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 ...

Core Insights - The successful export of the world's first magnesium-based solid-state hydrogen storage device highlights the importance of tailored support from a dedicated team, ensuring new products reach global markets [2] - The establishment of a direct experience center by leading electric vehicle manufacturer CATL in Minhang is driven by high-quality resources and precise policy packages, showcasing a model of integrated service and industrial ecosystem development [2] Group 1: Service Innovation - The integration of 25 villages and companies into a town-level support team has transformed the service delivery model, providing comprehensive support from policy consultation to financing, thus reducing bureaucratic hurdles for businesses [4] - The creation of 10 "Long Business Spaces" in key parks aims to establish a "1-kilometer service circle," enhancing accessibility and efficiency for enterprises [5] Group 2: Ecosystem Development - The automotive industry serves as a benchmark, with the "Minhang District Automotive Design and Parts Manufacturing Cluster" recognized as a distinctive industrial cluster, currently hosting 86 companies across the entire supply chain [8] - The "Food Fashion Meilong" alliance connects over 30 companies in the food industry, facilitating product sharing and channel collaboration to enhance competitiveness [10] Group 3: Preemptive Service Models - The "Enterprise Companion Service Team" is established to provide tailored support from the initial stages of business setup, focusing on policy matching and comprehensive assistance rather than just rental negotiations [12] Group 4: Future Planning - The establishment of the "Low Altitude Economy Industrial Park" aims to create a comprehensive ecosystem for manned and unmanned aerial vehicles, with plans for multiple low-altitude flight routes in the Yangtze River Delta [14][16] Group 5: Results and Achievements - From January to November 2025, Minhang saw the establishment of 1,416 new domestic enterprises with a registered capital of 3.2 billion, alongside 25 foreign enterprises attracting 150 million in foreign investment, demonstrating the effectiveness of integrated service and cluster development [19] - The "Longshan Good Brand" incubation plan has yielded significant results, with various brands receiving recognition and awards, indicating a successful transformation of the business environment into a competitive regional advantage [19]

在研讨会上，赛迪研究院电子信息研究所研究室主任马蓓蓓发布《2026年我国电子信息制造业发展 形势展望》；材料工业研究所副所长张海亮发布《2026年我国原材料工业发展形势展望》；产业政策研 究所研究室主任尹训飞发布《2026年我国装备制造业发展形势展望》；消费品工业研究所研究室副主任 于娟发布《2026年我国消费品工业发展形势展望》；未来产业研究中心副所长李艺铭发布《2026年我国 未来产业发展形势展望》；信息化与软件产业研究所人工智能研究室副主任刘丽超发布《2026年我国人 工智能产业发展形势展望》；产业政策研究所研究室主任朱钧宇发布《2026年我国低空经济发展形势展 望》。 编辑：孙庭阳 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"）在京成功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。这是赛迪研究院自2012年起连续第14年发布 系列展望，连续第3次举行发布活动。 作为赛迪研究院的年度性、持续性重要产品，《赛迪展望2026》在会上发布，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、原材料、装备制造、消费品、未来产 业、 ...

齐鲁晚报·齐鲁壹点记者 李文璇 强化应用场景拓展。编制全省应用场景建设方案，分级分类有序推出个性化、创新型、定制类场景，明 年重点打造低空政务飞行"综合飞一次"、济南中央商务区低空物流先导区、青岛/烟台-大连低空货运航 线、山东高速（600350）集团万里路网巡检、黄河入海低空旅游等一批典型应用场景，加快探索安全有 保障、商业可持续、群众易接受的场景发展模式。 强化产业生态培育。统筹低空航空器产能布局和项目建设，严控新上低空经济产业园。重点推进青岛蔚 蓝空间飞行器、烟台壹通大型无人机、威海高新区智能制造、济宁峰飞大型eVTOL总装、潍坊海鸥消 防无人机等重点项目建设，打造以济南、青岛为核心的优先发展区，做强日照、滨州省级战略性新兴产 业集群，明年开工建设投资亿元以上装备制造项目40个以上，加快形成龙头带动、链式发展、集群推动 的全链条发展格局。 近日，山东省政府印发《山东省民用无人驾驶航空器公共安全管理办法》（简称《办法》），自2026年 1月1日起施行。《办法》中提到"促进和保障低空经济高质量发展"，12月18日上午，在省政府政策例行 吹风会上，山东省发展和改革委员会二级巡视员封立树介绍了省发展改革委在统筹 ...

Core Insights - The article highlights the collaborative efforts between Mongolia and China, focusing on the exchange of knowledge and technology in various sectors, including technology innovation, healthcare, and economic cooperation. Group 1: Technology Innovation - The Mongolian media delegation visited Guangdong, a hub for technological innovation, to learn about advancements in AI, biotechnology, and other sectors [1][3] - Mongolian journalists expressed a strong interest in China's AI solutions, noting their global leadership and potential applications in Mongolia [2][3] - The delegation experienced various AI technologies, including smart educational tools and humanoid robots, which sparked interest in introducing these innovations to Mongolia [3][4] Group 2: Healthcare Cooperation - The delegation explored healthcare innovations in the Guangdong-Hong Kong-Macao Greater Bay Area, witnessing the integration of technology in medical services, such as a 5G-enabled mobile eye clinic [8][9] - The International Mongolian Medicine Hospital reported a growing number of Mongolian patients, indicating an increasing trend of medical cooperation between the two countries [9][10] - Mongolian journalists noted the advantages of seeking medical treatment in China, including better resources and lower costs compared to other countries [10] Group 3: Economic Collaboration - The delegation observed practical examples of Sino-Mongolian cooperation in sectors like energy and agriculture, including a visit to the Inner Mongolia Electric Power Group [11][12] - The economic cooperation is highlighted by the efficient logistics and supply chain between the two countries, particularly in the dairy industry, with Mongolian consumers showing interest in Chinese products [11][12] - The Dalanjiao Economic Cooperation Zone was noted as a significant hub for cross-border trade, facilitating the movement of goods between China and Mongolia [12] Group 4: Cultural Exchange and Tourism - The Mongolian journalists engaged in cultural exchanges, purchasing traditional crafts and products during their visit, reflecting a growing interest in Chinese culture [13][14] - The increase in Mongolian tourists visiting China was noted, with significant growth in cross-border travel, indicating a strengthening of people-to-people ties [14]

Core Insights - The year 2025 is seen as a pivotal point for the low-altitude economy in China, marking its transition from conceptualization to practical application, driven by strong policy support and market demand [2][3][4]. Policy and Market Dynamics - Continuous policy incentives have catalyzed the growth of the low-altitude economy, with 2024 being recognized as its inaugural year due to its inclusion in government reports and subsequent policy implementations [3][4]. - The market size of China's low-altitude economy reached 505.95 billion yuan in 2023, with a growth rate of 33.8%, and is projected to exceed 1.5 trillion yuan in 2025 [3][4]. Regional Development Initiatives - By 2025, 31 provinces in China have incorporated low-altitude economy strategies into their government work reports, enhancing infrastructure and providing financial support [4][5]. - Various regions are developing specialized plans for low-altitude economic growth, with significant investments in technology, infrastructure, and talent acquisition [5][6]. Investment Trends - Despite a cooling in the capital market, with a 15.2% decrease in financing events and an 8% drop in amounts in the first half of 2025, there is a notable concentration of capital towards companies with core technologies and clear business models [8][6]. - The number of low-altitude economy-related enterprises in China has surpassed 97,000, with over 24,000 new registrations in 2025, indicating a robust growth trajectory [8]. Application Scenarios - The low-altitude economy is witnessing a diverse range of applications, including logistics, emergency rescue, industrial inspection, and low-altitude tourism, with a clear stratification in maturity levels based on demand, cost recovery, and policy support [9][10]. - Basic applications like industrial inspection and agricultural protection have transitioned from optional to essential, driven by cost efficiency and improved operational effectiveness [10][12]. Commercialization Challenges - The low-altitude logistics sector is at a critical juncture, with rapid development expected but facing challenges in infrastructure, regulatory frameworks, and operational costs [15][21]. - Emerging sectors like low-altitude tourism and medical delivery are still in exploratory phases, facing hurdles such as high operational costs and regulatory constraints [15][21]. Order Dynamics and Market Realities - The year 2025 has seen a surge in eVTOL orders, with significant contracts announced, although many are non-binding intentions rather than confirmed sales [16][17]. - The disparity between high order volumes and operational losses highlights the ongoing challenges in achieving commercial viability within the low-altitude economy [17][19]. Future Outlook - The low-altitude economy is expected to evolve from a phase of exploration to one of scale and regular application, contingent on improved policies, infrastructure, and market conditions [22][23]. - The industry is anticipated to undergo a transformation similar to that of the electric vehicle sector, with potential for rapid advancement and cost reduction through shared technologies [23][24].

Core Insights - The article highlights the rapid development of innovative industrial transformations in Bao'an District, Shenzhen, focusing on low-altitude logistics, smart manufacturing, and smart city applications [1][2][3] Group 1: Industrial Innovation and Scene Opening - Bao'an District has opened 158 drone routes, achieving 383,800 low-altitude flights and establishing China's first "air-ground collaborative" smart operation center [1] - The district has organized 641 government-enterprise scene matching activities over the past three years, attracting over 11,700 companies and facilitating transactions exceeding 20 billion yuan [1][2] - The "Baojing Chuangxiang" scene matching conference released over 500 scene opportunities, with more than 60 companies signing contracts, resulting in over 10 billion yuan in intended transaction amounts [2][3] Group 2: Technological and Product Development - Bao'an has become a hub for various innovative companies, including those focusing on perovskite solar technology, benefiting from the district's scene opening initiatives [3][4] - The district has established a development framework for technology-based SMEs, with 7,397 national high-tech enterprises, leading the country for eight consecutive years [4] Group 3: Ecosystem and Support Platforms - Bao'an aims to create a scene innovation ecosystem by leveraging policy innovation and smart manufacturing advantages, promoting a collaborative environment for enterprises [5][6] - The district has developed a supply-demand capability list and opportunity list to facilitate precise matching between enterprises and government-led public service needs [6] - The establishment of the Guangdong-Hong Kong-Macau Greater Bay Area Application Scene Innovation Center in Bao'an will focus on new technology testing and creating a platform for productivity enhancement [8][9]

Group 1 - The article highlights the importance of tracking major announcements in the stock market, including suspensions, investments, acquisitions, and performance reports, to identify investment opportunities and mitigate risks [1] - The company has completed the design of satellite communication chips, integrating commercial aerospace, autonomous driving, chips, artificial intelligence, robotics, drones, and low-altitude economy [1] - Another company generates revenue from a single project in its aerospace business, focusing on lithography machines and autonomous driving [1] Group 2 - A company plans to develop mid-to-high-end L3 autonomous vehicles, incorporating autonomous driving, solid-state batteries, and energy storage [1]

Core Viewpoint - Hainan Free Trade Port will officially start full island closure on December 18, 2025, aiming to enhance trade facilitation and establish itself as an international tourism consumption center while continuing the duty-free shopping policy and expanding the product list to meet changing consumer demands [1]. Policy Upgrades for Residents - The duty-free shopping policy for residents has been upgraded since November 1, allowing residents to purchase "immediate purchase and pick-up" items without limit on the number of purchases within a calendar year, provided they have at least one record of leaving the island [4][2]. - The "immediate purchase and pick-up" items are limited to 15 categories, including cosmetics, perfumes, clothing, and bags, with a single item price cap of 20,000 yuan, and an annual duty-free shopping limit of 100,000 yuan per person [6]. Integration of Duty-Free and Other Industries - The integration of duty-free shopping with tourism, culture, and entertainment industries is expected to deepen, promoting diverse consumption forms and creating more job opportunities in Hainan [9]. Talent Attraction and Business Environment - Hainan Free Trade Port offers incentives for attracting talent in key sectors such as tourism, modern services, high-tech industries, and agriculture, including personal income tax exemptions for high-income individuals [11]. - The corporate income tax for encouraged industries in Hainan is capped at 15%, significantly lower than the mainland average, providing a favorable environment for entrepreneurs [17]. - The streamlined process for starting a business allows entrepreneurs to begin operations with a written commitment to meet relevant requirements, reducing bureaucratic hurdles [15]. Future Opportunities - The opening of Hainan as a duty-free zone is expected to create a "national flow entry" for industries like cross-border e-commerce, high-end manufacturing, and logistics, leading to increased job opportunities and a demand for skilled labor [19]. - The policies implemented in Hainan are seen as a model for high-level opening up and can serve as a reference for other regions in China [21].

Core Viewpoint - The 2025 Greater Bay Area Science Forum aims to address the disconnection between scientific research and industrial application, focusing on the theme "Intelligent Creation in the Bay Area: Integration of Industry and Research" [3][4]. Group 1: Forum Objectives and Themes - The forum emphasizes the need for high-level technological self-reliance as a key to China's modernization, advocating for enhanced regional collaborative innovation and original innovation [2]. - The event seeks to bridge the gap between foundational research and industrial application, highlighting the importance of transforming innovation momentum through institutional advantages [2][3]. - The forum's structure includes a main forum, sub-forums, and networking events, facilitating discussions on various technological advancements and their applications [3]. Group 2: Technological Innovations and Applications - Significant advancements in AI technology were showcased, with discussions on how AI can transform traditional industries and enhance productivity across various sectors [5][7]. - The launch of the "Guangdong Computing Network Collaborative Service Platform" aims to accelerate the application of computing services across industries, supporting digital transformation [8]. - The forum highlighted the importance of large scientific facilities, such as the China Spallation Neutron Source, which enhances research efficiency and attracts global scientific talent [9][10]. Group 3: Capital and Talent Development - The forum revealed that Guangdong's private equity investment is active, with 1,387 investment cases and a total financing amount of 64.77 billion yuan in the first three quarters of 2025 [12]. - The integration of education and industry is emphasized as a crucial measure for aligning the education chain, talent chain, and innovation chain with industrial needs [13]. - The forum aims to establish a comprehensive innovation ecosystem, promoting collaboration among government, enterprises, and educational institutions to foster talent and drive technological advancements [13].