低空经济常态运营
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万亿低空经济启幕:2026从试点飞行迈向常态运营元年
Jin Rong Jie Zi Xun· 2026-01-15 03:13
Core Insights - The low-altitude economy is rapidly developing, with significant policy support and technological breakthroughs leading to a projected market size of 1.5 trillion yuan by 2025, marking substantial growth from previous years [1] - The low-altitude manufacturing sector is crucial, accounting for 50%-80% of the total industry output value, with advancements in key technologies such as power systems and avionics expected to shift from "following" to "leading" by 2025 [2][4] - The drone sector is experiencing a scale explosion driven by innovative applications and deep technological integration, with over 36,000 drone-related companies currently operating in China [5][7] Policy and Market Trends - The low-altitude economy has been included in government work reports for two consecutive years, indicating ongoing policy support and the transition from pilot programs to regular operations by 2026 [1][11] - The establishment of a comprehensive low-altitude flight infrastructure and the optimization of airspace management policies are essential for the industry's growth, with a focus on creating a "sky network + ground network" support system by 2025 [8][9] Technological Advancements - Key components such as motors, electronic controls, and communication navigation chips are seeing increased domestic production rates, enhancing the competitive landscape of the low-altitude manufacturing industry [4] - Innovations in materials and energy technologies, including solid-state batteries and high-performance composite materials, are critical for addressing the limitations of low-altitude equipment and facilitating commercial viability [2] Application Scenarios - Low-altitude logistics, particularly in last-mile delivery and cold chain transport, is identified as a key growth area, with companies like Meituan and JD.com successfully implementing drone delivery services [7] - The agricultural and industrial inspection sectors are also benefiting from drone technology, improving efficiency and reducing costs in high-risk environments [7] Industry Growth and Safety - The number of registered low-altitude economy-related companies has surged, with over 100,000 currently in operation, reflecting a 162.36% year-on-year increase in 2025 [9][11] - Safety and compliance management are becoming increasingly important for the sustainable development of the low-altitude flight industry, with AI technologies being integrated into safety oversight [9][11]