“eVTOL五小龙”齐聚 上海争夺低空经济先发优势

Core Insights - Shanghai is focusing on developing electric vertical takeoff and landing aircraft (eVTOL) to capture the low-altitude economy, with the establishment of a significant transportation node in the Yangtze River Delta [2][4] - The city aims to achieve a core industry scale of approximately 80 billion yuan in the low-altitude economy by 2028, creating a complete industrial chain for new aviation vehicles [4][5] - Shanghai's strategic initiatives are part of a broader transition towards a future-oriented manufacturing model, integrating advanced manufacturing, digital technology, and artificial intelligence [3][5] Policy Initiatives - Shanghai has introduced several supportive policies for the low-altitude economy and commercial aerospace, including the "Measures" and "Action Plan" aimed at fostering investment and innovation in these sectors [2][4] - The government is providing financial support for eVTOL projects, with funding up to 10 million yuan for key manufacturing capabilities and technology breakthroughs [5][6] Industry Development - As of December 2025, Shanghai is home to at least 251 low-altitude economy startups, with 66 eVTOL and drone manufacturers, representing over 50% of the country's leading eVTOL companies [6][7] - The city has a robust aviation industry ecosystem, including expertise in aircraft design, manufacturing, and airworthiness certification, which supports the growth of eVTOL enterprises [6][7] Infrastructure and Challenges - Infrastructure development is identified as a major bottleneck for the low-altitude economy, with calls for improved vertical takeoff and landing sites and enhanced low-altitude communication and navigation systems [8][9] - The industry is in its early stages, with public concerns about the safety of eVTOL products, necessitating a focus on compliance and safety verification throughout the development process [9]