政策资本双轮驱动，低空经济叩开万亿赛道，哪些企业引领创新潮？

Group 1: Market Overview - The low-altitude economy in China is expected to reach a scale of 3.5 trillion yuan by 2035, with a market size of 1.5 trillion yuan projected by 2025 [4][6] - Over 250 cities are accelerating the implementation of low-altitude economic projects, supported by more than 213 investment cases this year, bringing significant financial support to the industry [4][5] Group 2: Policy Support - National and local policies are effectively linked to promote the development of the low-altitude economy, with the central government providing strategic planning and local governments implementing specific plans [3][4] - The Civil Aviation Administration of China has released interim regulations for unmanned aerial vehicle flight management, and the China Civil Airport Association has published the "Low Altitude Economic Infrastructure Framework Guidelines (2025 Edition)" [3] Group 3: Capital Investment - Financial institutions are accelerating their involvement in the low-altitude economy through policy support, resource integration, and product innovation, with significant investments in various segments [5] - As of September 22, 2023, there have been 213 investment cases in the low-altitude economy, totaling approximately 23.472 billion yuan, with a notable focus on low-altitude aircraft manufacturing and application innovation [5] Group 4: Industry Growth - The number of low-altitude economy-related enterprises in China has exceeded 84,000, with an expected addition of 12,000 new registrations by 2025 [6] - The industry is characterized by a collaborative development model involving national regulations, local scenario exploration, and industry innovation [6] Group 5: Company Developments - Tianhe Defense focuses on the research, production, and delivery of low-altitude defense equipment, with its core product, a portable air defense missile intelligence command system, gaining wide recognition in the market [6] - Other companies, such as Weixin Aerospace and China Post, are also making strides in the low-altitude economy with innovative products like the Vector5 eVTOL and ZC500 drone, respectively [8]