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各地多维度推进低空经济产业强链补链
Zheng Quan Ri Bao· 2025-09-01 16:09
未来低空经济创新中心理事长罗军对《证券日报》记者表示,地方多维度推进低空经济产业强链补链, 既是深入贯彻落实国家战略部署、把握产业变革机遇的主动作为,又是推动低空经济从"政策规划"走 向"产业实景"的务实举措,对促进低空经济高质量发展、构建现代化产业体系具有重要意义。 事实上,自8月份以来,包括江苏省、贵州省、云南省、广东省、宁夏回族自治区、重庆市、陕西省等 多地已围绕低空经济发展部署工作。 首都科技发展战略研究院特聘研究员董晓宇在接受《证券日报》记者采访时表示,质量是产业稳健发展 的根基。强化低空经济产业质量基础建设,有助于解决产业在发展中遇到的难点和堵点,从而推动低空 经济在技术创新、产业规模、市场竞争力等方面取得突破。 低空经济产业涵盖制造、服务、消费等多个环节。截至目前,我国低空经济已具备较好的产业链基础, 但仍存在一些问题,如产品质量标准不统一、基础设施建设不足、核心零部件国产化率待提升等。 从本轮举措看,不少地方针对上述问题统筹规划,因地制宜地提出了解决方案。例如,云南省人民政府 办公厅发布的《云南省支持低空经济健康发展的若干措施》提出,"以应用场景需求的低空航空器为重 点,支持产业延链补链,对提 ...
合肥18.6亿低空经济专项债落地,沃兰特再获120架eVTOL订单
Sou Hu Cai Jing· 2025-09-01 07:49
Core Viewpoint - The low-altitude economy sector underperformed the broader market during the period from August 18 to August 31, with various indices showing mixed performance [1][2]. Market Performance - The Wind Low Altitude Economy Index increased by 3.12%, lagging behind the Shanghai Composite Index by 1.24 percentage points, the CSI 300 Index by 3.88 percentage points, and the ChiNext Index by 10.92 percentage points [1][2]. - The National General Aviation Index rose by 6.85%, outperforming the Shanghai Composite Index by 2.49 percentage points but underperforming the CSI 300 Index by 0.15 percentage points and the ChiNext Index by 7.19 percentage points [1][2]. Policy Developments - The Central Committee of the Communist Party of China and the State Council released opinions on promoting high-quality urban development, emphasizing the need to cultivate new economic drivers, including the low-altitude economy [2]. - Various provinces, including Anhui and Guangdong, have initiated measures to support the development of the low-altitude economy, focusing on infrastructure and regulatory frameworks [3]. Investment Projects - Hefei has launched a special bond project for low-altitude economic infrastructure, with an investment scale of 18.6 billion yuan [3]. - EHang signed an investment cooperation agreement with the Hefei government to establish a headquarters for its VT35 series eVTOL products, with a total investment of approximately 1 billion yuan [3]. Orders and Agreements - Volant Aviation and Agricultural Bank of China Leasing signed a procurement order for 120 Tianxing aircraft, totaling 3 billion yuan [4]. - FeiHang Technology and FeiBa signed a procurement agreement for 45 Zhuque eVTOL aircraft, with specific models catering to urban logistics and diverse travel needs [4]. Technological Advancements - The GOVY AirJet received a special flight permit from the Civil Aviation Administration of China, highlighting its safety and compliance for commercial operations [4]. - Zero Gravity and Zhengli New Energy signed a strategic cooperation agreement for aviation batteries, marking the start of mass delivery for the RX1E series electric aircraft [5]. Funding and Development - Dream Aerospace completed over 100 million yuan in Pre-A++ and strategic round financing, aimed at product certification and team expansion [6]. - The global first pure electric flying car, Alef, has begun test operations after receiving special airworthiness certification from the FAA [6]. Investment Recommendations - The national strategy focuses on the low-altitude economy, with various local governments implementing development policies and state-owned enterprises establishing low-altitude companies [7]. - Key application scenarios include low-altitude logistics and tourism, with significant orders for leading eVTOL manufacturers indicating a clear trend towards large-scale industry development [7].
合肥18.6亿低空经济专项债落地,沃兰特再获120架eVTOL订单 | 投研报告
Zhong Guo Neng Yuan Wang· 2025-09-01 06:41
西南证券近日发布低空经济行业双周报:本期(8月18日-8月31日)低空经济板块跑输 大盘。万得低空经济指数上涨3.12%,跑输上证指数1.24个百分点,跑输沪深300指数3.88个 百分点,跑输创业板指10.92个百分点;国证通用航空指数上涨6.85%,跑赢上证指数2.49个 百分点,跑输沪深300指数0.15个百分点,跑输创业板指7.19个百分点。 以下为研究报告摘要: 投资要点 全球首款纯电飞行汽车Alef开始试运营。Alef Aeronautics是一家可持续移动出行公司, 该公司从2022年开始研发Model A,并在不到一年的时间里获得了美国联邦航空局(FAA) 的特殊适航认证,成为首个获得此类认证的飞行汽车项目。该公司近日宣布,其全球首款纯 电动飞行汽车Model A已在加州半月湾和霍利斯特两座机场启动测试运营。 行情回顾:本期(8月18日-8月31日)低空经济板块跑输大盘。万得低空经济指数上涨 3.12%,跑输上证指数1.24个百分点,跑输沪深300指数3.88个百分点,跑输创业板指10.92个 百分点;国证通用航空指数上涨6.85%,跑赢上证指数2.49个百分点,跑输沪深300指数0.15 个 ...
回调抢筹!中国卫星大跌7%,重仓低空经济的通用航空ETF(159231)跌逾1.5%,资金持续加仓!
Xin Lang Ji Jin· 2025-09-01 02:33
Group 1 - The low-altitude economy and military aviation sectors experienced a downturn, with companies like China Satellite dropping over 7% and others like Nanwang Technology and Aerospace Hongtu falling more than 5% [1] - The General Aviation ETF Huabao (159231) saw a net inflow of 73.38 million yuan over the last 10 trading days, indicating strong investor interest despite recent declines [3] - China's low-altitude equipment product count exceeds 4 million units, with rapid development in unmanned, electric, and intelligent low-altitude equipment [3] Group 2 - The General Aviation ETF Huabao covers 50 constituent stocks related to military and civilian aviation, with over 46% of its holdings in state-owned enterprises and more than 20% in major military groups [4] - The Chinese Civil Aviation Administration predicts that the market size of the low-altitude economy will reach 1.5 trillion yuan by 2025, 2 trillion yuan by 2030, and 3.5 trillion yuan by 2035, highlighting its potential as a significant economic growth driver [3]
“低空+”多场景应用“加速跑” “造机新势力”抢占新赛道加快“走出去”
Yang Shi Wang· 2025-08-31 05:31
Core Viewpoint - The low-altitude application in China is rapidly expanding from traditional aviation and training to various scenarios such as agricultural protection, logistics delivery, and emergency rescue since 2025 [1][3]. Group 1: Industry Development - The Ministry of Industry and Information Technology reports that drones are now maturely applied in agricultural protection, inspection, and ecological monitoring, with over 200,000 agricultural drones operating on more than 400 million mu of land annually [3]. - The low-altitude economy is being recognized as a new growth driver, with various regions actively exploring applications such as aerial tourism and logistics [7][10]. - By 2030, the low-altitude equipment industry in China is expected to reach a market scale of over one trillion yuan [16]. Group 2: Application Scenarios - In Xinjiang, a company has successfully implemented low-altitude applications in tourism, logistics, and emergency rescue, including a partnership with local hospitals for medical rescue using helicopters [5]. - Multiple express delivery companies are utilizing low-altitude equipment for trial operations in cargo transport, with over 20 cities in China having established regular logistics routes [10]. Group 3: International Expansion - The recent low-altitude industry innovation development conference in Xinjiang attracted numerous overseas buyers, indicating a push for Chinese low-altitude equipment to enter international markets [11]. - A company producing large drones has signed procurement agreements worth over 1 billion yuan, marking a breakthrough in the overseas market for Chinese civil large drones [13]. Group 4: Safety and Regulation - The Ministry emphasizes the importance of safety in the development of the low-altitude equipment industry, advocating for a gradual approach to the application of drones and electric vertical take-off and landing aircraft [19]. - A comprehensive industrial standard system for low-altitude equipment will be established to enhance product quality and safety management [19].
以新质生产力重塑价值坐标
Zhong Guo Zheng Quan Bao· 2025-08-29 22:26
Core Viewpoint - CITIC Group, one of China's largest comprehensive enterprise groups, is undergoing a transformation with a focus on integrating financial resources to support the real economy, achieving significant growth in both financial and industrial sectors [1][10]. Financial Performance - In the first half of 2025, CITIC Group reported operating revenue of 368.76 billion RMB and a net profit attributable to ordinary shareholders of 31.23 billion RMB, with financial subsidiaries showing comprehensive profit improvements [1]. - The financial sector contributed over 90% of CITIC's profits, with net profit from the financial segment reaching 28.38 billion RMB, a year-on-year increase of 1.8% [5][10]. Strategic Initiatives - CITIC has established a "strong core" in finance, focusing on long-term partnerships with high-potential companies like CATL, providing over 100 billion RMB in comprehensive financing [2][3]. - The "Star Chain" initiative aims to build a new industrial ecosystem, with CITIC actively investing in low-altitude economy projects and advanced materials [6][7]. Innovation and Technology - CITIC is leveraging technology to enhance production efficiency, with initiatives in AI and advanced manufacturing, such as the development of a large eVTOL aircraft and breakthroughs in special steel production [6][9]. - The company emphasizes a "data-driven" approach to manufacturing, aiming to transform traditional industries through technological advancements [9][10]. Market Position and Valuation - Since its listing in 2014, CITIC's stock has seen a cumulative increase of over 180%, indicating a positive market reassessment of its value [10][11]. - The company is actively managing its market value through shareholder return plans and strategic reforms, including a proposed interim dividend of 0.20 RMB per share, up from the previous year [11][12]. Future Outlook - CITIC's chairman highlighted the need for innovation to navigate the current strategic opportunity period, focusing on developing new productive forces and comprehensive innovation as key strategic tasks [12].
大陆航空科技控股(00232.HK)中期溢利达6429万港元
Ge Long Hui· 2025-08-28 10:46
Group 1 - The company reported a revenue of HKD 1,005,250,000 for the first half of 2025, an increase from HKD 781,805,000 in 2024 [1] - Gross profit for the same period was HKD 257,507,000, up from HKD 200,851,000 in 2024 [1] - The net profit for the period was HKD 64,293,000, significantly higher than HKD 7,053,000 in 2024, primarily driven by the general aviation piston engine business which recorded a profit of HKD 70,925,000 compared to a loss of HKD 3,277,000 in 2024 [1] Group 2 - Basic and diluted earnings per share were HKD 0.69, compared to HKD 0.08 in 2024 [1]
大陆航空科技控股(00232)公布中期业绩 净利6429.3万港元 同比增长811.57%
智通财经网· 2025-08-28 10:35
Core Insights - The company reported a revenue of approximately HKD 1.005 billion for the first half of 2025, representing a year-on-year increase of 28.58% [1] - Net profit reached HKD 64.293 million, showing a significant year-on-year growth of 811.57% [1] - Earnings per share were reported at HKD 0.69 [1] Financial Performance - The increase in profit was primarily attributed to the general aviation piston engine business, which generated a profit of HKD 70.925 million during the period, compared to a loss of HKD 3.277 million in 2024 [1]
低空经济看南昌 英雄城何以“振翅高飞”
Xin Hua Wang· 2025-08-28 07:13
新华网南昌8月28日电(吴亚芬)千米之下,机遇无限。 2025年南昌市迎春烟花晚会上,2660架无人机在赣江上空组成不同的字样和造型。新华网发 老底子"长出"新产业 今年7月,南昌西部航空产业园和南昌低空经济集聚区相继开园,覆盖无人机研发、eVTOL(电动垂直起降飞行器)制造、低空物流等核心领域 的十余家科研机构、企业签约入园,为南昌低空经济发展按下发展"加速键"。 1954年,新中国第一架飞机在这里翱翔蓝天。七十余年过去,如今低空经济在此蓬勃发展,英雄城的产业"进化"恰逢其时。 "南昌是我们国家航空工业的发源地,有着多个新中国航空工业第一的光荣历史和积淀,具备强大的航空产业根基。"江西航空研究院副院长余斌 认为,南昌航空产业起步早、底蕴深,发展低空经济具有资源和技术的先发优势。近几年,低空经济作为从航空产业基础上"生长"出的新生态和 新经济模式,在国家经济发展中的重要地位逐渐凸显,南昌已然敏锐地捕捉到其与自身优势的高度契合点,展现出强劲的实力: ——以扎实的产业链为根基。南昌航空城集聚一批低空经济产业链企业,既有洪都、探索者等整机企业,也有中发天信、三瑞智能、驰宇光电等 核心零部件企业,还包括嘉鼎先进复材、 ...
低空经济全线飘红!中国卫星再度涨停,通用航空ETF(159231)开盘涨1.76%
Xin Lang Ji Jin· 2025-08-28 02:35
Group 1 - The low-altitude economy and military aviation sectors are experiencing significant growth, with companies like Huali Chuantong rising over 14% and China Satellite reaching a 10% increase [1][3] - The General Aviation ETF Huabao (159231) has seen a net inflow of 65.65 million yuan over the last 10 trading days, indicating strong investor interest [3] - The low-altitude economy in China has surpassed 500 billion yuan in 2023, showing a year-on-year growth of 33.8%, highlighting its potential as a new emerging industry [3] Group 2 - The China Civil Aviation Administration predicts that the market size of the low-altitude economy will reach 1.5 trillion yuan by 2025, 2 trillion yuan by 2030, and 3.5 trillion yuan by 2035, indicating a significant growth trajectory [3] - The General Aviation ETF Huabao covers 50 constituent stocks, with over 46% from state-owned enterprises and more than 20% from the top ten military industrial groups, focusing on key areas like low-altitude economy and commercial aerospace [4] - The ETF is positioned as a tool for investors to access the Chinese aviation industry chain, benefiting from both domestic demand and military trade [4]