广东低空经济迎风直上

Core Insights - Guangdong leads the low-altitude economy in China, holding over 30% of the national low-altitude economic industry chain, with a 95% market share in consumer drones and 54% in industrial drones [1] - The low-altitude economy in Guangdong has surpassed a scale of 100 billion yuan, supported by a complete ecosystem covering R&D, manufacturing, and operations [1] - The province is focusing on technological breakthroughs and institutional innovations to enhance the low-altitude economy [3] Industry Overview - Guangdong has over 15,000 companies related to the low-altitude economy, covering all aspects from material R&D to operational services [1] - The province is developing a "1+N" policy system for low-altitude economic development, with cities like Guangzhou and Shenzhen issuing development plans [3][4] - The establishment of low-altitude logistics routes, including the first cross-sea low-altitude logistics route in the Guangdong-Hong Kong-Macao Greater Bay Area, is underway [3] Technological Advancements - Innovations in low-altitude aircraft, such as the M1 electric vertical takeoff and landing aircraft and the EH216-S drone, are being developed [1][2] - The Guangdong Aerospace Technology Research Institute is focusing on cutting-edge aerospace technology and aims to be a leading incubator for the industry [3] Future Projections - The Guangdong government aims to achieve a market scale exceeding 300 billion yuan by 2026, positioning itself as a national leader in the low-altitude economy [4]