港股概念追踪 | 利好不断！广东发文支持低空经济高质量发展 产业链投资机遇凸显(附概念股)

Core Insights - The low-altitude economy is experiencing significant policy and industry support in China, with various measures being implemented to promote its development [1][2][4] Policy Support - Guangdong Province has introduced 16 specific measures to support the high-quality development of the low-altitude economy, including accelerating key technology breakthroughs and enhancing financial services [1] - The Chinese Civil Aviation Administration predicts that the low-altitude economy market will reach 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035 [2] - Anhui and Henan provinces have launched a cooperative development plan with 18 initiatives to leverage their geographical advantages for low-altitude economic growth [2] Industry Developments - EHang Intelligent plans to introduce China's low-altitude economic experience to Portuguese-speaking countries, focusing on technology cooperation and market expansion [3] - Air China announced a joint venture to enhance its capabilities in low-altitude economic services, including drone transportation and maritime services [3] Investment Opportunities - Analysts suggest that the low-altitude economy is maturing, with increasing investment value in related industries as policies become more refined [4] - The focus on low-altitude logistics and tourism applications is gaining traction, with major eVTOL manufacturers receiving orders and expanding their market presence [4] Related Companies - AVIC Technology (02357) is a leading player in the aviation high-tech sector, involved in various aviation-related businesses [5] - ZTE Corporation (00763) is advancing its technology in low-altitude perception and detection systems [5] - XPeng Motors has launched China's first comprehensive low-altitude flight camp, marking a significant step in the practical application of low-altitude technology [6] - GAC Group's GOVY AirJet has successfully completed its maiden flight, showcasing advanced technology in urban air mobility [6]