Core Insights - Shandong is developing a "Sky City" to establish a new benchmark for the low-altitude industry, with over 1,400 operational drone companies, ranking third in the country [2][3] - The province has created 524 drone take-off and landing platforms, showcasing a collaborative development of manufacturing and services in the low-altitude sector [2][4] Manufacturing and Innovation - Shandong's low-altitude industry focuses on comprehensive integration, covering industrial drones, general aviation aircraft, and eVTOLs, with over 400 companies involved in manufacturing and R&D [2][3] - The province is enhancing key technology breakthroughs and innovation platforms, with some industrial drone products achieving domestic leadership in endurance, load capacity, and adaptability [2][3] Application Scenarios - Shandong has identified 30 typical low-altitude application scenarios across various sectors, including cultural tourism, logistics, and medical services, significantly improving efficiency in areas like emergency medical transport and logistics for remote regions [3][4] - The use of drones has streamlined operations in urban management, such as monitoring traffic and inspecting illegal constructions [3] Infrastructure Development - Shandong is accelerating the construction of low-altitude infrastructure, with 524 drone take-off and landing platforms and 9 low-altitude flight camps established [4] - The province has built over 4,100 low-altitude communication navigation monitoring facilities, achieving basic coverage of key airspace [4] Strategic Development - The provincial government is leveraging the "chain leader system" to guide regional industrial layouts and enhance the low-altitude industry chain, focusing on equipment manufacturing and application [5] - Shandong encourages collaboration among enterprises, research institutions, and users to strengthen core technology development and support the establishment of innovation centers [5]

全球工业智能移动机器人市场正以27.5%的复合增速扩张，预计2029年规模达30.03亿美元。斯坦德 作为中国工业移动机器人头部企业，2022-2024年营收从0.96亿元增至2.51亿元，复合增长率 61.3%，远超行业26.8%的增速。毛利率从12.9%提升至38.8%，显示产品竞争力增强 。 然而，公司三年累计净亏损达2.73亿元，主要源于高研发投入（占营收18-21%）及市场拓展成本。 按2024年销量计，斯坦德位列全球工业移动机器人第五、具身智能机器人第四，在3C电子和汽车行 业均居全球第二 。 02 技术优势与市场表现 斯坦德的核心竞争力在于 为多样化的工业场景提供定制化的机器人解决方案 ，是中国首家实 现工 业机器人系统"世界模型"及"群体智能"的企业。其模块化设计理念（"1+N+X"）显著降低客户总拥 有成本，高端机型均价25万元/台，远高于行业8-10万元的低端产品 。 公司服务小米汽车、富士康等400余家客户，留存率超60%。在半导体领域，其晶圆搬运方案震动控 制精度<0.1G，故障率低于0.1次/千小时，较行业均值优化5倍 。 03 同业对比 导 语： 2022年，斯坦德曾因进口部件缺货 ...

Group 1 - Company Guoanda (300902) has signed an investment agreement with Shenzhen Kewitai Industrial Development Co., Ltd. to increase its shareholding to 19.81%, driven by strong order certainty for Kewitai this year, which is expected to contribute to performance growth [2] - Kewitai is recognized as a national high-tech enterprise and a national-level specialized and innovative "little giant" enterprise, focusing on the research and manufacturing of industrial-grade drone systems and wireless video transmission technology for over 20 years [2] - The investment aims to strengthen the strategic collaboration between Guoanda and Kewitai in the industrial-grade drone development and market application sectors, enhancing the integration of technology and market [3] Group 2 - Guoanda has established a comprehensive emergency rescue support base in collaboration with the Zhangzhou Emergency Management Bureau and the Huian County People's Government, which recently became operational [3] - The base is equipped with over 40 types of emergency materials and equipment, including Guoanda's self-developed drones, firefighting robots, intelligent firefighting vehicles, and micro firefighting stations [3] - The company is actively exploring new technologies and application models in the emergency rescue field, promoting the intelligent upgrade of emergency equipment and continuous improvement of rescue efficiency [3]

"当前，广东正加快构建以先进制造业为支撑的现代化产业体系。"省工信厅二级巡视员庄乐从介绍，广 东正高标准建设战略性产业集群。深入推进工业设备更新和技术改造、消费品以旧换新，出台"人工智 能+"、生物医药、加快培育未来产业行动方案、人工智能与机器人创新发展等政策，成立人工智能与 机器人产业创新发展工作领导小组。已形成9个万亿级产业集群，8个先进制造业集群入选"国家队"。 全省区域创新综合能力连续8年居全国首位，"深圳—香港—广州"科技集群连续5年位列全球创新指数第 二位，全省研发经费投入突破5100亿元领跑全国；粤产工业机器人占全国市场总量超四成，消费级无人 机市场份额占全国95%，人工智能核心产业规模超2200亿元…… 世界新一轮科技革命和产业变革正带来前所未有的新挑战与新机遇。广东正以科技创新为驱动，突破关 键核心技术，加快构建更具国际竞争力的现代化产业体系，迈向全球产业链价值链高端，为高质量发展 注入更多推动力、支撑力。 创新驱动▷▷ 已形成9个万亿级产业集群 现代化产业体系是现代化国家的物质技术基础。广东将推进产业科技创新、发展新质生产力、建设现代 化产业体系视为战略之举、长远之策。 6月23日，202 ...

Investment Rating - The industry investment rating is "Recommendation," indicating an expected increase in the industry index by more than 5% over the next 3-6 months compared to the benchmark index [49]. Core Insights - The report emphasizes the strategic importance of the U.S. government's executive order aimed at enhancing the leadership position of American drone systems and accelerating the eVTOL pilot programs [5][9]. - It highlights the potential for significant growth in the low-altitude economy, particularly in three application scenarios: new consumption in cultural tourism, manned (passenger) transport, and specialized uses [35][34]. - The report identifies key players in the industry, including manufacturers and supply chain participants, and suggests focusing on segments with high growth potential from 2025 to 2027 [36][34]. Industry Overview - The report notes that as of June 6, 2025, the total market capitalization of the industry is approximately 334.09 billion yuan, with 122 listed companies [2]. - The Huachuang Transportation Low Altitude 60 Index has shown a year-to-date increase of 3.8%, outperforming the CSI 300 Index, which has decreased by 1.6% [26][27]. U.S. Government Initiatives - The executive order signed by President Trump on June 6, 2025, aims to expand the operational scope of drones and accelerate the development and testing of drone technologies, including advanced air mobility [5][6]. - The establishment of eVTOL pilot programs is a key focus, with plans to select at least five pilot projects for applications in cargo transport and medical rescue [10][9]. Market Dynamics - The report indicates that companies like Archer and Joby, despite not yet achieving type certification or mass production, have market valuations exceeding 40 billion yuan, reflecting strong market confidence in the future potential of eVTOL for air transportation [13][12]. - It suggests that both Chinese and American companies are well-positioned to dominate the global market for eVTOL, with China leading in technological advancements [13][12]. Investment Recommendations - The report recommends focusing on key segments within the low-altitude economy, including main manufacturers, supply chain participants, and new infrastructure developments [36][34]. - Specific companies highlighted for investment include Wan Feng Ao Wei (for general aviation and eVTOL), Green Energy Huichong (for drones), and various supply chain firms like Zongshen Power and Yingboer [36][34].

智通财经5月26日电，为期三天的第九届世界无人机大会昨天（25日）在广东深圳闭幕。本次大会共吸 引825家企业参展，签约成交订单约200亿元。深圳市无人机行业协会会长杨金才表示，我国消费类无人 机占全球74％的市场，工业级无人机占全球55％的市场，掌握大概200多个应用场景。 (央视新闻) 第九届世界无人机大会共吸引825家企业参展 签约成交订单约200亿元 ...

在应急救援的"黄金72小时"里，信息孤岛、物资阻隔、地形限制一直是三大核心痛点。随着卫星通信、智能载荷与飞行平台深度融合，无人机有望在应急场 景下"一飞冲天"。 作为亚洲规模领先的安全应急行业盛会，2025年的长三角国际应急减灾和救援博览会聚焦航空救援、水域救援、智慧安防等"大安全大应急"框架下的核心场 景，首次设立航空应急救援、水域应急救援、特种应急机器人三大主题专区，集中展示通航装备、智能无人机、水上救援机器人、AI预警系统等百余项前 沿科技成果。 在这里，无人机可不是消费级的"航拍玩具"，它们进化为载重超300公斤、续航达10小时的工业级装备。多款工业级无人机的亮相勾勒出低空经济在应急领 域的应用新图景。 开辟灾区"信息生命线" 工业级无人机正发挥着越来越重要的作用。它既是安全巡检中实时侦察监视的"千里眼"，又是在通信中断时搭载通信设备升空，成为移动通信中继站的"顺 风耳"。 在现场，各大厂商各展神通。在应急救援的战场上，无人机是"吹哨人"，可穿越重重障碍，快速评估灾情，为救援决策提供关键依据；是"尖兵利器"，在复 杂环境中精准定位被困人员，为救援指引方向；是"及时雨"，携灭火弹与喷水装置冲向火海，守护 ...

作为低空经济的核心产业之一，无人机产业在国家政策支持下实现了爆发式增长。2023-2024年度《中 国无人机发展报告》显示，截止到2024年8月，全国无人机企业数量已超1.7万家。当下，中国无人机行 业呈消费级、工业级、eVTOL（电动垂直起降飞行器）三大发展格局。 图 在消费级无人机领域，大疆是公认的龙头，但谈到工业级无人机，很难绕过科比特航空这家公司。 源：视觉中国 根据中商产业研究院出炉的"2025年中国无人机行业最具发展潜力企业排名"，科比特航空位列第五。其 核心优势集中在工业级无人机领域，尤其在能源巡检、应急公安、低空文旅系统等场景中表现突出，市 占率位列前三。 低空经济发展势头火热。2024年被称为"低空经济发展元年"，该年"低空经济"首次被写入政府工作报 告，各地政府和企业竞相布局。今年政府工作报告再次提到，要推动商业航天、低空经济等新兴产业安 全健康发展。 科比特航空的创始人卢致辉是大疆的2号员工，2006年同汪滔并肩作战，2年后选择离开创业。 2009年，卢致辉带着6000元，在深圳的一间不足20平米的出租屋创办了科比特。这些年，公司业务从方 案设计转向做项目、做贴牌和自研产品、再到提供服务 ...

从数据看，一季度内蒙古"招大引新"，重大项目成为稳增长"压舱石"。数据显示，总投资10亿元以上的 433个重大项目到位资金占比66.6%，包头市机器人和无人机产学研基地、鄂尔多斯库布其沙漠新能源 基地等24个项目单笔引资超5亿元。新签约的376个项目中，50亿元以上的项目达18个，呼和浩特市、包 头市在新能源、数字经济领域签约项目占比超四成。 新兴产业招引力不断增强，是内蒙古近年来充分挖掘资源和产业优势、政策精准发力的一个缩影。今年 内蒙古优化调整产业布局，加快构建优势特色现代化产业体系，精心打造了十大产业集群。目前，内蒙 古正通过"两图两表两库"动态梳理产业全景，引导招商资源向十大产业集群倾斜。在产业发展项目上， 内蒙古要求各盟市要围绕全区重点产业布局逐一制定招商方案。数据显示，一季度，内蒙古重点产业招 商引资成果丰硕，十大产业集群中30个产业业态实现签约，涵盖新型合金材料、风光发电、能源装备、 文旅体商、算力经济、绿色农畜产品加工等多领域，补强了氢能、低空经济产业链，填补了特定医用制 剂原料种植及研发领域、新能源智能矿卡生产制造、高端钒钛产品生产和工业级无人机、机器人生产等 产业空白。 2025年，内蒙古 ...

4月25日至26日，2025"蓉漂人才日"系列活动在成都高新区中国—欧洲中心举行，活动现场推出《成都 市重点产业链、重点产业园区、重点实验室人才需求榜单》。作为成都经济发展主阵地，成都高新区超 70家重点产业链企业、产业园区企业、重点实验室集中发布人才需求紧缺岗位近300个，意向招聘人才 超1200人，覆盖成都市重点发展的人工智能、低空经济、生物医药等产业领域，内含机械工程师、测试 工程师、研究员等岗位，充分满足不同领域、不同层次人才的多样化需求，助力人才更好地规划职业发 展路径，为人才提供更广阔的职业选择空间。 在低空经济产业链创新场景发布环节，成都高新区发展改革局、高新公安分局、成都未来科技城发展服 务局等多家单位现场发布了多项核心场景需求，包括低空警务实战应用场景、城市低空公交化运营示范 场景、"网约机"商业运营场景等，涵盖无人机应用、数字化航图、航空安全等关键技术领域。需求单位 代表与低空经济企业开展现场"一对一"供需精准对接洽谈。 近年来，成都高新区充分发挥区域人才聚集、产业高度集中的优势，围绕电子信息、医药健康、数字经 济三大优势产业，大力开展"立园满园"行动，持续扩容建圈强链"朋友圈"，全力推进 ...