近300家企业参展 低空经济博览会勾勒产业路径 剑指3.5万亿元市场

Core Insights - The low-altitude economy is emerging as a significant "blue ocean" industry, with the International Low Altitude Economy Expo held in Shanghai showcasing nearly 300 companies and their innovations [1] Industry Developments - The expo highlighted various advancements in the low-altitude economy, particularly in electric vertical takeoff and landing (eVTOL) aircraft, such as the Vector5 model from Weixin Aerospace Technology, which is designed for multiple applications including cargo transport and emergency medical services [2] - The M1 air taxi from Yufeng Future is a 2-ton eVTOL that features fully autonomous flight capabilities and aims to offer competitive pricing similar to traditional taxi services [2] - NSK China showcased core components for eVTOLs, emphasizing their role in supporting the industry through mature technology and solutions tailored to different aircraft needs [2] Cost and Practicality Focus - The low-altitude economy is transitioning from conceptual discussions to a focus on practical implementation and cost control, driven by technological advancements and supportive policies [3] - A report from Guoyuan Securities indicates that financing in the eVTOL sector is expected to exceed 6.5 billion yuan in 2024, with local government funds exceeding 7 billion yuan to support the industry [3] - Industry leaders stress the importance of economic viability, with logistics and agricultural applications seen as key areas for growth due to their high-frequency demand [3] Future Market Potential - The market for low-altitude economy in China is projected to reach 3.5 trillion yuan by 2035, with companies that can achieve cost-effective and practical applications likely to gain a competitive edge [4] - The current phase of the low-altitude economy is characterized by cost pressures in early development stages, but supportive policies and financial tools are helping to reduce financing costs for companies [3][4]