低空经济，万亿赛道重构中国产业版图？

Group 1 - The low-altitude economy is gaining momentum, with national emphasis on safety as a "lifeline" and a clear policy direction to manage and gradually open up airspace for drone deliveries and other applications [1][5][8] - Major cities are competing to seize opportunities, with Shenzhen reducing accident rates through strict standards, Shanghai successfully testing "air taxis," and the Greater Bay Area launching the world's first 30-minute cross-sea drone delivery route [1][4][26] - The policy logic of the low-altitude economy differs fundamentally from that of the electric vehicle industry, focusing on redefining airspace usage rather than merely supporting specific manufacturers [5][11][25] Group 2 - The low-altitude economy aims to create a new "third dimension" of human activity, offering innovative transportation methods and logistics solutions that address inefficiencies in ground transport [11][13][27] - The development of low-altitude airspace requires new regulations and safety standards, as well as integration with existing urban infrastructure [8][9][25] - The potential applications of low-altitude technology include emergency medical transport, logistics in remote areas, and enhanced urban monitoring, which could significantly improve efficiency and safety across various sectors [14][16][21] Group 3 - The low-altitude economy is expected to reshape urban planning and regional economic competition, with cities needing to adapt to three-dimensional space management [25][26][27] - The industry is likely to create a vast, integrated industrial cluster, driving advancements in aerospace manufacturing, information technology, and new materials [27][28] - The market cultivation cycle for the low-altitude economy may be longer than that of electric vehicles, requiring time for technology maturation, cost reduction, and public acceptance [22][23][29]