Core Insights - Shanghai is actively promoting its low-altitude economy through a series of comprehensive policies aimed at becoming the "world eVTOL capital" by 2026 [1][3]. Policy Developments - The "Interim Measures for the Safety Management of Civil Unmanned Aerial Vehicles" will take effect on February 1, 2024, alongside a multi-departmental safety regulation system [2]. - As of January 20, 2024, the designated flying zones for micro, light, and small unmanned aerial vehicles (UAVs) have been established, covering 46% of Shanghai's administrative area, allowing operations without prior approval [2]. Industry Growth Targets - The "Measures for Accelerating the Construction of Advanced Manufacturing Clusters in the Low-altitude Economy" aims for the core industry scale to reach approximately 80 billion yuan by 2028, establishing a complete industrial chain [3]. - The plan includes attracting 10 leading companies in eVTOL, industrial-grade drones, and new energy aircraft, with a target of producing over 500 new aircraft [3]. Regional Collaboration - The initiative emphasizes regional collaboration, particularly with the Yangtze River Delta, to create a national-level testing platform for new low-altitude aircraft [5]. - The focus is on enhancing core competitiveness in research, manufacturing, and application scenarios within the low-altitude economy [5]. Beneficiary Companies - Three types of companies are expected to benefit from the new policies: innovative firms exploring low-altitude economic scenarios, traffic management design companies, and safety-focused companies such as drone countermeasure and electronic fence firms [6]. - The low-altitude economy theme index has risen by 10.94% since the beginning of the year, reflecting positive market sentiment [6]. Key Industry Players - Leshi Information, a leader in civil aviation management, is developing a critical digital infrastructure platform for low-altitude economy, covering various management and safety aspects [6][7]. - New Jingang is focusing on monitoring and countermeasure technologies for low-altitude drones, collaborating with government and industry leaders [7]. - Aerospace Rainbow has experience in various applications of drones, including surveying and disaster observation, with a broad operational range in the low-altitude sector [7].

证券日报网讯1月13日，莱斯信息在互动平台回答投资者提问时表示，公司"低空天牧平台"作为低空经 济领域的关键数字基础设施，核心能力覆盖全域感知、空域管理、飞行管理、飞行服务、安全监管等维 度。实现对无人机、通航飞机等各类低空飞行器的全天候、高精度监视，覆盖从超低空到中空的全域空 域。平台可支持40万级以上航空器的实时监视数据接入、解析与处理，同时满足空域申请、飞行计划审 批等高频业务的并发请求，保障海量数据（603138）处理的低延迟与高可靠性。基于预设规则与智能算 法，实现对飞行活动的精细化管理支持多部门的协同管控，保障低空飞行安全有序。 ...