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昔日報告:
  28-10-2024 (星期一) 低空經濟專管司局擬成立,eVOLT產業化加速
  12-08-2024 (星期一) 全球半導體市場分析:2024年第二季銷售概覽
  29-07-2024 (星期一) 政策+資本風頻起,智能駕駛汽車將迎來快速發展期以舊換新政策升級,加碼支持汽車更新需求
  02-07-2024 (星期二) 政策+資本風頻起,智能駕駛汽車將迎來快速發展期
  27-05-2024 (星期一) 2024年第一季:智能手機市場的高階化趨勢
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低空經濟專管司局擬成立,eVOLT產業化加速

事件:近日據新聞媒體報道,國家相關部委擬成立低空經濟專管司局,低空經濟專管司局的設立已經獲得批復,目前正在籌備當中。

點評:23年底中央經濟工作會議正式將“低空經濟”列為戰略性新興產業,24年初“低空經濟”被寫進政府工作報告,多地隨之出臺低空經濟專項政策,據不完全統計,我國已有29個省(區、市)將低空經濟納入了2024年政府工作規劃,佈局力度空前;截至目前,北京、安徽、廣州、成都、南京、寧波、蘇州等地都已設立低空經濟基金。

低空經濟以空域為依託。2010年以前,我國低空空域的管理採取了與中高空空域一樣的管理模式,處於嚴格的管制狀態。低空經濟涉及發改、交通運輸、公安、工信、財政等十餘個政府部門,管理起來低效及複雜。此次國家層面成立產業類專管單位,從頂層政策設計上推進產業發展實屬罕見,預計將逐步依次解決以往 “九龍治水”的多頭管理,協同各個環節共同推進、互相融合促進低空經濟領域創新發展。

低空經濟正加速起飛,也持續點燃資本市場對相關公司的熱情。個股方面,我們建議,值得留意的相關公司包括萬豐奧威(002085.CH),中信海直(000099.CH),航天電子(600879.CH),億航智能(EH.O),縱橫股份(688070.CH)。

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