计算机行业深度报告：低空经济基础设施之【规划设计】：规划设计先行，助力低空经济腾飞

Industry Investment Rating - Overweight (Maintained) [1] Core Views - The rise of the low-altitude economy is inseparable from the support of low-altitude flight infrastructure, which includes both physical infrastructure like general airports and landing points, as well as information infrastructure such as communication, navigation, surveillance, and weather monitoring systems [1] - Planning and design are the first steps in low-altitude infrastructure construction, requiring capabilities in macro policy analysis, technical system construction, and rapid implementation of core services like policy consulting and digital airspace platform development [1] - The construction of low-altitude infrastructure demands higher standards for planning and design, as it must integrate closely with local industries and consumer needs to ensure efficient implementation [1] - Planning and design companies with comprehensive solutions are well-positioned to benefit from the low-altitude economy, leveraging traditional transportation planning experience and emerging technologies like digital twins, big data, and AI [2] - With the continuous advancement of "policy + industry" in the low-altitude economy, planning and design companies are actively exploring new business models and accelerating the implementation of related scenarios [2] Key Sections Summary Low-Altitude Economy and Infrastructure - The low-altitude economy is gaining momentum, with cities like Shenzhen, Anhui, Wuxi, Suzhou, Shenyang, and Changsha releasing development plans that emphasize infrastructure construction [1] - Infrastructure includes physical facilities like general airports and landing points, as well as information systems for communication, navigation, and digital management [1] - Shenzhen is leading in infrastructure development, building a smart integrated system (SILAS) to support low-altitude operations and management [10] Planning and Design as a Priority - Planning and design are critical first steps in low-altitude infrastructure construction, requiring tailored solutions based on local resources and industry needs [1][13] - Companies must understand aviation industry standards and local government requirements to ensure safety, applicability, and economic efficiency [13] Regional Development and Infrastructure Goals - Major low-altitude economic zones include the Guangdong-Hong Kong-Macao Greater Bay Area, the Yangtze River Delta, and the Sichuan-Chongqing region, each with unique strengths and development plans [7] - Specific infrastructure goals include building general airports, temporary landing sites, and digital platforms, with cities like Anhui, Suzhou, Wuxi, Shenyang, and Changsha setting clear targets for 2024-2027 [11] Planning and Design Companies - Companies like Shenzhen Urban Transport Planning Center (SUTPC), Huashi Group, and Suzhou Jiao Tong University Planning and Design Institute are actively involved in low-altitude economy projects, offering comprehensive solutions from planning to operation [15][16] - These companies are leveraging their expertise in traditional transportation planning and emerging technologies to secure contracts and drive innovation in the low-altitude economy [15][16] Market Potential and Business Models - The design fee market for low-altitude infrastructure is estimated to reach nearly 40 billion RMB in the next 2-3 years, with additional opportunities in integrated project delivery, software system development, and low-altitude operations [19] - Companies like SUTPC have already secured significant contracts, such as the 517.9 million RMB project for Shenzhen's low-altitude smart integrated infrastructure [17] Key Players - Major planning and design companies in the low-altitude economy include SUTPC, Huashi Group, Suzhou Jiao Tong University Planning and Design Institute, and others, with significant market potential as more cities join the low-altitude economy development [2][20]