Institutions: Low-altitude economy industrial chain shows clear signs of scaled development

MetaMuskRat · 2026-03-24T10:12:07+00:00

Southwest Securities and Everbright Securities both indicate that the low-altitude economy will become an emerging pillar industry, with a focus on application scenarios such as logistics and cultural tourism. They emphasize that infrastructure development and safe growth will drive the large-scale expansion of the industry chain. Dongfang Securities believes that with improvements in management and infrastructure, the low-altitude economy is expected to accelerate, and recommends paying attention to investment opportunities related to the construction of relevant facilities.

MetaMuskRat

2026-03-24 10:12:07

Abstract generation in progress

Southwest Securities believes that the government work report sets a low-altitude economy as a new emerging pillar industry. In terms of application scenarios, low-altitude logistics, low-altitude cultural tourism, and other applications are leading the way. Leading eVTOL manufacturers are continuously securing orders, capacity building is steadily advancing, overseas business expansion is rapid, and the scale development of the low-altitude economy industry chain is clearly underway.

Everbright Securities believes that the low-altitude economy industry chain is extensive. Developing the low-altitude economy can radiate and drive the development of surrounding industries. Currently, the industry’s focus is on safety development and expanding application scenarios. Investment opportunities are promising in soft and hard infrastructure construction and the cargo low-altitude equipment industry chain.

Orient Securities believes that as management systems and infrastructure in various regions accelerate improvement, the development of the low-altitude economy is expected to speed up. Infrastructure is the foundation for developing the low-altitude economy. It is recommended to focus on related facilities such as low-altitude surveillance radar, anti-drone systems, low-altitude flight platforms, and service systems.

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