未知机构：绿能慧充重载物流商业化领先产业合作订单共振当下观点低空经-20250109

Summary of Key Points Industry Overview - The low-altitude economy is currently experiencing a pullback after the airshow, with the sector being at a relatively low position among various themes, indicating a favorable cost-performance ratio for investment [1] - The establishment of the Low Altitude Administration aims to promote policy advocacy and industry coordination, with expectations for a series of policy measures leading to actual industrial logic by 2025 [1] Company Insights Green Energy Wisdom Charging (绿能慧充) - The company is positioned as a leader in the commercialization of heavy-load logistics, with a focus on industry collaboration and order resonance [1] - The company is recommended for attention due to its potential in the unmanned cargo logistics sector, which is expected to accelerate commercialization [1] Zhongchuang Aviation (中创航空) - The core team of Zhongchuang Aviation comes from Southern Airlines and National University of Defense Technology, possessing capabilities in unmanned helicopter flight control and complete machine manufacturing [2] - The flagship product, ZC500, is a dual-rotor unmanned helicopter with a payload capacity of 260 kg, a maximum flight altitude of 6,500 meters, and a maximum speed of 160 km/h, suitable for emergency rescue and power lifting scenarios [2] - The company has established partnerships with major clients including China Post, State Grid, and China Petroleum to expand its order base [2] Collaboration and Future Prospects - A significant collaboration is noted with Xianheng International, which provides MRO services to large groups and government departments, indicating a strategic partnership that could enhance operational capabilities [1][2] - The synergy between Zhongchuang Aviation's products and Green Energy Wisdom Charging is expected to accelerate order expansion and implementation [2]