交运部发布低空交通运输应用场景典型案例名单 | 投研报告
Zhong Guo Neng Yuan Wang·2025-11-26 03:02

Market Overview - The low-altitude economy index decreased by -3.86% this week, with a relative increase of -0.09% [1][2] - The average daily transaction amount was 25.379 billion yuan, and the price-to-earnings ratio (TTM) reached 114.49 times [1][2] - The average daily net inflow of main funds was -1.018 billion yuan, indicating a net outflow [1][2] Stock Performance - The top five stocks with the highest gains this week were: Chengxi Aviation, SuperMap Software, Chaojie Co., Aileda, and Andavil [3] - The top five stocks with the highest losses this week were: XPeng Motors-W, Zhongchu Innovation, Xingyuan Zhuomei, Shangluo Electronics, and Yiwei Lithium Energy [3] Industry Dynamics - The Ministry of Transport issued a notice on typical case lists for low-altitude transportation applications [4] - The airspace for unmanned aerial vehicles in Anhui Province has been officially announced [4] - The 2025 Hunan (International) General Aviation and Low-altitude Economy Industry Expo will be held in Changsha [4] - The 2025 Sichuan Low-altitude Economy Industry Chain Ecological Conference will take place in Zigong, along with the release of the "Low-altitude Security Standard System Construction Guide" [4] Policy Dynamics - The Civil Aviation Administration of China is soliciting opinions on the draft rules for the operation qualification certification of small commercial transport operators [5] - Zhejiang Province has issued guidelines to accelerate the pilot application of low-altitude in the transportation sector [5] Company Dynamics - United Aircraft has secured a total of 1,600 orders for industrial-grade drones in low-altitude logistics, medical delivery, and agricultural protection [6] - Xunyi Network announced the completion of its C+ round of financing [6] - Vertical Aerospace has successfully obtained flight permission from the UK Civil Aviation Authority (CAA) and has initiated transition flight testing [6] - Xinwangda has reached a cooperation framework agreement with Anhui Shangfei Aviation Technology Co., Ltd. [6]