位于东博会数字经济展馆入馆口附近的大疆农业无人机已成为许多外国参展商的拍照打卡点。上海一家氢能无人机企业的负责人向证券时报记者表示："东博会这 几天，来咨询的东南亚参展商很多，像马来西亚、缅甸都有展商来咨询合作。"借助东博会这股"东风"，中国无人机正向海外加速飞行。 飞向"更远处" 浩荡"东风"起，千帆竞发时。从灭火救援到跨境物流，从农林植保到城市交通，精通"十八般武艺"的中国无人机正成为第22届中国—东盟博览会（以下 简称"东博会"）上代表中国科技硬实力的闪亮名片。 "东南亚国家对无人机的需求其实更多集中在农林植保领域，它们的种植业比较发达，这几天来咨询的东南亚客户基本都是希望利用无人机实现大规模撒肥、喷药 等农业应用，这次我们主要带来的也是T100、T70系列的农业无人机，贴合了这一需求。"大疆农业无人机展位相关负责人告诉证券时报记者。 除了锂电池能源的无人机之外，氢能无人机也成为东博会数字展馆的焦点。协氢（上海）新能源科技有限公司（以下简称"协氢新能源"）相关负责人告诉证券时报 记者："我们是国内最早开发风冷氢燃料电池系统的原创发明人，也是无人机用风冷氢燃料电池国内第一发明人，在氢能无人机等领域实现了很 ...

Group 1 - Chinese drones are becoming a prominent representation of China's technological strength at the 22nd China-ASEAN Expo, showcasing their versatility in various fields such as firefighting, cross-border logistics, agriculture, and urban transportation [1][4] - DJI's agricultural drones are particularly popular among Southeast Asian exhibitors, with significant interest in using drones for large-scale agricultural applications like fertilization and pesticide spraying [2][4] - The agricultural drones from DJI are primarily exported to regions like the Middle East and Africa, with growing exports to Southeast Asia [2][4] Group 2 - Hydrogen-powered drones are gaining attention at the expo, with companies like Xieqihydrogen showcasing their innovations in hydrogen fuel cell technology for drones [3] - Hydrogen drones are more expensive than lithium battery drones but offer significantly longer endurance, making them suitable for applications in high-altitude and cold environments [3] - There is a growing interest from Southeast Asian countries in hydrogen drones for agricultural purposes, although export restrictions currently limit the export of complete drones [3] Group 3 - China has established itself as the world's largest exporter of civilian drones, holding approximately 70% of global patent applications in the drone sector [4][5] - The export volume of Chinese drones reached 2.2854 million units in the first seven months of 2025, marking a year-on-year increase of 65.6%, with an export value of $1.527 billion, up 34.7% [4] - The low-altitude economy in China is projected to reach a market size of 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035, indicating significant growth potential [4][5]

Core Viewpoint - The article discusses the recent developments in the financial sector, highlighting the impact of regulatory changes and market trends on investment strategies [1] Group 1: Industry Analysis - The financial industry is experiencing significant shifts due to new regulations aimed at increasing transparency and reducing risk [1] - Market trends indicate a growing interest in sustainable investments, with a reported increase of 25% in ESG (Environmental, Social, and Governance) funds over the past year [1] - Analysts predict that the adoption of technology in finance, such as AI and blockchain, will reshape traditional banking models, potentially leading to a 15% reduction in operational costs for major banks [1] Group 2: Company Insights - Major banks are adjusting their strategies to align with regulatory changes, with some institutions reporting a 10% increase in compliance-related expenditures [1] - Investment firms are diversifying their portfolios, with a notable shift towards tech and renewable energy sectors, which have shown a 30% growth in investment inflows [1] - The competitive landscape is intensifying, as smaller fintech companies are gaining market share, leading to a 5% decline in traditional banks' customer base [1]

Core Insights - The integration of AI and manufacturing is becoming a prominent trend, showcased at the 2025 World Manufacturing Conference in Hefei, where AI technologies are transforming traditional manufacturing processes into interactive experiences [1][3]. Group 1: AI in Manufacturing - AI is no longer just a concept but is being applied in real-world scenarios, such as robots performing music and interacting with audiences, highlighting the potential for emotional engagement in future robotics [3]. - A Shenzhen technology company has developed robots capable of multi-language interaction and visual AI, which are already being utilized in various service sectors including hotels and hospitals [3]. - The future of retail is being redefined with robots that can perform precise tasks like ingredient mixing for beverages, indicating a shift towards more automated home environments [3]. Group 2: Health and Living Environments - AI applications are extending into creating healthier living environments, with innovations like AI environment regulators that adjust indoor conditions based on external and personal factors to enhance sleep quality [5]. - The development of AI-driven massage therapy robots and real-time translation screens demonstrates the potential for AI to improve personal health and communication [5]. Group 3: Unmanned Technology - The 2025 Drone Industry Development Conference showcased over a hundred unmanned technologies, including electric vertical takeoff and landing vehicles, autonomous cars, and smart unmanned boats, marking a significant step from concept to reality in unmanned technology [5][7]. - The conference highlighted the acceleration of AI applications across various industries, with manufacturing being a key focus area for the "AI+" initiative in China [7]. - Anhui province announced its first batch of AI scene innovation projects, totaling over 370 million yuan, which is expected to drive a total investment of approximately 580 million yuan in AI projects [7].

Investment Rating - The report maintains a "Buy" rating for the company YingShi Innovation [12] Core Viewpoints - The report emphasizes the importance of cross-industry collaboration between YingShi and DJI, highlighting the shared technological foundations and the pursuit of incremental growth opportunities [4][10] - Both companies are expected to capture additional market share in the handheld smart imaging and drone sectors, with new product lines and software subscriptions likely to contribute to revenue growth [10] Summary by Sections Cross-Industry Exploration - The launch of DJI's OSMO 360 panoramic camera and YingShi's Antigravity A1 8K panoramic drone marks a significant cross-industry move, driven by the commonality in core technologies such as image processing and stabilization algorithms [7][21] - YingShi is projected to hold an 82% share of the global consumer panoramic camera market by 2024, while DJI has a 76% share of the global drone market as of 2023 [7][28] Differentiation and Competitive Strategy - YingShi focuses on leveraging its algorithm capabilities and user demand insights for differentiated competition, while DJI capitalizes on its established hardware and supply chain advantages to maintain cost leadership [8][37] - The report notes that YingShi's Ace Pro 2, equipped with AI dual chips, leads in night scene shooting and noise reduction, contributing to a significant revenue increase in 2024 [43][50] Growth Potential - The report outlines optimistic growth scenarios for both companies, with projections for the global handheld smart imaging device market reaching 88.5 million units by 2027 and the global consumer drone market potentially reaching $13.7 billion by 2030 [9][10] - YingShi's revenue from handheld smart imaging devices could reach between 22.9 billion to 53.1 billion yuan depending on market conditions, while its drone revenue could range from 7.7 billion to 19.2 billion yuan [9][10] Investment Recommendations - The report concludes that the cross-industry strategies of both companies are likely to yield significant growth, with ample opportunities to capture market share from competitors [10][26]

来自马来西亚的彭家伟尝试体验数字孪生工厂，他伸手"触碰"虚拟工厂的那一刻，远在柳州的物理工厂 的生产过程便可清晰呈现，分析系统随即启动。 "我们握的不再是屏幕和手柄，而是技术落地应用的未来。"观展专业观众说。 从工业机器人协同装配，到智能报关系统，科技之手正以精准和效率，拉紧中国与东盟的产业链与创新 链。 新华社南宁9月20日电 题：东博会手记：那些握了又握的手 新华社记者邹雨沁、王楚然 东博会上，一台行动灵活、能跑会跳的四足机器人伸出"机械爪"，与现场一名小女孩完成了一次特殊 的"握手"，引得周围观众发出阵阵欢笑。 这只"手"，触感微凉，动作却精准流畅——它是算法的产物，也是人机交互进步的象征。 "透过它，我握到了创新的力量。"观展观众陈宇说。 一握，是科技与未来的击掌。 在第22届东博会首次设立的人工智能专馆，这样的"握手"一直在发生。 来自越南、马来西亚、泰国等国的观展嘉宾拿起绣球，抚摸改良后的绣球柔软纹路；缅甸留学生与中国 学子共奏，弯琴与古筝的乐声潺潺流淌；菲律宾教师玛甘捧起六堡茶，与广西茶商以茶代酒、相视而 笑。 这场跨越山海的相遇，同样让青年科学家的双手紧握在一起。一批东盟青年科学家来到中国、来 ...

联合飞机集团董事长田刚印表示："联合飞机将继续以创新为驱动，不断突破技术边界，为全球航空发 展贡献更多中国智慧和力量。" 联合飞机正在积极拓展国际市场，打造出海新范式。在2025年巴黎国际航空航天展览会上，联合飞机集 团携全球首款6吨级倾转旋翼飞行器镧影R6000等五款旗舰产品亮相，向全球观众全景式展示了低空经 济领域的"中国方案"。未来，联合飞机将继续深化"低空+N"行业应用，持续投入产业研发与技术升 级，以无人机重塑未来交通出行与城市格局，为中国低空经济发展注入澎湃动能。（编辑：金杰妮 校 对：李海燕 审核：韩磊） （联合飞机供图） 《中国民航报》、中国民航网、《今日民航》杂志 记者刘九阳 报道：2025年空军航空开放活动和长春 航空展于9月19日至23日在长春国际航空博览城隆重举行。本届航展总面积达235.8万平方米，较上届扩 容一倍，构建了"三区联动、六馆辉映"的展陈格局，是自2019年以来规模最大、内容最多、体验最新的 一届。其中，联合飞机集团携全球首款6吨级倾转旋翼飞行器镧影R6000、TD550共轴无人直升机等创新 产品盛装亮相，全面展示其在无人系统领域的深厚技术积累和产业化能力。 联合飞机是无 ...

Group 1 - The BRICS Partnership Forum showcased the latest achievements and cooperation potential in industrial technology innovation, industrial design, and digital industries [3][4] - The forum emphasized the importance of enhancing the "gold content" of cooperation among BRICS nations, particularly in industrial technology innovation and industrial design [4] - Nigeria's new industrial policy focuses on digital technology transfer, research cooperation, renewable energy integration, and talent cultivation, highlighting the need for a transformative industrial system [4] Group 2 - Chinese companies are leading in technological innovation and setting new standards, as demonstrated by the development of an industrial drone inspection system [5] - BRICS countries account for approximately 30% of the global economy, nearly half of the world's population, and one-fifth of global trade, positioning their enterprises as key drivers of innovation and job creation [6] - Xiamen enterprises are leveraging the BRICS summit to enhance their international presence, with a focus on digitalization and smart manufacturing solutions [7][11] Group 3 - Xiamen Stone City Group is implementing a one-stop service model in the stone industry, utilizing digital solutions to address production efficiency and management costs [7] - King Long Bus has exported nearly 70,000 units to BRICS countries, emphasizing high-quality products and innovative cooperation models [9] - Since the BRICS summit in Xiamen in 2017, the total import and export value with other BRICS countries has reached 662.72 billion yuan, with exports of 228 billion yuan and imports of 434.72 billion yuan [11]

记者丨李金萍 中国多个城市正在建设国际化街区，最新的案例是深圳华强北。这座闻名遐迩的"中国电子第一街"，正 在推出一揽子措施，全力打造国际化"无界街区"。 记者获悉，2025年上半年，华强北商圈日均客流量已达75万人次，同比增长50%；其中外籍人士超过 7000人次，同比翻番。 国际化"无界街区"吸引全球 布局建设国际化街区，向来是一座城市提升国际化水平，打造国际消费中心城市的重要方面。 2019年，深圳出台意见，于全国率先提出创建国际化街区，提升城市国际化水平。2022年，深圳发布指 引，面向2035年在全市形成38个国际化街区。 编辑丨孙超逸 深圳华强北的一家无人机店内，100㎡的店铺在周末也人头攒动，店员为避免人流拥堵在门口拉起围 栏。 "入境消费客群占四成左右，在门店的外国顾客中，欧美客户占比70%。"该店店员告诉南方财经记者， 他们更喜欢买一款第一视角飞行体验无人机。 记者发现，外国游客在深圳更喜欢购买具有高附加值的消费电子产品。其中手机、电脑、无人机、AI 眼镜等品类，最受外国游客喜欢。 走进深圳市华强北，海外游客占比明显增加，在商场的每一个楼层里，几乎都有遇到海外游客。上半 年，深圳华强北更是日 ...

"目前植保无人机飞手已经成了一个新兴职业，尤其是近几年发展速度越来越快。勤快的飞手一个月能挣一万到两万元。"2020年全国农业行业职业技能大赛 农作物植保员赛项决赛亚军李祝宗向南方财经记者表示。作为广东最早一批开启"飞行事业"的农人，他还助力广东代表团夺得该赛第一名，此次前来观摩比 赛并分享行业见解。 随着裁判一声令下，数架植保无人机腾空而起。飞手们迅速投入作业状态——观察环境、安装电池、配制农药、操控手柄、启动喷洒系统……一系列动作行 云流水。无人机随即自动生成规整的喷洒航线，机身下方的喷头将农药均匀雾化，精准施洒。 在广东省第二届农事运动会农作物植保员技能大赛暨职业能力提升培训现场，来自全省各地的职业选手、农业技术员齐聚一堂展开角逐。无人机巡田农事活 动展示压轴登场，在稻田展示了无人机巡田、物资吊运、撒料等应用场景。9月17日，为期三天的赛事在清远顺利收官。 事实上，农用无人机是我国低空经济发展最早，也是成熟度最高的领域。广东拥有农用无人机制造、运营、服务全产业链条，大疆、极飞等无人机企业全国 领先，新职业、新业态不断涌现。 据悉，本次活动由广东省农业农村厅主办，广东科贸职业学院、清远市农业农村局、韶关市 ...