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低空经济业界聚焦:解决安全与成本问题 释放多样化消费潜力
Sou Hu Cai Jing· 2025-10-19 15:09
央广网北京10月19日消息(记者胡波)据中央广播电视总台经济之声《天下财经》报道,为期四天的第 七届中国天津国际直升机博览会19日闭幕。本届博览会既是低空经济技术成果的"展示平台",也是行业 机遇与挑战的"观察窗口"。业界聚焦:解决安全与成本问题,释放多样化消费潜力。 刘文琦认为,在产业加速起跑的过程中,安全与成本是值得关注的问题。 刘文琦建议:"第一需要加快技术创新攻关,夯实低空装备产业链供应链基础;第二加快建立和完善低 空装备安全性设计体系和可靠性保障体系;第三提升产业链供应链韧性和安全水平。低空经济目前是处 于0~1的突破阶段,第一要安全,第二是要低成本。" "这些新业态带来的风险显而易见。一是复杂性风险源,从单一的航空器本身扩展到空域、航线、网 络、电池数据链、起降场等多个维度;二是耦合性,技术风险、运营风险、监管风险、数据安全风险相 互交织,一个环节出问题可能引发系统性崩溃;三是动态性技术迭代快,应用场景日新月异,风险形态 也在不断地变化;四是高密度与高影响,未来城市低空可能同时有数百架甚至数千架的航空器运 行。"闫鹏说。 天津已率先开展了相关的探索。天津低空经济投资发展有限公司打造的全国首个省级飞 ...
全景东盟双周报(2025年第9期):东博会引领数智+绿色合作破局升级-20250930
Yin He Zheng Quan· 2025-09-30 13:56
Collaboration Framework: Building a Multi-Dimensional Cooperation System Centered on Digital Intelligence and Innovation - The China-ASEAN Expo (CAEXPO) has become a significant platform for cooperation between China and ASEAN, with the 22nd CAEXPO held in Guangxi from September 17-21, 2025, focusing on "Digital Empowerment for Development, Innovation Leading the Future" [5][6] - The expo featured over 3,260 enterprises from 60 countries, marking a historical high in scale and participation, with a significant emphasis on high-level political and business engagement [6][7] - The CAEXPO showcased a dedicated AI pavilion with over 1,200 exhibits, where AI-related products accounted for more than 50% of the total exhibits, highlighting the integration of advanced technology into various sectors [12][13] Capital Market: Major Indices Rise, Bond Market Shows Moderate Volatility - From September 1 to 19, 2025, ASEAN major stock indices exhibited a mixed performance, with gains ranging from -1.35% to +4.07%, led by Indonesia (+4.07%) and Thailand (+3.88%) [19][20] - The ASEAN currencies strengthened against the US dollar during the same period, with notable appreciation in the Thai Baht (1.40%) and Malaysian Ringgit (0.44%) [28] - The bond markets in ASEAN showed moderate fluctuations, with Malaysia's 10-year government bond yield remaining stable between 3.39% and 3.43%, reflecting market confidence in its economic stability [32][33] Cooperation with China: Upgrading Institutional Framework and Expanding Diverse Industries - The China-ASEAN Free Trade Area 3.0 agreement is set to be signed in October 2025, marking a significant institutional upgrade in bilateral economic cooperation [37][39] - High-level interactions between Chinese and ASEAN leaders have intensified, enhancing political trust and paving the way for practical cooperation in trade, security, and cultural exchanges [39][40] - The focus of cooperation is shifting towards digitalization and green development, with practical measures in cross-border e-commerce, smart manufacturing, and educational collaboration being implemented [41][42]
大别山里走出制造业“绿色明珠”
Ren Min Ri Bao· 2025-09-25 21:49
以"退城进园"为抓手,应流集团投资15.7亿元新建智能化生产线,其中环保投入超亿元,充分彰显绿色 发展的决心。 在地处大别山腹地安徽省六安市霍山县的安徽应流集团智能化车间里,机械手平稳运转,精密加工着航 空发动机叶片。这家从山区小厂起步的企业,如今已成长为国家级专精特新"小巨人"企业,成为革命老 区崛起的高端制造优秀代表。 应流集团的成功蜕变,是六安市推动传统产业转型升级、聚焦科技创新、发展高端制造业的生动缩影。 从生产简单铸件起步,逐步迈向高端部件、核能材料和航空科技三大主业,应流集团走出一条绿色与创 新协同并进的发展道路,近年来业务一直保持增长趋势,其中80%源于绿色能源装备业务。 围绕国家高水平科技自立自强战略,聚焦核电、航天航空、燃气轮机等重点领域,应流集团投入研发资 金10.4亿元,开展28项产学研合作,与16家高校院所协同攻关,成功突破多项关键技术。其120—600千 瓦级混合动力系统已完成测试与试飞,部分产品投入应用,标志着其具备完整大功率混合动力系统设计 生产能力。 "环境保护是企业必须承担的社会责任。"应流集团有关负责人蒲伟表示,公司作为集团实施价值链延伸 战略、实现产业高端化发展的平台,着 ...
低空板块专题 - 系列研究深度精选电话会议
2025-09-15 14:57
Summary of Low Altitude Sector Conference Call Industry Overview - The low altitude sector is entering a popularization phase in 2024, driven by policy and airshow expectations, leading to increased market attention and stock price movements of leading companies like WanFeng AoWei [1][3] - The sector is expected to see significant growth in 2025, particularly after YiHang obtained the OC operating license, marking a transition from design and production to actual operations, which will boost performance and scale [1][4] Key Points and Arguments - Investors should focus on order fulfillment and performance growth rather than speculative trading, with the complete machine and infrastructure segments likely to see the first significant orders and high growth potential [1][5] - Domestic Evita complete machine companies are securing large domestic and international orders, indicating increasing product competitiveness in logistics, tourism, and emergency rescue applications [1][6] - National support for the low altitude economy is anticipated, with potential subsidies benefiting complete machines, related testing and inspection services, and infrastructure construction [1][7] - Key companies to watch in the complete machine segment include YiHang Intelligent and Green Energy HuiChong, while in the infrastructure segment, ShenChengJiao is highlighted [1][8] Infrastructure Development - Shenzhen plans to build 1,200 take-off and landing points, including large, medium, and small facilities, to meet the needs of eVTOL and drone logistics, with implementation expected in the next 1-2 years [1][10] Market Challenges - The low altitude sector's stock performance in 2025 has been sluggish due to delayed policy details and comparatively less progress in the sector compared to others [2] Component and Operational Insights - Notable companies in the components segment include ZongShen Power, WoLong Electric Drive, and YingBo, with ZongShen focusing on aviation engines and WoLong on electric drives [1][11] - Representative companies in the operation and air traffic management sectors include ZhongXing HaiZhi and LaiSi, with the former showing strong commercial operation progress [1][12] Market Trends - The national low altitude economy is expected to develop three core clusters: Central region represented by Hefei, Greater Bay Area represented by Shenzhen, and the Sichuan-Chongqing region, with potential new pilot cities for supporting construction [1][13] Product Developments - Green Energy HuiChong has made significant advancements in heavy-duty drones, with expectations to deliver over 100 units in 2025, each priced around 3 million yuan, and has secured a 120-unit order from Indonesia [1][14] - The industrial-grade drone market is experiencing strong demand in emergency response, logistics, and other applications, with a projected market demand of 5,000 to 10,000 units in the coming years [1][15] Investment Recommendations - The most promising stocks in the complete machine segment include Green Energy HuiChong, noted for its industry certifications and order fulfillment, while ShenChengJiao is highlighted in the infrastructure segment [1][16]
2025年服贸会闭幕 全球企业看好中国机遇
Zheng Quan Ri Bao· 2025-09-14 16:14
作为国家级专精特新"小巨人"企业,北京航景创新科技有限公司携多款无人机产品亮相服贸会。公司副 总经理、首席品牌官宋阳在接受《证券日报》记者采访时表示:"此次参展,我们吸引了众多国内外客 户的关注,这为公司拓展国际市场创造了宝贵机会。未来,公司有望与国内外客户达成更多合作,将中 国自主研发的重载无人机技术推向更广阔的世界舞台。" "作为一家B2B电子商务平台,展会是我们与客户、合作伙伴面对面交流最高效的一种方式,成为公司 与客户建立联系的重要平台。"国联股份(603613)跨境平台CNAUTO执行总裁许建表示。 特斯拉展台工作人员对《证券日报》记者表示,服贸会为特斯拉搭建了一个展示创新成果、与各界交流 合作的优质平台。通过参与服贸会,特斯拉能了解最新的市场趋势和技术发展方向,获取宝贵的行业信 息和合作机会。同时,服贸会推动了公司与政府、行业以及消费者之间的多层次交流,帮助公司更好地 融入中国新能源汽车产业链,并坚定了扎根中国市场的决心。 四足机器狗、中医红外面部检测机器人、AI全骨科手术机器人……AI正加速走进各行各业,此次服贸 会现场展出的AI产品,也吸引了大批观众排队体验。 "很兴奋能够近距离接触这些科技产 ...
新型农机成“主角”、无人机开辟“空中走廊”……科技赋能金秋好“丰”景
Yang Shi Wang· 2025-09-08 02:42
Group 1 - The article highlights the significance of the White Dew solar term, marking the arrival of autumn and the harvest season, emphasizing the role of technology in ensuring agricultural yields [1] - New agricultural machinery with straw recovery functions is becoming increasingly important in fields, particularly in Shandong Heze, enhancing efficiency in crop harvesting [3][22] - The use of heavy-duty drones has revolutionized the transportation of harvests from mountainous areas, significantly reducing transport time from 50 minutes to just 10 minutes [6][8] Group 2 - An unmanned plant factory in Chengdu, Sichuan, has achieved over 100 times the production efficiency compared to traditional farming methods, showcasing advancements in agricultural technology [9][11] - The plant factory employs automated systems for planting and transporting crops, ensuring a fully automated growth cycle [13] - In Jiangxi Yongxin, modern agricultural machinery is being utilized to expedite the harvesting of over 200,000 acres of rice, with nearly 3,100 machines deployed for efficient operations [18][20] Group 3 - In Shandong Yuncheng, new corn harvesting machines are being introduced that can simultaneously harvest corn and collect straw, streamlining the entire process [22] - In Xinjiang Kunyu, the region is experiencing a bumper harvest of processing tomatoes, with an expected yield of around 9 tons per acre, thanks to favorable climatic conditions [25][31] - The implementation of an order-based agricultural model in Kunyu ensures quality control and efficient management throughout the tomato growing process, enhancing the overall yield and quality [31][29]
绿能慧充:与新疆商贸物流签署《战略合作协议》
Mei Ri Jing Ji Xin Wen· 2025-08-05 09:57
Group 1 - The core viewpoint of the article is that Green Energy Hui Charge (SH 600212) has signed a strategic cooperation agreement with Xinjiang Commercial Logistics to collaborate in the fields of new energy charging stations, energy storage, and heavy-duty drones [2] - In the fiscal year 2024, the revenue composition of Green Energy Hui Charge is as follows: 94.95% from the new energy sector, 2.05% from railway transportation, 1.72% from drone business, and 1.28% from other businesses [2]
绿能慧充与新疆商贸物流在重载无人机等领域开展全面合作
Zhi Tong Cai Jing· 2025-08-05 09:07
Core Viewpoint - The company, Green Energy Wisdom (600212.SH), has signed a strategic cooperation agreement with Xinjiang Commercial Logistics Group to collaborate in the fields of new energy charging stations, energy storage, and heavy-duty drones [1] Group 1: Strategic Cooperation - The strategic cooperation aims to leverage the strengths of both parties to promote the large-scale deployment of new energy charging stations and energy storage products in Xinjiang [1] - Xinjiang Commercial Logistics possesses extensive resources in logistics parks, transportation hubs, and border ports in Xinjiang, which will facilitate the implementation of the cooperation [1] Group 2: Business Impact - The signed agreement does not involve specific transaction amounts and is not expected to have a significant short-term impact on the company's operating performance [1] - The future impact on the company's performance will depend on the progress and implementation of specific projects, indicating a level of uncertainty [1] Group 3: Long-term Development - The agreement establishes a strategic partnership between the company and Xinjiang Commercial Logistics, aimed at driving industrial upgrades and value co-creation [1] - This collaboration aligns with the company's long-term development plans and the interests of all shareholders, contributing to the high-quality economic development of Xinjiang [1]
绿能慧充(600212.SH)与新疆商贸物流在重载无人机等领域开展全面合作
智通财经网· 2025-08-05 09:05
Core Viewpoint - Green Energy Hui Charge (600212.SH) has signed a strategic cooperation agreement with Xinjiang Commercial Logistics Group, focusing on the development of new energy charging stations, energy storage, and heavy-duty drones [1] Group 1: Strategic Cooperation - The strategic cooperation aims to leverage the strengths of both companies to promote the large-scale deployment of new energy charging stations and energy storage products in Xinjiang [1] - Xinjiang Commercial Logistics possesses extensive resources in logistics parks, transportation hubs, and border ports in Xinjiang, which will facilitate the implementation of the cooperation [1] Group 2: Business Impact - The signed agreement does not involve specific transaction amounts and is not expected to have a significant short-term impact on the company's operating performance [1] - The future impact on the company's performance will depend on the progress and implementation of specific projects, indicating a level of uncertainty [1] Group 3: Long-term Development - The agreement establishes a strategic partnership between the company and Xinjiang Commercial Logistics, aimed at driving industrial upgrades and value co-creation [1] - This collaboration is aligned with the company's long-term development plans and the interests of all shareholders, contributing to the high-quality economic development of Xinjiang [1]
绿能慧充:和新疆商贸物流签订战略合作协议 围绕新能源充电桩和储能、重载无人机领域开展全面合作
人民财讯8月5日电,绿能慧充(600212)8月5日晚间公告,公司和新疆商贸物流(集团)有限公司(简 称"新疆商贸物流")达成战略合作意向,并签订了《战略合作协议》,双方将基于各自优势资源,围绕 新能源充电桩和储能、重载无人机领域开展全面合作。 转自:证券时报 ...