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低空经济利好消息不断 这个环节有望率先获益

Good news about the low-altitude economy continues, and this link is expected to take the lead in benefiting

cls.cn ·  Apr 1 07:52

① On March 29, Sun Wensheng, deputy director of the General Department of the Civil Aviation Administration, stated that the “Interim Regulations on the Administration of Unmanned Aircraft Flight” will be implemented to improve and improve the functions of the comprehensive management platform for unmanned aerial vehicles. ② With the development of the low-altitude economy, more and more drone models are being designed and manufactured. Orders approved for airworthiness will be earlier than orders for complete machines and parts. As the speed of airworthiness certification accelerates, it will benefit the development of airworthiness testing companies.

On March 29, Sun Wensheng, deputy director of the General Department of the Civil Aviation Administration, said at the press conference that the Civil Aviation Administration will fully understand the importance of developing a low-altitude economy, implement the “Interim Regulations on the Administration of Unmanned Aircraft Flight”, and improve the functions of the comprehensive management platform for unmanned aerial vehicles. On the same day, Guangzhou opened the first Urban Medical Group Low-Altitude Medical Delivery Express Line. A drone carrying a “special thermostat for specimens” departing from the Nangang Campus of the Guangzhou Development Zone Hospital flew to the West District Campus of Guangzhou Development Zone Hospital, 5 kilometers away. Blood samples were sent to the hospital laboratory for testing.

According to data from the Civil Aviation Administration, by the end of 2023, there were 689 general aviation enterprises in China, 3,173 registered general aviation aircraft, 451 general aviation airports, and 1.357 million flight hours throughout the year, with an average annual growth rate of over 12% in the past three years. In terms of drones, there are nearly 20,000 operators, and 1.267 million drones have been registered domestically. In 2023, the year-on-year increase was 32.2%, and the flight hours were 23.11 million, an increase of 11.8% over the previous year. The Open Source Securities Research Report points out that with the development of the low-altitude economy, more and more drone models are being designed and manufactured. Currently, the main players in airworthiness certification are laboratories and civil aviation inspection companies. The industry barrier is that companies need to have enough experienced technicians who understand the civil aviation system. The review progress will directly determine the project process, and the overall industry entry barriers are high. And because the PC certificate is later than the TC certificate, the order approved for airworthiness will be earlier than the order for the complete machine and parts. As the speed of airworthiness certification accelerates, it will benefit the development of airworthiness testing companies.

According to the Finance Federation's theme library, among the relevant listed companies:

The main business of radio and television metrology in the field of low-altitude aircraft is testing and consulting services related to drone airworthiness forensics. The company undertook environmental reliability tests and electromagnetic compatibility tests for equipment-level products for various systems such as flight control, airborne communication, power units, and batteries in the airworthiness forensics test of Ehang Intelligence's EH216-S unmanned aerial vehicle.

Penney Testing said on the interactive platform that the company can currently provide customers with services such as climatic environment, mechanical environment, biological and chemical environment, comprehensive environment, electromagnetic compatibility testing, and electronic and electrical hazardous substance testing. Currently, the business is mainly drones.

The translation is provided by third-party software.


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