风起低空：中国经济新引擎 | 两说

Core Viewpoint - The emergence of low-altitude economy is seen as a new economic revolution in China, with potential to redefine urban airspace and create new growth opportunities [1]. Group 1: Low-altitude Economy Overview - The low-altitude economy is positioned as a trillion-level industry, focusing on electric aviation as the next major growth area [3]. - By 2025, the low-altitude economy is projected to reach a scale of 1.5 trillion yuan, with expectations to exceed 3.5 trillion yuan by 2035 [9]. Group 2: Technological Innovations - The "Wind Matrix" at the Shenzhen Deep Thought Laboratory simulates complex low-altitude wind scenarios, addressing three major global challenges: digital capture and management of complex flow fields, precision breakthroughs in micro-meteorological forecasting, and communication and navigation in complex electromagnetic environments [5][6][7]. Group 3: Investment Opportunities - The first wave of investment opportunities in low-altitude infrastructure includes test flight fields, vertical take-off and landing points, and communication facilities [9]. - Emergency rescue and high-rise fire extinguishing scenarios are identified as initial commercial pathways for low-altitude applications [9]. Group 4: Standardization and Competition - The lack of a unified global standard for low-altitude economy presents an opportunity for China to establish its own standards, potentially leading the industry in the next decade [11]. - Mastery of standard-setting is viewed as a critical factor in determining the future landscape of the industry [11][17]. Group 5: Economic Transformation - The transition to a low-altitude economy signifies a shift from a two-dimensional to a three-dimensional economic model, with airspace potentially becoming a new economic resource, akin to land [13][14]. - The vision for the future includes the possibility of widespread personal air travel, transforming urban mobility [15].