低空经济如何算好“经济账”？找准场景是关键

Core Viewpoint - The low-altitude economy, represented by drones and eVTOLs, is entering a critical development phase, with significant market potential but an unclear industrialization path [3][5]. Group 1: Economic Logic and Characteristics - The essence of low-altitude economy lies in its dual attributes: a new economic form and the principle of cost-effectiveness [5]. - The low-altitude economy is characterized by a long industrial chain and a lengthy cultivation cycle, necessitating a focus on quickly commercializable sub-scenarios [3][8]. Group 2: Industry Chain Insights - The low-altitude economy's industry chain consists of three interconnected segments: core technology barriers in the upstream, compliance with mainstream development directions and certification progress in the midstream, and viable business models in the downstream [5][6]. - Successful implementation of low-altitude economy requires a deep understanding of the internal logic of its industry chain [5]. Group 3: Application Scenarios - Key application scenarios for drones and eVTOLs include agricultural services, logistics, and passenger transport, emphasizing the need for drones to perform tasks that are undesirable or impossible for humans [7][9]. - The logistics and tourism sectors are highlighted as promising areas for low-altitude economy development, with a focus on precise segmentation and deep operational strategies [8]. Group 4: Investment Perspectives - From an investment standpoint, it is crucial to categorize application scenarios based on their timeframes for realization, balancing long-term potential with short-term feasibility [9]. - Short-term viable scenarios primarily focus on B2B applications, such as agricultural pest control and emergency rescue, while mid-term opportunities are seen in logistics and tourism [9].