Core Themes - The "15th Five-Year Plan" emphasizes the construction of a modern industrial system, promoting technological innovation and self-reliance, and expanding domestic demand, particularly in consumption [1][2]. Commercial Aerospace - The commercial aerospace sector is recognized as a strategic emerging industry cluster in the "15th Five-Year Plan," marking its elevation to a national strategic level [2]. - Key investment areas include the commercial rocket industry chain and satellite manufacturing and application chain, which are expected to benefit from increased launch demand and technological advancements [2][3]. - The commercial aerospace industry is entering a critical phase of scale and commercialization, with over 600 companies projected by 2025 and an expected market size of 2.5 to 2.8 trillion yuan [3]. Low-altitude Economy - The low-altitude economy is defined as activities in the airspace of 1,000 to 3,000 meters, utilizing drones and eVTOLs, with applications in logistics, tourism, and emergency rescue [5]. - The industry is projected to reach a market size of 2 trillion yuan by 2030, with a compound annual growth rate of 34.2% [5]. - As of November 2025, there are over 97,000 companies in the low-altitude economy sector, with significant growth in regions like Guangdong and Shandong [5][6]. Embodied Intelligence - The embodied intelligence sector is experiencing rapid development, with a market size of approximately 5.295 billion yuan in 2025, accounting for 27% of the global market [8]. - The sector is expected to grow to over 1 trillion yuan by 2035, with significant investment activity, including over 500 billion yuan in financing by October 2025 [8][9]. - Companies are advancing towards commercialization, with applications expected to transform household cleaning and other sectors [10]. 6G Technology - The "15th Five-Year Plan" includes a forward-looking layout for 6G technology, which is anticipated to enhance communication, perception, and intelligence integration [10][11]. - The 6G market is projected to reach a scale of 1 trillion yuan by 2035, with significant advancements in technology and standardization expected during the "15th Five-Year Plan" period [12]. Artificial Intelligence - The core AI industry in China is expected to exceed 1 trillion yuan by 2025, with a focus on deep integration with various sectors [14]. - The government aims for AI applications to achieve over 70% penetration in key areas by 2027 and over 90% by 2030 [14][15]. - Infrastructure upgrades and a comprehensive computing network are critical for supporting AI innovation and application [15]. Quantum Technology - Quantum technology is prioritized in the "15th Five-Year Plan," with expectations for significant growth and application across various industries [16][17]. - The global quantum industry is projected to reach approximately 239.1 billion dollars by 2030, with a compound annual growth rate of 65% [16][17]. Cultural and Tourism Industry - The tourism industry is undergoing a quality revolution, with a focus on high-quality tourism products and services as outlined in the "15th Five-Year Plan" [18][19]. - Domestic tourism is recovering, with nearly 50 billion trips recorded in the first three quarters of 2025, reflecting a shift towards deeper consumption and experience upgrades [18]. - The plan emphasizes enhancing inbound tourism services and integrating technology to improve visitor experiences [19]. New Consumption - Consumption is a key driver of economic growth, with retail sales expected to grow from 39.1 trillion yuan in 2020 to 48.3 trillion yuan by 2024 [20][21]. - The government aims to support new consumption models and expand consumer goods supply structures, targeting several trillion-yuan sectors by 2027 [21].

上海市印发《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》。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"。提升高端制造能级。瞄准主流技术方向，培育和 招引10家eVTOL、工业级无人机、新能源通航飞机等整机领军企业，形成超500架新型航空器批量化制 造能力，带动产业链实现新增投资200亿元以上。放大区域协同优势。强化市区协同和长三角联动，基 本建成1个国家级低空新型航空器中试验证平台，重点推动低空智慧物流、公共治理、生产作业等应 用，全面构筑研发制造、中试适航、场景应用、生态融合的低空经济产业核心竞争力。强化开放创新功 能。发挥上海低空经济会客厅作用，积极融入全球低空经济市场，加快低空装备出海应用。加强政策创 新力度，主动承接国家适航、空域管理等任务，巩固低空经济产业综合示范引领区优势。 ...

人民财讯1月4日电，上海市经济和信息化委员会等部门印发《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》，其中提出，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"。提升高端制造能级。瞄准主流技术方向，培育和招引10家eVTOL、工业级无人 机、新能源通航飞机等整机领军企业，形成超500架新型航空器批量化制造能力，带动产业链实现新增 投资200亿元以上。放大区域协同优势。强化市区协同和长三角联动，基本建成1个国家级低空新型航空 器中试验证平台，重点推动低空智慧物流、公共治理、生产作业等应用，全面构筑研发制造、中试适 航、场景应用、生态融合的低空经济产业核心竞争力。强化开放创新功能。发挥上海低空经济会客厅作 用，积极融入全球低空经济市场，加快低空装备出海应用。加强政策创新力度，主动承接国家适航、空 域管理等任务，巩固低空经济产业综合示范引领区优势。 ...

Core Viewpoint - The Shanghai Municipal Economic and Information Technology Commission has issued measures to accelerate the construction of a low-altitude economy and advanced manufacturing cluster in the Yangtze River Delta, emphasizing the need for scientific planning of low-altitude infrastructure [1] Infrastructure Development - The measures include the development of a low-altitude infrastructure construction plan and the reinforcement of land and funding support for non-profit low-altitude infrastructure projects [1] - Gradual construction of low-altitude infrastructure will be carried out, focusing on large specialized take-off and landing sites and low-altitude intelligent network systems that meet the needs of new aviation vehicles [1] Financial Support - The government will provide financial support for safety protection and other non-profit low-altitude infrastructure projects, with a maximum support of up to 20 million yuan [1] - There is encouragement for social capital participation in the construction of low-altitude infrastructure [1] Technological Innovation - Support will be given for the first use of new technology equipment in communication, monitoring, navigation, and meteorology within the low-altitude infrastructure construction sector [1]

Group 1: Core Insights - The article discusses the launch of a national venture capital fund with a direct investment of 100 billion yuan to leverage over a trillion yuan in social capital, indicating a significant shift in the entrepreneurial landscape [1][2] - It emphasizes five key sectors that present real opportunities for wealth generation by 2026, highlighting the intersection of policy support and technological advancements [2][62] Group 2: Embodied Intelligence - The first opportunity is in embodied intelligence, specifically humanoid robots, with a notable company, UBTECH, reporting over 1.3 billion yuan in orders this year, surpassing the total industry sales from the previous year [7][8] - The article notes that 2025 is expected to be a financing year for embodied intelligence, while 2026 will focus on actual deliveries, with major companies like BYD and Foxconn placing orders [10][13] - Opportunities for ordinary entrepreneurs lie in components such as dexterous hands and sensors, as well as in robot maintenance and after-sales services, which are expected to become lucrative as robots are deployed in factories [15][18] Group 3: AI Application Layer - The second opportunity focuses on the AI application layer, particularly vertical industry AI tools, as the price war for large models has concluded, paving the way for a golden era of application [19][22] - Examples include an AI legal assistant that automates contract review for small businesses and an AI video editing tool for e-commerce, both demonstrating significant revenue potential [23][27] - The article advises against creating generic AI solutions and instead suggests developing specific industry applications that can save costs or generate revenue for businesses [29][30] Group 4: Low-altitude Economy - The third opportunity is in the low-altitude economy, projected to reach a market size of 3.5 trillion yuan, with recent developments like the launch of a manned eVTOL route between Shenzhen and Zhuhai [31][39] - Key opportunities include the development of supporting infrastructure such as landing pads and charging stations, as well as low-altitude logistics and tourism services [37][38] Group 5: Quantum Technology and Brain-Machine Interfaces - The fourth opportunity involves quantum technology and brain-machine interfaces, with the national venture capital fund focusing on these critical technologies [40][41] - There is potential for early-stage projects in quantum communication and medical rehabilitation using brain-machine interfaces, with significant market demand for rehabilitation services [44][45] - Entrepreneurs with access to medical or academic resources are encouraged to explore technology transfer services or invest in early-stage funds in these sectors [46][48] Group 6: Chinese Enterprises Going Global - The final opportunity is for Chinese enterprises to expand overseas, capitalizing on the significant market potential outside of China, particularly in Southeast Asia [50][51] - Successful examples include cross-border e-commerce and live-streaming sales, where Chinese products are in high demand due to a lack of local supply chains [52][53] - The article cautions that entering foreign markets requires understanding local regulations and consumer habits, suggesting partnerships with local experts or established companies [56][58]

齐鲁晚报.齐鲁壹点孔茜 济宁市紧抓低空经济这一战略性新兴产业发展机遇，提前谋划布局低空经济应用场景，市县联动整合产 业基金，通过创新开展"场景+基金"招商新模式，成功招引国家级专精特新重点"小巨人"企业广东泰一 高新技术发展有限公司，投资落地泰一科技华东运营总部项目，项目将打造"济宁云眼"低空经济生态体 系，为济宁市高质量发展注入强劲动力。 聚焦场景赋能，夯实招商根基。为稳固企业投资信心，在洽谈对接过程中，济宁市委、市政府、市商务 局多次召开专题会议，主动统筹全市低空经济应用市场资源，在安全生产执法、古运河遗址保护、规划 批后监管、文旅数字化赋能等多个领域，提前打通"企业服务"与"地方需求"对接通道；同时太白湖新区 紧扣"场景引项目、项目促产业"路径，第一时间在智慧城市管理、生态环保监测等重点领域，率先释放 首批应用场景，为泰一科技提供直接应用市场。 同时，市县基金联动，破解招商难题。在企业明确股权投资诉求后，济宁市委、市政府统筹太白湖新区 与市土发集团、济宁惠达投资共同组建低空经济专项产业基金，精准为项目落地提供基金保障，7月签 协议，9月即完成首批出资；项目的落地不仅构建基金招商生态，发挥国有资本优势，提 ...

央视网消息："十五五"规划建议提出，要打造新兴支柱产业，加快低空经济等战略性新兴产业集群发展。在江西，近年来随着政策细化落地、技术深度 融合、场景加速拓展，低空经济正加速崛起，从概念探索迈向规模化落地。 记者在江西省赣州市南康区看到，作为全国首个无人机物流配送试点项目所在地，当地建立"无人机+高铁"运输专线，打造纵横交错的空中高速物流网 络，让农产品更快速、便捷地走向市场。 清晨的隆木乡，薄雾还未散去，春田农场的罗芳文就收到了来自深圳的订单，他抓紧时间把土鸡和土鸡蛋打包、封箱，装进无人机，在确认安全后，快 递小哥远程操纵无人机。12分钟后，满载着深山鲜货的无人机就降落到集散点，而这条崎岖山路，开车要走一个多小时。 江西省赣州市南康区隆木乡春田农场负责人 罗芳文：今天发出了一批到深圳的（农产品），9点多钟（冷链车）到赣州西站，一个小时（高铁）到深 圳，反正中午就可以吃了。 隆木乡坐拥得天独厚的生态环境，是优质畜禽养殖的天然宝地，但这里山路蜿蜒、沟壑纵横，农产品外运一度是制约农场发展的"老大难"问题。作为全 国首个无人机物流配送试点项目所在地，赣州南康区大胆探索创新，率先建立起无人机运输专线，为深山农产品打通空中 ...

国元证券近日发布机械设备行业2026年年度投资策略：伴随工程机械出口端实现稳定增长，政策端支持 力度进一步加大，叠加大型工程项目推动构成行业新增长引擎，工程机械明年仍存在较为明确的布局机 会。刀具行业作为机械制造的基础支撑性行业，政策端及行业需求端将持续催化。我们认为，刀具行业 作为半周期+半消费/成长类板块，虽然仍受部分下游需求扰动影响，但当前时点已存在较为明确的布局 机会。 以下为研究报告摘要： 报告要点： 人形机器人：技术传导订单，产业聚焦核心 中国低空经济快速扩张，预计2026年突破万亿，复合增长率约30%。产业结构中，飞行器制造与运营服 务占比55%，供应链、消费与交通等约40%，基础设施空间有待释放。中美领跑全球，中国无人机产业 优势明显，eVTOL商业化加速推进。政策与资本双轮驱动成型，2025年政府工作报告首次提出"安全规 范发展"，发改委设立低空经济司，空域改革深化，六城开展600米以下空域授权试点。30个省份将低空 经济列为重点，深圳建设全球首个eVTOL智能机坪，上海布局跨省航线，北京推进AI+低空巡检。技术 层面，无人机与eVTOL为核心力量，智能化、无人化持续迭代，物流配送、城市交通 ...

"十五五"规划建议提出，要打造新兴支柱产业，加快低空经济等战略性新兴产业集群发展。在江西，近年来随着政策细化落地、技术深度融合、场景加速拓 展，低空经济正加速崛起，从概念探索迈向规模化落地。 记者在江西省赣州市南康区看到，作为全国首个无人机物流配送试点项目所在地，当地建立"无人机+高铁"运输专线，打造纵横交错的空中高速物流网络， 让农产品更快速、便捷地走向市场。 无人机+高铁联运 为乡村发展注入新活力 隆木乡坐拥得天独厚的生态环境，是优质畜禽养殖的天然宝地，但这里山路蜿蜒、沟壑纵横，农产品外运一度是制约农场发展的"老大难"问题。作为全国首 个无人机物流配送试点项目所在地，赣州南康区大胆探索创新，率先建立起无人机运输专线，为深山农产品打通空中出山路。 赣州市南康区隆木乡党委副书记 黎彬：如果他们自己运输，有来回的路费、车油费，还有一些损耗，一天下来，运输等成本要200元左右。无人机运输时间 只要十几分钟，我们核算了一下成本只要十几块钱。 不过，山区气候变幻莫测，初期无人机飞行常因突发的强风、短时强降水等天气状况受到干扰，甚至出现货物延误、设备受损的情况。 这个专业化的气象保障平台，成功打通了气象预警信息与无人机 ...

政策明确规划科旅之家、凤凰城商圈等重点区域起降点建设，重点拓展低空物流、即时配送、应急救援 等实用场景，加速形成"空中观光+民生服务+应急保障"的多元应用生态。通过"政策补贴+市场需求"双 轮驱动，既点燃市民消费热情，更助力企业积累飞行数据、加速技术迭代。 政策明确依托鹏城云脑Ⅲ期、国家超算深圳中心二期等算力设施，为低空大模型训练、海量数据处理提 供支撑；借力自由电子激光、材料基因组等平台，赋能飞行器新材料研发与检测。 同时，强化创新载体联动，支持南方科技大学光明高等研究院、中兵智能创新研究院等大院大所，聚焦 无人系统、关键零部件等领域开展技术攻关，形成"基础研究—中试转化—产业应用"的完整创新链条。 场景落地是政策实施的关键抓手。《措施》延续并升级"低空飞行券"发放机制，涵盖文旅观光、商务出 行、飞手培训三大类别，推动低空消费市场扩容。 来源：深圳新闻网 深圳新闻网2026年1月3日讯（深圳特区报记者 周宏博）近日，《深圳市光明区促进低空经济高质量发 展若干措施》正式发布。作为大湾区综合性国家科学中心先行启动区，光明区立足自身科创与产业优 势，以政策为笔、以创新为墨，在低空经济赛道精准布局，为产业高质量发展 ...