7月15日，小鹏汇天宣布完成2.5亿美元B轮融资，此轮融资将用于小鹏汇天飞行汽车研发、规模量产 和商业化进程。去年8月，该公司获得1.5亿美元的B1轮融资，投资方主要是来自广州的地方产投， 包括广开控股、广州金控集团、广州开发区投资集团等。该公司称，目前小鹏汇天飞行汽车量产工厂 已经封顶，计划在今年第四季度竣工，"陆地航母"也将在2026年量产交付。 ...

来源：环球网 【环球网科技报道 记者 郑湘琪】大国重器盾构机"大湾区号"、充满未来感的飞行汽车、能耗与安全双 突破的甲醇增程动力船舶……近日，在第十七届国际交通技术与设备展览会（以下简称"国际交通展"） 上，一系列创新成果集中亮相，勾勒出中国交通领域的智慧化、绿色化未来蓝图。 当前，随着低空经济支持政策持续出台，以及相关技术不断迭代，飞行汽车从科幻照进现实。本届国际 交通展上，广汽高域展台的多旋翼飞行汽车AirCab吸引了不少观众的目光。高域相关负责人告诉记者， AirCab主要应用于低空游览的文旅出行场景，为游客提供了独特的空中视角，可深度体验自然风光与城 市魅力。 又是一架能塞进汽车后备舱的"飞机"，将在2026年正式上市并交付。 事实上，这些创新产品的落地进程也正与我国低空经济整体发展形成共振。中国低空经济联盟发布的 《低空经济发展趋势报告》显示，随着中国主要大城市的空中交通网络和地面飞行服务设施基本建成， eVTOL也将加速商业化，市场价格将逐渐降低。到2030年，中国eVTOL市场保有量有望突破10万架。 在低空经济驶入发展"快车道"的同时，我国交能融合新趋势也正迸发无限活力。本届国际交通展期间， ...

朱克力 | 立方大家谈专栏作者 "十四五"即将收官，这五年，中国经济社会发展历经风雨却成果丰硕。在世纪疫情、贸易霸凌等多重挑战下，经济依然保持稳健增长，创新驱动成效显 著，民生福祉持续改善。其中，数字经济、人工智能、低空经济等新兴领域异军突起，所孕育的"新质生产力"成为高质量发展的核心动能。 这种以科技创新为内核、场景应用为载体的新型生产力，不仅重塑着产业格局，更在国家发展全局中占据战略地位。深入剖析这些领域的发展路径与内在 逻辑，对于理解中国经济的韧性与潜力，展望未来发展方向，具有重要意义。 数字经济：重构经济格局的核心引擎 数字经济作为引领未来发展的重要力量，在"十四五"期间实现了规模与质量的双重跃升，其对经济社会的渗透与重塑效应愈发显著。 从规模扩张来看，2024年我国数字经济规模已达50.2万亿元，占GDP比重提升至41.5%，较"十三五"末增长约20万亿元，占比提高6.5个百分点。这一增长 态势并非简单的数量叠加，而是伴随着质量的提升与结构的优化。在电商领域，线上零售规模于2024年达到15.3万亿元，同比增长11.8%，阿里巴巴、京 东等头部企业通过技术创新不断丰富消费场景，从单纯的商品交易向"消 ...

1. 大而美法案通过，美国电动车税收抵免将于9月30日终止。 2. 19.58万起，小鹏G7上市9分钟大定破1万台。 3. 据悉特斯拉6月份在德国的新车销量同比下降60%，至1,860辆。 4. 中国Robotaxi出海欧洲 小马智行启动卢森堡道路测试。 5. 小鹏汽车：预计2026年，小鹏汇天飞行汽车"陆地航母"也将量产交付。 1. 美国取消全球三大芯片设计软件供应商对华出口限制。 2. 由于缺乏客户，三星美国芯片工厂延迟完。 3. 国内首张芯片级后量子密码卡问世。 金十数据整理：每日科技要闻速递（7月4日） 新能源汽车： 集成电路（芯片）： 其他： 1. 投资方：宇树科技或于科创板IPO。 2. 试验二十八号B星01星发射成功。 3. 欧盟将于年底出台人工智能规定指导意见。 4. 前OpenAI首席科学家Ilya Sutskever担任SSI首席执行官。 5. 上海推出"交通安全码" ，外卖快递骑手需持"绿码"接单。 6. 国家药监局发布十大举措，全力支持高端医疗器械重大创新。 7. 员工曝罗马仕已通知全面停工停产，工资只发到6月份。罗马仕深夜发文：公司没有倒闭。 ...

小鹏汽车(09868.HK)：预计2026年，小鹏汇天飞行汽车"陆地航母"也将量产交付。 ...

Core Viewpoint - The emergence of flying cars is becoming a reality, with significant market potential in China's low-altitude economy, projected to reach 3.5 trillion yuan by 2035, prompting major automotive companies to pivot towards this new sector [1] Group 1: Development of Flying Cars - Multiple flying cars have entered the test flight phase, including GAC Group's AirCab, which is priced under 1.68 million yuan and features a dual-structure design for both ground and aerial travel [2] - XPeng's "Land Carrier" flying car consists of two parts: a land vehicle and a flying vehicle, showcasing the versatility of flying cars in urban commuting and sightseeing [2][3] - The eVTOL (electric Vertical Take-Off and Landing) design is the mainstream direction for flying cars, offering advantages such as shorter travel times and higher efficiency compared to ground transportation [4] Group 2: Market Potential and Infrastructure - The eVTOL market is expected to grow significantly, with projections indicating over 100,000 units in China by 2030 as urban air traffic networks develop [5] - The automotive industry's existing infrastructure, such as charging stations and parking facilities, can be adapted for eVTOL use, enhancing the feasibility of flying cars [7] - Government policies are increasingly supportive of the low-altitude economy, with strategic plans encouraging the development and commercialization of flying car technologies [7][8] Group 3: Technological Synergies - The automotive and low-altitude economy sectors share significant technological synergies, particularly in areas like battery systems and autonomous driving technologies, which can be leveraged for flying car development [6] - Approximately 70% of eVTOL components are compatible with those used in electric vehicles, allowing automotive manufacturers to utilize their production expertise in the flying car sector [6] Group 4: Consumer Demand and Future Outlook - There is a growing demand for urban and intercity air travel solutions, with products like GAC's AirCab capable of reducing travel time significantly [9] - Despite the excitement surrounding flying cars, large-scale commercialization is still a few years away due to existing technological and infrastructural challenges [10] - Continuous innovation and collaboration across sectors are essential for overcoming barriers to the successful integration of flying cars into the transportation ecosystem [11]

Core Insights - GAC Group launched the GOVY AirCab flying car at the Hong Kong International Auto Expo, with a price not exceeding 1.68 million yuan, making it more affordable than traditional aircraft [2] - Within 24 hours of the price announcement, nearly 1,000 pre-orders for the GOVY AirCab were received, exceeding expectations [2] - The GOVY AirCab is set to enter the airworthiness certification phase, with plans for demonstration operations by the end of 2025 and mass production by the end of 2026 [2] Group 1: Industry Development - Guangzhou is leading the eVTOL (electric vertical takeoff and landing) sector in China, with GAC Group and XPeng's flying vehicles progressing towards mass production [2][3] - The production line for GAC's flying car is expected to be completed by early next year, with a focus on advanced manufacturing technologies and a robust supply chain [4] - Guangzhou has over 4,000 low-altitude economy-related enterprises, ranking second nationally, and has established a comprehensive new energy vehicle industry system [5] Group 2: Market Applications - The GOVY AirCab is designed for urban short-distance connections and tourism, with plans for demonstration operations in Guangzhou by the end of this year [6] - XPeng's "land aircraft" has received over 4,000 orders, indicating strong market interest beyond tourism and short-distance connections [7] - The flying cars are expected to evolve into a part of urban transportation, providing efficient commuting solutions [7] Group 3: Future Projections - The low-altitude economy is projected to reach a market scale of 2 trillion yuan by 2030, requiring real application scenarios to support this growth [8] - The development of low-altitude economy infrastructure in Guangzhou is progressing, with 99 application scenarios identified and 30 operational entities approved [10] - Experts highlight Guangzhou's advantages in low-altitude economy development due to its strong automotive industry base and supportive government policies [12]

Core Viewpoint - The automotive industry is currently facing a dual narrative of technological advancement and price competition, with a significant emphasis on the need for a shift from price wars to value wars focused on technology and service [1][3][7]. Group 1: Industry Challenges - The Chinese automotive industry is experiencing a decline in profit margins, with a profit rate of only 4.3% in 2024, dropping to 3.9% in the first quarter of 2025, which is below the average of 5.6% for downstream industrial enterprises [3]. - A total of 227 vehicle models saw price reductions last year, with electric vehicles experiencing an average price drop of 18,000 yuan, exceeding 9% [3]. - High inventory levels, reaching 3.5 million passenger vehicles by the end of April, including 850,000 electric vehicles, are pressuring companies to reduce prices [4]. Group 2: Industry Responses - The China Automotive Industry Association has called for an end to the chaotic price wars, urging companies to focus on technology and service rather than price competition [3][5]. - Industry leaders at the auto show expressed a consensus that companies should "compete on technology and service, not on price" [3][5]. - The shift towards a "value war" is seen as essential for sustainable growth, with a focus on technological innovation as the core breakthrough point [7]. Group 3: Innovations and Developments - The auto show showcased significant technological advancements, such as Huawei's autonomous valet parking and BYD's megawatt fast-charging technology, indicating a move towards high-quality, intelligent vehicles [7][8]. - Companies are also enhancing customer service experiences, with initiatives like cross-province test drive services and free vehicle pick-up for maintenance [8]. Group 4: Market Opportunities - The industry is exploring international markets as a strategy to counteract domestic price competition, with companies seeking to establish differentiated competitive advantages abroad [12]. - There is a growing interest in identifying niche markets for electric vehicles, as demonstrated by the success of models like the Wuling Hongguang MINIEV in specific regions [12].

要闻提示 NEWS REMIND 1.曝"中金系"高管安国邦加盟蔚来出任副总裁，或将负责融资找钱 2.阿里自曝：被DeepSeek逼急了，工程师春节睡办公室搞研发 3.哪吒汽车通知员工居家办公！声明称正式进入重整程序 4.多位奔驰车主爆料：一觉醒来车机崩了，导航、音乐全不能用 5.曝某厂SM8850新机采用"横向大矩阵全尺寸副屏DECO"，预计为小米旗下 6.广汽首款量产飞行汽车预售价不超168万，小鹏、吉利等车企加速布局低空经济 7.Temu美区全托管将在7月底全面恢复运营 8.英伟达、三星联手投资AI机器人公司Skild AI，估值达45亿美元 今日头条 HEADLINE NEWS 曝"中金系"高管安国邦加盟蔚来出任副总裁，或将负责融资找钱 据媒体报道，6月11日，蔚来董事长、CEO李斌向公司内部发布欢迎信，宣布Bagrin Angelov（安国邦） 将担任蔚来资本市场副总裁，向首席财务官曲玉汇报。这是蔚来迎来的又一位"中金系"高管。李斌在欢迎 信中对其给予高度评价，称其在资本市场交易、企业发展战略和企业增长方面拥有超20年全球经验，曾在 中东和欧洲担任管理职务，在跨境交易、企业合资、融资和合作方面业绩出 ...

Group 1: GAC's GOVY AirCab Launch - GAC officially launched its mass-produced flying car, GOVY AirCab, at the 2025 Hong Kong International Auto and Supply Chain Expo, with a price not exceeding 1.68 million RMB [1] - The GOVY AirCab is the first mass-produced unmanned multi-rotor flying vehicle, featuring over 90% carbon fiber composite materials and multiple redundancy safety designs [1] - The flying car is set to begin demonstration operations in the Guangdong-Hong Kong-Macao Greater Bay Area this year, with deliveries expected to start by the end of 2026 [1] Group 2: Industry Trends and Competitors - Xpeng Motors is also advancing the commercialization of flying cars, with its "Land Carrier" flying car priced under 2 million RMB and a planned annual production capacity of 10,000 units [2] - The low-altitude economy, valued in trillions, is accelerating the development of flying cars, with several domestic automakers like Geely and Changan entering the market [2] - Morgan Stanley predicts that the flying car industry will create a market size of $300 billion by 2030 and grow to $9 trillion by 2050, with China potentially becoming the largest urban low-altitude transportation market [2]