向天空要生产力！ 低空经济万翼齐扬

Core Viewpoint - The low-altitude economy in China is rapidly developing, transitioning from conceptual exploration to practical applications across various sectors, driven by policies and technological advancements in drones and eVTOLs [2][10]. Group 1: Industry Developments - China Post is piloting drone deliveries for agricultural products and medicines in 16 provinces, while Meituan has launched 65 drone routes in major cities, completing over 740,000 orders [1] - By the end of 2025, the Chinese market is expected to have approximately 3.5 million registered drones, 5,000 models, and 28,000 drone operators, with flight hours reaching 26.66 million [3] - The low-altitude market is witnessing a surge in orders, with companies like Yufeng Future securing 200 M1 series orders worth over 2 billion yuan at the 2025 China International Import Expo [4] Group 2: Infrastructure and Technology - Shanghai Telecom has established a digital infrastructure called "Zhiyun Shanghai" to support low-altitude economic development, enhancing delivery efficiency by nearly 50% for medical samples [5] - A comprehensive 5G-A low-altitude network has been deployed in Shanghai, enabling real-time airspace monitoring and communication for drones [6] - By the end of 2025, over 20 cities in China are expected to have established low-altitude takeoff and landing points, with Suzhou already having over 140 operational [7] Group 3: Investment and Financing - The low-altitude economy has seen 52 financing cases in the first half of 2025, with a total amount exceeding 1.7 billion yuan, indicating strong capital interest in eVTOL and drone systems [9] - Companies like Shike Technology and Wolant have successfully completed multiple rounds of financing, indicating a trend of cross-industry collaboration and investment in the low-altitude sector [9] Group 4: Future Outlook - The development of the low-altitude economy is expected to focus on safety, infrastructure, and technological integration, with projections indicating its contribution to GDP could rise from 0.3% to 1.2% by 2030 [10] - The year 2026 is anticipated to be a critical period for the establishment of low-altitude infrastructure and airspace management systems, paving the way for large-scale commercial operations of passenger eVTOLs [11]