中国经济“向新力”｜低空“飞”出经济“新高度”

Core Viewpoint - The low-altitude economy in China is transitioning from pilot projects to large-scale applications, with a projected market size of 1.5 trillion yuan by 2025 and over 2 trillion yuan by 2030, indicating strong growth momentum in the industry [1] Group 1: Market Potential and Growth - The low-altitude economy encompasses various low-altitude flight activities, including manned and unmanned aerial vehicles, which are expected to drive commercial activities and public services [1] - China holds approximately 70% of the global market share in consumer drones, with 969 companies registered in the civil unmanned aerial vehicle product information system and over 478 million related aircraft [1] - The value chain of the drone industry in China shows that upstream segments account for 70% of the output value, while design, testing, and operational services each account for 15% [2] Group 2: Technological and Industrial Foundations - China's competitive edge in new energy industries provides supply chain advantages for low-altitude aircraft manufacturing, including technology accumulation in batteries, materials, and control systems [2] - The successful delivery of the first 100 light sport aircraft by a company in just two years demonstrates the market's recognition of low-altitude economic products [2] - By 2035, the value of China's drone logistics is expected to exceed 1 trillion yuan, with an annual growth rate of around 20% [2] Group 3: Policy and Regulatory Environment - The establishment of the National Development and Reform Commission's low-altitude economic development department in 2024 aims to address multi-head management issues and provide institutional support for the industry [3] - Shenzhen has introduced the first legislative framework for low-altitude economic development, establishing a classified airspace management mechanism to ensure sustainable industry growth [3] - The government is enhancing pilot programs and systematic layouts to tackle challenges in commercial models and infrastructure, promoting collaborative development in the aviation industry [3] Group 4: Transition from Policy to Market-Driven Growth - The low-altitude economy is shifting from being policy-driven to market-driven, unlocking broader value spaces as infrastructure and management bottlenecks are gradually resolved [4] - The continuous validation of scenarios is enhancing the economic viability of the low-altitude sector, indicating a strengthening of its "blood production capacity" [4]