Group 1: Innovation in Pharmaceuticals - China has made significant progress in innovative drug development, with the number of new drug approvals increasing from 4 in 2015 to 37 in 2024, and the proportion of first-in-class drugs rising from 4% to 38% [1] - Despite the advancements, challenges such as lack of original theories and technologies, intense competition, changing international environments, and payment system issues pose risks to sustainable industry growth [1][2] Group 2: Development of eVTOL Industry - The eVTOL industry in China is rapidly developing, currently leading globally, supported by the foundations laid by the aviation and new energy vehicle industries [2] - Key technological challenges include distributed propulsion aerodynamics, high-energy power sources, and safety control in complex environments, with a focus on smart technologies to enable autonomous flight [2] Group 3: Quantum Computing and Technology - The development of quantum technology is highlighted as a path for differentiation, with significant progress in solid-state quantum computing and scientific instrument research [3] - Emphasis is placed on the need for China to strengthen its independent research and development of scientific instruments to become a technological powerhouse [3] Group 4: Brain-Computer Interface Advancements - Brain-computer interfaces are categorized into brain control and brain modulation, with potential applications in aiding patients with movement disorders and treating mental health conditions [3] - Innovative non-invasive techniques are being explored to target specific brain areas for treatment, avoiding the side effects associated with traditional invasive surgeries [3] Group 5: Overall Technological Landscape - The reports from the four academicians reflect China's technological self-reliance and the competitive landscape of global technology [4] - Addressing the challenges is crucial for China to maintain a leading position in disruptive innovation and to secure control over technological advancements [4]

Group 1: Innovation in Pharmaceuticals - China has made significant progress in innovative drug development, with the number of approved new drugs increasing from 4 in 2015 to 37 in 2024, and the proportion of first-in-class drugs rising from 4% to 38% [1] - Despite the advancements, challenges such as lack of original theories and technologies, intense competition, changing international environments, and payment system issues pose risks to sustainable industry growth [1][2] Group 2: Development of eVTOL Industry - The eVTOL industry in China is rapidly developing, currently leading globally, supported by the aviation and new energy vehicle sectors [2] - Key technological challenges include distributed propulsion aerodynamics, high-energy power sources, and safety control in complex environments, with a focus on integrating artificial intelligence for autonomous flight capabilities [2] Group 3: Quantum Computing and Research - The Shenzhen International Quantum Research Institute is pursuing a differentiated competition strategy by expanding into solid-state quantum computing and scientific instrument development, achieving notable progress in a short time [3] - Emphasis on the need for China to strengthen its independent research and development of scientific instruments to become a technological powerhouse [3] Group 4: Brain-Computer Interface Technology - Brain-computer interfaces are categorized into brain control and brain modulation, with applications in aiding patients with movement disorders and treating mental health conditions [3] - The development of non-invasive techniques for brain modulation is highlighted as a crucial future direction, with innovative methods proposed for targeted brain area stimulation [3] Group 5: Overall Technological Landscape - The reports from the four academicians reflect China's technological self-reliance and the realities of global technological competition, emphasizing the need to confront challenges to maintain leadership in disruptive innovation [4]

Core Insights - The first Aggregated Intelligent Industry Development Conference (2025) was held in Wuhan, focusing on the theme of "Collaborative Integration of Innovation Chains and Industry Chains to Promote the Development of Aggregated Intelligent Industries" [1] - The conference highlighted the potential of smart vehicles, smart robots, and low-altitude flying vehicles as key components of the aggregated intelligent industry, with a projected global market size of nearly $240 billion by 2030, and China's market expected to exceed $120 billion [1] Group 1: Industry Development and Trends - Zhang Yongwei, Chairman of the Car Hundred Association, emphasized the interconnectedness of smart vehicles, robots, and low-altitude flying vehicles, suggesting they could become new engines for China's industrial exports [1] - The conference featured a forum on the aggregated intelligent industry chain, discussing the need for efficient collaboration and addressing technological bottlenecks in the development of smart robots, low-altitude flying vehicles, and smart vehicles [3] - The low-altitude economy is projected to reach a market size of trillions by 2030, with the need for widespread adoption of personal flying vehicles to achieve market breakthroughs [10] Group 2: Technological Innovations and Applications - Experts discussed the importance of integrating AI capabilities in smart vehicles and robots, highlighting the need for advancements in both physical and cognitive functionalities [5][11] - The development of low-altitude transportation is seen as a crucial solution to urban traffic challenges, with electric flying vehicles expected to significantly reduce manufacturing costs and improve efficiency [4] - The conference underscored the necessity of cross-disciplinary collaboration and the establishment of innovation platforms to drive the aggregated intelligent industry's growth [1][9] Group 3: Policy and Market Dynamics - The former deputy director of the National Postal Bureau proposed six directions for promoting the aggregated intelligent industry, including focusing on practical applications and overcoming key challenges such as cost and safety [10] - The integration of the automotive and aviation industries is expected to facilitate rapid cost reduction and efficiency improvements in low-altitude flying vehicles [11] - The conference also highlighted the importance of developing standards and regulations to keep pace with technological advancements in the aggregated intelligent sector [10][12]

Core Insights - The integration of smart vehicles, humanoid robots, and low-altitude aircraft is expected to become a new engine for China's economic growth, with a projected global market size of nearly $240 billion by 2030, and China's market exceeding $120 billion [1] Industry Trends - The fusion of industries is accelerating, with major Chinese automotive companies like XPeng, Chery, GAC Group, Geely, FAW Group, and Changan entering the low-altitude aircraft and humanoid robot sectors [2] - XPeng's humanoid robot IRON showcased its coffee-making skills at the Munich Auto Show, while Chery's humanoid robot Mornine is being used as a sales assistant in dealerships [2] - Geely's subsidiary WoFei ChangKong is nearing certification for its eVTOL model AE200-100, expected to achieve airworthiness certification by 2026 [2] Technological Integration - The convergence of technologies such as new energy and artificial intelligence is breaking down the boundaries between different industries [3] - The essence of this integration lies in three aspects: shared technology origins, interconnected supply chains, and application fusion [5] - The overlap in supply chains between smart vehicles and humanoid robots is estimated at 60%-70%, with common components in perception, computation, algorithms, batteries, communication, and materials [5] Future Outlook - The humanoid robot and low-altitude aircraft markets are in their early stages but are expected to grow rapidly, potentially becoming significant economic drivers for export and growth [7] - The current state of the general robotics market is likened to the early days of smart driving technology, indicating a period of rapid development and innovation [7] - Cost reduction is crucial for the growth of these industries, with current humanoid robot prices ranging from $30,000 to $100,000, and low-altitude aircraft priced around $2 million [7] - The goal is to leverage the automotive supply chain to create manufacturing advantages for these three sectors, aiming for a significant reduction in costs within five years [7]

"如果新能源汽车成本可以控制在10万元，飞行汽车没有理由卖到1000万元。"9月17日，在武汉举行的 首届聚合智能产业发展大会上，清华大学车辆学院教授、欧洲科学院院士曲小波指出，通过聚合汽车产 业的电机、电池、智能座舱等供应链资源，飞行汽车成本有望降至20万元级，售价可对标地面交通工 具。 当前，智能汽车、智能机器人、低空飞行器三大产业加速融合。多位业界专家、企业代表向证券时报记 者表示，技术、产业链以及应用场景上的深度耦合，使得三大智能产业具备聚合发展的基础，这种跨领 域协同将有效降低研发成本，推动技术更快落地。 三大产业具备深度耦合性 车百会理事长张永伟在会上发布全球首份聚合智能产业报告，该报告认为，智能汽车、智能机器人、低 空飞行器具备技术同源、要素相通、应用场景关联等耦合性。 "三者均以人工智能为底层技术支撑，可被视为AI技术在不同终端产品上的差异化应用。"张永伟接受证 券时报记者采访时表示，三大智能产业在移动控制、人机交互、能源动力、轻质材料等关键领域底层技 术相通。比如移动控制上，三者均为多模态大模型与具身智能赋能的物理系统，自动驾驶算法与硬件可 降维或升维应用于机器人和低空出行；能源动力上，电池 ...

Group 1 - The first Aggregated Intelligent Industry Development Conference (2025) was held in Wuhan, focusing on the theme of "Collaborative Integration of Innovation Chains and Industry Chains to Promote the Development of Aggregated Intelligent Industries" [2] - Wuhan's East Lake High-tech Zone is positioned as a core area for national technological innovation, with a strong foundation and complete ecosystem for developing aggregated intelligent industries [2] - The market for aggregated intelligent sectors, including smart vehicles, smart robots, and low-altitude flying vehicles, is projected to reach nearly $240 billion globally by 2030, with China's market expected to exceed $120 billion [2] Group 2 - A seminar on key issues in the development of the aggregated intelligent industry was held, focusing on five core topics, including the deep integration of smart robots, low-altitude flying, and automotive industry chains [3] - Participants emphasized the need to break away from single-industry thinking and adopt a "aggregation" approach to promote collaboration and high-quality development of the industry [3] - The establishment of a ground-air integrated regulatory platform is necessary for the collaborative application of smart robots, low-altitude flying, and autonomous vehicles [3]

Core Insights - The first "Low-altitude Aircraft - Intelligent Connected Vehicles - Humanoid Robots" Collaborative Innovation Development Conference was held in Beijing, focusing on the theme "Intelligent Connection of Air, Land, and Space, Building a New Ecosystem" [2] - The conference aimed to explore and collectively propose development paths for China's new productivity in these three emerging industries [2] Policy Outlook and Industry Development - The three industries of low-altitude aircraft, intelligent connected vehicles, and humanoid robots are at different development stages but are crucial for national strategic emerging industries [3] - Policies need to be forward-looking, establishing a regulatory framework based on safety supervision and proactively planning infrastructure for low-altitude intelligent networks [3] - The low-altitude economy is recognized as a strategic emerging industry, with significant potential in logistics, emergency rescue, and urban air traffic [3] - By 2025, the low-altitude economy is expected to enter a new phase, transitioning from scenario-based applications to systematic construction and overall iteration [3] Humanoid Robot Market Potential - The focus of humanoid robot policies has shifted from technological breakthroughs to industrialization, with significant growth potential in the market [4] - The humanoid robot market in China is projected to reach approximately 2.76 billion yuan by 2024, with expectations for accelerated development and deeper integration into the economy by 2027 [4] Technological and Supply Chain Synergy - Despite varying development paces, there is a notable synergy among low-altitude aircraft, intelligent connected vehicles, and humanoid robots in terms of technology, supply chain resources, and application scenarios [5] - The technological maturity of intelligent connected vehicles provides a foundation for the application of low-altitude aircraft and humanoid robots, with significant overlap in supply chain components [6] Market Demand and Application Scenarios - Market demand is a core driver for the development of these three sectors, with applications in various fields such as logistics, agriculture, and manufacturing [8] - The focus on developing usable and applicable scenarios is essential for driving technological innovation and achieving commercial viability [8] Collaborative Ecosystem Development - Industry players recognize that isolated development is not viable, and collaborative innovation is key to overcoming challenges [9] - The integration of digital twin simulations can provide a unified research and testing platform for the three industries, enhancing efficiency and reducing costs [9][10] - High-precision positioning and digital mapping are critical common technological supports for these sectors [10] Mechanism for Collaborative Innovation - A collaborative mechanism involving government, industry, academia, research, finance, and service sectors is essential for driving innovation [11] - The conference concluded with the launch of significant initiatives aimed at overcoming common technological bottlenecks and enhancing safety standards [12]

Group 1: Employment Trends - In the first half of the year, 6.95 million new urban jobs were created, achieving 58% of the annual target, indicating overall stability in the employment situation [1] - The demand for talent in emerging industries and modern service sectors is increasing, reflecting a significant impact of industrial development on employment [1][3] - The shift from "demographic dividend" to "talent dividend" is evident, with a growing demand for high-tech and high-value-added positions [3] Group 2: Emerging Industries - The demand for composite talents in fields such as humanoid robotics and low-altitude economy is surging, with job postings in humanoid robots, new materials, and smart hardware increasing by 398.1%, 72.1%, and 50.3% year-on-year, respectively [2] - Companies like EX Robotics and WoFei ChangKong are actively seeking talent in mechanical automation, artificial intelligence, and supply chain management [2] Group 3: Service Sector Opportunities - The pet medicine sector is experiencing a talent shortage, with companies like Jiangxi Ruide Pharmaceutical Co., Ltd. needing professionals in product development and analysis, constituting about 30% of their workforce [4] - The modern service industry is witnessing rapid growth in job demand, particularly in pet services, automotive aftermarket, elderly care, and online life services, with pet services leading at a 72.2% increase in job postings [4] Group 4: Policy Support - The government is implementing policies to support employment growth along the industrial chain, including a series of incentives and skills training programs [5][6] - The Ministry of Human Resources and Social Security has introduced measures that have effectively reduced labor costs for enterprises by over 90 billion yuan through unemployment insurance rate reductions and other subsidies [6] - Continuous support for vocational skills training in key sectors is planned, with a target of subsidizing over 10 million training sessions annually for the next three years [6]

Core Viewpoint - The Shenzhen Low Altitude Infrastructure High-Quality Construction Plan (2024-2026) aims to establish 10 low-altitude economic industrial parks and 2 specialized industrial parks by the end of 2026, covering various sectors such as technology research and development, manufacturing, and marketing display [1] Group 1 - By 2026, the plan will enhance collaboration among enterprises in the low-altitude economy chain and significantly improve cross-industry synergy [1] - Key core technologies such as flight control algorithms, high energy density batteries, low-power main control chips, high-performance lightweight materials, and complex environmental perception have achieved major breakthroughs [1] - The plan emphasizes the self-control of core technologies and key component supply in the low-altitude aircraft industry chain [1]

Industry Overview - The 2025 International Low Altitude Economy Expo was held from July 23 to 26 at the Shanghai National Exhibition and Convention Center, featuring an exhibition area of 60,000 square meters and over 300 exhibitors, focusing on low-altitude infrastructure, manufacturing, and related services [2] - The market shows high expectations for the practical application of low-altitude flying vehicles, with attendees particularly interested in the commercialization timeline and airworthiness certification status [2] Company Highlights - Nanjing Tianlu Flying Car Technology Co., Ltd. showcased its "Tianlu Flying Car," which attracted significant attention, with 500 product brochures distributed on the first day [2] - The company plans to release a new product in October 2025, following the first generation's design completion in 2021 and its debut in April 2023 [2] Infrastructure Development - The R&D center of Nanjing Tianlu is located in Jinshan, Shanghai, which has favorable test flight conditions, including a large cross-provincial low-altitude airspace of 1,370 square kilometers [3] - The Jinshan UAV base has established a commercial logistics system for drones and has supported approximately 230,000 flights with over 2,200 days of safe operation [3] - Jinshan District announced plans to further develop the "Shanghai Low Altitude Economy Characteristic Park" to attract eVTOL, industrial-grade drones, and new energy aviation aircraft [3] Market Potential - The eVTOL "Skylar (VE25-100)" from Volant Aviation received a record order of 500 units worth $1.75 billion from Thailand's Pan-Pacific Company, marking the highest public procurement order in China's eVTOL sector [3] - Sichuan's Wofei Chang Kong showcased its AE200 eVTOL prototype and a smart cockpit, targeting consumer markets for commuting and emergency rescue [4] - The AE200 can complete a typical commute in the Yangtze River Delta in about 25 minutes, with a capacity of five passengers, and significantly reduces emergency transport times [5] - The low-altitude economy market in China is projected to reach 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035 [5]