低空经济活力迸发，产业生态渐趋完善

Core Insights - The low-altitude economy in China is experiencing robust growth, with the market size expected to reach 505.95 billion yuan in 2023, growing at a rate of 33.8% [1][3] - The industry is supported by comprehensive upgrades and deep integration across the low-altitude economic chain, particularly in the drone sector, which has developed a complete industrial ecosystem [3][4] - Government policies and technological advancements are driving the growth of the low-altitude economy, with local governments implementing supportive measures [3][4] Industry Growth - In April, the value added in the smart unmanned aerial vehicle manufacturing and smart vehicle-mounted equipment manufacturing sectors increased by 74.2% and 29.3%, respectively, significantly outpacing the overall industrial growth rate [1] - The number of registered low-altitude economy-related enterprises in China has surged, with a total of 86,500 companies currently, and an expected addition of 11,100 new registrations in 2024, marking a year-on-year increase of 14.55% [3][4] - The East China region leads the country with a 25.93% share of the low-altitude economy enterprises [3] Infrastructure Development - There is a significant investment in low-altitude infrastructure, including the construction of drone take-off and landing sites, charging stations, and monitoring systems, which are essential for unlocking development potential [3][4] - The operational service segment is becoming a crucial link between the low-altitude economy and market demands, with various companies showcasing diverse operational services [4] - Micro take-off and landing sites are identified as a primary focus for infrastructure development across various regions [4]