来源：环球时报 意想不到的事不断出现。DeepSeek发布的模型彻底打破硅谷在人工智能领域不可战胜的神话。尽管面 临美国严厉的芯片限制，中国仍具备推出接近前沿技术的模型的能力。值得注意的是，中国在人工智能 技术的其他方面也展现出更强竞争力，尤其在硬件和人才方面。在自我吹捧中膨胀的西方国家，如今面 临一个更精干的竞争者，一个在资源匮乏中茁壮成长且人才济济的对手。 中国在无人机制造领域的霸主地位也无可争议。作为中国无人机行业的骄傲，大疆长期占据全球70%的 市场份额。笔者曾与美国无人机初创公司的工程师交谈，他们对无法仿制大疆的一款无人机电机感到既 沮丧又惊叹。或许中国最强大的武器是依赖性——西方国家对中国无人机供应链的依赖。 在生物技术领域，中国对西方主导地位的挑战最为紧迫。数据展现出其迅猛崛起的轨迹。2023年中国占 全球临床试验启动量的28%，仅次于美国。如今，中国研发的新型疗法数量已超欧洲，近1/3大型制药 许可协议涉及中企。5年前中企在这方面还毫无建树。这是巨大的结构性变化。中国的生物技术体系并 非神秘莫测，更与偷窃或间谍无关——尽管西方喜欢找替罪羊。真相很简单：中国在西方薄弱的方面 ——速度、规模和务实 ...

ar the == (2) 0 (3) th e First and 1 .. .. 图①：一架外卖无人机在彭州升空。 图②：位于彭州的"天空之眼"3号基地。 图③：一架低空旅游小型飞机正在起飞。 图④：俯瞰位于彭州的丽春航空动力小镇。 全国首个"无人机4S店"在这里投入试运营，全国首架用于山区邮政配送的无人机在这里升空，全国首个 无人机适航公共服务平台在这里落地……这里就是逐梦"云端"的四川省彭州市。 彭州市无人机产业从解决"飞起来"入手，到现在逐步实现无人机"造出来""用起来"，不断通过创新举 措，拓展"无人机＋"生态，推动低空经济向纵深发展。数据显示，彭州市低空经济产值从2023年的1.61 亿元提升至2024年的2.75亿元。 飞起来—— 从审批制到报备制 在四川省彭州市桂花镇，时不时会有型号不同、大小不一的无人机在空中盘旋、平移、悬停，进行着一 系列试飞测试任务。这里有一个国家级民用无人驾驶航空试验基地——"天空之眼"。 彭州市位于成都平原西北隅，从海拔489米的平原区延伸到高达4814米的山区，巨大的海拔落差造就 了"六山一水三分坝"的独特地形，为发展低空经济提供了广阔的试验空间。 彭州市依托空域 ...

Core Viewpoint - The company is accelerating its international expansion by promoting its agricultural drones and machinery, showcasing its capabilities in enhancing agricultural efficiency and addressing local market needs [1][3]. Group 1: Product and Technology - The agricultural drones can carry a maximum load of 80 kilograms and can spray 300 acres of farmland in a day, achieving efficiency 15 to 20 times greater than manual labor [1]. - The company's drone app supports 12 languages, and over 80% of its parts are available locally in overseas markets, emphasizing adaptability to local needs [2]. - The drones are designed for autonomous operation, significantly reducing the learning and maintenance costs for users compared to traditional remote-controlled drones [3]. Group 2: International Market Strategy - The company has achieved over 30% of its revenue from overseas markets and operates in over 70 countries, with plans to increase this share through partnerships with international agricultural machinery firms [3]. - The company actively researches local regulations and shares Chinese experiences in drone management to facilitate market entry [2]. Group 3: Brand Promotion and Government Support - Participation in trade fairs like the Canton Fair has been crucial for brand recognition, with the company receiving over 500 visitors daily at its booth [4]. - The Guangzhou government has been supportive of the company's internationalization efforts, providing promotional opportunities and facilitating smoother export processes [5][6].

Group 1 - DJI's T70 agricultural drone is utilized for transporting freshly picked tea leaves, preserving their original aroma, and is capable of multiple agricultural functions such as spraying pesticides and fertilizing [1][4] - Tencent's AI tools, such as "Xiao Geng" and "Tencent Yuanbao," are being introduced to rural areas to assist farmers with agricultural issues, including pest control and marketing strategies [2][3] - The "Shenzhen Standard" for ultra-fast charging stations is being implemented in cities like Heyuan, significantly reducing charging time by 60% compared to regular fast charging [4][5] Group 2 - The "Village Service Platform" by Tencent has reached 81,000 villages, serving 16.21 million villagers, with plans to provide training support to 10,000 villages and benefit over 100,000 villagers through AI training [2][3] - The establishment of ultra-fast charging stations in Heyuan is part of a broader initiative to enhance charging infrastructure, with 150 charging stations and 5,676 charging piles planned by March 2025 [5]

Core Insights - Nokia leads a coalition of over 42 organizations, including Nvidia, to develop advanced drone technology funded partially by the EU, aimed at enhancing the resilience of critical European infrastructure [1][2] - The project focuses on utilizing drones for monitoring energy networks, data centers, and communication lines, with potential military applications [1][2] - The ongoing conflict between Russia and Ukraine highlights the EU's need to protect its defense systems, increasing the importance of drone warfare capabilities [1][2] Group 1 - The coalition includes major tech companies and startups, with significant funding from participating countries and the EU's "Chips Joint Undertaking" program [2][3] - The project is expected to generate approximately €90 million (around $102.7 million) in revenue over three years, with potential for defense procurement projects to reach tens of billions of euros [3] - Nokia's new CEO has prioritized the European defense sector, seeking to expand its presence in both European and international defense markets [2][3] Group 2 - Nvidia's involvement accelerates its penetration into the European public safety and defense markets, establishing a competitive edge in the "critical infrastructure + drone AI systems" sector [3][4] - Nvidia's integrated solutions, including high-performance AI GPUs and software platforms, are designed for various applications such as drone core systems and coastal defense [4] - The collaboration aims to create a comprehensive monitoring system across air, ground, and underwater platforms, leveraging Nokia's 5G network and European defense OEMs [4]

每日市场观察 2025 年 6 月 4 日 【今日关注】 周二是六月的第一个交易日，端午节期间外围市场虽有所波动，但 A 股 周二走势较稳，三大股指开盘小幅低开后，全天稳步上涨，收盘三大股 指均小幅收涨，沪指涨 0.43%，深证成指涨 0.16%，创业板指涨 0.48%。 沪深两市成交额超过 1.14 万亿元，量能基本维持前两个交易日的水平， 行业板块涨多跌少，农业、医药、银行、有色、传媒等行业涨幅居前； 细分行业方面，免疫治疗、创新药、培育钻石、数字货币、无人机等板 块热点较为突出，两市上涨股票数量接近 3400 只。 三大股指总体上维持震荡格局，从沪指的 K 线看，前期的调整未跌破 6 0 日均线，短线 K 线组合属于偏强势的氛围，但量能上略显不足；信息 面上，美国近期出台多项对华歧视性限制措施，包括发布 AI 芯片出口 管制指南、停止对华 EDA 的销售、宣布撤销中国留学生签证等，对 A 股 市场还是有一定影响，总体分析，市场继续延续震荡反弹的基调，投资 者操作上优化布局，轻指数，重个股。 近期从市场结构和资金运行的特征分析，在市场的震荡性行情中，更加 突出细分行业的成长亮点。从近期市场的表现看，医药中 ...

Summary of Drone Industry Investment Analysis Industry Overview - The drone industry is increasingly significant in modern warfare, as demonstrated by Ukraine's recent drone operations against Russia, which involved 117 drones targeting five airports, resulting in the destruction of 41 major strategic air force assets, including Tu-95 and Tu-22M3 bombers [2][3] Key Points and Arguments - **Technological Advancements**: The operation utilized FPV (First Person View) drones, which were covertly transported and activated remotely. The potential for AI-driven target recognition and attack exists but is not yet mature, indicating reliance on manual control for current operations [3][4][5] - **Cost and Impact of FPV Drones**: FPV drones range in price from $500 to $4,000, posing a significant threat to strategic assets and altering traditional warfare dynamics [6][8] - **Future Development Directions**: The drone industry is expected to evolve towards high-value, integrated designs capable of reconnaissance, control, and strike capabilities, as well as low-cost expendable units that can compensate for lower survival rates through sheer numbers [5][11] Industry Players and Products - **Key Companies**: Notable companies in the drone sector include: - **Mature FPV Drone Producers**: Jiutian Zongheng and Aerospace Electronics (Aerospace Feihong) [8] - **High-End Drone Manufacturers**: AVIC (Aviation Industry Corporation of China) and CETC (China Electronics Technology Group) are focusing on high-altitude, high-speed drones [8] - **Engine and Material Suppliers**: Zongshen Power is a market leader in piston engines for medium to large drones, while companies like Guangwei Composite, Zhongjian Technology, and Zhongfu Shenying excel in carbon fiber materials for drone construction [9][10] Countermeasures and Industry Challenges - **Counter-Drone Technologies**: The industry is also developing counter-drone systems, including directed energy weapons and electronic jamming technologies. Companies like Lianchuang Optoelectronics and Changguang Huaxin are involved in these areas [12] - **Emerging Players**: Companies such as Zhimin Da, Ruichuang Micro-Nano, and Gaode Infrared are gaining traction in drone components and reconnaissance products, indicating a diverse and competitive landscape [13] Conclusion - The drone industry is poised for significant growth and transformation, driven by technological advancements and changing warfare paradigms. The focus on both high-end and low-cost drone solutions, alongside the development of countermeasures, highlights the dynamic nature of this sector and its potential for investment opportunities [1][5][6]

【狙击龙虎榜】风险释放叠加新周期启动 节后市场有望迎 来修复 狙击龙虎榜 小林财联社 2025.06.02 20:43 星期一 【重点公司跟踪】 御银股份：御银股份是稳定币板块的身位股，其强度由板块强度决定，因为上周五板块分歧明显，所以明天大概率开板。而稳定 币有成为新周期主线的预期，所以开板后的御银股份就具备了博弈的价值。另外值得注意的是，以往身位股在板块爆发当天是借 势上板,而上周四御银股份的上板时机非常靠前,主动性很强,所以高度更加可期。 霍普股份：目前稳定币炒作有两个分支，一个是区块链技术，一个是RWA。因为炒新不炒老，RWA大概率更能受资金关注。RW A和资金证券化在本质上是一样的,只不过是用区块链技术把现实中的资产变成可交易的"数字碎片",所以真正受益的环节应该 还是发行、销售和交易，核心标的应该是像蚂蚁数科、京东金融这样的平台，考虑到A股没有相关标的，所以关注蚂蚁数科、京 东金融合作方，霍普股份凭借盘子小以及筹码优势卡位了朗新集团，有望延续强势。 联创光电：无论是此前的印巴冲突还是近两日乌克兰无人机袭击多州机场，无人机已稳步走向战场中央成为不可忽视的作战力 量。另外6月"九天"察打一体无人机即将 ...

2025.6.2市场逻辑精选 í 市场热点 无人机:军用特种价值显现,低空无人机产业加速 。事件: 无人机相关公司: 航天彩虹（军用察打一体无人机）、中无人机（翼龙军用无人机 ）、科思科技（- 无人机AI指挥控制 ）天虹股份（与美团共同探索无人机配送模式 ）、智莱科技（无人机物流接收柜- ) 。 。 低空监视系统核心公司: 低空监视系统相关公司: 。新劲刚（公司开发"低、小、慢"无人机反制用雷达系统和侦测系统 ）、国睿科技（公司布局多- 款低空监视装备、系列气象雷达产品，构成低空经济解决方案 ）、四川九洲（公司空管产品已在- 四川省低空试点开展应用 ）、ST声讯（公司无人机探测与反制系统可用于航空机场、大型活动等- 反恐、防"黑飞"防监视监听领域 ）、四创电子（布局航管雷达，主导研制我国预警机KJ200 ) - 注：我们对以上信息的准确性和完整性不作任何保证，涉及的信息随时都可能会有新变化，需谨慎参- 考。 二、机会前瞻 星链:无人机作战通信核心 普天科技:为中电网通旗下上市平台,中电网通主导了国家"天地一体化信息网络"重大项目,- 公司此前表示正"积极布局并跟进相关技术研究和产业推进"，未来可能承担卫星通信 ...

技术创新不仅为无人机飞行表演注入了新动能，也为全球市场打开了更多想象空间。近期，大漠大 （DAMODA）美国首秀盛大开启，千架无人机点亮圣地亚哥夜空，标志着DAMODA正式进军北美市 场，并同步启动"北美合作伙伴计划"。目前，大漠大智控的海外战略在加速推进，已进入日本、韩国、 新加坡、澳大利亚等50多个国家和地区，海外营收占整体业务的30%。 夜空为幕布，科技为画笔。近年来，每逢重要节点，深圳的无人机集群表演，以其震撼的视觉效果和创 新的艺术表达，牢牢吸引了游客和深圳市民的目光。其中，深圳大漠大智控技术有限公司已成为无人机 集群表演领域的龙头企业，累计全球执飞超2000万架次，完成10000余场表演，以10197架无人机同时升 空创造了两项吉尼斯世界纪录。 技术首创背后的"安全密码" 2019年至2025年，大漠大无人机连续6次登上央视春晚舞台，用变幻的光影为全球华人献上科技年味； 2024年9月26日，大漠大以10197架无人机同时升空一举打破两项吉尼斯世界纪录；2025年4月，"魅力重 庆"全球最大规模常态化无人机驻场表演正式开启，数千架无人机每月以30余幅创意画面演绎巴渝文 化，仅"五一"假期就吸引现场 ...