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千亿规模!粤港澳共绘低空经济蓝图
Shen Zhen Shang Bao· 2025-12-25 23:48
【深圳商报讯】(驻穗记者 张莹)12月25日,2025粤港澳大湾区低空经济高质量发展大会在广州举 行。作为全国首个聚焦大湾区低空经济的高规格盛会,大会以"创新引领、安全筑基、湾区先行"为主 题,来自政府、学界、行业及产业链核心企业代表共商低空经济发展大计。 据悉,聚焦机制建设、空域改革、基础设施、产业布局、应用场景等,广东低空经济取得阶段性成效: 聚集了全国30%以上的低空产业链企业,包括大疆创新、亿航智能、小鹏汇天等头部企业,数量达1.5 万家;2024年民用无人机产量694万架,位居全国第一;形成了广州、深圳、珠海三核联动、多点支 撑、成片发展的低空产业格局,产业规模超千亿元。 会上,广东金融监管局联合人民银行广东省分行、广东证监局等七部门出台《关于金融支持广东低空经 济集群发展的通知》(简称低空金融"十二条"),聚焦低空经济集群金融需求,破解低空企业"轻资 产、高成长、长周期"融资难题。 据悉2025年前三季度,广东全省保险机构已为低空经济提供保险保障超3250亿元,赔付近1.5亿元,覆 盖多场景。 中试平台是支撑打造世界级低空经济产业高地的重要基础设施。现场为新能源飞行器综合性能中试平 台、低空经济先 ...
影响市场重大事件:上海加速航空航天产业发展 支持卫星互联网星座建设;我国创造超导电动磁悬浮推进世界纪录
Mei Ri Jing Ji Xin Wen· 2025-12-25 22:35
Group 1: Aerospace Industry Development in Shanghai - Shanghai government is accelerating the development of the aerospace industry, focusing on satellite manufacturing and commercial operations, with financial support of up to 15% of total investment, capped at 50 million yuan [1] - The government encourages the large-scale application of satellite internet technology, offering one-time rewards of up to 10 million yuan for companies providing value-added services in communication, navigation, and remote sensing [1] - Support is also extended for satellite internet constellation construction, with a one-time reward of 50 million yuan for companies obtaining satellite communication business licenses [1] Group 2: Low-altitude Economy in Guangdong - Guangdong has released "Twelve Measures" to support the low-altitude economy, encouraging banks and insurance institutions to develop targeted financial products covering the entire lifecycle of low-altitude economic activities [2] - Financial institutions are guided to support upstream and downstream enterprises in the industry chain, leveraging core enterprise data to enhance services [2] - The measures aim to bolster low-altitude economic clusters and innovation platforms at both national and provincial levels [2] Group 3: Growth of Convertible Bonds in China - UBS reports that the issuance of offshore convertible bonds by Chinese companies has reached record levels this year, driven by favorable stock market conditions and lower financing costs [3] - If the market remains positive, the issuance volume is expected to continue growing next year, particularly among technology companies [3] - Funds raised are primarily allocated for AI research and development, business expansion, and overseas growth [3] Group 4: 6G Technology Development in Shanghai - Shanghai is establishing a national 6G comprehensive testing base to promote the research and development of 6G technology, including standard formulation and application scenarios [4] - Financial support of up to 30% of total investment, capped at 30 million yuan, will be provided for these initiatives [4] Group 5: Global Generative AI Spending Forecast - Counterpoint Research forecasts that global spending on generative AI will grow from 225 billion yuan in 2023 to 699 billion yuan by 2030, with a compound annual growth rate (CAGR) of 21% [5] - The AI dialogue platform segment is expected to experience the fastest growth, with personal assistant AI and content generation tools also projected to expand significantly [5] - By 2030, the number of monthly active users for global AI dialogue platforms is anticipated to exceed 5 billion [5] Group 6: Breakthrough in Superconducting Magnetic Levitation - A Chinese research team has set a world record by accelerating a ton-class test vehicle to 700 kilometers per hour in two seconds during magnetic levitation experiments [6] - This achievement marks a significant advancement in the field of ultra-high-speed magnetic levitation, providing new methods for aerospace launch and testing [6] - The breakthrough is expected to contribute to the development of China's aerospace and rail transportation sectors [6] Group 7: Hainan Free Trade Port's Initial Week Performance - During the first week of the Hainan Free Trade Port's closure, over 400 million yuan worth of "zero tariff" goods were imported [7] - The number of newly registered foreign trade enterprises in Hainan increased by 2.3 times year-on-year, reflecting the positive impact of the free trade policies [8] - The duty-free shopping market in Hainan saw significant growth, with sales reaching 1.1 billion yuan and a 54.9% year-on-year increase in shopping amounts [8] Group 8: Asset Management Standards Released - The State Administration for Market Regulation has approved four national standards for asset management, focusing on digital transformation and cultural digital assets [11] - These standards aim to guide organizations in enhancing their asset management digitalization efforts, addressing issues such as inconsistent conceptual understanding and unclear focus areas [11]
共聚创新力 激活强引擎
Su Zhou Ri Bao· 2025-12-25 22:33
Core Insights - The Shanghai-Suzhou innovation cluster ranks sixth globally in the "Top 100 Global Innovation Clusters" list for 2025, as reported by the World Intellectual Property Organization, highlighting its strong intellectual property and innovation capabilities [1] - The integration of Shanghai and Suzhou's innovation resources is significantly enhancing collaborative effects, contributing to high-quality development in the Yangtze River Delta region [1][2] Group 1: National Strategy and Innovation Collaboration - The Central Economic Work Conference emphasizes the construction of international technology innovation centers in Beijing, Shanghai, and the Guangdong-Hong Kong-Macau Greater Bay Area, providing new opportunities for Suzhou to deepen its integration with Shanghai [2] - Suzhou has become a prominent area for the release of urban synergy effects, actively aligning with Shanghai to accelerate their integration and collaborative innovation efforts [2] Group 2: Innovation Ecosystem Development - The G60 Science and Technology Innovation Corridor and the Yangtze River Delta industrial innovation belt are crucial links for deepening collaboration between Shanghai and Suzhou [3] - The establishment of various innovation alliances and joint ventures, such as the "Large Size Silver-Free Battery Full Chain Technology and Equipment Innovation Alliance," showcases the commitment to overcoming key technological challenges [3] Group 3: Economic Performance and Innovation Capacity - By 2024, the combined GDP and industrial output of Shanghai and Suzhou are expected to exceed 8 trillion yuan, reflecting the maturity of the "Shanghai R&D + Suzhou Transformation" model [4] - As of October 2025, there are over 42,500 national high-tech enterprises and nearly 2,000 specialized "little giant" enterprises in the region, indicating a robust innovation capacity [4] Group 4: Resource Sharing and Ecosystem Integration - The collaboration between Suzhou and Shanghai has evolved from project-based interactions to a shared innovation ecosystem, exemplified by the establishment of the Shanghai Jiao Tong University Suzhou Innovation Institute [5] - The new Shanghai Jiao Tong University Suzhou Advanced Research Institute aims to integrate academic resources with local industry, fostering innovation and talent development [5] Group 5: Strategic Innovations and Infrastructure - The establishment of the COMAC Taicang Research Center marks a significant step in integrating Suzhou into the aircraft design and research chain, enhancing the local aerospace industry [6] - Kunshan is actively integrating into Shanghai's innovation ecosystem, implementing initiatives like the "Hu-Kun Technology Innovation Voucher" to facilitate cross-regional collaboration [6] Group 6: Cross-Regional Collaboration and Efficiency - The launch of the "Shanghai Airport-Suzhou Pre-Positioning Cargo Station" has significantly improved logistics efficiency, reducing costs and time for high-tech product exports [7][8] - The development of a comprehensive financial service system for high-tech enterprises in Suzhou has led to 57 companies successfully listing on the Shanghai Stock Exchange's Sci-Tech Innovation Board [8] Group 7: Future Directions - The Shanghai-Suzhou innovation cluster is poised to further integrate into the international technology innovation center framework, focusing on deepening collaborative development and enhancing new productive forces [9]
影响市场重大事件:上海加速航空航天产业发展,支持卫星互联网星座建设;我国创造超导电动磁悬浮推进世界纪录
Mei Ri Jing Ji Xin Wen· 2025-12-25 22:29
Group 1: Aerospace and Technology Development - Shanghai is accelerating the development of the aerospace industry, supporting satellite internet constellation construction with funding up to 15% of total investment, capped at 50 million yuan [1] - Shanghai is creating a national 6G comprehensive testing base to promote 6G technology research and development, providing funding support up to 30% of total investment, capped at 30 million yuan [4] - The global spending on generative AI is expected to grow from 225 billion yuan in 2023 to 699 billion yuan by 2030, with a compound annual growth rate (CAGR) of 21% [5] Group 2: Financial Support and Economic Development - Guangdong has released "Twelve Measures" to support the low-altitude economy, encouraging banks and insurance institutions to develop targeted financial products for the entire lifecycle of low-altitude economic activities [2] - The Hainan Free Trade Port has seen over 400 million yuan in zero-tariff imports during its first week of closure, with a significant increase in duty-free shopping, reflecting the positive impact of the new policies [8] Group 3: Infrastructure and Asset Management - Shanghai is focusing on enhancing regional computing power infrastructure, promoting the layout of intelligent computing centers to improve supply and demand matching [10] - The State Administration for Market Regulation has approved four national standards for asset management, focusing on digital transformation and providing guidance for organizations to enhance their asset management capabilities [11]
解码“无锡模式”:以耐心资本驱动产业生态跃升
Core Insights - Wuxi has rapidly developed a thriving investment ecosystem, with over 2.6 trillion yuan in registered equity investment funds and 370 investment firms established in just four years [6][18] - The integration of industry and capital in Wuxi has led to significant growth in strategic emerging industries such as integrated circuits, biomedicine, and high-end equipment, supported by local capital [6][7] - Wuxi's investment strategy emphasizes "patient capital," focusing on long-term support for high-growth technology companies, which has become a hallmark of its financial ecosystem [8][10] Investment Scale and Impact - By 2025, Wuxi's total managed investment scale is expected to reach 2.87 trillion yuan, with cumulative investments exceeding 1.3 trillion yuan [6] - Since the start of the 14th Five-Year Plan, Wuxi has invested in over 800 local projects, with an investment amount exceeding 52 billion yuan, attracting projects totaling over 70 billion yuan [6][7] Innovative Investment Models - Wuxi's investment model combines "funds + bases" to create influential industrial landmarks, with the capital market's Wuxi sector surpassing a market value of 2 trillion yuan [6][7] - The "Wuxi model" integrates three key elements: deep industry engagement with forward-looking capital, the synergy of state-owned strategies with market efficiency, and institutional innovation with risk tolerance [7] Support for High-Tech Enterprises - Wuxi's capital has played a crucial role in the growth of high-potential tech companies in sectors like commercial aerospace and low-altitude economy, with significant investments made through local funds [8][9] - Notable investments include 500 million yuan in the domestic GPU company Moer Thread, showcasing Wuxi's commitment to supporting innovative technology firms [9] Institutional Innovation - Wuxi has implemented a clear risk tolerance mechanism for early-stage investments, allowing for higher loss acceptance rates for seed and angel funds [13][14] - The city has established a comprehensive capital service system covering all stages of enterprise development, facilitating over 70 billion yuan in financing for more than 1,000 projects since 2016 [12][14] Mergers and Acquisitions - Wuxi has introduced a three-year action plan for mergers and acquisitions, enhancing the local industrial landscape and addressing the challenges of numerous low-valued listed companies [15] - Successful cases include the acquisition of companies that significantly increased their market value, demonstrating the effectiveness of Wuxi's M&A strategy [15] Transformation of State-Owned Capital - Wuxi's state-owned capital has transitioned from traditional financing to becoming a facilitator of technological innovation, with a focus on supporting specialized and innovative enterprises [16][17] - The establishment of the Fund Town has attracted major investment firms, creating a multi-layered capital ecosystem that supports local industrial upgrades [18]
低空经济的2025:商业化进程提速 阔步迈向万亿新蓝海
Zheng Quan Shi Bao· 2025-12-25 18:45
融资:全链条迎活水 在"低空经济元年"的2024年,eVTOL这一低空经济的核心载体受到资本市场密切关注,eVTOL整机厂 商频频传出融资捷报。2025年以来,资本逐渐将更多目光投向上游的飞行控制系统、电池管理系统、精 密零部件等细分环节。 低空经济在2024年、2025年均被写入政府工作报告,并亮相"十五五"规划建议,成为公认最具潜力的未 来产业赛道之一。纵观2025年,低空经济在多元化的场景中百花齐放,并作为新质生产力的代表之一深 入海外市场。资本市场上,投资机构持续助推头部整机企业商业化,并加码布局飞控系统等产业链上游 的核心技术环节,产业基础正不断夯实。 在低空经济快速发展的另一面,商业模式、基础设施、标准细则等产业瓶颈也逐步浮现。业内普遍认 为,未来中国低空经济需在技术创新、基础设施完善、安全监管强化、商业模式探索等方面协同发力。 只有坚持技术攻关与安全保障并重,积极培育可持续的应用场景,才能推动这片万亿级蓝海行稳致远。 应用:海内外遍地开花 从海鲜"打飞的"送到餐桌、海洋牧场上空精准投饵作业,到"低空+医疗"打通生命通道、低空观光航线 领略壮美山河,2025年,低空经济应用不断赋能千行百业,并逐渐 ...
广东成为全国低空应用场景创新的重要策源地
Xin Lang Cai Jing· 2025-12-25 15:18
专题报告会由广东省机场管理集团有限公司指导,广东省低空经济产业发展有限公司、中国移动通信集 团广东有限公司、广东省科学院联合主办。报告会以"低空赋能、百业焕新"为主题,超200名各界代表 齐聚一堂,共同探讨低空经济规模化应用场景的创新实践与全要素协同支撑体系构建。 中新网广州12月25日电 (记者 郭军)2025粤港澳大湾区低空经济高质量发展大会"低空经济创新应用场景 及要素支撑"专题报告会25日在广州举办。 2025粤港澳大湾区低空经济高质量发展大会"低空经济创新应用场景及要素支撑"专题报告会25日在广州 举办。中新网记者 郭军 摄 据了解,当前,低空经济正加速融入千行百业,广东在低空出行、物流配送、农林植保、公共治理等多 领域持续探索场景示范,成为全国低空应用场景创新的重要策源地。在场景分享环节,南网通航展示了 无人机在电力巡检、山区吊运等复杂环境作业中的高效应用;泰一科技分享了无人机在政务与商业场景 的双轮实践;广东移动分享了以5G-A为核心的通导感智算如何赋能低空创新应用场景;中国农业银行 广东省分行介绍了其面向低空经济全产业链的综合金融服务方案,凸显金融活水对新兴产业的关键支撑 作用;民航广州适航审 ...
“广州低空飞行综合管理服务平台”正式发布
Xin Lang Cai Jing· 2025-12-25 15:18
Core Insights - The "Guangzhou Low Altitude Flight Comprehensive Management Service Platform" was officially launched, marking a significant step in the refined management and efficient service of low-altitude airspace in Guangzhou [1] Group 1: Low Altitude Economy Development - The Guangdong-Hong Kong-Macao Greater Bay Area has become a strategic hub and pioneer for the development of the low-altitude economy in China, as highlighted in the "2025 Guangdong-Hong Kong-Macao Greater Bay Area Low Altitude Economy Blue Book" [3] - The integration of governance systems and technological innovation is identified as the core of global low-altitude economic competition, with the Greater Bay Area positioned to create an airspace opening mechanism aligned with international standards [3] Group 2: Technological Innovations and Applications - A series of "low-altitude +" integrated applications were showcased, including national pilot construction for low-altitude economic meteorological support, innovative applications for "low-altitude + emergency," and the "Guangdong-Hong Kong-Macao Greater Bay Area Air Medical Rescue Platform" [3] - These innovations demonstrate the practical application of technology empowering various industries [3]
总投资超200亿,广东签约64个低空经济项目
Nan Fang Du Shi Bao· 2025-12-25 13:49
Group 1 - The first Guangdong-Hong Kong-Macao Greater Bay Area Low Altitude Economy High-Quality Development Conference was held in Guangzhou, resulting in the signing of 64 low-altitude economic projects with a total investment exceeding 20 billion [2] - The conference focused on the theme "Innovation Leads, Safety Builds, Bay Area First," showcasing the latest achievements and innovative practices in the low-altitude economy of the Greater Bay Area through high-level dialogues, thematic reports, and product displays [2] - Key policies announced included the implementation plan for low-altitude airspace management reform in Guangdong Province, a comprehensive infrastructure map, 12 financial support measures, and four provincial local standards [2] Group 2 - Guangdong currently hosts over 30% of the national low-altitude industry chain enterprises, with consumer drones and industrial drones accounting for 70% and 50% of the global market share, respectively [3] - Major companies in the sector include DJI Innovations, EHang, and XPeng, with a total of 15,000 enterprises contributing to a low-altitude industry scale exceeding 100 billion [3] - The projected production of civil drones in 2024 is 6.94 million units, ranking Guangdong first in the nation, establishing a low-altitude industry pattern characterized by the synergy of Guangzhou, Shenzhen, and Zhuhai [3]
空中的士、氢能飞行器都来了!大湾区展示低空经济“样板间”
Nan Fang Du Shi Bao· 2025-12-25 12:57
当广州迎来又一轮冷锋过境,一场面向全省的低空经济产业热也在同期上演。 12月25日,珠江之畔、广交会堂外,一架架造型前卫的eVTOL(电动垂直起降飞行器)整齐列阵,吸 引众多与会者驻足。 在"2025粤港澳大湾区低空经济高质量发展大会"开幕当天,户外静态展区俨然成为未来低空经济的"样 板间":万丰航空的VoloCity空中出租车与钻石HEMEP飞机并列展示;亿航智能的VT-35长航程载人航空 器首次公开亮相;广东云韬氢能科技的氢燃料倾转旋翼飞行器YT700展示了氢能科技新方向;广东空天 科技研究院的单人喷气飞行背包也引来多人围观……这些在大规模商用前蓄势待发的飞行器,已将未来 生活真实地停放在公众面前。 作为全国首个聚焦大湾区低空经济的高规格盛会,本次大会在集中展示低空经济产业发展成果的同时, 重磅发布《广东省低空空域管理改革实施方案》、金融支持12条等政策文件,推出涵盖空域申请、飞行 监控等全流程服务的广东省与广州市两级低空飞行综合管理服务平台,加之粤港澳三地多城市签署项目 合约,协同联动、优势互补。大湾区低空产业为何能领跑全国,其背后的核心支撑与发展密码在这场盛 会上已清晰呈现。 现场 物流、农业、能源无 ...