通信行业周报：低空经济政策频发，原生鸿蒙正式发布，持续看好相关产业投资机会

Investment Rating - The report maintains a "Buy" rating for several companies in the communication sector, including Tianfu Communication, Hongrid, China Mobile, China Telecom, and Chunzong Technology [1][6]. Core Insights - The report highlights the frequent issuance of low-altitude economy policies, indicating a strong outlook for related industry investment opportunities. The low-altitude economy is projected to exceed 1 trillion yuan by 2026, reaching 10,644.6 million yuan [2][16]. - The official release of the native HarmonyOS marks a significant acceleration in the localization of operating systems, enhancing Huawei's competitive position against Android and iOS [3][17]. Summary by Sections 1. Industry Insights - The low-altitude economy is gaining traction with nearly 30 provinces incorporating its development into local government work reports. The Ministry of Industry and Information Technology (MIIT) is actively promoting the establishment of integrated low-altitude economic networks [2][16]. - The native HarmonyOS NEXT has been launched, achieving full self-research of the system's foundation, significantly improving performance and security features, and marking a step towards a fully controllable domestic operating system [3][17]. 2. Weekly Strategy Overview - The report emphasizes the potential of the low-altitude economy, driven by 5G-A technology upgrades that lower connection and economic costs while expanding application scenarios. The demand for flying cars and the domestic eVTOL market is expected to grow [3][26]. - The HarmonyOS NEXT integrates AI capabilities, enhancing user experience and security through a new architecture that protects user privacy [18][29]. 3. Market Dynamics - The communication sector index rose by 3.03% in the week of October 21-25, 2024, outperforming the CSI 300 index by 2.24 percentage points [11][34]. - The report suggests a focus on various companies across different segments, including telecommunications operators, main equipment manufacturers, and satellite internet providers, indicating a broad investment landscape [19][20].