新华财经广州12月25日电（记者刘玉龙、吕光一）2025粤港澳大湾区低空经济高质量发展大会在广州中国进出口商品交易会展馆隆重举办。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、行业领袖及产业链核心企业代表共商低空经济发展大 计，为万亿级新赛道注入强劲动能。 大会设置了圆桌对话环节，来自全球低空经济领域的顶尖企业家、科学家等围绕"低空经济闭环发展路径及国际合作实践探索"这一主题进行讨论，把脉低空 经济高质量发展、跨境合作的机遇和挑战，并提出可行性建议。同日下午，大会举办五场平行专题报告会，涵盖安全、应用、治理、文旅等低空经济领域前 沿议题。 本次大会由广东省发展和改革委员会、广州市人民政府、香港发展低空经济工作组、澳门经济及科技发展局等联合指导，广州市发展和改革委员会、海珠区 人民政府、中国经济信息社、工信部电子五所、广东省低空经济产业发展有限公司、大湾区低空经济联盟（香港）、无人系统工程师协会（澳门）等共同主 办。 编辑：尹杨 广东将低空经济作为培育新质生产力、实现高质量发展的重要抓手，聚焦机制建设、空域改革、基础设施、产业布局、应用场景等多点发力 ...

Core Viewpoint - The National Development and Reform Commission emphasizes the importance of accelerating the construction of a modern infrastructure system to support national strategic implementation and high-quality economic development [1] Group 1: Infrastructure Development - The article highlights the need to enhance the comprehensive functions of infrastructure, focusing on supporting major national strategies and improving safety capabilities in key areas [1] - In the transportation sector, there is a call to improve the interconnectivity of infrastructure and the quality and efficiency of transportation services to support regional coordinated development and new urbanization strategies [1] - The development of low-altitude economy, hub economy, and channel economy is encouraged, along with the cultivation of experience economies such as cruise and yacht tourism and automotive camps [1] Group 2: Energy Sector - The article stresses the importance of coordinating domestic and international markets for energy resources, optimizing energy imports, and encouraging enterprises to participate in energy project construction abroad [1] - It emphasizes the need to strengthen coal supply as a stabilizing foundation and accelerate the release of high-quality coal production capacity [1] - The article also mentions the gradual enhancement of physical reserves for coal, oil, and natural gas, and the orderly promotion of the national coal-to-oil and gas strategic reserve base construction [1]

Core Insights - Beijing Zhuoyue Intelligent Technology Co., Ltd. successfully completed a strategic financing round of 200 million RMB, marking a deepened strategic cooperation with Hangzhou Industrial Investment Group [1][3] - The partnership aims to enhance the low-altitude economy in Hangzhou, with a focus on integrating advanced manufacturing, digital economy, and other emerging industries [1][10] Strategic Resonance - The collaboration is rooted in a shared strategic vision and value resonance, supported by practical explorations [3] - Hangzhou Industrial Investment Group launched a 10 billion RMB mother fund to build an investment ecosystem, with low-altitude economy as a key focus [3][9] - Zhuoyue Intelligent was invited to become a key partner in this investment ecosystem, solidifying the foundation for future financing cooperation [3][9] Implementation Practices - The partnership has already led to tangible outcomes, including Zhuoyue Intelligent's participation in the Global Digital Trade Expo, showcasing its ZTX260 tethered drone [5] - Zhuoyue Intelligent's subsidiary has established operations in Hangzhou, integrating into the local low-altitude economic ecosystem [5][9] Future Outlook - The completion of the financing round is seen as a critical step in upgrading the strategic partnership, with plans to focus on AI and drone technology integration, application expansion, and global market development [7][10] - The collaboration aims to create a complete cooperation loop of strategic consensus, resource synergy, industrial integration, and capital deepening [9][10] Strategic Value - The partnership exemplifies a model of government-enterprise collaboration and industry-investment integration, which is significant for the development of the low-altitude economy [10] - The collaboration is positioned to provide replicable experiences for the standardized development of the low-altitude economy across the country [10]

｜2025年12月25日 星期四｜ NO.1国金证券：全球储能行业正开启增长新周期 国金证券指出，全球储能行业正开启增长新周期，预计2026年全球储能新增装机将达438GWh，同比增 长62%。增长动力由过去的单一新能源消纳，转变为"AI算力基建+能源转型刚需+电网阻塞"的三重驱 动。行业供需关系显著改善，由去库周期转入补库繁荣期，部分产业链环节将迎来量价齐升。 每日经济新闻 中信建投研报称，低空经济作为国家战略性新兴产业，需强化政策体系的系统性与前瞻性，破解空域管 理碎片化、审批效率需提高等核心矛盾。低空经济基础设施建设层面，需要加速硬基础设施网络布局、 推进低空数字基础设施与智慧化管理等。以eVTOL为核心的新型飞行器作为行业发展的关键载体，需 突破技术壁垒、完善产业链并加速商业化落地。展望未来，随着制度与技术创新的进一步深化，基础设 施的不断完善，应用场景的持续丰富拓展，低空经济产业有望实现良好增长，为新质生产力发展注入新 动能。 NO.3中信建投：聚焦核聚变产业中上游投资机会 12月25日，中信建投研报称，可控核聚变因燃料充足、清洁环保、能量密度高且相对安全等优势，被认 为是能源革命的终极解决方案，也 ...

Group 1 - The global energy storage industry is entering a new growth cycle, with an expected addition of 438 GWh of new installations by 2026, representing a 62% year-on-year increase. The growth is driven by three factors: AI infrastructure, energy transition needs, and grid congestion [1] - The supply-demand relationship in the energy storage sector is significantly improving, transitioning from a destocking phase to a replenishment boom, leading to simultaneous increases in both volume and price in certain segments of the industry [1] Group 2 - The low-altitude economy is expected to achieve good growth as a strategic emerging industry, necessitating a more systematic and forward-looking policy framework to address core issues such as fragmented airspace management and the need for improved approval efficiency [2] - Infrastructure development for the low-altitude economy requires accelerated deployment of hard infrastructure networks and the advancement of low-altitude digital infrastructure and smart management [2] - The new type of flying vehicle centered around eVTOL is crucial for industry development, requiring breakthroughs in technology, improvement of the industrial chain, and acceleration of commercialization [2] Group 3 - Controlled nuclear fusion is viewed as the ultimate solution for the energy revolution due to its abundant fuel supply, environmental cleanliness, high energy density, and relative safety, making it a focal point of strategic competition in the energy sector among major countries [3] - With breakthroughs in high-temperature superconductors and AI technology, along with continuous policy and capital support, the construction of large scientific facilities is becoming a priority for various countries, and commercial fusion projects are gaining traction in the capital markets [3] - The current focus in the controlled nuclear fusion industry is on technological engineering and commercial feasibility breakthroughs, with significant investment opportunities concentrated in the upstream segments related to the construction of large scientific facilities and experimental reactors [3]

12月24日，以"进解优促面对面·每周有链长接待"为主题的成都市金牛区产业生态供需对接活动举行。 活动聚焦轨道交通、低空经济、航空航天、生物医药、人工智能等10条重点产业链，组织10大产业生态 组团、汇聚近200家企业及相关服务机构，搭建全链聚合、供需直通、生态共建的高效对接平台。"多家 医疗机构与我们公司现场对接上了，这对企业来讲是实实在在的支持。"瑞科高纬度医疗器械科技（成 都）有限公司相关负责人在活动现场说道。 活动创新采用"产业链组团"参会模式，每个组团均有20余家行业代表，涵盖链主链属企业、区级职能部 门、金融机构、律师事务所、人力资源及知识产权服务机构、行业协会等多方主体，形成"政企金服 协"五端合力的产业生态圈。通过组团式、场景化的交流安排，推动链内协同、跨链合作，实现从"单点 企业服务"到"产业链生态赋能"的升级。 现场还邀请低空经济、轨道交通、人工智能、生物医药、文化旅游等5大产业组团的重点企业代表进行 了供需对接发布，分享核心能力，提出超50项合作需求。会场特设"布展企业及爆款产品展示交流"环 节，集中展示近20件"金牛造"亮点产品。 活动集中4大类供需与合作清单。其中，《民间投资机会清单 ...

Core Insights - The development of the low-altitude economy is a national strategic priority in China, emphasizing the need for a comprehensive policy framework and infrastructure support [1][3] - The low-altitude economy is defined as a new economic form centered around low-altitude flight activities, integrating technologies such as unmanned driving and low-altitude intelligent networking [1] - The industry is currently at a critical window for scaling up, with expectations for significant growth in the next 3-5 years due to advancements in certification, pilot scenarios, and infrastructure [1][3] Policy Framework - China has established a multi-layered policy framework for the low-altitude economy, characterized by top-level design, regional collaboration, and technological innovation [1] - Local policies are tailored to specific regional conditions, focusing on key breakthroughs [1] Industry Chain - The low-altitude economy industry chain is extensive, covering upstream raw materials and core components, midstream aircraft manufacturing and ground systems, and downstream diverse application scenarios [2] - Upstream includes the development and production of critical components like batteries, motors, and control systems; midstream focuses on manufacturing low-altitude aircraft such as drones and eVTOLs; downstream applications span logistics, commuting, tourism, agriculture, surveying, and emergency services [2] Infrastructure and Technology - There is a need to enhance the systematic and forward-looking nature of the policy framework to address challenges such as fragmented airspace management and the need for improved approval efficiency [3] - Infrastructure development must accelerate, including the establishment of hard infrastructure networks and the promotion of low-altitude digital infrastructure and smart management [3] - eVTOLs are identified as key vehicles for industry development, requiring breakthroughs in technology and the completion of the industry chain for commercial viability [3]

Group 1 - The low-altitude economy in Guangdong is rapidly developing, with significant events such as the International Low Altitude Economic Trade Expo and the Asian General Aviation Exhibition showcasing a variety of products and technologies [1][2] - By the end of 2025, the low-altitude economy market in China is projected to reach 1.5 trillion yuan, with Guangdong aiming to be a leader in this sector, leveraging its strong manufacturing base and innovation capabilities [2][3] - Guangdong's low-altitude economy has already reached a scale of hundreds of billions, with over 2,000 manufacturers and more than 15,000 related enterprises, accounting for over 30% of the national industry [2][3] Group 2 - The production of civil drones in Guangdong increased by 58.2% year-on-year in the first half of 2025, indicating rapid advancements in manufacturing and innovation within the low-altitude economy [3] - Guangdong has established a robust infrastructure for low-altitude operations, including 64 general airports and over 1,400 takeoff and landing points, supported by a comprehensive low-altitude flight network [4][5] - The province is developing a low-altitude intelligent network system to ensure flight safety and operational efficiency, with initiatives such as the establishment of a full-process safety guarantee system in Guangzhou [5][6] Group 3 - The Guangdong-Hong Kong-Macao Greater Bay Area is positioned as a unique testing ground for low-altitude applications, with significant demand for efficient logistics and public services [7][8] - The region is also exploring regulatory innovations, including the establishment of the first cross-sea eVTOL route and the first helicopter cross-border port, facilitating the development of low-altitude infrastructure [8] - Guangdong aims to leverage its advantages to lead the low-altitude economy in China and contribute to global governance in this emerging field [8]

Core Viewpoint - Wuhan's East Lake District is rapidly developing into a vibrant industrial new city, showcasing a blend of ecological sustainability and industrial growth, positioning itself as a key player in China's new industrialization and food industry sectors [1][3]. Group 1: Historical Development - The East Lake area has a rich history dating back 5,000 years, evolving from agricultural roots to a national economic development zone by 2010 [2][3]. - The establishment of the Wujiashan State Farm in 1958 marked the beginning of organized agricultural development, which laid the foundation for the region's economic growth [2]. - The transition from an agricultural to an industrial economy was marked by the introduction of various enterprises, including food and logistics companies, which accelerated regional economic development [2][3]. Group 2: Strategic Initiatives - The establishment of the National Cybersecurity Talent and Innovation Base in 2016 has positioned East Lake as a hub for cybersecurity innovation, attracting over 300 cybersecurity companies [4]. - The Wuhan Land Port National Logistics Hub was approved in 2021, enhancing the region's logistics capabilities and integrating various transportation modes to support economic growth [5]. - The development of a logistics ecosystem that includes rail-water transport and cross-border trade is transforming the region into a logistics hub, contributing to the "port-industry-city" integration [5]. Group 3: Industrial Growth - The East Lake District is focusing on upgrading traditional industries while fostering emerging sectors, creating a modern industrial system characterized by a "343" structure [6]. - Significant advancements in traditional industries, such as food health and equipment manufacturing, are being complemented by the rise of strategic emerging industries like cybersecurity and new energy materials [6][7]. - The region is also investing in future industries, including hydrogen energy and low-altitude economy, with several high-tech enterprises establishing operations [7]. Group 4: Quality of Life and Urban Development - The East Lake District is committed to creating a harmonious living environment, integrating ecological beauty with urban development, and achieving a green coverage rate of 48% [8]. - The development of transportation infrastructure, including six urban metro lines and major highways, enhances connectivity and accessibility within the region [8]. - Cultural and recreational facilities, such as libraries and theaters, are being developed to meet the growing demand for high-quality cultural experiences among residents [9]. Group 5: Demographics and Community - Over the past decade, 470,000 new residents have settled in the East Lake District, contributing to a population nearing one million, which fosters innovation and entrepreneurship [10].

Core Viewpoint - The Guizhou Province Huaxi District's 15th Five-Year Plan aims to achieve high-quality development by focusing on innovation, economic growth, and improving the quality of life for residents while ensuring a stable and secure environment [1][2]. Group 1: Economic and Social Development Goals - The main goals for the 15th Five-Year period include building a vibrant, happy, civilized, beautiful, and safe Huaxi, with significant improvements in economic, technological, and comprehensive strength by 2035 [2]. - The district plans to construct a modern industrial system, focusing on industrial goals, projects, and enterprises, while also developing a modern agricultural system to enhance agricultural productivity and rural revitalization [2][3]. Group 2: Tourism and Innovation - Huaxi District aims to enhance its tourism appeal by developing a comprehensive leisure and vacation product system, establishing itself as a year-round destination for outdoor sports and wellness tourism [3]. - The district will focus on technological innovation to drive economic growth, enhancing digital productivity, and fostering a strong innovation ecosystem by attracting talent and increasing investment in technology [3]. Group 3: Infrastructure and Service Improvement - Plans include building a modern infrastructure system with improved transportation, water management, and energy facilities to support economic activities [2]. - The district will also enhance service quality in tourism and other sectors, upgrading digital services and ensuring a robust tourism support system [3].