东莞产业研究之低空经济产业报告：政策促进落地生花

Investment Rating - The report indicates a positive investment outlook for the low-altitude economy industry, highlighting its potential for significant growth driven by policy support and technological advancements [4]. Core Insights - The low-altitude economy in China is projected to expand rapidly, with market size estimates reaching approximately 670.25 billion yuan in 2024, a year-on-year growth of 32.5%, and expected to reach 1.5 trillion yuan by 2025, representing a 123.8% increase [4][18]. - The central government has been actively promoting the low-altitude economy through a series of policies and regulations, establishing a comprehensive regulatory framework and recognizing it as a strategic emerging industry [4][22]. - Local governments are also implementing supportive policies, with 31 provinces incorporating low-altitude economy initiatives into their development plans, focusing on various aspects such as infrastructure, application scenarios, and technological innovation [4][24]. Summary by Sections 1. Low-Altitude Economy Development Prospects - The low-altitude economy is defined as a new economic form driven by low-altitude flight activities, encompassing various industries and characterized by a long industrial chain and strong growth potential [11][14]. - The industry is segmented into four main categories: low-altitude manufacturing, low-altitude operations, low-altitude infrastructure and information services, and supporting industries [14][16]. - The market is expected to grow significantly, with forecasts indicating a market size of 3.5 trillion yuan by 2035 [18]. 2. Dongguan's Low-Altitude Economy Implementation - Dongguan aims to become a model for high-quality development in the low-altitude economy, leveraging its manufacturing strengths and establishing multiple industrial clusters [4][32]. - The city has introduced comprehensive policies to support the low-altitude economy, focusing on infrastructure, application scenarios, and industry collaboration [32][33]. 3. Creating Low-Altitude Economy Industrial Cluster Effects - Dongguan is prioritizing the development of the low-altitude economy as part of its strategic emerging industries, with a focus on technologies such as drones and eVTOL aircraft [39]. - The city is actively promoting the establishment of industrial clusters and bases to enhance the low-altitude economy's growth and integration with other sectors [39].