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读懂经济大省新春第一会里的“政绩观”
Jing Ji Guan Cha Wang· 2026-02-26 00:59
Core Viewpoint - The New Year meetings of major economic provinces emphasize the establishment and practice of a correct performance outlook, focusing on manufacturing and private enterprises as key themes for economic growth in 2026 [1][2][4]. Group 1: Performance Outlook - Economic provinces are shifting from a singular focus on GDP growth to a balanced approach that includes growth quality, livelihood, innovation, and ecological sustainability [2][6]. - The Central Economic Work Conference in December 2025 highlighted the need for a pragmatic goal orientation to address existing challenges and enhance the quality of economic growth [1][2]. - The emphasis on a correct performance outlook aims to overcome current demand deficiencies and promote comprehensive economic recovery [1][2][4]. Group 2: GDP Growth Targets - Six major economic provinces have lowered their GDP growth targets for 2026 compared to 2025, indicating a more flexible approach to growth expectations [6]. - The adjustments in growth targets reflect a shift towards prioritizing structural adjustments, innovation, and debt resolution over mere numerical targets [6][7]. - The new performance evaluation mechanisms will focus on multiple dimensions, including green development and social welfare, rather than solely on GDP growth [7]. Group 3: Manufacturing Sector - The meetings highlighted the importance of maintaining a reasonable proportion of the manufacturing sector, with a focus on upgrading traditional industries and fostering new emerging industries [9][10]. - Hubei province aims to enhance its advanced manufacturing industry clusters and promote the integration of modern services with manufacturing [8][9]. - The manufacturing sector is seen as a critical component of China's growth model, with ongoing efforts to improve its competitiveness and contribution to the global supply chain [8][10]. Group 4: Private Enterprises - Private enterprises are increasingly recognized as vital to economic development, with several provinces emphasizing their role in driving growth and innovation [11]. - In Fujian, the government has engaged with private entrepreneurs to discuss their contributions and future prospects, highlighting the importance of a supportive policy environment [11]. - Hunan province has shifted its focus from attracting investment to promoting the growth of the private economy, indicating a long-term strategic commitment to this sector [11].
蓄开局之势 展奋进之姿
马年复工伊始,多地召开会议,虽聚焦领域各有侧重,但都紧扣高质量发展主线,立足本地发展阶段、 资源禀赋和战略定位,谋划发展路径、部署相关工作。 今年是"十五五"开局之年,各地开足马力,快马加鞭,一系列举措传递强烈信号:开局当有开局之势, 起步应展奋进之姿。 科技创新成为关键引擎 无论传统产业升级,还是发展新质生产力,科技创新已成为关键引擎。 广东聚焦"制造业与服务业协同发展"。 在安徽,50家表现突出的创新型企业获通报表扬。"着力增强创新策源功能""着力培育壮大新质生产 力""着力营造一流创新生态"的提法,尽显安徽把创新变量转为发展增量的笃定。 人才,是科技创新核心要素之一。去年"百万英才汇南粤"行动计划吸纳超110万高校毕业生在粤就业创 业后,广东计划2026年继续吸纳超100万高校毕业生。 在湖北,多款湖北造电动垂直起降飞行器(eVTOL)首次亮相,展示了当地在低空经济领域自主研 发、向新图强取得的一系列标志性成果。为吸引更多科技人才,湖北提出"赋予科学家更大技术路线决 定权、经费支配权、资源调度权"。《武汉市环大学创新发展带建设行动方案(2026—2030年)》中提 到,强化创新创业"引才—育才—用才—留 ...
eVTOL领域,最新一笔Pre-A+++轮融资完成
Sou Hu Cai Jing· 2026-02-25 01:53
文:韦亚军 近半年内连续完成的第3轮融资。 近日,据天眼查信息显示,蓝色向量Skyla母公司成功完成Pre-A+++轮融资,融资总额达数千万元。本轮融资由弘晖基金(HLC)领投,老股东厚雪资本 持续跟投。 天眼查数据还显示,本次Pre-A+++轮是该公司近半年内连续完成的第3轮融资,充分彰显了VC/PE机构对Skyla团队技术实力、工程执行力与商业化前景的 高度认可。 在此之前,该公司已先后完成Pre-A系列多轮融资,主导机构均为厚雪资本,包括: 2025年10月底,蓝色向量顺利完成数千万元人民币Pre-A+轮融资,金额为数千万人民币。本轮融资由厚雪资本独家投资。 2026年1月底,蓝色向量(Skyla母公司)通过官微"Skyla Aviation"宣布成功完成Pre-A++轮融资,融资总额达数千万元。本轮融资由老股东厚雪资本领 投,新能源产投尚理投资跟投。 公开资料显示,蓝色向量智能科技(杭州)有限公司成立于成立于2023年8月31日,是一家专注于电动垂直起降飞行器(eVTOL)研发与应用的新锐科技 企业。 自创立以来,Skyla始终秉持 SIENS飞机设计哲学,聚焦 eVTOL关键技术攻坚,始终致力于推动 ...
万丰奥威未来关注点:eVTOL认证、政策落地与机型研发
Jing Ji Guan Cha Wang· 2026-02-12 05:20
经济观察网 万丰奥威(002085)(002085.SZ)未来可能涉及多项值得关注的事件,主要围绕业务进展 和政策环境。 公司项目推进 公司正积极推进电动垂直起降飞行器(eVTOL)的型号合格证(TC)取证工作。根据2025年11月获得 华东局特许飞行证后,行业常规节奏显示,后续12-18个月可能冲刺TC证;若进展顺利,2026年底前有 望实现量产准入。这一进程与低空经济政策支持密切相关。 行业政策现状 业务与技术发展 公司持续研发eDA40纯电动固定翼飞机、DART系列等新机型,并强调通航飞机订单充足。2026年需观 察这些机型试飞取证进展及全球市场交付情况。 公司状况 截至2025年9月30日,股东户数较上期减少显示筹码集中,但未来需留意控股股东增资扩股引入新实控 人后的管理策略延续性。 以上内容基于公开资料整理,不构成投资建议。 随着《通用航空装备创新应用实施方案(2024—2030年)》等政策推进,公司通过收购Volocopter GmbH资产,已构建"通航固定翼-eVTOL-无人机"多场景产品矩阵,未来需关注相关产业化政策的细化 及商业化示范项目落地。 ...
五部门:低空公共航路通信网络 到2027年覆盖率不低于90%
Xin Lang Cai Jing· 2026-02-10 16:59
工信部等五部门联合印发的《关于加强信息通信业能力建设 支撑低空基础设施发展的实施意见》10日 对外发布。意见提出,到2027年,全国低空公共航路地面移动通信网络覆盖率不低于90%,多元融合感 知方案进一步完善成熟,低空导航服务水平持续提升,研制不少于10项信息类基础设施标准,面向城市 治理、物流运输、文旅等领域形成一批典型低空应用场景。图为一架电动垂直起降飞行器(eVTOL) 在合肥骆岗公园演示飞行。(详细报道见A02) 新华社图 ...
低空经济产业链研究专题一:从产品到生态、从试点到常态,低空经济的发展潜力与机遇
Guoxin Securities· 2026-02-09 00:50
Investment Rating - The report rates the low-altitude economy industry as "Outperform the Market" [1] Core Insights - The low-altitude economy is defined as a comprehensive economic form driven by low-altitude aviation activities, encompassing four main sectors: low-altitude manufacturing, low-altitude operations, low-altitude infrastructure and information services, and low-altitude supporting industries [1][15] - The development of the low-altitude economy is supported by breakthroughs in technology and increased policy support, leading to rapid growth in the sector [1][15] - The domestic general aviation industry has reached new highs, with 760 companies holding operational licenses and a total of 5,224 registered general aviation aircraft by the end of 2024, marking a year-on-year increase of 10.1% [1] Summary by Sections 1. Low-altitude Manufacturing Opportunities - Low-altitude manufacturing accounts for nearly 60% of the total value in the industry chain, with domestic companies accelerating the localization of high-strength carbon fiber products [2] - The electric propulsion systems for aircraft require higher performance parameters, with companies like Wolong Electric and Inbol accelerating the development of high-performance motors [2] - The industry is expected to transition towards a primarily electric and hybrid model, with solid-state batteries showing promise for future applications in low-altitude aircraft [2] 2. Low-altitude Operations Opportunities - Key catalysts in low-altitude operations include the progress of airworthiness certification for electric vertical takeoff and landing (eVTOL) aircraft and the transition of application scenarios from pilot projects to normalization [3] - By the third quarter of 2025, approximately 17 products are expected to enter the airworthiness acceptance or certification stage, with most manned eVTOL models anticipated to be approved by 2028 [3] - The commercialization of low-altitude logistics operations is progressing rapidly, with companies like Fengfei Aviation achieving successful pilot results in intercity and inter-island transport [3] 3. Low-altitude Infrastructure Opportunities - The low-altitude infrastructure includes both physical facilities and technical systems, with an estimated construction cost of 599.6 billion yuan for low-altitude economic infrastructure (general airports + takeoff and landing sites) from 2025 to 2030 [3] - The planning and consulting costs for this infrastructure are projected to be 35.97 billion yuan during the same period [3] 4. Low-altitude Supporting Industries Opportunities - The demand for low-altitude aircraft testing is expected to realize commercial viability first, as it is closely tied to the entire lifecycle of aircraft development, certification, and commercial operation [4] - Third-party testing institutions with aerospace experience and robust testing capabilities are likely to benefit from this demand [4]
国内首款,首飞成功!空中、陆上无缝切换
Zhong Guo Ji Jin Bao· 2026-02-06 16:21
来源:科技日报 产品采用分体式核心设计,由机翼、座舱、底盘组成飞行体与陆行体两大形态。飞行体可承载两名乘客 在3000米以下低空以每小时150公里速度飞行;陆行体基于全电智能线控底盘,可实现超300公里续航。 依托自主研发的自动对准、分离耦合机构,飞行器各部分连接与分离可由程序自主控制。定制化座舱及 多类型底盘、机翼模块,大幅提升了场景适配性与使用灵活性。 据悉,该产品是中国航天科技集团九院面向适航标准设计研制的多功能低空装备,未来将在交通出行、 物流运输、应急保障等领域发挥作用。 2月6日,由中国航天科技集团九院牵头研制的国内首款航天造电动垂直起降飞行器(eVTOL),在重 庆永川大安通用机场首飞成功,圆满完成各项性能验证。 据介绍,该产品实现了飞行器与汽车物理组合的创新构型,可面向多元出行与运输需求无缝切换陆空行 驶模式。 (文章来源:中国基金报) ...
中国工业的2026: 大省如何挑大梁
Xin Lang Cai Jing· 2026-02-01 17:16
Group 1: Industrial Growth Targets and Strategies - The core objective for China's industrial sector is to achieve a medium to high-speed growth rate of around 5% in industrial added value by 2026, supported by new production capacities and policy measures [1][2] - Various provinces have set specific growth targets for 2026, such as Zhejiang aiming for a 6% increase in industrial added value and 8% growth in digital economy core industries [3] - The Ministry of Industry and Information Technology emphasizes the importance of major industrial provinces like Guangdong, Jiangsu, and Shandong in stabilizing the industrial economy, as they collectively account for over 60% of the national industrial added value [2][3] Group 2: Investment and Project Initiatives - Shanghai plans to initiate 133 industrial projects with a total investment of 110 billion yuan in 2026, focusing on large-scale projects to support the "14th Five-Year Plan" [4] - Hebei is set to implement a "Project Construction Year" in 2026, emphasizing the completion and effectiveness of key projects while promoting the development of emerging industries [3] - The overall manufacturing investment growth is expected to improve to between 3% and 5% in 2026, compared to a low of 0.6% in the previous year [5] Group 3: Emerging Industries and Future Development - The "14th Five-Year Plan" prioritizes the establishment of a modern industrial system and the strengthening of the real economy, with a focus on developing emerging industries and future industries [6] - Various regions are actively deploying strategies to foster new growth points in industries such as 6G, quantum technology, and biomanufacturing, with Guangdong and Beijing leading initiatives in these areas [7][8] - The integration of technology and industry is expected to accelerate, with significant government support for artificial intelligence, advanced manufacturing, and renewable energy sectors [8]
中国工业的2026:大省如何挑大梁
Di Yi Cai Jing· 2026-02-01 13:23
Core Viewpoint - The industrial value added in China is expected to achieve a medium to high-speed growth rate of around 5% by 2026, supported by various initiatives aimed at upgrading traditional industries and promoting emerging sectors [1][2]. Group 1: Industrial Growth Targets - The Ministry of Industry and Information Technology (MIIT) has prioritized stabilizing industrial growth and fostering innovation as key tasks for 2026, emphasizing the need for a modern industrial system [1]. - In 2025, the industrial value added for large-scale industries grew by 5.9%, with manufacturing maintaining a stable share of GDP, indicating a strong foundation for future growth [2]. - Various provinces, including Zhejiang and Anhui, have set specific growth targets for industrial value added, aiming for increases of around 6% to 6.5% in 2026 [3]. Group 2: Major Projects and Investments - Shanghai plans to initiate 133 industrial projects in 2026, with a total investment of 110 billion yuan, focusing on large-scale projects to support the "14th Five-Year Plan" [4]. - Hebei is set to implement a "Project Construction Year" in 2026, emphasizing the completion of key projects and the development of emerging industries [3]. - The overall manufacturing investment is projected to improve in 2026, with expected growth rates between 3% and 5% due to new technologies and market demand [5]. Group 3: Emerging Industries and Future Development - The "14th Five-Year Plan" emphasizes building a modern industrial system and strengthening the real economy, with a focus on developing new industries and technologies [6]. - Various regions are actively promoting new growth points in sectors such as 6G, quantum technology, and biomanufacturing, aiming to enhance their industrial capabilities [8]. - The integration of technology and industry is expected to accelerate, with significant government support for artificial intelligence, advanced manufacturing, and future industries [8].
2026前沿科技趋势:塑造自己的下一个版本
腾讯研究院· 2026-01-30 08:18
Core Insights - The article emphasizes the rapid evolution and application of artificial intelligence and cutting-edge technologies across various fields, urging a human-centered approach to technological advancement [3][4][5]. Group 1: Human Life's "Third Transformation" - Extending Healthy Lifespan - Human life expectancy has doubled over the past century, with significant improvements attributed to public health, antibiotics, and vaccines [7]. - Recent research indicates a dramatic slowdown in the growth rate of life expectancy, with the average increase dropping to below 0.25 years per decade in the last 30 years [8]. - A shift is occurring from merely extending lifespan to enhancing healthspan, which is the period of life spent in good health, with potential economic implications of up to $47 trillion in costs from non-communicable diseases by 2030 [9]. Group 2: Programmable Life - Gene Therapy - Gene therapy is moving towards optimizing the "life code," with advancements in CRISPR technology and delivery systems expected to mature by 2030 [11]. - Clinical breakthroughs in preventive gene therapy, such as Verve Therapeutics' treatment for cardiovascular disease, show promising results with significant reductions in LDL-C levels [12]. - The success of personalized CRISPR therapy in curing a fatal metabolic disease in a patient highlights the potential of gene therapy [14]. Group 3: Health Planning - AI Enhancing Medical Efficiency - AI is set to revolutionize drug development, disease screening, and personal health management by 2030, significantly reducing the time and cost associated with traditional drug development [21]. - AI combined with multi-omics technology is facilitating faster and more accurate disease screening, with notable advancements in cancer detection [23]. - Aging clock technology is evolving, enabling precise monitoring of aging processes and identifying underlying causes of aging [25]. Group 4: Enhancing Physical Capability - Exoskeleton Technology - Exoskeleton technology is advancing to enhance human physical capabilities, with applications in medical rehabilitation, industrial safety, and personal use [30]. - In the medical field, exoskeletons are evolving from mere mobility aids to intelligent devices that promote neurological recovery [31]. - Consumer-grade exoskeletons are expected to become popular for outdoor activities, significantly improving mobility for users [32]. Group 5: Flying Technology - eVTOL Development - The eVTOL market is projected to reach $41 billion in China by 2040, with significant advancements in battery technology expected to triple flight ranges [37]. - Noise reduction technologies are being explored to enhance social acceptance of eVTOLs, with strategies like "noise corridors" being implemented [38]. - The evolution of drones into aerial robots is enhancing capabilities in both consumer and industrial applications, with significant advancements in autonomous operations [40]. Group 6: Brain-Machine Interfaces - A New Era of Interaction - Brain-machine interfaces (BCIs) are transitioning from experimental therapies to standard treatment options for conditions like paralysis, with companies like Neuralink leading the way [61]. - Non-invasive BCIs are emerging, allowing for enhanced human-computer interaction, with applications in consumer technology [63]. - The integration of BCIs with AI could redefine human-AI collaboration, raising ethical considerations regarding privacy and data protection [64].