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链博会首设无人机展区!中国企业抱团出海角逐新赛道
证券时报·2025-07-18 00:02

Core Viewpoint - The article highlights the growing opportunities in the low-altitude economy, particularly in the drone sector, showcased at the third China International Supply Chain Promotion Expo, with a focus on innovation and international expansion [1][4]. Group 1: Low-altitude Economy Development - The low-altitude economy is projected to create a trillion-level industrial ecosystem, with estimates suggesting a market size of 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035 according to the Civil Aviation Administration of China [8]. - Guangdong province aims to achieve a low-altitude economy industry chain scale of 300 billion yuan by 2026 [9]. Group 2: Drone Industry Innovations - The newly established Advanced Manufacturing Chain Innovation Integration Exhibition Area at the expo showcased the latest technologies and applications in the drone field, including multifunctional drones capable of delivering over 1 ton of supplies [3]. - The drone industry is experiencing significant growth, with each 100 million yuan in core industry output potentially driving an additional 500 million yuan in related industry growth [3]. Group 3: International Market Expansion - Chinese drones are gaining traction in international markets, with companies like Zongheng covering over 40 countries, primarily in Asia, Africa, and Latin America [4]. - Companies expressed a desire to "team up" for overseas expansion, enhancing bargaining power and risk resilience by collaborating with upstream suppliers and downstream service providers [5]. Group 4: Challenges and Opportunities - Despite the initial formation of the low-altitude economy industry chain, there are still challenges in achieving sustainable commercialization, with many applications currently in demonstration phases [9]. - The overseas market is viewed as a blue ocean opportunity, with companies aiming to showcase high-value applications of large drones in emergency rescue, meteorological services, and logistics [9].