Dongwu Securities: The low-altitude economy is expected to usher in a second wave of market trends

Golden Ten Data on June 18, Soochow Securities Research Report pointed out that the leading factors of the low-short economic market mainly include three important indicators: policy, orders and performance. Policy is the leading indicator of the first wave of the market, with the continuous clarification of the policy, will enter the stage of policy to order conversion, at this time will see the government and enterprises start the bidding work of related low-shorter economic projects, the industry ushered in the second wave of opportunities. With the completion of the implementation of the project, it will eventually be cashed out to the performance side of the enterprise, so as to promote the continued interpretation of the market. With the continuous advancement of "policy + industry" in the low-shorts economy, infrastructure construction is expected to bring large-scale new infrastructure opportunities.