证券代码：300045 证券简称：华力创通 编号：2025 - 026 2024年实现营业收入5.47亿，同比下降22.93%，与同行 业整体趋势存在共性。面对行业挑战，公司将坚持"军 民结合"发展战略，持续拓展民用市场新领域，以自身 核心技术为有力支撑，增强公司抗风险能力与市场竞争 力。感谢您对公司的关注。 2.公司2024年收入下降主要原因有哪些？卫星通信 领域在消费电子行业如何布局？ 答:尊敬的投资者您好，2024年公司收入下降主要是 受多种因素影响，部分项目产品交付时间被动推迟，交 付周期延长，项目交付不及预期，导致营业收入较上年 减少。在卫星通信领域，公司研制的卫星通信基带芯片 已应用于消费电子领域，公司积极拓展卫星通信产品在 汽车、低空经济等领域的应用。感谢您对公司的关注。 3.公司本期盈利水平如何？ 答:尊敬的投资者您好，2025年一季度公司营业收入 为137,304,928.23元，净利润为-17,363,634.83元。感 谢您对公司的关注。 4.今年业绩承压的原因？今年军工电子行业前景？ 北京华力创通科技股份有限公司 投资者关系活动记录表 投资者关系活动类别 ☐特定对象调研 ☐分析师会议 ...

Core Insights - The National Development and Reform Commission has outlined key directions and strategic priorities for the development of the low-altitude economy, emphasizing the importance of safety alongside economic benefits [1][3] - Sichuan Fanmo Technology Co., Ltd. has emerged as a leading player in the drone insurance sector, leveraging its innovative capabilities to support the safety development of the low-altitude economy [1][6] Industry Overview - The demand for drone insurance is surging, becoming a critical safeguard for the low-altitude industry, as the risks associated with drone operations increase due to widespread applications in various fields [3][12] - The low-altitude insurance system in China is evolving, with products ranging from mandatory drone insurance to specialized insurance plans for brands like DJI [3][12] Company Highlights - Sichuan Fanmo Technology has provided over 29 billion yuan in risk protection for drone users across 31 provinces and cities in China since its establishment in 2015, establishing partnerships with over 500 drone manufacturers [6][12] - The company has received multiple industry awards, including the "Technology Progress Award" and "Industry Contribution Award," showcasing its excellence in technological innovation and industry contributions [6][12] Product Innovations - Fanmo Technology has developed a differentiated product matrix, including three core products: Fanmo Feibao, Fanmo You+, and Fanmo Cloud e, which cater to various user needs and enhance the insurance experience [8][10] - Fanmo Feibao offers comprehensive coverage, including damage to the drone, third-party liability, and pilot liability, with a direct compensation model that simplifies the claims process for users [8][10] - Fanmo You+ provides customized insurance plans for drone manufacturers, enhancing their after-sales service quality and market competitiveness [10] - Fanmo Cloud e utilizes advanced risk assessment models, integrating big data and AI to support the entire insurance process, from pre-sale to post-sale [10][12] Future Outlook - As the low-altitude economy enters a phase of high-quality development, the strategic value of drone insurance is increasingly recognized, with Fanmo Technology positioned to redefine industry standards through innovation [12][13] - The company aims to continue its focus on the low-altitude insurance sector, providing smarter products and more efficient services to support the sustainable growth of the low-altitude economy [13]

Group 1 - The US has significantly reduced tariffs on Chinese goods from 145% to 30%, marking a dramatic shift in trade relations and exposing vulnerabilities in the US economy [1][3] - The agreement includes a phased withdrawal of tariffs, with the US canceling 91% of the additional tariffs and maintaining a 10% base tariff, while China has lowered its tariffs to 10%-45% [3][5] - The negotiations revealed the strategic importance of rare earth elements, with China maintaining strict control over their export, impacting US military and high-tech industries [5][7] Group 2 - China's negotiation strategy involved leveraging its control over 17 key rare earth metals, which effectively targeted the US high-end manufacturing sector without violating WTO rules [7] - The trade war has led to increased costs for American consumers, with a reported annual increase of $3,800 in household spending due to tariffs [5] - The ongoing competition between the US and China is expected to escalate into a tech war, particularly in the semiconductor sector, as both countries prepare for future confrontations [8][10] Group 3 - The trade agreement is seen as a temporary pause, with underlying tensions remaining, particularly regarding supply chain dependencies and the potential for a renewed trade conflict [8][10] - China's market diversification efforts are aimed at reducing reliance on the US, with a focus on strengthening ties with emerging markets [7] - The US is exploring ways to rebuild supply chains outside of China, indicating that the trade war may evolve into a new phase of economic competition [8]

中国科技城（北川）无人机综合测试基地。 北川永昌机场内景。 绵阳科技城（北川）通航产业园一角。 在刚刚过去的"五一"假期，绵阳市北川羌族自治县以"低空经济"的新名片吸引了不少人的目光。 "我们从梁平飞过来，只用了90分钟。机票不贵，小朋友还半价，感觉很划算，沿途风景也非常漂亮。"5月3 日，从重庆梁平机场飞至北川永昌机场的游客李荣博说，相较以往的旅行，这次的低空飞行带来完全不同的体 验。 据统计，今年"五一"假期，北川至达州金垭、重庆梁平低空短途运输航线客座率达86.11％。自2024年12月27 日北川至达州、重庆梁平航线首航开通以来，该航线每周运行4班且运行稳定，综合客座率达67%。 近年来，北川以"小县也要干成大产业"的信心决心，抢抓低空经济发展机遇，坚持"一张蓝图绘到底"，锚定 低空新赛道建圈强链。随着10余年的布局和发展，北川低空经济发展成效显著，目前已初步形成集研发、测试、 制造、运营、培训、应用为一体的低空经济全产业链发展格局。 抢抓机遇 因地制宜竞速新赛道 低空经济是新质生产力的典型代表。目前，省内多地都在布局低空经济，北川则需从中找到差异化的发展路 径。 其实，北川低空经济的起步可以追溯到2 ...

本文将对 30家重点无人机企业详情进行梳理，以供参考。 1、深圳市大疆创新科技有限公司 成立于 2006年。自成立以来，大疆从无人机系统拓展至多元化产品体系，在无人机、手持影像系统等 领域成为全球领先的品牌，以一流的技术产品重新定义"中国智造"内涵。大疆总部位于深圳，在全球多 地设有办公室，业务遍及100多个国家与地区。 2 、深圳市大漠大智控技术有限公司 成立于 2016年，是一家专注于无人机集群自动化表演系统研发、生产、销售和服务一体化的全国第四 批专精特新"小巨人"企业，是业界领先的天空数字新媒体解决方案提供商。拥有80项从硬件到软件的 全系列核心自主知识产权。2020年，大漠大以3051架无人机同时升空的成绩打破了"最多无人机同时 飞行"的吉尼斯世界纪录；入选2020年迪拜世博会中国馆官方唯一无人机表演合作伙伴；2021年，出 版发行业界首部《无人机编队飞行表演安全规范》；2022年6月，大漠大无人机集群自动化表演系统- V3重磅推出，开启了无人机集群迈向自动化、智能化的新纪元，在业界引起巨大轰动；2019-2024 年，大漠大智控连续五次登陆央视春晚进行精彩演绎，并不断刷新春晚无人机表演纪录。 3 ...

据介绍，感知与避障系统(DAA)是无人机安全运行的核心系统，直接关系到无人机在复杂场景中的任务 执行能力。该标准是以城市复杂场景无人机感知避障实际应用场景为导向，规定了无人机对航空器或其 他物体的感知与避障系统的安全和质量要求，指导无人机感知与避障系统的研制、生产、试验和使用， 提高无人机飞行的安全性。 美团无人机正在城市复杂场景中进行配送。管乐 摄 中新网广东新闻5月9日电 (记者 许青青)国际标准化组织(ISO)近日正式发布了由中日联合牵头制定的无 人机领域国际标准ISO15964《无人机感知与避障系统》。记者9日获悉，中方编制团队由深圳美团低空 物流科技有限公司和中国航空综合技术研究所联合主导。 业内人士表示，无人机是多学科交叉、技术密集的高科技领域，其发展水平代表国家装备制造业的顶尖 水平。此次《无人机感知与避障系统》国际标准的发布，成功填补无人机感知避障领域国际标准的空 白，为无人机产业的规范化、安全化发展奠定了坚实的基础，形成了具有广泛共识的全球标准规范。 (完) 编制团队相关人士表示，大量城市复杂场景的应用以及核心技术的持续自研突破，让我国在相关领域的 全球竞争中已占据优势地位，这也是此次我国团 ...

Core Insights - The event "Trillion Low-altitude Market, Drones Take Off First" highlighted the development of a digital low-altitude intelligent service system and its applications in various sectors, emphasizing the importance of drone technology in urban management and emergency response [2][3]. Group 1: Digital Low-altitude Intelligent Service System - The digital low-altitude intelligent service system is being constructed under government guidance, featuring a model of "three networks, two platforms, one center, and N applications" [3][5]. - The "three networks" include a low-altitude facility network, a low-altitude data network, and a low-altitude route network, which together support low-altitude flight operations [5]. - The "two platforms" consist of a low-altitude application service platform, which enhances regional observation capabilities and public service levels [5][6]. - The "one center" refers to a low-altitude operation service center that provides essential services such as flight planning and emergency response [5][6]. - The "N applications" indicate the wide applicability of the system across various sectors, including urban management, energy, environmental monitoring, and public safety [6]. Group 2: Drone Governance and Countermeasures - The governance of drones involves two categories: cooperative targets and non-cooperative targets, each requiring different management methods and technical approaches [10][11]. - For cooperative targets, the governance relies on known communication links, while non-cooperative targets present higher technical challenges due to their unpredictable communication frequencies [11][12]. - The industry is moving towards a more complex drone governance landscape, necessitating advanced electronic countermeasures and multi-modal detection methods [13][14]. - The implementation of the "Interim Regulations on the Management of Unmanned Aerial Vehicle Flights" marks a significant shift in drone governance from managing cooperative targets to defending against non-cooperative threats [13]. Group 3: Domestic Aviation Engine Development - The focus on developing low-cost, domestically controllable aviation engines is crucial for the low-altitude economy, with companies like Hongpeng Aviation leading the way [18][19]. - Hongpeng Aviation aims to meet the demand for small to medium-sized aviation engines, targeting the low-altitude economic sector [19]. - The company has adopted strategies to reduce costs significantly, with some products expected to be priced at one-third of competitors' prices [19][23]. - The Chinese aviation engine industry excels in material and processing capabilities but faces challenges in design and engineering applications [23]. Group 4: Industry Trends and Future Directions - The event discussed the current state of drone chip localization and the effectiveness of AI technology in enhancing drone safety and operational capabilities [24]. - The integration of unmanned systems is expected to lower operational costs for government agencies, as data can be shared across various units [25]. - Investors are encouraged to focus on companies with strong R&D capabilities in the drone governance sector, particularly those addressing non-cooperative target detection and countermeasures [26]. - The future of drone technology may hinge on breakthroughs in signal-level control and the ability to manage non-cooperative targets effectively [27].

以eVTOL为代表的载人飞行器， 是当前最被看好、前途无限的无人机领域 新风口的出现，改变了不少年轻人的职业走向。有的外卖骑手变飞手，摆脱了到处打零工的状态，有了稳定的事业和前程；有的回归农田，用作物上空飞 舞的机器，抵抗种植户的传统观点和"农业没前途"的偏见；有的发挥"生意经"，在鲜有人涉足的智能清洁领域，组建了一支00后创业小团队。 5月8日，人力资源社会保障部公示了17个新职业，无人机群飞行规划员名列其中。 早在2019年，无人机驾驶员成为国家人力和社会资源保障部发布的首批新职业之一。2023年，中国民用无人机市场规模已达1239.87亿元。根据中国民航 局数据，截至2024年6月，全国实名登记的无人机数量突破187万架，取得执照的飞手22.5万人。计算下来，低空经济正面临上百万的人才缺口。 数据来源：浙商证券 一条和以上三位相关从业者聊了聊，在他们的想法里，无人机并不是什么"高大上"的东西，相反，它出现在稀松平常的生活中，走上餐桌、爬上高楼，便 捷人类。 从深圳的外卖骑手，到外派中东的无人机飞手 罗锡坤，93年，广东梅州，外卖无人机测试飞手 罗锡坤 我是一名外卖骑手。直到美团内部招聘前，我完全没想过自 ...

Group 1 - Shenyang's investment promotion team participated in the 27th China Beijing International Science and Technology Industry Expo to showcase its advantageous industries and promote cooperation projects with Beijing [1] - The team explored advanced technologies in aerospace, robotics, drones, biomedicine, and integrated circuits during the expo [1] - Shenyang's investment team directly connected with high-tech enterprises at the expo, highlighting the unique industrial advantages and development characteristics of Shenyang's development zones [1] Group 2 - Beijing and Shenyang trade promotion associations held discussions to enhance cooperation and resource sharing between enterprises in both cities [2] - The associations aim to explore innovative cooperation models and expand collaboration into broader fields [2] - Shenyang's trade promotion team conducted in-depth investigations of drone-related enterprises and facilities in Beijing's Zhongguancun area [2]

中新社北京5月11日电 (记者陈杭徐婧)无人机外卖配送"从天而降"、无人机"火眼金睛"助力森林防 火……在第二十七届中国北京国际科技产业博览会(下称北京科博会)上，一架架形态各异的无人机集体 亮相，为公众预演低空经济进入未来生活的图景。 伴随低空经济蓬勃兴起，无人机续航、载重、导航精度等技术不断成熟，已从实验室的酷炫玩具，进化 为千行百业"空中助手"，应用范畴不断拓展。 用户在手机下单后，一架无人机腾空而起，将热气腾腾的外卖送至用户身旁。美团无人机展台工作人员 李海铭表示，美团第四代无人机配备"时空胶囊"轨迹规划技术，通过算法精准计算飞行路径，主要用于 往返约5公里以内的低空物流配送，还能适应六级大风及中雨、中雪天气。 李海铭说，截至今年3月底，美团无人机已在深圳、北京、上海、广州、南京等城市开通55条航线，并 累计完成订单超52万单，其中年轻群体对"无人机送餐"模式接受度较高。今年计划根据市场需求探索更 多配送航线，进一步扩大低空物流覆盖范围。 北京科博会上，普宙科技展示了多旋翼无人机、无人机自动机库等产品，可用于智慧城市、能源巡检、 智慧园区等场景。现场工作人员梁曼琪表示，S200系列无人机具备卫星直连通 ...