作者的民航人视角为我们展现了从技术和管理融合的角度，如何去解析低空经济以及如何更好地发展低 空经济。本书的针对性也很强，并且很广泛，对企业家投资，对政策制定者的监管，对技术专家的不同 治理模式，都或有一定启发。 在当下的人工智能、大数据时代，发展低空经济可谓正当其时。AI作为新一轮科技革命和产业变革的 重要驱动力量，正在深刻改变人们的生产生活方式，对低空经济而言，除了必须具备的作为保障的通信 导航监视技术，AI技术的应用可以赋能低空经济的发展。比如，AI可以赋能低空交通的规划、运行和 管理；可以优化无人机的飞行路线和任务规划。 近期，笔者阅读了由电子工业出版社出版的、吴仁彪教授所写的新书《低空经济的过去、现在和未 来》。这本书虽然是一本看似严肃的学术类、经济类书籍，但是其缘起却是作者在使用AI软件后受到 启发有感而写，成就了这本对政府监管、企业家投资、普通读者都有启发的关于低空经济的书籍。 本书是以一位民航人的专业视角，从技术和管理融合创新的角度，详细介绍了低空经济的概念和应用场 景，作者回顾了上一轮通用航空热走过的弯路，对未来低空经济发展提出了独到的思考与建议。 书中开篇的一个序总结得非常到位："不了解低空 ...

Core Viewpoint - The article discusses China's strategic maneuvering in the iron ore market, particularly its efforts to challenge the dominance of the US dollar in global trade by proposing alternative settlement methods for iron ore transactions with Australia [1][2]. Group 1: Strategic Moves - China has suggested to domestic buyers to pause purchasing iron ore from BHP Billiton in US dollars, targeting the company's dollar-based trading system [1]. - This move is seen as a strategic shift to divert attention from the heavily defended oil market to the relatively less scrutinized iron ore sector, creating a tactical advantage for China [2]. - The strategy reflects China's broader goal of reducing reliance on the US dollar and establishing a more diversified currency settlement system in international trade [6]. Group 2: Resource Control - China has prepared for potential disruptions in iron ore supply by securing significant stakes in iron ore projects in Africa and South America, such as the Simandou project in Guinea, which holds over 10 billion tons of high-quality iron ore [3]. - The collaboration with Brazil's Vale further strengthens China's position in the global iron ore market, allowing it to negotiate better terms with Australian suppliers [3]. Group 3: Economic Implications - China offers two options to Australia: continue using the US dollar for transactions or switch to renminbi, which could enhance profits by avoiding dollar conversion fees [5]. - This approach tests the resilience of the US-led alliance system, particularly as Australia is a key ally in the Asia-Pacific region [5][8]. - If Australia opts for renminbi settlements, it could set a precedent that influences other US allies, potentially destabilizing the existing dollar-centric trade framework [5][8]. Group 4: Global Trade Dynamics - The article emphasizes that the current international monetary system is undergoing significant transformation, with China's push for renminbi settlements aiming to create a dual-currency supply-demand cycle [6]. - This shift could gradually reduce the dominance of the US dollar in global trade, as more countries engage in direct trade with China using renminbi [6]. - The strategic positioning of Australia in this context is critical, as any shift in its trade practices could have far-reaching implications for the US's network of allies [8][9].

"从区域中心到全国基地，这凸显了国家层面对成都制造业发展的明确要求和更高期望。"西南财经 大学西财智库首席经济学家汤继强指出，"全国先进制造业基地"非常具体地指向实体经济的核心部分， 将成为国家参与全球高端制造业竞争的重要战略支点。 这是一个足以"点燃"工业界的重磅消息——落地成都的国内首条第8.6代AMOLED显示器件生产线 有望年内"点亮"。这一四川迄今投资体量最大的单体工业项目，将助力成都成为全国最大的柔性面板生 产基地。 产业强，则经济强。有研究测算显示，工业增加值每增长1个百分点，至少能带动经济增长0.5个百 分点。四川经济不断攀升的过程，也是向工业强省跨越的过程。 近期，省委、省政府正式印发《关于支持成都做优做强极核功能加快高质量发展的意见》（以下简 称《意见》），明确提出成都要"深化重点产业建圈强链，加快建设全国先进制造业基地"。 建设全国先进制造业基地，是GDP超2万亿元经济体量背后，成都构筑城市竞争力的关键基石。成 都如何以更大力度、更实举措、更强担当，全面提升在全国发展格局中的战略位势与功能能级？ 产业兴城：把"基石"做大做强 成都被国家赋予建设西部经济中心、西部科技创新中心、西部对外交往 ...

开源证券认为，低空经济已经迎来从宏观(国家层面产业规划)到中观(各地地方补贴)再到微观(基建主机 招标、应用场景打造)的纵向落地，建议关注低空经济后续板块行情。 深圳市交通运输局印发《深圳市支持低空经济高质量发展的若干措施》实施细则，自2025年10月9日起 施行，有效期至2026年12月31日。 国泰海通证券认为，近年来，低空经济相关政策逐步细化，行业日渐走向成熟。随着行业规模不断扩 大，布局相关产业链的企业投资价值凸显。1)低空经济本质是空域资源的高效开发与立体化产业协同， 当前行业配套政策正日趋完善。2)消费级市场初露锋芒，工业级低空场景方兴未艾。消费级市场方面， 智研咨询数据显示，2024年中国消费级无人机市场规模达488.99亿元，同比增长20%。工业级市场方 面，中商产业研究院数据显示，2023年中国工业无人机及其相关服务产业市场规模达1134亿元，相较于 消费级低空市场展现出更高发展潜力。3)无人机产业化进度较快，政策标准仍有完善空间。无人机是低 空经济领域增长最为显著的赛道之一。 ...

高邮市委书记田醒民介绍，高邮抢抓发展新机遇，将省级高新区作为低空经济产业发展"主战场"。此 外，该市正在建设中的低空经济科技产业园，集研发制造、运营服务、人才引培与应用示范于一体，将 全力推动低空经济产业蓄势起航。"打造低空经济新高地，是扬州把握新机遇、培育新动能的战略抉 择。"扬州市委常委、宣传部部长张长金表示，扬州市低空经济产业学院的成立，将为扬州抢占新赛 道、发展新质生产力注入强劲动能。 （文章来源：科技日报） 9月20日，扬州市低空经济产业学院揭牌仪式暨产业发展研讨会在江苏省扬州市高邮市举行。中国工程 院院士、武汉大学教授张祖勋，以及中国工程院院士，中南大学校长、教授李建成等专家学者及相关领 域嘉宾出席活动。 "成立低空经济产业学院是学校服务国家产业战略、深化产教科城融合发展的重要举措。"扬州市职业大 学党委书记马顺圣表示。记者了解到，近年来，扬州市紧扣"制造强市"目标，立足航空材料、线缆等产 业基础，重点布局工业无人机、eVTOL核心部件及通航整机制造等产业集群。同时，该市以智慧物 流、应急救援等场景开放为牵引，加速科研成果转化和低空经济业态培育。 ...

Group 1 - Chengdu has established 30 "Belt and Road" supply chain service stations, including 14 overseas stations, with plans to build 6 more this year to enhance support for enterprises going global [1] - The State Council has emphasized the need to improve the overseas comprehensive service system to support enterprises in international cooperation and competition [1] - Chengdu initiated the "Belt and Road" supply chain service station construction last year, providing a "one-stop" service for local enterprises to expand internationally [1] Group 2 - The Wanxiang Supply Chain Service Station facilitated a cooperation agreement worth over 100 million RMB between a local company and a Laotian group, marking a breakthrough in export business for the company [2] - The service station has helped local companies connect with overseas resources and demands, resulting in over 4 million RMB in export revenue last year [2] - The service station is also promoting the establishment of an export center for Sichuan products in Vientiane and assisting in building a medical training branch with the Laotian Ministry of Health [3] Group 3 - The "Belt and Road" supply chain service stations provide essential services such as resource connection, logistics organization, and policy consultation, reducing costs and risks for enterprises going abroad [4] - A local international trade company has successfully resolved logistics challenges through the service station, enhancing its export capabilities to Central Asia [4] - The establishment of a new multi-modal transport route has reduced transportation time for agricultural products from Chengdu to Russia by one-third, facilitating increased exports [5] Group 4 - The number of overseas service stations is set to increase to 20 by the end of the year, covering all five continents and enhancing the overseas comprehensive service system [6] - The service stations operate with a model of "5 centers + 1 station," providing effective matching services for domestic and foreign enterprises [6] - The service stations have already facilitated 5 major categories and 10 subcategories of trade opportunities, resulting in an additional trade volume of 500 million RMB [7]

今天分享的是：毕马威：国资国企发展低空经济正当时 报告共计：44页 毕马威《国资国企发展低空经济正当时》核心内容总结 2024年是低空经济发展元年，在国家与地方政策推动下，低空经济成为战略新兴产业与新质生产力培育重点领域。截至2024年底，全国低空经济相关企业超 7.1万家，2024年新注册企业占比14%，产业潜力巨大。 国资国企在低空经济发展中承担重要责任。低空经济产业链长、技术融合难度大，且需长期资本投入，国资国企凭借技术创新、产业链整合及抗风险能力优 势，能发挥引领作用。例如八家央企组建创新联合体，西南某城投公司打造产业园并获多条试点航线。从企业分布看，175家相关上市公司中民企占比 67%，国企虽仅27%，但平均资产与营收分别是民企的12.7倍、13.3倍，且2022-2024年年均复合增长率达18.6%，增长韧性更强。 国资国企发展低空经济需多维度发力。差异化发展方面，要契合区域规划，如广州聚焦智能航空器、成都侧重工业无人机，同时加大核心技术攻关，填补运 营服务、场景应用等领域空白；集群式发展方面，多地布局产业园与产业基金，国资国企可通过建产业园、搭创新平台、设产业基金争当"链主"，目前成德 绵自凉 ...

西南证券认为，国家战略聚焦低空经济新赛道，各地相继出台低空经济发展纲领性政策，国资央企密集 成立低空经济公司。从应用场景来看，低空物流、低空旅游等应用场景先行，其他领域亦在积极探索过 程中。头部eVTOL主机厂订单激增，低空经济产业链规模化发展态势清晰。 国泰海通证券认为，1）低空经济本质是空域资源的高效开发与立体化产业协同，当前行业配套政策正 日趋完善。2）消费级市场初露锋芒，工业级低空场景方兴未艾。中商产业研究院数据显示，2023年中 国工业无人机及其相关服务产业市场规模达1134亿元，相较于消费级低空市场展现出更高发展潜力。 3）无人机产业化进度较快，政策标准仍有完善空间。无人机是低空经济领域增长最为显著的赛道之 一。4）低空经济相关政策逐步细化，行业日趋成熟。随着行业规模不断扩大，布局相关产业链的企业 将率先受益，投资价值凸显。 2025全国低空经济产教融合发展大会（天津）于9月19日至21日举办。 ...

Economic Overview - Hubei's economic total has surpassed 6 trillion yuan, achieving the "14th Five-Year Plan" target one year ahead of schedule [3][4] - The province's growth is driven by the integration of traditional industries and new economic drivers, leveraging its geographical advantages as a central hub in China [3][4] Industrial Transformation - Hubei is undergoing significant industrial transformation, particularly in the automotive sector, with a focus on transitioning from traditional vehicles to new energy vehicles [6][7] - The automotive industry in Hubei is set to exceed 1 trillion yuan in scale by 2024, with new energy vehicles accounting for a growing share of the market [7] Emerging Industries - Hubei is actively developing low-altitude economy initiatives, including the establishment of a general airport in Zhushan County, which serves as a testing ground for drones and low-altitude logistics [8][9] - The province's high-tech manufacturing sector has seen a 13.5% increase in value added, contributing significantly to overall industrial growth [9] Regional Specialization - Hubei's traditional industries are evolving, with regions like Tianmen leveraging their textile heritage to establish a strong e-commerce presence, resulting in a significant increase in transaction volumes [11][12] - The agricultural sector is also thriving, with regions like Suizhou focusing on specialty products like mushrooms, achieving substantial export growth [13] Cultural and Tourism Development - The cultural and tourism sector in Hubei is becoming a key driver of economic growth, with significant increases in visitor numbers and revenue [16][17] - Initiatives like the digital transformation of cultural sites, such as Wudang Mountain, are enhancing visitor experiences and driving tourism growth [18][19]

Core Viewpoint - Hubei province has achieved significant economic growth, surpassing 6 trillion yuan ahead of the "14th Five-Year Plan" target, driven by its geographical advantages and diverse industrial base [1] Economic Growth and Industrial Development - Hubei's geographical position as a hub along the Yangtze River enhances its connectivity and economic potential [1] - The province has established trillion-yuan industries in automotive, optoelectronics, and health, showcasing its industrial strength [1] - The automotive sector is undergoing a transformation towards new energy vehicles, with companies like Lantu Auto achieving significant sales growth [2][4] Automotive Industry Transformation - Lantu Auto has seen a cumulative sales volume of 68,263 vehicles from January to July this year, marking an 88% year-on-year increase [2] - The factory in Wuhan has a production capacity of 150,000 new energy vehicles annually, with a focus on customized production [4] - In the first seven months of this year, Hubei's passenger car sales reached 462,097 units, with new energy vehicles accounting for 54.43% of the market share, reflecting a 39.52% increase [4] Low-altitude Economy and Innovation - Hubei is developing a low-altitude economy, with a general airport in Zhushan County serving as a testing ground for drones and low-altitude logistics [5][6] - The airport has attracted 18 companies and has established multiple drone production lines, enhancing the local economy [6][7] Agricultural and E-commerce Development - The textile industry in Tianmen has transitioned towards e-commerce, with the clothing e-commerce transaction volume increasing from 7 billion yuan in 2021 to over 50 billion yuan in 2024, achieving an annual growth rate of 92% [8][9] - The mushroom industry in Suixian has also embraced e-commerce, with sales exceeding 1 billion yuan through online platforms [10] Cultural and Tourism Sector Growth - Hubei's cultural and tourism sector is thriving, with significant revenue growth and an increase in tourist numbers, driven by investments in cultural heritage and tourism infrastructure [11][12] - The province aims to establish a "520100" scenic brand system to enhance its tourism appeal [13] Conclusion - Hubei's diverse economic landscape, characterized by industrial transformation, agricultural innovation, and cultural tourism development, positions it as a key player in China's economic growth [1][11]