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国元证券:低空经济启航元年 驶向星辰大海

Guoyuan: The first year of the low-altitude economy launches toward the stars and the sea.

Breakings ·  Jan 3 09:10

Guoyuan's Research Report states that the first year of the low-altitude economy launches toward the stars and the sea. Given the top-level design highlighting the low-altitude economy as a new growth engine and establishing its strategic position, many provinces and cities have mentioned in their work reports the need to vigorously develop the low-altitude economy and implement supporting policies. The low-altitude economy is expected to welcome development opportunities and open a trillion yuan-level market space. The Industry Chain of the low-altitude economy involves numerous links and enterprises, primarily including upstream R&D and raw materials, midstream core components, systems and assembly integration, and downstream new infrastructure, Operation services, and application scenarios like 'low-altitude economy+'. With the vigorous development of the low-altitude economy, related enterprises in the Industry Chain are expected to benefit significantly. The carriers of the low-altitude economy mainly consist of helicopters, eVTOLs, and Drones, among which eVTOLs have advantages in safety, Eco-friendly Concept, economy, intelligent autonomy, and comfortable experience. It is anticipated that with the R&D, certification, and commercialization of various eVTOLs, eVTOLs, as an emerging industry, will achieve large-scale commercialization after cost reduction, welcoming new development opportunities. Attention is recommended towards: Zhejiang Wanfeng Auto Wheel, Wolong Electric Group, Jsti Group, etc.

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