsidy of 96 million and a 3 billion industry fund matrix ready to launch [2] - The conference featured a static display area showcasing key components of the low-altitude manufacturing industry and dynamic demonstrations of five practical scenarios, including low-altitude logistics and emergency response [2] - Chengdu is focusing on developing new productive forces to drive innovation in the low-altitude economy, with Pengzhou aiming to create a vibrant development policy and market prospects for broader investment opportunities [2]
聚焦“合作·创新·未来” 这场招商大会释放什么新信号
Si Chuan Ri Bao· 2025-06-20 03:42
抢抓机遇 多重战略叠加,加快招商引资促发展 6月18日下午,吉利控股集团董事长李书福参加完全球招商大会主活动后,马不停蹄来到吉利学院,为该校的 成都世运会志愿者代表授旗。当天正是成都世运会倒计时50天,在他看来,举办世运会,象征着成都这座城市的 开放包容,在走向未来的进程中充满了激情斗志。 当前,随着《成都市国土空间总体规划(2021—2035年)》获国务院批复,成都被赋予"三中心一基地"的城 市核心功能定位。在新时代推动西部大开发、成渝地区双城经济圈建设等多重战略机遇叠加下,此时举行全球招 商大会,正是成都抢抓机遇,搭建深层次开放合作平台,以招商引资促发展的一次有力举措。 抢抓机遇的底气何在?主活动现场透露一组数据—— 二0二五"投资成都"全球招商大会主活动会场外,"金融超市"展台吸引不少与会嘉宾参与体验。记者 华小峰 摄 6月19日,2025"投资成都"全球招商大会(以下简称全球招商大会)举行的第二天,两场产业对接活动陆续展 开,分别聚焦低空经济和生物医药,谈合作、签项目。 从2025成都国际友城合作与发展大会、第二十届中国西部国际博览会、第二届"一带一路"科技交流大会到全 球招商大会,多场高规格国际盛会 ...
未盈利企业也能上市,这事怎么看?
Jing Ji Wang· 2025-06-20 02:58
本刊记者 郑扬波 6月18日,中国证监会主席吴清在2025陆家嘴论坛上宣布,加力推出进一步深化改革的"1+6"政策措施。 这一消息如巨石投入平静湖面,瞬间在财经圈激起千层浪,大家纷纷热议:"科创成长层"到底是什么?为何要重启"未盈利企业"上市?这一系列政策又释 放了什么信号? 先来说说"1",即要在科创板设置"科创成长层"。啥是科创成长层?打个比方,"科创成长层"就像在科创板这所大学里新开了个"实验班"。"实验班"的企 业,都是技术有较大突破、商业前景广阔的"硬科技"企业。 同时,成功上市进入科创成长层的企业,监管层也会在其股票简称后统一加上"U"标识,并且提高了新注册未盈利科技型企业摘除特殊标识"U"的标准。 这就像一个显眼的"警示灯",提醒投资者:这家科创企业上市时门槛较低,可能处于亏损状态,投资时需要更加谨慎。 从这些改革措施能明显看出,监管层正在引导市场,从单纯关注企业当下盈利状况,向学会评估企业未来价值转变。 以往,企业上市,盈利状况是至关重要的考量指标,未盈利企业想上市,难度堪比登天。但今后不同了,只要符合"科创成长层"的要求,即便还没赚钱, 也有机会上市,发行股票募集资金,获得更多融资机会。 再 ...