密集布局、利好不断 多地低空经济开年“起飞”

Core Insights - The low-altitude economy is gaining strategic importance in major economic provinces, with a focus on developing a trillion-yuan market [1][3] - Shanghai aims to achieve a core industry scale of approximately 80 billion yuan by 2028, establishing a complete industrial chain for low-altitude new aircraft [1] - The Guangdong-Hong Kong-Macau Greater Bay Area is also experiencing rapid growth in low-altitude logistics and drone operations, indicating a burgeoning trillion-yuan market [1] Industry Development - The low-altitude economy refers to activities conducted below 1,000 meters using manned and unmanned aircraft, with a projected market size of 1.5 trillion yuan by 2025 and over 3.5 trillion yuan by 2035 in China [3][4] - The National Development and Reform Commission has released a classification for low-altitude economy, defining its scope and categorizing it into four major industries [3][4] Technological Advancements - Guangdong's low-altitude economy has reached a scale of over 100 billion yuan, with more than 2,000 manufacturers of low-altitude flying devices [4][5] - Domestic low-altitude flying devices have seen significant advancements, with over 1,081 registered companies and more than 5.29 million units of equipment [5][6] Practical Applications - Low-altitude economy applications are becoming part of daily life, such as drone delivery services in Shenzhen and air delivery systems along the Yangtze River in Nanjing [6] - Emergency services are also benefiting, with drones reducing delivery times for critical supplies from one hour to 18 minutes in Tianjin [6] International Expansion - The low-altitude equipment sector is emerging as a new growth point in foreign trade, with significant international orders for electric vertical takeoff and landing aircraft [7] - Companies in Shenzhen are advancing from product exports to a more integrated approach involving technology transfer and international collaboration [7]