上海剑指“世界eVTOL之都”

Core Viewpoint - Shanghai is transitioning from planning to industrialization in the low-altitude economy, aiming for a core industry scale of approximately 80 billion yuan by 2028, establishing a complete industrial chain for new low-altitude aircraft, and positioning itself as a "world eVTOL capital" [1] Group 1: Policy Development - The recent policy document, "Several Measures," supplements the previously released "Action Plan for High-Quality Development of Low-Altitude Economy (2024-2027)," focusing on manufacturing capabilities, enterprise hierarchy, application scenarios, and regional collaboration [2] - The new policy is seen as a significant boost for low-altitude enterprises in Shanghai, providing concrete support for the action plan and clarifying the goal of becoming an eVTOL hub [2][4] Group 2: Manufacturing and Capability - The "Several Measures" outlines three key tasks for building the low-altitude advanced manufacturing industry cluster, emphasizing the need for quantifiable manufacturing capabilities [3][4] - Shanghai aims to cultivate and attract 10 leading manufacturers in eVTOL, industrial-grade drones, and new energy aviation aircraft, achieving a production capacity of over 500 new aircraft and generating an additional investment of over 20 billion yuan [4] Group 3: Regional Collaboration - The policy emphasizes enhancing regional collaboration, aiming to establish a national-level testing platform for new low-altitude aircraft and promoting applications in smart logistics, public governance, and production operations [5] - The integration of resources and optimization of layouts across the Yangtze River Delta region is expected to provide substantial benefits for low-altitude enterprises [5][6] Group 4: Financial Support and Innovation - The new policy clarifies financial support for research and certification processes, reducing cash flow pressures for innovative SMEs during technology development and market validation phases [7] - Local government intervention in the testing and certification stages is intended to share risks with enterprises, accelerating the transition of technology from laboratories to market [7] Group 5: Market and Investment Trends - The low-altitude economy has been included in significant national policy documents for two consecutive years, with local governments accelerating their actions [7] - The capital market's interest is rising, with the China Securities Regulatory Commission expanding the application of the fifth set of listing standards to support enterprises in frontier technology fields, including low-altitude economy [7]