2025低空经济产业链全景图谱+低空经济行业报告

Core Viewpoint - The low-altitude economy is emerging as a significant industry, projected to exceed 2 trillion yuan by 2030, driven by innovations in various sectors such as agriculture, logistics, and emergency rescue [4][22]. Group 1: National Strategy and Policy Framework - In 2023, the Central Economic Work Conference officially recognized the low-altitude economy as a strategic emerging industry, with further emphasis in the 2024 government work report [5][7]. - The implementation of the "Interim Regulations on the Flight Management of Unmanned Aerial Vehicles" in 2024 fills regulatory gaps for micro and light drones, facilitating low-altitude flight [5]. - Shenzhen has introduced the first special regulation for the low-altitude economy, aiming to become the "first city of low-altitude economy" with a target of exceeding 100 billion yuan by 2025 [6]. Group 2: Industry Chain Overview - The low-altitude economy has established a complete industry chain, including upstream materials, midstream aircraft manufacturing, and downstream application scenarios [4][10]. - Key materials such as carbon fiber and high-energy-density batteries are critical for the production of eVTOLs, with carbon fiber expected to see a demand increase of up to 1,000 tons by 2030 [11][12]. Group 3: Market Projections and Trends - The eVTOL market is projected to reach 3.2 billion yuan by 2024 and exceed 9.5 billion yuan by 2026, highlighting its rapid growth potential [13]. - The logistics sector is increasingly adopting drones, with delivery costs dropping to between 5 and 20 yuan per package, and companies like SF Express and JD.com are normalizing drone deliveries in the Greater Bay Area [14]. - The low-altitude economy is expected to experience significant growth, with projections indicating a rise from 505.95 billion yuan in 2023 to 6 trillion yuan by 2035 [22]. Group 4: Future Development and Infrastructure - From 2025 to 2030, large-scale applications of drones in logistics and agriculture are anticipated, with over 100 smart city pilots providing substantial market opportunities [20]. - The comprehensive opening of airspace is expected to create a market exceeding 1 trillion yuan for urban air mobility (UAM) [20]. - Infrastructure development is accelerating, with Shenzhen planning 600 takeoff and landing points, and other regions actively engaging in low-altitude infrastructure projects [20].