Group 1 - Jiangsu Province has officially released the first provincial-level guidelines for low-altitude infrastructure planning, marking a new phase in the standardization and normalization of low-altitude economic development [1][4] - The release of these guidelines has led to a significant increase in the stock prices of low-altitude economy-related companies, with the Shanghai-Shenzhen-Hong Kong low-altitude economy index rising by 1.73% [1] - The guidelines include a four-level classification system for take-off and landing sites, which aims to enhance the efficiency and effectiveness of low-altitude transportation [4] Group 2 - The central economic work conference has recognized "low-altitude economy" as a strategic emerging industry, prompting various regions to accelerate the introduction of related policies [2] - The lack of unified standards and clear departmental responsibilities at the national level has created bottlenecks in the infrastructure development of the low-altitude economy [3] - The guidelines propose a three-category airspace and four-level route classification system to improve the efficiency of airspace reporting [4] Group 3 - The infrastructure for the low-altitude economy includes both hard infrastructure (such as airports and navigation systems) and soft infrastructure (such as flight service platforms and maintenance services) [5] - Companies like Lais Information are actively developing comprehensive low-altitude solutions and have established a provincial-level low-altitude service management platform in Jiangsu [6][7] - Sujiao Technology has entered the low-altitude project space, focusing on planning and consulting services related to low-altitude transportation infrastructure [7][8]

Group 1 - The core viewpoint of the article is the promotion of low-altitude equipment innovation application pilot projects in Heilongjiang Province to enhance the development of the aerospace industry [1] - The Heilongjiang Provincial Government has issued policies to support high-quality development in the aerospace sector, focusing on low-altitude equipment innovation [1] - The pilot projects will target counties, cities, and districts with strong industrial foundations and prominent application scenarios, particularly in key areas such as agricultural protection, emergency rescue, logistics distribution, air traffic, and emerging consumption [1]

来源：瑶海发布 对接需求请扫码 榜单： 「2025投资机构软实力排行榜」评选启动 近日，规模达20亿元的瑶海区科技创新投资基金（有限合伙）正式完成工商注册，瑶海基金丛林 再度扩容，赋能产业发展。该基金由瑶海科创集团联合瑶海国资集团、兴泰资本共同发起设立。 基金主要聚焦高端装备制造、新材料、新一代信息技术、生物医药、智能机器人和低空经济等六大 领域，重点扶持核心技术硬、市场前景广的成长型企业，推动通过资本赋能，持续稳固区域产业链 关键环节，拓展供应链配套生态，为瑶海高质量发展注入澎湃动力。 热文： 今年，上市公司热衷做并购基金 每日｜荐读 峰会： 「2025母基金年度论坛」盛大启幕：汇聚中国力量！ 热文： 一纸新规，炸出一级市场的管理费焦虑 ...

近年来，东莞作为制造业强市，积极布局低空经济这一新兴产业。2024年，东莞印发《东莞市推动低空经济高质量发展实施方案（2024—2026年）》，明确 提出将低空经济作为未来经济高质量发展新的重要增长极。如今，随着越来越多的"低空+"应用场景落地，东莞低空经济正从"起飞"迈向"腾飞"。 7月3日，"低空场景 示范引领"广东省（东莞）2025年低空经济应用场景发布会在东莞迎宾馆举行，共商东莞低空经济产业链要素集聚与融合发展。会上发 布了《东莞市2025年低空经济应用场景典型案例清单》和《东莞市2025年低空经济应用场景机会清单》，推动以"真场景"撬动"大产业"。 本次发布会在广东省发展和改革委员会、东莞市人民政府的指导下，由东莞市发展和改革局主办，东莞市南城街道办事处、东莞交控集团、东莞理工学院承 办，东莞联通执行，旨在进一步加大应用场景供给，搭建应用场景机会平台，让更多低空领域新技术、新产品在东莞应用推广。 会上，东莞市发展和改革局相关负责人表示，近年来，东莞深化与广州、深圳、珠海、吉安等兄弟城市的合作交流，充分发挥全市产业基础雄厚、应用场景 丰富的天然优势，以场景创新链接优质资源，持续推进全领域、全市域、全流 ...

投资界7月3日消息，近日，由中国航天科技集团发起设立，致力于大型无人运输系统研发设计、生产制 造及运营培训的低空经济企业「航天飞鹏」完成数亿元B轮融资，本轮融资由北创投、昆仑北工基金和 金浦青铁基金联合投资。 北创投表示："低空经济作为国家战略性新兴产业之一，随着国家和地方政府支持政策的不断出台，将 迎来发展的黄金时期。其产业链条长、辐射面广、带动性强等特征，一方面将重塑物流、观光、应急救 援等领域业态模式和竞争格局，另一方面将促进通信、人工智能、新材料等技术落地和产业发展。航天 飞鹏作为该领域的创新代表，依托航天航空系统的技术优势，率先开辟大型固定翼无人运输机商业化交 付，并在此基础上形成大型固定翼、eVTOL、多旋翼等多品种系列低空经济载体产品的覆盖。我们持 续看好航天飞鹏在低空经济领域的技术和先发优势，并期待公司在产品创新和运营管理上迎来新的突 破。" 昆仑北工基金表示："低空经济市场规模超万亿元，发展前景广阔；其创新要素集中、产业链长，适合 进行投资布局。航天时代飞鹏是低空经济赛道聚焦物流运输领域的无人机头部企业。公司源自航天九院 无人机所整建制研发团队，是行业内少有的拥有领先的飞机正向研发设计能力的 ...

深圳将推动人工智能、低空经济加力提速，成群成势；打好"五外联动"组合拳；支持培育发展长期资 本、耐心资本 张虎表示，广东将全力以赴支持深圳的改革探索。支持深圳统筹推进教育科技人才体制机制一体改革， 支持深圳深化要素市场化配置改革，推进金融、技术、数据等要素赋能实体经济发展。支持深圳培育发 展长期资本、耐心资本，深化数据交易规则以及场景探索，完善便利人员流动的配套机制。支持深圳建 设更高水平开放型经济新体制，支持深圳对标全球最佳实践，打造市场化、法治化、国际化一流营商环 境。会上发布的信息显示，近期广东省梳理了一批省级行政职权共20项，将调整由深圳实施。 深圳综合改革试点不少任务都将率先在前海、河套落地。覃伟中表示，深圳将积极抢抓《意见》出台实 施的重大机遇，更好发挥前海、河套改革开放创新平台和枢纽作用，率先在重要领域和关键环节改革上 取得新突破，打造一批首创性、标志性改革品牌，推动深圳综合改革试点取得更大成效，为全国进一步 全面深化改革、扩大高水平对外开放作出示范。 证券时报记者 江聃 覃伟中表示，深圳将围绕建设国家新一代人工智能创新发展试验区、国家低空经济产业综合示范区，全 力攻关一批关键核心技术，加快实施 ...

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Core Viewpoint - Suzhou Planning is planning to acquire the controlling stake in Dongjin Aviation Technology, with the announcement made on July 1, 2023, and trading suspension effective from July 2, 2023 [1][9]. Group 1: Acquisition Details - The acquisition will involve issuing shares and cash payments, with a detailed transaction plan expected to be disclosed by July 16, 2023 [1]. - Dongjin Aviation Technology specializes in communication, navigation, and surveillance systems in the air traffic management sector, and is the only company involved in both system construction and general aviation flight service operations in China's low-altitude airspace management reform pilot project [1]. Group 2: Shareholder Changes - Prior to the acquisition announcement, significant changes occurred in Dongjin Aviation Technology's shareholder structure, with major shareholders Zhang Ning and Liu Xiaojie exiting the company on June 6, 2023 [2]. - As of now, Zhang Ning remains the actual controller of Dongjin Aviation Technology, holding 39.57% of the shares, while the new top shareholders include Shi Benning and Wu Xiaolin [2]. Group 3: Financial Performance - Suzhou Planning has faced financial challenges, reporting a cumulative net loss of over 38.95 million from 2018 to 2023, with annual net profits showing consistent losses [5]. - The company's revenue has also declined, with projected revenues of 404 million, 391 million, and 308 million for 2022, 2023, and 2024 respectively, alongside decreasing net profits [5]. - In Q1 2025, Suzhou Planning reported a revenue of 46.25 million, a year-on-year decrease of 18.42%, and a net profit of 3.23 million, down 5.65% year-on-year [6]. Group 4: Industry Outlook - The low-altitude economy is characterized as a policy-driven and technology-driven emerging industry, with potential for significant growth in the next five to ten years as the integration of general aviation and unmanned systems is promoted [6].

Group 1 - The Yuhang District signed 102 key projects with a total investment exceeding 13.5 billion yuan and is advancing 16 key projects with a total investment of over 8 billion yuan [2] - Yuhang focuses on five major industrial ecological circles to enhance new productive forces and layout future industries, particularly in areas like AI-assisted diagnosis, children's programming education, drone R&D, smart home, and maternal and infant AI [2] - A notable project in the healthcare sector involves AI-based early detection and intervention for cognitive disorders, utilizing deep learning models for analysis and diagnosis [2] Group 2 - Beijing Zhuoyue Intelligent Technology Co., Ltd. is establishing its headquarters in East China to expand low-altitude economy-related businesses, including production bases and R&D centers [3] - Yuhang is accelerating the attraction of talent projects, with three projects led by academicians and eight provincial-level projects, including a biomanufacturing project led by foreign academician Gao Peng [3] - Yuhang is advancing major cultural projects, including the Yuhang Cultural and Art Center and the second phase of the Liangzhu Museum, with a total investment of 900 million yuan to enhance the cultural heritage of the Liangzhu site [3] Group 3 - Yuhang has signed over 200 projects this year and is advancing 36 key projects, aiming to enhance the comprehensive capabilities of Hangzhou as a new urban center [4] - The district is committed to creating a city of opportunities with new economies, new business formats, and new models [4]

该机构认为，政策驱动及行业技术快速迭代推动下，低空经济规模增势强劲。政策方面，可关注基础设 施建设、空域管理、城市试点等方面的专项政策，同时注意政策驱动向业绩驱动的转变。低空制造方 面，重点关注新型航空器的突破进展（如eVTOL、飞行汽车、氢能航空器等适航三证的获取、技术迭 代等），关注动力航电等关键稀缺、高价值量高利润环节；基础设施建设重点关注，（1）低空基建规 划设计/提供整体解决方案的设计院：持续深耕规划类业务，具有区位和资质优势，与多地方政府密切 合作；（2）空管平台产品及服务的提供商：空管项目落地进展快，业务毛利率高，龙头企业毛利率 30%—40%；（3）通信、导航、地图相关企业：通过融合发展5G、人工智能、大数据、天基互联网建 立"低空智联网"，有望带动云计算、通信、导航、地图相关企业发展。应用运营方面，关注各地应用场 景清单以及示范试点项目，率先关注文旅、物流两大场景的规模化，后续关注城市空中交通场景商业化 进展。 粤开证券指出，低空经济产业链涉及制造、服务、消费等多个环节，我国低空经济发展已具备较好产业 链基础。政策驱动及行业技术快速迭代推动下，2024年低空经济指数跑赢大盘，2025年上半年 ...