① The General Office of the People's Government of Guangdong Province issued the “Guangdong Province's Action Plan to Promote High-Quality Development of the Low-Altitude Economy (2024-2026)”. The overall target is that the low-altitude economy will exceed 300 billion yuan by 2026. ② China Merchants Securities pointed out that infrastructure construction is more driven by national and local policies, and it itself has a multiplier effect, so the low-altitude infrastructure sector will benefit first.
The General Office of the People's Government of Guangdong Province issued the “Guangdong Province's Action Plan to Promote High-Quality Development of the Low-Altitude Economy (2024-2026)”. The overall goal is that by 2026, the scale of the low-altitude economy will exceed 300 billion yuan. It will basically form a low-altitude economy industry pattern with three-core linkage, multi-point support, and piecemeal development in Guangzhou, Shenzhen, and Zhuhai, and cultivate a number of leading enterprises and specialized and innovative enterprises. The plan also mentions supporting the development of low-altitude industries through government investment funds, etc., exploring the establishment of special funds through market-based methods, and guiding more capital to be invested in key areas of the low-altitude economy. Support leading enterprises to implement mergers, acquisitions and restructuring in a market-based manner, and promote industry integration and upgrading.
The low-altitude economy is mainly divided into four sectors: “low-altitude infrastructure - low-altitude aircraft manufacturing - low-altitude operation services - low-altitude flight support”. Among them, low-altitude infrastructure includes ground support infrastructure and new low-altitude infrastructure. Low-altitude infrastructure is an important foundation for the rapid development of low-altitude economy industries and the integrated development of radiation-related fields. China Merchants Securities pointed out that infrastructure construction is more driven by national and local policies, and it itself has a multiplier effect, so the low-altitude infrastructure sector will benefit first. Driven by low-altitude airspace management, development and utilization, the upstream and downstream investment space in the industrial chain related to low-altitude infrastructure, such as general airports, helicopter take-off and landing sites, and new low-altitude infrastructure, is over trillion yuan.
According to the Finance Federation's theme library, among the relevant listed companies:
Since 2015, Huashi Group has established an aviation professional team. The business covers the entire chain of aviation and low-altitude planning and design, platform systems, construction management, operation services, and commercial development, and has undertaken more than 100 low-altitude related businesses.
Using general aviation maintenance as an entry point, New Aviation Technology combines its advantages to focus on exploring intervention opportunities in various industries that provide service guarantees for airspace safety and low-altitude flight, mainly including low-altitude airspace management and control systems, development of equipment and systems related to the general aviation industry, and drone flight information systems.