Group 1 - The Air Force Logistics Department has suspended Sichuan Jiuzhou Electric Group Co., Ltd. from participating in all military procurement activities due to serious violations, effective from July 8, 2025 [1] - The company is accused of collusion in bidding for military procurement projects, violating relevant laws and principles of fair competition [1] - The decision is based on the "Regulations on the Procurement Management of Military Materials and Engineering Services" and directly involves the company's legal representative and authorized representatives [1] Group 2 - Sichuan Jiuzhou Electric Group Co., Ltd. is located in Mianyang, Sichuan Province, established in 1958, and is a key enterprise in radar systems and air traffic control systems [3] - The company engages in the development, manufacturing, and service of various high-tech products, including digital TV equipment, broadband networks, and satellite navigation systems [3] - It occupies approximately 1.35 million square meters, with total assets of 16.552 billion yuan and net assets of 4.8 billion yuan, employing over 15,000 staff [3]

Core Insights - The "Low Altitude Economy Industry Application Scenario Matching Conference" was held in Chengdu, focusing on the development of the low-altitude economy and attracting various stakeholders [1][3] - The event aimed to promote collaboration and resource sharing among cities in the Chengdu metropolitan area, emphasizing the goal of "creating, flying, and utilizing" low-altitude applications [3][4] Group 1: Event Overview - The conference attracted over 100 entrepreneurs from the low-altitude economy industry chain, facilitating in-depth discussions on industry trends and cooperation needs [3] - A total of 14 projects were signed at the conference, covering advanced application scenarios, core industrial layouts, and key commercial collaborations [4] Group 2: Investment Opportunities - The conference presented a cooperation list that includes policy support, fund empowerment, talent cultivation, infrastructure support, platform co-construction, and scenario opening [8] - The investment opportunities include a policy subsidy of 96 million, a 3 billion industry fund matrix, and a talent policy system aimed at attracting skilled professionals [8] Group 3: Industry Development - Chengdu is focusing on innovative development methods for the low-altitude economy, aiming to enhance production quality and upgrade development dynamics [10] - The city plans to create a vibrant low-altitude economic environment, providing broader investment opportunities and efficient services to businesses [10]

Group 1 - The low-altitude economy is expected to become a trillion-level new sector in the next 3-5 years, reshaping urban transportation, logistics, and tourism industries, with significant investment opportunities in the related industrial chain [1] - The Shenzhen government has introduced the first local special regulations on low-altitude economy, aiming to enhance infrastructure and service systems, with nearly 300 drone routes and over 1.7 million cargo flights completed [1][2] - The national policy support for low-altitude economy has been increasing, with projections indicating a market size of 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035 [2] Group 2 - Companies are actively engaging in the low-altitude economy, with Deep City Transportation focusing on developing a new generation of urban transportation systems and expanding into various technological fields [2][3] - Changyi Technology has established a subsidiary for drone assembly and parts production, while companies like Aosheng Technology are innovating in solid-state battery materials, which have applications in low-altitude economy [3] - Analysts predict that 2025 will mark the year of large-scale operations in the low-altitude economy, with significant advancements in infrastructure and commercial applications [4]

Group 1 - Shenzhen has introduced the first local special regulations on low-altitude economy in China, aiming to enhance infrastructure and resource allocation for low-altitude flights [1] - The city has a leading position in the production of consumer and industrial drones, with nearly 300 drone routes opened and over 1.7 million cargo flights completed [1] - China Galaxy Securities predicts that 2025 will mark the year of commercial application for the low-altitude economy, with accelerated construction of air traffic management systems and takeoff/landing sites [1] Group 2 - Since 2024, the national government has been actively promoting the development of low-altitude economy, with policies at both the top and local levels driving improvements in planning [2] - The year 2025 is expected to transition low-altitude economy from planning to industrial implementation, contingent on a well-developed digital infrastructure [2] - There is a strong emphasis on achieving nationwide low-altitude communication and navigation system coverage by 2025, indicating urgent needs for large-scale construction [2]

5月整个市场线先扬后抑，市场热点几乎每天频繁切换，比如： 5月6日市场炒作华为鸿蒙， 5月7日市场炒作军工大飞机 5月8日市场炒作磁悬浮压缩机 5月12日市场炒作海陆空 5月10日市场炒作军工大飞机 5月14日市场炒作军航运和金融 5月15日市场炒作军麦角硫因 5月19日市场炒作重组 5月22日市场炒作创新药 可见市场持续性极差，板块轮动快，高位抱团股瓦解后，市场缺乏明确的赚钱效应，那么 6月份市场将会如何演绎？在风格这块摩研君认为转向 大盘绩优成长风格 ，核心资产盈 利拐点率先出现。 那么6月会有哪些热点题材发酵呢？今天摩研君给大家盘点一下。 01 低空经济 eVTOL制造 ： 亿纬锂能 （锂电池供应商）、 光威复材 （碳纤维材料） 基础设施 ： 华测导航 （低空智联网）、 海格通信 （空管系统） 02 AI与机器人 AI领域迎来技术突破，An t hr opi c 推出 Cl a u d e 4大模型（编码能力接近人类），谷歌 Gemi ni 2.5Pr o在数学竞赛难题中表现优异，国产大模型如百度文心、科大讯飞星火持续 优化。 核心标的： AI 算力 ：中科曙光（算力芯片）、浪潮信息（服务器） 四川、山 ...

5月25日，以"深化改革增动能扩大开放促发展"为主题的第二十届中国西部国际博览会在成都开幕。当 天，四川绵阳集中签约项目21个，涵盖商业航天、机器人等特色产业领域。签约企业包括8家世界财富 500强、中国企业500强和民营企业500强的"三类500强"企业和上市公司。 绵阳是党中央、国务院批准建设的中国唯一科技城，四川第二大经济体，成渝双城经济圈第三城。现 场，以"智领科技·链动未来"为主题的中国（绵阳）科技城展览展示馆也正式亮相，设立"一厅两区"， 紧扣国家战略使命，集中展示了天链机器人、长虹FLASH放疗系统等130余件新质生产力标志性产品， 系统呈现科技城建设25周年创新发展成果。 当前，绵阳正把"发挥中国科技城优势加快建成省域经济副中心"作为推动绵阳高质量发展的总牵引总抓 手，奋力推动全市经济总量尽快站上5000亿元大台阶、加快向6000亿元迈进，在全省率先建成省域经济 副中心，成为川渝地区重要增长极和发展动力源。 （文章来源：每日经济新闻） 绵阳是我国重要的国防军工和科研生产基地，"创新链动新生态展区"集中展现了中物院、西南科大等在 绵国家级科研院所、高等院校及科创转化平台的成果，共展出小型核动力装 ...