低空经济启动“云端盛宴” 关注通用航空ETF华宝回调机遇

Core Viewpoint - The low-altitude economy in China is rapidly developing and has been recognized as a strategic emerging industry, with significant government support and technological advancements driving its growth [1][2]. Group 1: Industry Development - The low-altitude economy is categorized into three main segments: aircraft manufacturing, infrastructure and support, and operational services [2]. - The Civil Aviation Administration of China issued the first operational certificates for manned civil unmanned aerial vehicles in March 2023, marking the transition of general aviation from pilot programs to commercialization [2]. - Chongqing announced plans to become a "low-altitude economy innovation development city," with 32 airspace blocks and 39 temporary landing points approved [2]. Group 2: Future Prospects - A strategic cooperation agreement was signed between Bank of China, China Minmetals Corporation, and Volant, with plans to purchase 100 VE25 eVTOL aircraft and a credit line of at least 1 billion yuan [3]. - The 2025 Fourth Low-altitude Economy Development Conference is scheduled for September 5-7 in Wuhu, promoting technological exchanges and high-quality development in the low-altitude economy [3]. - The expected growth rates for the net profit of the General Aviation Industry Index from 2025 to 2027 are 75.34%, 56.11%, and 19.60%, indicating 2025 as a pivotal year for performance [3]. Group 3: Investment Opportunities - The General Aviation ETF Huabao (159231) saw a 10% increase in price within its first week of listing, providing good returns for investors [3]. - The ETF experienced a 2.13% decline on May 9, 2025, marking its first adjustment since listing, suggesting potential buying opportunities for investors as the low-altitude economy is still in its early stages [3].