深圳发布政策助力+发改委点名，低空经济重回风口

Group 1 - Shenzhen's Development and Reform Commission released a plan for high-quality construction of low-altitude infrastructure from 2024 to 2026, aiming to establish a layout of "1+5+4" with a total output value exceeding 130 billion yuan by the end of 2026 [1] - 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, with a compound annual growth rate of approximately 30% [2] - Recent record-breaking orders for eVTOL aircraft include a $1 billion procurement agreement between Autocraft and Shiji Technology, and a $1.75 billion order for 500 VE25-100 eVTOLs from Volant Aerospace to PanPacific [1] Group 2 - Key players in the aircraft manufacturing and operation services sector include AVIC, Zongheng, and Guandian Defense, while the supply chain features companies like Zongshen Power, Guanglian Aviation, and Lightway Composite [3] - The low-altitude eVTOL market has significant growth potential, with the unit value of eVTOLs being approximately 30 to 500 times that of humanoid robots, indicating a larger market expansion opportunity [1]