Core Insights - Hunan Province has launched a three-year action plan (2025-2027) aimed at high-quality development of the emergency equipment industry, targeting an annual revenue exceeding 100 billion yuan by 2027, with an average growth rate of around 10% [1][2] Group 1: Industry Development Goals - The action plan emphasizes leveraging Hunan's strengths in engineering machinery and other sectors to create new growth areas in emergency equipment [1] - Key focus areas include enhancing capabilities in engineering rescue, firefighting, and flood prevention, alongside the development of advanced intelligent emergency equipment such as rescue robots and drones [1] Group 2: Technological Advancements - The plan identifies "unmanned" and "intelligent" technologies as critical for breakthroughs, aiming to establish a leading national application zone for "Beidou+" emergency equipment [1] - Hunan will focus on advancing satellite navigation, artificial intelligence, and big data technologies to create a manufacturing cluster for "Beidou+" emergency equipment [1] Group 3: Spatial Layout and Regional Development - The action plan proposes a spatial layout characterized by "one core leading and multiple breakthroughs," with the Changsha-Zhuzhou-Xiangtan area as the core region for high-end rescue equipment and emergency communication [2] - Support will be provided for regional specialty industries in Hengyang, Yueyang, and Changde, aiming to form approximately three provincial-level advanced manufacturing clusters for emergency equipment [2]

原标题：用AI联通 | 数智防汛 全天候应战 进入主汛期，全国多地防汛抗洪工作进入关键阶段。城市里、乡镇中、河道边，中国联通各级单位 纷纷进入抢险救灾紧急状态，多措并举、分秒必争开展防汛救灾工作，同时启用抢险无人机、便携式卫 星背包站、AI防汛大模型等高科技防汛设备和创新防洪工具，全力保障通信网络畅通。 北京联通：红色预警连发！分秒必争逆行山区 面对连发的红色预警，北京联通第一时间启动一级响应，调动全公司应急资源，启动应急预案，开 展应急抢险恢复通信。目前累计投入现场保障人员320余人（兄弟省分支援20人）、各类车辆41辆、应 急装备77台套（兄弟省分支援38台套），包括卫星基站车10辆、基站车2辆、应急发电车2台，卫星小站 28个、卫星电话34部、无人机1架，从现场应急、现场抢修双维度全面对接上级单位的各项防汛工作任 务。 截至29日8时，密云区基站恢复192个，OLT恢复28台；怀柔区光缆恢复4条，基站恢复50个，OLT 恢复17台；延庆区基站恢复3个；平谷区基站恢复1个。 北京联通同时推出免催免停保畅通服务：对怀柔、密云、延庆区域的用户提供免停机服务。怀柔、 密云、延庆区域北京联通用户在现阶段手机、固话 ...

Group 1 - The core viewpoint of the articles highlights the critical role of telecommunications operators in disaster response and communication assurance during severe flooding in China, utilizing advanced technologies such as drones, portable satellite stations, and AI models [1][2] - Hebei province has experienced significant rainfall since July 24, leading to power outages and communication line damages, with drones being used to transport cables across rivers for repairs [1] - China Unicom has implemented AI, 5G, and digital twin technologies to shift from passive emergency responses to proactive disaster prevention, enhancing their data analysis capabilities [1] Group 2 - China Mobile announced a one-month free Beidou messaging service for Beijing users, allowing them to send emergency messages without network signals, thereby improving communication during emergencies [2]

Investment Rating - The report maintains a "Recommended" investment rating for the industry [7] Core Viewpoints - The low-altitude economy is developing well, with strong support from government policies, particularly in emergency equipment and low-altitude applications [3][4] - The mechanical equipment sector is expected to maintain steady growth, driven by competitive advantages in exports and domestic demand [4] Weekly Market Review - From July 20 to July 25, 2025, the Shanghai Composite Index rose by 1.67%, the Shenzhen Component Index by 2.33%, and the ChiNext Index by 2.76%. The Shenwan Mechanical Equipment Index increased by 2.56%, outperforming the CSI 300 Index by 0.86 percentage points, ranking 16th among 31 Shenwan primary industries [12][14] - Sub-sectors such as general equipment, specialized equipment, rail transit equipment II, engineering machinery, and automation equipment saw respective increases of 2.32%, 1.98%, 3.02%, 5.34%, and 1.48% [12][15] Key Sector Tracking - The low-altitude economy sector is bolstered by various government initiatives, including the "Three-Year Action Plan for High-Quality Development of Emergency Equipment Industry in Hunan Province (2025-2027)", aiming for an industry revenue exceeding 100 billion yuan by 2027 [3][25] - The mechanical equipment sector is supported by a recent trade agreement between the US and Japan, which is expected to enhance the competitive position of domestic leading enterprises [4] Investment Recommendations - For the low-altitude economy, recommended companies include Deep City Transportation, Sujiao Science and Technology, Huasheng Group, and Nairui Radar [5] - In the mechanical equipment sector, recommended companies include Sany Heavy Industry, XCMG, and Anhui Heli for engineering machinery, and Huazhong CNC and Kede CNC for industrial mother machines [5]