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 Viewpoint - The low-altitude economy is experiencing significant policy and industry support in China, with various measures being implemented to promote its development and innovation [1][2][3]. 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, indicating a strong growth trajectory [2]. - Various provinces, including Anhui and Henan, have launched cooperative development plans to leverage regional advantages for low-altitude economic growth [2]. Industry Developments - EHang Intelligent plans to introduce China's low-altitude economic experience to Portuguese-speaking countries, aiming to expand its international market through technological cooperation [3]. - Air China announced a joint venture to enhance its competitiveness in the low-altitude economy by integrating drone transportation and maritime services [3]. - The low-altitude economy is seen as a mature industry with increasing investment opportunities as policies become more refined and supportive [3][4]. Investment Opportunities - Companies like AVIC (Aviation Industry Corporation of China) and ZTE are positioned to benefit from the low-altitude economy, with AVIC being a key player in aviation technology and ZTE focusing on integrated sensing and computing technologies [5][6]. - Xiaopeng Motors has launched China's first comprehensive low-altitude flight camp, marking a significant step in the practical application of low-altitude economic technologies [6]. - GAC Group's GOVY AirJet has successfully completed its maiden flight, showcasing advanced technology in the low-altitude vehicle sector [6].