Since this year, the low-altitude economy has continued to flourish.

Whether at the policy level or in the capital market, it is a hot scene.

Funding is sought

In the capital market, concept stocks related to the low-altitude economy continued to strengthen. Zhongheng Design had 6 consecutive boards, Shangluo Electronics and Shenglan Co., Ltd. had a 20CM rise and fall, Blue Ocean Huateng had 2 consecutive boards, Century Dingli 4 days 2, Wanfeng Aowei had a 4-day 2 board, Guangyang shares rose and stopped, and CITIC Sea rose more than 7%.

After today's market,Medium balance designAn urgent announcement was also issued to disregard the concept of “low-altitude economy”:

Recently, the company paid attention to media reports that the company was involved in the “low-altitude economy” concept, which mentioned that the company won the bid for the Huazhong intelligent aircraft industrial base project.

The project company mentioned above won the bid as a member unit of the consortium. The company is mainly responsible for the construction drawing design work in this project. It only shared the project construction drawing design fee of 5.318,600 yuan, and the design fee only accounted for 0.31% of the company's audited revenue in 2023. As of the date of this announcement, the project has not formally signed a contract, nor has it generated any revenue.

Other than that, the company has no contracts or revenue confirmations related to the “low altitude economy” described in other media.

Today, a number of low-profile individual stocks are on the Dragon Tiger List. Shenzhen Stock Connect, institutions, well-known newcomers, low-level mining, stock trading to support their families, etc. are all participating. This shows that capital is focusing on relevant individual stocks.

Wanfeng Aowei received a net purchase of 191 million yuan, Fang Xinxia's net purchase of 135 million yuan, Shenzhen Stock Connect's net purchase of 79.22 million yuan, Qujiang Chi's net purchase of 75.91 million yuan; net institutional sales of 179 million yuan.

CITIC Haidian received a net purchase of 127 million yuan, a net purchase of 887.02 million yuan from stock trading, and a net purchase of 54.73 million yuan from Shenzhen Stock Connect; net sales of quantitative funds of 36.93 million yuan, Fang Xinxia's net sale of 44.17 million yuan, and net institutional sales of 71.56 million yuan.

Wanan Technology received a net purchase of 68.45 million yuan, a net purchase of 24.97 million yuan from low-level mining, a net purchase of 21.81 million yuan from quantitative funds, a net purchase of 19.22 million yuan from Shenzhen Stock Connect; a net sale of 11.27 million yuan from stock trading and a net sale of 6.46 million yuan from institutions.

Shangluo Electronics received a net purchase of 17.48 million yuan, a net purchase of 22.9 million yuan from low-level mining, a net purchase of 1.41 million yuan, and a net purchase of 9.79 million yuan from institutions.

Zhongheng Design received a net sale of 11.4 million yuan, and Southern Jiangsu helped to buy a net purchase of 6.17 million yuan.

The application is gradually being implemented

As a representative of a new kind of productivity, the low-altitude economy is developing rapidly, and recently there has been a lot of positive news.

First, on April 23, the Ministry of Transport announced the second batch of pilot projects for intelligent transportation pilot applications (direction of autonomous driving and intelligent construction).

The projects selected this time include the “Jiaxing Urban and Rural Drone Transport and Autonomous Driving Pilot Application Pilot Project for Urban Mobility and Logistics Services”. The expected results are as follows:

In the area of major medical institutions and township hospitals in Jiaxing City,20 drones were put in, and a total of no less than 6,000 deliveries were completed. Build an “integrated road and air” command and control center to achieveAutonomous driving, unmanned delivery, drone deliveryand other integrated management service functions. Five standards were prepared around the “road and air integration” scenario.

It is worth noting that,This is also the first time that a drone project has been selected as a pilot project for intelligent transportation pilot applications.

Second, today, Hainan Province held the “Qiongguang Drone Public Cargo Logistics First Flight Ceremony”, and the FP-98 “Leo” large-scale drone system carried out its first cross-sea air transport mission.

The whole process took 3 hours. The drone took off from Haikou Jiazi Airport and successfully delivered 455 kilograms of shrimp fry to Lianzhou Airport in Zhuhai.

The successful completion of this mission opened up new application scenarios in the field of low-altitude economic feeder logistics and built an “air channel” between Qiongguang and Guangdong.

Again, Shenyang City proposed a target that by 2026, low-altitude aircraft will operate efficiently with integrated services in the fields of urban air transport, logistics and distribution, emergency rescue, and smart city management, create more than 10 demonstration scenarios for low-altitude economy applications, cultivate more than 100 enterprises related to the low-altitude economy, and reach 3 billion yuan in industrial scale.

Furthermore,The “2024 International Drone Application and Prevention Conference and Drone Industry Expo” will be held from April 27th to 29th.

Looking ahead, Open Source Securities points out that in 2024, benefiting from the opening of low-altitude airspace for drones, accelerated airworthiness approval for medium and large drones, local government subsidies, and successful business models, logistics drones are expected to become the first large-scale scenario in the low-altitude economy.