产业面面观第17期：国联低空经济系列研究-基础设施概述篇

Core Views - The report focuses on the development of low-altitude economy infrastructure, emphasizing its importance as a prerequisite for the successful operation of low-altitude aircraft and the digital future of the low-altitude economy [23][33] - Infrastructure is divided into "hard infrastructure" (e.g., airports, landing stations, communication/navigation/surveillance equipment) and "soft infrastructure" (e.g., air traffic services, ground support services) [24][34] - The development of low-altitude economy infrastructure is critical for addressing future challenges such as airspace capacity, traffic management, and safety [24][78] Infrastructure Development by Region - Shenzhen leads in low-altitude economy infrastructure development, with significant achievements in ground base construction and air traffic control systems [24][76] - Anhui Province has also made progress, with plans to build multiple general airports and landing points by 2025 and 2027 [54][106] - Other regions like Suzhou and Wuhu are also prioritizing infrastructure development, with specific quantitative targets for landing points and air traffic control systems [54][106] Future Development Trends - The "hard infrastructure" focus is shifting towards landing stations, which are more cost-effective and flexible compared to traditional airports [24][49] - "Soft infrastructure" is becoming increasingly important, particularly in addressing airspace capacity and traffic management through digital solutions [24][44] - The development of UOM-USS (Unmanned Aircraft System Traffic Management - Urban Air Mobility Service System) is crucial for future low-altitude economy operations [44][78] Key Infrastructure Categories - Communication, navigation, and surveillance (CNS) systems are expected to see significant advancements, with a focus on satellite internet and integrated communication-navigation technologies [83][92] - Ground infrastructure, including landing stations, energy stations, and maintenance facilities, will see increased demand as low-altitude aircraft become more prevalent [83][92] - Air traffic services, including control, coordination, and information systems, will be a continuous focus area, with increasing automation and integration [62][83] Policy and Industry Events - Recent policy developments include the Biden administration's stringent vehicle emission standards, which could accelerate the adoption of electric and hybrid vehicles [9] - The first Nuclear Energy Summit in Brussels highlighted nuclear energy's role in reducing greenhouse gas emissions [9] - OpenAI's plans to enter the film industry with its AI video generation tool, Sora, could disrupt the entertainment sector [9] Industry and Company Highlights - Intel received up to $20 billion in incentives from the U.S. government to support its semiconductor projects, which could significantly impact the semiconductor industry [9] - Nvidia unveiled its GB200 processor with 208 billion transistors, which is expected to enhance AI model training and inference speeds [9] - Microsoft's$650 million investment in AI startup Inflection highlights the growing importance of AI in the tech industry [9]