Core Viewpoint - The low-altitude economy is reshaping various industries and is expected to become a significant part of urban life in China by 2030, similar to the impact of "Internet+" on various sectors [1][3]. Group 1: Investment and Financing - The low-altitude economy has seen a notable increase in financing led by industrial funds and state-owned capital, with over 20 provinces and cities in China establishing industrial funds totaling over 100 billion yuan [3]. - Local governments are actively involved through special bonds and industrial funds, implementing over 20 supportive policies, such as subsidies for eVTOL sales [3][4]. - The investment focus of these industrial funds is on infrastructure and core technologies, with examples including the establishment of low-altitude economic industrial funds in Shenzhen and significant investments in drone battery projects in Liaoning [3][4]. Group 2: Market Opportunities - The low-altitude economy encompasses three main components: hardware (drones, eVTOLs), software (air traffic management systems), and applications across various industries [7]. - Key sectors within the low-altitude economy include logistics, low-altitude passenger transport, and agricultural applications, with companies like DJI leading in agricultural drone usage [5][12]. - The potential for low-altitude flying is contingent on urban population density and consumer spending power, which are currently limiting factors in some cities [5]. Group 3: Technological Integration - The development of the low-altitude economy is heavily reliant on advancements in technology, including centimeter-level positioning, 5G remote control, and blockchain for insurance [8][12]. - The integration of airspace and data is crucial for the growth of the low-altitude economy, which is becoming increasingly intertwined with civil aviation, equipment manufacturing, and information communication [13]. - A new infrastructure framework, termed the "low-altitude smart network," is being established to support the operational needs of low-altitude applications, integrating communication, perception, navigation, and computing networks [14][16].
身边竟藏着下一个“基建狂魔”?三年撬动万亿市值真相几何
Sou Hu Cai Jing·2025-05-28 09:14