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力勁科技(00558.HK)錨定低空經濟萬億賽道:高端製造升維“立體智造”

在全球低空經濟加速佈局的背景下,一場橫跨長三角與粵港澳大灣區的產業聯動正在展開。

4月13日-16日,浙江省紹興市越城區組織10家低空經濟代表性企業聯合參展香港國際創科展。隨後,中國香港低空經濟協會率領代表團前往浙江省紹興市越城區,深入探訪了當地的低空經濟政策與代表性企業。

這場雙向奔赴的產業互動,不僅印證了香港與內地城市在低空經濟領域的深度融合趨勢,更爲後續企業層面的戰略協同埋下伏筆。與此同時,香港特區政府正式啓動包含38個項目的低空經濟“監管沙盒”試點,具有市場敏銳度的傳統制造巨頭已嗅到產業變革的先機。

力勁科技也隨此次代表團拜訪了翼新智能、華盛雷達、華航信航空科技等低空經濟企業。這場看似常規的考察背後,實則暗含着這家高端製造企業從“精密製造”向“低空賦能”的戰略躍遷。

作爲一家雙料龍頭企業,力勁科技在壓鑄和注塑領域的深厚積累,爲其切入低空經濟產業鏈提供了獨特優勢。低空飛行器對輕量化材料(如鋁合金、鎂合金)和精密壓鑄工藝的需求,與力勁科技的能力圈高度契合。

同時,力勁在精密製造與自動化領域積累深厚,與衆多低空飛行器廠商在覈心零部件研發、跨境場景驗證等方向可以產生深度協同。這種技術複用能力使其在低空經濟浪潮中佔據了先機。

這恰恰與政策指引方向高度契合,在日益強調自主可控、國產替代的當下,低空經濟核心部件自主化率提高也是題中應有之義。低空飛行器的核心結構件(如機身框架、電池倉)依賴精密壓鑄工藝,力勁走訪低空企業,既是對政策號召的響應,也是整合上下遊資源的關鍵動作。

在新型材料應用領域,力勁科技始終走在行業創新前沿。以低空飛行器製造領域爲例,碳纖維材料憑藉高強度、輕量化的優異特性,是低空飛行器主體的重要原材料,而力勁科技的與香港大學攜手研發的樹脂傳達成型(RTM)碳纖注塑技術,正符合當下行業發展的新方向,後續市場規模化應用值得期待。

值得一提的是,低空經濟發展尚處早期,技術標準還未統一。力勁通過走訪企業參與技術驗證,有助於推動行業標準制定,形成技術壁壘。同時,與更多低空經濟企業合作構建“硬件研發—系統集成—運營服務”生態,與力勁的製造能力形成互補,有助於構建從設備供應到場景服務的閉環。

力勁科技的走訪行動,本質上是將壓鑄技術從地面交通向立體空間延伸的戰略選擇。通過技術複用、政策借力、生態共建,其目標不僅是短期訂單獲取,更是成爲低空經濟產業鏈中“精密製造基礎設施”的核心供應商。這一佈局若能成功,或將打開萬億級市場空間,實現從高端製造到“立體智造”的跨越。

當傳統精密製造嫁接低空新質生產力,這場跨越地理與產業界限的聯動,正在書寫中國高端製造突圍的新範式。

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