雄安新区专题研究：积极布局低空经济赛道，推动低空产业高质量发展

Investment Rating - The report rates the low-altitude economy industry as "Positive" [6] Core Insights - Xiong'an New Area is actively developing the low-altitude economy industry, aiming for high-quality growth and innovation [1][4] - The low-altitude economy is recognized as a strategic emerging industry, with significant policy support from both central and local governments [2][17] - The market for the low-altitude economy is substantial, with a projected contribution to the national economy reaching approximately 503.5 billion yuan in 2024, reflecting a growth rate of 29.03% from 2022 [3][36] Summary by Sections 1. Xiong'an New Area's Development of Low-Altitude Economy - Xiong'an New Area is positioned to relieve Beijing's non-capital functions and attract high-quality enterprises, supported by favorable policies and infrastructure [1][9] - The area has introduced 12 policy measures to support the low-altitude economy, including incentives for innovation and talent acquisition [1][12] 2. Policy Support and Commercialization Acceleration - The low-altitude economy encompasses various low-altitude flight activities, with significant government policies introduced to promote its development [2][17] - The central government has included the low-altitude economy in its strategic emerging industries, indicating strong future growth potential [2][17] 3. Market Size and Development Potential - The low-altitude economy's contribution to the national economy was approximately 400 billion yuan in 2022, with forecasts of 463.3 billion yuan in 2023 and 503.5 billion yuan in 2024 [3][36] - The market is expected to grow at a CAGR of 12.1% from 2025 to 2030, indicating substantial future potential [3][36] 4. Investment Recommendations - The long-term market potential of the low-altitude economy is vast, with rapid development supported by local policies and leading enterprises [4][39] - Investors are encouraged to focus on regional investment opportunities in the low-altitude economy within Xiong'an New Area [4][39]