财联社早知道助力低空经济!此地宣布将举行首届低空飞行消费周,还将开通首条空中交通航线等,这家公司承办此次活动,子公司主要为通航飞机和无人航空飞行器提供动力系统解决方案
2024-04-26 01:15

Summary of Key Points from Conference Call Records Industry Overview - Low-altitude Economy: The low-altitude economy is highlighted as a comprehensive economic form driven by eVTOL (electric Vertical Take-Off and Landing) aircraft, with drones and general aviation as core industries. The government is actively promoting the development of this sector, leading to rapid growth in low-altitude aircraft manufacturing, infrastructure, and support services [2][3][4]. Core Insights and Arguments - Event Announcement: Chongqing will host the first Low-altitude Flight Consumption Week from April 30 to May 5, 2024, featuring a total of 10 million yuan in consumption vouchers for low-altitude flight experiences. Various activities will include paragliding, skydiving, and low-altitude education services [2][3]. - Urban Air Traffic: The opening of the first urban air traffic route will significantly reduce travel time between Chongqing International Biological City and Chongqing Longxing General Airport from one hour to ten minutes [2][3]. - Investment Opportunities: Analysts suggest focusing on investment opportunities within the low-altitude economy supply chain, particularly in low-altitude intelligent manufacturing projects and flight organizations [2][3]. Company-Specific Insights - Zongshen Power: The company is responsible for organizing the low-altitude event and its subsidiary, Chongqing Zongshen Aviation Engine Manufacturing Co., Ltd., specializes in small and medium-sized aircraft engines, providing power solutions for general aviation and drones [2][3]. - CITIC Offshore Helicopter: The company is focusing on operational services related to low-altitude economy projects in Zhoushan and Shenzhen, developing systems for eVTOL operational scenarios [2][3]. - BOE Technology Group: The company maintains its position as the global leader in LCD product shipments and area, with a significant market share in flexible OLED mobile panels [3][4]. Additional Important Content - Panel Industry Trends: The panel industry is entering a traditional sales peak season, with demand increasing due to rising panel prices and promotional activities. Analysts predict that mainstream panel prices will continue to rise in April [3][4]. - Market Performance: The low-altitude economy sector is gaining traction, with several companies achieving significant stock price increases, indicating strong market interest and potential for growth [4][5]. - Profit Growth: Companies like Hu Guang Co. and Yutong Bus reported substantial profit increases, with net profits growing by 504.60% and 445% year-on-year, respectively, reflecting the positive economic environment [9][10]. Conclusion The low-altitude economy is poised for rapid growth, driven by government initiatives and increasing consumer interest. Companies involved in this sector, such as Zongshen Power and CITIC Offshore Helicopter, are well-positioned to capitalize on emerging opportunities. Additionally, the panel industry is also experiencing favorable conditions, suggesting a broader trend of recovery and growth across related sectors.

财联社早知道助力低空经济!此地宣布将举行首届低空飞行消费周,还将开通首条空中交通航线等,这家公司承办此次活动,子公司主要为通航飞机和无人航空飞行器提供动力系统解决方案 - Reportify