Group 1: Equity Funds and Market Opportunities - A total of 47 new equity funds have been established since June, with many entering the investment phase within half a month of their launch [1] - Fund managers are accelerating their investments in the A-share market due to strong policy support and the emergence of structural investment opportunities [1] - The current market environment is characterized by a gradual recovery in valuations, driven by favorable policies and the strong growth potential of emerging industries [1] Group 2: Lithium Iron Phosphate Market Dynamics - There is a significant increase in long-term contracts for lithium iron phosphate, with orders reaching billions, indicating expanding market demand [1] - The cumulative installed capacity of power batteries in China from January to May reached 241.4 GWh, a year-on-year increase of 50.4%, with lithium iron phosphate batteries accounting for 81.4% of the total [1] - In the energy storage sector, lithium iron phosphate batteries are projected to dominate, with a forecasted global market share of 92.5% in 2024 [1] Group 3: Unmanned Logistics Vehicles - Over 40 unmanned delivery vehicles from various companies have been tested in Shenzhen, with expectations for the number of operational vehicles to exceed 1,000 by the end of 2025 [2] - Unmanned logistics vehicles are primarily responsible for the "last mile" delivery, significantly enhancing logistics efficiency and reducing costs [2] Group 4: 5G-A Technology Developments - The 2025 World Mobile Communication Conference showcased multiple applications of 5G-A technology, which can reduce data transmission latency to under 20 milliseconds [4] - Major telecom operators in China are deploying 5G-A networks across various cities, with over a hundred devices expected to support this technology by the end of 2025 [4] Group 5: Financial Sector Developments - A total of 103 listed companies in Shenzhen changed their auditing firms in 2024, reflecting a significant shift in the auditing landscape [5] - The acquisition of 96.08% of Wanhe Securities by Guosen Securities has been approved by the Shenzhen Stock Exchange, marking the third broker merger to receive such approval since last year [5] Group 6: Corporate Actions and IPOs - Cloud Intelligence is seeking to raise up to HKD 320 million (approximately USD 40.8 million) through an IPO in Hong Kong, with shares priced between HKD 165 and 205 [7] - Shanjin International has authorized its management to initiate preparations for issuing H-shares and listing in Hong Kong, aiming to enhance its global strategy [8]

3、知情人士：光伏三季度"减产令"升级，开工率环降10%、低价销售将审计核查。 4、北京：支持游戏企业通过算力构建、大模型部署、数据治理等方式提升研发效率， 给予最高不超过3000万元奖励。 5、宇树科技完成C轮融资交割，移动、腾讯、阿里、蚂蚁、吉利领投。 早 报 精 选 1、 外交部：中方强烈呼吁冲突当事方立即停火止战，特别是以色列。 2、商务部：将依法依规不断加快对稀土相关出口许可申请的审查。 4、国际原子能机构当地时间19日表示，其掌握的信息显示，正在建设中的伊朗洪达 卜重水反应堆遭到袭击。国际原子能机构称，该反应堆并未运行，且未装载任何核材 料，因此没有放射性影响。 宏 观 新 闻 1、 6月19日下午，国家主席习近平同俄罗斯总统普京通电话，重点就中东局势交换 意见。习近平阐述了中方的原则立场并表示，当前中东局势很危急，再次印证世界进 入新的动荡变革期。如果冲突进一步升级，不仅冲突双方将遭受更大损失，地区国家 也将深受其害。针对当前事态，习近平提出四点主张。第一，推动停火止战是当务之 急。第二，保障平民安全是重中之重。第三，开启对话谈判是根本出路。第四，国际 社会促和努力不可或缺。 行 业 新 闻 1 ...

【深圳商报讯】（记者苑伟斌）6月17日，一项新的吉尼斯世界纪录在重庆夜空中诞生。深圳大漠大智 控技术有限公司11787架无人机成功挑战"最多无人机组成的空中图案"吉尼斯世界纪录称号。吉尼斯世 界纪录官方认证官现场认证并颁发证书，共同见证了无人机表演发展史上的高光之夜。 当晚，大漠大超万架无人机组成的双编队飞行从南岸弹子石广场腾空而起，用科技的力量点亮山城夜 空，以天空为巨大画卷，呈现出一幅幅令人目不暇接的画面，这些画面深刻诠释了"魅力重庆"的地域特 色与文化底蕴，同时巧妙融入城市标志与文旅胜景，为在场市民朋友及外地游客上演了一场极致的视觉 盛宴。 此次无人机表演以"山水、人文、生活、都市"为脉络，精心设计了《山水之城》《山茶花开》《黄葛情 深》《时尚之都》《活力之城》等七大篇章，立体呈现重庆建设成果与未来展望。大漠大相关负责人表 示，这场超大规模、震撼人心的无人机灯光秀，实现了无人机行业技术创新的重大突破，同时兼具人文 艺术的融合，在夜空中绘制出一幅幅属于山城的璀璨画卷，展现出重庆的创新活力与人文魅力。 "本次重庆万架无人机吉尼斯世界纪录的巨大成功，不仅验证了大漠大在产品和技术创新领域取得的优 异成绩，也证实 ...

央视网消息：目前正值毕业季，就业市场受到多方关注。从6月19日起我们栏目将推出系列报道《新职业观察》，带您走进近年来出现的新职业，洞悉 今年就业市场的新变化。不久前，人社部发布公示，拟新增17个新职业，无人机群飞行规划员位列其中。无人机群飞行规划员的重要职能之一就是操控无人 机编队进行夜空表演，为了筹备一场精彩的演出，他们都需要做哪些工作？让我们去工作现场一探究竟。 无人机群飞行规划员 张超：因为你没法预测天气这一块，确实是（雨天）它有时候说来就来。 记者：你遇到最极端的天气是什么样子的？ 无人机群飞行规划员 张超：就狂风暴雨，然后我们在狂风暴雨下面收飞机，就很狼狈。 无人机群飞行规划员 张超：大家好，我是张超，是一名进入无人机编队行业7年的老飞手了，而今年我将会有了一个新身份转变——无人机群飞行规划员。 大学学习计算机专业的张超，大三起萌生了对无人机的兴趣，并开始接触无人机表演。如今，在行业里已经摸爬滚打了7年的他，已经是团队里最资深的无 人机飞手。近期，随着夏季到来，各地夜经济持续火热，无人机表演需求也逐渐增多。这几天，张超所在的团队需要在两座城市连续进行三场无人机表演。 现在他正在和同事一起，忙着规划好 ...

近期举行的2025"投资成都"全球招商大会，在大会前后共计310个合作项目完成签约，在各个子活动上也有多个项目签约的信息释放。天虎科技对 部分值得关注的重要签约项目信息做简要梳理。 重大产业化项目 成都先进投资公司参与了"星算"计划全球总部项目。此外，该公司还参与了航发成发增资项目。该项目是深化央地战略合作，全力支持本土链主 龙头发展，助推航空产业强链补链和"立园满园"的生动体现。通过推动航发成发产品研发及核心能力建设，带动复合材料、精密制造等发动机产 业链提档升级，共同打造更多"成都造"的高端航空装备。 在天府新区举办的航空航天产业招投联动对接会上，举行了航空航天产业及上下游领域相关项目集中签约仪式，高巨成都创新总部项目、伽利略 商业卫星国际航站楼等一批项目现场签约，集中呈现一批航空航天产业及上下游领域的合作成果，涵盖技术研发、成果转化、产业园区建设等多 元业态，标志着成都航空航天产业在招投联动机制下迈出实质性步伐。 人工智能产业项目 在锦江区举行的人工智能产业合作伙伴对接会上，5个重大产业化项目现场签约，四川成都锦江经济开发区管委会分别与成都云枢智航无人机科技 有限公司、天府丝路（成都）科技有限公司、正成 ...

Summary of Drone Industry and Low-altitude Economy Development Industry Overview - The drone industry has seen significant advancements in military applications, particularly in conflicts such as Nagorno-Karabakh, Ukraine, and Israel-Palestine, where the effectiveness of drones is influenced by various factors including operational environment and defense capabilities [1][2][3] - The low-altitude economy is rapidly developing in the civilian sector, with applications in logistics and daily service robots, and is expected to integrate technologies like AI and big data to enhance efficiency and expand its scope [1][5] Key Points on Military Drones - Military drones are categorized into five types: strategic, tactical, special, operational, and munitions drones, with trends indicating a significant role in asymmetric warfare and a blurring line between military and civilian applications [1][7][8] - The demand for armed drones peaked between 2021 and 2022 but is expected to decline in 2024 due to saturation and increased countermeasures against them [1][6] - The effectiveness of military drones varies by conflict; for instance, Azerbaijan's use of drones in Nagorno-Karabakh showcased their potential, while in Ukraine, the presence of a robust Russian air defense system limited the effectiveness of armed drones [4][3] Low-altitude Economy Insights - The low-altitude economy is recognized as a strategic emerging industry with significant political, policy, economic, and historical implications, supported by government initiatives and local development plans [1][13][14] - Key application areas include logistics, emergency services, and agricultural monitoring, with commercial applications already underway in sectors like forestry, fisheries, and construction [1][17] - Infrastructure development for the low-altitude economy is a current focus, with both physical and digital components being prioritized, supported by local government financing [20][22] Challenges and Opportunities - The drone industry faces challenges such as increased countermeasures against armed drones and a decline in demand for traditional armed drones, while opportunities lie in the rising demand for low-cost FPV drones and the potential for civilian drones to be adapted for military use [9][26] - The integration of low-altitude technologies into various industries is expected to create new economic growth, with the potential for significant advancements in efficiency and application scope [5][13] Future Trends and Predictions - The low-altitude economy is projected to undergo rapid development in the coming years, with expectations of reaching a commercial closure by 2035, similar to the early stages of the electric vehicle industry [19] - The military drone sector is anticipated to continue evolving towards lower-cost solutions while maintaining high-performance standards through optimized resource allocation and technological advancements [24][12] Regulatory and Standardization Efforts - The government is actively working on establishing regulations and standards for the low-altitude economy, with various agencies involved in drafting and implementing these frameworks [16][14] - The integration of civilian and military drone standards remains a challenge, as the lines between the two applications continue to blur, necessitating a flexible approach to regulation [30] Conclusion - The drone industry and low-altitude economy are poised for significant growth, driven by technological advancements and increasing applications across various sectors. However, challenges such as regulatory hurdles and market saturation will need to be addressed to fully realize their potential [1][5][9][19]

中国证监会发布实施《关于在科创板设置科创成长层增强制度包容性适应性的意见》。意见明确提出， 支持人工智能、商业航天、低空经济等更多前沿科技领域企业适用第五套标准上市。"这是低空经济从 产业端到资本端的里程碑式突破。"江西省无人机协会会长，江西空中未来科技创新集团有限公司总经 理陆凌岳对上证报记者表示，新政允许未盈利但技术领先的企业通过第五套标准上市，直接解决了空中 未来这类研发投入大、商业化周期长的科技企业的融资痛点，将加速公司对接资本市场进程。(上证报) ...

上海市总商会副会长、月星集团董事局主席丁佐宏表示，通过设立"外贸产品展销中心"，可以优化消费 场景，促进实体经济繁荣。不同于电商平台的线上破局之道，实体商业平台充分利用自身下沉渠道优 势，帮助外贸企业的产品走进社区、走进商场、走进消费者的日常生活。 近期，为帮助企业稳住外贸基本盘、拓展内销新空间，多地出实招帮助企业对接内外贸销售渠道，支持 企业在国内外市场之间灵活切换和整合资源，实现"两条腿走路"，助力具备优质供应链和产品品质的外 贸企业快速开拓国内市场，让优质外贸商品惠及更多国内消费者。 线上线下齐发力 积极赋能外贸企业通过电子商务渠道提升内销流通能力，是电商助力外贸拓内销的重要方式。 美团启动外贸转内销专项扶持计划，围绕旗下小象超市、美团闪购等平台，在"商家入驻、经营扶持、 品牌打造"等方面开设绿色通道，为优质外贸企业开辟入驻绿色通道，提供从商家入驻、经营扶持到品 牌打造的全链路支持。截至目前，已有450余家外贸企业进入实际内销对接流程，覆盖农产品、休闲食 品、酒饮、日用品等多个品类。"美团相关业务将联合有关进出口商会，召开供应商见面会，与外贸企 业建立产销对接渠道。"美团研究院执行院长厉基巍介绍。 安排 ...

把你的眼睛蒙上，丢到一个陌生的房间里，你会怎么确定自己的位置？这就是室内无人机面临的第一个难题。 传统的光流 定位 方案 就像用鼠标原理来导航 ——通过拍摄地面纹理变化来判断移动。听起来不错，但遇到纯色地板就彻底懵圈。本人 见过某次展会上，一家公 司为了演示效果， 专门带了一卷花地毯铺在地上，场面一度很尴尬。 视觉 SLAM 倒是高级一些，通过摄像头"记住"周围环境的特征点，但它有个致命弱点：「开 灯我认识你，关灯我不认识你」。光线一变，定位精度直接腰斩。至于 UWB定位 ，虽然精度不错，但需要预先布置基站，4个基站加标签的成本就上万了，还失 去了无人机"即飞即走"的灵活性。 今年大赛推荐的光子 RC-L1选择了 目前最可靠的技术路线 ： 直接上激光雷达 。 激光的最大优势是不挑环境 ——不管是大理石地面还是花地毯，不管是白天还 是晚上，每秒扫描几十万个点，都能构建出精确的环境地图。但随之而来的挑战是 数据量爆炸 。传统方案是把数据传到地面站处理，可问题来了： 3米/秒的飞行 速度下，100毫秒的通信延迟就意味着30厘米的位置偏差。在避障时，这可能就是"擦肩而过"和"正面相撞"的区别。 朋友们，如果我告诉你， ...

作者：永赢通用航空ETF 基金经理刘庭宇 MACD金叉信号形成，这些股涨势不错！ 责任编辑：石秀珍 SF183 军工维度，今年有望迎来内外需共振。外需方面，在全球贸易关税政策不确定性急剧上升的背景下，各 国都在加强国防军事开支，中国军用装备的海外关注度持续提升，军贸订单有望放量；内需方面，2025 年是"十四五"规划的收官之年，军工行业进入冲刺阶段，订单释放预期增强，同时市场对"十五五"规划 中进一步强化国防建设、技术升级的预期升温，推动板块估值回升。 相比传统的军工板块，军工含量较高且未来具备广阔市场前景和政策支持的新质生产力方向更值得大家 关注，其中低空经济就是其中的代表。俄乌冲突中无人机的战略价值被广泛认知，未来或将成为军工领 域重要的增量方向。产业层面，全球首批民用无人驾驶航空器运营合格证（OC）落地中国，从应用场 景来看，短期无人机巡检、救援、植保等场景有望加速落地，中期低空文旅观光、无人机物流打开广阔 空间，长期来看有望颠覆传统交通方式、带来未来交通出行方式的重大变革。根据中国民航局的数据预 测，到2025年中国低空经济市场规模将达到1.5万亿元，到2035年有望达到3.5万亿元，eVTOL即将进 ...