•国家网信办等11部门联合印发《关于提升境外人员入境数字化服务便利性的实施意见》。《实施意见》提出，到2027年，入境数字化服务国际化、便利化 程度显著提升，数字化基础服务更加畅通高效，居住、医疗、支付、旅游、公共服务等领域的数字化应用服务堵点基本打通、应用场景全面拓展，为扩大高 水平对外开放注入强劲活力。 •针对美国组建所谓"关键矿产联盟"，外交部发言人林剑5日在例行记者会上回答有关提问时表示，维护开放、包容、普惠的国际贸易环境符合各国的共同利 益，各方都有责任为维护关键矿产的全球产供链稳定与安全发挥建设性作用。同时，我们反对任何国家以"小圈子"规则破坏国际经贸秩序。 转自：新华财经 【重点关注】 •国家网信办等11部门联合印发《关于提升境外人员入境数字化服务便利性的实施意见》 •外交部回应美国组建所谓"关键矿产联盟"：反对任何国家以"小圈子"规则破坏国际经贸秩序 •海南岛内居民消费进境商品将享"零关税" 每人每年免税额度1万元 【国内要闻】 •财政部发布关于海南自由贸易港岛内居民消费的进境商品"零关税"政策的通知。"零关税"进境商品实行正面清单管理，具体范围见附件。岛内居民凭本人 有效身份证、居住证、社保 ...

北京商报讯（记者 关子辰 牛清妍）2月5日，记者从峰飞航空获悉，峰飞航空科技自主研发的全球首款5吨级eVTOL——V5000天际龙正式亮相。由此，峰飞 航空成为全球首家、也是目前唯一成功实现5吨级eVTOL转换飞行的低空企业。 据介绍，峰飞航空天际龙是全球最大eVTOL和全球首款成功完成转换飞行及基础性能包线的5吨级eVTOL。天际龙采用家族式复合翼构型设计与创新的三翼 面布局，有20台第五代升力电机，其纯电版最大航程250公里，混动版最大航程可达1500公里。客运版可搭载10人，货运版可实现吨级货物运输。5吨级平台 可大幅摊薄"座公里/吨公里"运营成本，使低空出行和运输落地更具经济可行性。 当日，V5000天际龙进行公开演示飞行，与V2000CG凯瑞鸥在峰飞航空白莲湖低空基地进行编队飞行。这也是白莲湖低空基地作为eVTOL综合基地的首次公 开亮相。 ...

来源 | IT桔子 图片｜公众号AI生成 2026年1月，在新的一年里，国内创业市场融资喜讯频发，多家公司斩获超10亿元大额融资，譬如阶跃星辰、吉利旗下飞行汽车公司沃飞长 空、自变量机器人等。 还有哪些创业公司加入了独角兽俱乐部？哪些独角兽企业的最新动态情况值得重点关注（IPO等）？ 1月新晋独角兽： 据IT桔子数据，今年1月，中国一共诞生了11家新晋独角兽；涉及AI、人形机器人、医疗、eVTOL、量子计算等细分赛道。 1.Humans&成立数月融资4.8亿美元，成为新晋独角兽 Humans & 是美国AI初创公司，成立于2025年9月，2026年1月完成 4.8 亿美元种子轮融资，投资方包括NVIDIA、谷歌风投GV、亚马逊CEO Jeff Bezos 等，投后估值 44.8 亿美元，跻身独角兽。 据悉，公司核心成员来自 xAI、Anthropic、谷歌等，主打协作型 AI，目标是开发"AI版的即时通讯工具"。 这家美国AI初创企业高估值主要源于顶级AI公司出走的创始团队背景、明星资本加持及AI 赛道的资本热度，如此速成并非个例，此前类似的 情形还有Thinking Machines Lab。 这反映了近一 ...

本报告聚焦 2025 年中国低空经济发展状况，系统梳理了产业全貌、核心赛道、发展阶段及挑战建议，核心内容如下： 一、产业概况与定位 低空经济是以低空空域（1000 米及以下为主，部分可扩至 3000 米）为依托，以先进飞行器为载体，融合基建、制造、飞行、服务等全链路的三维经济形 态，涵盖生产作业、公共服务、交通运输、消费活动四大场景，已被确立为国家战略性新兴产业及新兴支柱产业。2025 年中国低空经济规模预计达 8519 亿元（同比增 28.2%），2026 年将破万亿元，2035 年目标达 3.5 万亿元；2024-2025 年累计融资 455 起，金额超 449.02 亿元，国资参与度 40.3%。 二、核心赛道发展态势 无人机：当前低空经济主力，2025 年全球市场规模 2202 亿元，中国 1452 亿元，工业级占比 68%。消费级市场稳健增长（2025 年预计 502.2 亿元），聚 焦航拍、集群表演等；工业级成为增长极（2025 年预计 775.66 亿元），在农业植保、测绘巡检、物流运输等场景广泛应用，技术向 AI 赋能、长续航升 级，应用朝行业一体化推进。 eVTOL：未来重点赛道，2025 ...

Core Viewpoint - The article highlights the significant financing achievement of WoFei ChangKong, a leading eVTOL manufacturer in China, which completed nearly 1 billion in a new round of financing, setting a record for the low-altitude economy sector at the beginning of 2026 [4][5]. Financing and Market Position - The financing round was led by CITIC Securities, with participation from several well-known institutions, indicating strong market confidence in WoFei ChangKong's technological capabilities and commercial prospects [5][7]. - WoFei ChangKong has completed five rounds of independent market financing, establishing a diverse and high-value shareholder structure that supports its strategic depth and global vision [7]. Technological and Operational Advancements - The company aims to create a reliable and sustainable low-altitude travel experience, focusing on independent research and positive design, and has developed a comprehensive capability covering product development, airworthiness certification, manufacturing, and commercial operations [9]. - In 2025, WoFei ChangKong achieved significant milestones, including the successful test flight of the AE200-100 production model and the completion of the first phase of its global headquarters [9][10]. Market Development and Future Outlook - WoFei ChangKong has initiated the first domestic "civil aviation + low-altitude travel" collaborative demonstration and has received over 1,000 orders, showcasing global recognition of Chinese manufacturing [10][12]. - The company is positioned as a leader in the low-altitude economy, focusing on core technologies and sustainable capabilities, which are critical for its future growth and market competitiveness [12][13].

Core Insights - The company沃飞长空 announced the completion of nearly 1 billion yuan financing on February 2, marking the largest single financing record in the low-altitude economy sector since 2026 [1] - This round of financing was led by CITIC Securities, with participation from well-known institutions such as Lianxin Capital, Xiangfeng Investment, Guanghe Venture Capital, and Guoce Investment, along with continued support from existing shareholders [1] - The funds raised will be used for the final certification of the AE200 series, the production of the global headquarters base, and the in-depth construction of the low-altitude travel business model [1] -沃飞长空 has completed two rounds of independent market financing in the past three months, bringing the total number of financing rounds to five [1]

Core Insights - Joby Aviation and Archer Aviation are currently prominent in the eVTOL market, but Boeing's subsidiary Wisk poses a significant long-term threat due to its focus on autonomous eVTOL technology [1] Group 1: Company Strategies - Archer Aviation aims to be an original equipment manufacturer (OEM) selling its aircraft to third-party users, utilizing an asset-light business model that relies on partners' technology and components [2] - Joby Aviation is positioning itself as a vertical transportation services company, planning to use its own eVTOL aircraft in partnership with Delta Air Lines and Uber Technologies to provide air taxi services [3] - Wisk, like Joby, aims to be a transportation services company but is focused on developing an autonomous eVTOL with its Generation 6 aircraft, which could directly compete with Joby's air taxi services [4] Group 2: Certification and Market Dynamics - The certification process for autonomous eVTOLs is complex, leading Wisk to not expect commercial service until at least 2030, which gives Joby and Archer a first-mover advantage [5] - Boeing is proposing a new "Concept of Operations for Automated Flight Rules (AFR)" to facilitate the certification of automated flight, aiming to promote system automation across the industry [6]

Core Viewpoint - The electric vertical takeoff and landing (eVTOL) market presents significant upside potential, particularly for Joby Aviation, but it also carries substantial risks that need to be addressed before investment decisions are made [1]. Company Overview - Joby Aviation aims to create a vertically integrated transportation services company, focusing on making, owning, and operating its aircraft, unlike Archer Aviation, which plans to sell eVTOL aircraft to third parties [2]. - Joby Aviation's current market capitalization is $9.6 billion, with a current stock price of $10.57, and it has experienced a gross margin of -11490.90% [3]. Certification and Technology - Joby is leading in the certification process, developing its own technology and components, while Archer relies on established companies for technology [4]. - Joby is in the final stage of FAA certification, where pilots test the aircraft, but there is no guarantee of receiving approval [5]. Financial Considerations - Joby needs to invest significantly in manufacturing capacity, vertiports, and operational fleet development before generating revenue from air taxis [7]. - Wall Street consensus suggests that Joby will need to raise cash in 2026, likely through equity, as it is projected to burn through $646 million in 2026, starting the year with only $710 million in net cash [8][9]. Competitive Landscape - Joby faces long-term threats from Boeing's subsidiary, Wisk, which is developing autonomous eVTOLs that could undercut Joby on pricing due to not requiring a pilot [10]. - Despite the risks, Joby has strong partnerships with Delta Air Lines, Uber, and Toyota, which enhance its manufacturing capabilities and market position [11]. Future Outlook - Joby is likely to have a first-mover advantage over Wisk, as autonomous eVTOLs face greater technical, regulatory, and cost challenges [12]. - The vertically integrated business model of Joby presents significant upside potential, despite the inherent risks [12].

Core Insights - The electric vertical takeoff and landing (eVTOL) industry is experiencing growth due to rising demand for cleaner and more efficient urban transportation solutions [1][3] - Archer Aviation Inc. (ACHR) and EHang Holdings Limited (EH) are two key players in this market, each pursuing different technological and regulatory strategies [2][3] Archer Aviation (ACHR) Highlights - Archer Aviation is progressing towards Federal Aviation Administration (FAA) approval for its Midnight aircraft and plans to launch commercial air taxi services [2][17] - The company announced plans to develop next-generation Artificial Intelligence technologies for aviation using the NVIDIA IGX Thor platform, aiming to enhance aircraft safety and autonomy [5][17] - Archer has formed a strategic partnership with the Government of Serbia to support the adoption of electric air taxis in Europe, with an option to purchase up to 25 Midnight aircraft [6][17] - Financially, Archer's 2026 loss per share estimates imply year-over-year improvement, and its stock has outperformed EHang over the past year [11][13][20] - Archer's valuation is more attractive, with a trailing 12-month Price/Book (P/B TTM) ratio of 2.93 compared to EHang's 6.42 [15][20] EHang Holdings (EH) Highlights - EHang has received type certification for its autonomous eVTOL from China's aviation authority, providing a regulatory advantage [2][20] - The company signed a Memorandum of Understanding with Real Automóvil Club de España to explore joint initiatives in advanced air mobility [8][20] - EHang's EH216 series completed a successful pilotless flight across the Qiongzhou Strait, demonstrating its technical capabilities [9][20] - However, EHang's earnings estimates for 2026 have declined in recent months, indicating potential challenges [12][20] Market Positioning - Both Archer Aviation and EHang are significant players in the eVTOL market, but Archer is currently better positioned due to its regulatory progress, strategic partnerships, and favorable financial outlook [16][20]

Group 1 - QYResearch is recognized for its authoritative industry analysis and customized reports, widely cited by numerous domestic and international enterprises, securities firms, and media [2] - The global laser communication terminal market is projected to surge to $2.948 billion by 2031, with a compound annual growth rate (CAGR) of 45.0% from 2025 to 2031 [5] - The global hot runner market report indicates that Hengdao Technology's market share was only 2.07% in 2022, ranking sixth in the industry, which contradicts other public information [8] Group 2 - The near-space travel market in China is expected to reach $894 million by 2032, with a CAGR of 13.6% from 2026 to 2032 [10] - The USB bridge chip market report shows that Qinheng Microelectronics is ranked ninth globally and first domestically in sales revenue for 2024 [12] - The global multi-fingered dexterous robot hand market is forecasted to exceed $5 billion by 2030, with a CAGR of 64.6% from 2024 to 2030 [15] Group 3 - The global repair equipment market is expected to grow from $3.7 billion in 2024 to $8.49 billion by 2030, with a CAGR of 13.8% [17] - The mild hyperbaric oxygen chamber market is projected to reach $321.83 million by 2030, with a CAGR of 14.88% from 2024 to 2030 [20] - The medical low-value consumables market is expected to grow at a CAGR of 8.3% from 2024 to 2031, driven by an aging population and rising chronic disease rates [22] Group 4 - The low-temperature dairy products market is anticipated to exceed 70 billion yuan by 2025, with QYResearch highlighting Junlebao's strategic positioning in this sector [25] - The global drone market is projected to grow significantly, with consumer drones contributing approximately 35% of market revenue in 2024 [28] - The semiconductor metrology and inspection market is expected to reach $27.76 billion by 2030, with a CAGR of 8.1% from 2024 to 2030 [29] Group 5 - The gallium arsenide solar cell market is expected to see significant growth, with over 95% of space equipment powered by these cells [31][43] - The wireless charging chip market is projected to rank first domestically and among the top three globally in 2023 and 2024 [44] - The global algae oil DHA market is expected to grow from $604 million in 2024 to $1.377 billion by 2031, with a CAGR of 12.7% [48]