"广货行天下"的产业新机： 广东低空经济的体系逻辑与时代价值 胡仁杰（广东省决策咨询研究基地创新理论与创新管理研究中心研究员，广东外语外贸大学广东国际战 略研究院副教授） 在全球低空经济加速演进的背景下，真正的分水岭，已不在于"飞行器能否起飞"，而在于"低空能否成 为一种被社会接纳、被制度容纳、可规模复制的公共经济形态"。也正因此，低空经济的竞争，早已超 越单一技术路线之争，转向产业体系、制度供给与社会嵌入能力的系统较量。 广东，正是在这一关键节点上，率先给出了"广货行天下"的低空经济发展新答卷。 当前，广东低空经济已形成以亿航智能为系统引领、小鹏汇天与广汽集团为出行平台、亿纬锂能（维 权）等为关键底座、相关应用企业为场景先行的梯度化企业矩阵，率先构建起覆盖"飞行器—能源—平 台—场景"的完整产业生态。这并非偶然集聚，而是广东制造业长期积累与新质生产力逻辑在低空领域 的一次集中释放。如果说低空经济是一场颠覆性创新，那么广东的独特价值，不在"单点突破"，而 在"系统颠覆与跃迁"。循着这一脉络解读广东低空经济的体系逻辑与时代价值，便能明晰"广货行天 下"的时代新解。 # 01 从"驾驶员中心"到"算法中心"：广东 ...

Group 1 - The mechanical sector has shown strong performance in 2025, with the Shenwan Mechanical Equipment Index rising by 36.11%, outperforming the Shanghai Composite Index by 19.74 percentage points and the Shenzhen Component Index by 8.78 percentage points [4][16][19] - In the first three quarters of 2025, the mechanical industry reported revenues of 15,135.34 billion yuan, a year-on-year increase of 7.35%, and a net profit attributable to shareholders of 1,080.76 billion yuan, up 16.80% year-on-year [4][22][27] - The public fund allocation ratio for the mechanical equipment sector increased by 0.25 percentage points in Q3 2025 compared to Q3 2024, indicating improved fundamentals and positive policy impacts [29] Group 2 - The equipment manufacturing industry has maintained export resilience, with significant growth in new overseas markets. From January to October 2025, the export delivery value of general equipment, specialized equipment, and transportation equipment reached 6,173.20 billion yuan, 5,319.30 billion yuan, and 4,124 billion yuan respectively, with year-on-year growth rates of 5.5%, 9.3%, and 24.20% [5][33][36] - The overseas sales of engineering machinery continued to grow, with a year-on-year increase of 11.84% in export value from January to October 2025, driven by technological innovation and diversified market strategies [37][41] - The motorcycle industry has established a strong competitive advantage in overseas markets, with exports reaching 1,101.85 million units and 7.278 billion USD in value from January to October 2025, reflecting a year-on-year increase of 22.28% and 28.2% respectively [42][43] Group 3 - The emergence of new manufacturing scenarios signifies a profound transformation from "single technology upgrades" to "systematic ecological restructuring," enhancing production efficiency, product quality, and innovation capabilities [5][46] - Human-shaped robots are expected to address customization challenges in traditional manufacturing, with a market space projected to expand significantly as they transition from industrial applications to household use [47][54] - The intelligent logistics equipment market in China is expected to grow rapidly, with a projected market size of 1,261 billion yuan in 2025, driven by advancements in IoT and AI technologies [64][72]

来源：环球时报 美国《巴伦周刊》11月29日文章，原题：中国的电动汽车实力助推飞行汽车雄心 戴白手套的工人正在 检查一台双座飞行器的螺旋桨，该飞行器刚从一家中国飞行汽车量产工厂的试产装配线下线。在全球范 围内，来自技术和监管等方面的挑战阻碍了备受关注的飞行汽车行业起飞。但中国企业正借助无人机和 电动汽车行业在世界第二大经济体的快速发展以及政府对这些具有未来主义色彩发明的支持来大力发展 飞行汽车行业。 在上述这家位于中国广州的灯火通明的工厂里，穿梭往来的物流机器人正在运送零部件。建造中的轻型 电动六旋翼飞行器垂直起飞，能与一辆大型汽车（"陆行体"）组合，从而打造出"陆地航母"——由中国 电动汽车制造商小鹏汽车的生态企业小鹏汇天制造的分体式飞行汽车。这家工厂在满产状态下，生产线 每30分钟可下线1台飞行器。该厂今年11月初开始试产，厂方表示已收到7000多台的订单。 但要想进入飞行汽车每天从空中呼啸而过的时代，还有长路要走。小鹏的一名高管表示："法规、消费 者对产品的接受度以及如何管理空域和供应链，这些都需逐步跟上。"全球科技巨头正围绕空中出行的 未来展开日益激烈的竞争。中国的亿航智能成为全球首个具备无人驾驶载人 ...

Core Viewpoint - The recent release of the "Implementation Opinions on Accelerating Scene Cultivation and Open Promotion for Large-Scale Application of New Scenes" marks the first systematic deployment at the national level in China regarding "scene cultivation and openness" [1] Group 1: Definition and Importance of Scenes - "Scenes" are defined as the application and verification of new technologies, products, and business models in specific contexts, serving as a systematic "social pilot" [2] - Scene cultivation and openness target the critical link in the transformation of scientific and technological achievements, providing a platform for emerging entities to accelerate industrialization and avoid stagnation [2] Group 2: Strategic Focus Areas - The "Implementation Opinions" emphasize the creation of application scenarios in new fields such as digital economy and artificial intelligence, as well as in manufacturing and transportation for industrial transformation [2] - Specific sectors highlighted include mining, emergency response, and social governance, aiming to enrich application scenarios in people's livelihoods [2] Group 3: Robotics and Unmanned Systems - The Ministry of Industry and Information Technology plans to implement the "Robot+" application initiative, promoting industrial and humanoid robots in complex production environments [4] - A humanoid robot training center in Beijing is operational, focusing on various real-world application scenarios, enhancing robots' capabilities through extensive training [5] Group 4: Collaborative Ecosystem - The establishment of scenes requires multi-party participation and collaboration, with government agencies, state-owned enterprises, and private sectors encouraged to engage in scene cultivation [6] - The initiative aims to leverage China's vast market and complete industrial system to gain strategic advantages in global technological competition [6]