市场最前沿｜逐空而上！低空经济加速启航万亿新赛道

Core Insights - The low-altitude economy in China is projected to reach a market size of 1.5 trillion yuan by 2025 and exceed 3.5 trillion yuan by 2035, indicating significant growth potential in this sector [1] - The integration of low-altitude economic activities into daily life is accelerating, with government policies supporting its development, including its inclusion in the 14th Five-Year Plan [1] - The industry is witnessing a surge in both equipment and application, with the civil drone market expected to grow by 15% year-on-year by 2025, and eVTOL orders exceeding 30 billion yuan by November 2025 [1] Equipment Development - Civil drones and eVTOLs are identified as key components of China's low-altitude economic development, with a continuous expansion of the industry scale [1] - The first domestically produced 800 kg electric vertical take-off and landing aircraft, AR-E800, successfully completed its maiden flight, showcasing advancements in technology and versatility in cargo transport [1] - New products are being developed, such as the multi-rotor flying car GOVY AirCab, which is currently undergoing airworthiness certification [1] Application Growth - The number of manned aircraft operating companies reached 801, while drone operating companies surpassed 19,900, reflecting increased industry participation [1] - In the first half of 2025, drone flight hours totaled 24.47 million, indicating a rapid growth in market demand [1] - The low-altitude economy is expanding its application scenarios, including emergency rescue, medical aid, and logistics, with a focus on safety and AI technology integration [1][3] Regional Development - The low-altitude economy is becoming a strategic emerging industry cluster in China, with different regions developing unique strengths based on their characteristics [3] - Cities like Shanghai, Shenzhen, and Chongqing are leading the way in eVTOL development, drone manufacturing, and low-altitude tourism, respectively, contributing to a collaborative low-altitude economic ecosystem [3] - By 2026, significant advancements in airspace management and infrastructure are expected to enhance the modernization of the low-altitude economy, driving high-quality economic growth [3]