报告研判低空经济发展趋势：无人机将转型 低空物流有序推进

Core Insights - The current period is seen as an opportunity for the development of China's low-altitude economy, with expectations of a "golden decade" ahead [1] - The drone industry in China is anticipated to accelerate its transformation and upgrade, with electric vertical takeoff and landing (eVTOL) aircraft expected to become commonplace [1] - By 2030, the drone industry in China is projected to reach a scale of one trillion yuan [1] Industry Trends - The report indicates that drones will become ubiquitous and will increasingly integrate with AI technologies [1] - The transition from consumer-grade drones to larger, functional drones is underway, with each segment expected to be worth hundreds of billions [1] - The eVTOL market is expected to focus primarily on urban air taxis, addressing flight demands within a radius of 200-300 kilometers [2] Market Dynamics - eVTOL technology is currently mature, with a dual system of manned and unmanned operations expected initially, transitioning towards fully unmanned systems [2] - Urban air taxis will operate along planned routes, while privately owned eVTOLs can request routes based on individual needs [2] - The logistics and express delivery market is identified as a significant beneficiary of low-altitude applications, driven by high demand for timely services [2] Infrastructure Development - The report emphasizes the need for a well-structured infrastructure and flight safety measures to support the orderly advancement of low-altitude applications [2] - It advocates for the rapid establishment of a unified national low-altitude traffic network to ensure connectivity and interoperability [2]