Securities Times Newsrouletterealmoney, it is reportedrouletterealmoneyThe country is advancing the construction of low-altitude economic industries in an orderly manner. According to documents issued by the Ministry of Industry and Information Technology and other ministries and commissions, it is estimated that the scale of China's low-altitude economic market will reach one trillion yuan in 2030.
Low-altitude economic policies continue to make efforts, and a trend is taking shape to develop low-altitude economic industrial clusters in urban clusters such as the Yangtze River Delta, Pearl River Delta, Beijing-Tianjin-Hebei, Sichuan and Chongqing. On the policy side, economically developed regions such as Guangdong, Zhejiang, and Jiangsu, as well as the first batch of low-altitude airspace reform demonstration provinces such as Sichuan and Anhui, have introduced policies at all levels to accelerate the progress of local low-altitude economic construction through financial subsidies and the introduction of talents and enterprises. In terms of bidding, the number of bidding has increased significantly in the context of the introduction of policies in many places, and there have been a number of bids of more than 10 million levels. From the perspective of the project area, it is basically the same as the policy-intensive release area. From the perspective of categories, it is mainly based on scheme design, system integration, low-altitude air traffic control and other industrial chains.
CITIC Construction Investment Securities stated that considering the development order of the industrial chain, we should first focus on the upstream and middle reaches of the industrial chain in the short term, and recommend focusing on related targets such as air traffic control systems, integrated integrated smart transportation integrators, airport information manufacturers, and geographical information manufacturers.
Proofread: Liao Shengchao