午后,集体异动!超级“大单”,突然公布!
券商中国·2025-08-26 10:09

Core Viewpoint - The low-altitude economy is gaining traction in the market, with significant movements in related stocks and supportive government policies indicating a growing industry landscape [2][8]. Group 1: Market Performance - On August 26, low-altitude economy concept stocks showed strong performance, with several stocks hitting the daily limit up, including TeFa Information and Changyuan Donggu [3][2]. - The overall market saw mixed results, with the Shanghai Composite Index down 0.39% while the Shenzhen Component Index rose by 0.26% [1]. Group 2: Major Developments - Volant Aviation signed a purchase confirmation order worth 3 billion yuan for 10 VE25-100 aircraft, with an additional intention for 110 aircraft, marking a significant boost for the low-altitude economy sector [3][4]. - The total orders for Volant have exceeded 1,600 aircraft, indicating strong demand and growth potential in the low-altitude aviation market [3]. Group 3: Government Policies - Various regions have introduced supportive policies for the low-altitude economy, such as Yunnan's measures to establish drone testing bases and Guizhou's three-year action plan for high-quality development [5][6]. - The Shijiazhuang plan aims to grow low-altitude economy enterprises to over 100 by 2027, with projected revenues of 10 billion yuan [7]. Group 4: Industry Outlook - The low-altitude economy is projected to reach a scale of 1.5 trillion yuan by 2025, with a current market size of 505.95 billion yuan in 2023, reflecting a year-on-year growth of 33.8% [8]. - The industry is expected to follow a growth trajectory similar to that of the electric vehicle sector, with a faster overall pace of development [8][9].