Core Viewpoint - The establishment of the China Low Altitude Economy Industry Development Alliance in Sanya aims to contribute a "Chinese solution" for global low altitude economic resource integration and technological breakthroughs [1][2] Group 1: Alliance Formation and Objectives - The China Low Altitude Economy Industry Development Alliance is initiated by over 20 top international research institutions, high-end think tanks, and leading industry enterprises, with participation from more than 300 representatives from government agencies, research institutes, leading companies, and top universities [1][2] - The alliance will focus on promoting applications in drone logistics, urban air mobility (UAM), and low-altitude tourism, with plans to showcase advanced applications such as power inspection drones and medical emergency transport aircraft [2] Group 2: Strategic Plans and Goals - The alliance aims to integrate industry chain resources and break through key technologies such as eVTOL battery technology, with a goal to implement 100 landmark scenarios and incubate 50 unicorn companies within the next three years [2] - Plans include establishing a "cross-sea drone logistics network" in Hainan, mass production of flying car prototypes, and launching a "low-altitude sightseeing tour around the island" [2] - The alliance seeks to create a comprehensive ecosystem in Hainan that covers prevention, treatment, and health maintenance, aiming for the low altitude economy scale to exceed 100 billion yuan [2]

Group 1 - The core viewpoint of the articles emphasizes the development of the low-altitude economy in China, highlighting its potential as a sustainable economic growth engine through the cultivation of real demand and the formation of scale effects [1][2]. - The low-altitude economy is expected to reach a scale of 1,064.46 billion yuan by 2026, with significant resource concentration in the eastern and western regions of China [1][3]. - Local governments, including Beijing, are actively supporting the low-altitude economy through policies and funding initiatives, aiming to elevate the industry scale to 100 billion yuan by 2027 [2]. Group 2 - As of September 2024, there are over 50,000 low-altitude economy enterprises in China, including 118 listed companies and 211 "little giant" enterprises recognized for their specialization and innovation [3]. - The Four Seasons Green Town has prepared over 830,000 square meters of industrial space, with plans to attract companies in aerospace, satellite communication, and remote sensing technologies [2].

Group 1: Electric Vehicle Industry Insights - The State-owned Assets Supervision and Administration Commission (SASAC) is pushing for strategic restructuring of central enterprises in the automotive sector to enhance competitiveness and promote the development of smart connected electric vehicles [4][5] - The Ministry of Commerce plans to increase policy support for the new energy vehicle (NEV) sector, including a doubling of special national bond support funds to 300 billion yuan, and maintaining a subsidy of 20,000 yuan for scrapping old vehicles [6][7] - The Ministry of Industry and Information Technology (MIIT) aims to accelerate the industrialization of autonomous driving and has indicated conditional approval for the production of L3 autonomous vehicles [8][9] Group 2: Future Market Projections - The electric vehicle market is projected to see significant growth, with total annual sales expected to approach 30 million units by 2035, and ownership potentially reaching 200-300 million vehicles [11] - The flying car market is anticipated to grow substantially, with sales volume potentially reaching 3%-5% of the current automotive market size, and revenue could account for 20% of the automotive market [12] Group 3: Low-altitude Economy and Robotics - The low-altitude economy is gaining momentum, with initiatives in Hong Kong and Sichuan aiming to cultivate leading enterprises and establish a complete ecosystem by 2026, targeting an industry scale exceeding 50 billion yuan [14] - The 2025 Zhongguancun Forum is showcasing various robots capable of performing tasks such as vegetable picking and emergency rescue, highlighting advancements in robotics technology [2][15]

低空经济专题研究 2025 年 3 月 3 日 行业指数相对沪深 300 表现 2800 3000 3200 3400 3600 3800 4000 4200 4400 6000 7000 8000 9000 10000 11000 12000 13000 14000 15000 2024-02-19 2025-02-19 低空经济指数 沪深300 相关报告 低空经济行业周报（第八周） 低空经济行业周报（第七周） 低空经济行业周报（第六周） 证券分析师：李景星 执业证书编号： S0370522090001 公司邮箱：lijingx@jyzq.cn 联系电话：0755-23832812 低空经济周报（02.24-03.02） —民航法修订在即，促进低空经济发展相关内容写入修订 草案 评级：增持（维持） ⚫ 板块行情回顾： 本周低空经济指数跌 2.60%，相对涨幅-0.38%，日均成交 额 410.14 亿元（近一年 156.08%分位），市盈率（TTM）达 82.40 倍（近一年 75.52%分位），本周日均主力净流入额- 8.90 亿元。较上周而言，本周成交额大幅上升，估值维持 高位，主力资金净流入转向净流出 ...