记者从北京市密云区获悉，密云区坚持生态优先、绿色发展，通过丰富场景应用，大力推动"无人+"技 术赋能高质量发展，"无人+"已成为融入生态保护、产业发展、民生服务的生动实践。此次大会将助力 密云数字经济与实体经济深度融合发展。 本次大会由中国科协创新融合学会联合体、北京国彩科技集团有限公司主办，中国兵工学会、国彩智能 新技术产业研究院(北京)有限公司等单位联合承办。 12月20日，首届"无人+"智能装备技术创新与产业发展大会在北京密云召开。大会以"智启无人.慧聚共 生"为主题，来自全国200余家科研院所、领军企业的院士专家与产业精英齐聚，聚智抢占"无人+"发展 新高地，为密云区高质量发展注入强劲动能。 本次大会通过跨领域协同创新，加速新质生产力转化，为密云产业升级提供了重要机遇。大会突出亮点 在于三域融合——首次将空天、地面、水中三大无人装备领域整合于同一平台，打破以往单一领域发展 局限，填补了国内无人装备跨场景、跨技术、跨行业协同创新的空白。 据悉，大会采用"主会场+平行分会场"的架构，设置空天"无人+AI"、地面"无人+AI"、水中"无人+AI"、 智能导航+AI及聚焦资源对接的产业交流五大专题分会场。大会 ...

本次大会的突出亮点在于三域融合——首次将空天、地面、水中三大无人装备领域整合于同一平台，打 破以往单一领域发展局限，填补了国内无人装备跨场景、跨技术、跨行业协同创新的空白。与会专家一 致认为，这种跨界融合模式将为破解行业核心技术瓶颈提供新思路，引领无人装备产业向高端化、智能 化、网络化全面升级，而大会落地密云，正是为区域产业高质量发展引入了前沿技术与创新理念。 作为大会举办地，密云区以优质高效的服务保障，全面展现了推动科技创新与产业融合的决心与实力。 密云区相关负责人表示，此次大会是贯彻落实党的二十届四中全会关于"深入推进数字中国建设，全面 实施'人工智能+'行动"的重要举措，将助力数字经济与实体经济深度融合发展。密云区作为首都最重要 水源保护地及区域生态治理协作区、国家生态文明先行示范区、特色文化旅游休闲及创新发展示范区， 坚持生态优先、绿色发展，通过丰富场景应用，大力推动"无人+"技术赋能高质量发展。密云的"无人 +"已成为融入生态保护、产业发展、民生服务的生动实践。 转自：北京日报客户端 2025年12月20日，首届"无人+"智能装备技术创新与产业发展大会在北京密云盛大召开。本次大会由中 国科协创新融合 ...

12月11日，"九天苍穹"无人航空通用平台在渭南市蒲城县成功首飞，标志着我国在高端无人装备领 域迈入了全新阶段，彰显了陕西在科技创新与高端制造中的硬核实力，为陕西装备制造产业升级及低空 经济发展注入了强劲动能。 "九天苍穹"无人航空通用平台从设计、材料、核心部件到制造、测试均实现了国产化突破，特别是 其构建的资源整合平台与机制，成功搭建了一条研制市场化、产业集群化、组织平台化、项目资本化的 高质量发展新路，为我国高端装备制造产业提供了可复制、可推广的样本。（记者：沈谦） "'九天苍穹'无人航空通用平台是围绕九天灵活配置重型无人机构建的无人航空通用平台，拥有6吨 的载重能力和90千瓦的能源供给能力，可搭载各类大型专业设备，为复杂的军民应用场景提供了许多新 的空间。"无人装备公司相关负责人介绍，其革命性的"飞机平台+任务舱"设计构型，通过标准化接口和 模块化任务舱架构，可以灵活配置任务舱，实现多场景多领域快速无缝转换，满足了物流运输、森林防 火、应急救援、气象干预、通信中继、空运空投等军民多样化、即时性需求，大幅提升作业效率、降低 使用成本，真正实现"一次投入，多场景复用"，成为名副其实的"空中重卡"。 "九天苍 ...

Core Viewpoint - The city of Xianning is focusing on becoming a significant growth pole for green development in the Wuhan metropolitan area, achieving impressive economic indicators and stability in the first three quarters of 2025, with all major economic indicators ranking in the top 10 of the province, marking the best performance in nearly four years [1] Group 1: Industrial Growth - Xianning is implementing a "5+4" modern industrial system, a "3+7" agricultural system, and a "3+3" high-quality service industry system to deepen industrial development [2] - The city has established a 30 billion yuan high-tech industry mother fund, expected to leverage 150 billion yuan in social capital, benefiting 61,700 business entities with a transaction volume of 28.876 billion yuan [2] - In the first three quarters of 2025, Xianning signed 402 projects worth over 100 million yuan and started 608 major projects, representing 1.98 times and 2.39 times increases in project numbers and investment scale compared to 2024 [2] Group 2: Technological Empowerment - Xianning has established a technology innovation center that has attracted five academic teams, 23 quality innovation projects, and 54 tech enterprises [3] - The number of high-tech enterprises in the city has reached 750, an increase of 477 since 2020, with 350 high-tech backup enterprises and 2,650 technology-based SMEs [3] - The city completed technology contract transaction amounts of 23.2 billion yuan in the first three quarters of 2025, a 22% increase from the previous year, ranking seventh in the province [3] Group 3: Economic Activation - Xianning has initiated significant reforms in key areas, including a large-scale financial system reform that has led to an 8.7% year-on-year increase in fixed asset investment [4] - The city has improved its business environment, resulting in the addition of 97 large-scale industrial enterprises, the best performance in five years [4] - In the first three quarters of 2025, the total foreign trade import and export volume increased by 35.2% [4] Group 4: Urban and Rural Development - Urban renewal efforts have benefited 4,770 households, with the addition of 5,927 parking spaces and nine pocket parks, achieving a green space rate of 40.53% in the main urban area [5] - Agricultural production has seen increases in area, yield, and total output, with the added value of the agricultural and sideline food processing industry growing by 27.8% [6] Group 5: Social Welfare - Xianning has maintained a high level of public welfare spending, with over 79% of fiscal expenditure allocated to improving people's livelihoods [7] - The city has organized nearly 1,200 cultural activities benefiting over 2 million people, aiming to establish itself as a well-known cultural tourism destination [7] - Environmental quality has improved, with stable water quality in the Yangtze River and air quality meeting national standards for four consecutive years [7]

Core Viewpoint - Master Wisdom (Shanghai) Equipment Co., Ltd. has completed its angel round financing, led strategically by Wuxi Yibeihang Enterprise Management Partnership (Limited Partnership) [1] Group 1: Financing Details - The funds from this round will accelerate the technological iteration and scene promotion of its "Equipment as a Service (EaaS)" model [1] - Financing will be used to expand multi-brand compatibility, promote cross-regional standard recognition, and establish an unmanned system innovation center [1] Group 2: Company Overview - Master Wisdom was established on June 9, 2025, focusing on building an innovative ecosystem for unmanned equipment technology [1] - The company provides a "technology + road rights + policy" integrated solution through modular design and AI scheduling systems, aiming to empower cities with technology for an intelligent and humanized service upgrade across all domains, times, and processes [1] Group 3: Company Structure - According to Tianyancha, Master Wisdom has a registered capital of 1.03 million yuan, with the legal representative, director, and financial officer being Xie Dongyan [1] - Xie Dongyan controls 67.96% of the voting rights [1]

Core Viewpoint - The A-share market shows signs of increased investor interest, with significant inflows of new capital and a notable rise in military and technology sectors, particularly in the context of upcoming military events and advancements in commercial aerospace [4][6][7]. Market Overview - The A-share market continued to experience low trading volume with a total turnover of 1.5 trillion yuan, a decrease of 99.8 billion yuan compared to the previous trading day [1]. - Over 3,800 stocks rose, with military stocks seeing a significant surge, including over 20 stocks hitting the daily limit [2]. Capital Inflows - In July, new A-share accounts reached 1.96 million, a year-on-year increase of 71%, indicating enhanced attractiveness of the A-share market to external capital [4]. - There has been a notable increase in capital entering the market through ETFs, with net subscriptions exceeding 60 billion yuan and 50 billion yuan in the last two weeks [5]. - New fund issuance was robust, with 135 new funds raising a total of 1,048.68 million yuan in July, marking the second-highest monthly fundraising this year [5]. - The average equity fund position rose to approximately 85.99%, an increase of 2.05 percentage points from the previous week [5]. Military Sector Insights - The military sector has seen a significant uptick, with over 20 stocks hitting their daily limit, driven by expectations surrounding military parades and increased defense spending [7]. - The military electronics sector is highlighted as a key growth area, with net profits expected to grow over 120% in the first half of 2025 [11]. - Specific companies such as Zhimin Da and Hangtian Nanhu are identified as core beneficiaries within the military electronics segment, with projected profit increases of over 20 times and 150% respectively [12][13]. Commercial Aerospace Developments - The commercial aerospace sector is poised for growth, with significant advancements in satellite internet and rocket launch capabilities [24]. - Companies like China Satellite and Aerospace Electronics are positioned to benefit from this growth, with projected profit increases of 45% and significant order volumes [25][26]. Advanced Materials and Defense Exports - The advanced materials sector is critical for military applications, with companies like Xibu Superconductor and Guangqi Technology expected to see substantial profit growth due to increased demand for high-performance materials [31][32]. - The defense export market is expanding, with a projected export value of 29 billion USD in 2024, driven by geopolitical tensions and demand for military equipment [36]. Strategic Focus - Investment strategies should prioritize high-growth segments such as military electronics, unmanned systems, and commercial aerospace, which are supported by clear policies and visible order flows [43].

Summary of Defense and Aerospace Industry Conference Call Industry Overview - The defense industry is expected to recover in 2025, driven by new technologies such as special robots, which are boosting market sentiment. The recovery of military orders is highly certain in the final year of the 14th Five-Year Plan, particularly in missile, unmanned equipment, and information technology sectors, which show significant elasticity. Attention is drawn to "military +" concept companies, such as those integrating military with AI and robotics [1][2][4]. Key Points and Arguments - **Market Sentiment and Recovery**: The military sector has shown positive performance recently, driven by various factors including capital strategies and increased geopolitical uncertainties. The expectation of order recovery in 2025 supports the sector's growth [2]. - **Optimism Among Suppliers**: Many military supply companies are optimistic about order recovery, with expectations to return to peak levels seen in 2022 or 2023. This change in sentiment is significant and may lead to some companies exceeding their previous scales [5]. - **Missile Sector Recovery**: The missile sector is witnessing a revival after being impacted by anti-corruption measures. Orders for mature models are gradually being issued, and low-cost precision-guided munitions are accelerating in development. Companies with features like new materials, AI, or robotics in missile production are recommended for attention [7]. - **Special Robots Development**: Special robots are leading in commercial applications such as power inspection and bomb disposal. Military robots are expected to undergo qualitative leaps during the 14th Five-Year Plan, with AI enhancing their tactical value. The deployment of robotic dogs is anticipated to increase significantly in the latter half of the plan [8]. - **Military Chip Market Outlook**: The military chip market is expected to show significant elasticity over the next three years, with improved demand and inventory cycles. Companies in this sector are optimistic about future orders and overall outlook for 2025 [3][9]. - **Unmanned Equipment Growth**: The demand for military drones is strong, with a golden development period expected during the 15th Five-Year Plan. Orders for medium and small military drones are likely to be delivered in 2025, significantly boosting related companies' revenues [3][16]. - **AI Integration in Military**: The application of AI in the military sector is gradually being implemented, with initiatives from state-owned enterprises to enhance AI capabilities. This trend is expected to reshape future battlefields and break traditional monopolies held by established military corporations [27][28]. Additional Important Insights - **Investment Strategy Adjustments**: In 2025, investment strategies have shifted to focus on sectors with greater elasticity, such as missiles, unmanned equipment, and information technology. The emphasis is on companies with "military +" concepts that can leverage multiple growth trends [4][6]. - **Emerging Industries**: New industries such as AI, robotics, and low-altitude economy are highlighted for their high growth potential and ability to achieve higher valuation premiums [6][17]. - **3D Printing and New Materials**: The 3D printing sector is seeing growth, particularly in aerospace applications, with expectations for significant increases in order volumes in 2025. The military materials sector is also expected to experience explosive growth, particularly in carbon fiber and ceramic composite materials [12][13]. - **Low Altitude Economy**: The low-altitude economy is set to focus on new infrastructure projects, including communication, navigation, and meteorological systems, with a push towards standardization and operational demonstration [17]. - **Aerospace Engine Sector**: The aerospace engine industry is recovering from previous supply chain issues, with expectations for improved delivery and performance in 2025. Key companies in this sector are recommended for investment due to their low valuations and growth potential [19][20]. Conclusion - The overall outlook for the military sector in 2025 is positive, with significant investment opportunities arising from the completion of the 14th Five-Year Plan and the anticipated recovery of military orders. The "military +" direction, particularly in AI and robotics, is expected to perform well [30].