万亿规模？无人机产业，最新研判

Core Insights - The second Global Low Altitude Economy Forum was held in Beijing from April 27 to April 28, focusing on redefining urban transportation through low-altitude economic development [1] - The chairman of the China Low Altitude Economy Alliance, Luo Jun, emphasized the need to rethink and redefine drones, predicting that the drone industry in China will reach a trillion yuan scale by 2030 [1][4] Industry Overview - The drone industry is transitioning from consumer-grade drones to larger, functional models, with each segment expected to be worth hundreds of billions [4] - The current market size of China's drone industry is over 130 billion yuan in 2023, projected to exceed 200 billion yuan in 2024, and potentially reach over 1 trillion yuan by 2030 [3][4] Technological Advancements - Drones are categorized into fixed-wing and multi-rotor types, with fixed-wing drones capable of carrying over 1.5 tons and flying distances exceeding 2000 kilometers, primarily for logistics [3] - Multi-rotor drones are mainly electric and designed for short-distance deliveries within a 300-kilometer radius [3] Application Scenarios - Drones have established applications in various fields, including agriculture, logistics, emergency response, power inspection, urban management, and medical services [4] - The logistics sector is expected to benefit first from low-altitude applications, with plans to build 500 general aviation airports to support large drone operations [6] Future Projections - The eVTOL (electric vertical takeoff and landing) aircraft is anticipated to become a mainstream vehicle for low-altitude flights, with commercial operations expected to begin in major cities by 2030 [5] - By 2030, major cities in China are expected to enter the low-altitude economy era, with the potential for 100,000 eVTOLs to operate as air taxis or personal vehicles [5]