According to the media reports, the 2nd National Low-Altitude Economy (Suzhou) Industrial Innovation Expo will be held at the Yangcheng International Esports Arena from October 18th to 20th. Open Source Securities released a research report stating that the low-altitude economy is expected to see vertical acceleration from macro (national industrial planning) to meso (local subsidies) to micro (infrastructure bidding, application scenario creation), and recommends paying attention to the subsequent sectors of the low-altitude economy market.
According to media reports, the 2nd National Low-Altitude Economy (Suzhou) Industrial Innovation Expo will be held at the Yangcheng International Esports Arena from October 18th to 20th. The aim is to build a low-altitude economy industry exchange and cooperation platform that integrates theoretical discussions and innovative displays, promote leading enterprises and high-quality projects to connect and land, and build a cooperative and win-win low-altitude economic ecosystem. It is reported that the expo will include four main sectors: conferences, exhibitions, competitions, and research, and will host a variety of interactive activities to fully showcase the latest achievements of the low-altitude economy. In addition, the 2024 China Aviation Industry Conference and Nam Cheong Flight Show will be held in Nanchang from November 2nd to 4th, and the Global Low-Altitude Economy Forum 2024 Annual Conference will be held in Beijing on November 27-28.
Open Source Securities released a research report stating that the new direction of employment-promotion policies, the expected acceleration of low-altitude economic policy landing. On October 8, 2024, the State Council Information Office held a press conference. Li Chunlin, Vice Director of the National Development and Reform Commission, proposed that the vigorous development of the low-altitude economy has given rise to a new position for drone operators. According to relevant departments' calculations, there is currently a talent gap of up to 1 million people in this position in China, and it is expected to become a new industrial direction to improve employment positions. The low-altitude economy is expected to see vertical acceleration from macro (national industrial planning) to meso (local subsidies) to micro (infrastructure bidding, application scenario creation), and it is recommended to pay attention to the subsequent sectors of the low-altitude economy market.
According to the Financial Data Center, among related listed companies:
Xinjiang Machinery Research Institute mainly provides structural components supporting services for drone manufacturers and low-altitude aircraft manufacturers.
Beijing Andawell Science & Technology has rich product lines and installation experience in aviation seats, aviation navigation systems, cabin equipment, measurement and control support equipment, and aviation composite components. Their core technology can be extended to the low-altitude economy sector, with high compatibility of product application scenarios with eVTOL.