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国防军工:“全国低空交通一张网”正式启动,统一标准实现高水平布局
兴业证券·2025-02-20 00:53

Investment Rating - Industry rating is "Recommended (Maintain)" [1] Core Insights - The report highlights the imminent breakthrough in the structural reversal of the military industry, indicating potential growth opportunities [2] - The launch of the "National Low-altitude Traffic Network" aims to unify standards and facilitate high-level layout for low-altitude traffic management, which is expected to support the industry development [3] - The establishment of the China Low-altitude Economy Alliance is a significant step towards promoting collaboration and standardization within the industry [3] Summary by Sections Investment Highlights - The report emphasizes the importance of a unified low-altitude traffic network to avoid redundant construction and ensure quality standards across different regions [3] - The China Low-altitude Economy Alliance's mission includes hosting global forums, providing research reports, and maintaining industry interests [3] Industry Developments - The report notes that the low-altitude traffic management system is a complex project requiring new management rules and standards due to the unique challenges posed by low-altitude weather conditions [3] - The alliance consists of various founding members from different sectors, indicating a broad base of support for the initiative [3]