《方案》提出八项重点任务，聚焦巩固提升工业民间投资、扩大特色优势产业民间投资、稳定房地产开 发领域民间投资等方面。贵州计划围绕做优做强数智产业、新型综合能源、新能源新材料、优势矿产资 源精深加工、酱香白酒、先进装备制造"六大产业集群"，纺织服装、生态食品、健康医药"三大特色产 业"和各地主导产业，实施强化比较优势战略，遴选认定一批先进制造业集群并向社会公示。官方将支 持民营企业通过增资扩股、股权转让、合资共设等方式，参与国有重大制造业项目建设。 《方案》明确，要推动民营企业参与"数智贵州"建设。贵州将实施"人工智能＋"行动，推动酱香白酒、 化工、能源等行业领域大模型应用；支持民营龙头企业、链主企业、服务商建设综合性数字赋能平台， 推动跨领域数据融通共用，加快民营企业数字化转型；依托全国一体化算力网络国家(贵州)枢纽节点， 探索算电协同发展机制，鼓励具备条件的民营企业投资建设算力基础设施，加快算力资源规模化、绿色 化发展。 官方提出，贵州将坚持用市场办法、改革举措，持续优化民间投资发展环境，进一步扩大市场准入、打 通投资堵点、破除隐性壁垒，强化项目建设、要素保障和政策支持，推动民间投资提质增效。计划到 2027 ...

Core Insights - The fourth Global Digital Trade Expo highlighted the significance of low-altitude economy as a new productive force, with China having 1,400 enterprises in low-altitude equipment and nearly 30 types of ton-class drones and 70 types of eVTOLs under research, although the number of general aviation aircraft is only 2% of that in the United States [1] - The release of the "Hangzhou Low-altitude Flight Common Agreement (Trial)" aims to provide important guidelines for safe and orderly low-altitude flight, filling a regulatory gap in the low-altitude economy [1] Group 1 - Hangzhou has become a focal point in low-altitude economy exploration, with over 400 related enterprises and a complete industrial chain covering R&D, manufacturing, and operation services, projecting an industry output value of 32.9 billion yuan in 2024, a year-on-year increase of 26.54% [2] - The city anticipates over 1 million low-altitude flights in the first half of 2025, with innovative applications in "low-altitude + high-speed rail," "low-altitude + medical," and "low-altitude + delivery" continuing to emerge [2] - A collaborative network for low-altitude scene innovation was initiated, involving representatives from 10 cities including Hangzhou, Ningbo, Shaoxing, and Wenzhou, aiming to build a cooperative development pattern that covers Zhejiang and connects nationally and globally [2] Group 2 - The "2025 Smart Low-altitude Economy Development Trend Outlook Report" indicates that low-altitude economy development is at a critical stage in China's strategic layout, with regions like Guangdong-Hong Kong-Macao, Yangtze River Delta, Beijing-Tianjin-Hebei, and Chengdu-Chongqing accelerating their low-altitude economy layouts [2] - Zhejiang province possesses unique advantages in the low-altitude economy, with digital technologies like AI and cloud computing providing foundational support, and its geographical features fostering differentiated demands in island logistics, mountain inspections, urban applications, and smart tourism [3] - The concentration of express logistics companies in the province is essential for establishing a modern aviation logistics system and fostering the development of large and medium-sized drone manufacturing and value realization chains [3]

Core Insights - The low-altitude economy is gaining significant attention, with low-altitude equipment manufacturing being a key focus area [1][2][3] - The scale of the low-altitude economy in China is projected to exceed 1 trillion yuan by 2026, with low-altitude manufacturing contributing over 50% of the total output value [2][3][4] Government Initiatives - The low-altitude economy was first included in the government work report in 2024, with further emphasis on promoting its safe and healthy development in subsequent reports [2] - Legislative adjustments are underway to support low-altitude economic growth, including the revision of the Civil Aviation Law to enhance the development of the civil aviation manufacturing industry [3][4] Market Dynamics - The low-altitude equipment manufacturing sector is experiencing rapid growth, with over 200 companies in Sichuan and significant initiatives in other provinces like Jiangsu and Inner Mongolia [2][5][6] - The low-altitude economy development index ranks provinces, with Guangdong, Jiangsu, Zhejiang, Beijing, and Sichuan leading the first tier [5] Technological Challenges - Despite the favorable policies and market enthusiasm, there are significant technological gaps in low-altitude equipment manufacturing, particularly in high-performance materials and key components [8][9] - The integration of advanced technologies such as 3D printing and AI into low-altitude manufacturing presents challenges that need to be addressed for industry advancement [9][10] Future Outlook - The low-altitude equipment manufacturing sector is expected to evolve through three phases: technology validation, scale application, and ecosystem integration [10] - The industry requires a multi-faceted approach to overcome current challenges, including breakthroughs in core technologies and the establishment of a supportive regulatory framework [10]

Group 1: Economic Cooperation and Investment - Guangdong, Jiangsu, and Zhejiang are collaborating to enhance industrial chain synergy, with a focus on sectors like electronic information, new energy, and new materials [1][2] - The 2025 Pearl River Delta and Northern Guangdong Economic Cooperation Investment Conference resulted in 661 investment projects totaling 302.2 billion yuan, with 21 key projects signed on-site amounting to 40.9 billion yuan [1] - The GDP projections for 2024 are 14.16 trillion yuan for Guangdong, 13.7 trillion yuan for Jiangsu, and 9.01 trillion yuan for Zhejiang, ranking them first, second, and fourth in the country respectively [1] Group 2: Investment Trends and Challenges - The shift from labor-intensive to technology-intensive investments in Guangdong reflects the evolving landscape of regional economic cooperation [2] - Jiangsu's Hengli Group has invested in a 5 million tons/year PTA project in Huizhou, indicating the trend of high-tech enterprises establishing a presence in Guangdong [2] - The challenge for these provinces lies in maintaining leadership in emerging industries such as artificial intelligence and new energy [2] Group 3: Investment Environment and Opportunities - The investment willingness among enterprises is decreasing, but Guangdong remains attractive due to its industrial chain costs and business environment [3] - Several projects exceeding 10 billion yuan are in negotiation, with the largest potential investment reaching 70 billion yuan [3] - Recent policy changes in investment attraction emphasize a competitive business environment, which could benefit Guangdong [3] Group 4: Specific Company Developments - Shenzhen NuoShi Robotics has developed a stable production process for C5 grade planetary roller screws, aiming to reduce prices by 80% [4] - Zhongchuang Xinhang Technology Group plans to establish a significant battery production base in Jiangmen, with an investment of 135 billion yuan for the first phase and over 100 billion yuan for the second phase [5] - The Jiangmen base is expected to become the largest power and energy storage battery production facility in the province [5] Group 5: Market Potential and Future Trends - The energy storage industry is projected to supply batteries for 700,000 new energy vehicles from Zhongchuang Xinhang's first phase project [6] - The eVTOL battery market is expected to reach 28.36 billion yuan by 2031, with a compound annual growth rate of 35.3% from 2025 to 2031 [6] - Collaboration between Guangdong eVTOL manufacturers and Yangtze River Delta enterprises is underway to develop key components for the aviation sector [6]

Group 1 - The Silk Road International Expo and China East-West Cooperation and Investment Trade Fair successfully concluded in Xi'an, attracting 260 foreign guests from over 40 countries and regions [1] - The expo featured six major exhibition areas covering international and inter-provincial cooperation, modern industrial systems, and consumption promotion, with a total exhibition area of 72,000 square meters [1] - Guangdong enterprises showcased their products, receiving positive feedback, particularly in the cultural tourism consumption area where Guangdong was the only province with a dedicated exhibition booth outside of Shaanxi [1] Group 2 - The theme of this year's expo was "Silk Road Connectivity and Open Cooperation," aimed at supporting the national strategy for westward opening and promoting high-quality development of the Belt and Road Initiative [2] - A new low-altitude economy exhibition area was established, showcasing the latest achievements in low-altitude equipment manufacturing, safety control technology, application scenarios, and operational support, with 210 companies presenting over 300 product categories [1]

Core Viewpoint - The Sichuan Provincial Development and Reform Commission and the Sichuan Provincial Economic and Information Technology Department have issued policies to support the development of the low-altitude economy, focusing on various aircraft and equipment innovations [1] Group 1: Policy Support - The policies include financial support for enterprises engaged in the development of highland-type general aircraft, medium and large drones, manned eVTOLs, flying cars, and low-altitude agricultural equipment for hilly areas [1] - Financial support will cover 30% of the project investment, with a maximum limit of 20 million yuan [1]