Core Viewpoint - The low-altitude economy is a significant new growth point for China's economy, with a broad development prospect and strategic importance. The market size is expected to reach 1.5 trillion RMB by 2025, with an annual growth rate of 15%-20% over the next decade [3][10]. Group 1: Industry Overview - As of May 2025, the number of low-altitude economy-related enterprises in China has exceeded 86,500, with approximately 9,200 new registrations in the first four months of 2025, representing a year-on-year increase of over 200% [8][10]. - The government procurement events related to the low-altitude economy have shown significant growth, with 280 events in April 2025, amounting to approximately 777 million RMB, marking a notable increase [8]. - The low-altitude economy has become one of the hottest sectors in the primary market, with 52 financing cases in the first half of 2025, a year-on-year increase of 48.6%, and a total financing amount exceeding 1.74 billion RMB [4][26]. Group 2: Policy Support - In the second quarter of 2025, a total of 110 policies related to the low-altitude economy were released, including 4 at the national level and 106 from local governments, covering various aspects such as airspace management and infrastructure construction [10][11]. - The National Development and Reform Commission emphasized that safety is the primary prerequisite for the development of the low-altitude economy, highlighting the need to combat illegal drone flights [9][10]. Group 3: Investment Dynamics - The financing amount in the low-altitude economy sector in the first half of 2025 was 1.74 billion RMB, a decrease of 910 million RMB compared to the same period last year, primarily due to the non-disclosure of financing amounts in many cases [26][28]. - The eVTOL and drone systems have attracted significant capital attention, with 17 financing cases in the eVTOL sector alone, accounting for 32.7% of the total [26][27]. - The investment landscape has shifted towards early-stage financing, with a notable increase in angel round investments, indicating a trend towards smaller, earlier investments in promising projects [27][28]. Group 4: Industry Trends - The low-altitude economy's industrial chain is complex, involving upstream (research and manufacturing), midstream (operation and services), and downstream (applications) sectors, with a wide range of applications across various industries [22][23]. - The demand for anti-drone technology has surged due to increasing safety incidents involving drones, leading to a focus on developing systems for detecting and neutralizing unauthorized drones [44][45].

Core Viewpoint - Shenzhen has become a hub for innovative companies like Huawei, BYD, and DJI, which excel in both domestic and international markets, leveraging international standards as a key advantage [1]. Group 1: International Standards Participation - As of the end of 2024, Shenzhen enterprises have participated in the formulation of 3,379 international standards, covering various industries such as photovoltaics, drones, genetic testing, and graphene [1]. - Bettery New Materials Group has maintained a leading position in the lithium-ion battery anode materials sector for over a decade and is a major supplier to renowned battery manufacturers like CATL [1]. - The push for Bettery to engage in international standard-setting was catalyzed by a critical email questioning Chinese companies' capabilities, which inadvertently reached all conference attendees [1][2]. Group 2: Development of Standards - Bettery, in collaboration with the National Center for Nanoscience and Technology and the China National Institute of Metrology, applied to the IEC for the development of an international standard in graphene, which was initiated in 2017 and published in 2020 [1][3]. - Bettery has led and participated in the formulation of eight international standards related to new energy and materials, with five more currently in progress [3]. Group 3: Drone Technology Standards - Meituan's drone delivery service exemplifies Shenzhen's innovation, with drones capable of delivering orders in complex urban environments, highlighting the need for advanced perception and obstacle avoidance capabilities [3]. - In 2019, Meituan began preparing for international standard formulation in drone perception and obstacle avoidance due to the absence of unified standards [3][4]. - A joint team from Meituan and the China Aviation Industry Corporation led the establishment of the "Drone Perception and Obstacle Avoidance System" standard, which was approved in May 2022 [4]. Group 4: Support for Standardization - Under the guidance of the State Administration for Market Regulation, Shenzhen's market supervision bureau has supported BYD's participation in standardization organizations, leading to the approval of global technical regulations for electric vehicle safety [5]. - Huawei has actively contributed to global standard organizations, submitting nearly 12,000 standard proposals in 2023 and leading the development of 5G standards [5]. - Shenzhen's success in international standard formulation is attributed to strong support in policies, funding, and talent, fostering an ecosystem that prioritizes standards [5].

低空经济是战略性新兴产业和新质生产力的代表。滨州高新区抢滩低空经济蓝海，谋篇布局低空装备产 业体系，推动产业链上下游企业协同创新，催动低空经济乘势"高飞"。 记者了解到，一架定制化垂起固定翼无人机由100多个零部件构成，需要经过8道工序制造，这要在以 前，得联系七八家供应商、历时1个月。但眼下高新区无人机智能共享加工中心实现了一条龙生产，整 个生产周期只需1周。"来图纸即可加工，配有五轴加工中心、热压罐，可以满足翼展5米的无人机快速 成型，整体效率提高了，成本降低了30%。"航大汉来（滨州）无人机系统有限公司副总经理路广亮介 绍说。 高新区坐拥黄河冲积平原上的辽阔净空，已获批3044平方公里低空飞行空域，每年优良飞行日数超330 天，发展低空经济的条件可谓得天独厚。 2024年10月，智能共享加工中心投用，让无人机制造从图纸到总装实现了全流程生产，在"共享"之上实 现了"共创"。 该公司总经理李静指着一个机型介绍说："这是一个长航时、大范围，专门针对对海应用研发的一个机 型。在同级别、同载重量的飞机里，我们能做到体积最小。所有这些研发，都离不开一次次的测试与快 速迭代，并且所有环节必须可控。所以，这个全要素工 ...

说起无人机，想必大家都不陌生，从大家最熟悉的民用航拍无人机，到行业级的无人机，再到由无人机衍生出的"低空经济"，这些由无人机形成的业态， 正在悄然改变我们的生活。如今无人机快递、无人机外卖、无人机助农随处可见，而这些场景，在历届的中国国际大数据产业博览会上就已崭露头角。 京东无人机，单程可飞240公里 口袋无人机，手机变成操控器，揣在兜里便可出发。 美团配送类无人机 那无人机现在究竟以何种形态出现 又对我们的生活产生了哪些影响 接下来 小知知就带你一起去大开眼界 智能无人机 在贵州应用场景广泛 在贵州，5G、大数据等新一代信息技术在"低空经济"领域的创新应用，为低空无人机的规模应用提供技术基础，让更多智能无人机蓄势起飞。 交通管理方面，有兴义市公安利用无人机在常发性拥堵路段开展无人机视频巡逻，辅助地面警务力量及时找到堵点源头，针对性采取排堵疏导措施，快速 有效提升道路通行效率。在交通管理方面取得良好效果。 兴义交警使用无人机进行交通疏导 佘国雄摄 "旅游+"方面，无人机灯光秀不仅已被塑造成为各地文旅业的标杆性"网红打卡项目"，同时也为贵州旅游业源源不断地提升人气、吸引人流。 农业植保方面，代表性的有贵州省遵义 ...

8月5日，赛迪顾问城市经济研究中心发布《2025年中国城区经济高质量发展研究报告》（下称《报 告》），同步公布2025赛迪百强区榜单，今年广东省共有17区入围，在前10席中占8位，值得关注的 是，被誉为广东经济第一区的深圳市南山区已连续9年蝉联榜首。 南山城区图。南宣供图 准万亿城区，从体量领跑者到质效突围者 当一个城区的经济体量比肩地级市，其发展逻辑早已超越传统框架。2024年南山区9500.97亿元的 GDP，仅差19亿元便追平全国第30位城市大连的总量；2025年上半年4980.06亿元的半年报，以4.8%的 增速叩响"万亿俱乐部"大门。更关键的是每平方公里超50亿元GDP的密度优势、第二产业5.3%、第三产 业4.7%的增速差，勾勒出高新技术产业与现代服务业"双轮驱动"的质效图景，让"万亿"不仅是规模数 字，更是高质量发展的标杆注脚。 独角兽涌现，创新活力从单点突破到集群爆发 7.66%的研发投入强度（近全国3倍），是南山创新浓度与活力的最直观体现 。在北起留仙洞、南至深 圳湾的"独角兽走廊"内，19家全球独角兽企业覆盖15个前沿领域，连续6年贡献深圳超50%的独角兽。 从大疆以80%全球消费级无人机 ...

Core Viewpoint - The competitive landscape between Insta360 and DJI is intensifying, with both companies launching new products aimed at each other's market segments, particularly in the panoramic camera and drone sectors [1][4][11]. Group 1: Product Launches and Market Moves - Insta360 announced its "影翎Antigravity" panoramic drone brand on July 28, aiming to redefine the flying experience and challenge DJI's dominance in the drone market [1]. - DJI responded by launching its new 8K flagship panoramic camera, Osmo 360, just days later, indicating a direct competition in the panoramic photography space [1][11]. - The launch of Osmo 360 is seen as a strategic move to counter Insta360's entry into the drone market, highlighting the aggressive nature of both companies [1][11]. Group 2: Competitive Strategies - Insta360's founder, Liu Jingkang, publicly acknowledged DJI's new product while promoting a discount on Insta360's X5 camera, showcasing a proactive marketing strategy [3]. - Liu revealed that the decision to enter the drone market was made five years ago, anticipating DJI's potential response in the panoramic camera sector [4][29]. - Both companies are leveraging their respective strengths, with DJI's established market presence and Insta360's innovative approach to panoramic imaging [8][12]. Group 3: Market Share and Financial Performance - According to data, DJI's market share in the global action camera market increased from 15.9% to 32.1%, while Insta360's share decreased from 26.9% to 18.1% [10]. - As of 2023, Insta360 held the largest share in the global panoramic camera market for six consecutive years, with projections indicating a near 70% share by 2025 [12][13]. - Insta360's revenue for the previous year was reported at 5.574 billion yuan, with 80% of sales coming from overseas markets, highlighting its international reach [14]. Group 4: Industry Trends and Future Outlook - The global aerial drone market is projected to grow significantly, from $1.92 billion in 2017 to an estimated $12.2 billion by 2030, indicating a lucrative opportunity for both companies [32]. - The competitive dynamics between Insta360 and DJI reflect broader trends in the tech industry, where companies are increasingly diversifying their product lines to capture new market segments [35][36]. - The ongoing rivalry is expected to drive innovation and market expansion, with both companies aiming to enhance their product offerings and meet evolving consumer demands [28][40].

8月6日，据绿能慧充消息，绿能慧充数字能源技术股份有限公司与新疆商贸物流（集团）有限公司近日 签订《战略合作协议》，标志着双方在新能源、低空经济领域的合作进入全新阶段。双方将于喀什、和 田、阿克苏、克州、伊犁、塔城六个重点地区，共同搭建物流、应急无人机机队基地。 ...

Industry Overview - As of May 2025, the number of low-altitude economy-related enterprises in China exceeded 86,500, with a year-on-year increase of over 200% in new registrations[6] - In April 2025, the total procurement events in the low-altitude economy reached 280, with a procurement amount of approximately 777 million RMB, marking a significant increase[6] - The market size of the low-altitude economy is projected to reach 1.5 trillion RMB by 2025, with an annual growth rate of 15%-20% expected over the next decade[8] Investment Dynamics - In the first half of 2025, there were 52 financing cases in the low-altitude economy, a year-on-year increase of 48.6%, with a total financing amount of 1.74 billion RMB, a decrease of 910 million RMB compared to the previous year[25] - The eVTOL sector attracted the most attention, with 17 financing cases accounting for 32.7% of the total, while the financing amount was 240 million RMB, representing 13.8% of the total[26] - The top five provinces for financing cases were Guangdong, Shanghai, Jiangsu, Zhejiang, and Sichuan, accounting for 69.2% of the total cases[38] Policy Support - In the second quarter of 2025, 110 policies related to the low-altitude economy were released, covering airspace management, infrastructure construction, and safety[8] - The National Development and Reform Commission emphasized safety as a priority, introducing guidelines to combat illegal drone flights and promote healthy development[7] Safety Concerns - In the second quarter of 2025, illegal drone flights increased by 42% year-on-year, highlighting safety risks associated with the rapid development of the low-altitude economy[7] - The government has introduced a "safety red line" policy to ensure that industry expansion follows strict safety protocols[7] Talent Development - By July 2025, 55 universities had established programs related to low-altitude economy talent training, including 38 new undergraduate programs in "Low-altitude Technology and Engineering"[8]

Group 1: Technological Innovations - The Beijing Huairou Science City has developed the High Energy Photon Source (HEPS), which emits light 10 trillion times brighter than the sun, enabling detailed analysis of molecular structures and contributing to original innovations [1][2] - The EAST nuclear fusion experiment in Hefei achieved a world record of 100 million degrees Celsius for 1000 seconds, marking a significant step towards fusion power generation [2] - Shenzhen's agricultural drones utilize proprietary rotor drive technology and have secured over 600 patents, with the low-altitude economy in Guangdong exceeding 100 billion yuan [4] Group 2: Industry and Economic Impact - The integration of technology and industry is creating a new engine for high-quality development, with the approval of a low-calorie sweetener, alulose, showcasing rapid market transformation of new technologies [5][6] - The automotive industry in Anhui has become a leader in production, with both traditional and new energy vehicles ranking first in the country as of May 2023 [4] - The Beijing-Tianjin-Hebei region's collaboration in the automotive supply chain has led to a 154% year-on-year increase in new energy vehicle production [7] Group 3: Talent and Innovation Ecosystem - The Huairou Science City attracts top global talent, fostering an environment conducive to innovation and collaboration among researchers [3] - The establishment of the XbotPark robotics base in Dongguan exemplifies the successful collaboration between Hong Kong and mainland scientists, creating a robust innovation ecosystem for robotics [8] Group 4: Regional Collaboration - The Greater Bay Area has developed a "technology innovation corridor," facilitating efficient resource flow and collaboration among various regions [8] - The integration of innovation resources across regions is essential for enhancing productivity and achieving breakthroughs in technology and industry [7][9]

陈聆听/文 2025年8月2日，海南国际旅游岛欢乐节在海口FUNBAY自在湾正式拉开帷幕。在欢乐节上，无人机与水上表演、地面巡游构成"海陆空"立体 盛宴。与此同时，在北方古城大同，500架无人机于7月29日至31日连续三晚在永泰门广场升空。"中国古都天下大同""美美与共天下大同"的 图案在夜空中流转，云冈大佛形象与古城飞檐斗拱相映成趣，引发观众阵阵欢呼。 目前，无人机编队表演已成为文旅场景中不可或缺的"科技流量担当"。据中金企信调研，2023年全球商业无人机灯光秀收入规模约18.6亿 元，到2030年收入规模将接近56.6亿元。 在国内无人机领域，早期行业内普遍流传着一个行业共识，无人机只有大疆和其他。而无人机表演市场，深圳高巨创新、深圳大漠大智 控、广州亿航智能和天津一飞智控、上海千机科技被称为"无人机表演五小龙"。 高巨创新：无人机表演设备供应商 2014年，深圳高巨创新依托在手机精密模型制造领域的深厚积淀，在深圳建立起3万平方米的专业无人机生产基地，2018年春节联欢晚会上 的无人机表演一战成名。 据高举创新官网介绍，企业打造智能制造、创新型应用、教育产品和海洋产品四大板块业务，具备自主完整闭环的精密制 ...