On March 28th, the "low altitude economy" became popular again. As of 10:20, the low altitude economy concept, flying car concept, and general aviation concept index rose by more than 6%. Jianxin Shares and Shenzhen Chengjiao 20CM rose the limit, while more than 10 stocks including Wanfeng Aowei, CITIC Haizhi, Sichuang Electronics, Lihang Technology, and FiberHome Electronics rose the limit. Digital Zhengtong, Jindun Shares, and Laisi Information rose by more than 10%.
On the news side, the Ministry of Industry and Information Technology and four other departments issued the "Implementation Plan for Innovative Application of General Aviation Equipment (2024-2030)" on March 27th. It is proposed that by 2027, China's supply capacity and industrial innovation capacity of general aviation equipment will be significantly improved, and new types of general aviation equipment with unmanned, electrified, and intelligent technical characteristics will be commercially applied in urban air transportation, logistics distribution, emergency rescue, and other fields; By 2030, general aviation equipment will be fully integrated into various fields of people's production and life, forming a trillion level market scale.
Recently, there have been constant industry news
The Civil Aviation Administration of China (CAAC) is scheduled to hold a press conference at 3:00 pm on March 29th (Friday), inviting relevant officials to introduce the work done by the CAAC in implementing the spirit of the Central Economic Work Conference and the Government Work Report to promote the development of low altitude economy, as well as the next steps to be considered, the reform and development of general aviation in recent years, the development of drones in recent years, and the relevant work carried out by the CAAC, and to answer questions from reporters.
On March 27th, Zhuhai announced that according to the Zhuhai Express Industry Association, the first unmanned aerial vehicle (UAV) low altitude express logistics route between Zhuhai and Shenzhen has recently started trial operation. It is currently planned to be used for emergency medical equipment and emergency rescue delivery in hospitals.
On March 27th, Shenzhen announced that the relevant person in charge of the Shenzhen Municipal Transportation Bureau will further improve the construction plan, promote the implementation of various work in the construction of the low altitude economic industry comprehensive demonstration zone, and focus on accelerating the construction of flight service support, new infrastructure, low altitude intelligent integration system, and rule and standard system, achieving tangible results. Efforts will be made to build low altitude intelligent integration infrastructure as soon as possible, and improve the facility system of low altitude communication, navigation, monitoring, meteorology, and flight services.
On March 20th, the world's first domestically developed "Air Taxi" Yihang EH216-S unmanned manned aircraft, which has obtained airworthiness certification, was sold in a live broadcast room on the Taobao platform, attracting over 600000 viewers. As of 12:30 noon on March 21st, 12 orders of the EH216-S "Air Taxi" EH216-S with a deposit of 39900 yuan have been sold by Yihang.
On March 6th, the unmanned aerial vehicle (UAV) medical supplies transportation route in Hefei was opened, with a total of 4 stations and 6 routes set up, which can establish a fast medical supplies transportation route in the air.
Multiple securities firms collectively have a positive outlook
Huaan Securities reported on the 26th that it is recommended to pay attention to companies related to Control and Command (ATC) systems and Traffic Management (ATFM) systems. These systems use communication, navigation technology, and monitoring methods to monitor and control aircraft flight activities, provide various air traffic management services for civil aircraft flight, effectively maintain air traffic order, promote air traffic safety, and ensure smooth air traffic. The low altitude field is expected to become a new track for the localization of ATC.
According to a research report by Everbright Securities on the 26th, with the development of industries related to low altitude economy, we believe that low altitude manufacturing, flight control, and support are expected to be laid out ahead of schedule. We are optimistic about the development opportunities of aircraft platform advantage manufacturers and core supporting enterprises, air traffic control system and operational advantage enterprises, low altitude airports and core enterprises for support construction.
According to a research report by Open Source Securities on the 25th, after the high rise of the low altitude economic strategy, the airspace and route planning of drones is expected to be further implemented. The increase in battery capacity is expected to further improve the endurance and logistics economy of drones. The demand for existing application scenarios such as surveying and mapping and plant protection is expected to be further released, and new application scenarios such as logistics are expected to quickly open up.
(Disclaimer: The content of the article is for reference only and does not constitute investment advice. Investors operate based on this and bear the risk themselves.)