天翼智库：低空经济发展趋势与路径研究报告 2025

Core Insights - The report focuses on the development trends and pathways of China's low-altitude economy, highlighting its strategic importance and the challenges it faces in terms of uneven regional development and structural imbalances within the industry [1][2]. Group 1: Current Status and Challenges - The low-altitude economy has become a strategic emerging industry, with numerous national and local policies being introduced, such as the inclusion of low-altitude economy in the 2025 Civil Aviation Law revision [1]. - The industry structure shows a contradiction of "strong upstream, weak midstream, and hot downstream," with innovation resources concentrated in the Yangtze River Delta and Pearl River Delta regions, leading to uneven regional development [1][2]. - The report predicts that by 2030, the low-altitude economy will enter an explosive growth phase, reaching a scale of over 1 trillion yuan and contributing nearly 3% to GDP [1][2]. Group 2: Regional Assessment and Characteristics - A three-dimensional evaluation system categorizes the country into four tiers, with Guangdong, Jiangsu, and Beijing in the first tier, showcasing distinct regional development characteristics [2]. - Typical regional pathways include Shenzhen's startup-driven infrastructure upgrades, Beijing's reliance on innovation resources to build a full industry chain, and Jiangsu's establishment of a drone operation management system [2]. Group 3: Investment Trends - Investment in the low-altitude economy is increasing, with 156 financing events in 2024 amounting to approximately 24.54 billion yuan, a 47.7% increase year-on-year [15]. - The focus of investment is primarily on early-stage projects, particularly in the eVTOL and drone manufacturing sectors, which accounted for over 50% of financing events [16][18]. Group 4: Innovation and Technology - The number of patents related to low-altitude economy technologies has been increasing since 2021, with a significant rise expected in 2024 due to an improved policy environment [10][12]. - The report emphasizes the need for a collaborative mechanism among policy, technology, scenarios, and capital to drive innovation and address challenges such as the maturity of eVTOL technology [2][22]. Group 5: Future Outlook - The low-altitude economy is expected to experience rapid growth, with a projected market size of 1.3 trillion yuan by 2030, contributing approximately 2.8% to GDP [26]. - The development will be characterized by cross-industry integration, with applications in agriculture, energy inspection, and passenger transport forming a diverse development pattern across different regions [30].