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琼粤无人机物流跨海首飞仪式举行 物流无人机有望成率先放量场景

Qiongguang Drone Logistics's first cross-sea flight ceremony was held, and logistics drones are expected to be the first launch scenario

cls.cn ·  Apr 25 07:50

① The first flight ceremony of Qiongyue drone public cargo logistics across the sea was held at Wenchang International Space City on April 24. ② Yin Shenglu of Open Source Securities believes 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.

The first flight ceremony of Qiongyue drone public cargo logistics across the sea was held at Wenchang International Space City on April 24.

The industrial drone industry is an important segment of the low-altitude economy. According to data released by the Civil Aviation Administration of China on the 29th, by the end of 2023, China had more than 1.26 million drones, an increase of about 32% over the previous year. In 2023, civilian drones flew more than 23 million hours. The Civil Aviation Administration has approved the establishment of 17 civil unmanned aviation test zones and 3 test bases, covering scenarios such as cities, islands, branch logistics, and comprehensive application development. Yin Shenglu of Open Source Securities believes 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.

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

Yingliu Co., Ltd. has completed the construction of an engine test plant, 4 test benches have been put into use, and the engine assembly line and drone assembly line have formed mid-batch production capacity.

Zongheng Co., Ltd. is deeply involved in industrial drones. In 2019, the company accounted for 53.8% of China's vertical take-off and landing fixed-wing industrial drone market, ranking first; it accounted for 5.4% of the total industrial drone market in China, ranking second.

The translation is provided by third-party software.


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