Core Viewpoint - The low-altitude economy and military aviation sectors are experiencing significant growth, with the General Aviation ETF Huabao (159231) showing a 2.43% increase, indicating strong market interest and potential investment opportunities [1][3]. Industry Developments - The successful flight of the domestically developed 2-ton electric vertical take-off and landing aircraft "Kairui Ou" marks a key advancement in low-altitude logistics, demonstrating its capability to transport goods over significant distances [3]. - The aircraft has a maximum take-off weight of 2 tons, a payload capacity of 400 kg, and a cruising speed of 200 km/h, showcasing its technical specifications and operational capabilities [3]. - The low-altitude economy is projected to reach a scale of 3 trillion yuan by 2030, with innovative applications in marine scenarios expected to be a major growth driver [3]. Policy and Regulatory Environment - The National Development and Reform Commission has identified the low-altitude economy as a key focus for the second half of the year, indicating a supportive policy environment for the sector [3]. - The Civil Aviation Administration of China has established a leadership group for general aviation and low-altitude economy, suggesting forthcoming industry policies that could enhance growth [5]. - The China Civil Airport Association has released a comprehensive framework for low-altitude economic infrastructure, outlining 21 core indicators for national low-altitude infrastructure development [5]. Market Trends and Investment Opportunities - The low-altitude sector is seen as ripe for a rebound, with multiple catalysts expected to drive growth in the coming months [4]. - The General Aviation ETF Huabao (159231) covers a wide range of sectors, including military and civilian aviation, and is positioned as a strategic investment tool for capturing opportunities in the burgeoning low-altitude economy [5][6]. - The recent launch of the Huabao ETF's linked funds provides an accessible investment vehicle for capturing the potential of the general aviation industry, which is anticipated to be a significant growth area [6].
ETF盘中资讯|“凯瑞鸥”来了!低空经济三股涨停,通用航空ETF华宝(159231)大涨2.43%
Sou Hu Cai Jing·2025-08-04 03:43