然而，随着低空经济兴起而发展起来的无人机配送、低空旅游观光甚至低空通勤等，其飞行器起降时的 引擎轰鸣、地面操作形成的噪声、客流嘈杂声等也在向城市广域扩展。相对于民航噪声影响多限于机场 附近，无人机及垂直升降航行器等低空飞行区域主要集中于城市建筑密集区，其噪声对居住或工作在这 里的人们正在带来持续性影响，噪音扰民的投诉也在持续增加。 低空经济腾飞背后的"噪声痛点"，已成为全球交通运输共同面对的重要挑战，借助先进的智能降噪技 术，探索低成本、切实可行的噪声抑控措施，不仅是缓解城市低空噪声污染的重要突破口，也是《新时 代民航强国建设行动纲要》着力攻坚的重点方向之一。 在噪音传播途径上控制噪声 实现飞行器隔声降噪的方式主要包括两种，一是从源头上抑制噪声，二是在噪音传播途径上控制噪声。 目前，针对飞行器声源处的噪声进行的结构和材料优化，已经取得了巨大突破，如无人机、eVTOL飞 行汽车等低空飞行器的机身、机翼、螺旋桨叶片等部件使用的高性能工程塑料，除可节约成本之外，还 具备包括轻量化、减震降噪、抗冲击、电磁屏蔽、耐腐蚀、耐候性、简化成型工艺等多方位优势。 飞行的未来，绝不仅限于速度与高度，更关乎环境与民生。 低空经济兴 ...

（原标题：一场专题会议背后：透视广东新一轮"人才计划"） 南方财经记者郑玮、郑康喜 实习生李宜馨、姜语锌 广州报道 广东新一轮"揽才行动"又要开始了。 9月23日起，"百万英才汇南粤"2025年N城联动秋季招聘活动首批招聘会即将开进北京、天津、河北、上海、山东等地超40所高校。继年初启 动"百万英才汇南粤"行动计划，4月北上京沪杭等8城揽才，7月提前实现吸纳100万高校毕业生留粤来粤就业创业目标后，经济大省广东再次启动 新一轮大规模人才招聘。 广东为何频频盯紧人才？最直接的需求来自产业。2025年春节后，广东全省人力资源市场总体求人倍率在1.08以上，监测显示企业2月平均计划招 聘人数同比增长14.6%。随着人工智能、机器人、低空经济等前沿产业陆续走上发展风口，人才需求随之变化，广东更亟待找到支撑产业创新的 关键人才。 下一步，广东将如何部署自身的人才战略？迈过14万亿元GDP门槛后，产业结构的持续转型对人才结构转型提出了哪些新的要求？低空经济等一 批前沿产业的人才缺口集中在哪些领域？新时期青年人才又偏好什么样的就业环境？广东如何把人才留住？ 9月15日，广东省加快推进现代化产业体系建设专题会议（高素质人才引 ...

Core Viewpoint - The article emphasizes the importance of product capability, technological barriers, and comprehensive industry chain capabilities in the stock market, suggesting that investors will favor companies with superior product and R&D capabilities in this phase [1]. Group 1: Investment Insights - In the stock market, investors are likely to invest in companies that demonstrate better product capabilities, R&D capabilities, and overall industry chain capabilities [1]. - The article highlights that many companies can earn money in the incremental market but struggle to transition to the next phase, which requires a higher standard of founder DNA [1]. Group 2: Event Promotion - An event led by Wu Shichun is scheduled from September 21 to 23, focusing on exploring innovation in the Sichuan Luzhou area and seeking new growth engines [4][5]. - The event aims to connect entrepreneurs with key industry players and investors, facilitating deep exchanges and collaborative opportunities [9]. Group 3: Targeted Industries - The event will cover various sectors, including robotics, smart manufacturing, low-altitude economy, satellite communication, and the intersection of technology and consumer markets [7][21][23]. - Participants will gain insights into capital trends and strategies for breaking through in their respective industries [9].

Group 1 - Nvidia is under further investigation by the State Administration for Market Regulation for violating China's Anti-Monopoly Law and related regulations regarding its acquisition of Mellanox Technologies [1] Group 2 - Dongguan is promoting the construction of low-altitude demonstration traffic routes, offering subsidies for drone logistics routes and providing significant financial incentives for eVTOL aircraft certification [2] Group 3 - TrendForce reports a severe shortage in Nearline HDDs due to increased AI inference demand, predicting a potential explosive growth in QLC SSD shipments by 2026 [3] Group 4 - Shanghai's government has issued an action plan to promote the high-end medical device industry, aiming for over 500 new domestic Class III medical device registrations and 100 new overseas approvals by 2027 [4] Group 5 - The People's Bank of China in Shanghai emphasizes enhancing financial support for stabilizing foreign trade and investment, reporting a total cross-border RMB payment of 18.83 trillion yuan in the first seven months of the year [5] Group 6 - The Global Supply Chain Development and Stability Xiamen Initiative has been launched, focusing on building a resilient supply chain and integrating technologies like AI and big data [6] Group 7 - Hunan has launched its first low-altitude economic internet platform, allowing users to book drone services similar to ride-hailing apps, focusing on various applications such as logistics and emergency rescue [7][8] Group 8 - The National Data Bureau has announced a list of 140 pilot units for high-quality data set construction, aiming to enhance data management and promote technical exchanges [9] Group 9 - Guangzhou has issued a work plan for becoming a national pilot city for vehicle-to-grid (V2G) applications, targeting significant infrastructure development and energy management by 2027 [10] Group 10 - A multi-functional suborbital manned pre-research project has been approved, focusing on key technologies and system development for commercial suborbital vehicles [11]

Group 1: Local News - Hunan's first low-altitude economy internet platform "New Wing Fly" has launched, allowing users to book drone services similar to ride-hailing, enabling instant use for aerial photography, inspections, and logistics [1] - The first duty-free shop in Changsha has begun trial operations, located in a prime shopping area, offering products at prices 10%-30% lower than market rates due to tax exemptions [1] Group 2: Domestic News - The National Bureau of Statistics reported that in August, the sales prices of commercial residential properties in 70 large and medium-sized cities showed a month-on-month decline, with the year-on-year decline narrowing overall [2] - The first administrative regulation specifically governing housing rental activities, the "Housing Rental Regulations," has officially come into effect, consisting of seven chapters and 50 articles addressing key issues in the rental market [2] Group 3: International News - Former President Trump anticipates that the Federal Reserve will announce a significant interest rate cut in its upcoming meeting, marking the first reduction since December of the previous year [3] - SpaceX's Starlink satellite internet service experienced another service interruption, affecting over 43,000 users in the U.S. as of early September 15 [3] - Poland's President has signed a resolution allowing NATO member forces to be stationed in Poland, which will be a key part of NATO's "Eastern Sentinel" operation [3]

Group 1: Key Insights on Small Giants - The concept of "Key Small Giants" aims to promote a group of exemplary small and medium enterprises with significant growth and innovation advantages, receiving additional support from central finance [4][5] - As of June 2025, 137 companies from the first batch of Key Small Giants have been listed on A-shares, raising over 120 billion yuan in total [5] - Key Small Giants exhibit stronger innovation capabilities and growth potential, with R&D expenses accounting for 8.93% of revenue in 2024, surpassing the averages of other small giants and A-share companies [5] Group 2: Retail Sector Performance - In August 2025, the total retail sales of consumer goods reached 39,668 billion yuan, with a year-on-year growth of 3.4%, indicating steady growth in social consumption [10] - The jewelry sector performed particularly well, with gold and silver jewelry sales increasing by 16.8% year-on-year in August [11] - Online retail sales for the first eight months of 2025 reached 99,828 billion yuan, growing by 9.6%, while physical retail growth showed signs of slowing down [12] Group 3: Real Estate Market Trends - From January to August 2025, the total sales area of commercial housing decreased by 4.7% year-on-year, with a significant drop in sales in August [15][16] - The real estate development investment for the same period was 6.03 trillion yuan, down 12.9% year-on-year, indicating a continued decline in investment sentiment [18] - The sales recovery in first-tier cities is expected to improve in September, driven by increased promotional efforts from real estate companies [19] Group 4: Electronics Industry Developments - Major storage manufacturers have announced production cuts, with Micron reducing output by 10% and Samsung by 15%, leading to a significant increase in NAND Flash and DRAM prices [20][21] - The global DRAM market is expected to see a comprehensive price increase due to the transition to higher-margin products and reduced supply of older technologies [21] - AI capital investments are driving demand for enterprise storage, with significant spending from major tech companies [22][23] Group 5: Automotive Industry Highlights - Chery Automobile has passed the Hong Kong Stock Exchange listing hearing, marking a significant milestone for the company [27] - In the first eight months of 2025, China's automobile production and sales both exceeded 20 million units, with new energy vehicles accounting for 45.5% of total new car sales [27] - The demand for high-end luxury vehicles is expected to exceed expectations, with recommendations for companies like Jianghuai Automobile and Sailis [29] Group 6: Media and Gaming Sector Insights - The gaming industry continues to thrive, with new game releases and strong performance in both domestic and international markets [30] - AI applications in media are rapidly evolving, with significant advancements in model iterations and commercial applications [31] - The gaming sector is expected to maintain high growth, driven by continuous demand and new supply [30]

Group 1 - The core viewpoint indicates that the expectation of economic prosperity may continue to influence style performance, with growth and cyclical sectors leading the market, increasing by 0.72% and 0.37% respectively [5][12][28] - The Producer Price Index (PPI) showed a narrowing year-on-year decline in August, with a decrease of 2.9%, which is 0.7 percentage points less than the previous month, indicating improved supply-demand relationships in certain industries [17][21][28] - Import and export data for the first eight months of 2025 shows exports at 17.61 trillion yuan, up 6.9%, while imports decreased by 1.2% to 11.96 trillion yuan, reflecting a narrowing decline [21][28] Group 2 - The report emphasizes that stable funding is crucial for market support, with the Shanghai Composite Index showing a fluctuation range of 1.52% from September 8 to September 12, 2025, indicating a recovery in market sentiment [27][28] - The industry and thematic allocation suggests focusing on growth sectors such as technology and advanced manufacturing, as well as industries benefiting from domestic demand policies, including machinery, home appliances, and consumer electronics [28][39] - The report highlights the performance of various industry indices, with significant attention on sectors like electric equipment and basic chemicals, which are expected to benefit from the "anti-involution" policy [28][39]

Group 1: Low Altitude Economy Overview - 2024 is identified as the inaugural year for the low altitude economy, with significant growth potential anticipated[8] - By the end of 2024, there are expected to be 71,081 companies engaged in low altitude economy-related products and services, with 10,176 (approximately 14%) established after January 1, 2024[10] - The low altitude economy is supported by numerous national policies, including the inclusion of low altitude economy in strategic emerging industries by the Central Economic Work Conference in December 2023[8] Group 2: Role of State-Owned Enterprises (SOEs) - SOEs are encouraged to play a leading role in the low altitude economy, leveraging their strengths in technology innovation and industry chain integration[11] - SOEs should focus on long-term capital investment in low altitude industries, as they possess stronger risk resistance compared to private enterprises[12] - As of mid-2025, SOEs account for 27% of the 175 listed companies related to the low altitude economy, while private enterprises make up 67%[15] Group 3: Market Dynamics and Competition - The average asset size of SOEs is approximately 320 million yuan, which is 12.7 times larger than that of private enterprises, which average 25 million yuan[21] - From 2022 to 2024, SOEs exhibited a compound annual growth rate (CAGR) of 18.6%, while private enterprises had a CAGR of only 6.3%[22] - The low altitude economy sector is characterized by high competition, particularly in manufacturing, which comprises nearly 56% of the listed companies[21] Group 4: Differentiated Development Strategies - SOEs are advised to adopt differentiated development strategies to avoid homogenized competition and create sustainable competitive advantages[27] - Regional disparities in low altitude economy development necessitate tailored strategies that align with local market demands and resource advantages[49] - The establishment of low altitude economic clusters is encouraged, with various provinces actively planning and implementing cluster development strategies[69]

Group 1 - Guangdong has prioritized the cultivation of high-quality talent to support the construction of a modern industrial system, with over 1 million college graduates attracted to work and start businesses in the region by July 2025 [1] - A special meeting was held on September 15 to discuss the acceleration of modern industrial system construction, focusing on high-quality talent cultivation [1] - National representatives provided suggestions on talent cultivation, innovation, and mobility to enhance the talent support for Guangdong's modern industrial system [1] Group 2 - The establishment of "micro-specialties" is recommended to empower emerging industries, particularly in the low-altitude economy, with a focus on interdisciplinary talent [2] - Suggestions include creating a "Low Altitude Regulations and Ethics" interdisciplinary course and a provincial low-altitude economic talent development fund [2] - Emphasis on deepening industry-education integration and practical training to enhance the capabilities of graduates in relevant fields [2] Group 3 - Recommendations for a "Biomedicine Future Industry Talent Training Program" to encourage multi-position training and establish a cross-school "Biomedicine + X" micro-specialty [3] - The proposal to create a talent "reverse flying ground" to separate innovation and application, facilitating targeted talent development [3] - Suggestions to enhance talent retention through regional honor systems and professional communities to reduce talent loss [3] Group 4 - The importance of breaking down barriers to talent mobility between institutions, enterprises, and research platforms is emphasized [4] - Encouragement for innovative enterprises to engage research personnel in applied research to promote two-way talent flow [5] - Recommendations for reforming talent evaluation mechanisms to grant enterprises greater autonomy in talent assessment [5]

"低空场景之城"正加速从蓝图走向现实。9月15日，《东莞市支持低空经济高质量发展的若干措施》 （下称《若干措施》）正式发布，围绕加强低空基础设施支撑、打造低空飞行示范应用场景、支持低空 产业强链补链、完善低空产业配套保障等四大方面，提出十四条具体举措，以真金白银的硬举措鼓励发 展新技术、新业态、新模式，着力构建低空经济高质量发展生态体系，培育壮大经济新增长极。 当前，低空经济是东莞市八大重点战略性新兴产业之一，处于产业培育初期。此次《若干措施》借鉴了 广州、深圳、成都等先进城市的成功经验，力破产业基础、应用场景、支撑体系、区域协同等方面的发 展掣肘，系统规划低空经济发展的路径和方向，为推动东莞经济高质量发展注入新动能。 接下来，东莞将推进市级管控平台的建设，争取在空域管理、信息通讯和服务保障等方面实现莞深跨市 协同，并将加快低空智慧公共服务平台建设、加快推进低空基础设施规划编制，优先落实条件成熟的重 点项目，鼓励国企、大型园区以及医院等公共服务单位等按照实际需求布设低空设施，力争一年内建 100个基础设施，推动形成全市低空经济基础设施建设的多元化格局。 从东莞低空经济基础出发 年内打造100个示范应用场景 低 ...