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积极探索应用领域 科创板公司共促低空经济腾飞
Sou Hu Cai Jing·2025-05-03 10:55

Industry Overview - China's low-altitude economy is rapidly emerging, supported by policy and technological innovation, with a market size exceeding 500 billion yuan in 2023 and expected to reach 1 trillion yuan by 2026, reflecting a compound annual growth rate of 28% over three years [1] Company Developments - Companies listed on the Sci-Tech Innovation Board are proactively positioning themselves in the low-altitude economy, with nearly 20 firms engaging in discussions about industry trends and future plans during the "Sci-Tech Hot Industry Week" [1] - Zongheng Co. is accelerating the iteration of its JOS-C700 vertical take-off fixed-wing and JOS-C200 multi-rotor unmanned systems, integrating AI decision-making algorithms and edge computing to enhance multi-machine collaborative operations and intelligent task planning [2] - Narui Radar has developed the TDKFT0104 Ku-band dual-polarization active phased array radar, applicable in various fields such as traffic management and border protection, with potential expansions into coastal monitoring and airport bird control [2] - Lais Information has completed the development of its "Tianmu" low-altitude flight service guarantee products, aimed at connecting the industry chain and establishing a comprehensive low-altitude service system [2] Localization Efforts - Zongheng Co. has achieved over 90% localization in its drone production and is continuously working on domestic alternatives for key components to reduce import dependency [3] - Narui Radar's products have independent intellectual property rights, with core components and materials largely sourced domestically, ensuring self-control over core technologies [3] - Lais Information's supply chain is primarily localized, with imported products making up a small proportion of overall procurement [3] Market Opportunities - Companies are seizing opportunities in the expanding low-altitude economy, leveraging AI and new technologies for growth [4] - Zongheng Co. plans to focus on product diversification, operational intelligence, and scaling applications by 2025, while enhancing AI and large model technology applications [4] - Narui Radar is broadening its market reach, with products already utilized in meteorological and water resource monitoring, and plans to establish a wholly-owned subsidiary in Hong Kong for international expansion [4] - Lais Information is actively developing low-altitude economic strategies for over 20 provinces and cities, achieving significant progress [4]