Chinese A-share Firms Deepen Low-Altitude Infrastructure Deployment and Collaboration

Deep News11-12 07:10

On November 9, the Guangdong Communications Administration publicly solicited opinions on the "General Technical Requirements for Low-Altitude Intelligent Network Digital Infrastructure (Draft for Review)" (hereinafter referred to as the "Draft for Review"). The standard was drafted under the leadership of China Mobile Communications Group Guangdong Co., Ltd. and has not yet been officially released or implemented.

In recent years, as application scenarios such as low-altitude logistics and inspection continue to expand, they have placed higher demands on the coordinated support of infrastructure including communications, navigation, surveillance, and meteorology. Low-altitude intelligent networked systems function like a combination of "traffic lights," traffic management, and navigation maps in ground transportation, helping to determine aircraft positions, identify operational risks, and provide flight services. To move drones from single operations to routine operations, it is necessary not only to improve the performance of the aircraft themselves but also to achieve effective coordination between ground facilities and management services.

"Currently, the large-scale application of low-altitude logistics and inspection still has shortcomings at the infrastructure and flight management service levels, mainly concentrated in areas such as sensing coverage, communication continuity, and airspace coordination," said Guo Tao, deputy director of the China E-commerce Expert Service Center, in an interview with Securities Daily. He noted that some regions still have problems such as fragmented systems and inconsistent data interfaces and formats, making it difficult for operating platforms to conveniently obtain information on airspace, communications, meteorology, and obstacles, which increases the cost of manual verification and operational coordination. Advancing unified technical requirements helps reduce repeated adaptation between equipment and platforms and provides support for routine operations.

In response to related needs, multiple A-share companies are advancing layouts in terminals, networks, and platforms. Information released by Guangzhou Haige Communications Group Incorporated Company (hereinafter referred to as "Haige Communications") on November 2 shows that the company displayed low-altitude industry-related products and system solutions at the Nanchang Aviation Industry Expo, with a layout covering the Tianteng Low-Altitude Flight Management Service Platform, the Tianshu UAV Intelligent Operations Platform, the Tiankan Intelligent Sensing and Supervision Platform, as well as functions such as intelligent networking, supervision and protection, and precise positioning. Haige Communications stated that multiple products, including its robot intelligent management platform and industry-grade rotary-wing drones, have already been applied in scenarios such as public security, emergency management, forestry and landscaping, and rail transit.

In addition to equipment and platform development, planning and design enterprises are also strengthening cooperation with digital technology and low-altitude operations companies. Anhui Transport Consulting & Design Institute Co., Ltd. stated at its third-quarter earnings briefing held on November 5 that the company has tracked multiple low-altitude information platform projects and signed cooperation framework agreements with companies including Aerospace Information Co., Ltd. Next, the company will continue to improve its service capabilities in consulting, planning, design, investment and financing, military-civil aviation coordination, and operational services, and expand markets such as low-altitude information platform development and low-altitude unified flight operations.

From the perspective of corporate layout, low-altitude operation support involves multiple industrial links, and the connections among equipment access, network coverage, platform management, and continuous operation and maintenance are also forming new cooperation needs. In Guo Tao's view, as relevant standards are gradually improved, communications operators can provide services around continuous route coverage, communication quality monitoring, and signal blind spot supplementation; equipment enterprises need to improve the compatibility of terminals, ground sensing, and meteorological monitoring equipment; and platform service enterprises can improve their service capabilities around flight declaration, operation monitoring, risk warning, and dispatch management.

Zhang Xiaorong, president of the Deep Technology Research Institute, told Securities Daily that unified standards are expected to reduce the adaptation costs between different software and hardware, but moving from technical specifications to commercial application still requires validation in actual scenarios. Related enterprises can advance product development and service support around the specific needs of customers in logistics, inspection, and other fields, improve operational efficiency and reduce the cost of single operations on the basis of ensuring safety, and promote the extension of low-altitude business from pilot projects to replicable applications.

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