如果要问，当下全球最值得我们关注和投资的新兴技术领域是什么，低空经济一定榜上有名，且必名列前茅。 近日，吉利科技集团旗下eVTOL（electric Vertical Take-off and Landing，即电动垂直起降飞行器）公司沃飞长空宣布完成数亿元C轮融资。本轮融资由杭州市政府 直属的国有全资大型投资集团杭实集团、世界最大的石油化工企业沙特阿美公司旗下风投基金Prosperity7Ventures（P7）等共同领投，老股东追加投资。 更早前，另一家国内的eVTOL公司时的科技宣布完成3亿元人民币B++轮融资，这是该公司今年内完成的第二轮融资，累计第七轮。 这些消息背后，是低空经济正从概念蓝图，加速蜕变成实体产业并落地开花的结果。 低空经济是新质生产力的代表，自2024年被首次写入政府工作报告以来，全国已有30个省份在政府工作报告中部署低空经济相关工作。从"审批难、空域划分模 糊"到"精细化管理"，从"单一业态"到"国家综合立体交通网"，国家正以"全国一盘棋"思路编制低空经济发展"十五五"相关规划，各政府部门为打通低空经济"飞得 起来、飞得顺畅"的关键堵点，竞逐形成"特色化落地模式"，为产业发展按下加 ...

Core Insights - The article discusses the transformation of China's economy as it transitions from the "14th Five-Year Plan" to the "15th Five-Year Plan," highlighting a shift from quantitative growth to qualitative changes driven by deep technology and societal needs [1][30]. Group 1: Artificial Intelligence - Artificial intelligence is shifting focus from "computational power competition" to "embodied intelligence and vertical penetration," with humanoid robots poised for large-scale deployment [2][4]. - The demand for "vertical domain + AI" talent is increasing, as industries require professionals who understand both AI technology and specific industry knowledge [6]. Group 2: Energy Transition - The energy revolution is entering a "second half," focusing on energy storage and grid stability rather than just power generation [6][7]. - By 2030, China's non-fossil energy consumption is expected to reach 25%, with a total installed capacity of wind and solar power exceeding 1.2-2.4 billion kilowatts [7]. Group 3: Low-altitude Economy - The low-altitude economy is recognized as a new pillar industry, facing challenges in manufacturing technology, market maturity, and infrastructure development [11][12]. - The space information industry is expected to grow significantly, driven by satellite networking and data empowerment, creating demand for various new professional roles [13]. Group 4: 6G Communication - 6G is anticipated to be a central driver of the digital economy, with a projected global market size exceeding 24.4 trillion yuan by 2040, and China expected to be a major market [17]. - The integration of communication, sensing, and computing capabilities in 6G will revolutionize sectors like autonomous driving and industrial internet [19]. Group 5: Quantum Computing - Quantum computing is moving towards practical applications, with a projected market size of $17.689 trillion by 2029, growing at a compound annual growth rate of 32% [20][23]. - There is a significant talent gap in the quantum computing field, particularly for interdisciplinary professionals who can bridge quantum physics and computer science [23]. Group 6: Biomanufacturing and Silver Economy - The aging population is creating a "silver economy" market projected to reach 25 trillion yuan by 2030, with biomanufacturing playing a key role in addressing health needs [24][28]. - Professions related to biomanufacturing and personalized healthcare are expected to expand significantly during the "15th Five-Year Plan" [28]. Group 7: Productive Services Industry - The productive services industry is becoming a core support for manufacturing, with its GDP share expected to rise from 28% to 35% by the end of the "15th Five-Year Plan" [29]. - Key growth areas include high-end technology services, industrial digitalization, and green consulting services, driven by the need for innovation and sustainability [29]. Conclusion and Insights - The article emphasizes the importance of understanding long-term technological and societal trends for investment and career opportunities during the "15th Five-Year Plan" [30][31].

来源：猎云网 航投私募基金管理有限公司是根据《国务院关于促进民航业发展的若干意见》（国发（2012）24号）要求设立的主体多元化的股权投资基金管理机构。航投 基金设立是民航系统落实党的十八届三中全会精神和国务院相关要求的重要举措，符合我国民航改革发展大局，是推进民航投融资体制改革的大胆创新。航 投基金采用"基金投资+实体运营"双轮驱动的运营模式：在基金投资端，聚焦于民航及低空经济全产业链投资，持续为投资企业拓展行业机遇，赋能企业发 展；在实体运营端，对代表未来发展方向的前沿领域，探索行业发展路径和模式，推动行业创新发展。 低空经济作为战略性新兴产业，对我国经济高质量发展意义重大，已连续两年写入政府工作报告，并被纳入"十五五"规划建议，政策体系逐步完善。御风未 来创始人兼CEO谢陵表示，在政策、资本、产业的共同努力下，中国低空经济有望走出符合国情的发展路径并形成全球引领效应。御风未来将始终严守飞行 器"安全"生命底线，继续坚持面向适航的核心系统自主研发，坚持持续推出产品自我造血，携手国资平台、地方政府、产业投资者及行业伙伴，让安全、高 效、绿色、智能的低空飞行器融入城市运行网络，早日实现"人人可享有的空中出行" ...

Core Viewpoint - The article discusses the implementation of the "Public Safety Management Measures for Civil Unmanned Aerial Vehicles in Shandong Province," emphasizing the promotion and assurance of high-quality development in the low-altitude economy [1] Group 1: Infrastructure Development - Shandong is developing a low-altitude infrastructure construction plan based on the principle of "provincial coordination and municipal implementation" [1] - The province is accelerating the establishment of a provincial low-altitude intelligent network system, which will serve as the "only entry point" for all low-altitude flight activity applications and the "central brain" for operational supervision [1] Group 2: Airspace Management - Research is being conducted to designate public low-altitude air routes along the Jiqing Expressway and from Yantai to Changdao, exploring new models for local airspace management [1] - Plans are underway to enhance anti-drone interference capabilities at key transportation hubs, including Qingdao Jiaodong and Jinan Yaoqiang International Airports, gradually expanding to other important target units [1] Group 3: Industry Development - The province aims to coordinate the capacity layout of low-altitude aircraft and project construction while strictly controlling the establishment of new low-altitude economic industrial parks [1] - Key projects include the construction of large drones by Yantai Yitong, intelligent manufacturing in Weihai High-tech Zone, and large eVTOL assembly in Jining, with a focus on developing priority areas centered around Jinan and Qingdao [1] - More than 40 equipment manufacturing projects with investments exceeding 100 million yuan are planned to commence next year, aiming to create a development pattern driven by leading enterprises, chain development, and cluster promotion [1]

人民网北京12月19日电 （记者申佳平）12月18日，中国电子信息产业发展研究院（以下简称"赛迪 研究院"）在北京举办第十七期新型工业化大讲堂——"工业经济2026：新开局和新动能"研讨会。赛迪 研究院产业政策研究所研究室主任朱钧宇在会上发布《2026年我国低空经济发展形势展望》并表示， 2026年，我国低空经济将逐步进入规模化高质量发展关键阶段。 朱钧宇同时坦言，我国低空经济产业链关键环节仍面临场景落地、产业生态构建、安全与发展统筹 等问题，建议从因地制宜构建技术与应用闭环、推动产业生态协同、建立审慎包容的治理体系等方面发 力，稳妥推进我国低空经济安全健康发展。 朱钧宇介绍，2025年，我国低空经济持续深化政策引领与产业协同，核心技术攻关与商业模式创新 取得实效，呈现"量质齐升"的发展态势。展望2026年，我国低空经济将逐步进入规模化高质量发展关键 阶段。随着空域管理精细化、基础设施网络化进程加速，以及核心技术持续突破与应用场景深度融合， 低空经济产业链现代化水平将显著提升。 在会上，赛迪研究院发布《赛迪展望2026》系列成果，其中综合类9篇，行业类12篇，针对2026年 我国工业经济总体形势及电子信息制造 ...

Core Viewpoint - The Weihai Municipal Party Committee has approved the "Suggestions for the 15th Five-Year Plan" which outlines a comprehensive strategy for economic and social development during the 15th Five-Year period, focusing on building a high-level modern industrial city and enhancing the marine economy [2][3]. Group 1: Economic Development Strategy - The "Suggestions" consist of three main sections with 14 parts and 57 articles, emphasizing the construction of a modern industrial system as a key task [2]. - The plan includes the implementation of eight major industrial cluster enhancement projects and ten significant industrial chain breakthrough projects, aiming to cultivate "billion-dollar enterprises" and boost industries such as new energy, new materials, and high-end medical devices [2]. - The goal is to achieve a marine production value of 200 billion yuan by 2030, focusing on key technology breakthroughs in the marine economy [3]. Group 2: Social Governance and Safety - The plan aims to modernize social governance and enhance safety measures, with a focus on deep governance of key issues and improving the legal resolution of conflicts [3]. - There is a commitment to strengthen information technology support and risk prevention measures to ensure high-quality economic and social development [3]. Group 3: Urban Development and Livelihood Improvement - The strategy includes a new round of refined urban construction actions, promoting organic updates and enhancing urban living conditions [4]. - The plan emphasizes improving employment and social security systems, aiming for efficient matching of job supply and demand, and developing a multi-tiered pension insurance system [4].

Core Viewpoint - The launch of the Hainan Free Trade Port's full closure on December 18 marks a significant milestone, bringing various policy benefits that are immediately felt by the local population and businesses [3][6]. Group 1: Policy Changes and Economic Impact - The new round of duty-free shopping policy in Hainan allows residents to purchase duty-free goods without limit as long as they have a record of leaving the island within the year, expanding the categories of duty-free items from 45 to 47, including pet supplies and portable musical instruments [3][4]. - The list of zero-tariff items has expanded from over 1,900 to approximately 6,600, increasing the proportion of zero-tariff items from 21% to 74% of all taxable goods [4]. Group 2: Consumer Sentiment and Employment Opportunities - Local residents express optimism about the increased variety and availability of duty-free products, with many noting that international products are now more accessible [3][6]. - The tourism revenue in Hainan has doubled from 95.016 billion yuan in 2018 to an expected 204.014 billion yuan in 2024, indicating a robust growth trajectory in the tourism sector [6]. - The closure is expected to enhance job opportunities, with local drivers reporting an increase in customer demand due to more tourists visiting the island [6][7]. Group 3: Infrastructure and Education Development - Improvements in public services, including education and healthcare, have been noted, with residents benefiting from enhanced access to international educational resources and medical services [6]. - Hainan is positioning itself as a hub for international medical tourism, attracting advanced medical technologies and practices to the region [6]. Group 4: Foreign Investment and Business Environment - Since 2020, over 9,600 foreign enterprises have been established in Hainan, with investors from more than 170 countries and regions, indicating a growing interest in the local market [7]. - The closure enhances Hainan's role as a headquarters base for foreign companies entering the Chinese market, supported by favorable tax policies and an improved entrepreneurial environment [7][8].

Core Viewpoint - The Chinese government plans to implement incremental policies in 2026 to boost economic growth, focusing on the integration of existing and new policies to achieve qualitative and quantitative improvements in the economy [1][2]. Group 1: Economic Growth Strategies - The primary task for 2026 is to maintain domestic demand as the main driver of growth, with consumption being the top priority. Current policies like the trade-in program for consumer goods have led to rapid sales growth, and the penetration rate of the new energy vehicle market is nearing 60% [1]. - The government aims to expand the scope of consumption policies from durable goods to more potential service sectors such as culture, tourism, and health [2]. Group 2: Investment and Infrastructure - Significant increases in investment are expected in 2026, particularly in new urbanization, technological innovation, and major livelihood projects. The central budget investment scale is projected to rise from 7.3 trillion yuan in 2025 to provide strong capital support for major projects [2][3]. - The introduction of new policy-based financial tools, with an expected increase of several hundred billion yuan in 2026, will continue to support key projects [3]. Group 3: Industrial Upgrading and New Growth Drivers - The government plans to enhance traditional industries through technological upgrades and green transformations, potentially unlocking an additional market space of approximately 10 trillion yuan [3][4]. - Development of emerging industries such as new energy, new materials, and aerospace is expected to create substantial market opportunities, with projections indicating the potential for tens of thousands of billions in new market scale [4]. Group 4: Policy Coordination and Structural Reforms - The implementation of macroeconomic policies will emphasize systemic and coordinated approaches, focusing on optimizing fiscal spending and maintaining a reasonable level of debt while ensuring effective use of government bond funds [4]. - Structural reforms will continue to deepen, particularly in establishing a unified national market, which includes standardizing market access and competition regulations [4].

广州这座经济总量超三万亿元、正处于深度转型期的超大城市，经济增速轨迹划出了一条清晰的"U 型"曲线。 2024年，广州GDP增速从一季度的3.6%逐步探底至全年的2.1%，低于全国及全省平均水平。进入2025 年后，广州GDP增速回升态势明显，从一季度的3.0%逐季攀升至前三季度的4.1%，成功追平广东省同 期增速。 广州经济实现"U型"回升，到底是哪些产业在悄然翻盘？未来发展的新动能又何在？ 前三季度，全市"3+5"战略性新兴产业实现增加值7517.28亿元，同比增长4.6%，对GDP增长的贡献率为 35.2%，经济增长超过1/3的动力来自新兴产业。从具体数据看，广州新能源汽车产量增速逐季跃升，全 球首条规模化量产的G8.6代印刷OLED产线动工，甲级写字楼有多宗超2000平方米的大面积租赁成交， 从事低空经济与航空航天、人工智能的新兴产业经营主体加速涌现。 在受访专家看来，广州走出"U型"曲线背后，既有传统产业智能化转型的重要支撑，也有新兴产业爆发 出的可观潜力。从更长周期看，广州经济回归正常增长轨道趋势已逐渐明朗，当前关键在于推动这一回 升态势稳步持续。 谁在支撑经济翻盘？ 汽车产业是广州绝对的支柱产业 ...

新华财经北京12月18日电（记者刘旭阳、李唐宁）中国电子信息产业发展研究院（以下简称"赛迪研究 院"）18日发布《2026年我国装备制造业发展形势展望》，预计2026年低空经济、商业航天、机器人等 战略性新兴产业的投资与产出有望保持高速增长，成为拉动行业整体升级的关键引擎。 赛迪研究院产业政策研究所研究室主任尹训飞表示，展望2026年，我国装备制造业将持续迈向高质量发 展，行业将展现出从"规模扩张"向"质效提升"转变的强劲势头，新质生产力将加速成长。 报告显示，从行业整体看，2026年我国装备制造业预计将在巩固现有优势的基础上，步入深化结构调 整、强化创新驱动的新阶段，行业结构将更趋合理，增长动能将更为稳健。 一方面，随着国家大力推进现代化产业体系建设，加快发展新质生产力，高端化、智能化、绿色化将成 为行业核心发展趋势。低空经济、商业航天、机器人等战略性新兴产业的投资与产出有望保持高速增 长，成为拉动行业整体升级的关键引擎。 （文章来源：新华财经） 另一方面，针对行业发展中出现的非理性竞争、应收账款攀升等突出问题，国家有关部门已启动规范引 导工作，预计2026年会持续加大治理力度，旨在遏制低水平重复建设和无序 ...