说起无人机，想必大家都不陌生，从大家最熟悉的民用航拍无人机，到行业级的无人机，再到由无人机衍生出的"低空经济"，这些由无人机形成的业态， 正在悄然改变我们的生活。如今无人机快递、无人机外卖、无人机助农随处可见，而这些场景，在历届的中国国际大数据产业博览会上就已崭露头角。 京东无人机，单程可飞240公里 口袋无人机，手机变成操控器，揣在兜里便可出发。 美团配送类无人机 那无人机现在究竟以何种形态出现 又对我们的生活产生了哪些影响 接下来 小知知就带你一起去大开眼界 智能无人机 在贵州应用场景广泛 在贵州，5G、大数据等新一代信息技术在"低空经济"领域的创新应用，为低空无人机的规模应用提供技术基础，让更多智能无人机蓄势起飞。 交通管理方面，有兴义市公安利用无人机在常发性拥堵路段开展无人机视频巡逻，辅助地面警务力量及时找到堵点源头，针对性采取排堵疏导措施，快速 有效提升道路通行效率。在交通管理方面取得良好效果。 兴义交警使用无人机进行交通疏导 佘国雄摄 "旅游+"方面，无人机灯光秀不仅已被塑造成为各地文旅业的标杆性"网红打卡项目"，同时也为贵州旅游业源源不断地提升人气、吸引人流。 农业植保方面，代表性的有贵州省遵义 ...

Macro Insights - The macro policy for the second half of the year may involve non-traditional measures, with a focus on price stability and the marginal improvement of asset prices, particularly in equity products [2][32] - The "anti-involution" policy is expected to drive companies to reduce capital expenditures and clear excess capacity, leading to improved economic supply-demand relationships and enhanced corporate profitability [3][44] Strategy Insights - The "anti-involution" trend is identified as a key driver for a bullish market, with high-quality stocks likely to play a crucial role in pushing indices higher [3][44] - AI is recognized as a core driver of the current technological revolution, creating investment opportunities across multiple industries in the A-share market [3][44] - Key sectors to watch in July include solid-state batteries, domestic computing power, non-bank financials, defense and military, and innovative pharmaceuticals, all showing signs of marginal improvement [3][44] Market Performance - The Shanghai Composite Index closed at 3510.18, reflecting a weekly increase of 1.09% [5][7] - The Shenzhen Component Index closed at 10696.10, with a weekly increase of 1.78% [8] Economic Indicators - The manufacturing PMI rose to 49.7% in June, indicating a slight recovery, while the construction PMI significantly improved to 52.8% due to accelerated infrastructure projects [12][13] - Consumer spending showed mixed results, with significant growth in automobile and home appliance sales driven by government subsidies, while other sectors like clothing and cosmetics remained weak [13][14] Industry Trends - The real estate market continues to face challenges, with declining sales and investment, leading to a negative outlook for related sectors [13][14] - The "anti-involution" policy is expected to address price competition and improve product quality, particularly in the durable consumer goods sector [30][44]

Investment Rating - The industry maintains a "Recommended" investment rating, indicating a positive outlook for the sector's fundamentals and expected performance exceeding the benchmark index [2][39]. Core Insights - The report highlights significant advancements in stablecoins and RWA (Real World Assets) both domestically and internationally, with a focus on the integration of these innovations into traditional finance, suggesting a potential global financial innovation cycle [5][27]. - The report emphasizes the continuous progress in the unmanned logistics sector, particularly through JD Logistics' introduction of self-developed unmanned vehicles and drones, which are expected to enhance operational efficiency and reduce costs significantly [19][21]. - The AI industry is witnessing ongoing developments, particularly in large model applications, with notable advancements from companies like Baidu and Microsoft, indicating a robust growth trajectory in AI-driven solutions across various sectors [23][24]. Summary by Sections RWA and Stablecoin Developments - The report details the launch of stock tokenization services by Robinhood and other platforms, allowing for trading of over 200 US stocks and ETFs with features like zero commission and low trading thresholds [9][11]. - Domestic interest in offshore RMB stablecoins is rising, with companies like JD and Ant Group advocating for regulatory approval to enhance RMB internationalization [14][15]. Unmanned Logistics Updates - JD Logistics has unveiled its self-developed unmanned light truck, capable of a 400 km range and L4 autonomous driving, which can reduce logistics costs by approximately 60% [19][21]. - The report also discusses the launch of JD's intelligent delivery vehicles and drones, designed for various logistics applications, showcasing significant technological advancements in the sector [21][22]. AI Industry Chain Updates - Baidu's release of the ERNIE 4.5 series models marks a significant step in AI model development, with open-source capabilities enhancing accessibility for developers [23]. - Microsoft's AI diagnostic tool demonstrates a fourfold improvement in disease diagnosis accuracy compared to human doctors, indicating the transformative potential of AI in healthcare [24]. Market Performance Review - The computer sector experienced a decline of 1.28% in the first week of July 2025, with notable stock performances from companies like Xuanji Information and ST Saiwei [29][30].