Group 1 - The low-altitude economy is transitioning from being "policy-driven" to "market-driven," providing lasting momentum for industrial upgrades as infrastructure, airspace management, and business model bottlenecks are gradually resolved [2] - Multiple regions in China have proposed plans to accelerate the development of the low-altitude economy, with Jiangsu and Chongqing aiming to create competitive strategic emerging industry clusters [6][7] - The low-altitude economy is projected to reach a market size of 670.25 billion yuan in 2024, representing a 32.5% increase from 2023, with forecasts of 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035 [7] Group 2 - In the first three quarters of the year, 25 low-altitude economy concept stocks reported year-on-year profit growth, with an average increase of 31.17%, significantly outperforming the Shanghai Composite Index [8] - Aerospace Hangyu has seen a cumulative increase of 103.1% this year, leading the sector with a comprehensive technology system in aerospace products and satellite communication [8] - Six low-altitude economy concept stocks have underperformed, with CITIC Haizhi experiencing the largest decline of 22.83% despite strategic investments in low-altitude transportation logistics and drone applications [8][9]
低空经济迎政策利好 6只绩优概念股严重滞涨