低空行业周报（9月第2周）：周五板块有所异动，静待后续催化-20250914

Investment Rating - The industry rating is "Outperform the Market" [6] Core Viewpoints - The low-altitude economy index increased by 2.67% this week, ranking 126 out of 338, outperforming the overall market [3][13] - The report indicates that the low-altitude sector is poised for a rebound due to favorable conditions, continuous catalysts since the second half of the year, and new directions in the US-China competition [4][28] - The focus for the low-altitude industry this year is on infrastructure development and the initial deployment of drones in cargo scenarios, with a strong emphasis on military and civilian applications [29][30] Summary by Sections Market Review - The low-altitude economy index rose by 2.67%, outperforming the Shanghai Composite Index, which increased by 1.52% [3][13] - Top gainers in the A-share and Hong Kong markets included companies like Wolong Electric Drive (up 19.87%) and Changyuan Donggu (up 18.41%) [16][23] Industry Dynamics - The establishment of a leadership group by the Civil Aviation Administration of China for general aviation and low-altitude economy is expected to bring favorable policies [4][28] - Recent developments include the successful first flight of China's first dual-seat electric helicopter and the launch of an online platform for low-altitude flight services [32][35] Investment Recommendations - Recommended stocks for infrastructure include: Suzhou Planning and Lais Information [5][31] - Recommended stocks for drones include: Jifeng Technology, Yokogawa Precision, and Tengya Precision [5][31] - Suggested leading companies in capacity include: Wanfeng Aowei, Zongshen Power, and Sichuan Jiuzhou [5][31]