No matter how the market goes in the near future, the low-altitude economy continues to be hot, and Zhongheng Design has walked out of 7 boards.
The year 2024 marks the beginning of the low-altitude economy industry, benefiting from the support of many national and local policies, and the industry has entered a period of rapid growth.
The market potential involved in the low-altitude economy is huge, and the scale is expected to exceed one trillion yuan, since it first appeared in the "Government Work Report" this year, its role as a new economic growth point has been clear, and relevant policies have been accelerated to stimulate the development and investment of the industry.
In this process, infrastructure construction is the key, which is regarded as the "cornerstone" of low-altitude economic development.
Driven by top-level policies, low-altitude infrastructure construction has gradually moved from the policy stage to the industrial landing stage, so relevant listed companies deserve close attention.
From a policy point of view, the "Guiding Opinions of the General Office of the State Council on Promoting the Development of the General Aviation Industry", "The 14th Five-Year Plan" for the Development of General Aviation, the Overall Plan for the Construction of Low-altitude Flight Service Support System, and the Implementation Plan for the Innovative Application of General Aviation Equipment (2024-2030) and other policy documents have been promulgated, all of which propose to strengthen flight service support and infrastructure construction, promote the application of new technologies such as Beidou and ADS-B, and develop and apply low-altitude airspace communication, navigation, surveillance, and other technologies to the mainland. Core equipment for meteorological and air traffic service needs. At present, Shenzhen, Anhui and other places are at the forefront of the country in the construction of low-altitude infrastructure, and gradually move from the policy stage to the industrial landing stage.
Infrastructure construction is the primary prerequisite for the development of a low-altitude economy
Referring to the definition of Shenzhen's low-altitude infrastructure framework, the low-altitude economic infrastructure framework includes four "networks", namely "facility network", "air network", "route network" and "service network".
The first is the "facility network", which mainly refers to the physical infrastructure, including low-altitude flight take-off and landing stations, connection facilities, energy stations, emergency alternate landing, shutdown facilities, maintenance facilities, support stations, flight tests, etc.
The second is the "air networking", which mainly refers to information infrastructure such as low-altitude communication, guidance, and monitoring, including communication facilities, navigation facilities, monitoring facilities, and meteorological facilities.
The third is the "route network", which mainly refers to the low-altitude digital airspace map, including airspace representation, digital twin, 3D map, knowledge base, rule base, etc.
The fourth is the "service network", which mainly refers to the digital management and service system, including low-altitude monitoring system, low-altitude flight service system, low-altitude flight control system, etc.
To support the low-altitude economy, it is urgent to build a new information infrastructure
Synaesthesia integration: that is, the communication base station and the terminal are superimposed with "Buff", and the perception function similar to radar is added to the original mobile communication capability, which can well solve the communication and perception problems of low-altitude economy.
Beidou + GPS: According to the "Implementation Roadmap for the Application of Beidou Satellite Navigation System in Civil Aviation of China", it is proposed that by the end of 2035, a dual-frequency multi-constellation GNSS technology application system with Beidou system as the core and compatible and interoperable with GPS and other constellations will be built, and the application of Beidou system in the civil aviation industry will be gradually realized "full coverage and replaceable", providing accurate, safe and reliable navigation services for transportation, general aviation and unmanned aircraft flights, and providing full airspace monitoring services for air traffic.
Low-altitude service and control platform: It provides docking services with other airspace management related systems, so that the airspace management agency can "see", "call" and "manage" the aircraft, so that the management agency can grasp the air dynamics anytime and anywhere.
In this regard, Everbright Securities pointed out that with the development of the industrial chain related to the low-altitude economy, it is optimistic about the development opportunities of enterprises with advantages in air traffic control systems and operations, low-altitude airports and core enterprises in support construction.
On April 25, one of the core benefits of the 7-board Zhongheng Design is that the company successfully won the bid for the "Central China Intelligent Aircraft Industrial Base Project (Phase I)". The industrial base is an important part of Wuhan Economic Development Zone's efforts to build a three-dimensional "low-altitude economic industry demonstration zone".
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