低空经济的2025：商业化进程提速阔步迈向万亿新蓝海

Core Viewpoint - The low-altitude economy is recognized as a new engine for economic growth, expected to create a larger blue ocean market, with significant government support and investment in the sector [1][10]. Application: Domestic and International Expansion - By 2025, the low-altitude economy will empower various industries, with applications ranging from seafood delivery to medical transport and tourism, showcasing China's early advantages in the sector [3][5]. - Companies like Fengfei Aviation Technology have secured significant orders, such as 50 eVTOL units from UAE's Falcon Aviation, indicating a strong commercial push [3]. - The industry is transitioning from policy-driven to operation-driven, with 15 companies nearing commercialization and diverse application scenarios emerging [5]. Financing: Full Chain Welcomes Investment - The eVTOL sector has attracted substantial capital, with manufacturers frequently announcing large orders and financing rounds, indicating a robust commercial exploration [4][7]. - Investment is increasingly directed towards upstream components like flight control systems and precision parts, with companies like Aifei Zhikong and Wuyue Hangke successfully raising funds [7][8]. - State-owned capital is becoming a significant force in funding low-altitude economic initiatives, contrasting with previous reliance on market-driven investments [9]. Ecosystem: Collaborative Exploration - 2025 is pivotal for the low-altitude economy, transitioning from conceptual frameworks to systematic implementation, with a projected market size of 1.5 trillion yuan [10]. - The industry is entering a phase of collaborative exploration, focusing on practical applications and addressing infrastructure gaps [10][11]. - Challenges remain, particularly in infrastructure coverage and regulatory frameworks, which need to be addressed for sustainable growth [10][11].