证券日报网讯隆华科技（300263）9月10日在互动平台回答投资者提问时表示，兆恒科技订单饱满，公 司密切关注低空经济发展趋势，积极把握行业机遇，已与多家低空飞行器厂家进行沟通与合作，配合测 试研发，并实现产品供应。 ...

Investment Rating - The report maintains an "Overweight" rating for the low-altitude economy sector [3][36]. Core Insights - The low-altitude economy index increased by 6.14% this week, with an average daily trading volume of 34.547 billion yuan, indicating a strong market performance [3][10]. - Key discussions at the Two Sessions focused on airspace management, infrastructure development, pilot certification, urban planning, and meteorological services, highlighting the government's commitment to the sector [5][17]. - Significant financial support is being provided by local governments, including an 18 billion yuan investment in low-altitude infrastructure projects in Shaoxing [6][30]. Sector Performance - The low-altitude economy index outperformed the Shanghai and Shenzhen 300 index by 4.75% this week [3][10]. - The sector's price-to-earnings ratio (TTM) stands at 83.15, reflecting high valuation levels [3][10]. - The top five performing stocks this week include Aerospace Rainbow, Western Materials, Quanxin Co., Zhong UAV, and Superjet Co. [4][13]. Industry Dynamics - The Shanghai Communications Administration initiated a meeting to develop standards for the low-altitude smart network, aiming to enhance connectivity between information communication and civil aviation sectors [5][22]. - Proposals from industry leaders during the Two Sessions include the establishment of a low-altitude airspace management law and the creation of a national low-altitude industry development fund [18][19]. Policy Developments - Shaoxing's government is implementing a comprehensive financial strategy to support low-altitude economic development, including a 10 billion yuan industry fund [6][30]. - Various infrastructure projects are being tendered, such as the low-altitude comprehensive service platform and emergency medical delivery systems [24][30]. Key Company Updates - Wan Feng Aowei has made a bid to acquire the bankrupt German eVTOL company Volocopter [7][32]. - SF Express has ordered 100 ES1000 electric short takeoff and landing unmanned transport aircraft from Yifei Aviation [7][32]. - The low-altitude business has signed contracts worth over 70 million yuan across multiple regions, indicating robust demand [7][32].