从“路网”到“空网”：闪送携手杭州编织下一代城市无人配送网络

Core Insights - The low-altitude economy is rapidly developing as a key component of new productive forces under the guidance of the technology-driven national strategy [1] - Flash Delivery (Nasdaq: FLX) is actively responding to national calls by innovating through drone delivery, enhancing user experience with faster, safer, and higher-quality services [1][3] - A city-level low-altitude logistics delivery solution has been successfully implemented in Hangzhou, entering the commercialization verification phase [1][3] Industry Overview - Low-altitude logistics is emerging as a viable solution to traditional ground delivery challenges, particularly for long-distance orders, peak congestion, fragile items, and urgent documents [3] - The solution is based on a "government-led, market-operated, multi-party collaboration" principle, integrating low-altitude infrastructure, delivery demand, and intelligent drone capacity [3][4] Company Strategy - Flash Delivery's low-altitude logistics solution includes four core modules: infrastructure construction, delivery demand access, capacity supply integration, and an operational management platform [3] - The company leverages its extensive user base and big data capabilities to enhance delivery efficiency and provide real-time operational support [6] Operational Achievements - The initial flight routes have been launched with zero flight anomalies and zero safety incidents, demonstrating the technical feasibility and operational reliability of urban low-altitude logistics [4] - Flash Delivery has accumulated significant data resources and scheduling experience over 11 years, covering 298 cities and over 300 million certified couriers [6] Future Plans - By the end of 2025, Flash Delivery aims to establish a city-level low-altitude logistics network in Hangzhou, providing a replicable success model for national low-altitude economic development [8]