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  • XPeng AeroHT X3-F vs EHang EH216-S: Two Distinct eVTOL Certification Tracks

    Recently, XPeng AeroHT's X3-F received two pieces of news that appear to point in opposite directions. The good news is: Bureau test flights have been completed, and the Type Certificate (TC) is pending issuance. The bad news is: Deliveries to end customers will not occur within 2026. Many people read these two facts together and reached a conclusion: The certificate is coming, but production capacity hasn't kept up, so deliveries are delayed. But this understanding is wrong. The real answer lie

    November 2, 2026

    XPeng AeroHT X3-F vs EHang EH216-S: Two Distinct eVTOL Certification Tracks
  • AEGIS Terminates IPO Tutoring; Industrial Safety Monitor Maker Pauses Listing Push

    Recently, the official website of the China Securities Regulatory Commission (CSRC) showed that Shanghai Yijie Industrial Safety Equipment Co., Ltd. (abbreviated as "AEGIS") has terminated its listing tutoring. This change occurred less than three years after it completed its tutoring filing with the Shanghai Securities Regulatory Bureau in December 2023. AEGIS was established in December 2008. Its predecessor was Shanghai Yijie Industrial Security Technology Co., Ltd. It completed its joint-sto

    November 2, 2026

    AEGIS Terminates IPO Tutoring; Industrial Safety Monitor Maker Pauses Listing Push
  • Next-Gen Smart Manufacturing: Industrial Agents and Knowledge-Driven AI Implementation Paths

    Next-generation intelligent manufacturing is imposing more specific requirements on manufacturing enterprises. On October 20, at a press conference held by the State Council Information Office, Wang Weiming, Chief Engineer of the Ministry of Industry and Information Technology (MIIT), stated that the key to developing next-generation intelligent manufacturing lies in promoting the deep integration of AI technology with the entire manufacturing chain. MIIT is currently researching and drafting re

    October 31, 2026

    Next-Gen Smart Manufacturing: Industrial Agents and Knowledge-Driven AI Implementation Paths
  • Three-Layer Architecture & Five Trust Levels: Building a Common Language for Industrial AI Landing

    Author: Peng Zhao (Founder of Zhicifang, Co-Founding Partner of Yunhe Capital) When we placed the core sketch of this white paper in front of a factory director, we deliberately offered no explanation. While waiting, I was anxious; in industrial research, the greatest fear is falling into self-indulgent "echo chambers." After sixty seconds, the director looked up and immediately named the diagram: "A Phased Planning Blueprint for AI Integration into Factories," then pointed out where his team cu

    October 29, 2026

    Three-Layer Architecture & Five Trust Levels: Building a Common Language for Industrial AI Landing
  • Light Aircraft Engines: The Hidden Core Bottleneck Restricting the Large-Scale Takeoff of the Low-Altitude Economy

    If low-altitude airspace were fully opened tomorrow, could the low-altitude economy immediately take off? Recently, flying skateboards and flying cars have frequently gone viral, making the low-altitude economy a hot topic again. We have championed this concept for years, yet it has not seen the large-scale adoption expected by the public. Many people focus on manned aerial commuting, assuming it represents the future of the low-altitude economy, and generally view airspace control as the bigges

    October 29, 2026

    Light Aircraft Engines: The Hidden Core Bottleneck Restricting the Large-Scale Takeoff of the Low-Altitude Economy
  • Desktop CNC Debate: 3-Axis vs 5-Axis, AI Software and Why China’s Moment Is Now

    At the West Bund in Shanghai, during a tech consumer exhibition themed "AI for Life," KeGong Power noticed a particularly distinctive exhibit among the crowd: a CNC machine tool. On October 22, at the West Bund International Convention and Exhibition Center, staff from Xmachine demonstrated their second desktop 5-axis machining center—the Xmachine WM-100. This device can be placed on a workbench, integrating 5-axis machining and automatic tool changing capabilities. It allows for machining mater

    October 28, 2026

    Desktop CNC Debate: 3-Axis vs 5-Axis, AI Software and Why China’s Moment Is Now
  • eVTOL Electric Propulsion Systems: Architecture, Key Tech, Airworthiness and Competitive Landscape

    The power system of eVTOL (Electric Vertical Takeoff and Landing) aircraft essentially addresses a challenge unprecedented in aviation history: meeting the instantaneous high power required for vertical takeoff and landing, the long-duration efficiency needed for cruise, and safety redundancy no less than civil aviation standards, all under extreme weight constraints. The electric propulsion system is both the core of this challenge and one of the current major bottlenecks for industrialization.

    October 28, 2026

    eVTOL Electric Propulsion Systems: Architecture, Key Tech, Airworthiness and Competitive Landscape
  • Meituan’s Low-Altitude Logistics Strategy: Replicable Drone Delivery for Mountain Villages & Cities

    On October 26, Meituan Drone launched its first route in Zhejiang Province: from Wuling Plaza to Dongshan Village, a straight-line distance of 5.3 km with a 10-minute flight time. Meals are delivered into smart aerial drop lockers in the village, completing the entire process in 20 minutes. This route may be small, but it reveals the logic behind Meituan's low-altitude strategy—Meituan is building a network, not just individual lines. In Shenzhen, coverage extends across six administrative distr

    October 28, 2026

    Meituan’s Low-Altitude Logistics Strategy: Replicable Drone Delivery for Mountain Villages & Cities
  • Low-altitude Economy Cooling Creates a Window for Upstream Supply Chain to Catch Up, Airworthiness Certification Turns More Cautious

    Whether referring to reports from the CCID Think Tank under the Ministry of Industry and Information Technology (MIIT) or firsthand experiences shared by industry practitioners, one undeniable fact emerges: the development of the low-altitude economy has slowed down over the past year, particularly following a major public safety incident at the end of June. Recently, many friends have asked for my views on the new normal of the low-altitude economy over the past four months. My stance is clear:

    October 28, 2026

    Low-altitude Economy Cooling Creates a Window for Upstream Supply Chain to Catch Up, Airworthiness Certification Turns More Cautious
  • Automakers Race for Manned eVTOL: Airworthiness Certifications, Timelines and Cash-Flow Risks

    On October 15, Tesla held a launch event at its rocket test site in McGregor, Texas. The new Roadster accelerated up an arched ramp, nose pointed skyward, detached, flipped once in the air, and landed on all four wheels, standing steady. Musk's original quote from eight years ago was: "Want a flying car? Just put four wheels on a helicopter." He added an even harsher remark: flying cars are "too noisy, too dangerous," and "the kinetic energy of a hubcap falling from the sky could kill someone."

    October 27, 2026

    Automakers Race for Manned eVTOL: Airworthiness Certifications, Timelines and Cash-Flow Risks
  • China’s Ministry of Public Security Sets Up Drone Safety and Control Bureau for Low-Altitude Governance

    The Ministry of Public Security has established the Drone Safety and Control Bureau. This news was first publicly disclosed in a report published by Ping'an Zhejiang Net on September 11, 2026, which introduced the establishment of Yuhuan County's Low-Altitude Security Brigade in Zhejiang Province—the first county-level unit of its kind nationwide. The report stated that the Ministry of Public Security has formed the Drone Safety and Control Bureau, while the Zhejiang Provincial Public Security D

    October 27, 2026

    China’s Ministry of Public Security Sets Up Drone Safety and Control Bureau for Low-Altitude Governance
  • China Tower Foshan Wins $630k Bid for Automated UAV Inspection of High-Grade Waterways

    On October 23, the Guangdong sub-site of the China Government Procurement Network released a bid-winning announcement. The Automated Intelligent UAV Inspection Project for High-Grade Waterways (Project No.: GZYL26FG013288) was won by the Foshan Branch of China Tower Corporation Limited, with a comprehensive score of 89.19 and a winning bid amount of CNY 4.58 million. A total of 13 suppliers participated in this bidding. Among them, 6 failed the qualification or compliance review, resulting in th

    October 26, 2026

    China Tower Foshan Wins $630k Bid for Automated UAV Inspection of High-Grade Waterways
  • Low-Altitude Regulation Tightens in China: Railway & Airport No-Fly Zones Enforced Strictly

    On October 20-21, Luchuan County, Yulin, Guangxi, successively released announcements on the handling of two cases. The first case involved "illegal flight": The police aviation squadron of the Public Security Bureau received an airspace warning: near the railway in Wenquan Town, a drone flew to an altitude of over 200 meters. Ten minutes later, the owner, Nong, was identified. An employee of a company, he had not applied for flight approval nor received safety operation training. He conducted t

    October 26, 2026

    Low-Altitude Regulation Tightens in China: Railway & Airport No-Fly Zones Enforced Strictly
  • Precision Fastening Equipment Maker Lixing Intelligent Expands Shanghai Manufacturing Footprint

    Recently, the land parcel ZS-21-004 (Plot09-05 of Unit SJC10032) in the Zhongshan Subdistrict Industrial Zone, Songjiang District, was publicly listed for transfer on the Shanghai Land Market and successfully acquired by Lixing Intelligent Technology (Shanghai) Co., Ltd. (hereinafter referred to as "Lixing Intelligent"). The wholly-owned holding parent company of Lixing Intelligent is Lixing Industrial Technology (Shanghai) Co., Ltd. (hereinafter referred to as "Lixing Industrial"), which is a h

    October 26, 2026

    Precision Fastening Equipment Maker Lixing Intelligent Expands Shanghai Manufacturing Footprint
  • GBA Intelligent Manufacturing Tour for APEC: EVs, Chips and Circular Economy in Huangpu

    This year marks APEC China Year. From November 18 to 19, the 33rd APEC Economic Leaders' Meeting will be held in Shenzhen. The theme is "Building an Asia-Pacific Community, Promoting Common Prosperity," with openness, innovation, and cooperation listed as the three priority areas. For the Greater Bay Area (GBA), the region with the highest density of manufacturing in China, this is also an opportunity to showcase its industrial strengths to the Asia-Pacific region. On October 20, ahead of the AP

    October 26, 2026

    GBA Intelligent Manufacturing Tour for APEC: EVs, Chips and Circular Economy in Huangpu
  • Midea Expands into CDU: Extending Its Data Center Cooling Value Chain for AI Liquid Cooling

    In March 2026, Midea launched the construction of its Shunde Liquid Cooling Intelligent Manufacturing Base. According to the company's disclosure, the total investment in this base exceeds CNY 1 billion. It is planned to produce natural cooling magnetic levitation chillers, CDUs, and other products, with production expected to commence in August 2027. Upon seeing this news, many people's first reaction might be: here comes another home appliance giant chasing the AI boom. However, after reviewin

    October 23, 2026

    Midea Expands into CDU: Extending Its Data Center Cooling Value Chain for AI Liquid Cooling
  • China’s First UAV Claims Guideline from Shaanxi Sets Evidence & Liability Rules for Low-Altitude Insurance

    The threshold for scaling up the low-altitude economy is written half in the sky and half in contracts. Getting drones to fly is one thing; being able to get paid after a crash is another. Over the past few years, the rule chain for low-altitude insurance has been broken. The Interim Regulations on the Flight Management of Unmanned Aerial Vehicles addressed "whether to buy insurance," and the Implementation Opinions on Promoting the High-Quality Development of Low-Altitude Insurance issued by th

    October 23, 2026

    China’s First UAV Claims Guideline from Shaanxi Sets Evidence & Liability Rules for Low-Altitude Insurance
  • Low-Altitude Economy: No Venture Capital Flows to Operators — Where Will Operating Funding Come From?

    11 Low-Altitude Financing Deals, Zero Flowing to Operations: If Capital Won't Invest, Where Will the Funding for Operations Come From? A recent industry financing report has deeply frustrated many low-altitude economy operators. Based on incomplete statistics from public disclosures (August to mid-October 2026): out of 11 low-altitude financing deals, 8 went to OEMs manufacturing aircraft, and 3 went to component and sensor suppliers. Not a single deal went to companies primarily focused on oper

    October 23, 2026

    Low-Altitude Economy: No Venture Capital Flows to Operators — Where Will Operating Funding Come From?
  • 2026 HMI Price Increase Wave: Why Industrial HMI Makers Raise Prices After DRAM & NAND Rally

    Since the third quarter of 2026, the Human Machine Interface (HMI) market has witnessed centralized price adjustments within the year. Weintek issued a notice in late July, Xinje followed suit in September, Pro-face adjusted prices on September 25, Inovance launched a new round of price hikes on October 15, and Siemens set the effective date for this round of adjustments to November 1... As of now, the entities adjusting prices cover mainstream domestic and foreign manufacturers, with price incr

    October 22, 2026

    2026 HMI Price Increase Wave: Why Industrial HMI Makers Raise Prices After DRAM & NAND Rally
  • Two University Low-Altitude Economy Bids Released: CNY 3.92 Million for Laboratory, CNY 4.5 Million for Aeronautical Charts

    On October 21, the China Government Procurement Network published two university bidding announcements on the same day. One is in Wuxi and the other in Shenzhen, both related to the low-altitude economy. Following the inclusion of the low-altitude economy in the Government Work Report, universities have significantly accelerated their actions: UAV-related majors are being opened successively, and laboratories and research platforms are being approved one after another. One focuses on building a

    October 22, 2026

    Two University Low-Altitude Economy Bids Released: CNY 3.92 Million for Laboratory, CNY 4.5 Million for Aeronautical Charts

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