软件与服务：有效降低全社会物流成本，挖掘低空、智驾落地新场景

Investment Rating - The report maintains a "Positive" investment rating for the industry [9]. Core Insights - The recent issuance of the "Action Plan for Effectively Reducing Logistics Costs" by the Central Committee of the Communist Party of China and the State Council emphasizes the importance of low-altitude economy and autonomous driving technologies in logistics to reduce costs and improve efficiency [5][6]. - By 2027, the goal is to reduce the ratio of total social logistics costs to GDP to approximately 13.5%, promoting new logistics models that integrate platform economy, low-altitude economy, and autonomous driving [5][6]. - The report highlights the successful application of low-altitude economy and autonomous driving in logistics, with significant growth expected in the sector, including a projected compound annual growth rate of 4.1% for cargo throughput over the next five years [6][7]. Summary by Sections Industry Overview - The low-altitude economy and autonomous driving technologies are rapidly being implemented in various logistics scenarios, becoming key methods for cost reduction and efficiency enhancement [6][7]. - The report suggests focusing on the entire supply chain of low-altitude economy and autonomous driving, particularly in aviation information technology and air traffic management sectors [6][7]. Market Potential - The autonomous driving market in China is estimated to reach approximately 330.1 billion yuan in 2023, with a year-on-year growth of 14.1%, expected to grow to 383.2 billion yuan in 2024 [7]. - The low-altitude economy is projected to reach 505.95 billion yuan in 2023, with a significant year-on-year increase of 33.8%, and is expected to exceed 1 trillion yuan by 2026 [7]. Technological Advancements - Successful applications of autonomous driving in logistics include the automation of cargo handling at Qingdao Port and Meituan's drone delivery services, which have completed over 360,000 orders across multiple cities [6][7]. - The report emphasizes that the widespread adoption of these technologies will enhance logistics efficiency and significantly lower costs [5][6].