布局低空，布局引领全球的万亿赛道

Group 1 - The core viewpoint is that the low-altitude economy is a significant growth sector in the new productivity landscape, with China leading globally in technology and standards, and the market potential is vast, projected to exceed 30 trillion yuan by 2035 for the unmanned low-altitude industry alone [1][8] - The low-altitude economy encompasses various applications below 3,000 meters, including both manned and unmanned scenarios, and has gained attention since its inclusion in national transportation planning in 2021, highlighting its strategic importance [2][11] - The government has set clear policies and strategic goals for the low-altitude economy, with a focus on commercial applications in urban air transport, logistics, and emergency rescue, marking the beginning of a rapid development phase [2][11] Group 2 - The low-altitude economy addresses challenges such as large usage areas and dispersed targets, providing new experiences in agriculture, power line inspection, emergency rescue, tourism, and logistics, thus opening up a trillion-yuan market [5][6] - The economic viability of low-altitude applications is evident, with drone usage in agriculture increasing daily operational efficiency by 60 times and reducing labor costs by 80%, leading to significant improvements in crop yield and pesticide utilization [6][7] - By 2035, the scale of drone applications is expected to reach 3.1 trillion yuan, indicating a transition to a trillion-yuan market starting in 2029 [8] Group 3 - China is at the forefront of the global low-altitude economy, having issued the world's first four certifications necessary for the commercial operation of eVTOL aircraft, which are already being utilized in tourism [10] - The establishment of pilot cities for eVTOL in 2024 marks a significant step towards nationwide adoption, with plans for infrastructure development and regulatory frameworks to support the low-altitude industry [11][12] - The low-altitude economy requires a comprehensive industrial chain, including infrastructure, aircraft manufacturing, operational services, and flight safety, to ensure its successful development [12] Group 4 - The National General Aviation Industry Index focuses on various sectors of the low-altitude economy, providing a representative measure of the industry, with a balanced coverage of components, manufacturing, and operational services [14] - Historical performance of the National General Aviation Index shows a return of 215.51%, significantly outperforming the Shanghai Composite Index, especially as the low-altitude economy enters a high-growth phase [17] - The E Fund General Aviation ETF (159255) is identified as a suitable tool for investors looking to capitalize on the low-altitude economy during this critical window of opportunity [19]