Investment Rating - The industry investment rating is "Outperform the Market" and maintains "Market Performance" [1][2] Core Viewpoints - The low-altitude economy is considered an important component of new productive forces and a frontier of technological innovation. Local policies in the low-altitude sector are continuously being introduced, and the industry chain is relatively mature, indicating broad development space. The establishment of a low-altitude management bureau is expected, reflecting the country's determination and confidence in developing the low-altitude economy. The upcoming Zhuhai Airshow will showcase new products and technologies, providing a boost to the development of the low-altitude economy [2][1] Summary by Relevant Sections Investment Highlights - The report suggests focusing on companies such as Leshi Information, New Morning Technology, Zhongke Xingtou, Sichuan Jiuzhou, Hengtou Kaiyuan, and China Communication Signal [2] Market Developments - The Zhuhai Airshow is set to take place from November 12 to 17, showcasing innovations in the aerospace and defense sectors, including a dedicated area for unmanned aerial vehicles [1][2]
信息服务行业跟踪报告:低空司有望设立、珠海航展在即,低空经济是新质生产力重要构成
Haitong Securities·2024-10-22 01:13