Group 1 - The core viewpoint of the report indicates that Guangzhou's digital economy continues to rank among the top in the country, with the core industry value added expected to exceed 400 billion yuan in 2024, reaching 447.03 billion yuan, a year-on-year increase of 9.8% [1][3] - By 2024, the value added of Guangzhou's digital economy core industries will account for 14.41% of the city's GDP, with a contribution rate of 61.3% to the overall economic growth, highlighting its role in optimizing industrial structure and fostering new economic drivers [1][3] - The report predicts that by 2025, the core industry value added of Guangzhou's digital economy will surpass 500 billion yuan, with a year-on-year growth of approximately 10%, and the GDP proportion will exceed 15% [3] Group 2 - The report notes the rapid development of Guangzhou's low-altitude economy, with over 4,000 enterprises engaged in this sector by the end of 2024, ranking second nationally, and around 65 core enterprises [3] - The humanoid robot industry in Guangzhou is currently in a "catch-up" phase, with a solid industrial chain and advantages in electronic information and software services [3] - Recommendations include focusing on the "R&D + manufacturing + application" of humanoid robot terminal products, establishing a national-level technology innovation center, and developing a stable industrial chain ecosystem within 3 to 5 years [3][4]

Group 1 - The core viewpoint of the article highlights the role of Shanghai Low Altitude Economic Development Co., Ltd. in building the low-altitude infrastructure system and leading the industrial ecosystem development in Shanghai [1] - The company aims to construct a "four-network" system for low-altitude operations, focusing on commercial scenario closure and industrial testing layout as key drivers [1] - The development will be supported by an open and collaborative industrial ecosystem, ensuring the effective execution of various tasks [1]

Core Insights - The low-altitude economy is emerging as a comprehensive economic form that includes various applications such as medical rescue, urban security, agriculture, tourism, and logistics, utilizing manned and unmanned aerial vehicles below 1,000 meters [1][2] Group 1: Low-Altitude Economy Applications - The low-altitude economy includes innovative applications like flying backpacks for firefighters, delivery routes for fresh produce, and agricultural drones that significantly reduce operational time compared to traditional methods [1] - The integration of low-altitude transportation networks is expected to lower overall transportation costs and enhance the efficiency of economic activities [1] Group 2: Development Strategies - High-quality development of the low-altitude economy requires collaboration across various sectors, including urban planning and infrastructure development to support low-altitude transport facilities [2] - There is a need for optimizing the industrial chain and fostering cooperation among low-altitude economy enterprises and sectors like logistics, agriculture, tourism, and public services [2] - Emphasis on talent cultivation through industry-education integration is crucial for developing professionals with the necessary technical and management skills [2]

Group 1 - The first International Low Altitude Economy Expo will be held from July 23 to 26 at the Shanghai National Exhibition and Convention Center, covering an area of 60,000 square meters with nearly 300 exhibitors and over 30 forums, expecting to attract more than 50,000 visitors [2] - The expo will showcase 19 global debuts and 25 national debuts, focusing on the development needs of low-altitude enterprises and application scenarios, highlighting low-altitude infrastructure, manufacturing, and supporting services [2] - The event aims to create a sustainable development ecosystem for low-altitude economy by gathering financial, talent, technology, standards, and policy elements necessary for its growth [2] Group 2 - The National Sports Administration and the China Aeronautical Sports Association will host the "2025 National Aeronautical and Aerospace Model (Indoor Project) Championship and Selection for the Chinese Drone Football National Team," showcasing high-level indoor drone competitions [3] - The core demand for the development of the low-altitude economy is identified as "industry, ecology, and scenarios," with the industry as the foundation, ecology supporting the environment, and scenarios driving demand [3] - Various formats such as exhibitions, forums, competitions, demonstrations, and business matchmaking will be utilized to analyze industry trends, improve ecological element configuration, and accelerate the implementation of scenarios [3] Group 3 - According to Guoxin Securities, the potential demand for eVTOLs in domestic tourism and commuting scenarios is estimated to be 24,000 and 85,000 units respectively, with a total market size exceeding 250 billion yuan [4] - Shanghai's "Action Plan for High-Quality Development of the Low Altitude Economy Industry (2024-2027)" aims to establish a complete industrial system for low-altitude new aircraft by 2027, targeting a core industry scale of over 50 billion yuan [4] - The plan positions Shanghai as a leader in global low-altitude economic innovation and development [4]

Core Insights - The "Two Zones" construction in Beijing has achieved significant milestones over the past five years, with various districts showcasing their unique contributions and innovations in developing key industrial parks [3] Group 1: Innovation Policies and Economic Growth - Xicheng District has prioritized innovative policies to optimize the business environment, resulting in an average annual growth of 6.9% in the financial sector's added value, projected to reach 279.7 billion yuan by 2024, accounting for 34.3% of the city's total [4] - The district's financial institutions' asset scale is expected to grow by 6% annually, reaching 156.05 trillion yuan by 2024, representing 70.3% of the city's total [4] - Tax revenue from the financial sector in Xicheng is projected to reach 402.38 billion yuan by 2024, making up 67.7% of the city's total [4] Group 2: Talent Attraction and Industry Development - Fangshan District focuses on green energy as a key industry, with talent recruitment and training being crucial for its development [6] - The district has been approved as a new energy storage demonstration zone, with plans for 11 pilot projects and the establishment of a national technology transfer center for green energy [6][7] - Collaboration with various universities and research institutions aims to enhance the talent pool in the green energy sector [7] Group 3: Technological Innovation and Economic Diversification - Yanqing District is leveraging technological innovation and green development, focusing on low-altitude industries and establishing a unique development zone [8] - The district has introduced significant research initiatives, including the Beijing Hydrogen Aviation Innovation Research Institute, to advance hydrogen energy technologies [8] - A streamlined business environment is being created to facilitate the rapid development of the low-altitude economy [8] Group 4: Urban Transformation and New Consumption Models - Shijingshan District has transformed the Shougang Park from an industrial site into a vibrant urban space, attracting 48 foreign enterprises and achieving an annual output value exceeding 73 billion yuan [9] - The district has hosted numerous international events, enhancing its profile as a cultural and commercial hub [9] - Lize Financial Business District is developing innovative consumption scenarios, integrating high-end hotels and unique dining experiences to create a vibrant commercial atmosphere [10]

Group 1 - The first International Low Altitude Economy Cooperation Forum (ILCF) and the establishment of the International Low Altitude Economy Cooperation Alliance (ILCA) took place in Shenzhen, gathering over 200 representatives from various sectors to witness the creation of a global cooperation platform in the low altitude economy [1][3] - The global low altitude economy is undergoing deep transformations characterized by digitization, intelligence, and greening, with China establishing a comprehensive industrial chain covering aircraft research and development, process management, and application scenarios [3] - The company, as a focal enterprise at the conference, is leveraging its innovative practices in digital education to provide sustainable intellectual support and digital momentum for the high-quality development of the global low altitude economy [3][4] Group 2 - The essence of competition in the low altitude economy is talent competition, and the company aims to support member enterprises of the ILCA alliance with comprehensive assistance from talent reserve to technology implementation [4] - The company is committed to deepening cooperation with ILCA members to contribute to the high-quality development of the low altitude economy and to foster global industrial collaborative innovation [4]

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 ...