Technology Strategy - The U.S. Department of Energy and Army announced a plan to deploy commercial micro-reactors at domestic military bases within three years, aiming to enhance nuclear infrastructure for energy and defense [3] - The U.S. Department of Energy has consolidated six specific advisory committees into a single Scientific Advisory Committee Office to adapt to the evolving scientific landscape [3] Information - Broadcom launched a new network chip, Thor Ultra, designed to support large-scale AI computing systems, doubling the bandwidth compared to its predecessor, with expectations for the AI chip market to reach $60 billion to $90 billion by 2027 [4] - OpenAI and Broadcom entered a strategic partnership to design and deploy a total of 10 gigawatts of custom AI chips, with the first systems expected to be operational by late 2026 [4] Energy - Google plans to invest $15 billion in building its first AI center in India, which will include powerful AI infrastructure and data center capacity, marking the largest data center hub outside the U.S. [5] - Apple is expanding its renewable energy projects in Europe, supporting 650 megawatts of renewable energy projects to reduce its carbon footprint [10] - India and Canada signed a new cooperation framework focusing on energy, committing to increase bilateral trade in natural gas and liquefied petroleum gas [11] - Shell made a final investment decision on the HI gas project offshore Nigeria, expected to produce 350 million standard cubic feet of gas per day by 2030 [16] Aerospace - Boeing is developing a next-generation single-aisle aircraft to replace the 737 MAX, which has faced operational challenges since its launch [17] - The U.S. and South Korea are collaborating to develop and produce the Gray Eagle drone, with plans for the first flight in 2027 [18] - SpaceX successfully completed the 11th test flight of its Starship spacecraft, validating several key technologies for future missions [21] Advanced Manufacturing - The Canadian government is funding Qubic to develop advanced quantum amplifier technology, which aims to address thermal challenges in quantum computing [24]

八年前的深圳龙华上空，首批消费级无人机还在测绘地图时划出细碎航迹，那时谁也没料到——这些在 半空中笨拙穿梭的"电子飞鸟"，有朝一日会化身全运会赛场上的"空中F1"。 10月14日，第十五届全国运动会群众比赛模型（航空）项目决赛开赛仪式在深圳市龙华文体中心隆重举 行，来自全国的航模爱好者齐聚这片热土，共同掀起一场兼具科技魅力与运动激情的航空模型热潮，为 大湾区注入鲜活运动活力。 无人机竞速，这个听起来充满未来感的运动，究竟有何魅力，能在短短几年内从小众爱好迅速跻身热门 体育赛事？ 当我们把目光聚焦在深圳龙华这片土地上时，会发现答案就隐藏在这片被称为"宇宙中心"的创新基因与 产业脉络之中。 作为全国首个提出打造"低空经济先导区"的城区，龙华正以"政策引领+技术创新+场景落地"的三维联 动，构建起低空经济发展的样板。 从顶层设计到精准落子 445家企业构筑全链条竞争力 近年来，低空经济在全球范围内呈现爆发式崛起态势。当下，全国各地掀起了"低空竞赛"热潮，而深圳 一直处于领先地位。深圳依靠的是对产业潜力的敏锐捕捉和快速有效的政策扶持，龙华区也成功以"政 策先行半步"，在低空经济这场未来竞赛中，把制度创新转化为看得见的 ...

记者从10月14日的武汉市空天地一体化项目现场推介会上了解到，截至今年9月，武汉已汇聚170余家低 空经济代表性企业，获批33条低空商业试点航线。当地计划布设1000套无人机自动机库，配备3000余套 挂载设备，供无人机起降、充电，并提供通信、气象、导航等配套支持。预计今年底，可建成400套无 人机机库，实现重点商圈、交通主干道、交通枢纽和景区全覆盖。 无人机早已不再是简单的"会飞的相机"。今年以来，这些"空中交警"已发现处置隐患48处，优先处理事 故120余起，通过高空视角预警分流密集车流。辖区快速路拥堵同比下降11.5%，通行效率平均提升 7%。 在传统的物流速递场景，实现了24小时待命的低空紧急药品递送项目，即使在雨天，无人机也能8分钟 精准送达，时效比传统陆运提升50%。 目前，武汉东湖高新区低空共享无人机应用示范区规划航线1600余条，累计飞行5.3万架次，总里程26.5 万公里，城市管理事件处置效率提升30%，成为全国首个"空天地一体化智慧城市"样板工程。 根据武汉市低空起降设施布局规划，预计到2030年，将看到全新的低空经济生态和应用场景，包括：无 人机物流、eVTOL空中出租、低空旅游、城市消 ...

Group 1 - The establishment of the "Shenzhen Metamaterials Industry Alliance - Drone Swarm Innovation Subcommittee" marks a significant application of metamaterials in the drone swarm sector, aiming to address industry pain points through technological collaboration [1] - The Shenzhen Metamaterials Industry Alliance, founded in 2012, focuses on the research and development of metamaterials, standard formulation, and ecosystem construction to enhance China's competitiveness in the global metamaterials industry [1] - The new subcommittee targets the low-altitude economy, which is a core area for drone swarms, and aims to innovate applications of metamaterials in this field while establishing industry standards for high-quality development [1] Group 2 - In Q3, the company has initiated a comprehensive digital platform for drone manufacturing, focusing on a supply chain collaboration platform to create an end-to-end management system tailored for drone production [2] - The low-altitude economy is experiencing explosive growth at an annual double-digit rate, becoming a new focal point for global technology and industry competition [2] - The transition from single drones to drone swarm technology is essential to meet complex operational demands, leveraging multi-drone autonomous decision-making and collaborative operations [2] Group 3 - The concept of drone swarms represents a networked form of collective intelligence, which is expected to reshape the underlying logic of the low-altitude economy [3] - The purpose of the new subcommittee is to cultivate an industry ecosystem that deeply integrates metamaterials technology, digital manufacturing, and operational scenarios [3] - This collaborative model aims to consolidate industry resources and bind the upstream and downstream of the supply chain, creating a powerful force to promote the high-quality development of the low-altitude economy in China [3]

Core Insights - The establishment of the "Shenzhen Metamaterials Industry Alliance - Drone Swarm Innovation Subcommittee" marks a significant application of metamaterials technology in the drone swarm sector, aiming to address industry pain points and promote high-quality development in the low-altitude economy [1][2] Group 1: Industry Developments - The Shenzhen Metamaterials Industry Alliance, founded in 2012, focuses on the research and development of metamaterials technology, standard formulation, and ecosystem construction to enhance China's competitiveness in the global metamaterials industry [1] - The drone swarm technology is transitioning from "technology validation" to "scale application," leveraging multi-drone autonomous decision-making and collaborative operations to overcome the limitations of individual drones [2][3] Group 2: Company Initiatives - The company has initiated a comprehensive digital platform for drone manufacturing, creating an end-to-end management system that integrates supply chain, production, and management processes, ensuring standardized and traceable digital support across the industry chain [2] - The formation of the innovation subcommittee aims to cultivate an industry ecosystem that deeply integrates metamaterials technology, digital manufacturing, and operational scenarios, fostering collaboration among industry resources and enhancing the overall strength of the low-altitude economy [3]

本报讯近日，我国无人机产业迎来重大进展——光启技术股份有限公司（以下简称"光启技术"）携手深 圳市创益通技术股份有限公司（以下简称"创益通"）、科比特创新科技股份有限公司（以下简称"科比 特"）、乐山天穹动力科技有限公司（以下简称"天穹动力"）等无人机行业头部企业，以及中国电子科 技集团十所、九洲电气集团等上下游单位，正式成立"深圳超材料产业联盟—无人机蜂群创新分会"，不 仅标志着超材料七大能力平台赋能无人机蜂群的重大应用场景落地，更拉开了"技术-制造-运营"全链路 协同、推动低空经济由单体智能向群体智能跃升的序幕。 今年8月，由光启技术推动并主导，联合创益通、科比特完成对天穹动力的增资事宜，这一动作标志着 四方合作正式落地—通过精准的角色分工与深度协同，构建起"技术赋能-部件供应-整机制造-场景运 营"的完整产业链闭环。 光启技术董事长刘若鹏博士认为，今年三季度，光启技术已全面启动对无人机整机制造的全维度数字化 平台赋能：以"人、机、料、法、环、测"为核心，结合供应链协同平台，逐步构建起符合无人机生产特 性的端到端管控体系——向前延伸至供应链上游的供应商资质审核、零部件质量溯源，向后覆盖生产环 节的合规监管 ...

2025年10月13日晚，在广东省深圳市龙岗区宝龙街道的上空，科比特创新科技股份有限公司（下称"科比特"）组织了一场由2000架无人机进行的蜂群表演， 引来了众多市民的观赏。 当天，由深圳超材料产业联盟、光启技术（002625.SZ）主办的低空经济论坛正在此地召开，并宣告深圳超材料产业联盟——无人机蜂群创新分会正式成 立。该分会是一个由产业链关键企业及科研机构组成的协作平台，旨在推动超材料技术在无人机蜂群等低空经济领域的创新应用和标准制定，促进产业生态 构建和高质量发展。 据经济观察报记者现场了解，该分会成员包括了科比特、光启技术、创益通（300991.SZ）、乐山天穹动力科技有限公司（下称"天穹动力"）等众多业内知 名企业。 那么，蜂群无人机和传统无人机有哪些区别？它的发展前景有多大？在这个过程中，超材料又将扮演什么样的角色呢？ 爆发式增长 "全球无人机市场正进入爆发式增长的拐点。"科比特董事长卢致辉在上述论坛上表示，全球无人机市场规模从2020年的428.30亿美元增长至2024年的889亿 美元，翻了一番；在此期间，中国无人机注册总量从37.80万架增长至2024年的217.70万架，其增长势头更是迅猛 ...

Group 1 - The issuance of 1.3 trillion yuan of ultra-long-term special government bonds has been completed, providing a strong financial foundation for counter-cyclical adjustment policies in China [2] - The funds from these bonds are allocated to support "two new" policies and "two heavy" project constructions, with 8 billion yuan aimed at supporting project investments and 5 billion yuan for consumption subsidies [2] - The implementation of these policies has led to an uneven economic recovery, necessitating the introduction of more inclusive policies to support various industries [3] Group 2 - The newly revised Anti-Unfair Competition Law has come into effect, specifically targeting unfair competition in the platform economy and enhancing regulations on data and algorithm usage [4] - The law prohibits behaviors such as forced redirection and malicious uninstallation that disrupt competitors' services, as well as the misuse of data and platform rules to undermine competition [4][5] - This law aims to create a fair market environment, encouraging businesses to focus on improving product and service quality rather than engaging in chaotic competition [5] Group 3 - DJI has filed an appeal against the U.S. Department of Defense's decision to classify it as a "Chinese military enterprise," which has restricted its business operations in the U.S. [6][7] - The classification lacks substantial evidence, raising questions about the criteria used by the Department of Defense [6] - The ongoing legal battle may hinder DJI's ability to operate in the U.S. market, reflecting broader challenges faced by Chinese companies abroad [7] Group 4 - The National Civil Service Examination has relaxed age restrictions for applicants, now allowing candidates up to 38 years old, and up to 43 for master's and doctoral graduates [8][9] - This change is seen as a response to the growing calls against age discrimination in the job market, promoting a more inclusive employment environment [9] Group 5 - Samsung Electronics reported a significant increase in operating profit for Q3, reaching 12.1 trillion won (approximately 8.5 billion USD), driven by a recovery in the chip business [12] - The company's sales also grew by 8.7% year-on-year, marking a notable rebound in performance [12] - The demand for DRAM chips has surged, with prices increasing by 171.8% compared to the previous year, contributing to Samsung's strong financial results [12] Group 6 - Silver prices reached a historic high of $53.639 per ounce, driven by various market factors, including increased demand for safe-haven assets amid global uncertainties [14] - The sharp rise in silver prices has been attributed to a "short squeeze" phenomenon, where speculators pushed prices up due to a lack of available physical silver for delivery [15] - The overall market dynamics indicate a volatile environment, influenced by both speculative trading and fundamental supply-demand factors [15] Group 7 - The stock market experienced fluctuations, with the Shanghai Composite Index falling by 0.62% amid a mixed performance across sectors [16] - The market's volatility reflects the ongoing impact of external factors, including U.S.-China trade tensions, which complicate the investment landscape [17] - The rotation of market hotspots has become more pronounced, with new trends emerging at a pace that struggles to keep up with the decline of older ones [17]

Core Insights - The establishment of the "Shenzhen Metamaterials Industry Alliance - Drone Swarm Innovation Subcommittee" marks a significant advancement in China's drone industry, aiming to leverage metamaterials technology to enhance drone swarm applications and promote the low-altitude economy from individual intelligence to collective intelligence [1][2][13] Group 1: Alliance Formation and Objectives - The Shenzhen Metamaterials Industry Alliance, founded in 2012, focuses on the research and development of metamaterials technology, aiming to enhance China's competitiveness in the global metamaterials industry [2] - The newly formed subcommittee aims to address industry pain points by promoting the application of metamaterials technology in drone swarms, establishing industry standards, and building a high-quality development ecosystem [2][4] Group 2: Collaborative Framework - The collaboration involves key players in the aviation industry, including Guangqi Technology, Chuangyitong, Kobot, and Tianqiong Power, to create a complete industrial chain loop from technology empowerment to component supply, whole machine manufacturing, and scene operation [4][6] - Guangqi Technology leads the initiative by providing foundational technological support and digital management tools to ensure end-to-end control of the production process [4][6] Group 3: Market Response and Future Prospects - Tianqiong Power has benefited from this collaborative framework, improving production efficiency and reducing costs, with plans to start mass production next year [7] - The drone swarm technology is transitioning from validation to large-scale application, addressing the limitations of single drones and enhancing operational efficiency through collective decision-making [10][12] - The establishment of the subcommittee is expected to drive the development of a robust ecosystem that integrates metamaterials technology, digital manufacturing, and operational scenarios, potentially leading to a trillion-dollar low-altitude intelligent economy [13]

截至今年9月，武汉已汇聚170余家低空经济代表性企业，获批33条低空商业试点航线， 预计全年产业规模同比增长20％以上。项目未来将通过"三网"建设，实现5分钟现场抵达、 15分钟极速响应，推动治理成本降低20％、效率提升25％。 武汉空天地一体化项目的推进，正为城市治理和产业发展注入新动能，助力武汉打 造"中国低空经济之都"。 编辑：陈辰 同时，位于航发智慧城的空天地一体化运营管理中心正在筹建中，设有66个飞行席位， 预计年底投入使用，以实现"统揽一网、统管一体、联动一体"的目标。 项目规划了十大类42个政务场景和5大类11个商业场景。政务应用涵盖公共安全、城市 管理、消防应急等领域，可进行治安巡查、违章识别、火情预警等任务。商业应用聚焦物流 配送和文旅服务，提供快速物流、景区航拍等功能。 目前，项目已取得多项成果：在治安巡逻中协助发现异常事件8起；在交通管理中处置 拥堵63起、事故5起；在生态环保方面发现污染点80处。此外，还完成了武汉马拉松、渡江 节等10余次重大活动保障。 10月14日，武汉市空天地一体化项目现场推介会披露，武汉计划布设1000套无人机自动 机库，今年将完成一期400套建设，实现三环内全 ...