毕马威于2025年服贸会发布《国资国企发展低空经济正当时》报告

Core Viewpoint - The 2025 China International Service Trade Fair, themed "Digital Intelligence Leading, Service Trade Renewed," highlights the importance of low-altitude economy development for state-owned enterprises (SOEs) and provides strategic recommendations for their growth in this sector [1][2]. Group 1: Low-altitude Economy Development - The report by KPMG identifies over 170 listed companies in the low-altitude economy sector, with private enterprises being approximately 2.5 times more numerous than state-owned enterprises, indicating higher activity levels among private firms [2]. - State-owned enterprises have a longer establishment history and larger average asset scale and revenue, approximately 13 times that of private enterprises, showcasing their strength in the market [2]. - The low-altitude economy is significant for its ability to drive industrial transformation and enhance public service quality, with applications in logistics, medical emergencies, and urban governance [2]. Group 2: Strategic Recommendations for SOEs - KPMG's report outlines four key strategies for SOEs in developing the low-altitude economy: forming differentiated development advantages, creating industrial cluster advantages, developing "explosive" application scenarios, and striving for low-altitude economic demonstration pilot projects [3]. - Leading SOEs have already implemented advanced practices in the low-altitude industry, such as exploring "low-altitude+" application scenarios and improving infrastructure and management systems [3]. - SOEs are encouraged to establish low-altitude economic industry development funds to deepen the integration of industry and finance, attract and cultivate R&D and manufacturing enterprises, and create a sustainable ecosystem for low-altitude economic development [3][4]. Group 3: Role of SOEs as "Chain Master" Enterprises - SOEs should leverage their resources, technology, and capital to act as "chain master" enterprises, driving the development of low-altitude economic industrial clusters [4]. - The establishment of low-altitude economic industrial parks is essential for gathering relevant enterprises and promoting resource sharing and business collaboration [4]. - SOEs can play a leading role in technology innovation, resource sharing, and market expansion, particularly in high-risk areas with long return cycles [4][5]. Group 4: Innovation and Service Platforms - SOEs are advised to create technology innovation and service platforms that integrate policy guidance, technology R&D, and resource sharing to enhance the commercial and functional value of low-altitude economic data [5]. - The establishment of industry funds can empower the development of the low-altitude industry by collaborating with leading investment institutions and focusing on high-growth areas such as drone and eVTOL manufacturing [5][6]. - Utilizing industry funds can help mitigate investment risks, enhance trust among social capital and partners, and facilitate access to innovative resources and market opportunities [6].