低空经济迎来标准 上市公司卡位“抢跑”
Shang Hai Zheng Quan Bao·2026-02-02 18:45

Core Insights - The establishment of a low-altitude economy standard system is a significant milestone, aiming to create a structured and systematic approach to the industry by 2027 and to exceed 300 standards by 2030, supporting safe and healthy development [2][3][4] Industry Development - The low-altitude economy in China is entering a phase of accelerated industrialization, forming a comprehensive ecosystem that includes technology research and development, equipment manufacturing, operational services, and infrastructure [3][4] - The construction guidelines emphasize five core areas: low-altitude aircraft, low-altitude infrastructure, air traffic management, safety regulation, and application scenarios, creating a "four-dimensional integration" standard supply system [4][5] Policy Impact - The clear standard system from the central government is expected to facilitate the implementation of local supporting standards, enhancing efficiency and guiding capital investment in the industry [5][6] - The guidelines are seen as a catalyst for innovation and entrepreneurship in the low-altitude economy, providing clearer development paths for companies and encouraging participation in standard formulation [6][9] Corporate Strategies - Companies are actively positioning themselves in the low-altitude economy by establishing research institutes and increasing R&D investments, with several listed companies announcing significant fundraising efforts for projects related to low-altitude vehicles and smart transportation [9] - For instance, Fulin Precision plans to raise 3.175 billion yuan for various projects, including low-altitude vehicle power systems, while Deep City Transportation aims to raise up to 1.8 billion yuan for smart transportation equipment and applications [9]

低空经济迎来标准 上市公司卡位“抢跑” - Reportify