（文章来源：北京商报） 1月6日，广东金融监管局发布《关于支持我省保险业高质量发展助力广东在中国式现代化建设中走在前 列的指导意见》（以下简称《指导意见》）。《指导意见》提出，强化保险服务制造强省。围绕广东建 设具有国际竞争力的现代化产业体系目标，聚焦制造业重点产业链，强化对重点产业、重点产品、重点 集群、重点企业保险保障服务。在做好广东传统产业保险保障服务升级的基础上，加大对新能源、新材 料、商业航天等战略性新兴产业集群和新能源车船、集成电路、新型储能、医药和医疗器械、无人机和 无人船等新兴产业的保险支持力度。加大保险服务低空经济力度，围绕低空飞行基础设施和智能网联系 统建设、低空飞行器重点制造产业、低空飞行运用场景等重点，开发全产业链、全链条、全场景保险产 品和服务。优化新能源汽车保险服务，探索开发智能驾驶责任保险产品，支持广东新能源汽车产业发 展。 ...

Group 1 - Nanjing is designated as a major hub for integrating technological and industrial innovation, with a focus on becoming a globally influential center for industrial technology innovation [1] - A series of policy outcomes were announced at the Nanjing conference, including a strategic cooperation agreement with the provincial Ministry of Industry and Information Technology and the establishment of various innovation platforms [1][3] - The city aims to accelerate the deep integration of technological and industrial innovation to strengthen its industrial capabilities [1][6] Group 2 - The Nanjing low-altitude flight service platform, developed in collaboration with major enterprises and research institutions, is set to enhance the operational capabilities of unmanned aerial vehicles [3] - The platform supports over 1,000 major drone operations daily, indicating a strong position in the national low-altitude economy [3] - National Grid Corporation's South Rui Group reported a 30% year-on-year growth in clean energy and energy conversion business, showcasing advancements in energy technology [4] Group 3 - Nanjing is constructing a comprehensive technology achievement transformation system, focusing on collaboration between universities, research institutions, and enterprises [6] - The city has launched 38 key technology challenges across seven priority industries, including biomedicine and artificial intelligence, to drive innovation [7] - The "Ningkehui" platform has published over 5,000 technology achievement information items and 600 technology demands, facilitating efficient technology transfer [7] Group 4 - Nanjing's innovation ecosystem is being optimized through updated talent policies and the establishment of financial support mechanisms for technology enterprises [9] - The city has set up 18 technology financial service stations, serving over 10,000 technology companies and facilitating financing exceeding 30 billion [9] - The commitment to nurturing talent and supporting startups is evident, with significant investments made in early-stage projects [9]

山东推出6条专项举措，全力稳住项目投资 布局新兴领域，为企业投资"松绑" 近日，山东省发布《2026年促进经济"稳中求进、提质增效"政策清单（第一批）》（以下简称《政 策清单》），其中针对"全力稳住项目投资"推出6条专项举措，对项目投资工作作出系统部署，聚焦新 质生产力培育、重大基础设施建设和民生保障等重点领域，通过强化重大项目支撑、优化要素保障和完 善激励机制，持续巩固投资运行向好态势。 在重大项目支撑方面，山东将聚焦新质生产力培育、重大基础设施建设和民生保障等重点领域，谋 划推出2000个省级重点项目，总投资规模和年度投资计划均较上年提高。省级层面将统筹专项经费，支 持重大项目做实前期工作，推动项目早落地、快达效。同时，从省预算内投资中专列5000万元固定资产 投资考核奖励资金，按照固定资产投资、民间投资运行情况和重点项目推进成效进行综合评价，对排名 靠前的市给予梯次奖励，强化投资工作正向激励。 在要素保障和制度创新方面，持续优化土地要素供给方式，将"标准地"供应由工业用地拓展至物流 等产业用地，支持采取长期租赁、先租后让、弹性年期出让等多种方式供地。同时，扩大低效用地再开 发试点，探索低效工业用地市场化 ...

Group 1 - The core message emphasizes the importance of high-quality development and innovation in driving economic growth, as highlighted by Premier Li Qiang during his visit to Guangdong [1][2] - The focus on technological innovation is crucial for future competitiveness, with a call for enhanced support for enterprises in terms of policies, funding, and talent [1] - The development of the Guangdong-Hong Kong-Macao Greater Bay Area is seen as a key opportunity to gather innovative resources and strengthen research collaboration in emerging fields and core technologies [1] Group 2 - The visit included an inspection of the digital and intelligent production lines at Midea Kitchen Appliances, indicating a shift towards meeting new consumer demands through quality product development [2] - Emphasis was placed on the integration of infrastructure and regulatory standards to enhance connectivity and collaborative development within the Greater Bay Area [2] - The government is encouraged to deepen reforms in key areas, improve service efficiency, and optimize the business environment to stimulate economic growth [2]

浙江省成立低空安全管理协会、粤港澳大湾区举办低空经济高质量发展大会、四川省打造低空动力产业 园……一段时间以来，低空经济发展迅速。在政策红利、市场需求、技术突破、产业链群集聚的共同推 动下，低空经济从区域试点走向全国布局，正逐步成长为未来产业的新引擎。 低空经济，是一种新型的综合性经济形态。其以低空飞行活动为核心，通过有人或无人驾驶飞行、低空 智联网等技术与空域、市场等要素相互作用，带动低空基础设施、低空飞行器制造、低空运营服务和低 空飞行保障等发展。近年来，我国在这一领域取得的成绩有目共睹，存在的问题也亟待破解。比如，部 分地方"黑飞"频发，空域资源分配矛盾凸显，基础设施薄弱、硬件设施不足、安全风险突出等。解决好 这些问题，还需从空域管理、基础设施、安全监管等多方面协同联动，构建全维度保障体系，让低空经 济放得开也管得住。 从基础设施建设上看，加大对通用机场、直升机停机坪、无人机起降点等低空飞行基础设施建设的资金 支持，鼓励社会资本参与投资。制定全国统一的低空基础设施建设规划，与国土空间规划、城市发展规 划等相衔接。根据不同区域的功能定位和发展需求，明确通用机场、起降点、低空飞行服务站等基础设 施的布局和建 ...

Core Viewpoint - Shanghai aims to establish itself as a global hub for eVTOL (electric Vertical Take-Off and Landing aircraft) by 2028, targeting a core industry scale of approximately 80 billion yuan and attracting 10 leading manufacturers in the sector [1][2]. Group 1: Measures and Goals - The measures include 16 support initiatives across four areas: equipment R&D and manufacturing, industrial ecology, Yangtze River Delta collaboration, and application scenarios [2]. - By 2028, the goal is to cultivate and attract 10 leading manufacturers in eVTOL, industrial-grade drones, and new energy aviation aircraft, achieving a production capacity of over 500 new aircraft and generating an additional investment of over 20 billion yuan in the industry chain [1][2]. Group 2: Industry Development and Trends - The low-altitude economy in Shanghai has attracted a significant number of startups, with at least 251 companies in the sector, including 66 manufacturers of eVTOL, drones, and helicopters [1]. - The industry is expected to experience a "certification boom" between 2026 and 2027, which is crucial for the commercialization of low-altitude aircraft [2]. Group 3: Technological and Financial Support - The measures encourage companies to enhance their efforts in developing various eVTOL technologies, such as compound wings and tilt-rotor systems, to facilitate industrialization [2]. - Financial support initiatives include guiding low-altitude industry funds to collaborate with social capital for equity investments and supporting insurance institutions to innovate low-altitude insurance products [3]. Group 4: Regional Collaboration - The Yangtze River Delta region is seen as having complementary strengths in low-altitude economic development, with opportunities for collaborative development and resource optimization [4].

工业和信息化部数据显示，"十四五"时期，我国低空装备产业规模不断扩大，产业产值保持年均10%以 上的增速。截至2025年12月30日，已有1081家企业完成登记注册，备案产品3623种、超529万架。 中信建投表示，未来中国低空经济市场将成为万亿元蓝海。《通用航空装备创新应用实施方案（2024— 2030年）》明确提出，到2030年我国将形成万亿元级通用航空装备市场规模。 | | | 机构调研频次居前的低空经济概念股 | | | | --- | --- | --- | --- | --- | | 代码 | 简称 | 2025年 调研次数 | 2025年 调研机构 家数 | 2025年 涨跌幅 (%) | | 600990 | 四创电子 | 38 | 163 | 48.73 | | 300900 | 广联航空 | 16 | 204 | 77.59 | | 603666 | 亿嘉和 | 13 | 212 | 21.67 | | 688070 | 纵横股份 | 13 | 55 | 56.94 | | 603101 | 汇嘉时代 | 12 | 174 | 4.25 | | 000768 | 中航西飞 | 12 | 1 ...

所谓低空经济是以eVTOL、工业级无人机等新型航空器研制为核心竞争力，强化颠覆性技术创新引领，广泛开展 有人驾驶和无人驾驶航空器的低空飞行活动,驱动设计制造、运营、消费多领域融合发展的创新性经济形态。 近日，上海市印发《上海市关于链接长三角加快建设低空经济先进制造业集群的若干措施》，提出到2028年，上 海低空经济核心产业规模达到800亿元左右，形成低空新型航空器完整产业链体系，建设低空经济国家先进制造业 集群，加快迈向比较优势凸显的"世界eVTOL之都"。 企查查数据显示，截至2026年1月4日，国内现存低空经济相关企业15.94万家，主要分布在华东地区、华南地区， 分别占比27.91%、21.45%。注册资本上，近五成相关企业注册资本在200万元以下。注册量方面，2023年以来低 空经济相关企业注册量呈逐年增长趋势，2025年注册量同比增长142.26%至4.9万家，达近十年来注册量及增速双 高峰。 eVTOL方面，截至目前，国内现存eVTOL相关专利达450项，其中70%相关专利申请于2024年及以后。 从分布区域来看，国内现存低空经济相关企业15.94万家，主要分布在华东地区、华南地区，分别占比27. ...

Core Insights - In 2025, Yangjiang is experiencing rapid innovation and development across various sectors, including low-altitude economy, marine economy, and renewable energy, showcasing a significant acceleration in growth. Group 1: Low-altitude Economy - Yangdong has introduced several low-altitude economy projects with a total planned investment of approximately 480 million yuan, including partnerships with Zhuhai Guangheng Technology and Tianjin Quadrant Aviation [5][7]. Group 2: Marine Economy - The establishment of the Marine Communication Navigation Remote Sensing Academy Workstation, led by Chinese Academy of Engineering academician Liu Jingnan, aims to enhance marine communication, navigation, and remote sensing technologies, providing high-precision support for marine ranching and disaster prevention [7]. Group 3: Renewable Energy - The Guangdong (Yangjiang) Wind Power Industry Alliance was formed to foster collaboration among enterprises, research institutions, and financial organizations, promoting the transition of Yangjiang's offshore wind power industry from aggregation to an ecological model [9]. - The first local wind turbine shipment to Europe, valued at over 130 million yuan, marks a significant milestone for Yangjiang's manufacturing sector, opening new international markets [17]. - The first containerized hydrogen production system in Yangjiang, which is also the first seawater hydrogen production device, supports the exploration of green hydrogen production [19]. Group 4: Agricultural Products - The Yangjiang lychee promotion event facilitated the signing of purchase agreements for 22,000 tons of lychee, generating sales worth 260 million yuan, highlighting the region's agricultural potential [12]. Group 5: Industry Recognition - Yangjiang secured two spots in the 2025 Guangdong Top 500 Enterprises list, with Guangdong Guangqing Metal Technology Co., Ltd. and Yangchun New Steel Co., Ltd. being recognized for their sustained performance [25]. Group 6: Innovation and Standards - The launch of the Zero Carbon Park standard during the Greater Bay Area Science Forum signifies Yangjiang's leadership in green energy practices, aiming for national recognition [28].

Core Viewpoint - The company is actively engaging in the low-altitude economy sector, responding to national policies and aiming for high-quality growth in this emerging industry [2] Group 1: Company Developments - The company’s subsidiary, Kaiji Intelligent, is a key player in the low-altitude economy and has achieved significant milestones in its business development [2] - In October 2024, Kaiji Intelligent signed a strategic cooperation agreement with Shenzhen Zhisheng High Technology Research Institute, indicating deepening collaboration [2] - In September 2025, Kaiji Intelligent invested 8 million yuan in Guangzhou Jinkong Technology Innovation Co., Ltd. to jointly develop drone countermeasure products, enhancing the commercialization process of low-altitude regulation systems [2] Group 2: Market Strategy - The company plans to closely monitor the development trends in the low-altitude economy industry and leverage Kaiji Intelligent's technological expertise and project experience [2] - The company aims to actively expand its market presence in the low-altitude economy sector, striving for improved operational performance to benefit investors [2]