多地低空经济下游应用场景开拓如火如荼

Market Overview - The low-altitude economy index increased by 2.23% this week, with a relative increase of 2.31% [1][2] - The average daily transaction amount reached 633.48 billion yuan, while the price-to-earnings ratio (TTM) stood at 121.53 times [1][2] - There was a net outflow of main funds averaging -12.59 billion yuan this week, despite a significant increase in transaction volume compared to last week [1][2] Stock Performance - The top five stocks by increase this week were Xibu Materials, Chaojie Co., Ltd., Sichuang Electronics, Guanglian Aviation, and Aerospace Electronics [3] - The bottom five stocks by decrease were ZTE Corporation, Yingboer, Xingyuan Zhuomei, ChaoTu Software, and China Chemical Geology [3] Industry Dynamics - The National Development and Reform Commission is working on improving the low-altitude economic industry ecosystem [4] - Hainan's annual drone flight volume has surpassed 10 million [4] - A regular logistics route for low-altitude drones from Haikou Xiuying to Guangdong Xu Wen has been established [4] - Successful maiden flights of the "Jiutian" drone and the Rainbow-7 high-altitude stealth drone have been reported [4] - The domestic transport drone SUNNY-T2000 has officially rolled off the production line [4] - The first heavy-lift eVTOL AR-E800 has successfully completed its maiden flight [4] - Jinhua, Zhejiang, is developing a network for unmanned delivery to facilitate the "last mile" [4] - Hefei City held a meeting to promote low-altitude delivery logistics [4] - The National Medical Insurance Administration organized a seminar on cultivating and opening scenarios in the medical insurance field [4] Policy Developments - Two mandatory national standards for drone real-name registration and operational identification have been released [5] - Several local "14th Five-Year" planning suggestions mention the development of the low-altitude economy [5] - The Hubei Provincial Low-altitude Operation Management Center issued a notice on the "Guidelines for Low-altitude Flight Service Work Procedures (Trial)" [5] - Zhuhai City published a list of application scenario opportunities in the low-altitude field for 2025 [5] Company Developments - Aerospace Rainbow (002389.SZ) plans to jointly invest with Zhongtian Rocket to establish Xinjiang Zhongtian Rocket Weather Modification Technology Co., Ltd. [6] - Jifeng Technology (300022.SZ) has a subsidiary that is expected to procure drones and parts from Dongtai Lianfei, with a total transaction amount not exceeding 100 million yuan [6]