过去二十年，中国商业地产的逻辑约定定在"地面的每一平米"，北上广深的核心地段代表了静态资产的 极限溢价。而到了2025年，随着《十五五》规划的预期落地，资产的定义权正向上延伸——真高1000米 （广义3000米）以下的立体空域，正在转变为一种高频流转的数字资产。 作者｜塔猴，编辑｜小塔，文 | 熊鑫 如果你对低空的理解还停留在"买个无人机拍摄场景"，那么你可能正在误读继房地产、互联网之后的第 三次财富范式转移。从深圳美团的分钟级集群，到重庆万架无人机的集群灯光秀，数据展示，低空经济 已不再是概念验证，而是进入了物理世界全方位"数字化重构"的深水区。这不仅仅是空间的释放，更是 关于算力、算法与数据主权的博弈。 从"单点突破"到"魔兽爆发" 在深圳，美团的仓储系列网络已穿梭于楼宇之间，将物流效率压缩至分钟级，这一系列商业闭环 的初步运行。 在龙岗，"AI+空中警力"模式打破了传统出警的时空限制。通过空中喊话、AI三维建模与云端责 定，交通事故处理流程被最大限度压缩至5分钟以内，效率提升数倍。 在能源与农业领域，缺陷识别率超过90%的电网巡检无人机，以及自主识别病虫害的植保机，正 在用机器替代高危、高重复的人力劳动 ...

Core Viewpoint - The low-altitude economy is rapidly integrating into various sectors, becoming a new driving force for economic growth and reshaping social service models [1][4] Group 1: Development Opportunities - The low-altitude economy enriches consumption scenarios and business formats, enhancing social governance efficiency and improving public services [1][3] - The potential applications of low-altitude technology include drone delivery of fresh produce, agricultural pest control, and emergency medical supply delivery [1][3] Group 2: Challenges and Safety - The development of the low-altitude economy faces challenges such as the need for a new management framework to adapt to high-frequency, high-density, and diverse flight characteristics [1][2] - Safety is a fundamental aspect of low-altitude airspace management, which is crucial for the commercial viability of the low-altitude economy and is closely related to national and public safety [2][3] Group 3: Local Adaptation - The low-altitude economy is still in its early stages, and regions should avoid blindly following trends, instead developing strategies suited to local conditions [3] - Different regions can leverage their unique characteristics, such as using drones for oil and gas inspections in energy-rich areas or for agricultural monitoring in farming regions [3] Group 4: Future Prospects - The low-altitude economy has vast potential as a new industry that can significantly benefit public welfare and improve living standards [4] - Continued reform and innovation in the low-altitude economy are expected to lead to its eventual "take-off," enhancing quality of life [4]

Core Insights - The rice planting area in Zhenjiang Economic Development Zone is 66,200 acres this year, with efforts focused on ensuring stable and increased rice production through technical guidance, training, pest control, and the introduction of new technologies and fertilizers [2] Group 1: Agricultural Practices - The rice yield is expected to increase by 5% this year due to the adoption of new hard disk seedling technology, which has improved seedling quality and efficiency [1] - Each rice plant is producing 170-180 grains, compared to 130-140 grains in previous years, indicating a significant improvement in crop yield [1] Group 2: Investment in Technology - The farmer, Zhou Shengli, has invested in various agricultural machinery, including 5 tractors, 8 transplanting machines, 6 plant protection machines, and 6 drones, to achieve full mechanization in agriculture [1] - A drying facility is under construction, with plans to purchase three large drying machines capable of processing 50 tons per day, which will benefit both his farm and neighboring smallholders [1] Group 3: Training and Support - The agricultural department in Zhenjiang Economic Development Zone is enhancing support for rice farmers by providing training and promoting the use of new fertilizers, pesticides, and high-yield varieties [2]

Core Viewpoint - The company, Dahongli (300865), is focusing on cautious investment strategies in the drone industry while expanding its overseas business to drive revenue growth [2][4][5]. Group 1: Drone Industry Investment - Dahongli's initial investment in the drone sector is modest due to its commitment to a steady development strategy, emphasizing careful selection based on industry research [2]. - The company has acquired a 51% stake in Chengdu Leidian Bird Technology Co., Ltd. (Leidian Bird), which specializes in drone technology development and manufacturing [2][3]. - Leidian Bird's core assets include a skilled technical team with over ten years of experience in avionics and flight control systems [3]. Group 2: Overseas Expansion - Dahongli's overseas revenue reached 5.39 million yuan, a significant increase of 3540.07% compared to the previous year's 148,200 yuan [4]. - The company has established offices in Thailand and Malaysia, and a wholly-owned subsidiary in Indonesia to enhance its international presence [4][5]. - Future growth is expected to be driven by infrastructure demands in countries participating in the Belt and Road Initiative, which will boost Dahongli's market share abroad [5].