Core Viewpoint - The construction of low-altitude infrastructure is being actively promoted at both national and local levels, with policies aimed at enhancing the development potential of the low-altitude economy [1][2]. Group 1: National and Local Policies - The National Development and Reform Commission, along with other departments, released an action plan on October 31 to support the early layout of low-altitude data infrastructure in suitable regions [1]. - Various provinces, including Shandong, Guangdong, Guizhou, and Yunnan, have introduced new policies focused on low-altitude infrastructure to further unlock the potential of the low-altitude economy [1]. Group 2: Infrastructure Types and Development Models - Low-altitude infrastructure is categorized into physical infrastructure (hard infrastructure) and information infrastructure (soft infrastructure), with hard infrastructure including general airports and landing facilities, while soft infrastructure encompasses management platforms and communication systems [2]. - Different regions are adopting various approaches to advance low-altitude infrastructure, focusing either on soft infrastructure, hard infrastructure, or a combination of both [2]. Group 3: Financing and Investment Strategies - The construction of low-altitude infrastructure is recognized as a systematic project essential for the high-quality development of the low-altitude economy, necessitating the expansion of funding channels [3]. - A collaborative financing system involving government guidance, market leadership, and diverse participation is crucial, utilizing tools such as government bonds, special bonds, and REITs to attract social capital [3]. Group 4: Role of Social Capital - Social capital is seen as a catalyst for the high-quality development of emerging industries, with significant potential in low-altitude infrastructure due to its flexibility, decision-making efficiency, and market-oriented operational capabilities [4]. - Specific areas such as energy supply networks, landing sites, and low-altitude communication networks are particularly suitable for deep participation by social capital, which can also engage in value-added services like advertising and data services [4].

Core Viewpoint - The low-altitude economy is rapidly emerging as a new market "blue ocean" driven by innovation, with significant development opportunities in various industries [1][2]. Group 1: Industry Development - The low-altitude economy encompasses a wide range of application scenarios, including logistics, smart agriculture, and intercity travel [2]. - GAC's flying car GOVE successfully completed a flight demonstration in a complex urban low-altitude environment, showcasing the rapid progress in this sector [2]. - Approximately 60% of the core components of flying cars share similarities with those of new energy vehicles, allowing for cost-sharing and leveraging advancements in the automotive industry [2]. Group 2: Investment Opportunities - The low-altitude economy in China reached a scale of 505.95 billion yuan in 2023, with a growth rate of 33.8%, and is expected to exceed one trillion yuan by 2026 [6]. - Investment focus areas include the manufacturing of flying vehicles, ground infrastructure for flight safety, and various application scenarios for flying vehicles post-launch [7][8]. - The manufacturing sector is anticipated to see early performance releases due to the critical role of flying vehicle production in enabling flight activities [7]. Group 3: Role of State-Owned Enterprises - State-owned enterprises (SOEs) have distinct competitive advantages in developing the low-altitude economy, including strong policy support, abundant resources, and high credibility [4][5]. - SOEs are expected to benefit from government policies such as tax incentives and project funding, enhancing their ability to drive rapid development in the low-altitude economy [5]. - The brand influence and public trust associated with SOEs may lead consumers to prefer their products, especially in safety-critical areas [5].

Core Viewpoint - Shenzhen aims to establish itself as the "global low-altitude economy capital" through a comprehensive low-altitude infrastructure development plan from 2024 to 2026, focusing on advanced technology and integration across various sectors [1][2]. Group 1: Infrastructure Development - The plan includes the construction of a low-altitude economic headquarters with a layout of "1+5+4," comprising one major scientific facility, five operational test zones, and four testing fields, targeting a production value exceeding 130 billion yuan by 2026 [1]. - A total of over 1,200 low-altitude takeoff and landing points will be established, along with more than 1,000 commercial low-altitude flight routes, enhancing urban connectivity and service coverage [2][3]. Group 2: Industry and Technology - The initiative aims to create ten low-altitude economic industrial parks and two specialized parks, ensuring self-sufficiency in core technologies and key components for low-altitude aircraft [1]. - By 2025, the plan seeks to develop advanced wind tunnel facilities and a low-altitude flight training platform, contributing to the certification and training of eVTOL products [4]. Group 3: Service and Application - The establishment of a comprehensive public service network will include 283 takeoff and landing sites for eVTOL and helicopters, catering to various needs such as tourism, medical emergencies, and public services [3]. - The plan emphasizes the creation of a one-stop solution center, including the world's first low-altitude intelligent integration system, ensuring full coverage of communication, navigation, and monitoring services [2].

Core Points - The article discusses the recent issuance of the "Notice on Further Optimizing Approval Service Mechanisms to Benefit Enterprises and Citizens and Promote Economic and Social Development (Seventh Batch)" by the Guangzhou Municipal Planning and Natural Resources Bureau, which includes 27 new measures aimed at enhancing government functions and promoting high-quality development [1][2]. Group 1: New Measures - The new measures encourage the use of self-owned land for the construction of non-profit low-altitude take-off and landing infrastructure, eliminating the need for separate planning condition applications and not counting towards the original land plot's planning conditions [1]. - The measures simplify the natural resource approval procedures for constructing take-off facilities on self-owned land, thereby activating existing land resources and facilitating the establishment of these facilities [1]. Group 2: Registration and Financing - Prior to the new measures, land supply documents required that construction projects be registered as a whole, limiting the issuance of property certificates to one per project, which delayed the registration of completed buildings until the entire project was finished [2]. - After the new measures, with district government approval, enterprises can now register completed buildings in phases based on verified planning conditions, allowing for more flexible property registration and financing options, thereby improving capital utilization for enterprises [2].