低空物流商业前景广阔

Core Insights - The low-altitude logistics market is expected to evolve from "short-distance, low-altitude, low-speed, small-scale, pilot, and specific scenarios" to "long-distance, mid-high altitude, high-speed, medium-large scale, and commercial operations" over the next five years, growing into a market worth hundreds of billions [1] - The efficiency of drone cargo transport is high, and costs are continuously decreasing, with initial signs of commercial operations emerging, particularly in urban last-mile delivery scenarios that have completed the "0 to 1" process and are poised for large-scale commercial operation [1] - The development of drone cargo transport will proceed in two phases over the next 3 to 5 years: Phase one focuses on expanding city and route scale, while Phase two aims to increase flight density for further scale expansion [1] - As the penetration rate of drone cargo transport in the express and instant delivery markets continues to rise, the investment window for the low-altitude logistics (drone cargo) industry is opening, with total investment expected to exceed 50 billion in the next three years [1] - The low-altitude economy is in its early stages and faces challenges; based on research into the low-altitude economic industry chain, the three core variables currently restricting the acceleration of low-altitude economic development in China are the maturity of aircraft, the completeness of infrastructure, and airspace management capabilities [1]