LKDF(SZ:002413) Xin Lang Cai Jing·2026-02-24 02:12Core Viewpoint - The general aviation sector is experiencing positive momentum, driven by supportive policies and increasing investments, particularly in low-altitude economy applications [1][2]. Group 1: Market Performance - As of February 24, 2026, the China General Aviation Theme Index (931855) rose by 0.48%, with notable increases in component stocks such as Leike Defense (+4.79%) and Sichuan Jiuzhou (+2.70%) [1]. - The General Aviation ETF (561660) saw a slight increase of 0.08%, with the latest price at 1.3 yuan [1]. - Over the past three days, the General Aviation ETF has experienced continuous net inflows, totaling 6.5746 million yuan, with a peak single-day inflow of 2.6504 million yuan [1]. Group 2: Policy Support - Liaoning Province has introduced policies to promote the low-altitude economy, offering interest subsidies for projects related to low-altitude aircraft and key components, with a maximum annual subsidy of 1 million yuan per project and 5 million yuan per enterprise [1]. - The initiative aims to expand low-altitude economic applications and enhance industry quality and efficiency through financial support for recognized projects [1]. Group 3: Industry Trends - Recent advancements in AI models, such as Zhiyuan GLM-5 and Alibaba Qwen3.5, are focusing on "execution intelligence" rather than mere parameter comparisons, enhancing capabilities in complex system engineering and long-range agent tasks [2]. - According to Guosheng Securities, AI is evolving from a dialogue tool to an operational engine for the physical world, particularly in scenarios like drone swarm scheduling and autonomous takeoff and landing of general aviation aircraft [2]. - The China General Aviation Theme Index tracks 50 listed companies involved in aviation materials, aircraft manufacturing, infrastructure, and operations, reflecting the overall performance of the general aviation sector [2].