"十五五"规划建议提出，打造新兴支柱产业，加快新能源、新材料、航空航天、低空经济等战略性新兴 产业集群发展。 "飞"出市场新空间 实现市场化运用是山河星航追求的目标，如今在"低空+文旅""低空+物流"等热度之下，山河星航订单爆 发式增长。山河星航董事、运营总监黄鑫向记者介绍，"阿若拉"轻型运动飞机目前累计交付量即将突破 400架，累计飞行时长超过20万小时，市场占有率超过70%，主要适用于飞行培训、飞行体验、飞行表 演、航拍航测和遥感等应用领域。 "市场爆发力比预想中来得更快。"黄鑫表示，从成功交付第1架到第100架载人轻型运动飞机，山河星航 用了10年时间，而交付量从100架到200架却仅用了2年时间。今年山河星航更是迎来爆发式增长，单年 订单量已突破150架，月排产基本满产满销。 甚至上游零部件产能已经在限制飞机交付的进度，记者在厂区看到很多飞机还没有装上发动机。黄鑫坦 言，这家生产发动机的奥地利企业由于产能有限，影响了交付进度，公司正在推动发动机的国产化进 程，预计今年将会完成这一目标。他表示，山河星航在"十五五"初期将进一步攻克材料、航电仪表等关 键领域，最终可实现整机100%国产化的目标。 作为全国 ...

● 本报记者 杨洁 "十五五"规划建议提出，打造新兴支柱产业，加快新能源、新材料、航空航天、低空经济等战略性新兴 产业集群发展。 "市场爆发力比预想中来得更快。"黄鑫表示，从成功交付第1架到第100架载人轻型运动飞机，山河星航 用了10年时间，而交付量从100架到200架却仅用了2年时间。今年山河星航更是迎来爆发式增长，单年 订单量已突破150架，月排产基本满产满销。 甚至上游零部件产能已经在限制飞机交付的进度，记者在厂区看到很多飞机还没有装上发动机。黄鑫坦 言，这家生产发动机的奥地利企业由于产能有限，影响了交付进度，公司正在推动发动机的国产化进 程，预计今年将会完成这一目标。他表示，山河星航在"十五五"初期将进一步攻克材料、航电仪表等关 键领域，最终可实现整机100%国产化的目标。 作为全国首个全域低空空域管理改革试点省份，湖南高度重视低空经济发展，将其视为培育新质生产 力、塑造发展新动能的关键抓手。近日，中国证券报记者跟随工业和信息化部"新型工业化调研行"来到 湖南株洲，低空经济的火热发展图景清晰可见。 "飞"出靓丽新名片 湖南株洲芦淞机场近日引擎轰鸣声不绝于耳，2025湖南（国际）通用航空及低空经济产业 ...

Core Insights - The fourth Guangdong Province Construction Culture Promotion Week and Guangzhou Smart Construction and "Good House" Innovation Achievement Promotion Month was held, showcasing over 40 pieces of smart equipment aimed at addressing pain points in construction [1][3] Group 1: Event Overview - The event featured three main exhibition areas: outdoor, elevated, and indoor, focusing on lean construction themes and interactive displays of integrated product systems [3] - The outdoor area highlighted four key integrated systems designed to tackle issues such as danger, complexity, dirtiness, and heaviness in construction [3] Group 2: Smart Equipment Highlights - The "Aruola" lightweight aircraft from Shanhe Xinghang, equipped with aerial surveying and remote sensing devices, provides precise aerial data support for building design, municipal planning, and engineering surveying [3] - The elevated area showcased 13 types of smart construction equipment, including the Anzhimiao OS safety inspection system, which enhances efficiency by approximately 10 times compared to traditional manual inspections through drone surveillance and AI analysis [3][4] Group 3: Robotics in Construction - Three types of robots were displayed in the decoration and renovation segment: a spraying robot for automated wall and ceiling spraying, a putty polishing robot for automated wall and ceiling finishing, and a floor grinding robot with dust collection and line-following capabilities [4] Group 4: Indoor Exhibition - The indoor area presented full-size model rooms based on 20 measures for "Good House" construction, divided into three sections: good design, good construction, and good materials [4] - The good design section featured a core technology tool, the digital three-dimensional base, which creates a 1:1 digital twin of each property using high-precision scanning and modeling [4] Group 5: Future Goals - Guangzhou aims to integrate smart construction deeply into the building industry, targeting an annual output value of 500 billion yuan by 2030 [4]

Core Viewpoint - The stock price of Shanhe Intelligent (002097.SZ) has surged significantly, with a cumulative increase of 116% over 15 trading days, leading to a market capitalization of 18.6 billion yuan [1][7]. Company Overview - Shanhe Intelligent operates in three main business areas: construction machinery, aviation equipment and services, and special equipment, achieving annual revenue exceeding 7 billion yuan [1]. - The company was founded by He Qinghua, who transitioned from academia to entrepreneurship at the age of 53, starting with hydraulic static pile drivers [3][4]. Historical Development - He Qinghua faced significant challenges in the competitive construction machinery market dominated by major players like Sany Heavy Industry and Zoomlion, starting with limited resources [4]. - The company achieved its first major financial turnaround in 2003, with revenue surpassing 100 million yuan and net profit reaching the million level [4]. - In 2006, Shanhe Intelligent became the first privately-owned company in China's construction machinery sector to be listed on the Shenzhen Stock Exchange [4]. Recent Developments - After facing a downturn in 2012, He Qinghua initiated a second entrepreneurial phase, expanding into the aviation sector with the establishment of Shanhe Xinghang [5][6]. - The company maintained a research and development investment of over 5% during industry lows, focusing on high-end hydraulic components and intelligent control technology [6]. - By 2023, international revenue accounted for over 50% of Shanhe Intelligent's total revenue, with projections to increase to 61.98% in 2024 [6]. Product Innovations - The first self-developed light sport aircraft, "Aruola," received airworthiness certification in 2018, showcasing the company's technological capabilities [6][7]. - The aviation segment has expanded into flight training and tourism operations, with the first export of a Chinese brand general aircraft to Nepal in 2023 [7]. Leadership Transition - He Qinghua stepped down as chairman in 2022 and as honorary chairman in 2024, but continues to serve as the chief expert of the company [7]. - The ongoing development of Shanhe Xinghang, which is preparing for an IPO, is expected to contribute significantly to Shanhe Intelligent's performance [7][8].