Group 1 - The meeting of Zhuhai Municipal Finance Committee emphasized the need to focus on the development of the low-altitude industry, aiming to cultivate leading enterprises and accelerate the implementation of key projects to build a competitive low-altitude economic industry cluster [1] - The application scenarios for low-altitude operations are to be expanded, promoting the use of drones in logistics, emergency rescue, agriculture, and air traffic, while also developing new consumption formats such as low-altitude sightseeing and flight experiences [1] - According to Guotai Haitong Securities, the low-altitude economy is fundamentally about the efficient development of airspace resources and the collaborative synergy of industries, with current industry policies becoming increasingly refined [1] Group 2 - Guoxin Securities highlighted that safety is the primary prerequisite for the development of the low-altitude economy, with a phased approach to expanding application scenarios while ensuring risk control [2] - The current constraints on high-quality development in the low-altitude economy include insufficient management precision, low technological maturity, and inadequate infrastructure [2] - The industry is actively exploring solutions to overcome these bottlenecks, including the development of low-altitude airspace regulation, policy incentives, infrastructure improvements, and expedited licensing processes [2]

Group 1 - The National Market Supervision Administration has launched the first batch of 21 cross-regional quality strong chain linkage projects, involving 27 provincial market supervision departments, aimed at innovating regional quality cooperation mechanisms and enhancing supply chain resilience and safety levels [1][3] - The projects encompass both emerging industries such as robotics, brain-computer interfaces, low-altitude economy, and commercial aerospace, as well as traditional industries like textiles, engineering machinery, and coal chemical [2] - The action plans for the linkage projects propose quality support and standard leadership to create a new industrial ecosystem through regional cooperation, particularly addressing the "involution" competition pressures faced by industries like photovoltaics and lithium batteries [2] Group 2 - The projects also focus on consumer welfare and boosting consumption through quality grading, information sharing services, and credit evaluations in industries such as home decoration materials and down production [2] - The linkage project plans include practical measures for current hot industries like robotics and brain-computer interfaces, emphasizing product co-creation, standard co-construction, and brand co-cultivation to accelerate the transformation of scientific and technological achievements [2][3] - The National Market Supervision Administration has called for enhanced coordination among participating provinces to establish a regular contact mechanism and promote the implementation of project objectives through quality technology innovation and resource sharing [3]

Core Insights - The article highlights several high-potential listed companies in the stock market that are gaining attention due to their leading positions in cutting-edge technology, strong performance growth, and deep integration within their industry chains. These companies share growth trajectories similar to Apple and Nvidia [2] Group 1: AI Computing and Chips - Xiangwujing is recognized as a significant force in domestic AI chip development, deeply involved in the large model ecosystem [2] - Tuowei Information features a dual foundation of "Yiteng hardware + Kunpeng software," operating the Changsha Intelligent Computing Center, and is closely tied to Huawei [2] Group 2: Liquid Cooling Servers - Dayuanquanye leads in magnetic levitation centrifugal pump technology domestically, with a market share exceeding 35% in pumps for liquid cooling servers, rumored to be entering the Huawei Mate80 supply chain [2] - Genweike offers both immersion liquid cooling and cold plate cooling solutions, providing customized products for Tencent's intelligent computing center, optimizing PUE to 1.03 [2] Group 3: Consumer Electronics Innovation - Goer Technology is a leading manufacturer in VR/MR outsourcing and is developing molds for AI glasses [2] - Lingyi Zhizao covers precision functional components for MR/AI glasses, operating in both consumer electronics and automotive sectors, with clients including Apple, Huawei, and Tesla [2] Group 4: Low-Volume Economy - Zongshen Power is a core supplier of eVTOL engines, leveraging motorcycle power technology with extensive mass production experience, and is associated with various smart retail and manufacturing initiatives [2]

近期，全球首家机器人6S店在深圳市龙岗区开门迎客，在传统汽车4S店的"销售、零配件、服务、信息 反馈"模式基础上，开创性地融入租赁与个性化定制两大模块，为机器人从实验室走向市场、从技术概 念走向生活场景搭建桥梁。 深圳市龙岗区人工智能（机器人）署署长赵冰冰说，6S店未来将成为机器人产业的"创新试验田"，推动 机器人企业从"单打独斗"向"集群共赢"转变。 近年来，深圳积极推动创新链产业链资金链人才链深度融合，把整个城市作为新质生产力与创新的策源 地、孵化器，加快打造具有全球重要影响力的产业科技创新中心，全方位深层次建设创新之城。 走进前海—蛇口低空经济先导区，零重力深圳飞机工业有限公司的研发和生产基地正在如火如荼建设 中。"我们是深圳首家大型载人电动垂直起降飞行器整机研发制造企业，基地预计2026年初投入运营， 将主要承担'鹊飞'飞行器的研发与生产。"公司总经理贾思源说，公司目前已收到相关意向订单近1500 架。 目前，深圳已集聚1700余家低空经济产业链企业，形成集研发、制造、应用、服务等于一体的完备产业 链。低空经济蓬勃发展的背后，是深圳对以科技创新推动产业创新、加快培育和发展新质生产力的持续 坚持。 如今 ...

活动期间，企业代表们还前往简阳经开区，实地考察了园区发展现状、载体建设及企业运营情况，详细 了解了简阳低空经济产业发展情况。 （文章来源：每日经济新闻） 在产业方面，简阳先后引进星联智慧航空"NTN空天地海一体化泛在网络"、海南蜀舟"可持续航空燃料 原材料生产及生物质能源研发基地"等低空经济项目，这些项目落地，不仅填补了简阳在低空通信网络 与绿色航空能源领域的空白，更以核心技术突破为支点，串联起低空飞行器研发、航空服务运营等上下 游产业链环节，为构建"技术研发—装备制造—场景应用—配套服务"的完整低空经济生态闭环奠定坚实 基础，让简阳在低空经济赛道上形成了差异化的产业竞争力。 零重力飞机工业（合肥）有限公司、珠海天晴航空航天科技有限公司、翊飞航空科技（北京）有限公司 等5家公司代表就各自核心技术、产品优势、市场布局以及未来发展规划进行详细阐述，让与会人员深 入了解低空经济产业丰富的业态与广阔的发展潜力，推动简阳市低空经济产业链不断完善与延伸。不少 企业家纷纷表示，"这次活动，不仅帮助企业间资源整合、优势互补创造了机会，也让大家看到了简阳 低空经济产业广阔的发展前景，期待与简阳深化沟通合作，助力打造'天府门户、 ...

Core Viewpoint - Zhuhai is positioning itself for future industrial breakthroughs and urban enhancement, focusing on industrial upgrades and regional cooperation as key development themes [1][2]. Group 1: Industrial Development - Zhuhai is accelerating the construction of a modern industrial system, targeting emerging sectors such as artificial intelligence, low-altitude economy, and marine economy [2]. - The city has attracted over 40 artificial intelligence enterprises, with the core AI industry generating over 20 billion yuan in output [2]. - Initiatives like "Cloud Smart City" and "Sky City" are being developed to enhance technological capabilities and infrastructure for low-altitude traffic management [2]. Group 2: Regional Cooperation - Zhuhai is redefining its role within the Guangdong-Hong Kong-Macau Greater Bay Area, acting as a key node for collaborative development [5][6]. - The city is encouraged to deepen cooperation with Macau and other Bay Area cities, focusing on institutional innovation and cross-border integration in various sectors [6][7]. - Strategies include forming industry alliances, enhancing government collaboration, and leveraging legislative powers for coordinated innovation [7]. Group 3: Cultural and Tourism Development - Experts suggest developing cultural industry parks and enhancing infrastructure to foster cultural enterprise clusters [4]. - Zhuhai is advised to create premium tourism routes targeting visitors from Hong Kong and Macau, integrating various tourism resources into cohesive packages [8]. - The city aims to enhance its digital service trade, which currently accounts for 25% of its service trade total, by strengthening capabilities in financial services and new technologies [8].

由安徽省人民政府主办的"2025低空经济发展大会"将于9月5日至7日在芜湖市举办。自2022年创办以 来，该活动已举办三届，已成为展示低空经济发展成效的重要窗口。 本次大会以"场景创新引领 安全有序发展"为年度主题，聚焦国家最新政策和产业发展，深入研讨发展 和安全、政府和市场、当前和长远等低空经济发展面临的重大问题，为编制好低空经济发展"十五五"相 关规划，因地制宜推动低空经济安全健康发展交流经验、展示成果、探索路径、凝聚共识。 兴业证券最新发布的行业研报认为，低空经济作为战略性新兴产业，在政策与技术双轮驱动下进入爆发 期。工信部等四部委联合印发的《通用航空装备创新应用实施方案（2024-2030年）》明确提出，到 2030年形成万亿级市场规模，而国家发改委新设"低空经济发展司"将进一步强化顶层设计。 公司方面，据证券时报表示， 新晨科技：公司以空管数据信息服务体系建设为基础，自主研发了"低空空域申报平台"、"低空综合监 视平台"等低空领域产品，形成了覆盖空管各级管理单位的数据服务保障能力。 商络电子：公司参股投资亿维特（南京）航空科技有限公司，其专注于载人eVTOL研发、制造，致力 于UAM（Urban A ...

Core Insights - Zhuhai is positioning itself for future industrial upgrades and urban enhancement, focusing on technology innovation and regional cooperation as key development themes [1][2][3] Group 1: Industrial Development - Zhuhai is actively promoting the integration of technology and industry, targeting sectors such as artificial intelligence, low-altitude economy, and marine economy to build a modern industrial system [2] - The city has seen the emergence of over 40 artificial intelligence enterprises, with the core AI industry generating more than 20 billion yuan in output [2] - Initiatives like the "Cloud City" and "Sky City" are being developed to enhance its technological capabilities and infrastructure for low-altitude traffic management [2][4] Group 2: Regional Cooperation - Zhuhai is redefining its role within the Guangdong-Hong Kong-Macao Greater Bay Area, acting as a critical node for collaborative development [5][6] - The city aims to deepen cooperation with Macau and other Bay Area cities, focusing on institutional innovation and expanding cultural and tourism collaborations [6][7] - Strategies include forming industry alliances and enhancing legislative cooperation to foster innovation across key sectors [7] Group 3: Urban and Cultural Development - Experts suggest that Zhuhai should develop cultural industry parks and improve infrastructure to create a conducive environment for cultural enterprises [4] - The city is encouraged to enhance its tourism offerings by creating diverse travel routes and integrating resources to attract visitors from Hong Kong and Macau [8] - There is a push for Zhuhai to leverage its special economic zone status to innovate in domestic and international cooperation mechanisms, particularly in digital service trade [8]

Group 1 - The core viewpoint of the news is the signing of a strategic cooperation agreement focused on low-altitude innovation between Zhongke Information and two academic institutions, aiming to drive innovation and meet regional industrial needs [1][2]. - The agreement includes collaboration in research, student internships, and the establishment of joint laboratories with the Civil Aviation Flight University of China and the Beijing University of Aeronautics and Astronautics Chengdu Innovation Research Institute [2]. - Zhongke Information will focus on developing technologies in low-altitude intelligent traffic control models, drone airworthiness certification, and high-energy density batteries, with applications in various sectors such as financial escort, emergency rescue, new logistics, public safety, and smart agriculture [2][3]. Group 2 - Zhongke Information is recognized as a leading artificial intelligence enterprise in Chengdu, actively responding to national strategies for developing low-altitude economy and promoting smart city construction [3]. - The collaboration aims to establish a low-altitude application innovation platform in Tianfu New Area, incubating and transforming technological achievements in the low-altitude field [3]. - The initiative seeks to attract more aviation enthusiasts, general aviation enterprises, and investment institutions to participate in the development of Chengdu's low-altitude economy, creating a demonstration model for the Tianfu New Area [3].

"项目的实施是集团布局低空经济赛道、抢占科技创新制高点的重要举措。我们将以最高标准、最严要 求、最实举措推进项目全流程管理，通过顶尖创新资源协同攻关，力争早日产出高质量技术成果，推动 科技创新与产业深度融合，提升区域科技竞争力，实现低空经济产业链自主可控，为内蒙古低空经济发 展贡献力量。"鄂尔多斯机场管理集团有限公司董事长屈树清表示。 内蒙古日报·草原云记者：白莲 转自：草原云 8月25日，内蒙古自治区科技"突围"工程低空经济点位专项"低空运载技术中试基地建设中的设计、测 试、优化技术体系研究"项目在鄂尔多斯启动。该项目直面低空装备研发与应用的核心痛点，以打造"全 国设备最齐全、功能最完备、技术水平最高"的低空运载技术中试服务体系为目标，为区域低空经济产 业链提供坚实技术支撑。 "低空运载技术中试基地建设中的设计、测试、优化技术体系研究"项目由鄂尔多斯机场管理集团有限公 司牵头，联合江南大学、内蒙古工业大学、大道空天高新科技（内蒙古）有限公司等6家单位，聚焦低 空飞行器在技术转化、测试认证、性能优化等环节面临的瓶颈问题，围绕飞行性能与可靠性全流程实景 检验评估、力学与环境综合模拟检测、软硬件系统协同优化、飞行 ...