Jing Ji Guan Cha Bao·2025-06-09 09:51Core Insights - The low-altitude economy is recognized as a strategic emerging industry in China, essential for high-quality development and the establishment of a modern industrial system [2] - The market size of China's low-altitude economy is projected to reach 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035 [2] - A report from Bank of America forecasts a compound annual growth rate (CAGR) of 62% for the adoption of electric vertical takeoff and landing (eVTOL) aircraft globally from 2025 to 2030 [2] Group 1: Industry Developments - China Telecom aims to become a leader in low-altitude intelligent networking and has established a comprehensive low-altitude operation service system covering planning, infrastructure, application scenarios, and operational support [3] - The company has upgraded its low-altitude economic capability system to "1+1+3+N," which includes a comprehensive service solution, an intelligent network, and three operational platforms [3] - China Telecom has signed strategic cooperation agreements with 39 cities and initiated projects in 10 cities, focusing on various applications such as drone inspections and emergency rescue [3] Group 2: Competitive Landscape - China Mobile is positioning itself as a leading information service provider in the low-altitude sector, with a "four-wheel drive and two-wing" capability system to support high-quality development [4] - The company has launched the first 5G-connected airborne terminal, which is compatible with over 200 aircraft models, and has established a large-scale low-altitude communication network [4] - China Mobile has implemented 61 low-altitude coverage routes in key cities and won 166 low-altitude project bids [5] Group 3: Technological Innovations - China Unicom has developed a smart low-altitude application platform and a low-altitude safety supervision platform, focusing on data services and comprehensive urban governance [5] - The smart low-altitude application platform offers integrated services such as command scheduling and AI analysis, enhancing urban governance and emergency response capabilities [5] - The low-altitude safety supervision platform utilizes advanced 5G-A technology for precise positioning of low-altitude aircraft, ensuring safe development of the low-altitude economy [5]