建筑工程行业专题报告：低空经济万亿市场规模，设计企业率先受益

Investment Rating - The report indicates a positive outlook for the low-altitude economy, projecting a market size of 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035 [10][12]. Core Insights - The low-altitude economy encompasses both traditional general aviation and drone-supported services, integrating digital management technologies and various economic activities, thus presenting significant growth potential [10]. - National policies have increasingly recognized the low-altitude economy, with various strategic initiatives and frameworks established since 2010 to promote its development [12]. - In 2024, 26 provinces have introduced supportive policies for the low-altitude economy, indicating a competitive push among regions to capitalize on this emerging market [16]. Summary by Sections Market Size Projections - The low-altitude economy is expected to reach a market size of 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035, driven by advancements in technology and integration with various sectors [10]. National Policy Framework - The low-altitude economy has been incorporated into national planning, with significant policy developments occurring since 2010, including the establishment of non-restricted airspace for drones and general aviation [12][13]. Regional Development Initiatives - Various provinces have set ambitious targets for the low-altitude economy, with plans to achieve significant market sizes by 2025 and 2027, showcasing a competitive landscape for development [16][17]. Infrastructure and Beneficiary Companies - Infrastructure development is crucial for the low-altitude economy, with planning and design firms positioned to benefit from the construction of general airports and related facilities. Key companies include Shenzhen Urban Transport, Huase Group, and others [4][16].