无人机扮演着一个"空中快递员"的角色，为长江上的船只运送生活物资。过去，船员补给需要靠到岸边或者用接驳艇，接驳艇需要横穿江面，不仅耗时、成 本高，也有一定的安全风险。 总台记者 杨滢：在南京低空经济产业园，如果说无人机飞行也有春运，那这里就是最忙的"枢纽"。大屏幕上是南京低空经济的"智慧大脑"，此时此刻，整 个城市低空飞行领域的飞行、审批、调度都通过这套系统集成化管理。屏幕上的每一个光点，就代表一架正在飞行的无人机，实时状态和航线一目了然。 无人机跨江穿梭 破解船员补给痛点 "十五五"规划建议提出打造新兴支柱产业，加快低空经济等战略性新兴产业集群发展。不久前，江苏南京搭建起了一个低空智慧运行中枢，一开年，这个中 心就开始忙碌起来，现在那里的情况如何？总台记者带你一探究竟。 智慧中枢统揽空域保飞行 现在，通过无人机，可以直接将外卖、快递等物资精准投送到行驶中的船上，大大节省了时间和成本。 随着技术的不断提升，如今无人机的应用范围还拓展到了政务巡查、长距离配送，包括高楼幕墙清洗等方面。而这些丰富的应用能够安全、有序地开展，离 不开高效的运行管理体系。 全国首个可以通过微信小程序快速申请和审批飞行计划的平台上，在有 ...

记者8日从工业和信息化部获悉，工业和信息化部、中央网信办、国家发展改革委等八部门联合印 发《"人工智能+制造"专项行动实施意见》（以下简称《意见》），促进人工智能科技创新与产业创新 深度融合、人工智能技术与制造业应用"双向赋能"。 在赋智升级方面，加快重点行业应用赋能，深入开展人工智能赋能新型工业化"深度行"活动；加速 全流程转型升级，深化智能工厂梯度培育，推动大模型技术深度嵌入生产制造核心环节；提升重点企业 应用水平，实施《制造业企业人工智能应用指南》，鼓励龙头企业、央国企等先行先试，深入实施中小 企业数字化赋能专项行动；推进重点区域推广应用，建设并开放一批"人工智能+制造"应用场景，打造 具备行业特色的创新高地；推动重点领域智能化升级，加强人工智能与信息通信网络协同，推动人工智 能与工业互联网平台融合赋能等。 在产品突破方面，推动智能装备迭代，推动人工智能技术融入大飞机、船舶等重大技术装备研发、 制造、运行，发展无人机等智能低空装备，开展搭载自动驾驶功能的智能网联汽车产品测试与安全评 估，有序推进产品准入和上路通行试点；加速智能终端升级，培育智能手机、电脑、平板、智能家居等 人工智能终端，推动具身智能产品 ...

本报讯 记者刘会芳报道 近日，五华区交通运输局组织开展"行业党建引领行业规划发展"宣讲座谈活 动，多家重点交通运输企业代表、行业规划设计专家齐聚一堂，围绕《昆明市五华区"十五五"综合交通 运输发展规划及2035年远景规划》（征求意见稿）深入交流讨论，进一步增强行业党委在新兴领域的号 召力、凝聚力、影响力，推动党建引领与行业发展深度融合。 座谈会上，五华区交通运输局立足区域发展实际，详细解读《昆明市五华区"十五五"综合交通运输发展 规划及2035年远景规划》（以下简称《规划》）的起草背景与核心思路，系统阐释《规划》的前瞻性与 实操性。各企业代表、行业专家结合自身经营实践与行业前沿洞察，踊跃发言、各抒己见，既为《规 划》修订完善提出精准务实的建议，又聚焦交通运输综合行政执法改革痛点，深入梳理行业发展的堵点 难点。 据了解，五华区已形成涵盖高速、国省道及农村公路的综合交通路网，"县—乡—村"三级物流体系基本 成型，行业管理服务不断优化，通过政策赋能、服务保障、行业党建等多项惠企举措，为企业发展搭建 了坚实平台。五华区将培育发展无人机、无人车、数字货运等交通运输领域新质生产力，确保"十五 五"开好局、起好步。 下一步 ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.In December, I reiterated my "Buy" rating for AeroVironment, Inc. ( AVAV ) with a $309.90 price target. As I am writing this report, the stock price has risen 30.8% to $318.48, surpassing my price target and outperforming the S&P 500, which gained ...

Several space and defense technology companies’ stocks moved sharply higher after KeyBanc Capital Markets initiated coverage across the group, as investors reacted to bullish long-term growth commentary and newly established price forecasts tied to defense modernization and the expanding commercial space economy.KeyBanc analyst Michael Leshock said Space & Defense Technology could emerge as one of the strongest growth segments within Aerospace & Defense over the next decade.He pointed to elevated geopolitic ...

The Pentagon is deploying to the Middle East a new kamikaze drone copied from a widely used Iranian version that is crude but effective https://t.co/Qf0q6qIdLa ...

Core Insights - The drone industry is experiencing significant growth, with a projected annual growth rate of 8% to 10%, potentially reaching a market size of $60 billion by 2030 as various sectors adopt autonomous systems [2]. Industry Overview - Drones have demonstrated their effectiveness in military applications, particularly in Ukraine and the Middle East, leading to a shift in military spending towards unmanned aerial vehicles [1]. - The NYSE Arca Defense Index has returned 35% year-to-date, outperforming the S&P 500 Index, which gained 16% during the same period, with several drone manufacturers contributing to this growth [2]. Commercial Applications - The commercial sector is increasingly adopting drone technology for various applications, including deliveries, inspections, and monitoring, indicating a broad potential for growth across different industries [2]. Company Highlights - RTX Corporation (NYSE:RTX) has a share price upside potential of 11.89% and has received a $1.25 billion contract for missile production, indicating strong demand for its products [7][8]. - Lockheed Martin Corporation (NYSE:LMT) has a share price upside potential of 16.30% and is expanding its air and missile defense capabilities through a collaboration with Diehl Defence, enhancing its position in the defense sector [11][12].

Core Insights - Axon Enterprise's stock experienced a significant decline of 9.4%, marking its worst single-day drop since mid-February, following a disappointing earnings report despite record revenue [1] - The company reported adjusted earnings per share of $1.17 for Q3 2025, missing estimates of $1.52, primarily due to tariff pressures and rising operating expenses [2] - Revenue increased by 31% to $711 million, surpassing estimates of $705 million, marking the seventh consecutive quarter of over 30% revenue growth [2] Financial Performance - The earnings miss was linked to margin compression in Axon's connected devices segment, with adjusted gross margins contracting by 50 basis points to 62.7% [4] - Axon reported an operating loss of $2.2 million in Q3, a decline from a profit of $24.1 million in the same period last year, attributed to aggressive hiring and stock-based compensation [5] - This marked the fourth consecutive quarter of operating losses despite strong revenue growth [6] Revenue Guidance and Growth Drivers - The company raised its full-year revenue guidance to $2.74 billion, while the midpoint of its adjusted EBITDA guidance for Q4 is set at $180 million, below the consensus estimate of $187 million [6] - Axon's software and services business is a key growth driver, increasing by 41% to $305 million, with annual recurring revenue reaching $1.3 billion and a net revenue retention rate of 124% [8] - Revenue from connected devices grew by 24% to $405 million, driven by the adoption of Taser 10 and body camera upgrades [9] Strategic Initiatives - Axon is expanding its offerings beyond Tasers and body cameras into a comprehensive platform that includes drones, real-time operations, and AI capabilities [7] - The AI Era Plan, launched in October 2024, has generated over $200 million in bookings this year, with expectations for AI to contribute more than 10% of U.S. state and local bookings for the full year [9]

Core Insights - Dynamic Aerospace Systems ("DAS"), also known as BrooQLy, Inc. (OTCQB:BRQL), has signed a Memorandum of Understanding (MOU) with Potomac River Group, LLC (PRG) to enhance its presence in U.S. Government procurement channels and integrate advanced sensor technologies into its aircraft platforms [1] Group 1 - The MOU signifies a strategic collaboration between DAS and PRG [1] - PRG is a GSA-listed vendor based in Palm Harbor, Florida [1] - The partnership aims to leverage PRG's advanced sensor technologies for DAS's aircraft [1]

Core Insights - Investors are increasingly using stock picking and trading strategies, particularly focusing on stocks with the highest percentage gains, which often indicate strong momentum and bullish sentiment [1][2] - Three technology stocks, Draganfly Inc. (DPRO), AST SpaceMobile Inc. (ASTS), and Arqit Quantum Inc. (ARQQ), have shown significant percentage gains in early October, driven by distinct catalysts that may lead to further upside [2] Draganfly Inc. (DPRO) - Draganfly's stock has surged by 55% since September 27, reaching a price of $13.22, with a trading volume peaking at 58 million shares compared to its average of 2.18 million shares [3][4] - The catalyst for this increase is a multifaceted contract with the U.S. Army, which is expected to significantly boost Draganfly's revenue and potentially lead to profitability [4] - The drone sector is experiencing a rally, supported by government and commercial contracts, although Draganfly has over 30% short interest, indicating that part of the stock movement may be due to short covering [5] AST SpaceMobile Inc. (ASTS) - AST SpaceMobile's stock has increased by 47% since the market closed on September 26, currently priced at $86.79 [6] - The company is developing a unique space-based cellular broadband network that connects directly to standard mobile phones, with expectations of revenue growth starting in 2026 [7][8] - ASTS is trading approximately 38% above its consensus price target, with over 20% short interest, suggesting a cautious approach may be warranted before the upcoming earnings report [9] Arqit Quantum Inc. (ARQQ) - Arqit Quantum's stock has risen about 45% since September 27, currently priced at $53.88, driven by its inclusion in the S&P Global BMI Index, which is expected to attract institutional interest [10][12] - The company focuses on quantum-safe encryption solutions, positioning itself in the growing fields of cybersecurity and quantum computing [11] - Despite being a pre-revenue company with a high short interest of 40%, Arqit Quantum may appeal to speculative investors with a long-term outlook [12]