The Low-Altitude Economy: Sustained Policy Backing Fuels High-Growth Expectations, Unveiling Key Concept Stocks
2025-12-26 / Read about 0 minute
Author:小编   

As a pivotal national strategic emerging sector, the low-altitude economy is consistently garnering robust policy support, poised to unlock a colossal market potential valued in the trillions of yuan. According to forecasts by the Civil Aviation Administration of China, the market scale of China's low-altitude economy is projected to soar to 1.5 trillion yuan by 2025. Looking ahead, it is anticipated to maintain an average annual growth rate exceeding 25%, with the market size potentially surpassing 3.5 trillion yuan by 2035. Data from Shuju Bao reveals that the A-share market currently hosts over 70 concept stocks associated with the low-altitude economy, encompassing Guangdong-listed entities such as Nari Technology, CITIC Offshore Helicopter, Haige Communications, Hangxin Technology, Hangyu Micro, and Shencheng Transportation. From the vantage point of institutional interest, 26 individual stocks have garnered ratings from more than three institutions. Among these, 18 are unanimously projected to witness net profit growth surpassing 10% in both 2025 and 2026. Zongheng shares emerge as the top pick among institutions, with an anticipated average net profit growth rate exceeding 350% over the next two years. Additionally, Haige Communications, Jingjia Micro, North Navigation, and Aerospace Chinhoy are also expected to see their average growth rates soar past the 100% mark.