B[From "flying" to "using" low-altitude economy farewell concept competition] October 17th, from agricultural drones over rice fields to manned aircraft in urban skylines, low-altitude economy is moving from "concept proof" to "application landing". Recently, reporters investigated low-altitude economic enterprises such as Guangzhou XAG Technology Co., Ltd., Guangdong Gaoyu Technology Co., Ltd., and Guangdong Huitian Aerospace Technology Co., Ltd., and found that enterprises have intensively released signals of industrialization - the prices of new products have continued to drop, mass production factories have been completed one after another, and commercial orders have continued. The industry is no longer simply chasing concepts, but competing for delivery capabilities, cost control, and operational strength. The low-altitude economy is entering an accelerated implementation stage marked by real orders, real scenarios, and real delivery. (China Securities Journal) A[The low-altitude economic concept continues to rise, and more than 20 constituent stocks have reached their daily limit] On October 16th, the low-altitude economic concept continued to rise in the afternoon, and Yingboer and Prince New Materials closed their daily limit. Previously, more than 20 stocks such as Golden Shield, Guanglian Airlines, Wanfeng Aowei, and CITIC Haizi had their daily limit. Zongheng, Andaville, Rice Information, Jialiqi, and Feiwo Technology all rose by more than 10%. In terms of news, Tesla held a launch conference for Roadster on Thursday at the SpaceX test base in McGregor, Texas, USA. This is the company's first mass-produced passenger car that can achieve autonomous lift-off and control attitude. B[Hong Kong's "Planning Action Plan for the Development of Low-altitude Economy" is expected to be drafted within the year to study and establish an international low-altitude economic cooperation organization in the mainland] October 16th, Hong Kong's first five-year plan proposed to create an Asia-Pacific hub for low-altitude innovative applications. The reporter learned that the Hong Kong Working Group on Developing Low-altitude Economy has made every effort to formulate the "Planning Action Plan for Developing Low-altitude Economy" and improve the regulatory framework, standard setting, infrastructure, etc. It is reported that relevant actions include working closely with the mainland to realize cross-border low-altitude logistics test flights as soon as possible, and gradually expand the low-altitude cross-border logistics network in the Greater Bay Area; promote low-altitude infrastructure technology research, and carry out the construction of smart low-altitude traffic management systems. At present, the Hong Kong SAR government has started the relevant drafting work and will continue to solicit opinions. It is expected to complete the drafting within this year. The government will adopt a multi-pronged strategy. On the one hand, it will support the construction of standards at the regional and international levels. At the same time, it will actively promote bilateral cooperation at the government level, explore the signing of low-altitude economic cooperation memorandums with more jurisdictions, and gradually expand to multilateral and international cooperation. At the same time, we will promote research on jointly establishing an international low-altitude economic cooperation organization with the mainland. (Securities Times) B[Handan Municipal Investment Promotion Bureau: Beijing’s first low-altitude economic industry transfer enterprise settled in Handan] October 13th, according to the Handan Municipal Investment Promotion Bureau’s public account “Invest in Handan”, after the implementation of the no-fly zone policy in the capital, the Municipal Investment Promotion Bureau rushed to seize the Beijing-Tianjin-Hebei region Opportunities for relocation of regional low-altitude economic enterprises, "point-to-point" precise matching of the needs of enterprises intending to relocate, and rapid undertaking in conjunction with Linzhang County, successfully promoted Beijing Tianshun Chuangyi Technology Co., Ltd., a high-tech enterprise in intelligent logistics and special operations drones, to settle in Handan. The project mainly includes five parts: "North China Regional Headquarters + Final Assembly Manufacturing + Flight Testing + Operation and Maintenance Training + Scenario Operation". It will be implemented in three phases. It will initially occupy a 4,000 square meter factory building and is expected to produce 300 vertical fixed-wing drones per year. On the afternoon of October 12, the first batch of equipment for the project successfully entered the site, becoming the city's first Beijing low-altitude economic industry transfer company since the capital's no-fly zone policy. (Reporter Guo Songqiao) B[A batch of China's self-developed heavy equipment will be unveiled at the Zhuhai Air Show] October 13th, a press conference for the 16th China International Aeronautics and Astronautics Expo was held in Beijing on October 13th, focusing on the preparation progress and exhibition highlights of this air show. According to the press conference, a batch of products representing the latest independent innovation achievements of China's aerospace and defense science and technology will be unveiled. The Aerospace Science and Technology Group exhibited five major themes: "Entering and entering space, utilizing space, exploring space, integrated air and ground defense, and low-altitude economy". Aerospace Science and Industry focused on launching a new integrated air defense system and an upgraded anti-drone system. Aviation Industry Corporation of China participated in the exhibition with more than 370 products in the fields of complete aircraft, airborne, technology, manufacturing and other fields, an increase of more than 30% from the previous session, demonstrating to the global audience the hard-core strength and innovative vitality of China's aviation industry after 75 years of development. China Aviation Development Corporation will exhibit nearly 90 types of aero engines, gas turbines, related test facilities, typical parts and components, advanced materials and other products, nearly half of which are making their public debut for the first time. CETC exhibited 550 cutting-edge products, of which 73 military products were exhibited for the first time.
The total number of exhibits of the Ordnance Industry Group will reach 468, including 144 newly developed and improved exhibits, accounting for more than 30%. For the first time, China Electronics has demonstrated a series of star equipment, products, and solutions such as a full-area integrated communication system, a regional integrated electronic information system, heterogeneous drone swarm collaborative combat equipment, and AI-enabled deep network security products. COMAC has renovated and built a commercial aircraft industry pavilion to comprehensively display the collaborative development results of the large aircraft industry chain and the achievements of industrial ecological construction. (CCTV News) B[Consolidating the technical foundation and accelerating the construction of international standardization in the field of China's low-altitude economy] October 9th, the reporter learned today that China is deeply involved in the low-altitude economic standardization work of the International Organization for Standardization (ISO) and the International Electrotechnical Commission (IEC), and promotes the establishment, development and release of international standards. Among them, the "UAV Perception and Obstacle Avoidance System" co-led by China has filled the gap in international standards in related fields. The "Card and Identification Security Equipment Unmanned Aircraft System (UAS) License and UAV/UAS Security Module Part 5: UAV/UAS Security Module Test Method" led by China has been successfully approved as the first international standard proposal in the field of unmanned aircraft identification.
The "UAV Perception and Obstacle Avoidance System" is oriented to the application of complex urban scenarios. It stipulates the general functions, system architecture, performance and safety and quality requirements of the UAV's perception and obstacle avoidance system for aircraft or other objects. It clarifies technical parameters such as detection distance and safe separation distance, and provides detailed provisions for obstacle detection and emergency obstacle avoidance strategies during the landing phase. This standard provides a common technical framework for the safe operation of drones under conditions such as dense high-rise buildings, dense crowds, and complex electromagnetic environments. It will help reduce cross-border application and market access barriers and enhance China's ability to participate in the formulation of international rules. "Card and Identification Security Equipment Unmanned Aircraft System (UAS) License and UAV/UAS Security Module Part 5: UAV/UAS Security Module Test Method" is an important progress China has made in the field of unmanned aircraft identification and safety supervision. This standard focuses on the license and security modules of unmanned aircraft systems, stipulates the testing methods for drones and UAS security modules, and establishes a unified testing benchmark for relevant identity recognition security modules.
Unified safety module testing specifications will provide technical support for drones to be "identifiable, traceable, and supervised" and solidify the technical foundation for safe and orderly operation and cross-border applications. (CCTV News) B[Wolong Electric Drive: The revenue of related products terminally used in data centers does not exceed 2% but the growth prospects are good] On September 7, Wolong Electric Drive held a 2026 semi-annual performance briefing on the 7th and stated that the company is based on the foundation of the electric drive industry and continues to expand extended system solutions and full life cycle service solutions. At the same time, it strategically deploys cutting-edge industries such as data centers, embodied intelligent robots, and low-altitude economy to cultivate new momentum for development. During the reporting period, in the data center application field, the company has gas turbine generators, EC fans, PM permanent magnet motors, EMR permanent magnet-assisted synchronous reluctance all-in-one machines and other products that have entered data center terminal application scenarios through downstream equipment and equipment integrator customers. The operating revenue of related products used in terminals in data centers is still small, accounting for no more than 2% of total revenue. However, the demand is strong and the growth prospects are good. In the embodied intelligence track, the company's robot components and system application business (including industrial robot system solutions, bionic robot system solutions, industrial robots and bionic robot parts) operating revenue reached 325 million yuan, accounting for 4.35% of the company's operating revenue, a year-on-year increase of 49.18%. B[China has made important breakthroughs in the key technology field of high-end remote sensing dynamic imaging] September 2, according to the State Administration for Market Regulation, China has recently made important breakthroughs in the key technology field of high-end remote sensing dynamic imaging. In response to the mutual constraints of lightweight, low-power consumption, and high-dynamic imaging performance that urgently need to be solved in the fields of drones, satellites, and robots, the State Administration for Market Regulation (Light Sensing and Image Metrology) established by China Jiliang University, in conjunction with Beijing University of Aeronautics and Astronautics and other organizations, organized technical research and achieved centimeter-level ultra-high-resolution three-dimensional imaging under small and low-power constraints, solving the problem of accurate capture and analysis of scene information in industries such as low-altitude economy and intelligent vision. According to reports, the research team has made breakthroughs in core key technologies such as "miniaturized low-power ultra-high-resolution imaging, high-precision transfer function dynamic aberration compensation, and three-dimensional high-precision reconstruction of strong noise environments." The relevant results have independent intellectual property rights, and the overall technology has reached the international advanced level, and some of the technologies are at the international leading level. At present, relevant technological achievements have been applied in fields such as drones, aerospace, forest fire prevention, security, border and coastal defense, industrial robots, special equipment monitoring, smart cities, etc., with significant economic and social benefits.
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