SF Holding(SZ:002352) Zheng Quan Ri Bao·2025-12-04 16:37Core Insights - The Zhejiang Provincial Development and Reform Commission has drafted a policy document to promote high-quality economic development, which includes support for the construction and operation of Class A general airports and the opening of short-distance general aviation routes [1] - The introduction of over 100 new drone routes signifies a shift from pilot projects to systematic development of the low-altitude economy, enhancing airspace openness and operational standards [1] - The continuous release of policy benefits is prompting listed companies in the drone industry to accelerate their commercialization efforts across various core segments [1] Industry Developments - Aerospace Rainbow Drone Co., Ltd. announced a partnership to establish Chongqing Saihong Technology Co., Ltd., focusing on the research and manufacturing of low-altitude logistics and manned aircraft, with an investment of 393 million yuan in tilt-rotor technology [2] - Shuanglin Co., Ltd. has signed a cooperation agreement with Southeast University to develop axial flux motor technology, enhancing the performance of drone electric drive systems [2] Application Scenarios - Logistics delivery is becoming a core application for drones, with SF Express's subsidiary, Fengyi Technology, operating regular delivery services in various regions, achieving over 6,000 daily deliveries in the Greater Bay Area [3] - Retail applications for drones are expanding, with Wushang Group collaborating with SF Express to operate a low-altitude drone route, completing over 300 flights this year [3] - Experts emphasize the need for improvements in safety management, airspace resource allocation, and operational systems to support the growing drone industry [3]