Core Viewpoint - The competition in the low-altitude economy is shifting from merely achieving flight to focusing on long-distance and heavy-load capabilities, with the market experiencing a growth rate exceeding 30% annually [1][2]. Group 1: Market Development - The low-altitude economy in China is rapidly developing, with a market growth rate exceeding 30% annually as highlighted in the "Low Altitude Economy Blue Book: Development Report (2025)" [1]. - The introduction of heavy-load drones and long-range aircraft is marking the transition to a "ton-level" era in the low-altitude economy, with several products being launched and delivered [2]. Group 2: Product Innovations - The Platinum T1400 drone, developed by United Aircraft Group, has a maximum takeoff weight of 1,400 kg and a payload capacity of 650 kg, showcasing impressive endurance of over 8 hours [2]. - The AR-E800 eVTOL, developed by China Aviation Industry Group, has secured 20 confirmed orders and 140 intended orders, indicating strong market interest [2]. - The VT35, launched by EHang, has a maximum takeoff weight of 950 kg and aims to create an "air traffic one-hour" living circle in major urban areas [4]. Group 3: Application Scenarios - Current low-altitude aircraft are increasingly being designed for practical applications in logistics and inspection, particularly in extreme environments [3][4]. - The AR-E800 features a modular cargo bay and can operate in various environments, including scenic area support and short-distance cargo transport [3]. Group 4: Industry Support and Policy - The semiconductor industry is experiencing growth in design orders for specialized SoC chips due to the demand for lightweight and low-power drones [6]. - Policies from local governments, such as those in Guangzhou and Chongqing, are supporting the development of the low-altitude economy through financial incentives and strategic planning [7].
低空经济迈向“吨级”时代 重载长航程产品成竞争新焦点