配置航空航天ETF天弘(159241)能够高效捕捉主题投资机会。该ETF的样本公司与低空经济、大飞机、卫星 互联网等热门主题高度契合，成分股深度参与商业航天等新兴领域，受益于政策与市场的双重推动。 【热点事件】 1、北京加快推进太空数据中心建设发展 11月27日，北京市多部门联合组织召开"智绘星空胜算在天——太空数据中心建设工作推进会"，发布太空 数据中心建设规划方案，推出太空数据中心创新联合体，探讨太空数据中心建设应用重难点问题，加快推 进北京太空数据中心建设发展。 根据推进会，北京拟在700-800公里晨昏轨道建设运营超过千兆瓦（GW）功率的集中式大型数据中心系 统，以实现将大规模AI算力搬上太空。 2、2025亚洲通航展珠海圆满落幕 拉长时间看，截至11月28日，航空航天ETF天弘(159241)近22个交易日合计"吸金"8114.55万元。 【产品亮点】 截至2025年11月28日收盘，航空航天ETF天弘(159241)换手13.94%位居同类产品第一，成交7373.32万元， 市场交投活跃。跟踪的国证航天航空行业指数(CN5082)强势上涨1.42%，成分股亚光科技(300123)上涨 13.48% ...

北京商报讯（记者 关子辰 牛清妍）11月27日，北京商报记者从沃飞长空获悉，在当日的2025亚洲通用航空展，沃飞长空携AE200批产构型机亮相，与北京 华龙商务航空股份有限公司、深圳市深城交低空运营有限公司、大众交通（集团）股份有限公司、四川空联捷行航空科技有限公司和吉太航空科技（苏州） 有限公司等多家产业生态伙伴达成确认性采购协议和战略合作。 ...

Core Insights - The integration of smart vehicles, intelligent robots, and low-altitude flying vehicles is seen as a hallmark of new productive forces, with a trend of accelerated convergence among these industries [1][3][4]. Group 1: Industry Trends - The recent first Aggregated Intelligent Industry Development Conference highlighted the potential for these three sectors to merge, leveraging shared technologies and resources [1][3]. - Tesla's recent "Master Plan Part Four" emphasizes AI and robotics, indicating a shift in focus from just electric vehicles to a broader technological ecosystem [3]. - Domestic companies are actively entering the intelligent robotics and low-altitude flying sectors, with over ten automotive and parts manufacturers exploring these fields through various strategies [3][4]. Group 2: Technological Synergy - The three industries share foundational technologies such as artificial intelligence, energy power, and materials, allowing for cross-application of key technologies [4]. - The supply chain overlap between the automotive, robotics, and low-altitude sectors is significant, with over 60% compatibility in their supply chains [5]. Group 3: Cost Reduction and Supply Chain - The lack of a streamlined supply chain is a major barrier to making humanoid robots and flying cars affordable for consumers [5][6]. - Companies are exploring ways to leverage automotive supply chains to reduce costs in the production of new technologies, with expectations to significantly lower prices within 3 to 5 years [6]. Group 4: Challenges in Collaboration - The integration of these industries faces challenges such as standardization, capability alignment, and market size discrepancies [7][8]. - There is a need for innovative collaboration mechanisms to enhance technological and cost competitiveness across these sectors [7][8]. Group 5: Policy and Talent Development - The development of these industries requires a shift from isolated growth to a more integrated approach, emphasizing the importance of policy support and talent cultivation [8].

Core Insights - The integration of smart vehicles, intelligent robots, and low-altitude flying vehicles is seen as a hallmark of new productive forces, with a trend of accelerated convergence among these industries [1][3][4] Industry Overview - The recent first Aggregated Intelligent Industry Development Conference highlighted the potential for these three sectors to merge, leveraging shared technologies and resources to create a cohesive industrial ecosystem [1][3] - Tesla's recent focus on AI and robotics in its "Master Plan" indicates a shift towards valuing these technologies, with Musk suggesting that 80% of Tesla's future value may come from its Optimus robot [3][4] Market Dynamics - Domestic automakers are actively entering the intelligent robotics and low-altitude flight sectors, with over ten companies already involved through various strategies such as investment and joint R&D [3][4] - The supply chain overlap between the automotive industry and these emerging sectors is significant, with a reported 60% compatibility in supply chain elements [5][6] Technological Synergies - Key technologies such as AI, energy systems, and materials are common across smart vehicles, robots, and low-altitude vehicles, facilitating their integration [4][5] - Innovations in battery technology, particularly solid-state batteries, are critical for the development of these industries, as they require high energy density solutions [5][6] Challenges and Opportunities - The industry faces challenges in standardization, collaboration, and cost management, which need to be addressed for successful integration [7][8] - The potential for cost reduction in flying cars and robots is significant, with expectations that prices could drop from millions to hundreds of thousands within a few years through automotive supply chain efficiencies [6][7] Strategic Recommendations - A shift from isolated development to a more integrated approach is necessary, promoting cross-industry collaboration and shared technological platforms [8] - The cultivation of interdisciplinary talent and enhanced cooperation between government, industry, and academia is essential for overcoming barriers to development [8]

Core Insights - The 2025 International Low Altitude Economy Expo will be held from July 23 to 26 in Shanghai, showcasing over 500 exhibitors and focusing on low-altitude infrastructure, manufacturing, and application scenarios [1][2] Industry Developments - The Shanghai Jinshan District announced the construction of a new site for the "Shanghai Low Altitude Economy Characteristic Park and East China Drone Base," aimed at attracting leading companies in eVTOL, industrial drones, and new energy aviation [3] - The East China Drone Base has been approved for the largest cross-provincial low-altitude airspace in the city, covering an area of 1,370 square kilometers, with a regular flying area of approximately 300 square kilometers [2][3] Company Highlights - Nanjing Tianlu Flying Car Technology Co., Ltd. showcased its flying car, Tianlu Feiche, which generated significant public interest, with all 500 product brochures distributed on the first day of the expo [2] - Volant Aerospace introduced its AE200 aircraft and a new smart cockpit, enhancing the low-altitude travel experience [4][6] - The CEO of Volant Aerospace highlighted the efficiency of their electric aircraft, which can reduce travel time significantly compared to traditional ground transportation [6][9] Market Potential - The low-altitude economy market in China is projected to reach 1.5 trillion yuan by 2025 and is expected to exceed 3.5 trillion yuan by 2035, indicating substantial growth potential in this sector [9]