Core Viewpoint - The low-altitude economy is recognized as one of the most promising future industry tracks, with significant potential for growth as it transitions from pilot testing to large-scale development by 2025 [1][3]. Group 1: Market Potential - By 2025, the market size of China's low-altitude economy is projected to reach 1.5 trillion yuan, marking substantial growth from the previous year [3]. - The eVTOL sector is expected to see annual order totals exceeding 30 billion yuan by 2025, indicating a golden development period [3]. - The low-altitude economy is anticipated to create several trillion-yuan markets, with three major segments identified: low-altitude aircraft, infrastructure investment, and service development, each potentially exceeding 1 trillion yuan [3][4]. Group 2: Long-term Strategy - Industry experts emphasize the need for a long-term strategic approach, advocating for 5 to 10-year planning cycles to ensure product viability and business model sustainability [1][4]. - Companies are encouraged to abandon short-term speculative mindsets and focus on enduring strategies that withstand market changes over time [3][4]. Group 3: Safety and Compliance - Safety is highlighted as the primary prerequisite for the development of the low-altitude economy, with operational safety and compliance management being core to high-quality industry growth [6][8]. - The National Development and Reform Commission has outlined principles for expanding low-altitude applications, emphasizing risk control and safety [6]. Group 4: Path to Commercialization - The industry is shifting from technology validation to commercialization, with a focus on "flying first" in manageable scenarios such as tourism and logistics to establish commercial viability [10]. - There is a consensus that the majority of low-altitude application scenarios still hold significant growth potential, particularly in established fields like agricultural protection and emergency services [10][11]. - Experts suggest starting with consumer and interest-based applications in controlled airspace to facilitate early testing and operational integration [11].
发展eVTOL是一场“马拉松”,因地制宜先飞起来……低空经济最新研判!
证券时报·2026-01-17 13:13