郭文丹 封面新闻记者 崔瑶 近日，绵阳科技城低空产业发展有限公司正式揭牌成立，标志着绵阳在布局低空经济这一战略性新兴产 业上迈出关键一步。绵阳科技城管委会联合中国移动四川公司、四川九洲空管、绵阳机场集团等企业， 共同推动低空经济全产业链发展。 近年来，绵阳已将低空经济作为培育新质生产力的重点方向，通过政策创新、资源整合和技术攻关，打 造"政策支持、产业协同、创新驱动"的发展框架。依托国家科技城先行先试优势，绵阳出台涵盖空域管 理、基础设施和企业培育的专项政策，为低空经济发展破除制度壁垒。 作为低空经济运营主体，绵阳科技城低空产业发展有限公司将采用"政府引导+龙头带动+市场化运 作"模式，聚合通信、空管、航空运营等核心资源，形成"研发—制造—运营—服务"全链条生态。绵阳 科技城管委会发挥统筹作用，联合行业龙头，推动低空经济从技术研发向产业化落地加速转型。 该公司肩负低空资源开发、飞行运营管理和产业投资三大使命，重点布局低空飞行保障、基础设施建设 和常态化运营三大业务板块。未来将搭建空域智慧化管理、低空交通指挥和产业协同创新三大平台，全 力推进设施网、空联网、算力网、航路网、应用网"五张网络"建设，为低空经济规模 ...

Air India Transformation - Air India, after returning to the Tata Group, is undergoing a significant revamp to address its image problem, which includes routine delays and subpar passenger experience [1] - The transformation includes increasing the fleet size from less than 100 to 300 aircraft over the past 3 years [2] - Air India is adding 500 Airbus and Boeing aircraft to its fleet [2] - Efforts are being made to improve the cabin experience and reduce connection timings [2] Challenges and Competition - Tariffs imposed by the US President have intensified delivery setbacks [3] - Low-cost competitors like Indigo are expanding internationally through partnerships with Delta, Air France, and Virgin Atlantic [3] Future Outlook - Air India aims to compete with global heavyweights like Emirates [3]

Core Insights - Boeing is focusing on innovation, partnerships, and collaboration at the 2025 Paris Air Show [1][2] - The company aims to restore trust and improve performance through fundamental changes in safety, quality, and culture [2] Displays and Experiences - The Boeing Pavilion will feature immersive displays, including a full-size 777X interior section and the 777-8 Freighter Theater [3] - A range of products and services will be highlighted, including defense capabilities, global parts resources, and advanced cabin interior designs [3] - The Boeing Cascade Climate Impact Model will be showcased to assess options for reducing aviation's environmental footprint [3] Partnerships and Collaborations - Wisk Aero will present its 6th generation all-electric, autonomous passenger aircraft, emphasizing its market leadership [4] - Qatar Airways will display a special liveried 777-300ER, while the U.S. Department of Defense will feature various Boeing products [4] Conference Engagements - Boeing leaders will participate in multiple conferences discussing defense, sustainability, maintenance, and future technologies [5][8] - Key discussions will include sustainable aviation fuel supply and the future of combat aviation [8][9] Media Opportunities - Boeing will host media briefings at the Boeing Media hub, providing opportunities for media visits to various aircraft models [7][13] - Updates on daily schedules and media engagements will be communicated via WhatsApp [14] Company Overview - Boeing is a leading global aerospace company and a top U.S. exporter, serving customers in over 150 countries [16]

Core Viewpoint - FTAI Aviation (FTAI) shows potential as a strong stock pick due to its recent technical performance and positive earnings estimate revisions [1][2][3] Technical Analysis - FTAI has surpassed the 200-day moving average, indicating a long-term bullish trend [1] - The stock has increased by 20.6% over the past four weeks, reflecting positive momentum [2] Earnings Estimates - There have been two upward revisions in earnings estimates for the current fiscal year, with no downward revisions, suggesting strong investor confidence [3] - The consensus estimate for FTAI has also increased, further supporting the bullish outlook [3] Investment Recommendation - Given the technical indicators and positive earnings revisions, FTAI is recommended for inclusion on investors' watchlists [3]

Group 1 - Hedge fund manager Jason Mudrick is backing Vertical Aerospace, a UK startup developing electric vertical takeoff and landing (eVTOL) aircraft, after successfully betting on meme stocks [1][2] - Mudrick's fund converted $130 million in debt to equity, removed founder Stephen Fitzpatrick, and plans to launch the flagship model VX4 by 2028, which can carry six passengers for short, quiet flights at prices similar to Uber [1][2] - Vertical Aerospace faces intense competition, with US rivals Archer Aviation, Beta Technologies, and Joby Aviation raising over $1.4 billion in the past year, while Vertical raised only $90 million in January [1] Group 2 - Vertical Aerospace is focusing on a straightforward business model of selling aircraft and generating ongoing revenue through maintenance services and battery replacement contracts, differing from competitors like Joby that operate their own fleets [2] - The company is tasked with raising $1 billion for certification, with CEO Stuart Simpson stating that current funds can support short-term operations but new investment is needed soon [2] - Despite skepticism regarding public acceptance and air traffic management issues, Mudrick remains optimistic about the company's prospects [2]

Group 1 - The Guangdong Provincial Skills Competition highlighted the importance of skilled talent in driving industrial development, with a focus on manufacturing and engineering technology, information and communication technology, and personal services [1][2] - The competition featured 34 manufacturing-related events, accounting for over one-third of the total, covering advanced fields such as CNC processing, industrial robotics, and artificial intelligence [1] - Companies like UBTECH and Gree Electric Appliances are actively seeking skilled talent through partnerships with vocational schools and competitions, indicating a shift in talent supply and demand in response to emerging industries [2][3] Group 2 - Guangdong's vocational schools have expanded their programs to cover 15 major categories, with new additions in chip design, vehicle networking technology, and intelligent robotics, reflecting the evolving industry needs [3] - Several vocational schools in Guangzhou plan to introduce new programs such as industrial process automation and low-altitude flight operations, aiming to enhance the alignment of high-skilled talent training with economic and social development [3]

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report highlights the impact of changing US tariffs on trade flows with China, focusing on shipping, shipbuilding, ports, international freight flights, and land transportation [2] - Container throughput at key ports in China showed an acceleration, with a year-on-year increase of 11% compared to 6% in the previous week [3] - The spot container freight rate between China and the US increased significantly, with a 58% rise on the West Coast and 46% on the East Coast week-on-week [4] - Early signs of port congestion are noted in Europe due to strikes, tariffs, and climate change, with an 8% increase in global average waiting time for container ships over 8k TEU [5][28] - Import volume estimates at the Port of Los Angeles indicated a year-on-year decline of 2% in week 25, an improvement from a 12% decline in week 24 [8][2] Summary by Sections Trade Flows - The report tracks trade flows amid changing US tariffs, gathering data from various sources to present the latest trends [2] - The number of international freight flights rose by 21% year-on-year last week, indicating increased shipping activity [31] Port Activity - Container throughput at China's key ports increased by 11% year-on-year, while showing a slight week-on-week decline of 1% [6][7] - The average waiting time at the Port of Singapore increased by 9% week-on-week [19] Shipping Rates - The Shanghai Containerized Freight Index (SCFI) rose by 31% week-on-week but showed a year-on-year decline of 32% [11] - Container ship newbuild prices remained flat, with a slight increase of 0.4% year-on-year [25] Freight and Transportation - Direct shipping volume from China to ASEAN decreased by 7% week-on-week, while shipping volume from China to the US increased by 7% [14] - China expressway truck traffic decreased by 4% year-on-year last week [26]

Core Insights - XTI Aerospace has appointed Dr. Alex Williams as Senior Advisor to enhance its R&D strategy and technology integration for its xVTOL and powered-lift aircraft solutions [1][4] - Dr. Williams brings extensive experience from his previous roles at Pratt & Whitney and Apple, focusing on advanced manufacturing and aerospace technology [2][3] - XTI aims to lead the emerging Vertical Economy by leveraging Dr. Williams' multidisciplinary expertise in propulsion, materials, and manufacturing [4] Company Overview - XTI Aerospace is developing the TriFan 600, a fixed-wing business aircraft with vertical takeoff and landing (VTOL) capabilities, maximum cruising speeds of 311 mph, and a range of 985 miles [5] - The company also operates Inpixon, which specializes in real-time location systems (RTLS) technology, enhancing operational efficiency and safety for industrial clients [5]

Don’t just invest—dominate with Tech Contrarians' realized return on closed positions of 65.8% since inception. You’ll get exclusive insights into high-focus stocks, curated watchlists, one-on-one portfolio consultations, and everything from live portfolio tracking to earnings updates on 50+ companies. Subscribe today for 20% off.Joby Aviation, Inc. (NYSE: JOBY ) is not a mainstream name, and that’s because it's working in what is today still a niche market: developing EV takeoff and landing aircraft (eVTOL ...

Core Viewpoint - Joby Aviation has signed a Memorandum of Understanding (MoU) with Abdul Latif Jameel (ALJ) to establish a significant electric aircraft presence in Saudi Arabia, indicating strong market entry potential and investor enthusiasm [2][10]. Group 1: Partnership Details - The MoU outlines plans for Joby to deliver up to 200 eVTOL aircraft to Saudi Arabia, with an estimated deal value of approximately $1 billion [2]. - ALJ, a well-established Saudi conglomerate, has a strong operational presence and has been a key partner for Joby, having invested in its Series C funding round [2][7]. - The agreement includes establishing a distribution network, launching local air taxi services, developing maintenance services, and creating pilot training initiatives [2][10]. Group 2: Market Reaction - Joby shares surged over 14% in premarket trading following the MoU announcement but experienced a reversal during regular trading, attributed to profit-taking and short selling [1][6]. - The stock price forecast indicates a potential upside of 8.01%, with an average target of $8.67 based on analyst ratings [5]. Group 3: Recent Achievements - The MoU follows a series of positive developments for Joby, including a $250 million investment from Toyota and significant progress in FAA certification [9][4]. - Joby has achieved crucial flight testing milestones, demonstrating operational maturity and enhancing investor confidence [9][4]. Group 4: Strategic Implications - The partnership with ALJ aligns with Joby's strategy of leveraging local expertise for international expansion, facilitating quicker market entry and revenue generation [2][7]. - This collaboration supports Saudi Arabia's Vision 2030 goals for economic diversification and new mobility solutions, positioning Joby as a key player in the region [2][3].