Core Viewpoint - The development of low-altitude economy in China is crucial for enhancing the logistics system, particularly in addressing the shortcomings of regional air logistics and utilizing cost-effective cargo drones to meet real-world demands in the logistics sector [1][9]. Group 1: Low-altitude Economy and Logistics - The low-altitude economy is seen as a transformative force for China's logistics, particularly in regions with challenging geographical conditions, such as the northwest, where traditional infrastructure is difficult to develop [5][7]. - The establishment of a robust air logistics network can facilitate the flow of resources, including capital, technology, and talent, from economically developed southeastern regions to the less developed northwest [5][9]. Group 2: Industry Developments and Innovations - Companies like Yifei Aviation and Weizhi Aviation are focusing on the regional air logistics sector, with products like the ES1000 drone, which can carry 1.5 tons over a distance of 1000 kilometers, and the Macro Yunxiong drone, which can carry 500 kilograms over 500 kilometers [11][13]. - The recent order of 100 ES1000 drones by SF Express is viewed as a significant step in the commercialization of low-altitude economy and regional logistics in China [11]. Group 3: Comparison with Global Aviation Industry - China's aviation industry is currently at a disadvantage compared to the U.S., which has a significantly larger number of general aviation airports and a more developed aviation infrastructure [15][17]. - The shift towards electric and intelligent aviation technologies is expected to bridge the gaps in China's aviation capabilities, similar to how the country has advanced in the electric vehicle sector [17][19]. Group 4: Future Outlook - The low-altitude economy is anticipated to reshape various industries, including agriculture, electricity, and transportation, by leveraging the advantages of drones, such as low cost and high efficiency [19]. - There is a strong belief in the potential of China's low-altitude economy to evolve from a domestic focus to a global presence, driven by innovative technology and the capabilities of young entrepreneurs [19].

Core Viewpoint - The consumer drone market in China is experiencing robust growth, driven by rising living standards, increased entertainment demand, and government support, with market size expected to reach 48.899 billion yuan in 2024, a year-on-year increase of 20.0% [1][12]. Group 1: Industry Overview - China is one of the largest drone markets globally, with the consumer drone segment showing significant development [12]. - Consumer drones are designed for personal use, featuring lightweight, easy operation, and relatively low prices, catering to ordinary consumers' needs [3]. - The government has implemented various policies to encourage the development and application of consumer drone technology while enhancing flight regulation for safety and privacy [1][12]. Group 2: Market Size and Growth - The consumer drone market in China is projected to grow to 58.678 billion yuan by 2025 [1][12]. - The flight control system market in China is also expanding, with a projected growth from 314 million yuan in 2021 to 521 million yuan in 2024, reflecting a compound annual growth rate of 18.4% [10]. Group 3: Investment Trends - The investment landscape in the consumer drone sector is active, with the number of investments reaching 6 by April 2025, totaling 800 million yuan, surpassing the total investment amount for 2024 [14]. Group 4: Competitive Landscape - The consumer drone market is characterized by a stable competitive landscape, with leading companies like DJI and EHang dominating the high-end market, while the mid-to-low-end market remains fragmented [15][18]. Group 5: Industry Trends - Technological innovation is driving the industry forward, with advancements in AI, big data, and cloud computing enhancing the intelligence of consumer drones [21]. - Miniaturization is a key trend, as consumer demand for lightweight and portable drones increases [22]. - The industry is expected to see accelerated mergers and acquisitions as competition intensifies and prices decline, with average prices dropping from 5,000 yuan in 2019 to 1,800 yuan in 2024 [24].

重点区域招商引资贡献突出。围绕自治区重点产业布局，内蒙古一季度面向京津冀、长三角、粤港澳大 湾区、东三省等重点区域积极开展小分队精准招商。新签约招商引资项目376个，其中，京津冀地区新 签约153个，北京新签约108个项目，占比达28.9%。在建项目中，京津冀、长三角、粤港澳等重点区域 共引进到位资金593.7亿元，占全部到位资金的71.5%，同比增长46.6%。(高慧) 重点产业链招商引资精准有力。一季度内蒙古21条重点产业链到位资金270.3亿元，占全部到位资金的 32.6%。其中，风电装备、储能、煤焦化工、生物医药等9条产业链保持50%以上的高速增长，特别是稀 土产业链到位资金同比增长高达5.6倍。 重大项目招商引资成效明显。一季度新签约协议投资额亿元以上项目245个，50亿元以上项目18个。在 建项目中，重点监测的总投资10亿元及以上重大项目433个，到位资金552.7亿元，同比增长19.6%，占 全部到位资金的66.6%。包头市机器人和无人机产学研用融合基地、锡林郭勒盟300万吨铁矿石落地深 加工项目、乌兰察布市中金零碳算力基地项目、鄂尔多斯市三峡库布其沙漠新能源基地项目、阿拉善盟 灵圣蛋氨酸项目等 ...

Core Insights - The low-altitude economy in China is experiencing robust growth, with the market size expected to reach 505.95 billion yuan in 2023, growing at a rate of 33.8% [1][3] - The industry is supported by comprehensive upgrades and deep integration across the low-altitude economic chain, particularly in the drone sector, which has developed a complete industrial ecosystem [3][4] - Government policies and technological advancements are driving the growth of the low-altitude economy, with local governments implementing supportive measures [3][4] Industry Growth - In April, the value added in the smart unmanned aerial vehicle manufacturing and smart vehicle-mounted equipment manufacturing sectors increased by 74.2% and 29.3%, respectively, significantly outpacing the overall industrial growth rate [1] - The number of registered low-altitude economy-related enterprises in China has surged, with a total of 86,500 companies currently, and an expected addition of 11,100 new registrations in 2024, marking a year-on-year increase of 14.55% [3][4] - The East China region leads the country with a 25.93% share of the low-altitude economy enterprises [3] Infrastructure Development - There is a significant investment in low-altitude infrastructure, including the construction of drone take-off and landing sites, charging stations, and monitoring systems, which are essential for unlocking development potential [3][4] - The operational service segment is becoming a crucial link between the low-altitude economy and market demands, with various companies showcasing diverse operational services [4] - Micro take-off and landing sites are identified as a primary focus for infrastructure development across various regions [4]

每经记者｜余蕊均 杨弃非 每经编辑｜杨欢 图片来源： "这一次，我们又回来了，回到了梦开始的地方。"5月19日下午，一站上发布舞台，华为终端BG首席执行官何刚就很好地解答了所有人的疑问——为什么是 成都？ 当天，华为在成都东安湖畔举行nova 14系列及鸿蒙电脑新品发布会。相较于"为破局而来"的首款鸿蒙电脑，何刚口中"上升了一个巨大台阶"的nova，才是成 都被"相中"的主要原因。 9年前，华为在成都发布首款nova产品。用何刚的话说，他们是在成都开启了nova品牌逐梦之旅。如今，带着"nova史上最强产品"，回到"梦开始的地方"， 一切似乎都在情理之中。 事实上，对成都来说，9年间，城市综合实力同样上了一个"巨大台阶"。作为西部地区重要的中心城市，成都不断被"用脚投票"。也因此，一位香港投资人 曾直言，"有人的地方不怕没钱来"。 企业的嗅觉历来灵敏。一组数据是，过去一年，成都引进820家首店，创历史新高。这还不算首秀、首演、首展等其他"首类"活动。 时至今日，当各大品牌持续"相中"这座西部城市，与其继续揣测"为什么是它"，倒不如正视"成都市场"——不只是消费领域的"兵家必争地"，城市生态早已 不可同日而语。 ...

编者按：南方财经全媒体、21世纪经济报道深圳记者站推出"新工种观察"专栏。经济转型和产业发展带 来新职业和新工种，人社部自2019年以来已陆续向社会发布6批93个新职业。这既是经济转型升级的路 线图，也是稳岗扩岗、技能培训的风向标。尤其是，广东以"百万英才汇南粤"行动为标志，努力吸纳 100万高校毕业生来粤就业创业。以深圳为代表"创新之都"、"工业第一城"、"外贸第一城"，新的产业 形态和应用场景，正在产生与每一个人有关的产业变革浪潮。 "无人机群飞行规划员在编队表演领域是一个目前比较普及的职业，负责机群的飞行轨迹规划。不像普 通飞手一人操控一架无人机，规划员将依靠软件编程实现对多个终端的控制。相信未来在植保、测绘、 应急等行业也会普及机群规划员相关岗位，利用多个飞行终端完成同一任务，效率更高、成本更 低。"高巨创新总经理高健向南方财经全媒体记者表示。 据中国民航局预测，到2025年我国低空经济市场规模将达到1.5万亿元，2035年有望达到3.5万亿元。 从"驾驶员"到"规划员"，从手动操作到全自动化运作，无人机新职业与新技术、新场景、新基建同步迭 代，"飞"出了一片就业新蓝海。 低空领域的"乐团指挥" 据人 ...

为了让市民更好地了解该《办法》，长江日报记者5月19日采访了武汉市公安局治安管 理支队（以下简称市治安支队）相关负责人。 公开征求意见，《办法》几易其稿 今年，"低空经济"再次被写入国务院政府工作报告，表述从去年的"积极打造"变为"安 全健康发展"，更加凸显了安全发展的重要性。 当前，民用无人驾驶航空器已广泛应用于社会各行各业并融入群众日常生活，其在促进 经济社会发展、丰富人民群众生活的同时，带来了"黑飞"扰航、失控伤人、偷拍侵权等问 题。 无人机所有者必须实名，飞手不得"酒驾"……5月29日，我市将正式实施《武汉市民用 无人驾驶航空器安全管理暂行办法》（以下简称《办法》），为民用无人机施划"跑道"。这 是武汉市第一部民用无人驾驶航空器安全管理工作规范性文件。 《办法》规定：无人机要实名登记；安装螺旋桨防护装置；不得窥探国家秘密；不得侵 犯其他人合法权益；飞手不得在喝了酒精饮料后操纵无人机；市公安局为无人机公共安全管 理部门；市交通运输局、经济和信息化局、发展和改革委员会、应急管理局等部门按职责进 行管理等。 《办法》规范了我市民用无人驾驶航空器的生产、销售和使用，确立了安全有序、服务 发展、分类管理、协同高 ...

能飞航空副总经理秦艺雯 广东省作为经济大省和科技强省，具备发展通航及无人机行业的得天独厚的条件。通过加强各方的协同 合作，充分发挥各自的优势，能够有效推动行业的高质量发展，为低空经济的繁荣注入强大动力。 凝聚共识 高效规划发展蓝图 5月13日上午，广东省通用航空协会、广东省无人机行业协会理事会在广州黄埔低空经济产业创新中心 成功举办。能飞航空作为广东省无人机行业协会理事单位受邀出席此次会议，聚焦于多个关键议题展开 深入探讨，旨在推动广东省通航及无人机行业的稳健前行与长远发展。 深入探讨 聚焦关键议题 会议进入深入讨论环节，与会代表们聚焦于技术创新、产业协同、生态构建等关键方向，展开了热烈而 富有成效的交流。能飞航空副总经理秦艺雯在会议讨论中表示，"希望未来能结合通用航空原有基础设 施和市场资源与无人机行业进行产业联动，争取为低空经济做出更大贡献。" 在全体参会理事单位的深度参与和共同努力下，此次理事会高效凝聚行业共识、系统规划发展蓝图，不 仅形成多项务实工作举措，更以高站位部署为广东省通航及无人机行业的高质量发展筑牢根基、注入动 能，为行业迈向规范化、规模化新征程奠定坚实基础。 在低空经济蓬勃发展的浪潮中，专 ...

Group 1: Core Trends - "Chinese purchase" is becoming a global trend, with foreign visitors increasingly traveling to China for shopping, leading to a surge in "reverse purchasing" [1][5] - During the recent May Day holiday, UnionPay and Wanglian reported a year-on-year increase of 244.86% in transaction volume and 128.04% in transaction value from foreign visitors [1] - Inbound tourist spending in China reached $94.2 billion last year, marking a 77.8% increase compared to the previous year [1] Group 2: Policy and Regulatory Environment - China has implemented visa-free entry policies for 38 countries and extended transit visa-free stay from 72/144 hours to 240 hours [2] - The "immediate refund" tax policy for departing tourists has seen a 22-fold increase in pilot regions, significantly boosting the overall tax refund scale [2] - Recent announcements from the State Taxation Administration and other departments aim to further optimize tax refund policies and enhance the shopping experience for inbound consumers [2] Group 3: Payment Experience - China's advanced digital payment ecosystem has lowered payment barriers for foreign tourists, making shopping more seamless [3] - Services such as "foreign card binding" and "foreign wallet usage" allow international visitors to make payments easily, enhancing their shopping experience [3] - The development of "borderless payment" solutions is a key factor in the popularity of "Chinese purchase" among global consumers [3] Group 4: Rise of Domestic Brands - Chinese brands are transforming global consumer perceptions, moving from "Made in China" to "Chinese brands" through innovation and quality [4] - Companies like Huawei, DJI, Xiaomi, Anta, and Gree are gaining significant market shares and recognition in international markets [4] - The emergence of domestic brands reflects a "quality revolution," contributing to the success of "Chinese purchase" on the global stage [4] Group 5: Economic Implications - The shift from "overseas purchasing" to "Chinese purchase" highlights the deep interaction between China and the world, showcasing the vibrancy of the Chinese consumer market [5] - The combination of favorable policies, convenient payment experiences, and strong domestic brands creates a powerful synergy that enhances China's economic resilience [5] - The ongoing high-level opening-up and structural reforms in China are expected to further drive the "reverse purchasing" trend, fostering win-win cooperation with the world [5]

Group 1: Drone Industry - The "Jiutian" drone, which is a reconnaissance and strike integrated UAV, is set to make its maiden flight by the end of June 2023, featuring a wingspan of 25 meters, a maximum takeoff weight of 16 tons, a payload capacity of 6 tons, and a range of 7000 kilometers with a flight duration exceeding 12 hours [2] - The drone is equipped with a unique "heterogeneous hive mission cabin" that can hold over a hundred loitering munitions or small drones, earning it the nickname "airborne drone carrier" [2] - According to TrendForce, the global military drone market is expected to grow to $34.3 billion by 2025, with domestic demand for drones in China gradually recovering, indicating a potential turning point [2] Group 2: Brain-Computer Interface (BCI) Industry - The first clinical and translational ward for brain-computer interface technology in China has been established at Beijing Tiantan Hospital, aiming to provide innovative treatments for patients with neurological diseases such as hemiplegia [3] - McKinsey forecasts that the potential market size for BCIs in the medical field could grow from $40 billion in 2030 to $145 billion by 2040 [3] - According to Founder Securities, BCIs are expected to become a core technology for the next generation of human-machine interaction, with applications initially focused on medical rehabilitation and later expanding to education, entertainment, military, and industrial sectors [3] Group 3: Semiconductor Industry - Xiaomi's President Lu Weibing announced that products utilizing the self-developed "Xuanjie O1" chip will extend beyond smartphones, indicating a broader application of the chip technology [3] - The global technology sector is expected to see increased efforts in AI edge products, with SoC chips experiencing growth in both volume and price [4] - The introduction of DeepSeek, a low-cost, high-performance, open-source model, is anticipated to drive demand for SoC chips by advancing upstream inference and training chips, thereby promoting AI edge applications and hardware development [5] Group 4: Robotics Industry - NVIDIA's CEO Jensen Huang highlighted that most robotic systems developed so far lack the necessary production scale to sustain innovation and progress, suggesting a future where all mobile devices will become robots, potentially revolutionizing the industrial sector [5] - Haitong Securities noted that the deep integration of software and hardware is accelerating the commercialization of humanoid robots, with hardware performance improvements and cost reductions being key drivers for industry growth [5]