Core Viewpoint - The frequent incidents of unauthorized drone flights ("black flights") have raised significant public safety concerns, prompting the government to emphasize the establishment of a low-altitude safety regulatory system and the need for real-name registration of drones [2][4][5]. Group 1: Regulatory Developments - The National Development and Reform Commission has called for the establishment of a low-altitude safety regulatory mechanism to clarify safety oversight responsibilities and enhance governance capabilities [2][5]. - The consensus among central departments and ministries is that "no safety, no low-altitude" is crucial for the development of the low-altitude economy [4][5]. - A recent report indicated that by the end of 2024, there will be 1.619 million registered drone users in the industry, with a 98.5% increase in registered drones compared to 2023 [5]. Group 2: Safety Challenges - Unauthorized drone flights pose serious threats to national defense, public safety, and aviation order, with multiple incidents disrupting airport operations in recent years [5][6][7]. - There have been 15 recorded incidents of drone-related injuries in the agricultural sector alone from August 2020 to July 2025, highlighting the risks associated with drone usage [6]. - Criminal activities involving drones, such as theft and drug trafficking, have raised alarms about their potential misuse [6][7]. Group 3: Industry Perspectives - Experts emphasize the urgent need for a comprehensive safety regulatory and defense system for drones to ensure the sustainable development of the industry [8][11]. - The current regulatory framework is seen as relatively clear, but many operators still fail to comply with regulations, citing high approval costs and political pressures [9][10]. - The lack of effective detection and counter-drone infrastructure poses significant challenges to enhancing drone defense and regulatory capabilities [10][12]. Group 4: Market Opportunities - The integration of "drone countermeasures" into the national low-altitude safety regulatory system is expected to create new opportunities for the counter-drone industry [11]. - The global market for drone defense systems is projected to reach over 500 billion yuan by 2030, with urban low-altitude management systems expected to account for around 300 billion yuan [11]. - Despite the potential of the counter-drone market, the industry faces challenges such as a lack of talent and resources, with only a few private companies capable of independent research and development [12][13]. Group 5: Recommendations for Development - There is a call for the government to support the development of the drone defense and regulatory industry, particularly for private enterprises, to ensure safety and compliance [13]. - Experts suggest that the government should lead the establishment of comprehensive regulatory standards for drone defense as part of urban low-altitude management [13].

Group 1 - The 2025 International Low Altitude Economy Expo in Shanghai attracted nearly 300 companies, highlighting the integration of industry chain enterprises with financial and insurance institutions [2] - The expo emphasized the importance of all elements of the low altitude economy, reflecting a new trend in its development, as noted by industry insiders [2] - Companies showcased their latest products, including a collaboration between Yunlu Composite Materials and XPeng Heavens to develop lightweight materials for flying cars [2] Group 2 - Tiancheng Self-Control specializes in the research, sales, production, and service of vehicle and aviation seats, holding dual certifications from EASA and FAA [3] - The company highlighted the extreme lightweight design of eVTOL seats, which can weigh as little as 8 to 9 kilograms, contrasting with the more economical and versatile design of automotive seats [3][4] - The competition in the aviation seat market is focused on technological reserves and R&D capabilities rather than price advantages, making it difficult for ordinary manufacturers to enter the field [4] Group 3 - NSK Bearings developed a gas turbine generator bearing for eVTOL applications, with products already used in mature drone models [4] - The demand from drone manufacturers includes lightweight and low-power products to meet endurance requirements, as well as safety and environmental adaptability [5] - The rapid development of the drone industry has also expanded the potential for counter-drone technology, with companies exploring opportunities in low-altitude security needs [5]