国泰海通|建筑:国常会促进有效投资,低空经济指南发布
国泰海通证券研究·2026-02-10 14:02

Group 1 - The core viewpoint emphasizes the importance of promoting effective investment to stabilize economic growth and enhance development momentum, with a focus on innovative policy measures and financial tools [1] - The macro fiscal policy should take proactive measures, ensuring timely allocation of funds and coordination in project construction to achieve quick results [1] Group 2 - The low-altitude economy standard system covers the entire chain, including low-altitude aircraft, infrastructure, air traffic management, safety supervision, and application scenarios, aiming to establish over 300 standards by 2030 [2] - Shanghai plans to build 500 advanced smart factories and achieve an industrial robot application density of 600 units per 10,000 people during the 14th Five-Year Plan, targeting new industries like smart terminals and commercial aerospace [2] Group 3 - The State-owned Assets Supervision and Administration Commission (SASAC) is focusing on high-quality development, reforming assessment and distribution systems, and enhancing the management of income distribution to support state-owned enterprises [3] - The "Modern Capital Urban Circle Spatial Coordination Plan (2023-2035)" has been approved, which is significant for optimizing the capital's functions and promoting regional high-quality development [3]

国泰海通|建筑:国常会促进有效投资,低空经济指南发布 - Reportify