亿航智能eVTOL穿梭在景点之间，带游客俯瞰九龙湖风景；红酒文化街的无人机划破天际，35公里半径内"飞的"快递送达时间仅半个小时；穗莞跨城航线启 动，跨境电商货品仅用10分钟便跨越城市边界飞抵邻市买家；超级农场里，极飞科技无人机进行精准播种及农药喷洒，年作业面积超500万亩…… 在广州开发区、黄埔区，一幅"天空之城"的图景正在展开。从核心零部件研发到整机制造，从基础设施搭建到多元场景应用，要素齐全的低空经济产业链正 加速成型。 依托"12136"现代产业体系，黄埔区在今年组建低空经济与航空航天产业办公室，形成一张覆盖上游研发设计与原材料、中游零部件与整机制造、下游低空 运营与服务的全产业链巨网，全区已汇聚50余家上下游企业，产值规模高达148亿元。 航空制造进入"工业化生产" 在黄埔区，航空制造已进入"工业化时代"。 今年11月，全球首条飞行汽车量产线在广州黄埔区贯通——小鹏汇天飞行汽车量产工厂试产并顺利下线首台"陆地航母"飞行器。这也是全球首个利用现代化 流水线进行飞行汽车批量生产的工厂，标志着我国低空经济实现从"手工试制"到"规模生产"的跨越。 小鹏汇天方面负责人告诉智通财经，本轮试产的飞行器将用于试验试 ...

Group 1 - Stellantis announced a global recall of 375,000 plug-in hybrid Jeep Wrangler and Grand Cherokee SUVs due to battery safety issues, following 19 reported fire incidents [1] - The recall affects certain models from 2020 to 2025 for the Jeep Wrangler 4xe and from 2022 to 2026 for the Jeep Grand Cherokee 4xe, with a repair solution to be announced soon [1] Group 2 - Ant Group's AI health application AQ has surpassed 10 million monthly active users within four months of launch, achieving a compound monthly growth rate of 83.4%, significantly higher than the industry average of 13.5% [2] Group 3 - Novo Nordisk reported a third-quarter net profit of 20 billion Danish kroner (approximately $3.1 billion), aligning with analyst expectations, but lowered its full-year profit forecast due to prescription trends, competition, and pricing pressures [3] - Sales of its weight-loss drug Wegovy grew by 18% year-over-year to 20.35 billion Danish kroner, slightly below analyst expectations [3] Group 4 - Google’s parent company Alphabet's acquisition of cybersecurity firm Wiz, valued at approximately $32 billion, has passed U.S. antitrust review, marking it as Alphabet's largest acquisition to date [4] - The investment will enhance Google Cloud's cybersecurity solutions [4] Group 5 - Dazhong Dianping announced a plan to invest at least 3 billion yuan over the next five years to upgrade its local life information infrastructure, focusing on information verification capabilities [5] - The initiative aims to ensure accurate and timely information for millions of merchants [5] Group 6 - XPeng Motors plans to scale up the delivery of its flying car, the "Land Aircraft Carrier," by 2026 [6] - Volkswagen announced the development of its own system-on-chip (SoC) expected to be mass-produced within 3 to 5 years, with a processing power of 500 to 700 TOPS [6] Group 7 - Alibaba's Amap has partnered with XPeng Motors to create a global Robotaxi aggregation platform, marking a significant step in the autonomous driving sector [7] - This collaboration aims to provide L4 level autonomous driving services and expand Robotaxi services internationally [7] Group 8 - The Bank of China is actively promoting the use of the renminbi in energy, bulk commodities, and cross-border e-commerce transactions [8] - The bank aims to maintain its leading position in cross-border renminbi settlement and clearing services [8] Group 9 - Indonesia's economic growth is showing signs of weakening, with a third-quarter GDP growth of 5.04%, leading to expectations of further interest rate cuts by the central bank to support growth [9] - Challenges include slowing export growth and declining consumer confidence [9]

Core Insights - The rise of "City Fly" (urban low-altitude flying/tourism) is being driven by advancements in eVTOL (electric vertical takeoff and landing) technology, with companies like HeLi Intelligent leveraging these innovations for commercial operations in China [2][7] Company Overview - HeLi Intelligent is focusing on low-altitude sightseeing tourism, primarily utilizing eVTOL products from EHang Intelligent (NASDAQ: EH) for its operations [2] - The company is working on launching the first commercial automated flying sightseeing route in Guangzhou, which will cover key landmarks [2][3] - HeLi Intelligent has been developing this route since 2019, having acquired approximately 20 EH216-S unmanned aerial vehicles from EHang [4][5] Industry Trends - The low-altitude tourism sector gained significant attention during the recent National Day holiday, indicating growing consumer interest in aerial sightseeing experiences [3] - The year 2024 is being referred to as the "first year of low-altitude economy" in China, with government support and policy frameworks beginning to take shape [7][9] - EHang's EH216-S is noted as the world's first eVTOL to receive all necessary certifications, positioning it as a leader in the market [8] Challenges and Opportunities - The low-altitude economy faces challenges such as the need for improved infrastructure, regulatory frameworks, and talent development in the industry [9] - There is a strong belief in the potential for eVTOL applications to expand beyond tourism into broader urban transportation solutions over the next 5 to 10 years [6][9] - The commercial viability of flying cars is expected to emerge within the next five years, with pricing potentially aligning with high-speed rail first-class tickets [9]

美股方面，美股高开低走，三大指数集体收跌，纳指跌0.05%，标普500指数跌0.17%，道指跌0.39%。 大型科技股涨跌互现，奈飞涨超4%，英伟达涨超1%，但盘后跌逾6%，市值蒸发1.3万亿元，因H20美国 出口限制面临55亿美元的费用。特斯拉涨0.7%，亚马逊、谷歌、Meta 跌超1%。 当地时间15日，美国白宫表示，美国总统特朗普签署了一项行政命令，对美国依赖进口加工关键矿产及 其衍生产品所带来国家安全风险的调查。 欧美贸易谈判陷入僵局。据媒体报道，本周欧盟与美国在贸易分歧上几无进展，美国官员透露大部分关 税不会取消；美国拒绝欧盟取消所有工业品关税的提议，并希望欧盟提高药品价格及在美生产更多制药 原材料。加拿大，汽车关税大消息。当地时间4月15日，加拿大联邦财政部官网发布声明，将免除部分 针对美国进口汽车的反制措施，以帮助加拿大国内汽车制造商发展。 随着特朗普关税政策引发经济震荡、民意支持率大幅下滑，美国前总统拜登正悄然重返国家政治舞台。 当地时间15日，拜登在芝加哥一场活动上发表演讲，此次为其卸任后首次公开亮相。 热门中概股多数下跌，极氪收跌8.84%，小鹏跌超6.02%，京东、阿里巴巴、B站、网易至 ...