数据显示，2024年该区域已累计完成低空物流配送2.3万架次，飞行总里程达12.3万公里，低空物流已成 为保障长江航运民生需求的重要方式。作为南京区域性航运物流中心建设航运相关任务的主管单位，南 京海事局通过实地调研、专家论证、征求意见等多环节，结合《中华人民共和国内河交通安全管理条 例》《无人机飞行管理暂行条例》等法规要求，最终编制完成《长江南京段低空物流配送作业通航安全 工作指引（试行）》，填补了国内水上低空物流安全管理空白。该指引共包括6章36条，从"资质要求、 配送作业管理、船舶配合要求、应急管理"等维度，构建全链条、全要素的安全管理体系。 （原标题：全国首部水上低空物流"交规"发布） 据"南京海事局"消息，日前，全国首部水上低空物流领域的通航安全规范性文件——《长江南京段低空 物流配送作业通航安全工作指引（试行）》正式发布并实施。 ...

汇嘉时代创始人潘锦海在公司25周年庆活动上宣布，首批8家学习胖东来自主调改店将在9月底前分批完 成焕新升级，范围覆盖乌鲁木齐、昌吉、库尔勒、克拉玛依、哈密等地。2025年底，自主调改的第二批 次8家门店也将完成升级，实现美好绽放。 伴随着超市门店调改升级，公司进一步深化数智化建设。2025年上半年，公司通过引入飞书智能协同平 台，打造数智化数据中台，实现了跨部门流程协同，推动商品、用户、门店、供应链、财务以及管理等 各个维度的数智化升级。与此同时，公司将开始发力全域电商布局，依托线下门店，打造基于"仓店合 一"的即时送、全国送和跨境送的线上体系，将新疆特色商品、汇嘉优选商品和中国优质商品销售至全 疆、全国以及周边邻国。 低空经济+多元场景 打造第二曲线 9月25日，新疆商贸零售龙头汇嘉时代(603101)举行了盛大的成立25周年庆祝活动。恰逢新疆维吾尔自 治区成立70周年之际，汇嘉时代紧抓国家政策与区域经济发展红利，正通过"门店调改升级+低空经济 布局"的双线策略，抢占区域消费升级与产业创新的双重风口。 超市"学习胖东来" 自主调改激活消费潜力 今年以来，在提振消费政策的推动下，公司"学习胖东来"，聚焦超市业 ...

《长江南京段低空物流配送作业通航安全工作指引（试行）》共6章36条，从"资质要求、配送作业管 理、船舶配合要求、应急管理"等维度，构建全链条、全要素的安全管理体系。这是全国首部水上低空 物流配送作业通航安全工作指引，不仅填补了国内水上低空物流安全管理空白，为蓬勃发展的低空经济 系上了"安全带"。 （文章来源：央视新闻） 长江南京段每年约30.25万艘次船舶、4.56亿吨货物、371.02万标箱集装箱进出港。海轮、危化品船、客 汽渡船、旅游客船等船舶往来如织，加之江上跨江大桥、危化品码头、架空电缆等数量多，对低空物流 配送的安全性和可靠性带来一定影响。低空物流配送若缺乏规范引导，不仅会给水上交通安全带来风 险，也会影响行业健康发展。 今天（9月26日）上午，全国首部水上低空物流领域的通航安全规范性文件——《长江南京段低空物流 配送作业通航安全工作指引（试行）》在南京正式向社会发布。 近年来，低空物流作为新质生产力的重要应用场景，在改善通航环境、服务船员需求、提高航行效率等 方面的作用日益凸显。2024年试验飞行阶段，长江南京段低空物流配送累计完成2.3万架次配送，飞行 里程12.3万公里，为9000余艘船舶配送 ...

Core Insights - The "Jiangyida" low-altitude flight base in Nanjing has officially launched, marking the establishment of China's first integrated low-altitude service platform that combines water and land logistics [1][2] - The platform is powered by the core product of Zhongke Xingtou Smart Technology Co., Ltd., known as the Yisuan Zhiying low-altitude logistics application platform, which utilizes visual AI and intelligent control technology [1][2] Company Developments - Zhongke Xingtou's chairman and senior executives attended the launch event, showcasing the company's deep technical expertise and practical experience in the low-altitude logistics sector [1] - The company aims to enhance the technical performance of the Yisuan Zhiying platform and expand its application scenarios, contributing to a more comprehensive low-altitude economic ecosystem [3] Industry Collaborations - A cooperation agreement was signed between Nanjing Maritime Bureau, Nanjing Jiangsu District Business District Management Committee, and Changjiang Hui Group for the joint construction of the "Jiangyida" low-altitude flight base [2] - Changjiang Hui Group has also entered into strategic cooperation agreements with multiple companies, including Zhongke Xingtou, to explore the potential of low-altitude logistics applications [2] Technological Innovations - The Yisuan Zhiying platform addresses challenges in low-altitude logistics, such as safety, intelligence lag, and limited scene adaptability, by enabling dynamic tracking of vessels and automated delivery of goods [2] - The platform allows users to place orders via a WeChat mini-program, enabling drones to follow vessels and deliver goods efficiently, significantly improving supply efficiency for boatmen [2] Market Applications - The platform currently supports daily delivery services for various brands, including KFC, Mixue Ice City, Luckin Coffee, and Baixing Pharmacy, with approximately 150 delivery flights available each day [2]

Core Insights - The Chinese government has officially included "low-altitude economy" in its national strategy, aiming to develop it as a new engine for economic growth, with low-altitude logistics as a key application area [1] - The low-altitude logistics sector is experiencing explosive growth, with over 140 new low-altitude logistics routes opened in 2024, primarily focused on urban last-mile delivery [1][2] - Local governments are actively promoting low-altitude logistics development through various initiatives, including infrastructure improvements and favorable policies to attract industry players [2][3] Industry Growth and Trends - The traditional ground transportation system is nearing its capacity limits, while low-altitude resource utilization is below 10%, creating a demand for innovative logistics solutions [1] - New business models such as instant retail and fresh e-commerce are driving the need for minute-level delivery services, highlighting the tactical value of drone logistics in emergency response and remote area supply [1] - The "air corridor + ground grid" delivery model has effectively alleviated urban traffic congestion and improved last-mile delivery efficiency by over 30% [1] Government Initiatives - Guangdong Province has established a "node + route + platform" system, creating five drone logistics hubs and opening intercity transport routes in the Pearl River Delta [2] - Shenzhen has introduced the country's first "Low Altitude Economy Industry Promotion Regulations," streamlining route approval processes by reducing approval times by 70% [2] - Local governments are also collaborating with universities and research institutions to provide technical support and talent for the low-altitude logistics industry [3] Key Players and Market Dynamics - Major companies in the low-altitude logistics sector include SF Express, JD.com, and Meituan, which are expanding their operations and enhancing logistics efficiency through technological innovations [21][22] - SF Express has emerged as a leading player in the low-altitude logistics industry, having opened over 600 routes and transported more than 620 million items as of 2024 [10][11] - The company has developed a comprehensive qualification barrier covering research, airworthiness, and operations, ensuring compliance and operational efficiency [8][10] Application Areas - Low-altitude logistics is being applied in various fields, including express delivery, agricultural product transportation, and medical supply delivery, becoming an important direction for the logistics industry [14][17] - The use of drones for urgent medical supply delivery in remote areas demonstrates the potential of low-altitude logistics to enhance service efficiency and response times [18] Future Outlook - The low-altitude logistics industry is expected to continue evolving, with companies focusing on technological upgrades, such as battery life improvements and AI applications, to meet complex logistical demands [21][22] - The establishment of integrated logistics centers, such as the Fengyi Baoan Low-altitude Smart Logistics Operation Center, marks a significant step towards a coordinated logistics network combining traditional and low-altitude delivery methods [12][13]

Core Viewpoint - The development of low-altitude economy on islands is emerging as a new business model within the marine economy, driven by the need to overcome geographical isolation and enhance connectivity, thereby improving the quality of life and economic prospects for island residents [2][4]. Group 1: Low-altitude Economy and Island Development - The low-altitude economy is seen as a key force in breaking the development constraints faced by islands, which are characterized by "scattered, remote, and small" geographical features [2]. - The establishment of the Zhuhai Wanshan Marine Development Experimental Zone aims to create the first national "comprehensive application demonstration zone for low-altitude economy on islands" [2]. - Low-altitude economy is transforming the narrative of island development, moving from survival-based growth to innovative leaps [4]. Group 2: Multi-dimensional Demands of Island Development - The development challenges of islands stem from spatial isolation, which creates systemic contradictions that the low-altitude economy can address [4]. - Low-altitude economy enhances public service accessibility for island residents, improving their quality of life by reconstructing transportation and logistics networks [4][5]. - Traditional industries on islands, such as fishing and tourism, face challenges of low efficiency and high competition; low-altitude economy can enhance these sectors through innovations like drone logistics and low-altitude tourism products [4][5]. Group 3: Governance and Coordination - Islands face unique governance needs, including marine ecological protection and disaster prevention; low-altitude technology can enhance monitoring and response capabilities [5][8]. - The low-altitude economy can help mitigate issues like talent loss and industrial hollowing by creating new job opportunities in drone operation and maintenance [5]. - Coastal provinces are implementing supportive policies for low-altitude economy, with pilot projects already underway in various island counties [5]. Group 4: Practical Applications and Innovations - The integration of low-altitude economy with island characteristics has led to the development of replicable and scalable application scenarios [7]. - Emergency medical services are being enhanced through the use of drones for rapid transport of medical supplies, significantly reducing response times [7][8]. - The logistics sector is seeing rapid growth, with over 140 new low-altitude logistics routes established in 2024, although interprovincial routes remain limited [10]. Group 5: Tourism and Economic Growth - Low-altitude tourism is becoming a new highlight for island economies, with various aerial sightseeing projects being launched across the country [11]. - The market for low-altitude economy is projected to exceed 1.5 trillion yuan by 2025, indicating significant growth potential [11]. - Islands are well-positioned to develop diverse low-altitude tourism products, enhancing the overall tourism experience [11]. Group 6: Technological Advancements - Islands provide an ideal testing ground for low-altitude technology, facilitating innovations in airspace management and operational models [12]. - Low-altitude vehicles are being utilized in offshore wind farm operations and oil drilling platforms, improving safety and efficiency [12]. - The integration of traditional industries with low-altitude economy is leading to more efficient production methods, such as precision feeding in aquaculture [12]. Group 7: Future Outlook - The future of islands is expanding into a three-dimensional space, driven by technological advancements and innovative development concepts [13].

Industry Overview - The eVTOL (electric Vertical Take-Off and Landing) industry is experiencing significant growth, with the low-altitude logistics market in China expected to exceed 100 billion yuan in the next five years [4] - The successful sea transportation of goods using a 2-ton eVTOL named "Kai Rui Ou" marks a critical advancement in low-altitude logistics applications [4] Company Performance - eVTOL concept stocks have seen an average price increase of 17.69% this year, with Meili Technology leading with a 127.4% increase [5] - Notable companies such as Yongyue Technology, Shanhe Intelligent, Ruikeda, Zongheng Co., and Huayi Technology have all reported stock price increases exceeding 60% [5] - Beidouxingtong is expected to turn a profit with a projected net profit of approximately 1 to 1.5 million yuan, driven by demand in emerging sectors [6] - Ruikeda anticipates a significant profit increase, projecting a net profit of 151 to 171 million yuan, representing a year-on-year growth of 132.44% to 163.22% [6] Market Dynamics - The eVTOL industry is transitioning from technology validation to large-scale application, with small drones leading in commercial deployment [4] - Companies like Guanglian Aviation are establishing partnerships within the low-altitude economic industry chain to support drone development and production [5]

Core Insights - The successful flight of the "Kai Rui Ou," a 2-ton electric vertical takeoff and landing aircraft (eVTOL), marks a significant advancement in low-altitude logistics in China, particularly for offshore oil platform supply [1] - The low-altitude logistics market in China is projected to exceed 100 billion yuan in the next five years, driven by the commercialization of small and medium-sized drones [1][3] Application Scenarios - The "Kai Rui Ou" completed a 58-minute flight from Shenzhen to an offshore oil platform 150 kilometers away, demonstrating a new model for emergency material transport that significantly reduces the time compared to traditional ship transport [1] - A new long-distance drone logistics route in the Greater Bay Area successfully connected Zhuhai, Zhongshan, and Guangzhou, reducing transport time by approximately 60% compared to traditional land transport [2] Commercial Development Path - Small drones have proven their feasibility in last-mile delivery, especially in rural and mountainous areas, while large drones are overcoming challenges related to battery life and regulatory approvals [3] - The short-term focus will be on high-frequency short-distance deliveries, with a long-term goal of extending to mid-range transport over 300 kilometers [3] Industry Opportunities - The low-altitude logistics industry includes component manufacturers, complete machine manufacturers, supporting service providers, and operational service platforms, with many companies transitioning from technology validation to commercial scale [3] - Companies like Granconxi and Zhejiang Wanfeng Aowei are actively developing products for the low-altitude economy, with significant market demand and plans for future applications [3] - Sichuan Jiuzhou Electric's mixed logistics operation system has successfully implemented a low-altitude logistics model, showing potential for nationwide scalability [3] Market Development Window - The low-altitude logistics market is currently in a development window, with companies encouraged to expedite airworthiness certification and explore collaborative business models to capitalize on industry growth [4]

Core Insights - Shenzhen is leading the development of the low-altitude economy in China, integrating traditional logistics with low-altitude logistics to provide comprehensive services for smart city operations [1][2] - The city has made significant progress in low-altitude infrastructure construction, with various districts launching differentiated projects to support the low-altitude economy [1][2] - The development of low-altitude economy faces challenges such as airspace resource allocation and sustainable business models [1][2] Infrastructure Development - Shenzhen has fully initiated low-altitude infrastructure construction, with Nanshan District being the first to advance related projects [1] - Other districts like Longhua and Longgang are also starting their own projects, focusing on unique local characteristics [1][2] Policy and Regulation - The government needs to play a guiding role in infrastructure investment, as low-altitude flight heavily relies on systematic construction of takeoff and landing facilities [2] - Strengthening the central-local coordination mechanism is essential to overcome management barriers in cross-border logistics and transportation [2] Communication Networks - The debate between using dedicated networks versus public networks for low-altitude communication is ongoing, with dedicated networks showing significant cost advantages [3] - A dedicated network can cover a radius of 10 kilometers with only a few hundred base stations, compared to thousands needed for a public network [3] Market Expectations - The low-altitude economy is recognized as a national strategic emerging industry, requiring patient capital for cultivation [5] - The market's early optimism has been tempered, with a shift towards rational development and a focus on safety as a primary concern [5] Investment Focus - Investment should prioritize electric vertical takeoff and landing (eVTOL) technology, while addressing technical bottlenecks such as battery energy density and lightweight materials [6] - Infrastructure investment should concentrate on five key areas: perception, communication, navigation, monitoring, and meteorology [6] Commercial Viability - Open airspace is a core prerequisite for establishing a sustainable commercial ecosystem in low-altitude logistics [7] - The successful implementation of drone delivery services by companies like SF Express demonstrates the potential for cost-effective long-distance delivery [7]

Group 1 - The core concept of low-altitude cargo transportation involves using drones and eVTOLs to perform delivery tasks below 1000 meters, enabling direct connections from storage centers to delivery endpoints, thus extending delivery services from the "last mile" to the "last meter" [1] - Currently, low-altitude cargo transportation in China is in a small-scale exploratory phase, primarily focused on remote areas and regions where traditional logistics are difficult to cover, addressing challenges of high costs and coverage limitations [1] - The development phase features parallel advancements in technology validation and policy trials, with local governments actively establishing foundational airspace management and safety standards, although commercial maturity remains low [1] Group 2 - As technology matures and the policy environment improves, low-altitude logistics is expected to expand significantly into urban peripheries and sub-central areas, transitioning to a normalized operational model [2] - Anhui Province, as a pilot for low-altitude airspace management reform, has established a complete industrial chain from research and manufacturing to operational services, with hundreds of low-altitude enterprises gathered [2] - The launch of drone logistics delivery routes in Hefei in 2024 marks a shift from experimental to practical phases, showcasing the potential of low-altitude logistics through successful operations in areas like Huangshan and Anqing [2] Group 3 - Despite rapid development, low-altitude logistics faces challenges such as insufficient endurance, weak communication security, and safety risks under adverse weather conditions, necessitating systematic solutions [3] - The increasing number of low-altitude flying vehicles presents new challenges for airspace management, requiring efficient utilization while ensuring safety [3] - Promoting healthy development in low-altitude logistics requires coordinated efforts from government, enterprises, and society, including establishing a comprehensive regulatory framework and improving infrastructure [3]