下一个“基建狂魔”，中国再次弯道超车？|低空观察家

Core Insights - The low-altitude economy is rapidly evolving in China, particularly in the Guangdong-Hong Kong-Macao Greater Bay Area, driven by favorable policies and leading companies like Xpeng Heavens and DJI [2][4] - By 2025, the market size of China's low-altitude economy is projected to reach 1.5 trillion yuan, with a talent gap of 1.5 million [2][4] - The low-altitude economy is seen as a new economic space that can transform previously unthinkable operations into reality, such as drone logistics and urban air mobility [9][10] Regional Development - The four major growth poles for low-altitude economy in China are the Greater Bay Area, Yangtze River Delta, Chengdu-Chongqing region, and Beijing-Tianjin-Hebei [6][7] - Each region has unique advantages: the Greater Bay Area has strong market demand and policy support; the Yangtze River Delta has a robust manufacturing base; Chengdu-Chongqing is a key aviation industrial center; and Beijing-Tianjin-Hebei benefits from rich technological resources [6][7] Employment Opportunities - There are various entry points for individuals looking to enter the low-altitude economy, such as becoming drone pilots, maintenance technicians, or involved in logistics and tourism operations [15][16] - The demand for skilled professionals in this sector is high, with positions like flight control algorithm engineers and drone pilots offering salaries starting at 1.5 million yuan annually [2][15] Infrastructure and New Construction - Key components of low-altitude new infrastructure include takeoff and landing facilities, communication networks, monitoring and regulatory systems, navigation and positioning facilities, energy supply stations, and air traffic management systems [12][13] - These infrastructures are essential for ensuring the safety and efficiency of low-altitude operations [12][13] Industry Leaders and Market Dynamics - DJI is currently a leading player in the drone industry, with potential for becoming a market "dark horse" as it seeks to go public [22] - The low-altitude economy is characterized by a multi-tiered structure of leading companies, focusing on areas such as aircraft manufacturing, power systems, and air traffic management [24] - Institutions are particularly interested in companies with strong core technologies and clear commercialization paths, as well as those benefiting from supportive policies [24][25]