3dpinballonline| Huatai Securities: Four key issues under the low-altitude planning boom

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[Huatai Securities: Four Key Issues in the Low-Level Planning Boom] Securities Times e Company News3dpinballonlineHuatai Securities Research News believes that there are four key issues worthy of attention under the low-altitude economic planning craze: 1) Policy development: Low-altitude economy has entered a stage of rapid development, and infrastructure design is expected to be the first to be affected by it.3dpinballonline...

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[Huatai Securities: Four Key Issues under the Low-altitude Planning craze] Securities Times e Company News, Huatai Securities Research News believes that there are four key issues worthy of attention under the Low-altitude Economic Planning craze: 1) Policy development: Low-altitude economy has entered rapid development. At the stage, infrastructure design is expected to benefit first; comprehensive transportation planning and design institutes with relevant qualifications and technologies are expected to benefit first. 2) Market size: Low-altitude planning and infrastructure include many fields, and the market space is expected to exceed 400 billion yuan in the long run; it is estimated that the long-term domestic low-altitude infrastructure market size is expected to exceed 400 billion yuan, of which the planning and design/infrastructure platform/general airport/landing point market scale is 5 billion yuan, 30 billion yuan, 330 billion yuan, and 40 billion yuan respectively. If combined with investment in manufacturing industrial parks, the market scale is expected to be larger. 3) Core barriers: There are many companies that can participate, and high-qualifications and regional barriers are important moats; currently, qualifications in the domestic engineering design and civil aviation industry are relatively scarce, and companies with relevant qualifications are expected to take the lead in gaining market advantages. At the same time, the planning and design industry has strong regional characteristics, and the current low-altitude economy is still promoting development on a local basis. Therefore, regional barriers are strong, and regional state-owned enterprises such as Shenzhen, Hefei, Suzhou and other cities with rapid advancement of local policy planning and pilot projects are expected to take the lead in realizing projects and orders. 4) Source of funds: Policy funds will support it first, but it will still take time to implement the business model. At present, many pilot application scenarios such as agriculture, forestry and plant protection, logistics and transportation, and cultural and tourism integration have been implemented in low-altitude economy, but more business models and application scenarios still need to be gradually implemented with the improvement of relevant standard planning and infrastructure.