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航天飞鹏B轮融资落槌,低空经济“国家队”如何重构万亿赛道?
Sou Hu Cai Jing· 2025-07-11 12:56
近日,由航天科技集团与顺丰集团联合孵化的航天飞鹏宣布完成数亿元B轮融资,北创投、昆仑北工基金、金浦青铁基金三大国资及产业资本联合注资。 这笔融资不仅为航天飞鹏的大吨位固定翼无人机适航取证及营运取证按下"加速键",更彰显了资本市场对大型无人运输赛道及其背后低空经济万亿蓝海的 坚定信心。 01 航天"新赛点",聚焦大载重无人运输 航天时代飞鹏有限公司成立于2021年,是由中国航天科技集团发起,联合国内科技型物流巨头顺丰集团旗下丰鸟无人机共同设立的混合所有制高新技术企 业。其母公司航天时代飞鸿技术有限公司隶属于中国航天科技集团第九研究院, 强大的航天航空系统技术优势和国企背景为航天飞鹏提供了坚实的研发 后盾与资源保障。 公司总部位于江苏昆山,并在北京、西安设有研发中心,在内蒙古设有试飞基地,形成了完善的研发布局。其核心业务是为军用、民用用户提供大型无人 运输机系列化产品及定制化服务,经营范围覆盖民用航空器生产、维修、零部件制造、通用航空服务,以及智能无人飞行器制造、销售和技术服务等全链 条环节。 值得关注的是,航天飞鹏的技术护城河不仅体现在单一机型,更在于其构建的"三维立体交通体系",其已构建起覆盖"干线-支线-末 ...
中航西飞(000768) - 2025年7月10日投资者关系活动记录表
2025-07-10 11:20
证券代码:000768 证券简称:中航西飞 中航西安飞机工业集团股份有限公司 投资者关系活动记录表 公司坚定科技自立自强之路,强化科技创新体系战略支撑 作用,积极开展基础应用研究、前沿技术研究,统筹推进创新 平台建设,积极参与重大科技项目,全面优化创新激励机制, 充分激发创新内生动力,精心营造科技创新氛围,数智航空能 力体系建设深入推进,创新投入持续加强,依托大飞机创新原 成功孵化省部级实验室,高等级科技奖励不断取得突破,持续 赋能航空武器装备研制,加速形成新质战斗力。 公司拥有诸多国家发明专利、实用新型专利,形成了以大 型飞机、中型运输机、轰炸机、特种飞机、大型部件为代表的 飞机数智化研制体系,即数字化设计、数字化制造的协同研制 能力,专业齐全、技术领先的军民机产品研发设计能力,在无 人机智能化、低成本等关键技术领域取得突破。 (二)先进的民用航空 编号:2025-006 | 投资者关系 | 特定对象调研分析师会议 | | --- | --- | | | □媒体采访□业绩说明会 | | 活动类别 | □新闻发布会□路演活动 | | | ☑现场参观 □其他(请文字说明其他活动内容) | | 活动参与人员 ...
越疆机器人正式发布六足仿生机器狗;智元机器人公布机器人运动控制模型专利丨智能制造日报
创业邦· 2025-07-10 03:22
1.【越疆机器人正式发布六足仿生机器狗】7月9日,越疆机器人正式发布六足仿生机器狗。据越疆方 面介绍,六足架构既具备优于四足结构的稳定性和负载能力,又比双足人形更容易实现技术突破和商 业落地。(搜狐) 2.【智元机器人公布机器人运动控制模型专利】 天眼查财产线索信息显示,近日,智元机器人关联公 司上海智元新创技术有限公司申请的"机器人的运动控制模型的训练方法及程序产品"专利公布。摘要 显示,本申请包括:获取机器人执行足部动作的过程中表征机器人与指定表面接触情况的实际接触序 列;足部动作是运动控制模型生成的;获取预期机器人执行足部动作的过程中机器人与指定表面接触 情况的预期接触序列;预期接触序列是基于相位变量和步态映射关系生成的;步态映射关系用于表示 对应于足部动作的预期摆动相占空比和预期足间相位偏移量与相位变量之间的关系;根据预期接触序 列和实际接触序列之间的序列差异,生成摆动激励值;摆动激励值与序列差异呈负相关关系;基于摆 动激励值对运动控制模型进行参数迭代。可以提升运动控制模型对于机器人的控制精度。(新浪科技) 3.【全球首个海上浮动数据中心即将启航】海运巨头商船三井近日与Kinetics签署谅解备忘录, ...
瞄准低空经济赛道,盐都自贡的布局与突围 十年成链 奋翼高飞
Si Chuan Ri Bao· 2025-07-10 00:31
Core Viewpoint - The development of the drone and general aviation industry in Zigong has been accelerated, with significant investments and strategic initiatives aimed at establishing a comprehensive industrial ecosystem and achieving substantial economic growth by 2035 [5][6][9]. Summary by Sections Achievements - The introduction of various enterprises such as the Civil Aviation Flight University of China and AVIC Drone has led to the formation of a complete industrial chain covering manufacturing, education, maintenance, and services [4]. - A total of 26 medical supply transport routes, 2 low-altitude food transport routes, and 3 large drone cargo transport routes have been established, along with 8 types of services including cross-regional weather modification and emergency communication rescue [4]. - Zigong has been selected as one of the first provincial-level strategic emerging industry clusters, innovation industry clusters, and advanced manufacturing industry clusters, becoming a key area for low-altitude economic development in the province [4]. Goals - By 2027, the aim is to cultivate over 3 globally competitive leading enterprises in the drone industry, achieve a production capacity of over 2,000 large and medium-sized drones, and train over 10,000 professionals in low-altitude economy [5]. - The scale of the drone and general aviation industry cluster is expected to exceed 50 billion by 2030 and 100 billion by 2035 [5]. Development Strategy - The establishment of a specialized drone manufacturing base in Zigong has been a strategic move to attract leading enterprises, with a focus on providing essential resources such as airspace and runways [6]. - The construction of a 2,500-meter runway was expedited from a planned 3-year timeline to just 8 months, facilitating the establishment of a drone production base with a total investment of 10 billion [6]. Industrial Ecosystem - The integration of various enterprises within the Zigong Aviation Industrial Park allows for a complete supply chain, significantly reducing costs and enhancing operational efficiency [7]. - The park has expanded its factory area from 20,000 square meters to 120,000 square meters over the past decade, with plans for an additional 70,000 square meters this year [8]. Application Scenarios - Drones are being utilized in agriculture for tasks such as planting and pesticide spraying, demonstrating significant efficiency improvements compared to traditional methods [9]. - In healthcare, drones can deliver blood supplies within 6 minutes, and they have improved logistics in remote areas, reducing delivery times from over an hour to just 5 minutes [10]. - The expansion of low-altitude economic applications is seen as crucial for further development, with plans to enhance services in short-distance transport, tourism, logistics, meteorological monitoring, and emergency rescue [10].
上汽和华为
数说新能源· 2025-07-09 07:57
Collaboration with Huawei - The first model planned in collaboration with Huawei is set to launch in Q4 2025, priced between 150,000 to 250,000 yuan, positioned as a mid-size SUV with both pure electric and range-extended power systems [1] - In addition to the first model in 2025, two new vehicles are planned for 2026, including sedan and SUV types, also featuring both pure electric and range-extended power types. While specific sales targets have not been disclosed, the internal goal is to create a blockbuster product, with production capacity already prepared. Further sales information will be released based on actual performance post-launch [1] - The collaboration is positioned under the concept of "Everyone First," aiming to provide high-level intelligent driving products to more consumers. The company leverages its well-established supply chain for quality management and cost optimization, while Huawei focuses on R&D in intelligent driving and technology, ensuring cost optimization while maintaining technological leadership. Both parties are committed to launching high-cost performance intelligent driving products to stand out in the competitive market of 150,000 to 250,000 yuan [1]
印度扶持造船业仍有多重难题待解
Jing Ji Ri Bao· 2025-07-07 22:12
Core Viewpoint - The acquisition of a 51% stake in Colombo Dockyard by Mazagon Dock Limited (MDL) marks a significant step in the internationalization of India's shipbuilding industry, representing the first cross-border acquisition by a major Indian shipbuilding company [1][2]. Group 1: Acquisition Details - MDL announced the acquisition for $52.96 million, primarily through purchasing shares from Japan's Onomichi Dockyard and subscribing to new shares [1]. - Colombo Dockyard, established in 1974, is Sri Lanka's largest and oldest shipbuilding and repair company, with four dry docks capable of handling vessels up to 125,000 tons [1]. Group 2: Financial Context - Colombo Dockyard faced financial difficulties, reporting a record loss of $38 million in 2023, prompting its largest shareholder, Onomichi Dockyard, to seek an exit [1][2]. - Despite losses, the shipyard has a customer base across Europe, Asia, and Africa, with an order backlog of approximately $300 million [2]. Group 3: Strategic Implications - The acquisition is expected to enhance MDL's commercial shipbuilding capabilities, complementing its role as a significant manufacturer of naval vessels [2]. - By integrating Colombo Dockyard's customer resources and repair expertise, MDL aims to strengthen its service capabilities in the Indian Ocean region and improve competitiveness in the international commercial shipping market [2]. Group 4: Government Initiatives - The Indian government has set a goal to become one of the top five shipbuilding nations by 2047, with plans to build medium-sized container ships by 2030 and large vessels by 2032 [3]. - A $3 billion Maritime Development Fund has been established to finance ship acquisitions, aiming to increase India's share in global shipping to 20% by 2047 [3]. Group 5: Support for Domestic Shipbuilding - The Indian government is implementing a tiered subsidy policy for shipbuilding, offering 20% to 30% subsidies for different types of vessels, alongside a $700 million investment to upgrade shipyard facilities [4]. - Plans include modernizing major ports and enhancing infrastructure to support the shipbuilding industry [4]. Group 6: Current Challenges - Despite ambitions, India's shipbuilding industry currently holds less than 0.2% of the global order book, with the largest domestic oil tanker only capable of carrying 93,000 tons, indicating a significant gap in capabilities for larger vessels [5]. - The industry faces challenges such as a weak foundation, insufficient capacity for large commercial vessels, and a lack of domestic demand [5].
中通客车(000957) - 2025年6月份产销数据自愿性信息披露公告
2025-07-07 08:15
股票简称:中通客车 股票代码:000957 公告编号:2025-039 中通客车股份有限公司董事会 中通客车股份有限公司截至 2025 年 6 月份产销数据快报如下: 单位:辆 | 项 | 目 | 本月数 | 去年同期 | 单月同比 | 本年累计 | 去年同 | 累计同比 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 变动 | | 期累计 | 变动 | | 生产量 | | 1176 | 1209 | -2.73% | 6128 | 6576 | -6.81% | | 其中:大型车 | | 729 | 476 | 53.15% | 3883 | 4173 | -6.95% | | 中型车 | | 334 | 624 | -46.47% | 1925 | 1818 | 5.89% | | 轻型及物流车 | | 113 | 109 | 3.67% | 320 | 585 | -45.30% | | 销售量 | | 1026 | 1054 | -2.66% | 5839 | 5703 | 2.38% | | 其中:大型车 | | 594 | ...
安凯客车(000868) - 关于2025年6月份产销情况的自愿性信息披露公告
2025-07-07 08:15
本表为销售快报数据,最终数据以公司定期报告数据为准。同时,提醒广 大投资者,不能以公司产销数据直接推算公司业绩情况。 特此公告 证券代码:000868 证券简称:安凯客车 公告编号:2025-029 安徽安凯汽车股份有限公司 关于 2025 年 6 月份产销情况的自愿性信息披露公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连带责任。 截至 2025 年 6 月份产销快报数据如下: 单位:辆 | 品 目 | 2025 | 年 | 6 月 | | 本年累计 | | 累计数量较去年同期 增减比率 | | --- | --- | --- | --- | --- | --- | --- | --- | | 产量 | | | | 814 | | 4089 | 52.23% | | 其中:大型客车 | | | | 508 | | 2083 | 154.02% | | 中型客车 | | | | 210 | | 1397 | 58.21% | | 轻型客车 | | | | 96 | | 609 | -38.05% | | 销量 | | | | ...
福田汽车上半年销量近33万辆 这一车型暴涨1.5倍!
第一商用车网· 2025-07-07 07:01
近日,北汽福田汽车股份有限公司发布2025年6月份各产品产销数据快报。快报显示,2025 年6月份,福田汽车销售各类车型52824辆,同比增长5.57%;2025年1-6月份,福田汽车 销售各类车型327459辆,同比增长9.08%。 | | 产品类型 | | 本月数 | 去年同 | 销 量(辆) | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 本年累计 | 去年累计 | 累计同比 | | | | | 日 | 期 | | | 增减 | | 汽车 | 日 商用 车 客 | 中重型货车(含福戴) | 11816 | 7183 | 72246 | 54151 | 33.42% | | | 车 | 轻型货车 | 36376 | 37590 | 229499 | 215461 | 6.52% | | | | 人型客车 | 169 | 617 | 1352 | 2101 | -35.65% | | | | 中型客车 | 356 | 126 | 962 | 937 | 2.67% | | | 车 | | | | | | | | 产品 | ...
戴姆勒卡车要与北汽福田“分手”?官方:正在评估市场前景
Jing Ji Guan Cha Wang· 2025-07-06 10:40
近日,德国《经理人》杂志报道称:"戴姆勒卡车CEO Karin Radstrom计划解散该公司在中国的合资企业……(戴姆勒卡车)与 福田汽车的谈判已在进行中。此事格外敏感,福田汽车的母公司北汽集团持有戴姆勒卡车和梅赛德斯乘用车的股份,而戴姆勒 卡车不想疏远福田汽车和北汽集团。" 7月4日,戴姆勒卡车集团企业传播主管Thomas Hoevermann在接受经济观察报采访时称:"上述文章中所述信息并非基于任何形 式的声明、引用或对Karin Radstrom的采访。我们正在与我们的合资伙伴一起评估市场前景。请理解,现阶段我们无法透露更多 信息。" 作为世界上最大的商用车制造商之一,戴姆勒卡车在全球拥有40多个生产基地,公司产品包括轻型、中型和重型卡车,城市和 城际巴士、客车和公共汽车底盘。 近两年来,戴姆勒卡车面临业绩压力。财报显示,2024年戴姆勒卡车全球商用车销量为46.04万辆,同比下降12%,营收为541亿 欧元,同比下降3%,调整后息税前利润为46.67亿欧元,同比下降15%。 在此情况下,戴姆勒卡车在全球范围内开始进行一系列收缩和重组,以降低运营成本和推进电动化转型。 在公布2024年第二季度业绩时, ...