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 rapidly developing, with a projected market size of 1.5 trillion yuan by 2025 and expected to exceed 3.5 trillion yuan by 2035 [1][2] Group 1: Market Growth and Policy Support - The low-altitude economy has been included in government work reports for 2024 and 2025, indicating strong policy support and alignment with industry growth [2] - The civil drone market is expected to grow by 15% year-on-year by 2025, while the annual order value for eVTOLs has surpassed 30 billion yuan as of November 2025 [2] Group 2: Technological Advancements - The successful first flight of the AR-E800, an 800 kg electric vertical take-off and landing aircraft, showcases significant technological breakthroughs in the industry [3] - Continuous R&D efforts are focused on enhancing safety, battery life, and rapid recharging capabilities, indicating a shift towards commercial-scale applications [4] Group 3: Application Expansion - The implementation of new policies aims to accelerate the cultivation and application of low-altitude economic scenarios, highlighting its potential as a new type of land-air interconnected infrastructure [5] - The number of manned aircraft operating companies reached 801, while drone operating companies exceeded 19,900, reflecting increasing industry participation [2] Group 4: Future Outlook - Experts predict that 2026 will be a critical year for the low-altitude economy to transition from technical validation to large-scale commercialization [6][8] - Various regions are developing differentiated strategies based on local characteristics, contributing to a complementary and symbiotic low-altitude economic ecosystem [8]