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低空经济再获政策利好,行业迎来发展临界点,这些标的或可关注

The low-altitude economy is once again benefiting from favorable policies, and the industry has ushered in a tipping point of development. These targets may be worth paying attention to

cls.cn ·  Jan 4 08:41

The “Shenzhen Special Economic Zone Low Altitude Economy Industry Promotion Regulations” will be implemented on February 1, 2024.

Financial Services Association, January 4 (Editor Zilong) Recently, the country's first low-altitude economy legislation, the “Shenzhen Special Economic Zone Low Altitude Economy Industry Promotion Regulations”, was officially announced. The Regulations will be implemented on February 1, 2024, to help the low-altitude economy “soar high” in terms of infrastructure, flight services, industrial application, technological innovation, and safety management. The regulations state that organizations and individuals such as enterprises, institutions of higher learning, scientific research institutions, academic groups, industry associations, industry alliances, foundations, and new think tanks will be encouraged and supported to participate in low-altitude economy industry development activities.

According to reports, the low-altitude economic industry refers to a comprehensive economic form where low-altitude flight activities of civilian manned aircraft and unmanned aerial vehicles are the driving force, radiation drives the integrated development of industries in the fields of aircraft R&D, production, sales, and infrastructure construction and operation related to low-altitude flight activities, flight support, and derivative integrated services. In recent years, domestic support for the low-altitude economy industry has increased, and the low-altitude economy was listed as a strategic emerging industry at the Central Economic Work Conference held in December 2023.

CICC's recent research report pointed out that the Central Economic Work Conference proposed “building a number of strategic emerging industries such as biomantry, commercial aerospace, and low-altitude economy,” clearly emphasizing the importance of low-altitude economic development. In recent years, as China's low-altitude airspace management reform continues to advance, local governments have successively introduced policies to support the low-altitude economy, and research institutions and enterprises have continued to increase technical research and application development in industries related to the low-altitude economy. The low-altitude economic market is poised to become a new growth pole for China's economic development.

As for the target aspects to pay attention to, according to a recent Huajin Securities research report: 1) Low-altitude Internet: China Mobile, China Telecom, China Unicom, China Satellite Communications; 2) Navigation: Starnet Yuda, Haige, Zhenxin Technology, China Haida; 3) Radar Modules: Hesai Technology, Changguang Huaxin, MeiG Intelligence, Yiyuan Communications, Shifei Communications, Guanghetong; 4) Low-altitude aircraft: Emerging Equipment, Hengyu Communications, China Unicom, China Drones.

The translation is provided by third-party software.


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