超40省市设低空基金，总金额超千亿，低空经济或成万亿级赛道

Core Insights - Capital is rapidly flowing into the low-altitude economy sector, with over 40 provinces and cities in China establishing low-altitude economic industry funds, totaling over 100 billion yuan by June 18, 2025 [1][2][4] - The establishment of these funds aims to leverage more resources and efforts to participate in local low-altitude economic development [1][4] Fund Establishment and Scale - Various provinces have set up low-altitude economic industry funds, with notable examples including: - Jiangxi Province's special fund of 5 billion yuan for low-altitude economic development [1] - Guangdong's Bay Area low-altitude economic investment fund with a target of 5 billion yuan [2] - Sichuan's collaborative development fund of 20 billion yuan [2] - A total of 43 low-altitude economic industry funds have been established across the country [3] Investment Trends - In 2024, there were 161 investment events in the low-altitude economy, with a significant focus on low-altitude aircraft manufacturing, accounting for 76.4% of the events [4][6] - The majority of these investment events are in early funding rounds, indicating a growing interest in the sector [4] Project Implementation - Major cities like Suzhou and Nanjing have signed numerous low-altitude economic projects, with total investments exceeding 900 billion yuan and 306 billion yuan respectively [6][4] - The active participation of state-owned enterprises and government investment funds is driving the development of low-altitude economic projects [7][8] eVTOL Sector Focus - eVTOL companies are attracting significant capital, with several firms securing external financing in 2024 [8] - The increase in orders for eVTOL aircraft indicates a shift towards commercialization and market acceptance [8] Application Scenarios - The low-altitude economy is expanding into various application scenarios, including drone delivery, emergency services, and tourism [9][10] - By the end of 2024, the number of registered drones in China reached 2.177 million, reflecting a 98.5% increase from the previous year [9] Market Potential - The low-altitude economy is projected to reach a market size of 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035 [11] - The sector is seen as a potential trillion-yuan market, comparable to the growth trajectory of the electric vehicle industry [11][13]