证券时报·2026-02-03 00:16Core Viewpoint - The low-altitude economy is transitioning from experimental stages to large-scale market applications, with companies actively contributing to the realization of policy blueprints into productive forces [1][2]. Group 1: Infrastructure Development - A drone testing base in Shenzhen, built by Deep City Transportation, has been recognized as a leading case for the low-altitude economy, addressing land use and investment challenges through a dual-driven model of "full-scene testing + commercial operation" [4]. - Guangdian Measurement has established a one-stop testing platform for eVTOLs, providing airworthiness verification services for various components, including batteries and electric engines, and has made significant advancements in cybersecurity testing [4]. - The company has filled industry gaps in low-altitude communication protocol security testing and developed customized testing solutions for various communication technologies [4]. Group 2: Operational Breakthroughs - CITIC Heli has made substantial progress in the Guangdong-Hong Kong-Macao Greater Bay Area by adopting a "cargo first, passenger later" approach, with plans to launch multiple air tourism and urban transport routes by 2025 [7]. - The company completed 474 flights serving 2,137 passengers and successfully executed the first global 2-ton eVTOL logistics mission over 300 kilometers [7]. - Data accumulated from flight operations will enable future enhancements in collaborative flying and route management, establishing a competitive edge for CITIC Heli as a state-owned enterprise [8]. Group 3: Collaborative Ecosystem Building - Companies are actively participating in the formulation of national industry standards and have initiated the establishment of an international low-altitude aircraft testing standards alliance [10]. - The low-altitude economy requires collaboration among government, enterprises, and research institutions to address challenges in airspace management and coordination [10]. - Recommendations include establishing a dynamic airspace allocation mechanism and promoting pilot experiences for collaborative operations between manned and unmanned aircraft [11]. Group 4: Future Outlook - The low-altitude economy is shifting from "policy-driven" to "performance realization," with a need for more scalable application scenarios [12]. - There is a call for increased policy support for high-value application scenarios, including subsidies and tax incentives, to lower operational costs for companies [12]. - Companies are encouraged to accelerate technological development and innovate business models to enhance the feasibility and economic viability of application scenarios, ultimately achieving a commercial closed loop [12].