低空经济双周报01：全国低空一张网启动，关注后续两会政策催化

Group 1 - The report highlights the initiation of the "National Low-altitude Traffic Network" project, which is expected to catalyze policies during the upcoming Two Sessions, with 2025 anticipated to be a pivotal year for the low-altitude economy [4][9][16] - The establishment of the low-altitude management rules and standards is expected to facilitate the orderly construction of infrastructure, ensuring the regular operation of drones and eVTOL aircraft [4][9][16] - The low-altitude economy has been included in the government work reports of 30 provinces as a key focus for 2025, indicating strong governmental support and potential for growth [4][9][16] Group 2 - The low-altitude economy index has increased by 5.63% over the past two weeks, outperforming the broader market indices, indicating positive market sentiment [10][11] - Notable stock performances include Changyuan Donggu (+37.57%), Shangong Shenbei (+28.02%), and Xinzhi Group (+25.10%), reflecting strong investor interest in the sector [10][11][13] - The report suggests a focus on companies across different segments: manufacturing (e.g., Zongshen Power, Wan Feng Aowei), infrastructure (e.g., Lais Information, Sichuan Jiuzhou), and operations (e.g., CITIC Haze, Xiyu Tourism) [5][21] Group 3 - Recent industry developments include the signing of 47 major low-altitude economic projects in Chengdu, with a total investment of 51.936 billion yuan, indicating robust investment activity in the sector [16][18] - The Suzhou General Airport is set to begin construction in 2025, with a projected completion by the end of 2026, further enhancing the infrastructure for low-altitude operations [16][17] - The launch of the "Purple East Long Sky" low-altitude model in Changchun aims to enhance urban low-altitude economic capabilities through advanced data processing and decision-making technologies [18][19]