Since this year, the policy side of the low-altitude economy has continued to improve, and the industry has entered a new stage of “having laws to follow”. The newly revised “Civil Aviation Law of the People's Republic of China” came into effect on July 1, 2026. A special chapter on “Development Promotion” was added to establish a legal guarantee framework for the low-altitude economy, clearly proposed formulating development plans related to the low-altitude economy as needed, improving support policies and measures, encouraging technological innovation and application expansion in the low-altitude economy, and promoting the development of the low-altitude economy. The Civil Aviation Administration of China predicts that by 2035, the size of China's low-altitude economy market is expected to exceed 3.5 trillion yuan. According to data from the General Administration of Customs, from 2022 to 2025, China's unmanned aerial vehicle exports increased from 3.269,500 to 4.9473 million, and the export value increased from 12.071 billion yuan to 22.317 billion yuan, with compound annual growth rates of 14.8% and 22.7% respectively. According to the Securities Times and Databao statistics, in the A-share low-profile economy sector, 35 shares reported overseas business revenue in both the 2025 semi-annual report and the 2026 semi-annual report. The first half of 2026 achieved a total overseas business revenue of 28.997 billion yuan in the first half of 2026, an increase of 10.82% over 26.165 billion yuan in the same period last year. In terms of individual stocks, overseas business revenue of 11 shares increased by more than 50% year on year in the first half of the year, of which 5 shares increased by more than 100% year on year. Databao has counted stocks with high growth potential in the low-altitude economy sector. According to the unanimous forecasts of 3 or more institutions, 21 stocks forecast a net profit growth rate of more than 10% from 2026 to 2028. Among them, Hongdu Airlines predicts a net profit growth rate of more than 50% for the next 3 years, and China Satellite and Aviation Development Technology all forecast net profit growth rates of more than 40% for the next 3 years.

Zhitongcaijing · 3d ago
Since this year, the policy side of the low-altitude economy has continued to improve, and the industry has entered a new stage of “having laws to follow”. The newly revised “Civil Aviation Law of the People's Republic of China” came into effect on July 1, 2026. A special chapter on “Development Promotion” was added to establish a legal guarantee framework for the low-altitude economy, clearly proposed formulating development plans related to the low-altitude economy as needed, improving support policies and measures, encouraging technological innovation and application expansion in the low-altitude economy, and promoting the development of the low-altitude economy. The Civil Aviation Administration of China predicts that by 2035, the size of China's low-altitude economy market is expected to exceed 3.5 trillion yuan. According to data from the General Administration of Customs, from 2022 to 2025, China's unmanned aerial vehicle exports increased from 3.269,500 to 4.9473 million, and the export value increased from 12.071 billion yuan to 22.317 billion yuan, with compound annual growth rates of 14.8% and 22.7% respectively. According to the Securities Times and Databao statistics, in the A-share low-profile economy sector, 35 shares reported overseas business revenue in both the 2025 semi-annual report and the 2026 semi-annual report. The first half of 2026 achieved a total overseas business revenue of 28.997 billion yuan in the first half of 2026, an increase of 10.82% over 26.165 billion yuan in the same period last year. In terms of individual stocks, overseas business revenue of 11 shares increased by more than 50% year on year in the first half of the year, of which 5 shares increased by more than 100% year on year. Databao has counted stocks with high growth potential in the low-altitude economy sector. According to the unanimous forecasts of 3 or more institutions, 21 stocks forecast a net profit growth rate of more than 10% from 2026 to 2028. Among them, Hongdu Airlines predicts a net profit growth rate of more than 50% for the next 3 years, and China Satellite and Aviation Development Technology all forecast net profit growth rates of more than 40% for the next 3 years.