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10亿美元大单!低空经济股大涨
Shen Zhen Shang Bao·2025-07-17 16:32

Group 1 - The core viewpoint of the news is that the low-altitude economy sector in the A-share market has experienced a collective rise, driven by a significant procurement agreement for eVTOL aircraft, marking a new record in China's eVTOL sector [1][2] - Autocraft from the UAE signed a procurement agreement worth $1 billion (approximately 71 million RMB) for 350 eVTOL aircraft developed by Shanghai's technology company, which is the largest single order for "air taxis" in China to date [1][2] - The low-altitude economy sector's overall index rose by 15.25% as of July 17, with notable individual stock performances, including Longxi Co. with a cumulative increase of 134.06% this year [2] Group 2 - The low-altitude economy industry includes segments such as low-altitude infrastructure, aircraft manufacturing, and operational support, with strong technical barriers in aircraft manufacturing [2] - The current phase of the low-altitude economy is crucial for realizing industrial logic, with some companies already showing good performance, suggesting a cautious approach for investors to select quality stocks [3]