晶采观察丨密集布局、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-level market [2] - 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 [2] - The Guangdong-Hong Kong-Macau Greater Bay Area is also experiencing rapid growth in low-altitude economy, with significant advancements in drone logistics and cross-city routes [2] Industry Overview - The low-altitude economy refers to activities conducted below 1,000 meters using manned and unmanned aircraft for various services [4] - The China Civil Aviation Administration predicts that the market size of the low-altitude economy will reach 1.5 trillion yuan by 2025 and exceed 3.5 trillion yuan by 2035 [4] - The introduction of supportive policies and the establishment of a classification system for low-altitude economy are accelerating its development [4][5] 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 [5] - Domestic companies have registered over 1,081 related enterprises and produced more than 5.29 million units of low-altitude equipment, showcasing a robust growth trajectory [5] Practical Applications - Low-altitude economy applications are becoming part of daily life, such as drone delivery services in Shenzhen and air delivery in Nanjing [7] - Emergency services are also benefiting, with drones reducing transport time for critical supplies from one hour to 18 minutes [7] International Expansion - Low-altitude equipment is emerging as a new growth point in foreign trade, with significant overseas orders for electric vertical takeoff and landing aircraft [8] - The industry is not only exporting products but also promoting internationalization of the entire supply chain through technology transfer and collaborative standards [8]