开源证券殷晟路表示，低空经济已经迎来从宏观（国家层面产业规划）到中观（各地地方补贴）再到微观（基建主机招标、应用场景打造）的纵向落地，建议关注低空经济后续板块行情。市场规模方面，中国民航局预估，到2025年我国低空经济市场规模将达到1.5万亿元，到2035年有望达到3.5万亿元。The Ministry of Industry and Information Technology recently held the first plenary meeting of the Low Altitude Industry Development Leading Group to discuss and deploy key tasks to promote the high-quality development of the low altitude industry. On the same day, the Shenzhen Transportation Bureau solicited opinions on the detailed regulations of 'Several Measures to Support the High-quality Development of the Low Altitude Economy in Shenzhen', proposing specific subsidy schemes.
The Ministry of Industry and Information Technology recently held the first plenary meeting of the Low Altitude Industry Development Leading Group to discuss and deploy key tasks to promote the high-quality development of the low altitude industry. The meeting emphasized actively and prudently developing the low altitude industry to create a new model of industrialization. It is necessary to plan at the top level, plan and layout the innovative system of low altitude equipment, the industrial system, and the construction of low altitude information infrastructure, creating a good ecology for the industry's development.
On the same day, the Shenzhen Transportation Bureau solicited opinions on the detailed regulations of 'Several Measures to Support the High-quality Development of the Low Altitude Economy in Shenzhen'. The draft proposal put forward specific subsidy plans, with a total funding amount not exceeding 0.16 billion yuan in 2024, not exceeding 0.22 billion yuan in 2025, and not exceeding 0.21 billion yuan in 2026, with no adjustment to the funding amount for each year.
Yin Shenglu of Kaiyuan Securities stated that the low altitude economy has seen vertical implementation from the macro (national industrial planning) to the meso (subsidies at the local level) and then to the micro (tendering for infrastructure hosts and creating application scenarios). It is recommended to pay attention to the subsequent sector trends of the low altitude economy. In terms of market size, the Civil Aviation Administration of China estimates that the low altitude economy market size in China will reach 1.5 trillion yuan by 2025, and is expected to reach 3.5 trillion yuan by 2035.
According to the Financial Data Center, among related listed companies:
Zhejiang Wanfeng Auto Wheel collaborates with domestic and foreign technology and operation teams to accelerate the layout and strategic cooperation process of the eVTOL industry, striving to become the global leader in innovative manufacturing of general-purpose aircraft in the low altitude economy.
Shenzhen City Transport relies on the leading experience and capabilities of integrating low-altitude and intelligent connected networks in Shenzhen's pilot demonstration, with recent new or awarded low-altitude business landing projects in Shenzhen, Wuxi, Jiangmen, Shandong, and actively expanding into other key cities' low-altitude businesses.
