2025国际低空经济博览会展前新闻发布会7月8日在上海举行。 记者从发布会上获悉，由国家会展中心(上海)、东浩兰生集团、上海市国际展览集团共同主办的2025国际低空经济博览会将于7月23日至7月26日举办，展 会面积6万平米，30多场论坛活动，预计吸引参观人数超5万人次；参展商数量近300家，19件全球首发产品和25件全国首发产品将集中亮相。 从2024年起，低空经济已连续两年被写入政府工作报告。今年的政府工作报告明确，开展新技术新产品新场景大规模应用示范行动，推动商业航天、低空 经济、深海科技等新兴产业安全健康发展。 在此背景下，2025国际低空经济博览会将重点关注低空企业发展需求和应用场景落地，展示低空基础设施、制造与配套服务等产业链，以及低空交通运 输、城乡管理、商业融合应用、个人消费等应用链。 低空经济作为战略性新兴产业之一，其当前发展的核心需求为"产业、生态、场景"，其中低空经济产业是根基，生态支撑起环境，场景拉动需求。 在场景落地上，本届博览会将展出涵盖公共安全、消防应急、航拍测绘、农林植保、集群表演等众多场景的低空产品和解决方案，集中展现低空经济这一 新质生产力如何推动城乡治理现代化，赋能千行百 ...

2025国际低空经济博览会展前新闻发布会7月8日在上海举行。 低空经济作为战略性新兴产业之一，其当前发展的核心需求为"产业、生态、场景"，其中低空经济产业是根基，生态支撑起环境，场景拉动需求。 在场景落地上，本届博览会将展出涵盖公共安全、消防应急、航拍测绘、农林植保、集群表演等众多场景的低空产品和解决方案，集中展现低空经济这一新 质生产力如何推动城乡治理现代化，赋能千行百业提质创新。 记者从发布会上获悉，由国家会展中心（上海）、东浩兰生集团、上海市国际展览集团共同主办的2025国际低空经济博览会将于7月23日至7月26日举办，展 会面积6万平米，30多场论坛活动，预计吸引参观人数超5万人次；参展商数量近300家，19件全球首发产品和25件全国首发产品将集中亮相。 从2024年起，低空经济已连续两年被写入政府工作报告。今年的政府工作报告明确，开展新技术新产品新场景大规模应用示范行动，推动商业航天、低空经 济、深海科技等新兴产业安全健康发展。 在此背景下，2025国际低空经济博览会将重点关注低空企业发展需求和应用场景落地，展示低空基础设施、制造与配套服务等产业链，以及低空交通运输、 城乡管理、商业融合应用、个人消 ...

2025国际低空经济博览会将于7月23日-26日在上海举办，在7月8日的展前新闻发布会上，记者获悉，此 次展会重点展示低空基础设施、制造与配套服务等产业链，低空交通运输、城乡管理、商业融合应用、 个人消费等应用链。届时，空中救护车、氢能无人机、空中安防平台……一批低空经济的全球"首发首 秀"产品将亮相展会。 据介绍，此次展会由国家会展中心（上海）、东浩兰生集团、上海市国际展览集团共同主办，展会面积 6万平方米，参展商数量近300家，预计吸引参观人数超5万人次。 协氢（上海）无人机科技有限公司将在国内首发展示H100氢能无人机。载重100公斤，搭载双6kW风冷 燃料电池系统，可在-35℃环境下快速启动，续航2小时，广泛适用于农业植保、光伏清洗、消防巡检等 场景。 联合飞机集团将展示镧影R6000倾转旋翼飞行器，这是一款六吨级倾转旋翼飞行器，融合直升机垂直起 降与固定翼飞机高速巡航的双重优势。其卓越的速度、航程和载重能力，使其在特殊地形和城市狭窄空 间中执行多样化任务时游刃有余 麦克兰（上海）智能科技有限公司将全球首发AI-101空中吉普大型固定翼智能无人驾驶飞机，AI-101起 降距离40米左右，极端情况下7米 ...

Investment Rating - The report maintains a "Recommended" investment rating for the industry [6] Core Insights - The low-altitude economy is expected to develop healthily, with a focus on leading export chain enterprises in the machinery sector [2][3] - The Shanghai Composite Index rose by 1.40% from June 29 to July 4, 2025, while the machinery equipment sector underperformed, increasing by only 0.26% [2][10] - The report emphasizes the need to monitor the progress of trade negotiations between the US and other countries, as domestic leading enterprises maintain strong competitive advantages [3] Weekly Market Review - The overall market performance from June 29 to July 4, 2025, saw the Shanghai Composite Index increase by 1.40%, with the machinery equipment sector lagging behind the broader market [2][10] - Sub-sectors such as engineering machinery and rail transit equipment showed positive growth, with increases of 1.44% and 0.75% respectively, while automation equipment declined by 0.67% [2][10] Key Sector Tracking - The low-altitude economy sector is being supported by new organizational structures within the Civil Aviation Administration to promote safe and orderly development [3] - The machinery equipment sector is advised to keep an eye on the export chain, particularly in light of ongoing trade negotiations [3] Investment Recommendations - For the low-altitude economy, recommended companies include Deep City Transportation, Sujiao Science and Technology, and Wan Feng Ao Wei among others [4] - In the machinery equipment sector, recommended companies include Sany Heavy Industry, XCMG, and Anhui Heli [4] Important Weekly News - The State Taxation Administration reported over 630 billion yuan in tax reductions and refunds for the manufacturing sector in the first five months of 2025, indicating strong growth in advanced manufacturing [20] - The first combined operation platform for tunnel construction was launched, significantly improving efficiency and reducing costs [21] - A new intelligent piling vessel was put into operation, achieving a 30% increase in efficiency [21] Economic Data Tracking - The manufacturing PMI and fixed asset investment data indicate a positive trend in the manufacturing sector, with sales revenue in advanced manufacturing growing significantly [35][37] - Monthly export totals and changes show fluctuations, with a focus on the performance of machinery and equipment exports [40][55] Key Industry Data Tracking - The report tracks production and export data for various machinery sectors, including metal cutting machine tools and industrial robots, highlighting trends and changes in output [46][48] - The report also includes data on the sales of excavators and forklifts, both domestically and for export, providing insights into market demand [52][53]

Group 1 - The core viewpoint of the article is the introduction of a new listing standard on the ChiNext board to support high-growth, unprofitable innovative companies, with a minimum market capitalization of 5 billion yuan and recent annual revenue of at least 300 million yuan [1][3]. - The new standard targets industries such as artificial intelligence, biomedicine, commercial aerospace, and low-altitude economy, emphasizing the need for strong R&D capabilities and market valuation recognition [2][3]. - The policy aims to address the financing challenges faced by high R&D investment companies and shift the capital market focus from profit-oriented to growth-oriented [3]. Group 2 - The third listing standard was established during the 2020 reform of the ChiNext board but has not been implemented until now, with no companies having listed under this standard previously [4]. - A notable case is the planned spin-off listing of XWDA Power Technology, a subsidiary of XWDA Electronics, which has shown significant revenue growth but has not yet turned a profit [4][5]. - The potential companies for future applications under the new standard are expected to have characteristics such as strong technical barriers, high capital recognition, and rapid revenue growth despite being unprofitable [6][9]. Group 3 - In the biomedicine sector, companies like Anji Sheng Bio and Weitai Rilong are highlighted as potential candidates, with significant funding and promising revenue projections [10][11]. - In the commercial aerospace and low-altitude economy sectors, companies like Blue Arrow Aerospace and Shide Technology are also identified, showcasing substantial growth potential despite current losses [13][14]. - In the artificial intelligence and chip sectors, companies like Meijia Technology are noted for their innovative solutions and expected revenue growth [16].

特朗普签署的一项旨在扭转美国无人机产业颓势的行政令，引爆美股eVTOL概念股。 据央视新闻报道，当地时间6日，美国白宫表示，美国总统特朗普签署多条行政命令。推动美国超音速 航空发展，确保美国在无人机研发、商业化和出口领域继续保持领导地位。 随着特朗普签署三项旨在加速无人机发展的行政命令，资本市场迅速给出了最直接的反应。周一美股盘 前，美股eVTOL概念股继续大涨。 具体来看，Archer Aviation和Joby Aviation股价双双大涨9%，Vertical Aerospace上涨8%，而Blade Air Mobility也录得2%的涨幅。 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 此次签署的三项行政命令，目标明确且双管齐下。一方面，命令指示美国联邦航空管理局（FAA）加快 制定规则，允许企业在"超视距"条件下运营eVTOL飞行器。这将是无人机技术从测试走向大规模商业应 用的关键一步。 另一方面，命令也强调了收紧国家安全限制的重要性。根据文件内容，美国官员一直对外 ...

Investment Rating - The industry investment rating is "Recommendation," indicating an expected increase in the industry index by more than 5% over the next 3-6 months compared to the benchmark index [49]. Core Insights - The report emphasizes the strategic importance of the U.S. government's executive order aimed at enhancing the leadership position of American drone systems and accelerating the eVTOL pilot programs [5][9]. - It highlights the potential for significant growth in the low-altitude economy, particularly in three application scenarios: new consumption in cultural tourism, manned (passenger) transport, and specialized uses [35][34]. - The report identifies key players in the industry, including manufacturers and supply chain participants, and suggests focusing on segments with high growth potential from 2025 to 2027 [36][34]. Industry Overview - The report notes that as of June 6, 2025, the total market capitalization of the industry is approximately 334.09 billion yuan, with 122 listed companies [2]. - The Huachuang Transportation Low Altitude 60 Index has shown a year-to-date increase of 3.8%, outperforming the CSI 300 Index, which has decreased by 1.6% [26][27]. U.S. Government Initiatives - The executive order signed by President Trump on June 6, 2025, aims to expand the operational scope of drones and accelerate the development and testing of drone technologies, including advanced air mobility [5][6]. - The establishment of eVTOL pilot programs is a key focus, with plans to select at least five pilot projects for applications in cargo transport and medical rescue [10][9]. Market Dynamics - The report indicates that companies like Archer and Joby, despite not yet achieving type certification or mass production, have market valuations exceeding 40 billion yuan, reflecting strong market confidence in the future potential of eVTOL for air transportation [13][12]. - It suggests that both Chinese and American companies are well-positioned to dominate the global market for eVTOL, with China leading in technological advancements [13][12]. Investment Recommendations - The report recommends focusing on key segments within the low-altitude economy, including main manufacturers, supply chain participants, and new infrastructure developments [36][34]. - Specific companies highlighted for investment include Wan Feng Ao Wei (for general aviation and eVTOL), Green Energy Huichong (for drones), and various supply chain firms like Zongshen Power and Yingboer [36][34].

为促进旅游业与其他业态加速融合、丰富优质旅游供给，由中国经济传媒协会指导，北京商报社主办 的"深蓝智库——2025旅游业高质量发展论坛"于5月28日下午在北京国际饭店举办。本次大会以"寻路未 来旅游"为主题，汇聚行业协会、研究机构、头部企业及跨界嘉宾，共同探讨旅游业高质量发展新路 径，探寻行业新风口，重塑产业链生态。 2024年，旅游业在复苏中迎来结构性升级，而2025年将成为行业迈向高质量发展的关键年。AI大模 型、低空经济等新技术正成为推动行业突破的核心引擎：从智能导览到全产业链数字化运营，AI技术 已深度渗透旅游业；低空经济则在政策加持下加速破局，随着亿航智能载人无人机试飞、峰飞航空 eVTOL飞行器商业化试点等项目落地，为旅游场景创新打开全新想象空间。 会上，中国旅游研究院副院长马仪亮带来主题演讲，《从"十四五"到"十五五"：新质生产力驱动旅游业 的高质量跃迁》，解析新质生产力如何助力旅游业发展。马仪亮谈到，以知识生产为核心的新质生产 力，正在促使旅游业向专业化、生态化、轻量化提速。同时，旅游业需要突破传统景观供给模式，通过 知识赋能与场景创新打造更具吸引力的旅游产品。在这一过程中，行业应重点关注游客 ...

航空产品数百个子系统逐一审定 中国民用航空适航审定中心系统审定室副主任侯小宇介绍，从翱翔蓝天的国产大飞机C919、AG600水 陆两栖飞机，到"中国心"AES100发动机、eVTOL飞行器，适航审定是保障航空安全的第一道关口。 5月26日至28日，第三届民航科教创新成果展在国家会议中心举行，多家展商带来的"空中出租车"尤其 亮眼。"空中出租车"要实现商业化载客运营，适航审定是最重要的"大考"。 中国民用航空适航审定中心相关负责人在接受新京报记者采访时介绍，适航审定是保障航空安全的第一 道关口，小到一块小小的仪表，大到发动机，审定的项目多达数百个子系统。 "空中出租车"科幻感十足 既是自动驾驶车辆，又是载人飞行座舱，当遇到堵车时，载人飞行舱"原地"垂直起飞，避开拥堵，飞往 目的地；巡航速度达200公里/小时，可实现智能化全自主飞行……展厅里，各式各样的eVTOL（电动垂 直起降飞行器）十分抢眼，吸引了不少观众拍照打卡。 "这也太科幻了，'空中出租车'以前在科幻电影里才看得到，现在它们走进了现实，而且感觉距离我们 的生活越来越近了。"一位观众拿起手机，对着炫酷的eVTOL一顿拍照，拍完还不忘坐上去感受一番。 从外 ...

低空经济宛如得墨忒尔降临大地，产业前行的海面看似平静，实则暗流潜藏。 而风口并不仅限于一线城市，低空产业的应用场景同样在三四线城市中扩大。据公开报告，早在2024年6月，山东日照与湖南娄底就已出台了具体的政策 措施来支持低空产业的发展。而1月5日，昭通大山包低空飞行常态化表演首飞成功无疑也是对低空经济下沉可能性的有力印证。 在政策春风与资本热潮的双重吹拂下，低空经济正成为炙手可热的新兴领域。从城市空中交通的宏伟蓝图，到农林植保、物流配送的便捷畅想，相关概念 不断冲击大众认知，仿佛一个无所不能的未来世界即将降临。 然而，拨开这层泡沫，我们急需冷静审视：当热潮退去，大众热烈追捧的低空经济，其真实价值究竟能经得住怎样的考量？ 前不久德国电动垂直起降（eVTOL）飞行器明星公司Volocopter在官网正式发布公告，公司已向卡尔斯鲁厄地方法院申请启动破产程序。至此，我们看到 了继Lilium后第二家低空独角兽陨落。Volocopter是全球最早的eVTOL项目之一，也是全球第一个实现载人离地的eVTOL企业。 一路走来，Volocopter从一个简陋的机身到多次试飞，并即将实现商业化，几乎赶在了行业发展的最前沿，却在 ...