军工行业上海出台低空智联网络建设规划事件快评：低空智联网络规划出台，空管赛道有望受益

Investment Rating - The report assigns an "Accumulate" rating for the industry, consistent with the previous rating [2]. Core Insights - Shanghai aims to establish a comprehensive low-altitude communication network by early 2026, which is expected to benefit the air traffic management sector [3]. - The Shanghai Municipal Communications Administration has issued guidelines to accelerate the construction of a low-altitude intelligent network, leveraging 5G-A technology to support low-altitude economic development [3]. - The report highlights a phased approach to achieve full coverage of low-altitude flight routes, with key areas targeted for initial implementation in 2024 [3]. - Other provinces, such as Zhejiang and Jiangxi, are also planning to develop low-altitude intelligent information networks, indicating a broader trend that could benefit the air traffic management sector [3]. Summary by Sections Industry Overview - The report discusses the strategic importance of low-altitude airspace management and the development of a low-altitude economy, emphasizing the need for effective communication networks [3]. Investment Opportunities - Recommended stocks include Aerospace Nanhai and beneficiaries such as Zhongke Xingtu and Lais Information, which are expected to gain from the developments in the low-altitude sector [3][7]. Future Projections - By 2026, the goal is to have a low-altitude communication network capable of supporting emergency rescue operations and logistics delivery, with a focus on urban air mobility applications [3].