作者：马建 来源：原创 发布日期：08-21
A | Drones zip across city blocks, delivering meals to doorsteps. On factory floors, humanoid robots are put to the test. Streets buzz with electric vehicles, and artificial intelligence (AI) is woven ever deeper into manufacturing, healthcare and urban services. When China hosts the 33rd APEC Economic Leaders' Meeting in Shenzhen this November, delegates will gather in a city that has become one of the country's leading centers for emerging industries. It will be China's third time hosting the event, following Shanghai in 2001 and Beijing in 2014. Adjacent to Hong Kong, Shenzhen in Guangdong Province was one of China's first special economic zones and has evolved over the past four decades into a global hub for innovation and advanced manufacturing. It is home to tech heavyweights such as Huawei, Tencent, BYD, DJI, and UBTECH, along with a vibrant community of startups spanning sectors from AI to new energy. In the first half of 2026, the city's trade with other APEC economies rose 33 percent to 1.98 trillion yuan (about 291.6 billion U.S. dollars), accounting for 68.8 percent of its total foreign trade. Today, Shenzhen offers a window into China's new growth drivers and their potential to create new opportunities across the Asia-Pacific region. LOW-ALTITUDE ECONOMY Official data show that around 70 percent of China's consumer drones and half of its industrial drones are produced in Shenzhen, home to leading manufacturers including DJI. Shenzhen is also a testing ground for commercial drone applications, from logistics and emergency response to power-grid inspection. Food-delivery giant Meituan opened its first drone-delivery route to customers in Shenzhen years ago. By the end of June 2026, its drones were delivering orders from over 1,500 merchants, including KFC, McDonald's and Chinese tea chain Chagee. To support the industry's growth, Shenzhen has built more than 1,200 low-altitude takeoff and landing facilities and opened 310 logistics routes. Cargo drones completed more than 1 million flights in 2025, up 29 percent from a year earlier. Shenzhen has also led the way in regulation. In 2019, it became the first city in China to introduce local legislation specifically for the management of civilian light and micro drones. NEW ENERGY VEHICLES Shenzhen has emerged as one of China's leading hubs for new energy vehicles (NEVs), backed by strong innovation capabilities and one of the country's most complete industrial ecosystems spanning lithium battery materials, energy storage integration and end-use applications. One of the best-known companies benefiting from this ecosystem is BYD, headquartered in Shenzhen. The automaker sold around 2.26 million electric vehicles (EVs) in 2025, surpassing Tesla in global EV sales last year. Its NEVs are now available in 119 countries and regions. The city is also home to more than 1,400 intelligent-driving companies. Shenzhen is investing heavily in charging infrastructure. In 2023, it launched a drive to become a "city of superchargers," and by 2024, supercharging facilities outnumbered conventional petrol stations. So far, it has built more than 1,200 ultra-fast charging stations with charging power of 480 kilowatts or above. ROBOTS AND AI Last year, a robot 6S store, claimed to be the world's first of its kind, opened in Shenzhen and quickly became a local sensation. Shenzhen has fostered a new generation of robotics companies, including UBTECH, Honor and Leju Robot. By the end of 2025, the city was home to 34 listed robotics companies and nine unicorns. The sector expanded rapidly last year. Humanoid robot production surged 83.1 percent year on year to 343,400 units, while the total robotics industrial output value in the city exceeded 240 billion yuan, up over 20 percent year on year. Shenzhen has more than 2,600 major AI companies, with an industry spanning AI chips, algorithm frameworks and foundation models as well as software and hardware applications. AI-enabled smartphones, translation earbuds, smart glasses and smart toys made in Shenzhen are increasingly reaching both domestic and overseas markets. 
。 本篇评级为★★★，主要围绕以下内容展开：
1、午后市场向下，压力来自哪里?
2、能源安全、消费、畜牧养殖出现哪些新信号？
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1、午后市场向下，压力来自哪里?
今天大家也观察到了，下午1点多之后，国内的A股市场出现了明显下行，这个时间点正好与新华社发布政治局会议通稿的时间吻合。这两件事情到底有没有关系？这份会议通稿当中又透露出哪些短期信号？我们一起来分析一下。
B | 首先，整篇文稿一千多字，较为简练，但其中信号不少。第一个信号也是大家最关心的，就是宏观经济政策的增量有多大，是低于市场预期，还是略超预期。先说结论：在未来一个季度内，增量很可能非常有限。政策文件对当前经济做了总体判断，认为“好于预期”，这与一季度宏观经济数据表现较好有关。“好于预期”通常意味着短期内不会释放更多新增政策，能把现有存量政策深挖落实已是不错的结果。资本市场投的是预期，当看不到太多增量时，市场自然会面临向下的压力。 本文为妙投付费内容，上述仅为摘要，购买本专栏即可解锁完整内容。新用户可免费领本专栏7天阅读体验机会，在妙投APP-我的-权益兑换 输入“妙投888”即可领取。
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