"我们的理念是'先物后人、先西后东'。要通过载货运营，大量积累飞行器的可靠性数据和运营经验， 再考虑向载人领域拓展。"航天时代飞鹏有限公司总经理刘泽峰在接受中国证券报记者专访时表示，公 司自诞生起就选择了大型无人运输机这条技术门槛高、投入周期长的赛道。这一思路，也正契合了国家 对低空经济"先远郊后城市、先货物后载人、先隔离后融合"的发展指导原则。 随着其核心产品飞鹏FP-98"狮子座"大型无人机获得民航局型号合格证并实现交付，新一轮由国有资本 领投的融资完成，时代飞鹏的技术路径和商业模式正逐渐接受市场检验，成为观察低空经济产业化进程 的一个典型样本。 构建"三段式"立体运输网 时代飞鹏的产品体系，遵循了"双1000、双100、双10"战略。"双1000"，即瞄准航程一千公里、有效载 重一吨以上的大型固定翼无人机，旨在解决省际间的支线物流需求；"双100"级的中型垂直起降无人 机，用于远郊县和城市群之间的高频次转运；而"双10"级别的小型多旋翼机，则渗透至医疗紧急配送、 港口岸船补给等末端场景。 这套组合拳的目标，是构建从有人驾驶航空干线到无人驾驶航空末端支线的无缝衔接能力，将天空转化 为一张立体的物流网络。 ...

FCC主席布伦丹.卡尔(Brendan Carr)在社交媒体发文称，特朗普总统已明确表示其政府将采取行动确保 美国领空安全，释放美国在无人机领域的统治力。"我们通过今日的行动实现这一目标，此举不会扰乱 此前已获授权无人机的继续使用或购买，同时也设立了适当的机制，将不构成风险的无人机排除在 外。"他表示。 截至发稿，FCC尚未回应置评请求。(作者/箫雨) 无人机 凤凰网科技讯北京时间12月23日，据彭博社报道，美国联邦通信委员会(FCC)周一表示，今后将禁止大 多数外国制造的无人机及无人飞机系统关键部件进入美国。 根据FCC发布的一份公告，FCC基本上将禁止非本土制造的无人机及零部件获得在美销售所需的设备授 权。设备授权是一项常规认证程序，大多数电子产品在面向消费者销售前都必须获得这一认证。这一规 定仅适用于未来进口和销售的无人机，不适用于已经售出或正在使用的产品。 ...

Group 1 - The People's Bank of China announced a one-time credit repair policy for small personal overdue debts under 10,000 yuan, applicable to credit cards, home loans, and consumer loans, emphasizing that full repayment of overdue debts is required for eligibility [1] - The December LPR remained unchanged at 3.0% for the one-year term and 3.5% for the five-year term, marking seven consecutive months of stability due to steady policy rates and pressure on the banking sector's net interest margin [1] - The "Yue Che Nan Xia" policy allows private cars from four cities in Guangdong to enter Hong Kong, with a maximum stay of three days, effective from December 23 [1] Group 2 - The National People's Congress reported that 98% of the 2,186 issues identified in the 2024 budget execution audit have been rectified, with a total rectification amount of 1.04 trillion yuan [2] - The draft of the Childcare Services Law was presented for review, aimed at supporting families with children under three years old and improving population quality [2] - The draft revision of the Banking Supervision Law extends regulatory oversight to major shareholders and actual controllers of banking institutions, targeting illegal related transactions [2] Group 3 - The State Administration for Market Regulation issued new regulations for online sales of industrial products, set to take effect on December 1, 2026, addressing issues of counterfeit products and compliance [3] - The Ministry of Commerce announced a preliminary ruling on anti-subsidy measures for dairy products imported from the EU, effective December 23, 2025 [3] - The Guangzhan High-Speed Railway commenced operations, reducing travel time from Guangzhou to Zhanjiang by 61 minutes [3] Group 4 - The Shenzhen merger and acquisition market saw 1,104 new disclosures this year, totaling 553.7 billion yuan, with significant growth in both quantity and value [3] - The Shanghai stock market accepted 114 refinancing applications this year, with actual fundraising reaching 687.9 billion yuan [4] - The China Financial Futures Exchange announced a reduction in transaction fees for stock index futures and government bond futures starting January 1, 2026 [4] Group 5 - BYD confirmed rumors of salary increases for its R&D personnel, although it did not specify the details of the increases [4] - Kuaishou experienced a severe cybersecurity incident, with reports of inappropriate content flooding the platform, leading to an investigation [5] - Zhiyuan Robotics launched an open robot rental platform covering 50 cities, offering various rental options [5] Group 6 - Zhiyuan and MiniMax received approval for their IPOs in Hong Kong, with plans to issue up to 43.03 million and 33.58 million shares, respectively [6] - Sanhua Intelligent Control expects a net profit of 3.874 to 4.649 billion yuan for the year, representing a growth of 25% to 50% [6] Group 7 - The U.S. stock market saw all three major indices rise, with the S&P 500 up 0.64%, the Nasdaq up 0.52%, and the Dow Jones up 0.47%, reflecting mixed performance among large tech stocks [7]

全球财经媒体昨夜今晨共同关注的头条新闻主要有： 特朗普政府叫停美国所有海上风电项目 特朗普政府周一叫停了所有美国海上风电项目的建设，这是一项影响深远的举措，旨在打击总统最不喜 欢的行业之一。 1、特朗普政府叫停美国所有海上风电项目 2、美国FCC将限制进口外国制造无人机及关键部件 3、甲骨文创始人提供404亿美元担保，以加强派拉蒙对华纳兄弟的竞购 4、谷歌47.5亿美元收购Intersect，人工智能投资计划持续扩大 5、委内瑞拉石油装运放缓，更多船只在美国新拦截行动后掉头 6、美银CEO：AI的经济效益正日益显现 美国FCC将限制进口外国制造无人机及关键部件 美国联邦通信委员会（FCC）将外国制造的无人机或无人机系统的关键部件列入其"覆盖清单"（covered list），从而阻止了未来大部分进口。 FCC主席Brendan Carr在X平台发布了FCC有关无人机的情况说明书。 根据该情况说明书，被列入"覆盖清单"的设备将不得获得FCC认证，而该认证是大多数电子产品进口和 销售所必需的。 甲骨文创始人提供404亿美元担保，以加强派拉蒙对华纳兄弟的竞购 内政部表示，已暂停了从马萨诸塞州到弗吉尼亚州五个在建项目 ...

根据该情况说明书，被列入"覆盖清单"的设备将不得获得FCC认证，而该认证是大多数电子产品进口和 销售所必需的。 情况说明书还指出，此次更新不影响已在国内的外国制造无人机和关键部件。 责任编辑：李桐 FCC主席Brendan Carr在X平台发布了FCC有关无人机的情况说明书。 美国联邦通信委员会（FCC）将外国制造的无人机或无人机系统的关键部件列入其"覆盖清单"（covered list），从而阻止了未来大部分进口。 FCC主席Brendan Carr在X平台发布了FCC有关无人机的情况说明书。 根据该情况说明书，被列入"覆盖清单"的设备将不得获得FCC认证，而该认证是大多数电子产品进口和 销售所必需的。 情况说明书还指出，此次更新不影响已在国内的外国制造无人机和关键部件。 责任编辑：李桐 美国联邦通信委员会（FCC）将外国制造的无人机或无人机系统的关键部件列入其"覆盖清单"（covered list），从而阻止了未来大部分进口。 ...

时代飞鹏的产品体系，遵循了"双1000、双100、双10"战略。"双1000"，即瞄准航程一千公里、有效载 重一吨以上的大型固定翼无人机，旨在解决省际间的支线物流需求；"双100"级的中型垂直起降无人 机，用于远郊县和城市群之间的高频次转运；而"双10"级别的小型多旋翼机，则渗透至医疗紧急配送、 港口岸船补给等末端场景。 这套组合拳的目标，是构建从有人驾驶航空干线到无人驾驶航空末端支线的无缝衔接能力，将天空转化 为一张立体的物流网络。 当前，这张网络的构建已超越图纸阶段，进入了实实在在的场景验证期。刘泽峰透露，公司已取得型号 合格证(TC)和生产许可证(PC)的FP-98大型无人机机型实现了小批量销售，中型机正在进行试点运行， 轻型机则已在多个城市的垂直场景中常态化使用。 目前公司在手订单达数亿元，涉及各型无人机数百架。在应用落地方面，公司已两次完成西沙群岛600 公里跨海运输；接下来还计划以博鳌为中心，搭建辐射大湾区、两广地区并面向南海的低空运输网络； 在东部沿海，烟台至大连的跨渤海湾航线，无人机将传统陆路耗时十四小时以上的行程，压缩至直线飞 行约四十分钟。这些散布在全国不同地理与经济区块的试点，正分别验证 ...

随着其核心产品飞鹏FP-98"狮子座"大型无人机获得民航局型号合格证并实现交付，新一轮由国有资本 领投的融资完成，时代飞鹏的技术路径和商业模式正逐渐接受市场检验，成为观察低空经济产业化进程 的一个典型样本。 ● 本报记者 王婧涵 "我们的理念是'先物后人、先西后东'。要通过载货运营，大量积累飞行器的可靠性数据和运营经验， 再考虑向载人领域拓展。"航天时代飞鹏有限公司总经理刘泽峰在接受中国证券报记者专访时表示，公 司自诞生起就选择了大型无人运输机这条技术门槛高、投入周期长的赛道。这一思路，也正契合了国家 对低空经济"先远郊后城市、先货物后载人、先隔离后融合"的发展指导原则。 选择这一技术路线的直接代价是高强度的研发投入。刘泽峰介绍，公司年度研发投入约一亿元，研发团 队规模超过百人，研发投入占营业收入的比例接近40%。他表示，2024年公司多款产品同时处于高成本 的适航取证阶段，同时投入了多架试验机以进行复杂的验证飞行。 他提到，低空经济本就属于技术密集型产业，从工业基础来看，国内经过多年发展已具备最全的工业门 类体系，足以支撑低空经济在研发制造、供应链建设等方面的需求。特别是垂直起降飞行器以电动力为 主要能源方 ...

Group 1 - Premier Li Qiang emphasized the need to plan major projects that can drive overall development, aiming to accumulate new momentum for future growth and support current economic stability [1] - The focus is on developing new productive forces, promoting technological innovation, and optimizing economic structure during the 14th Five-Year Plan [1] - The government aims to overcome existing challenges through reform and innovation, ensuring that policies and measures are closely aligned with developmental needs [1] Group 2 - Goldman Sachs predicts that Chinese stocks will continue to rise, with a potential increase of 38% by the end of 2027, driven by a reassessment of the technology sector and increased household savings flowing into the stock market [2] - The bank expects corporate earnings in China to grow by 14% in the coming year and by 12% in 2027, with valuation expansion around 10% [2] - The shift in the stock market cycle from expectation-driven to profit-driven is highlighted as a key factor for future returns [2] Group 3 - The Ministry of Commerce announced temporary anti-subsidy measures on dairy products imported from the EU, with subsidy rates ranging from 21.9% to 42.7% [3] - This decision is based on the preliminary ruling regarding the subsidies provided by EU companies [3] Group 4 - NVIDIA's GB300 AI server cabinet is projected to have a shipment volume of 55,000 units next year, marking a 129% year-on-year increase, primarily driven by major companies like Microsoft and Meta [4] - The next-generation Vera Rubin 200 platform is expected to start shipping in Q4 of next year, providing ongoing growth momentum for suppliers [4] Group 5 - The draft revision of the Banking Supervision and Administration Law was submitted for review, focusing on enhancing penetrative supervision and protecting financial consumer rights [5][6] - The revision extends regulatory oversight to major shareholders and actual controllers of banking institutions, aiming to combat illegal related-party transactions [6] Group 6 - The National Medical Insurance Administration announced a centralized procurement initiative for high-value medical consumables, including urological intervention products [6] - This initiative aims to streamline procurement processes across public medical institutions and enhance cost efficiency [6] Group 7 - The draft revision of the Foreign Trade Law supports the development of digital and green trade, promoting international recognition of digital certificates and electronic signatures [7] - It also emphasizes the establishment of standards and certification systems related to green trade [7] Group 8 - The Civil Aviation Administration of China released two mandatory national standards for drones, set to take effect on May 1, 2026, aimed at promoting a safer and more orderly industry [9] - The report highlights investment opportunities in the drone industry, particularly in infrastructure maintenance and automation [9] Group 9 - Companies like Zhuoran Co. have secured significant contracts, such as a 4.033 billion yuan engineering contract, indicating positive developments in the construction sector [14] - Other companies are also planning share buybacks and expansions, reflecting a proactive approach to growth and shareholder value [14]

新华社北京12月22日电 题：逐空而上！低空经济加速启航万亿新赛道 新华社记者唐诗凝 无人机化身"外卖配送员"轻盈起飞，一杯新鲜出炉的咖啡穿越楼宇，几分钟后便准确送达顾客手 中；常规旅游不过瘾，乘上直升机饱览山河画卷，解锁空中新视角……低空经济已逐渐融入人们的日常 生活。 据中国民航局预测，2025年中国低空经济市场规模将达1.5万亿元，2035年有望突破3.5万亿元。千 米之下，机遇无限。 回眸2025年，低空经济正从概念蓝图加速走向体系化落地—— 从2024年和2025年"低空经济"连续两年写入政府工作报告，到今年写入"十五五"规划建议，政策引 领与产业脉动同频共振，推动低空经济市场规模稳步增长。 看装备端，民用无人机与电动垂直起降飞行器（eVTOL）作为我国低空经济发展的重要支撑与前 沿赛道，产业规模持续扩大。相关数据统计，2025年我国民用无人机市场规模预计同比增长15%；截至 2025年11月，我国eVTOL年度订单总额已超过300亿元。 看应用端，低空飞行市场持续活跃。根据中国航空运输协会数据，截至2025年7月，我国有人机运 营企业达801家，无人机运营企业数量突破1.99万家，行业参与度持续提 ...

Core Insights - Meituan's drone business has expanded significantly, launching multiple products and operating 65 routes in cities including Shenzhen, Shanghai, Beijing, Hong Kong, and Dubai, completing 740,000 commercial orders to date [1][3][4] Group 1: Company Developments - Meituan has introduced new drone products, including a low-altitude air network and an intelligent drone docking airport, enhancing its logistics capabilities [1] - The fourth-generation drone, M4L long-range version, can carry up to 4.5 kg and has a maximum range of 20 km, catering to various delivery needs [3] - Meituan's drone delivery orders have increased by 70,000 in less than three months, indicating a daily average growth of nearly 800 orders [5][6] Group 2: Industry Trends - The low-altitude economy is gaining traction, supported by government policies aimed at promoting smart logistics and drone delivery systems [7] - Major competitors like JD Logistics and SF Express are also investing heavily in drone technology, with JD planning to purchase 3 million robots and 100,000 drones over the next five years [8] - The market for low-altitude economy is projected to reach 1.5 trillion yuan by 2025, with a compound annual growth rate (CAGR) of 33.8% from 2023 to 2025 [9] Group 3: Market Dynamics - The demand for faster delivery times is increasing, with consumers expecting deliveries within 30 minutes, further driving the need for drone logistics [4] - Despite the growth in drone delivery, traditional delivery methods remain dominant in most scenarios, with drone services acting as a supplementary option [11] - The stability and cost-effectiveness of drone delivery are critical for its scalability, as high costs compared to human delivery could hinder widespread adoption [11]