作者： 张锐 封图：图虫创意 过去两年，Citywalk（城市漫步）在中国各大城市流行。如今，随着eVTOL（电动垂直起降航空器）、飞 行汽车等产品的前沿技术发展，"City Fly"（城市低空飞行/观光）也正在走向商业化。 "今年更冷静、理性。"邹一沛表示，一方面现有的空域还需有 序放开才能实现常态飞行，另一方面民航局对运营商和飞行操 控人员的资质颁发也需要逐渐到位。他认为，这是行业发展必 然要经历的过程，因为"安全容不得闪失"。 广 州 合 利 创 兴 智 能 科 技 有 限 公 司 （ 下 称 " 合 利 智 能 " ） 以 低 空 观 光 旅 游 起 家 ， 主 要 依 托 亿 航 智 能 （NASDAQ：EH）的eVTOL产品进行运营。目前，该公司正在推进广州市内首条商业化自动驾驶飞行器 空中观光游览航线：从天德广场出发，依次经过猎德大桥、广州塔、广州大桥、海心沙，再回到天德广场 （下称"天德广场-海心沙"航线）。 10月9日，合利智能执行总裁邹一沛向经济观察报记者表示，上述游览航线争取在明年实现商业化落地， 他对此也非常期待。 "政策、技术，还有社会环境，人们的消费观念需要协同发展，共同推进。"邹 ...

中国车企在飞行汽车领域的布局明显提速。 长安汽车9月27日发布公告称，公司董事会会议审议通过了关于设立飞行汽车合资公司的议案。同一 天，长安汽车董事长朱华荣在世界新能源汽车大会上表示，长安汽车正在加快布局飞行汽车等新兴领 域，计划2030年推出航线飞行汽车。 小鹏汽车董事长兼首席执行官何小鹏近日也对外表示，2026年小鹏汽车会把全球第一台"汽车+飞机"组 合折叠的飞行汽车真正量产并且开始交付。 小鹏、广汽锁定2026年交付 万亿级低空经济正推动飞行汽车加速发展，国内包括吉利、长安汽车、广汽、小鹏、奇瑞等多家车企积 极拓展低空飞行领域，通过自研或联合研发、投资等多种方式，构建电动垂直起降飞行器 （eVTOL）、汽车加无人机、飞行汽车等多种形态，呈现出多元化的技术路径。 "我认为10-30年后，人们可以住在离城市中心100公里的地方，（使用飞行汽车）可以10分钟以内到 达，安全、快速、无人化。所以，低空飞行会为城市和城市之间或者城市周边的生活带来巨大的改 变。"何小鹏称，小鹏汽车已做了7代原型机，投入数十亿元成本，将在2026年开始量产交付飞行汽车。 除小鹏外，广汽也在推动飞行汽车商业化落地。今年6月，广汽宣布自 ...

Core Viewpoint - Chinese automotive companies are accelerating their investments in the flying car sector, with several firms announcing plans for production and development timelines for flying vehicles by 2026 and beyond [1][2][4]. Group 1: Company Developments - Changan Automobile announced the establishment of a joint venture for flying cars and plans to launch a flight-capable vehicle by 2030 [1]. - Xiaopeng Motors aims to mass-produce the world's first "car + airplane" combination flying car by 2026, having developed seven prototype models with significant investment [2][4]. - GAC has also made strides in the flying car market, with plans to deliver its GOVY AirCab by the end of 2026, priced under 1.68 million yuan [4]. - Other companies like Geely and FAW are still in the research and testing phases, with FAW's flying car expected to make its first flight this year [5]. Group 2: Market Potential - Morgan Stanley predicts that the flying car industry could reach a market size of $300 billion by 2030 and $9 trillion by 2050, with China potentially becoming the largest urban low-altitude transportation market [2]. - The low-altitude economy is expected to create three trillion-dollar segments: low-altitude vehicle manufacturing, infrastructure, and operational services [8]. Group 3: Industry Trends - The flying car sector is seen as a response to the saturation of the smart automotive market, with companies seeking new growth avenues [7]. - The Chinese government has recognized the low-altitude economy as a strategic emerging industry, providing a favorable policy environment for its development [7]. Group 4: Challenges - Despite the promising outlook, flying cars face challenges such as high costs and regulatory hurdles that must be addressed for widespread adoption [3][10]. - The current high costs are attributed to the immature supply chain and the need for technological advancements in core components [10][11].

央视网消息：2025辽宁省航空产业发展大会暨沈阳法库国际飞行大会9月29日至10月1日举行，本届大会既有国内顶尖飞行表演队献上"蓝 天之舞"，也有新能源飞机、电动垂直起降飞行器等低空经济与概念机展区，展示了低空经济的广阔前景。 在大会上，特技飞行表演劲舞长空。航模多机竞速穿梭，阿若拉六机编队演绎"空中芭蕾"，20具动力伞编队、高空跳伞组成矩阵，初教-6 双机表演，花式飞行精彩纷呈。 本届大会室外汇集了50多种机型以及超过100架航空器集结，室内则有118家企业参展，带来近400件展品。展品覆盖多种低空经济应用场 景。 在航空产业展上，多种产品描绘了未来交通出行的种种可能，它可以是飞行汽车，甚至是水陆两栖飞碟飞行器。 世界无人机大会主席杨金才称："把我们中国的优势充分发挥出来，用新材料、新能源、新技术来组成无人机系统，赋能社会，赋能千行 百业。" 业内专家告诉记者，除了农林植保，无人机在物流配送、文旅、环境保护、楼宇清洁、消防灭火等方面更是大有可为。 俄罗斯参展企业代表卢茨斯基称："我们带来的这款教育软件面向学校和大学，帮助学生掌握如何操作无人机，很多围绕竞赛教育内容， 我们希望为中国无人机教学市场带来新的产品 ...

Group 1 - Hong Kong automotive stocks rose against the trend, with XPeng Motors leading with a peak increase of over 8%, followed by Chery with over 5%, and NIO with nearly 3% [1] - According to a report by CICC, the transformation of China's automotive industry towards electric and intelligent vehicles is nearly complete, with expectations for the penetration rate of new energy vehicles in China to exceed 50% by 2025 [1] - By 2030, it is anticipated that Chinese domestic brands will achieve a production scale of nearly 30 million vehicles globally, with several companies potentially producing over 5 million vehicles annually [1] Group 2 - XPeng Motors announced its official entry into five European markets: Switzerland, Austria, Hungary, Slovenia, and Croatia, and signed a quantum security technology cooperation agreement with Alibaba Cloud [1] - Chery has achieved several significant milestones this year, including being the top exporter of Chinese automobiles, leading in SUV market share, and having the fastest growth in the Fortune Global 500 rankings [1] - BYD is intensifying its efforts to expand into the German market, the largest automotive market in Europe, by hiring senior executives to strengthen its operations [1]

乘联分会：8月皮卡市场销售4万辆，同比持平 乘联分会数据显示，2025年8月皮卡市场销售4.0万辆，同比持平，环比下降3%，处于近5年的中高位水 平。 小米YU7交付已超4万台 9月25日，梅赛德斯-奔驰与Momenta联合宣布，基于Momenta飞轮大模型，双方联合研发的智能驾驶辅 助系统即将发布，并率先搭载于今秋上市的国产全新纯电CLA车型。该系统可实现从车位到车位的智能 辅助驾驶功能。 宁德时代与首汽集团签署战略合作协议 9月25日晚，2025雷军年度演讲暨小米17系列发布会上，小米集团创始人、CEO雷军公布，小米YU7上 市3个月，交付已超过40000台。 小米汽车推出定制服务 9月25日，小米汽车宣布推出定制服务，试运营一年，每月最多定制40台，需要线下锁单。目前支持 YU7 Max 、SU7 Ultra车型定制，可与现有配置组合搭配。选配需包含定制配置，且选配金额需超过10 万元（不含权益赠送）。 问界M9全系开启华为乾崑智驾ADS 4升级 9月25日，问界汽车宣布，问界M9全系开启华为乾崑智驾ADS 4升级，主动安全能力升级了增强型自动 紧急转向、前向雨雾天气AEB、侧向/后向安全AEB、驾驶员 ...

商务合作▲点击图片 商务部等八部门发文大力发展数字消费 9月25日消息，商务部等八部门近日联合印发《关于大力发展数字消费共创数字时代美好生活的指导意见》，从丰富数字消费领域供给、培育壮 大数字消费经营主体、优化数字消费支撑体系等4方面提出14项具体举措。 美国下调欧盟汽车关税至15% 9月25日消息，美国特朗普政府发布正式公告，实施美国与欧盟达成的贸易协议，确认自8月1日起，对欧盟进口汽车及汽车产品征收15%的关 税。此外，文件还列出了对某些药物化合物、飞机零部件及其他进口商品的关税豁免。在特朗普政府正式宣布下调关税之前，欧洲汽车行业在 15%的基准关税基础上还面临额外25%的行业关税。 根据美欧此前达成的贸易协议，欧盟承诺取消对所有美国工业制成品的关税，并为美国海鲜和农产品提供优惠的市场准入。此外，欧盟计划采购 7500亿美元的美国液化天然气、石油和核能产品，以及额外400亿美元的美国人工智能芯片。欧盟企业将在2028年前额外在美国战略性行业投资 6000亿美元。（综合央视新闻） ｜点评｜ 上个月欧盟加速推进取消对美国工业品进口关税的立法，并扩大美国农产品准入，终于换取了美国降低欧盟汽车进口关税。汽车产业 ...

Core Viewpoint - The low-altitude economy is emerging as a strategic new industry that integrates new infrastructure, new productivity, new technology, and new consumption, playing a crucial role in promoting high-quality economic and social development [1] Group 1: Industry Value and Impact - The core value of the low-altitude economy lies in shaping future industrial competitive advantages, driving overall productivity leaps, and restructuring regional growth patterns [2] - It promotes traditional industry transformation through the construction of a "low-altitude+" industrial ecosystem, leading to the rapid rise of new business forms such as eVTOL and flying cars [2] - The development of the low-altitude economy is closely linked to high-end equipment manufacturing, driving collaborative development across upstream and downstream industries, potentially forming a trillion-level industrial cluster [2] Group 2: Regional Development and Policy Framework - Local economies can gain new momentum by developing characteristic low-altitude industries tailored to regional resources and conditions [3] - A unified and coordinated policy system for the low-altitude economy is essential, addressing fragmentation in airworthiness certification and airspace management [5] - The central government is promoting a multi-level, systematic policy framework through top-level design and local innovative practices [5] Group 3: Key Technologies and Trends - Key technologies in low-altitude equipment development include overall configuration and structural design, energy power, flight control, airspace management, and safety assurance [6][7] - Current trends in low-altitude equipment development are moving towards electrification, unmanned operation, and intelligence [8] Group 4: Talent Development and Education - There is a significant talent gap in the low-altitude economy, necessitating the establishment of a rapid response talent cultivation mechanism [9] - The Ministry of Education is actively developing undergraduate and doctoral programs in low-altitude technology and engineering to meet the industry's needs [10] Group 5: Flying Cars and Urban Mobility - The development of flying cars is expected to fill the gap in urban low-altitude transportation, alleviating ground traffic congestion [12] - Flying cars can leverage existing road infrastructure for takeoff and landing while utilizing urban low-altitude airspace, promoting a three-dimensional transportation system [12] - The market for flying cars in China has surpassed 10 billion and is expected to grow rapidly, becoming a core pillar of the low-altitude economy [12]

Group 1: Digital Currency and Financial Technology - The Digital Renminbi International Operation Center has officially commenced operations in Shanghai, launching three major business platforms: cross-border digital payment, blockchain service, and digital asset platforms [1] - The cross-border digital payment platform aims to address pain points in traditional cross-border payments using legal digital currency [1] - The blockchain service platform provides standardized cross-chain transaction information transfer and on-chain digital Renminbi payment services for various scenarios and industries [1] Group 2: Artificial Intelligence Investment - Global AI IT investment is projected to grow from $315.9 billion in 2024 to $1,261.9 billion by 2029, with a compound annual growth rate (CAGR) of 31.9% [3] - The generative AI market is expected to see a CAGR of 56.3%, reaching $607.1 billion by 2029, accounting for 48.1% of total AI market investment [3] Group 3: Robotics and Automation - The largest humanoid robot training facility in China has been inaugurated in Beijing, with an annual data output exceeding 6 million entries, marking a significant development in the humanoid robot industry [5] - Intelligent robots are anticipated to develop in both entertainment and practical applications, becoming increasingly integrated into daily life [10] Group 4: State-Owned Enterprises and Research - The State-owned Assets Supervision and Administration Commission emphasizes the need to enhance the construction and operation of national key laboratories and transform central enterprises into research institutions to strengthen national strategic technological capabilities [2] Group 5: Service Export Growth - China's service export is expected to increase from $219.1 billion in 2014 to $445.9 billion by 2024, with an average annual growth rate of 7.3%, particularly in high-tech and high-value-added services [6] Group 6: Semiconductor Supply Chain - The storage market, particularly NAND, is expected to face significant shortages in the coming year, urging industry players to prepare accordingly [9]

Group 1: Digital Currency and Technology - The Digital Renminbi International Operation Center has officially commenced operations in Shanghai, launching three major business platforms: cross-border digital payment, blockchain services, and digital asset services [1] - The global AI investment is projected to grow from $315.9 billion in 2024 to $1,261.9 billion by 2029, with a compound annual growth rate (CAGR) of 31.9% [3] - The generative AI market is expected to reach $607.1 billion by 2029, accounting for 48.1% of the total AI market investment [3] Group 2: Industry Developments and Challenges - The State-owned Assets Supervision and Administration Commission emphasizes the need to enhance the management of national key laboratories and transform central enterprises into strategic scientific forces [2] - The copper smelting industry is facing challenges due to intense competition, leading to low processing fees for copper concentrate, which is detrimental to national and industry interests [4] - The storage industry, particularly NAND, is expected to face significant shortages in the coming year, urging stakeholders to prepare accordingly [10] Group 3: Robotics and AI Integration - The largest humanoid robot training facility in China has been inaugurated in Beijing, with an annual data output exceeding 6 million entries, marking a significant step for the humanoid robot industry [5] - The integration of AI technology in broadcasting is advancing, with 97% of provincial television stations in China already utilizing AI to enhance content creation and distribution [9] - Intelligent robots are anticipated to develop concurrently in entertainment and practical applications, becoming increasingly integrated into daily life [11] Group 4: Service Export Growth - China's service export is projected to increase from $219.1 billion in 2014 to $445.9 billion in 2024, with an average annual growth rate of 7.3%, particularly in high-tech and high-value-added services [6]