On March 6, although the three major indexes suffered a slight adjustment, the Shanghai Composite Index fell slightly by 026%, but the performance of plate themes and small and medium-sized market capitalization varieties is remarkable, with more than 3,400 *** having a good money-making effect.
On the plate,Low-altitude economy and flying cars are among the top gainers, respectively35%。Jindun shares for two consecutive days 20cm limit, Lihang Technology, Sichuan Jiuzhou, Wang Zixin material strong sealing. So, what is a low-altitude economy? Why**? What are the investment opportunities in this new sector? Let's listen to Xiao Miao's decomposition below.
Low-altitude economy, new quality productivity and new track
*From the Internet) The new outlet is coming!
The low-altitude economic sector has been among the top gainers in the last two trading daysIn the plate, Jindun shares are even pulling two price limits. In the longer term, the low-altitude economic index increased from 775 on February 635 points rose to 1039 on March 629 o'clock,The monthly increase was as high as 34%. The 25 constituent stocks in the sector have an average of 31 in a single month4%。The leading stock Wanfeng Aowei rose by more than 65%, and Xingyuan Zhuo Magnesium rose by more than 52%. 
Low-altitude economic sector** in the past month increase (20240206-20240306), data**: wind
Why did the low-altitude economy emerge? It is due to the news of the "two sessions" that are being held recently. On March 5, the first work report submitted for consideration proposed to actively cultivate emerging industries and future industries; Actively build new growth engines such as biomanufacturing, commercial aerospace, and low-altitude economy. The deputies and members also actively offered suggestions and suggestions. The deputies and members believe that under the promotion of policy support and industrial technological innovationThe low-altitude economy will be a trillion-level industrial sectorIt is expected to usher in explosive growth. In order to realize the "take-off" of the low-altitude economy, some representatives and members suggested that we should adhere to market-led and first-class guidance, optimize the management of low-altitude airspace, and stimulate the vitality of the industryExpand the application scenarios of large unmanned aerial vehicles and manned aircraft. As early as 2021, the Communist Party of China issued the "National Comprehensive Three-Dimensional Transportation Network Planning Outline".For the first time, it was proposed to develop a low-altitude economy. At the end of 2023, the ** Economic Work Conference proposed to build a number of strategic emerging industries such as the low-altitude economy and accelerate the transformation and upgrading of traditional industries. It is worth paying attention to,"Low-altitude economy" is also one of the key words of this year's local two sessions. Beijing, Guangdong, Anhui, Shanxi, Sichuan and other provinces and cities have mentioned "actively exploring the development of low-altitude economy" in the work report, and various cities have introduced relevant policies to strive for the status of the "first city" of low-altitude economy. According to incomplete statistics, during the local two sessions this year, more than a dozen provinces across the country will write low-altitude economy, general aviation and other related content into the first work report. 2024 may become the "first year of low-altitude economy". So, what are the subdivisions of the low-altitude economy? What are the leading industries? 
Musk is optimistic that flying cars will ignite trillions of new outlets
*From the network) low-altitude economy is a comprehensive economic form that relies on low-altitude airspace, takes the low-altitude flight activities of various manned or unmanned aircraft as the traction, and radiates and drives the integrated development of related fields. Low-altitude airspace usually refers to the airspace within 1,000 meters of the vertical distance from the ground plane directly below.
Students imagine that the drone delivers food and sits on the plane for sightseeing, isn't it very comfortable? These are the application scenarios for the low-altitude economy, and they are already a reality. Residents living in Shenzhen, Chengdu, Hefei and other places now look up at the sky, and from time to time they can see drones, unmanned aerial vehicles, and busy: food delivery, sightseeing, short-distance commuting, ......The low-altitude economy is changing the landscape of our lives. So, what is the industrial chain of the low-altitude economy? According to the Prospective Research Institute, the low-altitude economic industry chainUpstreamIt is the field of raw materials and core components, including R&D, raw materials and parts; MidstreamIt is the core part of the low-altitude economy, including loads, low-altitude products and ground systems; The downstream is the part of industrial integration, including flight approval, airspace filing, etcDownstreamThe application is the integration of low-altitude economy and various industries such as agriculture, logistics, tourism, and fire protection. The point is that the drone and flying car industry is the dominant industry in the low-altitude economy. 
China's low-altitude economic industry chain, data**: Prospective Industry Research Institute.
It is precisely because flying cars are the leading industry of the low-altitude economy, after the two sessions of the National People's Congress proposed to develop the low-altitude economy, flying cars led the two cities at the opening on March 6, and the first day was 335%。The price limit of Prince New Materials, Shangluo Electronics, Sunward Intelligence, and VIE Technology have followed suit. Recently, there has been good news for the flying car sector at home and abroad. Internationally, Alef Aeronautics, an American flying car startup in which Musk has indirectly invested, said that bookings for its electric vertical take-off and landing aircraft ("flying cars") recently set a new record, with orders reaching 2,850. It is reported that the two-seater flying car Model A developed by ALEF will officially receive legal flight permission in the United States in July 2023. The flying car will cost up to $300,000, which means that ALEF's total order value to date will be more than $8$500 million. Domestic aspect,On February 27, 2024, Fengfei Aviation Technology EVTOL (Electric Vertical Take-off and Landing) aircraft completed the first demonstration flight across the sea and city from Shenzhen to ZhuhaiThe ground travel time between the two places from about 2 hours will be reduced to 20 minutes. According to the calculation of the operating agency, the cost of use and maintenance of evtol aircraft is lower than that of *** This route will be put into commercial operation in the future, and it is expected to be 200 to 300 yuan per passenger. January 9, 2024Xpeng's land-ground and air integrated flying car was unveiled at CES in North AmericaVertical take-off and landing can be achieved through the folding deformation system, flying over congestion, obstacles, rivers, etc., to meet the needs of short-distance low-altitude travel, flying cars are expected to open reservations in Q4 in 2024, and mass production and delivery in Q4 in 2025, if successfully realized,It will be the world's first split flying car for mass production and delivery for individual users. Flying cars can not only solve the problem of traffic congestion, but their application scenarios can also be expanded from the basic purpose of everyday travel to other fields. For example, in the civil field, it can be used for sightseeing travel, pesticide dissemination, etc.; In the field of public safety, it can be used for investigation and rescue, emergency rescue and disaster relief. According to Morgan, Deloitte, Roland Berger and other consulting firmsThe global market size of flying cars will reach $300 billion in 2030, exceed $1 trillion in 2040, and 980,000 flying cars speeding through. As an advanced and intelligent means of transportation, flying cars are becoming a hot spot in the field of science and technology innovation that China, the United States, Japan, Europe and other countries are vying to enter, and have entered a period of blowout development. China is at the forefront of the world in the research and development of land-air amphibious flying vehicles. However, flying cars as a completely new product,The corresponding product regulations and certification efficiency cannot meet the current urgent market demand. At the same time, the current general aviation operation system has many restrictions and cumbersome processes, which cannot meet the needs of the large-scale application of a new generation of flying vehicles. In addition, the research and development technology of flying cars is difficult, a number of key technologies need to be broken through urgently, the product research and development cycle is long, the financial pressure is high, and the infrastructure construction such as take-off and landing fields and flight test sites required for the use of flying cars is insufficient. "Flying cars are similar to new energy vehicles a decade ago, and they need strong policy support before they can be commercialized. During the two sessions of the National People's Congress this year, He Xiaopeng, a representative of the National People's Congress and chairman of Xiaopeng Motors, put forward a proposal to "promote the application of flying cars and help the development of new productivity in the low-altitude economy." 
Write at the end
*Originated from the Internet).
Low-altitude economy is a new track for industrial development and a new engine for economic growth, which has become the consensus of the industry, industry and enterprises. At present, China's low-altitude economic field is still in its infancy, and it is necessary to further improve policies and regulations, enhance safeguard measures, and strengthen market development.
Just like the new energy vehicle track ten years ago, low-altitude economy and flying cars will surely take off with the strong support of policies. Investment is to invest in the future, and students can focus on the high-quality ** of the low-altitude economic sector. The above analysis is for reference only and is not intended as an investment basis!