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昔日報告:
  11-05-2020 (星期一) “新基建”重回軌道 投放持續增加
  20-04-2020 (星期一) 新能源汽車產業鏈迎來投資機會
  23-03-2020 (星期一) 油價重挫,航空股出現交易性機會
  02-03-2020 (星期一) 疫情加快汽車行業扶持政策出臺
  17-02-2020 (星期一) 疫情影響下線上服務需求爆發,留意遠程辦公板塊機會
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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)。

This report is produced and is being distributed in Hong Kong by Phillip Securities Group with the Securities and Futures Commission (“SFC”) licence under Phillip Securities (HK) LTD and/ or Phillip Commodities (HK) LTD (“Phillip”). Information contained herein is based on sources that Phillip believed to be accurate. Phillip does not bear responsibility for any loss occasioned by reliance placed upon the contents hereof. The information is for informative purposes only and is not intended to or create/induce the creation of any binding legal relations. The information provided do not constitute investment advice, solicitation, purchase or sell any investment product(s). Investments are subject to investment risks including possible loss of the principal amount invested. You should refer to your Financial Advisor for investment advice based on your investment experience, financial situation, any of your particular needs and risk preference. For details of different product's risks, please visit the Risk Disclosures Statement on http://www.phillip.com.hk. Phillip (or employees) may have positions/ interests in relevant investment products. Phillip (or one of its affiliates) may from time to time provide services for, or solicit services or other business from, any company mentioned in this report. The above information is owned by Phillip and protected by copyright and intellectual property Laws. It may not be reproduced, distributed or published for any purpose without prior written consent from Phillip.
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