Zheng Quan Shi Bao·2025-07-09 18:26Group 1 - The 2025 International Low Altitude Economy Expo will be held from July 23 to 26, covering an area of 60,000 square meters and expecting over 50,000 visitors [1] - Nearly 300 exhibitors, including well-known companies such as DJI, Puzhou, and China Post Express Logistics, will participate in the expo [1] - The number of low-altitude economy enterprises has rapidly increased, with 4,885 companies established in 2024 and 4,356 in the current year, nearing last year's total [1] Group 2 - The low-altitude economy in China reached a scale of 505.95 billion yuan in 2023, with a growth rate of 33.8%, and is expected to exceed 1 trillion yuan by 2026 and reach 2 trillion yuan by 2030 [2] - The civil drone industry in China reached a scale of 117.43 billion yuan in 2023, with consumer drones holding 74% of the global market share and industrial drones over 55% [2] - Low-altitude economy concept stocks have shown an average increase of 10.15% this year, with notable performers including Aerospace Nanhu and Tianshan Electronics, with increases of 123.65% and 87.15% respectively [2] Group 3 - Zongshen Power has forecasted a net profit of 479 million to 564 million yuan for the first half of the year, representing a year-on-year growth of 70% to 100% [3] - The median rolling price-to-earnings ratio for low-altitude economy concept stocks is 56.96 times, with only a few stocks, such as Design Institute and China Communications Design, having a rolling P/E ratio below 20 times [3] - 34 low-altitude economy concept stocks have been investigated by institutions this year, accounting for nearly 50% of the total, with nine stocks receiving over 100 institutional inquiries [3] Group 4 - Zhongke Chuangda has accumulated relevant technology in the low-altitude economy field, including IoT sensors, communication technology, and advanced navigation algorithms [4]