工信部“形成一批典型低空应用场景”，低空经济有望快速增长

Core Viewpoint - The Chinese government is strengthening the low-altitude economy through infrastructure development, aiming for a 90% coverage of ground mobile communication networks for low-altitude public air routes by 2027, which will support various applications in urban governance, logistics, and tourism [1][2] Group 1: Policy and Strategic Development - The Ministry of Industry and Information Technology and four other departments have issued guidelines to enhance the capacity of the information and communication industry to support low-altitude infrastructure development [1] - The low-altitude economy has been included in the government work report for two consecutive years, indicating its strategic importance [1] - The "14th Five-Year Plan" suggests accelerating the development of strategic emerging industries, including the low-altitude economy [1] Group 2: Infrastructure and Technological Advancements - By 2027, a comprehensive standard framework for the low-altitude economy will be established, covering aircraft, infrastructure, and safety regulation [1] - Regions like Shanghai and Guangdong have already developed regional low-altitude communication networks using 5G-A technology, addressing signal compatibility issues for multiple drones [1] - Major telecom operators, including China Telecom and China Mobile, have deployed integrated 5G-A networks in over 300 cities, enabling continuous detection and high-precision positioning for low-altitude targets [1] Group 3: Market Outlook and Investment Opportunities - The low-altitude economy is expected to maintain rapid growth, with market size projected to exceed 1 trillion yuan by 2026 [2] - The A-share market is likely to benefit from the accelerated commercialization of the low-altitude economy, focusing on infrastructure pioneers and leading companies in logistics and tourism [2] - Attention should be given to core component suppliers involved in low-altitude communication network construction [2]