经济观察报·2025-10-19 06:40Core Viewpoint - A materials revolution driven by both policy and market forces is accelerating, with the "low-altitude economy" being highlighted in government work reports, indicating significant growth potential for aviation-grade materials [2][3][39]. Market Dynamics - The low-altitude economy is projected to consume over 1.25 million tons of aluminum by 2025, with a market size reaching 32 billion yuan and a compound annual growth rate exceeding 36% [3]. - The demand for aviation-grade aluminum is surging, with prices for aluminum ingots reaching 24,200 yuan per ton, a 23% increase from the previous year, while orders for low-altitude aircraft are rapidly increasing [5][6]. Industry Transformation - Traditional metal mining companies are facing a critical need to transform their operations to capture opportunities in the low-altitude economy, as failure to adapt could result in losing market share [4][7]. - Major metal companies are making strategic shifts, with some investing heavily in expanding aviation-grade aluminum production capacity to meet the growing demand from eVTOL and logistics drone manufacturers [8][12]. Competitive Strategies - Companies are adopting collaborative approaches, such as forming alliances for lightweight material development and engaging in joint research projects to enhance their competitive edge [13][21]. - The negotiation dynamics between material suppliers and drone manufacturers are becoming increasingly complex, focusing on both pricing and technical standards [15][20]. Technological Innovations - The materials revolution is pushing for advancements in material technology, with companies exploring the use of rare elements like scandium to enhance the performance of aluminum alloys [27]. - Innovations in titanium alloys are also being pursued to meet the high-temperature requirements of eVTOL engines, showcasing the industry's commitment to overcoming technical challenges [28]. Challenges and Barriers - The transition to aviation-grade materials is fraught with challenges, including lengthy certification processes and a shortage of skilled talent in the aerospace materials sector [30][31]. - Significant capital investments are required for transformation, with companies facing pressure to deliver returns within a short timeframe to satisfy investors [32]. Future Outlook - The industry is witnessing a shift towards integrated solutions, where companies are not only supplying materials but also providing design and operational support to clients [35][38]. - The competitive landscape is evolving, with companies aiming to position themselves as global suppliers for the low-altitude economy, indicating a broader strategic vision for future growth [36][39].