解读2025低空经济

Overview of Low-altitude Economy Development - The low-altitude economy is defined as utilizing low-altitude airspace (below 1000 meters, extendable to 3000 meters) as a physical carrier, focusing on new aviation tools such as drones, eVTOLs (electric vertical takeoff and landing aircraft), and helicopters, integrating the entire production chain of "manufacturing—operation—service—infrastructure" [1] Strategic Positioning and Market Size - The low-altitude economy will be included in the State Council's government work report for the first time in 2024, elevating it to a national strategic emerging industry. The National Development and Reform Commission will establish a "Low-altitude Economy Department" in 2025, marking the industry's entry into a phase of "top-level design + policy implementation" [3] - The market size for the low-altitude economy is projected to reach 505.95 billion yuan in 2023, exceed 800 billion yuan by 2025, approach 1 trillion yuan in 2026, and aim for 2 trillion yuan by 2030, with a compound annual growth rate of over 30% [3] Core Scenarios and Regional Patterns - Key application scenarios include drone logistics (Meituan, SF Express), urban air mobility (UAM) (EHang, XPeng Heitech), low-altitude tourism (Yellow Mountain/Sanya aerial sightseeing), emergency rescue, and agricultural protection [3] - Regional development patterns include the Yangtze River Delta (Shanghai-Suzhou-Hefei-Hangzhou) creating an "aerial corridor," the Pearl River Delta (Shenzhen-Guangzhou) leading in legislation and commercialization, and the Chengdu-Chongqing area leveraging mountainous scenarios [3] Underlying Logic and Support Factors - The underlying logic for the low-altitude economy is driven by policy relaxation (airspace reform + legislative guarantees), technological breakthroughs (5G-A, AI flight control, high-energy batteries), essential market needs (logistics, commuting, emergency), and capital support (over 100 billion yuan in national industrial funds) [3] Reports and Insights - A report titled "2025 Low-altitude Economy City Development Panorama Research Report" introduces a "4+4" element model, identifying four support elements (market, airspace, infrastructure, safety) and four driving elements (technology, policy, capital, talent) [6] - The "2025 China Low-altitude Economy Market Status Report" indicates that the market size will grow from 505.95 billion yuan in 2023 to 2 trillion yuan by 2030, with UAM passenger transport expected to account for over 60% of the market by 2030 [7] Challenges and Solutions - Key challenges include slow airspace approval processes, insufficient battery energy density, lack of infrastructure standards, and a talent gap requiring over 100,000 low-altitude controllers [7] Capital and Global Comparison - The low-altitude industry fund map shows significant capital allocation, with Suzhou at 20 billion yuan, Wuxi at 15.3 billion yuan, and Beijing/Guangzhou/Zhuhai each at 10 billion yuan, indicating government efforts to attract social capital [10] - China leads in drone market share (DJI holds 70%) and has the fastest eVTOL airworthiness progress globally, with EHang obtaining multiple certifications [10]