方正富邦基金经理吴昊：低空经济离我们还有多远？

Group 1 - The concept of low-altitude economy refers to economic activities conducted in airspace below 1,000 meters, primarily involving manned and unmanned aerial vehicles for various applications such as transportation, logistics, agriculture, tourism, and training [1] - The low-altitude economy encompasses a supply chain that includes raw materials and core components, midstream products like drones and aircraft, and downstream applications requiring flight approvals and airspace registration [1] Group 2 - Since being included in the government work report in March 2024, the low-altitude economy has seen significant developments, including the issuance of the world's first operational certificate for a manned unmanned aerial vehicle by a subsidiary of EHang in March 2025 [3] - Major companies have secured substantial orders, such as Volant Aerotech's 30 billion RMB order for eVTOL aircraft and a 1.75 billion USD order for 500 eVTOLs from a Thai company, indicating strong market interest and investment in the sector [4] - The scale of China's low-altitude economy has surpassed 505.95 billion RMB in 2023, with a year-on-year growth rate of 33.8%, and it is projected to reach 1.5 trillion RMB by 2025 [4] Group 3 - The low-altitude economy is penetrating various fields, with applications in logistics, agriculture, and public services, enhancing efficiency and consumer experiences [5] - While the integration of low-altitude economy into daily life may take time, advancements in technology and supporting measures are expected to accelerate its adoption [5]