低空行业周报（10月第5周）：香港宣布正式推出无人驾驶飞机系统（专用）牌照，产业进展逐步推进-20251102

Investment Rating - The industry rating is "Outperform the Market" [57] Core Viewpoints - The low-altitude economy index decreased by 0.002% this week, ranking 249 out of 339, while outperforming the market as the Shanghai Composite Index rose by 0.11% [16][19] - The low-altitude sector is currently in a state of waiting for catalytic rebounds, with the potential for significant growth driven by infrastructure development and the application of drones in various fields [31][32] - The establishment of a leadership group for general aviation and low-altitude economy by the Civil Aviation Administration indicates promising future policies [31][32] Summary by Sections Market Review and Weekly Outlook - The low-altitude economy index decreased by 0.002%, ranking 249 out of 339, while the Shanghai Composite Index rose by 0.11% [16][19] - The sector is currently experiencing low volatility compared to other sectors, indicating a potential for future rebounds [31] Industry Dynamics - Recent government initiatives in Guangdong and Shandong aim to support the development of the low-altitude economy, highlighting the growing importance of this sector [35][38] - The introduction of a specialized license for unmanned aerial vehicles in Hong Kong marks a significant step forward for the industry [38] Investment Recommendations - Recommended companies for infrastructure include: Suzhou Planning, Les Information [34] - Recommended drone-related companies include: Jifeng Technology, Yokogawa Precision, Tengya Precision, Zongheng Shares, Green Energy Huichong [34] - Suggested focus on leading companies in capacity such as Wanfeng Aowei, Zongshen Power, and others [34]