作为低空经济创新风向标，基地将推动无人机及相关技术商业化。目前诚邀全球合作伙伴参与，市民也 可体验科技与文旅融合新场景。 （文章来源：深圳商报） 基地规划"五大中心"提供全周期服务：研发中心降低企业研发成本；检验检测中心聚焦中型无人机、 eVTOL等机型；展览展示中心提供展示与路演平台；交易交付中心涵盖航空器全链条服务；科普培训 中心开展教育与竞赛活动。 依托三面环海的地理优势，基地坐拥山、海、湖、岛、城全场景，将打造eVTOL"空中纽北赛道"，建设 中型无人机测试场，拓展无人船、车等融合应用。应用场景覆盖政务、文旅、物流、出行等领域，如应 急救援、低空游览、海岛运输、空中交通等。 【深圳商报讯】（记者张妍张宇婷）大鹏新区将添低空经济新引擎——大鹏新区无人机测试基地，计划 于9月底正式启幕。该基地由深城交低空运营公司投资运营，是深圳四大无人机测试基地之一。 基地坐落于坝光片区，拥有41.98平方公里、真高600米的适飞空域，及周边200平方公里海域适飞区。 其空域开阔封闭，年均风速低于2.5米/秒，地闪频率低，安全性高，可满足中型无人机、eVTOL（电动 垂直起降航空器）的试飞测试及适航审定需求。 ...

Core Insights - China's independently developed 2-ton eVTOL "Kairuiou" successfully completed the world's first material transport flight to an offshore oil platform, marking a significant advancement in low-altitude logistics applications [1][3] Group 1: Technological Breakthrough - The successful test flight was a collaboration between China National Offshore Oil Corporation (CNOOC), CITIC Offshore Helicopter, and Fengfei Aviation, showcasing the first eVTOL to receive necessary certifications [3][4] - The eVTOL transported fresh fruits and emergency medical supplies from a land point in Shenzhen to the Huizhou 19-3 platform, located 150 kilometers offshore, completing the journey in 58 minutes [3][4] Group 2: Operational Advantages - Traditionally, CNOOC relied on ships for material transport, which took approximately 10 hours, and helicopters for urgent supplies, which were costly. The eVTOL offers significant advantages in operational costs, response speed, environmental impact, comfort, and suitability for limited takeoff and landing spaces [4][6] - The "Kairuiou" features a compound wing design, with a range of 200 kilometers, a maximum speed of 200 kilometers per hour, and a payload capacity of 400 kilograms, demonstrating its capability in challenging maritime conditions [6] Group 3: Future Prospects - The development of eVTOL technology is expected to enhance operational efficiency and safety for offshore oil platforms, providing innovative solutions for personnel rotation, emergency medical rescue, and rapid transport of high-value components and materials [7] - The low-altitude economy in China is projected to reach 3 trillion yuan by 2030, with innovative applications in marine scenarios anticipated to be a significant growth driver [7]

Core Insights - The successful completion of the world's first offshore oil platform material transport flight using a 2-ton eVTOL aircraft, the Kairuiou, marks a significant milestone for the company and the industry [1][3] - This breakthrough innovates the logistics model for offshore material supply and represents a key step in low-altitude logistics applications in China [3] Company Developments - The flight was a collaborative effort between Peak Flying, China National Offshore Oil Corporation (CNOOC), and CITIC Offshore Helicopter [1] - The Kairuiou transported fresh fruits and emergency medical supplies from a land takeoff point in Shenzhen to the Huizhou 19-3 platform, located 150 kilometers from the Shenzhen coastline, completing the journey in 58 minutes [1] Industry Impact - Traditionally, CNOOC relied on maritime transport for offshore oil platform material delivery, which took approximately 10 hours for a one-way trip, making it challenging to meet urgent supply needs [3] - The eVTOL aircraft offers significant advantages over traditional transport methods, including lower operational costs, faster response times, environmental benefits, comfort, and suitability for limited takeoff and landing spaces [3] - The trial flight established a closed-loop model of "research + operation + scenario" for low-altitude applications, enabling long-distance emergency material transport, offshore facility inspections, and responses to fishing vessel disturbances [3]

Economic Performance - Shanghai achieved a GDP of 26,222.15 billion yuan in the first half of the year, with a year-on-year growth of 5.1% [1] - The city demonstrated resilience and vitality in its economy despite global uncertainties, showcasing high-quality development [1] Business Environment - Shanghai has become a hub for "first stores" and "first launches," with 365 new first stores opened from January to May, including 10 global and Asian first stores [3] - The "First Launch Shanghai 3.0" policy was introduced to enhance the environment for global product launches, providing support in areas such as exhibitions and customs [3][4] Innovation and Technology - The artificial intelligence sector in Shanghai saw a revenue increase of over 29% year-on-year, with 394 AI enterprises contributing to a total revenue exceeding 1,180 billion yuan [6][7] - The city hosted significant events like the International Low Altitude Economy Expo and the World Artificial Intelligence Conference, showcasing numerous global and national product launches [6] Trade and Logistics - Shanghai's foreign trade reached 21,500 billion yuan in the first half of the year, with exports growing by 11.1% [9] - The city has implemented measures to enhance logistics efficiency, reducing overall operation time for goods by 50% and increasing the international transshipment ratio from 12.6% to 18.6% [11] Consumer Experience - The introduction of convenient tax refund services, such as "instant buy and refund," has improved the shopping experience for international tourists, with a significant increase in tax refund applications [4][5] - Shanghai's efforts to integrate digital payment solutions into the shopping process have enhanced the international service capabilities of its commercial districts [4]

Core Viewpoint - The approval of the V2000CG Kai Rui Ou eVTOL by the Civil Aviation Administration of China marks a significant milestone for the company, indicating rapid progress in the electric vertical takeoff and landing (eVTOL) aircraft sector in China [1] Company Summary - The company has received the airworthiness certificate (AC) for its V2000CG Kai Rui Ou eVTOL, completing the necessary airworthiness "three certificates" (TC, PC, AC) [1] - The company has over 1,000 aircraft orders, including framework agreements, intentions, and actual payment orders [1] - The cargo version of the eVTOL is expected to ramp up production capacity starting next year, while the manned version is entering the compliance verification stage, with certification anticipated within one to two years [1][2] Industry Summary - The eVTOL aircraft is characterized by being fully electric, producing noise levels that are one-tenth or lower than traditional aircraft, and having significantly lower maintenance costs due to simpler structures [1] - eVTOLs do not require runways or airports, allowing for more flexible operations and reduced land resource consumption in urban areas [1] - The logistics market for aviation is segmented into trunk logistics, branch logistics, and last-mile logistics, with eVTOLs targeting the branch logistics segment, which does not rely on hub airports [2] - The operational costs of eVTOLs are expected to be lower than traditional fuel-powered aircraft, especially as the cargo version is designed to be unmanned [2] - The competitive landscape for eVTOLs is still in its early stages, presenting significant opportunities for growth and development in the market [3]

Group 1 - The "hard technology" industries, represented by low-altitude economy, commercial aerospace, and embodied intelligence, are rapidly emerging, attracting significant attention from students and parents regarding relevant majors and job opportunities [1][2] - The demand for high-level talent in these new industries is significantly increasing, with job recruitment growth rates in fields such as low-altitude economy, embodied intelligence, and smart manufacturing exceeding 30% year-on-year for positions like drone engineers and algorithm engineers [1][2] Group 2 - The low-altitude economy can be divided into upstream, midstream, and downstream sectors, each requiring different skill sets and educational backgrounds, with a focus on both technical and business-oriented talent [2][3] - The Ministry of Education has introduced new undergraduate programs, including Low Altitude Technology and Engineering, to meet the growing demand for skilled professionals in these emerging fields [2] Group 3 - In the commercial aerospace sector, companies have stringent hiring standards, often requiring master's degrees and favoring graduates from specific institutions known for their strength in aerospace and military engineering [3][4] - The commercial aerospace industry is projected to see over 110,000 new companies by 2024, with satellite design and manufacturing engineers earning an average annual salary of 287,000 yuan, and chief engineers in liquid rocket engines earning a median salary of 820,000 yuan [4][7] Group 4 - Different roles within the aerospace sector have varying preferences for educational backgrounds, with specific majors being favored for roles in rocket design, satellite navigation, and manufacturing processes [7][8] - Practical experience and comprehensive skills are emphasized as critical for success in the hard technology fields, with recommendations for students to engage in hands-on projects during their studies [7][8]

Group 1 - The core viewpoint is that China's low-altitude economy is transitioning from a "policy year" in 2025 to a "year of large-scale application," with companies like WoFei ChangKong accelerating the commercialization of eVTOL products in tourism scenarios [1] - The industry is moving towards a new phase of "safe, healthy, and orderly development" after the explosive growth driven by policies in 2024 [1] - A three-tier management standard system involving national, industry, and local levels will be established, leading to differentiated development paths for China's low-altitude economy [1] Group 2 - In 2024, low-altitude economy was officially included in the government work report, and the establishment of the Low Altitude Economy Department has brought it into public view [2] - Various types of aircraft, including multi-rotor, compound wing, and tilt-rotor designs, are emerging, with significant progress in airworthiness certification [2] - WoFei ChangKong aims to complete airworthiness certification by 2026 [2] Group 3 - WoFei ChangKong's project was selected as one of the first batch of excellent cases for patent transformation and application by the National Intellectual Property Administration, highlighting its role in promoting rapid development of the low-altitude industry [4] - This project is the only one selected from Sichuan Province this year and the only one in the domestic eVTOL field, recognizing WoFei ChangKong's achievements in driving industrial innovation through technological advancements [5] - The company plans to continue transforming the concept of "flying travel" into reality, using technological innovation as a driving force for high-quality development of the low-altitude economy [5]

Investment Rating - Investment rating: Positive (maintained) [1] Core Viewpoints - The low-altitude economy is experiencing rapid commercialization, with significant government support and investment in infrastructure and projects [21][26][28] - By 2030, the drone industry in China is expected to exceed 1 trillion yuan, with eVTOLs likely becoming a mainstream choice for urban air mobility [32] Summary by Sections Industry Overview - The low-altitude economy is gaining momentum with various local governments implementing supportive measures and funding initiatives [21][28][31] - Recent projects include a 500 million yuan investment by Dongfang Hope Group in Chongqing for urban air traffic operations [29] Company Dynamics - Zhongke Xingtou has secured low-altitude projects in four cities and plans to raise 650 million yuan for platform construction [33] - Wan Feng Aowei has acquired core assets from global eVTOL pioneer Volocopter to enhance urban air transport solutions [36] - Shencheng Jiao is actively involved in over 20 cities for low-altitude economic planning and consulting projects [38] Market Performance - The average stock price change for low-altitude economy-related A-shares was +0.5% from April 28 to April 30, with notable gains from companies like Blue Ocean Huateng (+13.7%) and Guanglian Aviation (+9.6%) [12][24] - In the US market, Yihang Intelligent saw a significant increase of +11.1% [19][24]

Group 1 - The low-altitude economy is expected to continue its growth trajectory into 2025, with significant investments and projects underway [1][4] - The total estimated investment for the first phase of the low-altitude new infrastructure project in Shaoxing City is 2.05 billion, marking a record for public bidding in the low-altitude economy sector [3] - The low-altitude economy in China reached a scale of 505.95 billion in 2023, with a growth rate of 33.8%, and is projected to reach 1.5 trillion by 2025 and 3.5 trillion by 2035 [4] Group 2 - Several low-altitude economy companies have secured orders this year, accelerating their product commercialization process, with notable contracts signed for eVTOL aircraft [5] - Over 320 stocks in the A-share market are related to the low-altitude economy concept, with an average increase of 16.66% this year, significantly outperforming the Shanghai Composite Index [5] - A total of 53 stocks in the low-altitude economy sector are expected to see net profit growth rates exceeding 20% in 2025 and 2026, including major players like Changan Automobile and Aihua Group [6]

Core Viewpoint - The article emphasizes the transformative potential of AI in the automotive industry, highlighting the integration of AI with autonomous driving, humanoid robots, and flying cars as key areas for future growth and innovation [4][10][14]. Group 1: Industry Trends and Developments - The Chinese automotive industry is experiencing a significant shift, with increasing confidence in domestic brands surpassing traditional luxury brands like BBA [6]. - The government is supporting the automotive sector through policies that promote technological innovation and stabilize the economy, which is expected to drive the production and sales of new energy vehicles (NEVs) to over 13 million units in 2024 [8][24]. - The integration of AI into vehicles is seen as a major advancement, with predictions that the market for AI vehicles could reach a scale similar to that of the iPhone 4 era, potentially exceeding 10 trillion yuan globally in the next decade [14]. Group 2: Company-Specific Insights - Xiaopeng Motors has been investing heavily in humanoid robotics, planning to invest an additional 50 billion yuan over the next 20 years, with the first AI humanoid robot set to launch in November 2024 [10][12]. - The company is also focusing on the low-altitude economy, with plans to mass-produce a flying car called "Land Aircraft Carrier" by the second quarter of 2026, aiming to tap into a market that could represent 5% of the automotive market but account for 15-20% of revenue due to higher price points [16][17]. - Xiaopeng Motors is adopting a cautious approach to international expansion, emphasizing the importance of building a solid service foundation before selling products in overseas markets [19]. Group 3: Economic Impact and Future Outlook - The automotive industry is a crucial pillar of the national economy, contributing over 40% to industrial economic growth and playing a significant role in employment, tax revenue, and exports [24][25]. - The government's commitment to long-term economic stability and support for the automotive sector is expected to enhance the industry's role in driving technological advancements and international competitiveness [8][26]. - The article highlights the potential for the automotive sector to lead in new technologies, with a focus on integrating AI, 5G, and big data into automotive applications, thereby reshaping the global automotive landscape [25].