无人机送生鲜到社区，医疗机跨区运急救药，植保机巡田防治病虫害……眼下，低空经济正以前所 未有的速度融入生产生活各领域，成为激活经济增长的新动能。但伴随着产业的加速发展，技术隐患、 运行风险、责任纠纷等新考验也逐渐凸显。 8月29日，全国首个低空经济共保体（以下简称"低共体"）成立大会暨项目签约活动在重庆举办。 19家低共体成员单位签署合作协议，人保财险代表低共体发布倡议书，低共体成员单位与16家单位完成 项目签约，为被保险人提供6115万元的风险保障。 在业内人士看来，低空经济的安全发展离不开保险护航，但当前保险供给与产业需求仍存在适配差 距。此次低共体的成立，既是保险业整合资源、提升承保能力的创新尝试，也为破解低空经济风险保障 难题提供了新路径。未来，保险业还需在产品定价、行业标准、人才储备等方面持续突破，让保险真正 跟上低空经济的发展节奏。 低空经济"飞稳"催生保险需求 低空经济是依托通用航空、无人机、低空飞行器等装备，在距地面1000米以下的低空空域开展生 产、服务、消费等活动的经济形态，小到无人机物流配送、植保作业，大到低空旅游、应急救援、城市 空中交通，都在其覆盖范畴内。其中，无人机产业规模约占低空 ...

Group 1 - The establishment of the first low-altitude economy mutual insurance body in China took place in Chongqing, with 19 member units signing cooperation agreements and providing risk protection worth 61.15 million yuan [1] - The mutual insurance body aims to address issues such as insufficient supply in the low-altitude insurance market, limited underwriting capacity, and lagging product innovation by integrating domestic insurance resources and capabilities [1][2] - The "Yukebao" product system was launched, featuring four specialized insurance products focusing on areas such as drone third-party liability and cybersecurity, creating a comprehensive risk protection network [2] Group 2 - The mutual insurance body plans to establish a regular working mechanism for healthy development and create a low-altitude economic risk laboratory to enhance risk reduction services through big data analysis [2][3] - There is an emphasis on cross-professional collaboration to strengthen the synergy between finance and technology, aiming to enhance the safety resilience of the low-altitude economy [3] - The mutual insurance body is expected to promote the integration of insurance, credit, and investment sectors, leveraging financial resources to support the development of the low-altitude economy [3]

Group 1: Semiconductor Industry - The global semiconductor revenue is projected to exceed $1 trillion by 2030, nearly doubling from 2024 to 2030, driven by generative AI infrastructure in cloud and edge devices [1] - In the short term, the growth is fueled by the optimistic outlook for AI-driven downstream growth in 2025, with significant performance forecasts for various semiconductor segments [1] - The establishment of domestic supply chains and ongoing policy upgrades to address supply chain disruptions are expected to enhance the industry's resilience [1] Group 2: Low-altitude Economy - The first low-altitude economic mutual insurance body in China has been established in Chongqing, with the launch of the exclusive product "Yucheng Low-altitude Insurance" and a total risk coverage of 61.15 million yuan [2] - The low-altitude economy is expected to exceed 1 trillion yuan by 2026, reaching 1,064.46 billion yuan, with projections of 2.5 trillion yuan by 2030 and 3.5 trillion yuan by 2035 [2] - The national strategy is focusing on the low-altitude economy, with local policies and resources being aligned to support the development of low-altitude logistics and tourism applications [2]

Macroeconomic News - The State Council, led by Premier Li Qiang, is advancing comprehensive reform pilot work for market-oriented allocation of factors in certain regions, emphasizing the decisive role of the market in resource allocation [1] - The State Council approved the "Strengthening Basic Medical and Health Services Implementation Plan," focusing on enhancing grassroots medical institutions and improving insurance payment policies [2] - Chinese manufacturing PMI for August stands at 49.4%, a slight increase of 0.1 percentage points from the previous month [3] Industry News - The Ministry of Commerce criticized the U.S. for revoking the "validated end-user" authorization for three semiconductor companies in China, stating it could negatively impact the global semiconductor supply chain [4] - In the first half of 2025, total revenue for listed companies is projected to reach 35.01 trillion yuan, a year-on-year increase of 0.16% [5] - The Central Huijin Investment Company increased its holdings in stock ETFs to a market value of 1.28 trillion yuan, a nearly 23% increase from the end of last year [7] - The Ministry of Industry and Information Technology has set a target for the steel industry to achieve an average annual growth of around 4% in value added from 2025 to 2026 [7] Company News - SMIC announced plans to issue A-shares to acquire minority stakes in its subsidiary, with trading suspended [9] - Huahong Semiconductor plans to acquire 97.5% of Huali Micro through a share issuance and cash payment, with trading resuming [9] - BYD reported a net profit of 15.51 billion yuan for the first half of the year, a year-on-year increase of 13.79% [11] - Huawei's revenue for the first half reached 427 billion yuan, a 3.94% year-on-year increase, while net profit fell by 32% to 37.1 billion yuan [12] - Tianqi Lithium reported a net profit of 84.41 million yuan for the first half, marking a return to profitability [13] Global Market - U.S. stock indices collectively fell last Friday, with the Nasdaq down 1.15% and the S&P 500 down 0.64%, while the Dow Jones fell 0.2% [17] - A U.S. appeals court ruled that most of the global tariff policies implemented by former President Trump were illegal, exceeding his authority [18]

Market Performance - The A-share market experienced an upward trend last week, with major indices rising, particularly the ChiNext Index and the Sci-Tech Innovation 50, which increased by 7.74% and 7.49% respectively, indicating a strong focus on the technology sector [1] - The CSI 500 outperformed the CSI 1000 and the Shanghai and Shenzhen 300, suggesting that mid-cap stocks performed better than large-cap and small-cap stocks [1] Sector Analysis - In terms of sector performance, semiconductors, hardware equipment, non-ferrous metals, software services, and military industry saw significant gains, while coal, banking, and transportation sectors experienced declines [3] - The non-ferrous metals sector is expected to continue its strong performance, with 72 out of 116 listed companies reporting year-on-year profit growth in the first half of 2025, and 18 companies seeing profit growth exceeding 100% [4] - The average domestic copper price was 77,600 yuan/ton, up 4.2% year-on-year, while aluminum and gold prices also saw increases of 2.6% and 46.8% respectively [4] Future Outlook - The market is expected to maintain a volatile upward trend, with the Shanghai Composite Index recently closing at a 10-year high of around 3,888 points, and potential movement towards the 4,000-point mark if trading volume remains around 3 trillion yuan [5] - Economic indicators show a slight recovery in manufacturing and non-manufacturing sectors, with the manufacturing PMI at 49.4% and the non-manufacturing PMI at 50.3% for August [5] - Central Huijin's significant increase in ETF holdings, reaching a market value of 1.28 trillion yuan, has bolstered market confidence [8] Investment Opportunities - Focus on technology sectors such as robotics, semiconductors, and AI applications, which are becoming more cost-effective [8] - Consider cyclical industries like non-ferrous metals, which are showing signs of profit improvement [8]

低空经济共保体汇聚了19家保险公司的专业力量，通过"风险共担、合作共赢"的共保机制，破解单一机 构承保能力不足、新型风险不敢保等难题。成立大会上，发布首批专属产品"渝低空保"，覆盖无人机责 任、航空产品责任、科技转化、网络安全四大领域，构建全产业链风险防护网。 （原标题：重庆成立全国首个低空经济共保体） 经济观察网 据央视新闻，全国首个低空经济共保体在重庆成立，19家成员单位签署合作协议，并与16 家企业完成项目签约，风险保额达6115万元。 低空经济是国家战略新兴产业，重庆依托产业、场景等优势加快发展。今年上半年，重庆低空飞行 115.7万架次、时长19万小时，同比分别增长67.3%和109.2%。 ...

央视网消息：财政部最新数据显示，今年1—7月，全国国有及国有控股企业营业总收入473110.9亿元，与上年同期持平；利润总额24786.4 亿元。 新疆阿拉山口口岸：前7月进出口货运量超1700万吨 据阿拉山口海关最新统计，今年1至7月，阿拉山口口岸进出口货运量达1731.9万吨，同比增长6.3%。为助推口岸货运量稳步增长，今年以 来，阿拉山口口岸设立"问题清零、直通服务"窗口，提供24小时预约通关服务。同时，通过"优化双人模式查验"试点，保障货物随到随检、即 检即放，有效提升了跨境物流效率。 海南：民营企业参与自贸港建设 42个项目签约 8月30日，"十四五"重要交通枢纽工程——厦门翔安国际机场南北跑道实现双线贯通，标志着机场建设取得阶段性重大成果，为明年底正 式投运奠定重要基础。 据了解，此次贯通的厦门翔安国际机场北一、南一双跑道主降方向均设置Ⅲ类仪表着陆系统，俗称"盲降系统"，可在恶劣天气、极低能见 度条件下，为飞行员提供决策支持并引导飞机安全着陆，显著提升低能见度等复杂气象条件下的航班运行保障能力。 厦门翔安国际机场是我国"十四五"期间规模最大新建机场，本期规划建设55万平方米T1航站楼以及北一、南一 ...

Group 1 - The Hunan Provincial Development and Reform Commission has announced support for six major railway projects, including the Changsha to Jiujiang high-speed railway, which is crucial for establishing a "cross" high-speed rail hub in Changsha [1][2] - The Changsha to Jiujiang high-speed railway is part of a larger network aimed at enhancing connectivity between the Yangtze River Delta and the central and southern regions of China, addressing existing gaps in high-speed rail coverage [2][3] - The Changsha West to Hukun high-speed railway connection line is expected to fill the southwest high-speed rail gap, further solidifying Changsha's position as a key transportation hub [2][3] Group 2 - The construction of the Changsha to Jiujiang high-speed railway has been advocated by representatives from Hunan province during the National People's Congress for several years, emphasizing its importance for regional economic development [3] - The proposed railway is seen as a vital link for the Yangtze River Economic Belt, aiming to enhance transportation efficiency and support national strategies for regional economic coordination [3] - Hunan's representatives are actively seeking to include the Changsha to Jiujiang high-speed railway in the national railway development plan, highlighting its significance for future infrastructure development [3]

Core Viewpoint - The establishment of China's first low-altitude economy mutual insurance body in Chongqing aims to provide risk protection of 61.15 million yuan for insured parties, addressing the unique risks faced by the low-altitude economy sector [1][2]. Group 1: Formation and Objectives - The mutual insurance body was formed by the Chongqing Development and Reform Commission, the National Financial Supervision Administration's Chongqing Financial Regulatory Bureau, and People's Insurance Company of China (PICC) [1]. - The initiative involved research on 10 key enterprises in the low-altitude economy industry chain and discussions with major insurance companies, culminating in the participation of 19 insurance firms [1][2]. Group 2: Risk Coverage and Product Innovation - The mutual insurance body signed cooperation agreements and project contracts with 16 entities, providing a total risk coverage of 61.15 million yuan [1]. - The body introduced innovative underwriting mechanisms and launched four exclusive products under the "Yucheng Low-altitude Insurance" brand, covering areas such as drone third-party liability and cybersecurity [1][2]. Group 3: Service and Collaboration - The initiative includes the establishment of a risk laboratory in collaboration with government, enterprises, and universities to explore data modeling and service standards [2]. - The insurance sector plans to enhance communication and cooperation with government departments and low-altitude economy enterprises, aiming to implement mandatory liability insurance for civil unmanned aerial vehicles [2][3]. Group 4: Future Development and Standards - The mutual insurance body will establish a regular working mechanism to promote healthy development and create a comprehensive risk reduction service model using big data analysis [3]. - There are plans to participate in the formulation and promotion of industry standards and demonstration clauses related to low-altitude economy insurance [3].

21世纪经济报道见习记者 冯紫彤 8月29日上午，重庆低空经济共保体成立大会暨项目签约活动在重庆举办。会上，19家低共体成员单位 签署合作协议，并与16家单位完成项目签约，风险保额达6115万元。 据重庆金融监管局介绍，该共保体旨在应对低空经济产业链企业面临的风险类型新、保险缺口大、保险 供需不匹配等问题，通过组建专业共保体整合保险资源，采用风险共担机制，解决发动机生产制造等重 点领域中单家公司风险保障供给不足等问题，为培育新兴产业注入宝贵的稳定性和确定性。 记者从该局了解到，"渝低空保"是共保体开发的首批低空经济专属保险产品。该产品聚焦低空经济领域 保障，延续"渝科保"科技保险服务体系，首批包含科技研发成果转化、航空产品责任、无人机第三者责 任、网络安全等方面。目前已为航天时代低空公司、重庆宗申航发公司、重庆驼航科技公司、广东万虹 科技公司等16家低空经济产业企业提供6115万元风险保障。 此外，共保体还将推动建立风险实验室，探索数据共享与建模，制定产品手册与风险减量服务标准，构 建保前定价、保中风险减量、保后理赔服务的全方位风险保障服务模式。 据悉，下一步重庆保险业将积极参与民用无人驾驶航空器强制责任保险 ...