在政策与技术双重驱动下，低空经济正成为提升治理效能、保障民生、激发商业活力的新基建。随着低 空空域管理改革深化，此类企业将持续推进无人机多样化应用，推动低空经济从飞起来到用得好，最终 实现成网络的跨越。 记者 陆一平 摄影报道 在安吉县杭垓镇，一张由无人机构成的"低空高速网"正在运转。浙江探诺科技公司部署32个空中停靠 站，为低空经济从概念验证走向规模化运营提供范本。 该公司创始人张羽泽带领的团队，不仅入选"南太湖精英计划"，还拥有14项核心专利，涵盖空中停靠 站、混合动力飞行器等技术。无人机可自动巡查山林、河道、农田等，效率提升数十倍。在交通不便的 地区，无人机还能投送急救物资，搭建"空中生命线"。 （来源：湖州日报） 转自：湖州日报 ...

浙江省成立低空安全管理协会、粤港澳大湾区举办低空经济高质量发展大会、四川省打造低空动力产业 园……一段时间以来，低空经济发展迅速。在政策红利、市场需求、技术突破、产业链群集聚的共同推 动下，低空经济从区域试点走向全国布局，正逐步成长为未来产业的新引擎。 低空经济，是一种新型的综合性经济形态。其以低空飞行活动为核心，通过有人或无人驾驶飞行、低空 智联网等技术与空域、市场等要素相互作用，带动低空基础设施、低空飞行器制造、低空运营服务和低 空飞行保障等发展。近年来，我国在这一领域取得的成绩有目共睹，存在的问题也亟待破解。比如，部 分地方"黑飞"频发，空域资源分配矛盾凸显，基础设施薄弱、硬件设施不足、安全风险突出等。解决好 这些问题，还需从空域管理、基础设施、安全监管等多方面协同联动，构建全维度保障体系，让低空经 济放得开也管得住。 从基础设施建设上看，加大对通用机场、直升机停机坪、无人机起降点等低空飞行基础设施建设的资金 支持，鼓励社会资本参与投资。制定全国统一的低空基础设施建设规划，与国土空间规划、城市发展规 划等相衔接。根据不同区域的功能定位和发展需求，明确通用机场、起降点、低空飞行服务站等基础设 施的布局和建 ...

Group 1 - The "14th Five-Year Plan" emphasizes the cultivation and growth of emerging industries, particularly focusing on the low-altitude economy as a strategic emerging industry cluster [1] - The financial sector is accelerating the development of the low-altitude economy, with the Guangdong Financial Regulatory Bureau and other departments issuing policies to support this growth [1][3] - The low-altitude economy market in China is projected to exceed 3.5 trillion yuan by 2035, indicating significant growth potential [1] Group 2 - Hangzhou Jimu Zhikong Technology Co., Ltd. focuses on agricultural drone applications and has over 320 patents, serving more than 30 countries with a cumulative operational area of 200 million mu [2] - The company faces challenges in financing due to high R&D costs and a lack of sufficient collateral, necessitating long-term loan products that align with its 3 to 5-year R&D cycle [2] - Financial institutions are innovating their loan approval and risk control models to accommodate the unique needs of technology companies, including dynamic risk assessment models that consider various factors beyond financial data [2][3] Group 3 - Financial support for the low-altitude economy is characterized as a comprehensive set of measures rather than a one-time assistance, requiring strategic patience and resource empowerment [3] - Various financial products and services, such as "equity-loan-debt-lease" models, are being introduced to meet diverse financial needs within the low-altitude economy [3] - The China Bank has developed a financial service plan with 12 specific measures to support the high-quality development of the low-altitude economy [3] Group 4 - Financial institutions are encouraged to continue playing a supportive role while adhering to risk compliance, innovating products and services to inject financial vitality into the low-altitude industry [4] - Banks should enhance their risk assessment capabilities and focus on supporting financially stable and creditworthy enterprises to foster a transparent financing environment [4] - Collaboration among financial regulators, civil aviation departments, research institutions, banks, insurance companies, and enterprises is essential for promoting healthy industry development [4]

Core Viewpoint - Shanghai aims to establish itself as a global hub for eVTOL (electric Vertical Take-Off and Landing aircraft) by 2028, targeting a core industry scale of approximately 80 billion yuan and attracting 10 leading manufacturers in the sector [1][2]. Group 1: Measures and Goals - The measures include 16 support initiatives across four areas: equipment R&D and manufacturing, industrial ecology, Yangtze River Delta collaboration, and application scenarios [2]. - By 2028, the goal is to cultivate and attract 10 leading manufacturers in eVTOL, industrial-grade drones, and new energy aviation aircraft, achieving a production capacity of over 500 new aircraft and generating an additional investment of over 20 billion yuan in the industry chain [1][2]. Group 2: Industry Development and Trends - The low-altitude economy in Shanghai has attracted a significant number of startups, with at least 251 companies in the sector, including 66 manufacturers of eVTOL, drones, and helicopters [1]. - The industry is expected to experience a "certification boom" between 2026 and 2027, which is crucial for the commercialization of low-altitude aircraft [2]. Group 3: Technological and Financial Support - The measures encourage companies to enhance their efforts in developing various eVTOL technologies, such as compound wings and tilt-rotor systems, to facilitate industrialization [2]. - Financial support initiatives include guiding low-altitude industry funds to collaborate with social capital for equity investments and supporting insurance institutions to innovate low-altitude insurance products [3]. Group 4: Regional Collaboration - The Yangtze River Delta region is seen as having complementary strengths in low-altitude economic development, with opportunities for collaborative development and resource optimization [4].

Group 1 - The core message emphasizes the importance of high-quality development and innovation as key drivers for economic growth in the new year [1][2] - The government aims to strengthen the role of enterprises in innovation, enhance support in policies, funding, and talent, and leverage the advantages of the Guangdong-Hong Kong-Macao Greater Bay Area to foster research and development in emerging fields and core technologies [2][3] - There is a focus on improving the industrial ecosystem and expanding application scenarios for new technologies such as robotics and drones, which are expected to accelerate iteration and upgrade through broader application [2][3] Group 2 - The government is committed to expanding high-level opening-up, integrating hard connectivity of infrastructure with soft connectivity of rules and standards, and developing major platforms for technological innovation, service trade, and industrial development [3] - There is an emphasis on understanding new consumer demands driven by economic development and improving product quality to create a virtuous cycle of demand-driven supply and supply-driven demand [3] - The government encourages enterprises to seize opportunities and innovate, while urging local governments to enhance coordination and optimize the business environment to stimulate economic growth [3]

Group 1 - The core viewpoint of the news is the introduction of a new professional title evaluation system for low-altitude technology in Beijing, which is the first of its kind in the country, aimed at fostering talent in emerging industries [1] - Starting in 2026, Beijing will initiate the first evaluation for low-altitude technology titles, conducting assessments annually for qualified professionals [1] - The new title evaluation aligns with national and local policies promoting the development of strategic emerging industries, particularly in low-altitude economy and aerospace technology [1] Group 2 - The low-altitude technology professional titles will have four levels: Assistant Engineer, Engineer, Senior Engineer, and Chief Engineer, creating a comprehensive talent development pathway [2] - The evaluation process will utilize a socialized model that includes personal application, unit recommendation, and multi-party assessment, focusing on innovation outcomes rather than traditional academic qualifications [2] - A special green channel for outstanding technical talents has been established, allowing for exceptional cases to bypass standard requirements for senior title applications based on significant contributions to the industry [3]

Core Viewpoint - Beijing has become the first city in China to establish a professional title evaluation system for low-altitude technology, aiming to foster talent in this emerging industry and align talent evaluation with industry needs [1][2]. Group 1: Professional Title Evaluation - The low-altitude technology professional title evaluation will start in 2026, with annual assessments for qualified technical personnel [1]. - The evaluation covers four major areas: low-altitude aircraft research and development, manufacturing, operational system construction, and safety assurance, addressing core aspects of the industry chain [2]. - The evaluation is open to various types of employers, including state-owned enterprises, private organizations, and social organizations, and allows applications from Hong Kong, Macau, Taiwan, and foreign talents [2]. Group 2: Title Levels and Career Development - The low-altitude technology professional title is categorized into four levels: Assistant Engineer, Engineer, Senior Engineer, and Chief Engineer, creating a comprehensive career development pathway [2]. - This structure aims to meet the career advancement needs of technical personnel at different levels, ensuring a stable talent supply for the industry's continuous development [2]. Group 3: Evaluation Process and Criteria - The evaluation process involves a socialized model of "self-application, unit recommendation, multi-party evaluation, and government guidance," with an emphasis on integrating the industry chain, talent chain, and innovation chain [3]. - The evaluation criteria focus on innovative achievements rather than solely on academic qualifications or publications, allowing various forms of contributions, such as project reports, patents, and awards, to be submitted [3]. - A green channel for outstanding technical talents who have made significant contributions to the industry is established, allowing for exceptions in the application for senior titles based on specific achievements [3].

Group 1 - The core message emphasizes the importance of high-quality development and innovation in driving economic growth, as highlighted by Premier Li Qiang during his visit to Guangdong [1][2] - The focus on technological innovation is crucial for future competitiveness, with a call for enhanced support for enterprises in terms of policies, funding, and talent [1] - The development of the Guangdong-Hong Kong-Macao Greater Bay Area is seen as a key opportunity to gather innovative resources and strengthen research collaboration in emerging fields and core technologies [1] Group 2 - The need for a robust infrastructure and effective management of transportation routes is stressed to ensure smooth connectivity and collaborative development within the Greater Bay Area [2] - The shift in consumer demand due to economic growth and improved living standards necessitates the acceleration of research and production of high-quality products [2] - The promotion of high-level opening-up and the integration of hard and soft connectivity in infrastructure and regulatory standards is essential for expanding digital and green trade [2]

Core Viewpoint - Beijing has introduced a trial method for evaluating low-altitude technical professional titles, becoming the first in the country to establish such a system, which will start its first assessment in 2026 and occur annually, aligning with the development needs of the low-altitude economy industry [1][2] Group 1: Title Evaluation System - The newly established low-altitude technical titles are closely aligned with industry needs, covering four major professional directions: low-altitude aircraft research and development, manufacturing, operational system construction, and safety assurance, thus providing a clear evaluation path for frontline technical talents [1] - The evaluation system includes four levels: junior, intermediate, senior, and chief senior engineer, creating a comprehensive growth pathway from entry-level to industry leadership [1] Group 2: Innovation and Achievement Focus - The title evaluation emphasizes innovation outcomes, implementing a representative achievement system where project reports, technical reports, patents, and standards can be submitted as achievements, focusing on the contributions of technical personnel in improving production processes and generating economic and social benefits [2] - A green channel for outstanding industry talents has been established, allowing for exceptional applications for senior titles without restrictions on education and professional experience under certain conditions, such as significant technological breakthroughs or contributions to national and international events [2] Group 3: Evaluation Process and Goals - The evaluation will adopt a socialized model involving personal self-application, unit recommendations, multi-party evaluations, and government guidance, aiming to integrate the industry chain, talent chain, and innovation chain deeply [2] - This system is expected to effectively attract, gather, and cultivate low-altitude technical professionals, providing solid talent support for the high-quality development of the capital's low-altitude economy [2]

工业和信息化部数据显示，"十四五"时期，我国低空装备产业规模不断扩大，产业产值保持年均10%以 上的增速。截至2025年12月30日，已有1081家企业完成登记注册，备案产品3623种、超529万架。 中信建投表示，未来中国低空经济市场将成为万亿元蓝海。《通用航空装备创新应用实施方案（2024— 2030年）》明确提出，到2030年我国将形成万亿元级通用航空装备市场规模。 | | | 机构调研频次居前的低空经济概念股 | | | | --- | --- | --- | --- | --- | | 代码 | 简称 | 2025年 调研次数 | 2025年 调研机构 家数 | 2025年 涨跌幅 (%) | | 600990 | 四创电子 | 38 | 163 | 48.73 | | 300900 | 广联航空 | 16 | 204 | 77.59 | | 603666 | 亿嘉和 | 13 | 212 | 21.67 | | 688070 | 纵横股份 | 13 | 55 | 56.94 | | 603101 | 汇嘉时代 | 12 | 174 | 4.25 | | 000768 | 中航西飞 | 12 | 1 ...