政策与产业共振低空经济产业链投资机遇凸显

Group 1 - The low-altitude economy is expected to become a trillion-level new sector in the next 3-5 years, reshaping urban transportation, logistics, and tourism industries, with significant investment opportunities in the related industrial chain [1] - The Shenzhen government has introduced the first local special regulations on low-altitude economy, aiming to enhance infrastructure and service systems, with nearly 300 drone routes and over 1.7 million cargo flights completed [1][2] - The national policy support for low-altitude economy has been increasing, with projections indicating a market size of 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035 [2] Group 2 - Companies are actively engaging in the low-altitude economy, with Deep City Transportation focusing on developing a new generation of urban transportation systems and expanding into various technological fields [2][3] - Changyi Technology has established a subsidiary for drone assembly and parts production, while companies like Aosheng Technology are innovating in solid-state battery materials, which have applications in low-altitude economy [3] - Analysts predict that 2025 will mark the year of large-scale operations in the low-altitude economy, with significant advancements in infrastructure and commercial applications [4]