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Many provinces have introduced policies to focus on the low-altitude economy, and my country's low-altitude economy is entering a new stage of rapid growth.

Many provinces are stepping up their investment in low-altitude economy

Recently, governments of many provinces have intensively released development plans related to the low-altitude economy.

On August 12, the Henan Provincial Government issued the "Implementation Plan for Promoting the High-Quality Development of the Province's Low-Altitude Economy (2024-2027)" (hereinafter referred to as the "Plan") to accelerate the opening of a new track for the development of the low-altitude economy.Promote the integrated development of the entire industry chain including low-altitude consumption, low-altitude aircraft manufacturing, and low-altitude operation services, forming new quality productivity and creating strategic emerging industry clusters.

The plan proposes that by 2025, the layout of low-altitude infrastructure will be completed, a preliminary low-altitude airspace management mechanism will be established, and about 10 general airports and a number of helicopter and UAV landing and take-off sites and points will be built; the scale of the industry will be greatly improved, the scale of the low-altitude economy will reach 30 billion yuan, and the number of enterprises above designated size will reach about 50; by 2027, about 20 general airports and transport airports with general aviation service functions will be built, the scale of the low-altitude economy will reach 50 billion yuan, and the number of enterprises above designated size will reach about 60.

On the afternoon of August 12, the Hubei Provincial Government held a meeting to promote the development of the low-altitude economy. Wang Zhonglin, Deputy Secretary of the Provincial Party Committee and Governor of Hubei Province, attended the meeting and stressed thatWe must make every effort to seize new tracks, cultivate new quality productivity, and accelerate the creation of a low-altitude economic development highland with national influence.

Adhere to the infrastructure construction as the basis, and make every effort to build the "air network" for the development of low-altitude economy. Adhere to the R&D and manufacturing as the core, strengthen technological innovation and project attraction, cultivate leading enterprises, build industrial clusters, and expand, strengthen and optimize the low-altitude economic industry. Adhere to the expansion of applications as the starting point, and accelerate the development of "low-altitude +" multi-format application scenarios such as emergency rescue, transportation logistics, agricultural production, cultural tourism, etc.

Recently, the Jiangxi Provincial Development and Reform Commission drafted the "Opinions of Jiangxi Province on Promoting the High-quality Development of Low-altitude Economy (Draft for Comments)". The opinions proposed that:Through three years of efforts, we will strive to comprehensively improve the province's low-altitude manufacturing capabilities, application levels, and industrial ecology by 2026, driving the province's economic growth to exceed 200 billion yuan., the scale and competitiveness of the low-altitude economy are at the national leading level, making Jiangxi a highland for low-altitude economic development with significant influence in the country.

Previously, on August 7, the Zhejiang Provincial Government issued the "Several Opinions on Building a Strong Civil Aviation Province at a High Level and Creating a Highland for Low-altitude Economic Development", and simultaneously issued an action plan (2024-2027) and factor guarantee policies and measures, proposed state-owned asset factor policies, and promoted provincial enterprises to establish a market-oriented aviation industry development fund in combination with their main responsibilities and businesses.Guide state-owned capital to leverage social capital to invest in strategic emerging areas of the aviation industry such as low-altitude economy, airport economy, and high-end aviation equipment manufacturing, and establish a provincial low-altitude industry development platform and other measures.

Ping An Securities said that many provinces have issued documents to guide the development of the low-altitude economy, and the construction of low-altitude infrastructure has accelerated. The current policy has pushed the low-altitude economy into a period of rapid development. With the country's high attention and local governments' active layout, my country's low-altitude economy has huge room for future development.

21 concept stocks

Announced first half results

In the first half of the year, my country registered more than 600,000 new drones, and the total number of drones increased by 48% compared with the end of last year. As of now, more than 14,000 drone companies hold valid civil unmanned aircraft operation certificates, and more than 225,000 people hold drone operator licenses. In 2023, the scale of my country's low-altitude economy will exceed 500 billion yuan, and is expected to reach 2 trillion yuan in 2030. my country's low-altitude economy is entering a new stage of rapid growth.

According to the Securities Times Databao statistics, as of now, 21 low-altitude economy concept stocks in the A-share market have released semi-annual reports.China Satellite Communications, Avic Technology, Weihai GuangtaiThree stocks exceeded 100 million yuan, namely 411 million yuan, 285 million yuan, and 110 million yuan;Aerospace Morning LightandAerospace DevelopmentThe company suffered losses in the first half of the year, with the loss amounts being 125 million yuan and 315 million yuan respectively.

Zhongzhi SharesIt is one of the major aviation equipment manufacturing companies in China. It develops and manufactures various types of AC series civil helicopters of different tonnages to meet various purposes, as well as Yun-12 and Yun-12F series general-purpose aircraft, and is also engaged in the manufacturing of other advanced helicopter parts.

From the perspective of net profit changes,Andaville, Guangyang SharesTurned from loss to profit year-on-year;Weihai Guangtai, Hi-Tech, China Satellite CommunicationsNet profit increased by more than 50%.

Weihai GuangtaiIt is the leading domestic airport equipment company. In the field of UAVs, the company targets the field of emergency rescue and supplies two types of civilian UAV products: large-load, long-flight multi-rotor UAVs and tandem twin-rotor unmanned helicopters; in terms of general aviation airport ground equipment, the company can transfer airport equipment to general aviation airport ground equipment. The company is expected to fully benefit from the accelerated progress of the low-altitude economic industry.

HitechThere are many aerospace projects under development. At the same time, the company also has a number of eVTOL (electric vertical take-off and landing) projects underway, which are expected to take advantage of the rapid development of the low-altitude economy and become the second growth curve of the company's performance. Recently, the company stated on the interactive platform that in the first half of 2024, the company's contract value and overall operating income in the field of low-altitude economy will achieve a significant year-on-year growth.

Statement: All information content of Databao does not constitute investment advice. The stock market is risky and investment should be cautious.

Editor: He Yu

Proofread by: Tao Qian

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