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长春航空展+深圳eVTOL大会无缝衔接,低空经济异动走强!通用航空ETF(159231)涨超2%
Xin Lang Ji Jin·2025-09-24 06:39

Group 1 - The low-altitude economy concept is gaining momentum, with significant stock price increases for companies like Lais Information (up over 7%), Zhuhai Guanyu, and Nanjing South Network Technology (both up over 6%) [1] - The General Aviation ETF Huabao (159231) has seen a price increase of 2.37%, indicating strong market interest in low-altitude economic investments [1] - The 11th Air Force Aviation Open Day and Changchun Aviation Expo took place from September 19-23, showcasing various companies targeting the eVTOL sector with developed or in-progress products [1][3] Group 2 - Open Source Securities highlights that the low-altitude economy is being implemented from macro (national planning) to micro (local subsidies and infrastructure) levels, suggesting a focus on the sector's future market performance [3] - Southwest Securities notes that national strategies are increasingly focusing on the low-altitude economy, with local governments introducing development policies and state-owned enterprises forming low-altitude companies [3] - The General Aviation ETF Huabao covers a broad index of 50 stocks related to military and civilian aviation, with over 46% of its holdings in state-owned enterprises and over 20% in major military industrial groups, emphasizing its strategic positioning in the aviation industry [3]