企业竞争图谱：2024年低空照明 头豹词条报告系列

Investment Rating - The report indicates a positive outlook for the low-altitude lighting industry, with a projected market growth from 986.25 billion to 5,472.55 billion from 2024 to 2028, reflecting a compound annual growth rate (CAGR) of 53.48% [30] Core Insights - The low-altitude lighting sector is evolving from basic lighting products to advanced intelligent lighting systems, driven by the rapid development of the low-altitude economy and technological advancements such as 5G, IoT, and AI [11][29] - The Chinese low-altitude economy reached a scale of 5,059.5 billion in 2023, with a growth rate of 33.8%, primarily driven by the manufacturing and operational services of low-altitude flying vehicles [8] - The report highlights the increasing demand for low-altitude lighting solutions across various applications, including airports, emergency rescue, and urban management, as the low-altitude economy expands [36] Industry Definition - Low-altitude lighting refers to specialized lighting products used in general airports and low-altitude economic infrastructure, including for helicopters, drones, and flying cars [2] Industry Classification - The low-altitude lighting industry is categorized into several types, including runway lighting, taxiway lighting, approach lighting, obstacle lighting, and terminal lighting [3][4][5][6] Industry Characteristics - Key characteristics of the low-altitude lighting industry include its synergy with the low-altitude economy, support from national policies, and continuous improvement in technology towards intelligence and integration [7] Development History - The low-altitude lighting industry has evolved significantly, transitioning from basic lighting solutions to intelligent systems, with applications expanding to various infrastructure projects [11][14] Industry Chain Analysis - The industry chain consists of upstream raw materials and components, midstream lighting fixture packaging, and downstream applications in airport lighting, drone navigation, and smart street lighting [15] Upstream Analysis - The report notes an acceleration in the domestic production of LED components, reducing reliance on foreign suppliers [16][22] Midstream Analysis - Chinese manufacturers are gradually emerging in the low-altitude lighting market, with companies like Mulinson establishing dedicated divisions for aviation lighting [17][26] Downstream Analysis - The upcoming peak demand for LED lighting replacements is expected to drive growth in the low-altitude lighting market, with a significant portion of existing LED fixtures reaching the end of their lifespan [19][28] Market Size - The low-altitude lighting market size grew from 592 billion to 754.75 billion from 2021 to 2023, with a CAGR of 12.91% [30] Future Market Changes - The report anticipates that the low-altitude economy's infrastructure development, supported by government policies, will significantly boost the demand for low-altitude lighting solutions [33] Competitive Landscape - The competitive landscape features a tiered structure, with leading companies like ADB SAFEGATE and Honeywell in the first tier, while domestic players like Mulinson are beginning to establish their presence [39][41] Conclusion - The low-altitude lighting industry is positioned for substantial growth, driven by technological advancements, increasing market demand, and supportive government policies, indicating a promising investment opportunity [30][29]