以协同创新激活空天信息产业全链条

Core Viewpoint - The establishment of the Commercial Space Administration and the issuance of the "Action Plan for Promoting High-Quality and Safe Development of Commercial Space (2025-2027)" signify a new phase of institutionalization and systematization in China's aerospace information industry, aiming to expand human activity into low-altitude, high-altitude, and near-Earth orbit, thus reshaping the global industrial landscape and driving high-quality development [1][2]. Group 1: Strategic Value of Aerospace Information Industry - The strategic value of the aerospace information industry is being restructured due to technological innovations and global competition, making it a key indicator of national strength and a strategic barrier for national security and development interests [2][4]. - The low-altitude economy, focusing on areas below 3,000 meters, is transforming previously idle resources into productive forces, with the market expected to reach 670.25 billion yuan in 2024, growing at a rate of 32.5% [3][5]. Group 2: Global Competition and Market Potential - The global commercial space market is projected to exceed $1.5 trillion by 2030, with near-Earth orbit industries accounting for 65%, intensifying resource competition [4]. - The aerospace information industry is characterized by high technology, high added value, and high driving force, creating significant new demand and employment opportunities, particularly in logistics, agriculture, and emergency services [5][6]. Group 3: Development Advantages in China - China's rapid rise in the aerospace sector is supported by its early development in the low-altitude economy, breakthroughs in commercial space, continuous institutional innovation, and deep integration of digital technologies [6][7]. - The low-altitude economy has established a complete industrial chain from technology research and development to equipment manufacturing and application, with China holding a 72% share of the global civil drone market in 2024 [7]. Group 4: Institutional Innovation and Policy Support - Institutional innovation is crucial for the development of the aerospace information industry, with reforms in airspace management and the establishment of a dedicated regulatory body enhancing the environment for commercial space [8][9]. - The "Action Plan" aims to streamline approval processes and create a unified policy framework, fostering a competitive environment for private enterprises [8][11]. Group 5: Technological Integration and Future Outlook - The integration of AI and big data with the aerospace industry is reshaping development models, enhancing efficiency and expanding application scenarios [9][10]. - The future of the aerospace information industry in China is expected to be driven by continuous collaboration, innovation, and institutional optimization, positioning it as a new growth engine for the economy [12].