2021年，"低空经济"概念首次写入国家规划；2023年，中央经济工作会议首次将"低空经济"列入战略性新兴产业行列；2024年3月全国两会上，"低空经 济"首次被写入政府工作报告；2024年7月，党的二十届三中全会审议通过的《中共中央关于进一步全面深化改革、推进中国式现代化的决定》和《政府工作 报告》都提出发展低空经济。 当前，全球低空经济步入 以电动垂直起降飞行器（eVTOL）实践为主的先进空中交通（AAM）探索阶段 ，各国正积极探索培育低空经济产业，低空经 济正逐渐成为全球经济的重要增长点。根据相关数据显示，2023年中国低空经济规模达5059.5亿元，2026年有望突破万亿元。低空经济作为新质生产力 的代表，已成为产业发展的新赛道、经济增长的新引擎。 与此同时，C919、C929首飞成功、吉利星座发射、卫星集群密集组网，中国商业航天正迎来前所未有的爆发式增长，商业航空黄金时代已经到来！而 新能源汽车、低空经济、机器人、AI与商业航天产业 在多个中上游领域存在很多交叉领域，同样， 在材料解决方案上，也有诸多共同之处。 为此， 9月10-12日在合肥 召开的 2025高分子产业年会 特设 创新材料及应用论坛 ...

来源：中国新闻网 中新网上海8月20日电 (谢梦圆)作为连续被写入中国政府工作报告的前沿领域，低空经济正以蓬勃之势 崛起。近年来，随着政策持续利好、技术不断突破以及市场需求逐步释放，这一产业正以前所未有的速 度拓展边界，展现出巨大的发展潜力。那么，这一新兴产业究竟将"驶向"何方，又呈现出怎样的发展趋 势？ 当前，中国发展低空经济不再只对单一技术或产品进行探索，而是孕育着涵盖飞行器制造、基础设施建 设、运营服务、场景应用的全链条生态。被普遍视为"万亿级赛道"的低空经济产业，其潜力不仅在于带 动航空制造、电子信息等产业升级，更在于通过物流、应急、城市治理等场景创新提升社会运行效率。 上海作为超一线城市，在低空经济发展中展现出独特的优势。例如具备深厚的产业积淀：依托C919等 重大工程，上海在航空工程、电子技术领域积累了优质人才与供应链资源，可直接承接民航产业的溢出 效应；作为长三角枢纽，上海联动华东空管局等机构，具备跨区域协同管理潜力，利于实现空域资源共 享；同时，活跃的经贸往来催生了多样化应用需求，全链条检测能力也为产业发展提供了基础支撑。 图为VE25-100型eVTOL。沃兰特供图 然而，上海面临的挑战同样 ...

2023年2月7日，在大型装备制造领域曾经雄霸全球的日本三菱重工做出了一个异常艰难的决定：放弃喷气式支线客机项目的开发。这意味着，从1956年日 本首个自主研制的螺旋桨民航客机项目立项，到20世纪80年代之后和波音公司开展多个客机项目的深度国际生产合作，再到2015年自主研制的喷气式支线 客机首飞，最后到彻底放弃商用飞机的整机研制，作为世界首屈一指的制造业大国，日本民航工业在67年里经历了一个完整的抛物线，成为日本在战后实 现"工业再崛起"过程中少有的失败案例。 在二战前夕的30年代，日本当局将战斗机视为对外军事扩张的一把利刃，给三菱、中岛（即后来的富士）等工业财阀提供了大量的军用飞机订单。不仅如 此，日本政府还提供巨额补贴，建立了一系列航空业配套基础设施，以为军方提供服务。此外，日本政府还通过支持研究机构和促进教育改革，培育了一 大批飞行员和航空技术人才。 可以说，日本航空工业的早期发展，是明治维新之后日本作为后发国家在工业领域对欧美先进国家奋起直追的产物，它深嵌在整个日本第一轮工业化的滚 滚洪流之中。第二次世界大战所带来的"战争经济"，推动日本航空工业迎来"发展黄金期"。截至二战结束前，日本总计生产了超过 ...

实验正进入关键环节——经透射电镜5000倍放大，固态电池内部短路的全过程被精准捕捉。今年7月， 中国科学院金属研究所研究员王春阳带领团队成功揭示固态电池短路机理，为新型固态电池的开发提供 了理论依据。 向新向好，高质量发展的必然要求。 新质生产力、科技创新、产业创新、城市更新……这些都是向新向好之"表"。细究其"里"，则是发展理 念之新、发展格局之新。 习近平总书记强调："要坚持稳中求进工作总基调，完整准确全面贯彻新发展理念，加快构建新发展格 局"。 7月30日召开的中共中央政治局会议指出："坚持以科技创新引领新质生产力发展，加快培育具有国际竞 争力的新兴支柱产业，推动科技创新和产业创新深度融合发展。" 创新中国，活力澎湃；向新而行，以质致远。"以自强不息的精神奋力攀登，到处都是日新月异的创 造。" 打造新引擎—— 增加高质量科技供给，以科技创新引领新质生产力发展 中共中央政治局会议指出："坚持以科技创新引领新质生产力发展"。 3年前，由政府推动、产业主导的创新创业平台"科大硅谷"在安徽合肥创办。如今，这里集聚科技型企 业和科创服务机构超7000家，引育股权投资基金总规模突破2500亿元。 "我们加速培育'基 ...

Group 1 - The core achievement of AVIC Xi'an Aircraft Industry Group is the successful development of a 12-meter horizontal dual five-axis mirror milling equipment and mirror milling process technology, addressing the manufacturing challenge of ultra-large, ultra-thin skin parts that are prone to deformation due to their weak rigidity [1][2] - The large curved skin of the domestically produced Y-20 transport aircraft is characterized as a "metal film," combining ultra-large size and ultra-thin properties, which makes it a typical weak rigidity component that is difficult to process with traditional CNC equipment [1] - The company has established a technological system for the processing of large curved skins through collaborative efforts in innovation and research, overcoming multiple core technical challenges [1] Group 2 - The successful development of the new milling technology provides strong support for the research and mass production of China's Y-20 and C919 aircraft, highlighting the country's independent innovation capabilities in high-end aerospace manufacturing [2] - The innovative design of the "stress line closed thermal symmetrical space frame within a frame" structure has broken through the design bottleneck of large horizontal five-axis machine tools, meeting the automation and high-precision processing needs for ultra-large, ultra-thin skins [1][2] - The technology includes dual five-axis linkage mirror synchronous control and real-time closed-loop measurement of wall thickness, addressing technical challenges in the mirror milling CNC system [1]

Group 1 - The core viewpoint of the news is that AVIC Xi'an Aircraft Industry Group has successfully developed a 12-meter horizontal dual five-axis mirror milling equipment and mirror milling process technology to address the manufacturing challenges of ultra-large and ultra-thin skin parts, filling a domestic gap [1][2] Group 2 - The Y-20 large transport aircraft features a large curved skin that is described as a "metal film," which presents significant challenges during processing due to its weak rigidity and susceptibility to deformation from external forces [2] - Traditional CNC equipment is inadequate for processing flexible deformations and real-time wall thickness control, making the machining of ultra-large and ultra-thin skins a significant challenge in the aircraft manufacturing sector [2] - AVIC Xi'an has established a technological system for the dual five-axis mirror milling of large curved skins, overcoming several core technical challenges through collaboration with universities and research institutions [2] - The innovative design of the "stress line closed thermal symmetrical space frame within a frame" has broken through structural design bottlenecks, meeting the automation and high-precision processing needs for large aircraft's ultra-large and ultra-thin skins [2] - The new equipment is equipped with dual five-axis linkage mirror synchronous control and real-time closed-loop measurement control for wall thickness, addressing technical challenges in the mirror milling CNC system [2] - The development of flexible surface workpiece contour matching processing methods has resolved issues related to overall deformation of large thin-walled parts, enabling rapid clamping and automated mirror milling of any shape skin [2] - The successful development of this technology provides strong support for the research and mass production of China's Y-20 and C919 aircraft, showcasing the country's independent innovation capabilities in high-end aviation manufacturing [2]

Summary of Key Points from Conference Call Industry Overview - The military industry is currently experiencing a favorable comparative advantage within the overall market, with some core assets still undervalued despite high returns from certain key stocks [2][17]. Company Insights 中航光电 (AVIC Optoelectronics) - Achieved a compound annual growth rate (CAGR) of 25% in revenue and 26% in profit over the past 20 years, driven by both military and civilian product lines [1][3]. - The company has implemented cost reduction and efficiency improvement measures, including expanding financial personnel and establishing cost centers [5]. - Expected performance for 2025-2027 is projected at 3.7 billion RMB, 4.2 billion RMB, and 4.9 billion RMB respectively, with current valuations at 22x, 19x, and 17x, indicating it is currently undervalued [1][6]. - Focused on the electric vehicle sector by partnering with key automotive manufacturers to achieve growth above industry averages [4]. 航发动力 (Aero Engine Corporation of China) - The only listed platform for military aircraft engines in China, with a relatively low market valuation compared to foreign counterparts [1][9]. - Anticipates significant growth in the aftermarket as aircraft deliveries increase during the 14th Five-Year Plan, with a projected domestic revenue of approximately 45 billion RMB by 2024 [9]. - The potential aftermarket space is estimated to exceed 400 billion RMB over the next 20 years, indicating high growth certainty [9]. 中航西飞 (AVIC Xi'an Aircraft Industry Group) - Recently underwent a leadership change, with a younger management team expected to drive new development directions [11][12]. - Responsible for key components of the C919 aircraft, with a potential revenue increase of 12 billion RMB if 150 units are delivered annually [14]. - Engaged in international military trade, with high expectations for the export of the Y-20 transport aircraft [15][16]. Market Trends and Predictions - The optoelectronics sector is expected to enter a new phase of prosperity by Q4 2025, benefiting from improved fundamentals [7][8]. - The military industry is poised for a revaluation of assets as the 14th Five-Year Plan concludes and the centenary of the military approaches, with a focus on AI deployment and modernization [17]. Additional Considerations - The leadership changes at 中航西飞 indicate a strategic shift towards enhancing investor relations and increasing external communication [12]. - The challenges faced by the C919 project, including delays due to export restrictions on key technologies, have been largely resolved, with expectations for improved delivery rates in the second half of the year [13].

招商引资结构持续优化。1-6月，工业、软信业和工业服务业落地项目1286个，总投资3824亿元，其中 三大先导项目落地175个，总投资1075亿元，占产业项目投资规模约1/3。 8月7日，在上海市政府办公厅组织开展的上海市"政府开放月"活动中，记者了解到，面对复杂多变的外 部环境，上半年，上海市招商引资形势总体呈现稳中有升、稳中向好局面。1-6月，上海市落地项目 1944个，总投资6791亿元，完成年度招商目标58%。上海市工业投资973亿元，增长19.8%，其中制造业 投资完成898亿元，增长22.8%。 今年上半年示范性重大项目有序落地。丰田雷克萨斯项目、C919批产能力二期项目落地，带动产业链 上下游集聚发展。中建材航空复材、上海超导二代高温带材等重点项目启动建设，一批细分领域头部企 业高质量项目加速集聚。 民营投资保持较快增长。上半年，民营投资落地项目1539个，总投资3560亿元，占招商项目投资额半壁 江山。其中，6月当月落地民营投资项目621个，总投资1015亿元，占当月落地项目投资额61%，市场主 体投资信心持续回升。(记者葛俊俊) ...

Group 1 - The diplomatic landscape is shifting as leaders from over twenty countries, including France, Brazil, and Vietnam, are increasingly engaging with China, contrasting sharply with the isolation of the U.S. under Trump's aggressive trade policies [1] - Trump's trade policies, including a 125% tariff on China and 41% "reciprocal tariffs" on other nations, have led to significant increases in shipping costs and currency exchange rates, causing global businesses to express dissatisfaction [1] - Mexico's exports to the U.S. have increased despite Trump's tariffs, largely due to a 50% surge in Chinese exports of machinery and electrical equipment to Mexico, highlighting the resilience of global supply chains [1] Group 2 - The internationalization of the Renminbi (RMB) has been unexpectedly accelerated by Trump's tariff policies, with the currency maintaining stability while other emerging market currencies have depreciated significantly [3] - In 2024, China accounted for 35% of global exports of intermediate goods, and its cross-border e-commerce transactions represented 42% of the global total, showcasing China's strong trade position [3] - The establishment of the RMB Cross-Border Payment System (CIPS) has expanded to cover 140 countries, with a projected 28% increase in transaction volume by 2025 [3] Group 3 - French President Macron signed a €20 billion deal during his visit to China, focusing on aviation and renewable energy, while Brazilian President Lula is advancing the "Two Oceans Railway" project to facilitate exports to China [5] - In 2024, Brazil's exports to China constituted 32% of its total exports, compared to only 11% for the U.S., indicating a significant shift in trade dynamics [5] - The rise of the RMB is supported by technological advancements, with a notable increase in the domestic production of high-end machine tools and a strong reliance on China for solar panels and electric vehicle batteries [5] Group 4 - Trump's tariffs, intended to undermine "Made in China," have inadvertently spurred upgrades in China's manufacturing capabilities, with a 7% increase in high-tech manufacturing investment and a 40% surge in aerospace R&D spending in 2024 [7] - Chinese companies have made significant technological breakthroughs, such as the development of a 600 km/h maglev train and advancements in semiconductor technology, enhancing the country's manufacturing competitiveness [7] - The shift in manufacturing capabilities has transformed the RMB from a secondary option to a primary currency in international trade [7] Group 5 - The story of Texas farmer John Carter illustrates the broader trend of businesses adapting to RMB transactions, which have reduced costs and improved cash flow, reflecting a pragmatic approach to currency choice [9] - Grassroots movements towards RMB settlements are emerging globally, with various sectors, including Southeast Asian rubber producers and Australian iron ore miners, exploring this option [9] - China's role as the rotating chair of the Shanghai Cooperation Organization has further marginalized the U.S. in multilateral mechanisms, emphasizing the changing dynamics in global diplomacy [9]

因航司临时更改执飞机型产生纠纷的情况并不少见。北京商报推出《飞机机型临时调整，付费升舱变强 制降舱，消费者权益保障标准不清》报道后，"变更机型维权"引发热议。8月7日，北京商报记者进一步 调查发现，面对前序延误等因素导致的执飞机型变动，多家航司虽以"机型不属合同内容"声明免责，却 普遍缺乏明确的补偿规则。因体验感标准难统一，航司难以按"一刀切"规定补偿，目前仍以舱位变动为 标准。专家建议，航司应出台"宽体变窄体"补偿标准，或在售票阶段明示风险。 "宽体机变窄体机"成投诉重灾区 在黑猫投诉平台上，有531条投诉包含"机型更改"关键词。小红书等社交媒体平台上也有大量关于机型 更换的吐槽和维权笔记。北京商报记者梳理发现，这些消费者的投诉主要涉及宽体机更换为窄体机、具 有"打卡"意义的特殊机型被更换。 从宽体机更换为窄体机的投诉来看，不少消费者认为宽体机遇到气流时颠簸更小、乘坐体验感更好；有 消费者认为部分宽体机的公务舱座椅能躺平、舒适度更高；也有消费者为了完善的机上娱乐系统和空中 Wi-Fi，特地选择了由宽体机执飞的航班。 以消费者顾刚（化名）在黑猫投诉发布的投诉为例，6月11日，顾刚购买了一家国内航司从中国青岛中 ...