2025年第四季度，多家全球知名投资机构对亿航智能进行增持。SIG海纳国际集团增持95.7万股，成为 亿航智能第二大外部股东。摩根士丹利加仓78.6万股，进一步扩大持仓规模。 此外，瑞银集团、道富集团、富达投资等机构也在四季度进行不同幅度增持。挪威央行、对冲基金 Point72等中大型资产管理机构继续加码或新进入场。长线投资机构柏基资本在2025年第四季度买入约 87.1万股，居外部前十大股东之列。 来源：观点地产网 观点网讯：2月27日，市场消息显示，亿航智能最新13F机构持仓数据公布。 根据公开资料整理，截至目前，亿航智能机构投资者持股比例提升至29.08%，较2025年第三季度末的 26.85%有所上升。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 ...

"安顺我来得比较多，因为省里面把安顺作为探索低空经济的试点示范。这个飞行营地现在主要在做一些无人机试飞和飞行培训，它的基础比较好。我这次 调研，主要是想看它具备的基础的条件和能力，看看能不能共同来打造贵州省山地低空产业的中试基地。"黄勇告诉记者。 全国人大代表、贵州图智信息技术有限公司董事长黄勇是数字经济领域的从业者。当前，我国的低空经济正迎来发展风口，而贵州在发展山地特色低空经济 产业方面具有独特的比较优势。过去一年，黄勇多次到安顺广泛听取低空经济产业一线的声音。今年全国两会期间，黄勇代表将围绕"支持贵州打造山地特 色低空经济产业"提出建议。 "现在营地的项目有哪些？有多少架飞机？有多少学员？" "这个飞机是螺旋桨固定翼的，目前有3架，我们用来给学飞行驾照的学员训练，现在有8个学员。" 在位于安顺市镇宁县的启黔通航飞行营地，黄勇正在向工作人员详细了解营地的运行情况。 据镇宁县低空经济指挥部执行副指挥长程则洪介绍，镇宁县是目前为数不多的、在低空领域"飞"起来的县。"下一步我们重点要做场景应用，针对黄果树瀑 布、花江峡谷大桥等景点，我们已经申请了50公里的空域范围，争取今年7月就飞起来。" "你们这个区域里面的 ...

Group 1 - The core event showcased EHang's advanced aerial technology with a spectacular performance featuring 22,580 GD4.0 drones, setting a Guinness World Record for the most drones controlled by a single computer simultaneously [1] - The performance included intricate light displays that combined cultural elements, such as traditional Chinese architecture and festive themes, enhancing the visual experience for a global audience [1] - EHang's successful rehearsals prior to the event demonstrated the GD4.0 drone's robust environmental adaptability, high-precision positioning, and intelligent coordination capabilities, ensuring a flawless performance [1] Group 2 - Hefei Luogang Park, the venue for the Spring Festival Gala, is recognized as a leading experimental site for low-altitude economy development in China [2] - EHang's subsidiary, Hefei Heyi Aviation, received the first operational qualification certificate for manned civil unmanned aerial vehicles from the Civil Aviation Administration of China, paving the way for regular operations and commercial exploration in the low-altitude economy [2]

Group 1 - The U.S. stock market opened higher on February 18, with the Dow Jones up 0.5%, Nasdaq up 0.5%, and S&P 500 up 0.41% [1] - Major tech stocks showed mixed performance, with Nvidia rising by 2% [1][2] - Meta announced the deployment of Nvidia's new standalone CPU and next-generation Vera Rubin system in its AI data centers, marking the first large-scale independent deployment of the Grace CPU [3] Group 2 - The Nasdaq China Golden Dragon Index increased by 0.2%, with notable gains from companies like Kandi Technologies (+4.92%) and Yatsen Holding (+2.48%) [4] - European stock indices also saw gains, with the UK FTSE Index rising by 1.07%, reaching a historical high [5] - International crude oil futures surged, with WTI up 3.02% at $64.14 per barrel and Brent up 3.04% at $69.47 per barrel [7]

Market Performance - On February 18, US stock indices opened higher, with the Dow Jones up by 0.5%, Nasdaq up by 0.5%, and S&P 500 up by 0.41% [1] - Major tech stocks showed mixed performance, with Nvidia increasing by 2% [1][2] Company Developments - Meta announced the deployment of Nvidia's new standalone CPU and next-generation Vera Rubin system in its AI data centers, marking the first large-scale independent deployment of the Grace CPU [3] - Nvidia's Grace CPU is now being used independently in Meta's data centers, differing from previous integrations with GPUs [3] International Indices - European stock indices saw overall gains, with the UK FTSE index rising by 1.07% and reaching a historical high, while the French CAC index increased by 0.29% and the German DAX index rose by 0.84% [4] Commodity Prices - International crude oil futures experienced significant increases, with WTI crude oil up by 3.02% at $64.14 per barrel and Brent crude oil up by 3.04% at $69.47 per barrel [6] - Precious metals also saw price increases, with spot silver rising by 5.4% and spot gold increasing by 2.39% [6] Geopolitical Events - The Slovak government declared a national oil emergency starting February 19 due to the interruption of Russian oil transit through Ukraine [8] - The Russian Defense Ministry reported joint naval exercises with the Iranian Navy in the Oman Gulf, aimed at ensuring the safety of civilian shipping [8]

Core Viewpoint - EHang Intelligent's GHOSTDRONE 4.0 set a Guinness World Record for the most drones simultaneously controlled by a single computer during a performance in Hefei, showcasing advanced technology in drone coordination and environmental adaptability [1] Group 1: Company Achievements - EHang's GHOSTDRONE 4.0 performed a spectacular light show with 22,580 drones, creating various shapes including lanterns and traditional architectural designs [1] - The performance highlighted the drone's capabilities in high-precision positioning, intelligent collaboration, and resistance to environmental interference [1] Group 2: Industry Impact - The event broke the existing record for drone performance, indicating a significant advancement in drone technology and its applications in entertainment [1] - EHang has successfully conducted multiple performances with over 20,000 drones, demonstrating the scalability and reliability of their drone technology [1]

Core Viewpoint - The flying performance featuring 22,580 drones, organized by EHang Intelligent and its subsidiary EHang Egret Media Technology, showcases the integration of traditional culture and cutting-edge technology, setting a Guinness World Record for the most drones controlled by a single computer simultaneously [1][6][12]. Group 1: Event Details - The flying performance took place on New Year's Eve 2026 at the Central Park in Hefei, highlighting the combination of Anhui's traditional Hui-style architecture and modern technology [1][5]. - A total of 22,580 GHOSTDRONE 4.0 drones were used, achieving a new Guinness World Record for simultaneous airborne drones controlled by a single computer [3][6]. Group 2: Technological Achievements - EHang's drone formation technology has evolved from controlling 8 drones to 22,580 drones over nine years, demonstrating significant advancements in drone control and synchronization [7][10]. - The GD4.0 drones feature solid-state batteries, allowing for over 45 minutes of flight time in temperatures as low as -20 degrees Celsius, with high precision in positioning and flight control [9][10]. Group 3: Industry Implications - The successful record-breaking event is expected to drive advancements in global drone swarm control technology, providing a reference for cold-weather applications and addressing technical challenges in high-density airspace management [12][13]. - EHang is exploring commercial opportunities, including regular flying activities in Hefei's Central Park and plans for the EH216-S manned aircraft to enhance tourism and urban air mobility [12][13]. Group 4: Economic Context - Anhui province has established a solid foundation for the low-altitude economy, with over 570 companies in the industry chain and expected revenue exceeding 60 billion yuan by 2025 [13].

Group 1 - The 2026 Spring Festival Gala featured the debut of EHang's 16 EH216-S drones and 22,580 GHOSTDRONE 4.0 drones from its subsidiary EHang Bai Lu, showcasing advanced drone technology [1] - EHang's drone performance set a new Guinness World Record for the most drones controlled simultaneously by a single computer, highlighting the company's innovation in drone technology [1] - The gala also showcased the world's first eVTOL water airport developed by Fengfei Aviation, enhancing the event's technological appeal [2] Group 2 - The Fengfei Aviation SUNSHIP water airport measures 36.5 meters in length and features over 300 square meters of deck space for eVTOL aircraft operations [2] - The airport is equipped with high-efficiency solar panels to provide power for both the platform and eVTOL aircraft, emphasizing sustainability [2] - It includes various facilities such as a lounge, restroom, seating area, and business zone, serving as a waiting area for passengers [2]

Core Viewpoint - The performance of the EH216-S eVTOL aircraft at the 2026 Spring Festival Gala highlights the advancements in China's low-altitude economy and showcases the capabilities of EHang Intelligent, a leading company in this sector [1][5]. Company Highlights - EHang Intelligent's EH216-S is the world's first manned eVTOL to receive type certification (TC), production license (PC), and airworthiness certificate (AC) from the Civil Aviation Administration of China [5]. - The EH216-S has completed over 80,000 safe flights across 21 countries, maintaining a zero-accident safety record [5]. - EHang Intelligent is preparing to launch commercial operations of the EH216-S, which will be available through a reservation system [6]. Industry Insights - Guangdong Province is home to over 30% of China's low-altitude industry chain enterprises, totaling approximately 15,000 companies [6]. - The province's drone production increased by 39% year-on-year in 2025, accounting for 90% of the national total, with takeoff facilities rising to 3,592 and flight operations reaching 20.61 million [6]. - The low-altitude economy is recognized as a strategic emerging industry in China, with the 14th Five-Year Plan emphasizing the development of strategic industry clusters in this sector [6].

Core Viewpoint - A variety of drones and low-altitude flying vehicles were showcased at the CCTV Spring Festival Gala, highlighting advancements in the industry and the participation of multiple companies [1] Group 1: Company Highlights - China Aviation Industry Corporation presented its drones "Yunying" and "Yilong" [1] - EHang Intelligent showcased its EH216-S unmanned passenger aircraft and the next-generation formation drone GHOSTDRONE 4.0 [1] - Fengfei Aviation introduced the world's first eVTOL water airport [1]