《协议》明确了未来合作的核心内容，即共同探索建立低空基础设施网络协同、低空产业创新联动、低 空飞行应用场景共建、低空飞行要素保障统筹、低空经济长效协作五大合作模式。 例如实施"低空+"智慧城市治理场景，实现覆盖都市圈的应急救援、森林防火等领域协同作业。实施"低 空+"物流运输场景，鼓励城市间以通航机场、垂直起降场为枢纽，开展低空物流运输业务，探索高商 载无人机运输新模式等。 中新社辽宁抚顺8月6日电(李晛)沈阳现代化都市圈第四次书记市长联席会议8月6日在辽宁省抚顺市举 行。 会上，沈阳市联合鞍山市、抚顺市、本溪市、阜新市、辽阳市、铁岭市及沈抚改革创新示范区等相关城 市和地区，共同签署了《沈阳都市圈低空经济合作发展联盟框架协议》(下称《协议》)。 《协议》旨在充分发挥沈阳作为都市圈核心城市的牵引带动作用，以合作联盟为载体，着力构建"核心 引领、多点支撑、全域协同"的低空经济发展体系，全面提升区域低空经济综合竞争力，打造全国低空 经济高质量发展新高地。 为确保联盟目标实现，《协议》建立了完善的合作机制。联盟各成员方表示，将全力落实协议内容，充 分发挥各自优势，深化务实合作，为中国低空经济创新发展贡献"沈阳都市圈方 ...

深圳商报·读创客户端记者 肖晗 8月3日，中国海油、中信海直及峰飞航空联合宣布，我国自主研发的2吨级电动垂直起降航空器（eVTOL）——峰飞航空凯瑞鸥，成功实现全球首次海上石 油平台物资运输飞行，这一突破不仅创新了远海物资补给模式，更标志着我国在海陆低空物流场景应用中迈出关键一步。 此次试飞由中国海油联合中信海直、峰飞航空共同实施。执飞机型为我国自主研发的全球首款获得型号合格证、生产许可证和单机适航证的2吨级 eVTOL"凯瑞鸥"。它装载新鲜水果和紧急药品等物资，从深圳陆地起降点起飞，经过58分钟的跨海域飞行，降落在距离深圳海岸线150公里的惠州19-3平 台，成功完成了运输任务。 长期以来，中国海油在南海海域的海上石油平台物资运输主要依赖船运，单程耗时约10小时，难以满足紧急物资调度与应急保障需求。紧急物资和人员则由 直升机运送，但飞行成本较高。相比传统依赖船舶和直升机的运输方式，eVTOL在运营成本、响应速度、环保性、舒适性以及适应有限起降空间方面具有 显著优势。 据中国海油深圳分公司协调部副经理任永怡介绍，此次试飞将创新的航空技术、成熟的运营经验与真实的海上作业需求深度融合，形成"研制+运营+场 景"低 ...

Group 1 - The three major indices opened lower but rose throughout the morning, with sectors like low-altitude economy and general aviation showing strength [1] - The National General Aviation Industry Index is expected to achieve three consecutive days of gains, with a rise of approximately 1.7% as of 11:05 AM, led by stocks such as Morningstar Aviation, Lijun Co., Aileda, and Ruichuang Micro-Nano [1] - The newly listed general aviation ETF, E Fund (159255), has been actively traded, with a trading volume of nearly 70 million yuan within the first two hours of trading, leading among similar products [1] Group 2 - Analysts indicate that the low-altitude economy is a strategic emerging industry included in the government work report and is a crucial part of China's transportation network planning, supported by numerous policies from various levels of government [1] - The National General Aviation Industry Index comprises 50 stocks related to the general aviation industry, covering areas such as aviation materials, infrastructure, aircraft manufacturing, operational services, and application scenarios [1]

2）从顶层设计看：下半年民航局已经成立通用航空和低空经济工作领导小组，后续产业政策值得期 待； 3）从政策面层面看：中国民用机场协会正式发布《低空经济基础设施框架指引（2025版）》，明确空 域划设、起降点建设、航路导航等21项核心指标，为全国低空基建提供首个系统性方案； 4）从地方政府进展看：相较于去年偏规划文件出台，今年各地方更多在做航线规划、空域划分、低空 飞行管理办法等"实事"； 8月6日早盘，低空经济+军工航空继续发力，一键布局低空经济+大飞机+军民融合+商业航天的通用航 空ETF华宝（159231）场内价格继续拉涨1%，有望再度冲击上市新高！ | | | | | | | A A 1 - 1 1 1 1 1 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 分时 多日 1分 5分 15分 · | | | | | | Fo Store Enu Jus Ed I July 20 > | | | 通用航空ETF华宝 | | 159231 | | 1,212 | ...

Core Viewpoint - CITIC Offshore Helicopter's stock price increased by 1.76% to 23.66 yuan, with significant trading volume and a notable achievement in eVTOL logistics [1][2] Group 1: Company Overview - CITIC Offshore Helicopter specializes in general aviation services, including offshore oil services, emergency rescue, and forest protection, and has over 40 years of industry experience [1] - The company is recognized as a leading general aviation operator in China [1] Group 2: Recent Developments - The company recently completed the world's first 2-ton eVTOL logistics flight to an offshore oil platform, successfully transporting materials over a distance of 150 kilometers in 58 minutes [1] - CITIC Offshore Helicopter played a key role in this mission by providing route planning and safety assurance [1] Group 3: Market Activity - On the trading day, the stock opened at 23.25 yuan, reached a high of 23.72 yuan, and a low of 22.92 yuan, with a total trading volume of 1.159 billion yuan [1] - Despite a net outflow of 19.9982 million yuan in main funds on that day, there was a cumulative net inflow of 133 million yuan over the past five trading days [2]

应用为王，博弈型号订单及区域基建 - 低空经济策略 20250805 摘要 中国低空经济在 2023 年底被首次提出，并在 2024 年两会期间写入政 府工作报告，此后相关政策密集出台，标志着行业进入加速发展期。政 策层面，空域管理条例和分类方法的发布，为低空空域的利用提供了更 宽松的环境。 低空经济发展主要依赖制造、应用和基建三个环节，其中应用是核心变 量，基建是前期关键环节。深圳市在低空经济政策和基础设施建设方面 领先全国，已开始在实际领域进行应用尝试，如中信海直使用 EVTO 进 行物资运输。 国内通用航空产业发展受限于技术瓶颈和资源不足，如通用飞机制造技 术落后、机场数量和飞行员资源匮乏。但中国在三电领域的技术优势为 EVTO（电动垂直起降飞行器）的发展提供了良好基础。 适航认证对 eVTOL 至关重要，包括型号合格证、生产许可证和标准适 航证。目前全球仅有少数企业取得适航认证，该过程通常需要三年时间。 海外 eVTOL 企业的发展经验表明，适航认证是高门槛，商业化还需经 历市场检验。 Q&A 低空经济的发展背景和政策支持情况如何？ 低空经济的发展是自上而下推动的产业，政策驱动是其加速发展的主要因素。 ...

Group 1 - The core viewpoint of the news highlights the significant rise in the General Aviation ETF Huabao (159231), which surged by 1.56% on August 5, reaching a new high since its listing, driven by the low-altitude economy and military aviation sectors [1] - The ETF covers a broad index that includes 50 constituent stocks related to military and civilian aviation, with over 46% of the holdings being state-owned enterprises and more than 20% from the top ten military groups, focusing on low-altitude economy, large aircraft, military aircraft, commercial aerospace, satellite navigation, and drones [2][3] - The recent successful flight of the 2-ton electric vertical takeoff and landing aircraft (eVTOL) by Fengfei Aviation marks a breakthrough in offshore logistics, indicating China's advancements in low-altitude logistics applications [2] Group 2 - The low-altitude economy is emerging as a key driver of new productive forces, with various sectors benefiting from the "low-altitude+" model, including urban governance and emergency rescue [2] - Recent developments in the low-altitude sector include the establishment of a leadership group by the Civil Aviation Administration of China to promote general aviation and low-altitude economy policies, indicating a supportive regulatory environment [2] - The China Civil Airport Association has released a comprehensive framework for low-altitude economic infrastructure, outlining 21 core indicators for airspace designation, takeoff and landing point construction, and navigation routes [2] Group 3 - The General Aviation ETF Huabao's linked funds (A class: 024766; C class: 024767) were launched on August 1, providing a convenient tool for investors to capture opportunities in the trillion-dollar general aviation industry [3]

Group 1 - The general aviation concept stocks have strengthened, with Huazhi Chuangtong rising over 6%, Hongdu Aviation up over 5%, and Zhong Wuzhong increasing by over 3% [1] - The ETF tracking the National General Aviation Industry Index has risen approximately 2% due to market influences [1] Group 2 - Several ETFs related to aviation have shown positive performance, with the E Fund General Aviation ETF at 1.045, up 2.35%, and the Aviation ETF at 1.052, up 2.14% [2] - The low-altitude economy is recognized as a strategic emerging industry in government work reports, with significant supportive policies from various government levels [2] - The market space for the low-altitude economy is expected to accelerate, with projections indicating that by 2035, the drone low-altitude market could exceed 3.1 trillion yuan, and the eVTOL market could surpass 500 billion yuan [2]

Group 1 - The core viewpoint of the news highlights the significant growth and investment opportunities in the low-altitude economy and general aviation sectors, particularly through the performance of the Huabao General Aviation ETF (159231) which saw a price increase of 1.56% on August 5, reaching a new high since its listing [1][2] - The successful flight of the domestically developed 2-ton electric vertical takeoff and landing aircraft (eVTOL) by Fengfei Aviation marks a breakthrough in offshore logistics, indicating China's advancements in low-altitude logistics applications [2] - The low-altitude economy is recognized as a new emerging industry that is becoming a crucial driver of new productive forces, with various sectors benefiting from the "low-altitude +" model [2] Group 2 - Recent analysis from Huafu Securities suggests that the low-altitude sector is poised for a rebound, supported by favorable technical indicators, policy developments, and ongoing government initiatives [2] - The establishment of a leadership group by the Civil Aviation Administration of China for general aviation and low-altitude economy work indicates a strategic focus on this sector, with expected policy support in the future [2] - The release of the "Low Altitude Economy Infrastructure Framework Guidelines (2025 Edition)" by the China Civil Airport Association provides a systematic plan for low-altitude infrastructure development, outlining 21 core indicators [2] Group 3 - The Huabao General Aviation ETF (159231) is designed to cover a wide range of sectors including military and civilian aviation, with over 46% of its components being state-owned enterprises and more than 20% from major military groups [2] - The ETF aims to facilitate investment in the Chinese aviation industry chain, particularly in areas with significant technological barriers and commercial potential [2] - The launch of the Huabao General Aviation ETF's linked funds on August 1 provides a convenient tool for investors to capture opportunities in the burgeoning general aviation sector [3]

长沙晚报8月4日讯（全媒体记者 贾凯清 通讯员 彭良程）近日，记者从湘江集团湘江通航公司了解到， 湖南湘江通用航空产业投资基金合伙企业（有限合伙）（简称"湘江通航产业基金"）顺利通过中国证券 投资基金业协会备案（备案编码：SBBK03），总规模2亿元。该基金由湘江集团湘江通航公司和中盈 投资公司中盈基金共同发起设立，标志着湘江集团首支聚焦低空经济领域的产业投资基金正式进入投资 运作阶段。 记者了解到，湘江智航新城低空经济产业园（一期）开发项目位于湘江科学城片区，整体规划面积约8 平方公里，预计整体投资157亿元。 湘江通航产业基金将聚焦投资低空经济产业、航空航天北斗产业等领域具备成长潜力的企业，吸引低空 经济产业链上下游优质企业落地湘江智航新城低空经济产业园，助力将湘江智航新城打造成为"全国低 空经济产业示范园区"。 ...