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“剧透”来了!2025年服贸会精彩亮点抢先看→
Xin Hua Wang· 2025-08-20 00:56
Key Highlights - The 2025 China International Service Trade Fair will take place from September 10 to September 14, 2025, at Shougang Park, marking the first time the event is held at a single location [2][3] - The fair will feature a "technology + industrial" theme, showcasing cutting-edge innovations and immersive experiences [3] Group 1: Event Details - The event will have a professional audience for the first three days, followed by public access for the last two days [2] - Shougang Park will serve as a unique venue combining industrial heritage with future technology, enhancing the visitor experience [3] Group 2: Highlights of the Fair - The fair will include an immersive experience with advanced technologies such as smart manufacturing, humanoid robots, and AI-driven financial solutions [3][5] - Over 330 Fortune 500 companies and industry leaders, including Alibaba and Bank of China, are confirmed to participate, showcasing their latest technologies and financial products [5][6] Group 3: Supporting Activities - Shougang Park will host various supporting activities, including a large conference venue and a news center, along with AI-driven services for visitors [6] - The event will feature over 40 supporting activities citywide, with more than 20 activities planned within Shougang Park [6] Group 4: Visitor Experience Enhancements - The venue will offer extensive transportation options, including over 10,000 parking spaces and shuttle services [7] - Dining facilities will include 70 food outlets with over 12,000 seats, ensuring visitor comfort [7] - AI technology will be utilized for real-time translation and smart management of electric vehicle services [7]
构建空天发展“新基建” 开启太空计算新时代 中科星图发布“一体两翼”战略新规划
Shang Hai Zheng Quan Bao· 2025-07-08 17:46
Core Insights - The article discusses the strategic planning of China Science and Technology Corporation (中科星图) to develop a new infrastructure for the aerospace industry, emphasizing the integration of space and terrestrial information technologies [2][3][4] - The conference highlighted the rapid growth and potential of the aerospace information industry, with projections for significant economic opportunities in satellite manufacturing and applications [2][3] Industry Development - The aerospace information industry is identified as a new industrial landmark in Hefei, with goals to achieve approximately 100 billion yuan in satellite manufacturing, 300 billion yuan in satellite application services, and 500 billion yuan in data application industries by the end of the 14th Five-Year Plan [2] - The industry is seen as a strategic growth area for China's digital economy, with commercial aerospace leading the way and a need for a diversified capital support system to facilitate high-quality development [3] Company Strategy - China Science and Technology Corporation aims to create a new ecosystem for aerospace information by focusing on geographic information as the core, with commercial aerospace and low-altitude economy as the two wings of its strategy [4][5] - The company is committed to technological innovation and the transformation of scientific achievements into practical applications, particularly in urban governance and emergency response [4] - A partnership was established with Zhongke Shuguang to advance space computing, marking a significant collaboration between leading companies in aerospace information and intelligent computing [5]
首页无人机有了“火眼金睛”(做大做强无人机产业)
He Nan Ri Bao· 2025-07-05 23:41
Core Viewpoint - The low-altitude economy is gaining momentum, supported by the development of a "low-altitude smart network" that enhances drone operations and management [1][2]. Group 1: Low-altitude Smart Network - The low-altitude smart network utilizes communication, perception, and navigation technologies to create an intelligent digital network system with communication, monitoring, and service functions [2]. - The establishment of the largest 5G-A integrated network in China covers over 1,200 square kilometers of urban airspace, achieving a tenfold improvement in drone positioning accuracy compared to traditional GPS [3]. - The smart monitoring system can track up to 300 drones simultaneously, providing real-time data on location, speed, and other metrics to ensure flight safety and efficient regulation [3]. Group 2: Achievements and Future Plans - The low-altitude smart network has led to significant achievements, including winning awards at the "Bloom Cup" 5G application competition and the Mobile World Congress in Barcelona [3]. - The Blue Sky Laboratory plans to initiate 12 research projects and assemble a research team of at least 300 members to address technical challenges faced by small and medium-sized drones in various applications [4]. - The low-altitude economy in Anyang is expected to continue developing in infrastructure, application scenarios, and industry growth, driven by the capabilities of the low-altitude smart network [4].
3万余名学员从上街区“起飞” 低空经济催生“飞手”考证热
He Nan Ri Bao· 2025-07-05 23:27
Group 1 - The core viewpoint of the articles highlights the rapid growth of the drone industry and the increasing demand for certified drone operators in Zhengzhou, reflecting the booming low-altitude economy [2][3][4] - Zhengzhou's Xiaoshan Airport has seen a historic milestone with over 1,000 students participating in drone pilot certification exams, indicating a significant rise in talent demand within the drone sector [2][3] - The region has trained over 30,000 drone operators in the past decade, supplying skilled professionals for various applications such as agricultural protection, emergency rescue, and logistics [3] Group 2 - The training system in Zhengzhou is described as a closed-loop model, integrating flight space, ground facilities, and professional training to create a comprehensive support system for drone pilot education [4] - A tripartite collaboration model involving government guidance, enterprise participation, and academic cooperation has been established to enhance drone training and certification [4] - Zhengzhou's action plan for 2024-2026 aims to exceed 200 low-altitude economy-related enterprises and achieve an industry scale of over 20 billion yuan, providing strong policy support for talent cultivation and industry development [4] Group 3 - The establishment of the "Low Altitude Smart Network" is crucial for the low-altitude economy, utilizing communication, perception, and navigation technologies to create an intelligent digital network system [6][7] - The network enhances drone operation safety and efficiency by enabling real-time tracking of multiple drones and improving positioning accuracy by tenfold compared to traditional GPS [7] - The "Smart Network" is expected to drive innovation and application in the low-altitude economy, with plans to initiate 12 research projects and form a research team of at least 300 members to tackle technical challenges in various drone applications [8]
机构:2027年国内低空经济整体规模有望达1.6万亿元
Zheng Quan Shi Bao Wang· 2025-07-02 00:57
该机构认为,政策驱动及行业技术快速迭代推动下,低空经济规模增势强劲。政策方面,可关注基础设 施建设、空域管理、城市试点等方面的专项政策,同时注意政策驱动向业绩驱动的转变。低空制造方 面,重点关注新型航空器的突破进展(如eVTOL、飞行汽车、氢能航空器等适航三证的获取、技术迭 代等),关注动力航电等关键稀缺、高价值量高利润环节;基础设施建设重点关注,(1)低空基建规 划设计/提供整体解决方案的设计院:持续深耕规划类业务,具有区位和资质优势,与多地方政府密切 合作;(2)空管平台产品及服务的提供商:空管项目落地进展快,业务毛利率高,龙头企业毛利率 30%—40%;(3)通信、导航、地图相关企业:通过融合发展5G、人工智能、大数据、天基互联网建 立"低空智联网",有望带动云计算、通信、导航、地图相关企业发展。应用运营方面,关注各地应用场 景清单以及示范试点项目,率先关注文旅、物流两大场景的规模化,后续关注城市空中交通场景商业化 进展。 粤开证券指出,低空经济产业链涉及制造、服务、消费等多个环节,我国低空经济发展已具备较好产业 链基础。政策驱动及行业技术快速迭代推动下,2024年低空经济指数跑赢大盘,2025年上半年 ...
紧抓2025年服贸会主宾省机遇,“安徽服务”亮出科技新名片
Bei Jing Shang Bao· 2025-06-27 12:57
Group 1 - The "2025 China International Service Trade Fair Anhui Province Promotion Roadshow" was successfully held, showcasing the collaboration between Beijing and Anhui in promoting service trade [1][3] - Approximately 120 representatives from government agencies, financial organizations, and key enterprises in Anhui attended the event, highlighting the importance of participation from local businesses [1][3] - Anhui Province has been designated as the guest province for the 2025 Service Trade Fair, providing a significant opportunity to showcase "Anhui Services" and deepen international cooperation [3][4] Group 2 - The 2025 Service Trade Fair will take place at Shougang Park, emphasizing four key features: global service trade trends, authoritative forums, international business matchmaking, and a vibrant exhibition town [3][4] - The financial services exhibition will cover an area of approximately 11,000 square meters, focusing on "Digital Intelligence Driving Open Win-Win" and integrating various dimensions such as exhibition, research, negotiation, and experience [4] - The telecommunications, computing, and information services section will focus on cutting-edge technologies like low-altitude intelligent networks, 5G-A, humanoid robots, and AI, with plans for high-end forums and international buyer negotiations [4][5] Group 3 - Key technology enterprises from Anhui shared their latest practices in technology innovation and industrial application, particularly in AI and humanoid robots, during the promotion event [5] - The event facilitated in-depth discussions among participating enterprises on topics such as technological innovation and industrial cooperation, creating a vibrant atmosphere for exchange [5] - The promotion activities served as a platform for Anhui's outstanding enterprises to showcase their strengths and innovations, effectively preparing for their participation in the upcoming Service Trade Fair [5]
2025低空技术与工程大会在京举办,多方热议“低空经济”发展新蓝图
Cai Jing Wang· 2025-06-09 07:53
Core Insights - The 2025 Low Altitude Technology and Engineering Conference was held in Beijing, focusing on the development of low-altitude economy and its applications in various sectors [1][2][3] Group 1: Key Themes and Discussions - The core framework of the low-altitude economy includes five development elements: market scenarios, airspace management, technological support, policy guarantees, and safety [1] - Typical application scenarios discussed include urban transportation, where advanced drone technology combined with traffic big data can alleviate congestion and improve efficiency [1] - The importance of talent cultivation in the low-altitude economy was emphasized, highlighting the need for composite talents who understand both drone technology and specific industry requirements [2] Group 2: Infrastructure and Technological Development - The concept of "three networks and one system" was proposed for low-altitude logistics, which includes low-altitude aircraft networks, ground communication networks, and a unified operational and regulatory standard system [2] - China Mobile is developing a low-altitude intelligent network leveraging its extensive 5G infrastructure, aiming to provide reliable solutions for government regulation and enterprise applications [2] - The establishment of innovation platforms for technology transfer and industry incubation was announced, aimed at bridging the gap between laboratory results and market applications [3][4] Group 3: Policy and Economic Development - The conference saw the launch of the "Low Altitude Technology and Engineering Development Report" and the "Low Altitude Technology Industry Innovation Scenario List," which provide strategic guidance for the development of the low-altitude technology industry [4] - The establishment of the National Youth Drone Technology Level Examination aims to standardize the evaluation of drone operation skills among youth, promoting industry standardization [5] Group 4: Regional Development and Opportunities - The Yanqing District has become a hub for low-altitude technology, housing over a hundred leading enterprises and establishing a complete industry chain from R&D to manufacturing [6][7] - Yanqing's unique resources, including an independent airspace and supportive policies, have facilitated the growth of the low-altitude industry, with initiatives like the first forest fire prevention drone application base [7] - The integration of low-altitude technology with tourism is being explored, enhancing management efficiency and service levels in scenic areas [7]
6月重要政策催化,最新利好领域梳理(附名单)
摩尔投研精选· 2025-05-30 10:48
Core Viewpoint - The market in May showed a pattern of fluctuating trends with rapid sector rotation, indicating a lack of sustained momentum and clear profit-making opportunities. The expectation for June is a shift towards large-cap growth stocks, with core assets expected to show early signs of profit recovery [1]. Group 1: Market Trends - In May, various sectors were frequently speculated upon, including Huawei's HarmonyOS, military aircraft, and innovative drugs, reflecting poor market sustainability and rapid rotation among sectors [1]. - The anticipated market style for June is a transition to large-cap growth, with a focus on core assets showing profit inflection points [1]. Group 2: Emerging Hot Topics for June - **Low-altitude Economy**: Recent policies in regions like Sichuan and Shandong support low-altitude economic development, including a 30 billion yuan special fund and the establishment of 400 digital takeoff and landing platforms [3]. - **AI and Robotics**: Significant breakthroughs in AI technology have been noted, with advancements in models from Anthropic and Google, as well as ongoing optimizations in domestic models like Baidu's Wenxin and iFlytek's Spark [5]. - **6G Technology**: The global research on 6G technology standards has officially commenced, with China leading the development process, aiming to complete the first version of technical specifications by 2029 [6]. - **Semiconductor Self-sufficiency**: The U.S. has intensified semiconductor export controls against China, prompting accelerated domestic alternatives and a notable increase in the domestic EDA tool localization rate to 35% within a week [7]. - **Federal Reserve Policy Shift**: The upcoming Federal Reserve meeting is expected to provide economic outlooks, with market speculation leaning towards potential interest rate cuts in late 2025, which could benefit high-debt sectors like real estate and consumer goods [8]. Group 3: Key Companies and Sectors - **Low-altitude Economy**: Key players include SF Holding (drone delivery network), Zhongyun Drone (military-to-civil technology), and Huace Navigation (low-altitude smart network) [3][4]. - **AI and Robotics**: Core companies include Zhongke Shuguang (computing chips), Inspur Information (servers), and Keda Xunfei (AI applications in education and healthcare) [5][4]. - **6G Technology**: Major companies involved are ZTE Corporation (base station equipment) and China Satellite Communications (satellite manufacturing) [6][4]. - **Semiconductors**: Key firms include Zhongwei Company (etching machines) and Zhaoyi Innovation (NOR Flash) [7][4]. - **Real Estate and Gold**: Notable companies are Poly Development (state-owned enterprise reform) and Shandong Gold (benefiting from rising gold prices) [8][4].
身边竟藏着下一个“基建狂魔”?三年撬动万亿市值真相几何
Sou Hu Cai Jing· 2025-05-28 09:14
Core Viewpoint - The low-altitude economy is reshaping various industries and is expected to become a significant part of urban life in China by 2030, similar to the impact of "Internet+" on various sectors [1][3]. Group 1: Investment and Financing - The low-altitude economy has seen a notable increase in financing led by industrial funds and state-owned capital, with over 20 provinces and cities in China establishing industrial funds totaling over 100 billion yuan [3]. - Local governments are actively involved through special bonds and industrial funds, implementing over 20 supportive policies, such as subsidies for eVTOL sales [3][4]. - The investment focus of these industrial funds is on infrastructure and core technologies, with examples including the establishment of low-altitude economic industrial funds in Shenzhen and significant investments in drone battery projects in Liaoning [3][4]. Group 2: Market Opportunities - The low-altitude economy encompasses three main components: hardware (drones, eVTOLs), software (air traffic management systems), and applications across various industries [7]. - Key sectors within the low-altitude economy include logistics, low-altitude passenger transport, and agricultural applications, with companies like DJI leading in agricultural drone usage [5][12]. - The potential for low-altitude flying is contingent on urban population density and consumer spending power, which are currently limiting factors in some cities [5]. Group 3: Technological Integration - The development of the low-altitude economy is heavily reliant on advancements in technology, including centimeter-level positioning, 5G remote control, and blockchain for insurance [8][12]. - The integration of airspace and data is crucial for the growth of the low-altitude economy, which is becoming increasingly intertwined with civil aviation, equipment manufacturing, and information communication [13]. - A new infrastructure framework, termed the "low-altitude smart network," is being established to support the operational needs of low-altitude applications, integrating communication, perception, navigation, and computing networks [14][16].