Core Viewpoint - China is leveraging its advantages in the drone industry to establish a leading position in the low-altitude economy, focusing on the commercialization of application scenarios, particularly in logistics and transportation [1][2]. Group 1: Low-altitude Economy Development - The low-altitude economy is advancing towards electrification, intelligence, and connectivity, aiming to bypass Western technological barriers and establish standards and regulations [5][10]. - The current scale of China's low-altitude economy has exceeded 500 billion yuan, with a growth rate of 33.8%, and is expected to surpass one trillion yuan in the next three years [2][12]. - The commercialization of low-altitude economic application scenarios is progressing in phases, with consumer markets maturing and sectors like agricultural protection and industrial inspection entering commercial operations [1][12]. Group 2: Low-altitude Logistics Market - The low-altitude logistics market is projected to grow rapidly, reaching approximately 330.5 billion yuan in 2024 and potentially becoming a trillion-yuan market within five years [2][18]. - The penetration of drones in the last-mile delivery market has completed the "0 to 1" process, with expectations for large drones in trunk and branch logistics to follow [2][17]. - The demand for drones from logistics companies like SF Express and Meituan is expected to drive investment in the drone manufacturing and component sectors, reshaping the competitive landscape [2][46]. Group 3: Commercialization Pathways - The commercialization of low-altitude logistics will occur in two phases: expanding city and route coverage, followed by increasing flight density [25][37]. - The average delivery time for drone logistics is significantly reduced compared to traditional methods, with potential cost savings as drone usage scales up [27][31]. - The integration of drones into logistics is expected to enhance efficiency and reduce costs, making low-altitude logistics one of the most promising application scenarios [26][36]. Group 4: Industry Collaboration and Future Outlook - Major logistics companies are collaborating with startups to lead the development of the drone logistics industry, with significant procurement orders expected to reshape the competitive landscape [46][47]. - The future investment in the low-altitude logistics sector is anticipated to exceed 500 billion yuan, driven by the demand for drone procurement and operational infrastructure [43][44]. - The rapid growth of the express delivery and instant delivery markets presents substantial opportunities for drone logistics, with significant room for penetration in both sectors [38][39].

近年来，低空经济犹如一颗璀璨新星，迸发出惊人的发展活力。国家统计局新闻发言人付凌晖5月19日 在国新办发布会上表示，4月份，智能无人飞行器制造、智能车载设备制造行业增加值分别增长74.2% 和29.3%，大幅快于规模以上工业增速。中商产业研究院发布的《2025—2030年中国低空经济分析及发 展趋势研究预测报告》显示，2023年中国低空经济市场规模达5059.5亿元，增速达33.8%。中商产业研 究院分析师预测，2024年中国市场规模将达到9702.5亿元，2025年市场规模将达到1.5万亿元。 这些亮眼数据的背后，是低空经济产业链全面升级和深度整合的结果。以无人机产业为例，从核心零部 件研发到整机制造，从飞行控制系统开发到应用场景拓展，中国已形成完整的产业生态，多地正在加快 建设低空智能融合基础设施，包括无人机起降场、充电桩、监控系统等。这些基础设施的完善，将进一 步释放低空经济的发展潜力，为产业创新提供更广阔的舞台。 政策开道技术赋能 共筑发展坦途 从国家战略到地方实践，各级政府正加大政策力度为低空经济腾飞铺就坦途。在国家层面，低空经济已 被列为战略性新兴产业之一，地方政府则争相出台配套政策，从空域管理松 ...

中新社北京5月11日电 (记者陈杭徐婧)无人机外卖配送"从天而降"、无人机"火眼金睛"助力森林防 火……在第二十七届中国北京国际科技产业博览会(下称北京科博会)上，一架架形态各异的无人机集体 亮相，为公众预演低空经济进入未来生活的图景。 伴随低空经济蓬勃兴起，无人机续航、载重、导航精度等技术不断成熟，已从实验室的酷炫玩具，进化 为千行百业"空中助手"，应用范畴不断拓展。 用户在手机下单后，一架无人机腾空而起，将热气腾腾的外卖送至用户身旁。美团无人机展台工作人员 李海铭表示，美团第四代无人机配备"时空胶囊"轨迹规划技术，通过算法精准计算飞行路径，主要用于 往返约5公里以内的低空物流配送，还能适应六级大风及中雨、中雪天气。 李海铭说，截至今年3月底，美团无人机已在深圳、北京、上海、广州、南京等城市开通55条航线，并 累计完成订单超52万单，其中年轻群体对"无人机送餐"模式接受度较高。今年计划根据市场需求探索更 多配送航线，进一步扩大低空物流覆盖范围。 北京科博会上，普宙科技展示了多旋翼无人机、无人机自动机库等产品，可用于智慧城市、能源巡检、 智慧园区等场景。现场工作人员梁曼琪表示，S200系列无人机具备卫星直连通 ...

【观网财经丨智能早报 4月24日】 英特尔被曝将启动史上最大规模裁员计划 4月23日，据多家媒体报道，英特尔计划在本周宣布裁员超过20%的计划。这将是该公司自1968年成立 以来规模最大的一次组织调整。同时也是新任CEO陈立武（Lip-Bu Tan）上任后推动的首次重大重组。 截至2024年底，英特尔全球员工总数为10.89万人，若按20%比例计算，裁员规模将超过2.18万人。 裁员背后是英特尔持续恶化的财务表现。数据显示，2024年公司营收531亿美元，同比下滑2%，股价全 年暴跌60%，市值蒸发超1000亿美元。更严峻的是，2025年一季度营收预计仅为117亿-127亿美元，大 幅缩水。 马斯克表示，6月奥斯汀Robotaxi车队将由Model Y组成，付费自动驾驶出行将在今年晚些时候扩展至其 他城市。他还预测："在明年下半年，美国将有数百万辆特斯拉实现完全自动驾驶。"但他称，不同地区 需本地化参数调整，毕竟雪地驾驶与加州日常驾驶存在显著差异。他还笑称，中国用户对FSD"最为苛 刻"，是真正将其推向极限的群体。 另外，关于特斯拉机器人部分，马斯克表示，Optimus仍处于开发阶段，大规模生产将在年末开始。 ...

Group 1: Smart Driving Market - The smart driving market is expected to exceed 1.2 trillion yuan by 2030, with L2+ automation gaining traction in vehicles priced below 150,000 yuan [2] - Companies like Asia-Pacific Holdings are collaborating with Huawei and Dongfeng Motor to provide components for smart vehicles, successfully establishing a supply chain for autonomous driving [2] - The penetration rate of urban NOA in mid-to-high-end models is anticipated to continue increasing, leading to intensified competition among car manufacturers [2] Group 2: AI Tools and Development - ByteDance's Volcano Engine has launched several AI tools, including the AgentDevops system, to assist enterprises in developing and managing AI agents [3] - The domestic AI agent market is experiencing rapid growth, with various companies competing and diversifying their offerings across different platforms [3] - Han's Information is accelerating its development of AI agents, achieving approximately 25 million yuan in revenue in the first half of 2024 [4] Group 3: Drone Logistics - Meituan's self-developed fourth-generation drone has received approval from the Civil Aviation Administration, allowing nationwide logistics operations [5] - By the end of 2024, Meituan's drones are expected to operate 53 routes and have completed over 450,000 deliveries [5] - The logistics drone market in China is projected to reach nearly 150 billion yuan by 2030, with a compound annual growth rate of 57% [5] Group 4: Smart Logistics Standards - The Ministry of Industry and Information Technology is expediting the establishment of standards for smart logistics and equipment, aiming to revise over 100 national and industry standards by 2026 [6] - The penetration rate of smart logistics equipment in China is currently below 30%, indicating significant growth potential compared to developed countries [7] - Companies like Xiamen Jishuo are providing intelligent logistics solutions, enhancing operational efficiency in hospitals [7] Group 5: Humanoid Robots - UBTECH's Walker S1 humanoid robot has entered the industrial sector, with over 500 intention orders received [8] - The industrial manufacturing sector is expected to be the first major application area for humanoid robots, with significant potential in commercial services and household applications [8] - Companies like Tianqi and Estun are collaborating to advance the application of humanoid robots in industrial settings [9] Group 6: Satellite Communication - China Unicom has launched its "Unicom Satellite" service, providing emergency communication in areas with unstable coverage [10] - The satellite internet industry is expected to flourish as major telecom operators and manufacturers collaborate on technology and device compatibility [10] - Companies like Shenglu Communication are actively developing 6G technology and related products to support satellite communication [10] Group 7: Smart Automotive Development - Toyota's first D-class car featuring Huawei's HarmonyOS cockpit was unveiled, marking a significant step in smart automotive technology [11] - Huawei is leveraging its ICT expertise to enhance its competitiveness in the smart automotive sector, focusing on software, hardware, and cloud solutions [11] - Companies like Guanghong Technology are providing manufacturing services for Huawei's automotive electronic products, contributing to the smart vehicle ecosystem [12]

中概指数收涨约3.7%，苏轩堂和美物科技股价翻倍，再鼎医药涨超9%，阿特斯涨约8%。 大家早上壕！ 先看海外要闻： 美股反弹，收盘道指涨2.66%，标普500指数涨2.51%，纳斯达克涨2.71%。 美股盘后，特朗普称没打算解雇鲍威尔，现在是降息的绝佳时机，推动标普500盘后涨1.7%、纳指100涨1.8%。 特斯拉收涨超4%，盘后再度大涨。亚马逊、苹果、Meta涨超3%。 十年期美债收益率刷新日低，美元指数加速反弹。 报道称，美国财长贝森特称关税僵局不可持续。另据报道，特朗普政府"接近"和日本与印度达成贸易协定，但可能仍需数月来达成最终的贸易协 议。 黄金盘中涨超2%再创新高，此后贸易消息推动资金撤离避险资产，黄金高位跳水，一度转为跌超1%。 特斯拉Q1盈利锐减40%远逊预期，甩锅贸易政策不定，仍计划上半年开始生产低价车等新车。 马斯克：预计明年下半年将有数百万辆特斯拉实现完全自动驾驶。预计到2025年年底将有（至少）数千套Optimu在特斯拉工厂工作。 国内重大事件汇总： 1、多地正酝酿出台新一轮刺激政策： 广东、上海等地谋划出台《提振消费专项行动方案》。吉林省政府发布《吉林省提振消费专项行动实施方 案》 ...