餐饮旅游行业动态跟踪：低空经济快速发展，赋能景区提升效率

Investment Rating - The report maintains a "Positive" investment rating for the restaurant and tourism industry [2]. Core Insights - The low-altitude economy is rapidly developing and is highly compatible with scenic area applications. The most socially valuable and impactful segment of the low-altitude economy is low-altitude transportation, including both cargo and passenger transport. Currently, cargo transportation is more mature than passenger transport, effectively driving the improvement of regulatory services, digital management platforms, and infrastructure in the early stages of low-altitude economic development [2][7]. - The rapid growth of the drone industry in China is notable, with approximately 608,000 new drones registered in the first half of 2024, representing a 48% increase compared to the end of the previous year. This increase in supply paves the way for the application of drones in scenic areas [7][8]. - Drones enhance operational management efficiency in scenic areas. For instance, since May 2023, Huangshan Scenic Area has been conducting regular drone transportation trials, significantly alleviating the pressure of transporting goods up and down the mountain. As of September 2023, drones have transported over 193,150 pounds of various goods, including fresh produce and waste, effectively addressing labor shortages and improving service quality for visitors [8][10]. Summary by Sections 1. Drone Assistance in Cargo Transportation - Drones are highly advantageous in cargo transportation, utilizing idle low-altitude resources efficiently and flexibly. In Huangshan Scenic Area, drone transportation has reached daily volumes of 15-20 tons during peak seasons and nearly 10 tons during off-peak seasons [10][11]. 2. Drone Assistance in Scenic Area Patrols - Scenic areas like Yulong Snow Mountain and Qingxi Ling have introduced drone airports to ensure safety and monitor for potential hazards, including forest fires. Drones operate effectively in extreme weather conditions, enhancing the safety and security of these areas [12][13]. 3. Development of Drone Performance Business - Scenic areas are increasingly incorporating drone performances into their offerings. For example, the Taohuayuan Scenic Area used 2,000 drones for a performance during its opening ceremony, while Gubei Water Town has included drone light shows as part of its summer night activities [13][14]. 4. Launch of Low-Altitude Tourism Projects - The government has encouraged the development of low-altitude tourism since 2014, with various scenic areas now offering low-altitude flight experiences. Notable projects include the introduction of passenger drones in Sanya and Wuhan, enhancing the attractiveness of these destinations [9][15][16]. 5. Investment Recommendations - The report suggests focusing on mountain-type scenic areas with high operational demand and drone functionality compatibility, such as Huangshan Tourism, Emei Mountain A, and Xiyu Tourism [3].