In the morning session on October 19th, A-share stocks related to the low-carbon economy concept continued to strengthen. Dong'an Power (600178. SH), Runjian Shares (002929. SZ), Baolong Technology (603197. SZ), Wanfeng Aowei (002085. SZ), and Jingcheng Shares (600860. SH) all hit their daily limit up.

As of 10 a.m., Dongan Power rose by 10.05% to 11.28 yuan per share; Runjian Shares rose by 10.00% to 46.40 yuan per share; Baolong Technology rose by 10.00% to 32.33 yuan per share; Wanfeng Aowei rose by 9.99% to 10.90 yuan per share; Jingcheng Shares rose by 9.99% to 8.70 yuan per share.

In addition, Jindun Shares (300411. SZ) rose by 7.5% to 10.32 yuan per share; CITIC SeaDirect (000099. SZ) rose by 5.83% to 15.61 yuan per share; Fulin Precision (300432. SZ) rose by 5.4% to 13.27 yuan per share.

Judging from the consecutive board gains, Dongan Power, Baolong Technology, Wanfeng Aowei, and Jingcheng Shares have all achieved two consecutive days of rising stock prices.

It is worth noting that the business layouts of the aforementioned low-altitude economy concept stocks are not the same.

Dongan Power mainly engages in the business of automobile engines, transmissions, and power assemblies, and mentions in its annual report the technical applications in fields such as airspace flight power; Runjian Co., Ltd. is primarily involved in digital intelligent operation and maintenance, computing power, and communication networks; Baolong Technology focuses on automobile parts; Wanfeng Aowei's business covers automobile metal components, lightweight materials, and general aviation aircraft manufacturing; Jingcheng Co., Ltd. is mainly engaged in gas storage and transportation equipment and related products.

Among the other stocks that have risen, Jindun Co., Ltd. specializes in high-end intelligent ventilation system equipment, with its products applied in fields such as rail transit and nuclear power, and it also has a presence in low-altitude economy-related businesses; CITIC SeaDirect is mainly engaged in general aviation and related services, and is an important enterprise in the domestic general aviation operation sector; Fulin Precision Engineering is primarily involved in automotive engine parts, intelligent electric control for new energy vehicles, and new energy lithium battery cathode materials, among other businesses.

From the perspective of sector trends, this round of market activity may be driven by multiple factors such as overseas automakers' technological demonstrations, policies related to the low-altitude economy industry, and market capital attention. However, there are differences in the degree of connection between the business foundations of different companies and the low-altitude economy, so it is still necessary to make judgments based on company announcements and specific business progress.

On October 16th (October 15th local time in the United States), Tesla showcased a new generation of Roadster sports car in Texas, USA. The on-site demonstration included brief levitation and aerial turning maneuvers, which drew market attention to flying cars and related technologies. On the same day, A-share stocks related to the low-altitude economy sector showed a collective strength increase, with several related stocks hitting their daily price limits. Market analysts viewed Tesla's new car display as one of the catalysts for the sector's rise that day.

In addition, on October 16th, the Hong Kong, China Low-Altitude Economy Development Working Group discussed the establishment of a low-altitude economy product export demonstration zone with various industry stakeholders, aiming to provide one-stop supporting services for the import and export trade of the low-altitude economy. This news is relevant to the industry's development direction, such as low-altitude economy enterprises expanding overseas markets and promoting alignment with international standards on the mainland, and it also provides new policy expectations for the market.

However, Tesla Roadster is not a traditional electric vertical takeoff and landing aircraft (eVTOL), and its demonstration content is not equivalent to the commercialization of mature flying cars. The overseas demonstration zone in Hong Kong is still in the discussion stage. On the news front, both of these events may increase market attention to the low-altitude economy industry, but this does not mean that there will be substantial changes in the industry or significant improvements in the performance of related companies.

In addition, there are significant differences in the business structures of the leading stocks. Some companies are still in the stage of technical layout or business expansion in relation to the low-altitude economy.