低空装备制造迎风口：相关法律将调整，多地竞相布局

Core Insights - The low-altitude economy is gaining significant attention, with low-altitude equipment manufacturing being a key focus area [1][2][3] - The scale of the low-altitude economy in China is projected to exceed 1 trillion yuan by 2026, with low-altitude manufacturing contributing over 50% of the total output value [2][3][4] Government Initiatives - The low-altitude economy was first included in the government work report in 2024, with further emphasis on promoting its safe and healthy development in subsequent reports [2] - Legislative adjustments are underway to support low-altitude economic growth, including the revision of the Civil Aviation Law to enhance the development of the civil aviation manufacturing industry [3][4] Market Dynamics - The low-altitude equipment manufacturing sector is experiencing rapid growth, with over 200 companies in Sichuan and significant initiatives in other provinces like Jiangsu and Inner Mongolia [2][5][6] - The low-altitude economy development index ranks provinces, with Guangdong, Jiangsu, Zhejiang, Beijing, and Sichuan leading the first tier [5] Technological Challenges - Despite the favorable policies and market enthusiasm, there are significant technological gaps in low-altitude equipment manufacturing, particularly in high-performance materials and key components [8][9] - The integration of advanced technologies such as 3D printing and AI into low-altitude manufacturing presents challenges that need to be addressed for industry advancement [9][10] Future Outlook - The low-altitude equipment manufacturing sector is expected to evolve through three phases: technology validation, scale application, and ecosystem integration [10] - The industry requires a multi-faceted approach to overcome current challenges, including breakthroughs in core technologies and the establishment of a supportive regulatory framework [10]