Core Insights - The low-altitude economy index decreased by 0.04% this week, with a relative increase of -0.86%, and the average daily transaction amount was 242.05 billion yuan, maintaining a high price-to-earnings ratio (TTM) of 117.49 times, while the average daily net inflow of main funds was -4.45 billion yuan [1][2]. Market Performance - The top five performing stocks this week were Putian Technology, Aerospace Huanyu, Shangluo Electronics, Yiwei Lithium Energy, and Funeng Technology; the bottom five were Aerospace Hongtu, Hangxin Technology, Wolong Electric Drive, Yingboer, and Shenzhen Urban Transport [3]. Industry Dynamics - The State Council's office issued opinions on accelerating the cultivation of scenarios and promoting large-scale applications in the low-altitude economy sector [4]. - The Shenzhen integrated land and air intelligent networked comprehensive transportation testing base has officially commenced operations, marking a significant step for Shenzhen in becoming the "global low-altitude economy capital" [4]. - Jinan has established a 10 billion yuan aerospace (low-altitude) industry fund [4]. Policy Developments - The Guangzhou Development and Reform Commission is soliciting opinions on the "Guangzhou Measures for Promoting High-Quality Development of the Low-Altitude Economy Fund Management (Draft for Comments)" [5]. Company Developments - Times Technology signed a strategic cooperation agreement with ICBC Financial Leasing, which plans to purchase 100 E20eVTOL aircraft from Times Technology [6]. - Yufeng Future received 200 intention orders for the M1 model series aircraft from domestic and international clients, totaling over 2 billion yuan [7]. - Volant Aviation signed multiple cooperation agreements, including orders for 95 eVTOL aircraft with a contract value of 2.375 billion yuan [8]. - AVIC Aircraft signed a cooperation agreement with Times Technology to collaborate on eVTOL core system research and development, airworthiness standards, and supply chain strengthening [8].
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