郜春海：通过场景驱动、AI赋能共筑低空经济新生态

Core Viewpoint - The integration of AI and low-altitude economy is creating new production factors and economic forms, with China poised to carve out a unique industrial development path due to its latecomer advantage and intelligent approach [1][2][3] Summary by Sections Low-altitude Economy Definition - The low-altitude economy refers to economic activities involving manned and unmanned aircraft flying below 1,000 meters (extendable to 3,000 meters), leveraging low-altitude airspace as a new production factor, which significantly reduces construction and operational costs compared to ground transportation [2][3] Market Outlook - The global low-altitude economy is projected to reach approximately $1.5 trillion (about 10.8 trillion RMB) by 2040, while China's Civil Aviation Administration aims for a target of 3.5 trillion RMB by 2035 [3] AI Development and Application - AI has evolved from rule-based systems to deep learning and large models, with a dual-track development of general and vertical large models. The high technical threshold of general models is mainly dominated by the U.S., while Chinese companies are encouraged to focus on vertical models for practical AI application [3][4] Industry Structure - The low-altitude economy consists of four interdependent sectors: 1. Aircraft manufacturing (eVTOL, drones) 2. Digital infrastructure (takeoff and landing sites, navigation systems) 3. Airspace scheduling management 4. Scenario-based operational services (logistics, inspections, manned flights) - Any weakness in one sector can limit the overall industry development [4][5] Current Challenges - The industry faces a chaotic environment with numerous government plans for takeoff points, but a lack of unified operational rules and safety standards leads to a situation where manufacturers are hesitant to operate their aircraft [4][5] Value Chain Integration - The true essence of the new industrial ecosystem is to connect various segments of the low-altitude economy, transforming scattered opportunities into a cohesive value chain that addresses user needs and task execution [5]