军工：深圳发布低空经济基建进展和计划事件快评-深圳低空基建计划出台，低空应用场景持续拓展

Investment Rating - The report assigns an "Accumulate" rating for the industry, consistent with the previous rating [5]. Core Insights - Shenzhen has announced significant progress in low-altitude economic infrastructure, aiming to establish over 1,200 takeoff and landing points by 2026, covering four major areas: manned flight, logistics transportation, community delivery, and urban governance services. This development is expected to facilitate comprehensive high-quality growth in the low-altitude economy [5][6]. - Currently, Shenzhen has built 249 various low-altitude takeoff and landing facilities, leading the nation in scale. The planned increase includes 174 helicopter/eVTOL sites, 161 drone logistics points, 391 drone delivery points, and 592 urban governance points by 2026 [6]. - The city has established 80,000 5G base stations, achieving continuous coverage of the 5G network below 120 meters, and has built a high-precision positioning network using Beidou satellite technology, supporting over 100,000 drones with quality communication, perception, and positioning services [6]. - Shenzhen is accelerating the construction of a smart integrated low-altitude system (SILAS), expected to be released in late November, which will enhance the management of low-altitude flight activities by integrating city core data [6]. - The successful test flight of a cross-border helicopter route from Shenzhen to Hong Kong has reduced travel time from over 2 hours to just 15 minutes, indicating the expanding application scenarios for the low-altitude economy [6]. Summary by Sections Infrastructure Development - Shenzhen has initiated the construction of low-altitude economic infrastructure, with a target of 1,200 takeoff and landing points by 2026, significantly expanding its current facilities [5][6]. Technological Advancements - The city has implemented extensive 5G coverage and established a high-precision positioning network, which are crucial for supporting low-altitude operations and enhancing service quality for drone operations [6]. Application Expansion - The successful trial of a cross-border helicopter route exemplifies the practical applications of low-altitude economic initiatives, showcasing the potential for rapid transportation solutions [6]. Recommended Stocks - The report recommends stocks such as Zhongke Xingtu and Aerospace Nanhu, while suggesting that companies like Lais Information and Sichuang Electronics may also benefit from these developments [6].