多轮驱动发力，1.5万亿元！低空经济增长强劲 向“规模化落地”跨越

Core Insights - The low-altitude economy in China is experiencing rapid growth, with the market expected to reach 1.5 trillion yuan by 2025 and potentially exceed 2 trillion yuan by 2030, indicating a strong upward trend in industry development [1][4]. Industry Growth - The low-altitude equipment industry has made significant breakthroughs, with 969 companies registered in the civil unmanned aerial vehicle product information system, and over 478 million aircraft recorded [4]. - The output value of civil aviation products is projected to surpass 160 billion yuan in 2024, reflecting a year-on-year growth of 23.6% [6]. Policy and Regional Development - Policy initiatives have led to successful pilot projects in regions such as Xinjiang, the Guangdong-Hong Kong-Macao Greater Bay Area, and the Yangtze River Delta, particularly in the low-altitude logistics sector [9]. - In 2024, over 140 new low-altitude logistics routes are expected to be opened, with instant delivery orders reaching 48 billion [9]. Urban Development and New Business Models - Cities like Shenzhen, Chengdu, and Nanchang are developing low-altitude industry clusters, fostering new business models in areas such as drone logistics, manned travel, and low-altitude tourism [12]. - The low-altitude economy is seen as a crucial driver for regional coordinated development and industrial upgrading [12]. Challenges and Solutions - The low-altitude economy faces challenges including infrastructure layout, airspace resource utilization, innovation in business models, and talent shortages [14][16]. - To address these challenges, China is enhancing pilot projects and systematic layouts, focusing on infrastructure, airspace optimization, and ecosystem integration [18]. Future Outlook - The industry is transitioning from being policy-driven to market-driven, with ongoing efforts to resolve bottlenecks in infrastructure, airspace management, and business models [20].