Starting in 2024, the term "low-altitude economy" is very hot. In December 2023, the ** Economic Work Conference officially positioned the low-altitude economy as a strategic emerging industryand encourage the promotion of low-altitude economic development.
Subsequently, a series of regulations have been promulgated, Beijing, Guangdong, Anhui, Jiangsu, Shandong, Chongqing, Sichuan and other places have written the low-altitude economy into the first work report, and introduced low-altitude economic support measures.
So far, the low-altitude economic industry has become a new outlet. The industry predicts that by 2025, the low-altitude economic industry is expected to become an emerging industry with a scale of 3 5 trillion yuan.
If you want to figure out the trillion-level new outlet of the low-altitude economy, we must first understand what "low-altitude" is.
"Low-altitude", also known as low-altitude airspace, usually refers to the airspace within 1,000 meters from the vertical distance of the ground plane directly below, and can be extended to 3,000 meters according to the characteristics of different regions and actual needs.
"Low-altitude economy" refers to an economic form that relies on low-altitude airspace, takes the low-altitude flight activities of various manned and unmanned aircraft as the traction, and radiates and drives the integrated development of related fields.
For example, the recent formation flight of 12 EHang EH216 aircraft in Luogang Park in Hefei can be extended to low-altitude short-distance travel and urban sightseeing tourism in the future. Under the tuyere of low-altitude economy, we will see that various aircraft are gradually used in tourism, logistics and distribution, emergency rescue and other scenarios, and are highly integrated with a series of social activities. The integration of low-altitude flight activities and industry is the actual connotation of low-altitude economy.
10th Sichuan Jiuzhou
Profitability:Return on equity 520%, gross margin 2119% and net profit margin of 479%
Main Products:Smart terminal products are the most important revenue**, accounting for 60% of revenue32%, gross margin of 1639%
Company Highlights:The development of low-altitude economy requires air traffic control firstJiuzhou, SichuanAir traffic control products have been piloted and applied at low altitudes in Sichuan Province.
9th Xiangshan shares
Profitability:Return on equity 744%, gross margin 2610%, net profit margin 486%
Main Products:Automotive intelligent cockpit components are the most important revenue**, accounting for 7266%, gross margin 2372%
Company highlights: Xiangshan sharesIt is the leading flying car company in China, and has close cooperation in the field of charging and distribution systems.
8th Guandian Defense
Profitability:Return on equity 884%, gross margin 5196% and net profit margin of 3038%
Main Products:The sales of unmanned aerial systems and intelligent defense equipment are the most important revenues**, accounting for 51 percent of revenue38%, gross margin 3872%
Company Highlights: Guandian DefenseA low-altitude image database with a capacity of more than 4 million square kilometers has been established, and the annual increment is not less than 300,000 square kilometers.
7th Wanfeng Aowei
Profitability:Return on equity 1042%, gross margin 1825%, net profit margin 591%
Main Products:Automotive metal lightweight parts are the most important revenue**, accounting for 8295%, gross margin 2040%
Company Highlights: Wanfeng AoweiThe evtol project has been linked with overseas diamond technology development teams, and has a clear development roadmap for technical reserves in terms of green, intelligent, vertical take-off and landing.
Day 6 is a good day
Profitability:Return on equity 577%, gross margin 6234% and net profit margin of 2420%
Main Products:Photovoltaic thermal field system components are the most important revenue**, accounting for 5929%, gross margin 5187%
Company highlights: Tianyi is goodThe research projects include the design and development of high-performance carbon-ceramic brake discs for flying cars, which have been completed and passed the bench test assessment.
The 5th Lianchuang Optoelectronics
Profitability:Return on equity 836%, gross margin 1405%, net profit margin 860%
Main Products:Intelligent control is the most important income**, accounting for 5899%, gross margin 1675%
Company Highlights: Lianchuang OptoelectronicsThe new laser equipment produced has a wide range of application scenarios due to its high efficiency and low cost.
The 4th Wolong electric drive
Profitability:Return on equity 1122%, gross margin 2356% and net profit margin 683%
Main Products:Industrial motors and drives are the most important revenues**, accounting for 5845%, gross margin 2841%
Company highlights: Wolong electric driveThe layout of electric aviation is to carry out cutting-edge research and development with customers, and the joint development project with a central enterprise is manned electric aviation.
3rd Mori Kirin
Profitability:Return on equity 1566%, gross margin 2588% and a net profit margin of 1604%
Main Products:Tires are the most important income**, accounting for 99% of revenue86%, gross margin 2512%
Company Highlights: Mori KirinSuccessfully passed the review of the only flying car tire project in China - Xpeng flying car tire project.
The 2nd Oji New Material
Profitability:Return on equity 968%, gross margin 1977%, net profit margin 536%
Main Products:Plastic packaging products are the most important revenue**, accounting for 6750%, gross margin 1955%
Company Highlights: Prince New MaterialsNingbo Xinrong, a subsidiary, is engaged in the film capacitor business, and has established long-term and stable cooperative relations with well-known brand customers at home and abroad, such as Xiaopeng Huitian.
1st Star Network Mioda
Profitability:Return on equity 1497%, gross margin 4641% and net profit margin of 2149%
Main Products:Unmanned systems are the most important revenue**, accounting for 55% of revenue52%, gross margin 4243%
Company highlights: Star Network YudaIMU products can be used in flying cars and low-altitude aircraft.
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The above is only a personal opinion, not investment advice, ** risky, investment needs to be cautious.
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