超15万家企业“抢跑”低空经济 应用场景成商业化落地关键

Core Insights - The low-altitude economy market in China is expected to reach 1.5 trillion yuan by 2025 and exceed 2 trillion yuan by 2030, indicating strong growth momentum [1] - As of November 2025, there are 154,300 existing low-altitude economy-related enterprises in China, with 42,900 registered in 2025 alone, marking a year-on-year increase of 152.94% [1] - Despite rapid expansion, the low-altitude economy faces challenges such as low financing amounts, inadequate infrastructure, and a high proportion of newly established companies [1][5] Policy and Development - 2025 is identified as a critical turning point for the low-altitude economy, with the establishment of the Low Altitude Economy Development Department by the National Development and Reform Commission [2] - Over 30 provinces have included low-altitude economy initiatives in their government work reports, providing subsidies for various sectors including low-altitude logistics and infrastructure [2] - Specific plans, such as those from Hangzhou and Shanghai, aim to develop comprehensive low-altitude economic frameworks and achieve significant industry scale by 2027 [2][3] Financing and Investment - The low-altitude economy sector has seen 52 financing cases by mid-2025, with a total financing amount exceeding 1.7 billion yuan, reflecting a year-on-year growth of 48.6% [3] - Notable companies like Wolant Aviation and Yufeng Future have successfully completed multiple rounds of financing, indicating investor confidence in the eVTOL market [3] Challenges and Obstacles - The eVTOL industry faces high R&D costs and long development cycles, with many leading companies struggling with limited financing [6] - Current business models in the low-altitude economy are not fully developed, with many applications still in the early stages of commercialization [6][10] - Infrastructure development is insufficient, with challenges related to quantity and structural balance, as well as a lack of unified standards [7][8] Recommendations for Development - Increased government support is needed for early-stage eVTOL companies, including financial assistance and infrastructure development [8] - A focus on local demand and unified industry standards is essential for the sustainable growth of the low-altitude economy [8][10] - The industry must transition from basic flight capabilities to stable, cost-effective operations, and develop a comprehensive urban service system [11]