赛迪研究院：2026年低空经济、商业航天、机器人等战略性新兴产业的投资与产出有望保持高速增长

Core Insights - The report by the China Electronic Information Industry Development Research Institute forecasts that by 2026, strategic emerging industries such as low-altitude economy, commercial aerospace, and robotics will experience rapid growth in investment and output, serving as key drivers for the overall upgrade of the equipment manufacturing industry [1][2] - The equipment manufacturing industry is expected to transition from "scale expansion" to "quality and efficiency improvement," with new productive forces accelerating their growth [1] - The industry will enter a new phase characterized by structural adjustment and innovation-driven development, leading to a more rational industry structure and more robust growth momentum [1] Industry Trends - The core development trends for the industry will focus on high-end, intelligent, and green manufacturing, driven by the national push for a modern industrial system and the acceleration of new productive forces [1] - The investment and output in strategic emerging industries are anticipated to maintain high growth rates, becoming crucial engines for the overall upgrade of the industry [1] Challenges and Governance - The industry faces challenges such as irrational competition and rising accounts receivable, prompting national authorities to initiate regulatory measures [2] - It is expected that governance efforts will intensify in 2026 to curb low-level redundant construction and disorderly price competition, guiding enterprises towards differentiated and high-quality value creation [2] - Overall operational efficiency and profitability of the industry are projected to improve significantly as a result of these governance efforts [2]