Core Insights - The low-altitude economy is rapidly becoming a strategic focus for many listed companies, with several reporting significant growth in related business areas in their half-year results for 2025 [1][3] - Multiple cities are actively implementing low-altitude economic development plans, indicating a competitive push into a trillion-yuan market, supported by reforms in low-altitude airspace and new infrastructure [1][4] Company Performance - Leading companies in the low-altitude economy sector have shown remarkable performance, with some reporting net profit increases of over 1000%, such as Qianfang Technology with a 1287% increase [3][4] - Companies like Zongheng Co. have reported a 61.72% year-on-year increase in revenue, driven by the rapid implementation of low-altitude digital economy projects [6] Market Potential - The low-altitude economy is projected to reach a scale of 1.6 trillion yuan by 2027, with significant growth expected in low-altitude logistics, including cold chain logistics and instant delivery services [4] - The market for low-altitude logistics is anticipated to create nearly 8 billion yuan in market space by 2027, driven by policy support and technological advancements [4] Industry Developments - Various provinces are developing tailored low-altitude economic action plans, with Sichuan province aiming to establish itself as a hub for low-altitude economic development [6] - Companies are actively expanding their business boundaries, with Hai Te Gao Xin collaborating with eVTOL manufacturers and Huaguang Yuanhai entering the bulk commodity logistics sector [7] Technological Advancements - Companies like Nairui Radar are broadening their market applications, including meteorological detection and civil aviation, while also planning international expansion [7] - The integration of AI and unmanned systems in low-altitude data services is being pursued by companies to enhance operational efficiency and service delivery [6]

纵横股份 20250822 摘要 纵横股份 2025 年上半年营收近 1 亿元，同比增长 71%，归母净利润亏 损约 840 万元，同比减亏 1,600 万元，经营质量显著改善，主要受益于 无人机系统毛利率提升和服务业务拓展。 公司聚焦低空数字经济，中标智慧巴中项目 1.06 亿元，依托无人值守 系统加综合运营加 AI 形成数据服务体系，在多地开展应用示范，并积极 探索低空文旅领域，寻求新的业务增长点。 公司海外市场收入占比提升至 15%-20%，确认收入超 1 亿元，CW40 和 CW100 已获军贸许可资质，云龙大飞机也在争取军贸证资质，主要 对标土耳其 TB2，以低成本和多任务执行能力拓展"一带一路"市场。 公司与巴中市政府合作，成立"纵横巴中"，提供温湿度系统加云加 AI 打包项目，总金额 1.06 亿元，部署约 100 个无人值守系统及云平台， 通过数据服务替代传统巡查，降低成本并提高效率。 公司通过政府统筹采购和运营模式，解决无人机推广中成本高和利用率 低的问题，利用无人值守系统节省人力物力费用，提供高效数据服务， 并解决政府编制紧张问题。 Q&A 2025 年上半年，天峰军工纵横股份的经营情况如 ...