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The organization pointed out that low-altitude economy is a comprehensive economic form with eVTOL aircraft as an important traction, and UAV and general aviation industry are the core industries for the development of low-altitude economy. At present, the policy promotes the low-altitude economy to enter a period of rapid development. Under the background of national attention and active local layout, subdivided industries such as low-altitude aircraft research and manufacturing, low-altitude infrastructure and low-altitude flight support services will all benefit from the development of low-altitude economy. It is suggested that attention should be paid to the related targets of the industrial chain of low-altitude economy.

Core logic

oneEarncryptoandroidgame. The top-level design sets the tone, and the development of the trillion blue ocean market is accelerated. Low-altitude economy is a comprehensive economic form that relies on low-altitude airspace and is driven by the low-altitude flight activities of various manned and unmanned aircraft. radiation drives the integrated development of aviation tourism, regional passenger transport, navigation services, scientific research and education and other related fields. As the representative of the new productivity, the low-level economy has broad prospects for development, and the market scale of the potential industrial chain is up to one trillion yuan. As the low-altitude economy is incorporated into the national planning, industrialization landing and airspace management optimization are expected to speed up, while central and local policies are introduced intensively. As an important carrier of low-altitude economy, eVTOL is expected to be accelerated.

2.eVTOL may be commercialized in the first year. Electric vertical take-off and landing aircraft eVTOL energy system electrification, compared with traditional helicopters and navigation tools, obvious advantages, with high safety, low cost, intelligent and other advantages, the future commercial operation potential is greater. The industry has made rapid progress. At present, Yihang and Fengfei eVTOL have obtained the TC airworthiness certificate, and the airworthiness certification is expected to accelerate. In addition, the relevant enterprises represented by Yihang and Xiaopeng Huitian have obtained certain batch orders and quantification is imminent. in the future, with the further promotion of industrialization, the cost of eVTOL is expected to further decline on a large scale, thus further promoting large-scale commercial use.

3. The scale of the low-altitude economy market is expanding rapidly, and it will continue to maintain growth in the future and become a new engine to promote economic development. The market scale of low-altitude economy is showing a trend of rapid growth. According to estimates, by 2023,EarncryptoandroidgameThe scale of China's low-level economy is 505.95 billion yuan, with a growth rate of 33.8%, and is expected to reach 2 trillion yuan in 2030. Shenzhen is currently the city with the highest concentration of low-altitude industries in the world, with an annual output value of nearly 100 billion yuan, leading the country. Public data show that in 2023, the annual output value of Shenzhen's low-altitude economy has exceeded 90 billion yuan, an increase of 20 percent over the same period last year. In 2023, Shenzhen opened 77 new UAV routes, built 73 new UAV take-off and landing sites, and completed 600000 cargo UAV flights. Consumer drones account for 70 per cent of the global market share, industrial drones account for 50 per cent of the global market share, and helicopters fly more than 20, 000 sorties.

4. Drones and general aviation are the core industries, escorted by infrastructure and professional services. The industrial chain of low-altitude economy covers various types of industries, such as aircraft R & D and manufacturing, infrastructure construction and operation, flight support services, and so on. Behind this, the low-altitude flight industry is the core industry of the low-altitude economy, based on the drones and general aviation industry. according to the latest data of the Civil Aviation Administration, by the end of 2023, 1.267 million drones had been registered in China, an increase of 32.2 percent over the same period last year. 23.11 million hours of flight for the whole year, an increase of 11.8 percent over the same period last year. China has 3173 registered general-purpose aircraft, with an average annual growth rate of more than 12 percent in the past three years. At the same time, the low-altitude support industry provides security services for low-altitude flight and airspace security, including: 1) in terms of infrastructure security, airports are the most important part of the physical facilities network. By 2023, there are 451 general airports in the country, and the CAGR has reached 16% in 4 years (the number of civil aviation transport airports in vs is 4 years CAGR+2%). And the development of low-altitude economy also needs to solve the problems of air traffic management, communication, navigation and surveillance. It involves a series of hardware and software infrastructure. 2) Professional support services, including flight training, testing, charging, maintenance and other service industries, will also support and assist the development of low-altitude economy. Take flight training as an example, according to the data of the Civil Aviation Administration, the number of pilots in China has maintained a high level of growth. By the end of 2023, the total number of valid civil aircraft pilot licenses issued by the Civil Aviation Administration was 86091, and the 10-year CAGR was 9%.

Be good for individual stocks

Cinda Securities pointed out that with the development of low-altitude economy, low-altitude economic infrastructure construction, related aircraft industry chain, aircraft operation, aircraft support and other links are expected to benefit. Ningde Times (300750), Xusheng Group (Dianxin & Automobile Group) are recommended in the field of Sandian, and it is recommended to pay attention to Lanhai Huateng (300484), Inbor (300681), Wolong Electric Drive (600580), Dangsheng Technology (300073), Funeng Technology and so on.

Ping an Securities believes that low-altitude economy is a comprehensive economic form with eVTOL aircraft as an important traction, and UAV and general aviation industry are the core industries of low-altitude economic development. At present, the policy promotes the low-altitude economy to enter a period of rapid development. Under the background of national attention and active local layout, segments of low-altitude aircraft R & D and manufacturing, low-altitude infrastructure and low-altitude flight support services will all benefit from the development of low-altitude economy. It is suggested that we should pay attention to the following related targets of the industrial chain of low-altitude economy: 1) eVTOL complete aircraft manufacturers: Ehang Intelligence, Wanfeng ao Wei (002085) 2) Infrastructure service providers: Zhongke Star Map, Rice Information, Guorui Technology (600562), Sichuan Jiuzhou (000801); 3) UAV manufacturers: vertical and horizontal shares; 4) Navigation Operation: Citic Haizhi (000099); 5) Transportation Planning: Shenchengjiao.