据财联社主题库显示，相关上市公司中：① Song Zhiyong, director of the Civil Aviation Administration, published a signed article in the “Learning Times” stating that the low-altitude economy is a strategic emerging industry for global competition, and it is an important direction for cultivating and developing new types of productivity. ② Open Source Securities said that in the context of intensive policy catalysis, it is optimistic that 2024 is expected to become the year for the low-altitude economy to land, and it is recommended to focus on investment opportunities in the low-altitude economy industry where policy catalysts and industrial acceleration are accelerated.
Song Zhiyong, director of the Civil Aviation Administration, published a signed article in the “Learning Times” stating that the low-altitude economy is a strategic emerging industry for global competition, and it is an important direction for cultivating and developing new types of productivity. The low-altitude flight service guarantee system is the foundation for the development of the low-altitude economy. It is necessary to accelerate the construction of a low-altitude flight service guarantee system and strive to provide strong support for low-altitude economic development. The Civil Aviation Administration will strengthen the top-level design of the low-altitude flight service guarantee system. Formulate and implement a master plan for the construction of a national low-altitude flight service guarantee system for future tens of millions of class and even larger drones and manned aircraft.
According to data released by the Civil Aviation Administration of China, the market size of China's low-altitude economy is expected to reach 1.5 trillion yuan by 2025, and is expected to reach 3.5 trillion yuan by 2035. Open Source Securities said that in the context of intensive policy catalysis, it is optimistic that 2024 will be the year the low-altitude economy will land, and it is recommended to focus on investment opportunities in the low-altitude economy industry where policy catalysts and industrial acceleration are accelerated.
According to the Finance Federation's theme library, among the relevant listed companies:
Shenzhen Communications has the ability to provide overall solutions for smart low-altitude transportation based on digital twins. It has carried out planning consulting and design work related to the low-altitude economy for various industries, policies, regulations, rules and standards, route stations, etc. for the Shenzhen and district governments.
In regions such as Beijing-Tianjin-Hebei, Yangtze River Delta, Guangdong, Hong Kong, and Macao, Sujiaoke has intensively deployed six major businesses, including low-altitude application flight services, drone equipment testing and certification, low-altitude flight training, and low-altitude flight infrastructure and supervision system construction.
