这是一场跨域3000余公里的双向奔赴，这是一曲区域均衡发展的共赢乐章。 《东北地区与东部地区部分省市对口合作工作方案》印发8年来，黑龙江和广东、哈尔滨和深圳等 合作机制从无到有、合作规模不断扩大、合作领域日益拓宽，不断吹响高质量发展的奋进号角，跑出对 口合作"加速度"。 深哈产业园内景（黑龙江省工信厅供图）。 互补产业合作催生"化学反应" 在位于哈尔滨新区江北一体发展区的深圳（哈尔滨）产业园，记者近期看到，龙江"特区"正拔地而 起。 招投标"评定分离"、推进M0新型产业用地、100余项深圳等地先进政策举措推广应用……2019年建 设至今，这里注册企业超700家，数字经济、生物经济、高端装备制造等产业初步呈现出集聚发展态 势。 龙粤产业互补催生"化学反应"，科技创新迸发"新质动能"，内外开放合作奏响"奋进强音"…… 在哈尔滨市举行的2025企业家太阳岛年会会场外景（8月2日摄）。新华社记者 谢剑飞 摄 在8月3日于哈尔滨举行的2025企业家太阳岛年会——"湾区新机遇 合作新平台"广东企业家对话高 质量区域合作圆桌会上，龙粤合作的新机遇、新前景，引发与会者热议。 深圳市政府副秘书长张晋周说，在两地共同努力下，深哈 ...

Group 1 - The article highlights the rapid development of low-altitude economy in Guangdong, showcasing innovations in agricultural drones and personal flying vehicles [1][4][7] - Shenzhen United Aircraft Technology Co., Ltd. has developed the "Q100" agricultural drone, which is designed to meet the specific needs of different regions in China, allowing for efficient agricultural operations [3][4] - The low-altitude economy in Guangdong has seen the establishment of over 700 drone flight routes, with nearly 800,000 annual flights for drone logistics, and is expanding into various sectors such as urban governance and emergency rescue [4][7] Group 2 - The Guangdong Aerospace Technology Research Institute is working on personal flying vehicles that utilize a vector jet engine array, enabling ordinary users to operate them after short training [6][7] - The institute has developed a composite wind tunnel testing platform, which is the largest production wind tunnel in South China, aimed at testing low-altitude flying vehicles under realistic conditions [6][7] - Guangdong's low-altitude economy has surpassed 100 billion yuan, with over 15,000 related enterprises, covering all aspects from material research to operational services [7]

Core Viewpoint - The article emphasizes the importance of the "Chain Leader System" in enhancing the resilience and competitiveness of industrial chains in Shandong, showcasing its role in transforming traditional industries and fostering new ones through systematic governance and collaboration among enterprises [10][15][45]. Group 1: Industrial Development - The TP1000 unmanned transport aircraft, capable of carrying 2000 pounds, represents a significant advancement in Shandong's aerospace industry, marking the largest aircraft ever independently developed in the province [8]. - Shandong is leveraging the "Chain Leader System" to drive traditional industry upgrades and the rise of emerging industries, aiming to reconstruct its industrial ecosystem and landscape [10][18]. - The chemical industry in Shandong has seen a revenue increase to over 2.86 trillion yuan, with high-end chemical products accounting for more than half of the total [24]. Group 2: International Supply Chain Dynamics - The global industrial chain is undergoing profound restructuring due to geopolitical conflicts, shifting from efficiency to resilience, with countries vying for dominance in key sectors like artificial intelligence and quantum computing [12][14]. - Shandong's industries are facing challenges from international supply chain disruptions, with companies like GoerTek experiencing significant revenue impacts due to halted production from major clients [14]. Group 3: Governance and Policy Innovation - The "Chain Leader System" is a policy innovation aimed at enhancing the autonomy, innovation, and risk resistance of industrial chains in response to complex international environments [15][22]. - By 2025, over 20 provinces in China are expected to adopt the "Chain Leader System," indicating a nationwide trend towards this governance model [16]. Group 4: Collaborative Ecosystems - The article highlights the role of chain leaders in fostering collaboration among over 180 enterprises across 19 key industrial chains in Shandong, enhancing the overall competitiveness of the region [32][36]. - The "Chain Leader System" has facilitated the establishment of a robust ecosystem where small and medium enterprises can thrive alongside larger chain leaders, sharing resources and benefits [31][40]. Group 5: Future Outlook - The implementation of the "Chain Leader System" is projected to lead to significant economic growth, with an expected revenue of nearly 11 trillion yuan from 19 provincial-level industrial chains by 2024 [38][46]. - The article concludes that the evolution of the "Chain Leader System" will continue to drive industrial transformation in Shandong, positioning it favorably in the global industrial landscape [49][52].

张盟介绍，高比能氢-锂混合动力系统通过"氢燃料电池+锂电池"双能源耦合，可实现单次任务连续 巡航2小时以上，较传统锂电池方案续航提升超100%。 "我们给无人机装上了'双动力引擎'。" 陈忠伟形象地比喻，锂电池如同"短跑健将"，负责起飞、爬 升、急转等瞬时高功率需求；氢燃料电池则是"马拉松选手"，持续输出稳定电能满足长航时巡航。两者 通过智能系统动态协同，既弥补了氢燃料动态响应慢的短板，又避免锂电池深度放电。 氢锂搭档实现高效运行 这套"双引擎"的核心，在于智能能量管理系统的精准调度。张盟解释："就像汽车的混动模式，起 飞时锂电池瞬间释放高功率（峰值可达20千瓦），氢燃料电池则在巡航阶段（功率约5千瓦）负责主力 供电，同时为锂电池补电。"这种"削峰填谷"模式，使系统始终运行在高效区间，较单一能源方案能耗 降低18%。 团队智能能量管理系统技术负责人吴私介绍，为突破传统氢燃料电池的"水土不服"难题，团队在材 料与控制层面实现双重创新。 近日，应用了高比能氢 - 锂混合动力系统的工业无人机在黄山市黄山区完成了一系列多场景应用示范。 受访单位供图 近日，在安徽黄山脚下，薄雾萦绕的茶山间，一架工业无人机轻盈掠过层层叠 ...

炎炎夏日，一架承载科研成果样品的无人机从秦创原·西安科创基金园腾空而起，沿低空物流航线平稳 降落在陕西西咸新区无人机试飞基地。这条"空中快线"的贯通，不仅搭建起无人机运输试验应用平台， 更标志着陕西低空经济与无人机产业发展迈出重要一步，低空经济在陕西正从蓝图走向实景。 ——顶层设计筑根基 政策体系全面构建 作为航空大省，陕西依托深厚的产业基础与创新资源，将低空经济纳入全省战略发展布局。2024年， 《陕西省培育壮大千亿级航空制造与低空产业创新集群行动计划》正式印发，为高水平推进产业创新、 集群建设绘就了"路线图"。 西咸新区作为国家级新区和秦创原创新驱动平台总窗口，正按下低空经济发展的"快进键"。2024年，西 咸新区获批秦创原无人机产业创新聚集区，并明确了"实现产业能级、创新能力双提升，形成覆盖全产 业链的创新集群"的目标。《西咸新区促进低空经济高质量发展行动方案（2024－2026年）》同步出 台，围绕全产业链布局、技术服务创新、应用场景示范、基础设施共建四大领域，推出17条重点任务。 目前，西咸新区已集聚爱生、蓝悦、探索鹰等106家产业链上下游企业，政策红利正加速转化为产业动 能。 ——产业生态提质增效 ...

Financial Data and Key Metrics Changes - Revenue for Q2 2025 was $2,155,255, representing a 37% quarter-over-quarter increase and a 22% year-over-year increase [5] - Gross profit was $504,000, a 9.3% increase year-over-year, with a gross margin of approximately 24% [6] - Current cash balance as of June 30 was over $22 million, which increased to approximately $68 million due to subsequent financing [6][38] Business Line Data and Key Metrics Changes - Product sales for the quarter were $1,900,000, while service provision accounted for $213,000 [5] - The gross margin percentage for Q2 was 24%, compared to 20% for Q1 of the same year [36] Market Data and Key Metrics Changes - Dragonfly was selected for a US Southern border drone pilot program, showcasing its capabilities in border management [9] - The company has been actively involved in the demining space, partnering with Autonomy Labs for UAV-based demining solutions [20][23] Company Strategy and Development Direction - Dragonfly aims to leverage its strong Canadian roots and unique position as a native drone manufacturer to capitalize on increased defense spending in Canada and NATO [8] - The company is focused on organic growth and capacity building, with plans to scale production capabilities [51][56] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to participate in the growing drone market, emphasizing the importance of product iteration and customer confidence in the balance sheet [40][55] - The ongoing conflict in Ukraine has highlighted the importance of drones, and management believes that drone usage will continue to grow regardless of the conflict's resolution [66] Other Important Information - Dragonfly announced the establishment of a public safety advisory board to enhance its presence in the public safety market [16] - The company has secured a strategic military order for the Commander three XL UAV systems, indicating strong demand for its products [26] Q&A Session Summary Question: Comments on Dragonfly's status on the AUVSI green list and implications of the new drone memo - Management acknowledged delays in achieving the green list status but emphasized that it has not hindered sales into defense and law enforcement [44][48] Question: Plans for the healthy cash balance - The company plans to focus on organic growth and capacity building while remaining pragmatic with cash usage [51][55] Question: Production capacity to fulfill incoming contracts - Management stated that production capacity has been built up over the last couple of years, positioning the company well to scale quickly [56][58] Question: Interest from police departments in drones as first responders - There is significant interest from various agencies, particularly smaller departments, in adopting drones for public safety [61][64] Question: Impact of a potential end to the Ukraine conflict on Dragonfly and the drone industry - Management believes that drone usage will continue to increase regardless of the conflict's resolution, as the necessity for drones has been established [66][67]

Core Viewpoint - The low-altitude economy is a rapidly growing strategic emerging industry in China, with a significant focus on the development of the drone industry and the urgent need for skilled drone operators [4][5][25]. Industry Overview - The low-altitude economy is expected to reach a market size of 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035, highlighting its importance in national economic development [5]. - As of the end of 2024, there are 2.177 million registered drones in China, with 247,300 valid licenses issued, indicating a substantial gap between market demand and available skilled operators [5]. Employment Opportunities - The demand for drone operators, or "flyers," is high, with an estimated talent gap of 1 million positions in the domestic market [5][25]. - The agricultural sector has been the primary field for drone applications, with uses expanding from crop protection to logistics and precision agriculture [6][7]. Training and Certification - The CAAC (Civil Aviation Administration of China) license is essential for operating drones legally, with various training institutions offering courses and certifications [10][12]. - The training typically lasts three days, covering theoretical knowledge, practical operation, and maintenance skills, with an annual training capacity of 70,000 to 80,000 students [11][12]. Educational Institutions - Vocational colleges are increasingly integrating drone technology into their curricula, with 523 institutions now offering drone application technology programs [18][19]. - The focus is on comprehensive training that includes not only flying skills but also data analysis, agricultural knowledge, and technical maintenance [17][20]. Industry Challenges - The industry faces challenges such as the need for standardized practices and the risk of unqualified operators affecting service quality [23][24]. - There is a call for more structured training and assessment to ensure the safety and effectiveness of drone operations in agriculture [24][25].

不久前，人力资源和社会保障部正式发布第七批新职业包括17个新职业、42个新工种。其中，"无人机群飞行规划 员"这一新职业由深圳市申报。这个行业眼下发展如何？薪资怎样？普通人能否踏入这一领域？ 新职业发布后，将制定职业标准和评价规范 17个新职业包括：检验检测管理工程技术人员、养老服务师、跨境电商运营管理师、无人机群飞行规划员、装修 管家、工伤预防咨询师、电子电路设计师、室内环境治理员、家政服务经理人、电力可靠性管理员、电力聚合运 营员L/S、农村集体经济经理人、代用茶加工工、咖啡加工工、碳纤维制品成型制作工、铁氧体磁体制造工、钢结 构装配工。 新消费孕育。人们对生活品质、健康管理、精神文化、个性化服务需求日益增长，新消费催生新的职业。 新业态催化。新业态的发展正在深刻重塑就业市场，催生出一批兼具技术含量与时代特色的新职业、新工种。 人力资源和社会保障部有关负责人表示，总的来看，很多新职业的岗位需求和人才供给，都在快速增长，但是， 一些领域人才缺口依然较大。新职业发布后，将制定职业标准和评价规范，加强新职业培训和评价工作，引导人 才培养和市场需求对接。 "无人机群飞行规划员"由深圳市申报 在17个新职业中，"无 ...

Investment Rating - The industry rating is "Outperform the Market," indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% in the next 6 to 12 months [53]. Core Insights - The low-altitude economy index increased by 4.78% during the week, ranking 39 out of 330 concept sectors, outperforming the market [3][15]. - The report emphasizes the potential for the drone industry to lead in commercialization, particularly in the context of U.S.-China competition, with new regulations allowing more commercial drones to operate beyond visual line of sight (BVLOS) [4][30]. - The report suggests that the low-altitude sector is positioned for a rebound due to various catalysts, including regulatory changes and ongoing developments in the industry [31]. Summary by Sections Market Review - The low-altitude economy index rose by 4.78%, outperforming the Shanghai Composite Index, which increased by 0.98% during the same period [3][15]. - Key stocks in the A-share and Hong Kong markets showed significant gains, with West Region Tourism up 21.64% and Huayi Technology up 15.44% [3][16]. Industry Dynamics - The U.S. government proposed revisions to drone regulations, which could significantly expand the use of drones across various sectors [4][30]. - The establishment of a leadership group for general aviation and low-altitude economy by the Civil Aviation Administration of China is expected to lead to favorable policies in the second half of the year [31][37]. Investment Strategy - The report recommends focusing on drone manufacturers such as Zongheng Co. and Green Energy Huichong, as well as other key players in the low-altitude economy [9][33]. - New directions for investment include low-altitude safety and inspection services, with specific companies highlighted for potential growth [9][33][34].

Group 1: Low-altitude Economy Development - The low-altitude economy in Shaoxing is being enhanced through the establishment of a digital safety platform with 3,028 sensing and security bases, enabling real-time monitoring of airspace safety and efficiency [1] - The construction of the "first flight zone" for low-altitude economy is accelerating, with projects from major companies like DJI and AVIC being introduced [2] - The transformation of traditional industries in Shaoxing is creating space for emerging industries, supporting the green transition [1][2] Group 2: Pearl Industry Transformation - The pearl industry in Zhuji, known as the "Pearl Capital of China," is undergoing a green transformation, with technological innovations addressing previous pollution issues [3][4] - The integration of various services, including breeding, branding, and logistics, is strengthening the modern pearl industry cluster [3] - The market scale of the pearl industry is projected to exceed 50 billion yuan in 2024, reflecting significant growth from previous years [5]