通信行业点评报告：我国将探索建立通感一体的低空经济网络设施，产业链有望受益

Investment Rating - The industry investment rating is maintained as "Increase" [6] Core Viewpoints - The government is highly focused on the development of the low-altitude economy, with a projected market size of 10,644.6 billion yuan by 2026 [3] - The integration of communication and perception technology is a key step in ensuring low-altitude safety and extending communication network capabilities [3] - The implementation of 5G/5G-A based low-altitude communication and perception network technology is already underway, with significant advancements in real-time data transmission and monitoring for drones [3] Summary by Relevant Sections Industry Overview - The Ministry of Industry and Information Technology plans to explore the establishment of a low-altitude economic network, enhancing communication efficiency and reliability for low-altitude aircraft [2] - Major information communication companies are actively participating in the low-altitude economy, with ongoing pilot projects for 5G/5G-A technologies [2] Market Potential - The low-altitude economy is expected to become a new growth driver, supported by a comprehensive implementation plan from multiple government departments [3] - The integration of communication and perception technology is crucial for the development of various applications in the low-altitude economy [3] Investment Recommendations - It is recommended to focus on operators such as China Mobile, China Unicom, and China Telecom, as well as communication equipment companies like ZTE and Tongyu Communication [4]