Core Insights - The low-altitude economy sector outperformed the market during the period from September 29 to October 12, with the Wind Low Altitude Economy Index rising by 3.92%, surpassing the Shanghai Composite Index by 2.12 percentage points, the CSI 300 Index by 2.46 percentage points, and the ChiNext Index by 5.14 percentage points [1][2] - The National General Aviation Index increased by 2.35%, outperforming the Shanghai Composite Index by 0.55 percentage points, the CSI 300 Index by 0.88 percentage points, and the ChiNext Index by 3.56 percentage points [1][2] Policy Developments - The first local government legislation for low-altitude economy, the "Suzhou Low Altitude Economy Promotion Regulations," came into effect on October 1, outlining responsibilities for city and county governments to promote low-altitude infrastructure planning, construction, and operation [2] - The "Implementation Details for Several Measures to Support High-Quality Development of Low Altitude Economy" by the Shenzhen Transportation Bureau will take effect on October 9, 2025, focusing on key funding projects across the low-altitude economy industry chain, with individual project rewards up to 15 million yuan [3] Industry Advancements - Zero Gravity Aircraft Industry announced nearly 300 million yuan in financing to support the development of its ZG-ONE and ZG-T6 aircraft, as well as the establishment of a national green aviation flight camp [3] - The Guangdong Province Low Altitude Equipment Verification Testing Base was inaugurated to provide a professional platform for low-altitude equipment research, design, manufacturing, and application [3] Product Innovations - Yingwu Intelligent received the first national license for ultra-lightweight single-person flying cars and unveiled the S-ONE flying vehicle, featuring AI capabilities for autonomous operations [4] - WoFei ChangKong's first passenger eVTOL product, AE200-100, has completed major assembly and is preparing for manned test flights, with a backlog of 1,000 commercial orders [4] Market Trends - AirCar Technology and Aviation announced the opening of pre-orders for its LightSport eVTOL, with the first 100 units sold out within days, expected to be delivered by 2027 [5] - The national strategy is increasingly focusing on the low-altitude economy, with various local policies being implemented and state-owned enterprises establishing low-altitude economy companies [5]
《苏州市低空经济促进条例》正式施行,沃飞长空商业化再提速 | 投研报告
Zhong Guo Neng Yuan Wang·2025-10-14 02:31