国君计算机|低空经济、车路云新基建将在物流等领域快速落地

Industry Investment Rating - The report suggests a positive outlook for the low-altitude economy and vehicle-road-cloud infrastructure, indicating significant growth potential in these sectors [1] Core Views - The low-altitude economy and autonomous driving are identified as crucial new technologies for reducing logistics costs, with a target to lower the ratio of total social logistics costs to GDP to around 13.5% by 2027 [1] - The integration of platform economy, low-altitude economy, and autonomous driving with logistics is encouraged, along with the promotion of unmanned technologies such as drones, autonomous vehicles, and smart warehousing [1] - The low-altitude economy is projected to be a trillion-level emerging industry, with significant investments in vehicle-road-cloud infrastructure expected in major cities [3] Industry Trends and Market Potential - Drones are expected to become ubiquitous in various sectors including logistics, agriculture, emergency response, and urban management [2] - Autonomous flying vehicles are anticipated to become widespread as AI and related technologies mature, with eVTOLs expected to be commercially available in large quantities within 2-3 years [2] - The price of eVTOLs is projected to decrease from millions to around 2-3 million RMB by 2030, with potential for 100,000 units to enter households or serve as air taxis [2] - The market space for low-altitude economy and vehicle-road-cloud infrastructure is vast, with significant opportunities for companies specializing in related hardware and software [3] Beneficiaries - Companies with unique technological barriers or market advantages in the transportation information sector are expected to benefit first from the growth in low-altitude economy and vehicle-road-cloud infrastructure [3] - The industry's large market space suggests that companies across various supply chain segments will also benefit [3]