Core Viewpoint - The low-altitude economy is rapidly emerging as a new trillion-level industry, with significant growth potential and opportunities driven by technological integration and policy support [1][3]. Industry Development - The 2025 Low Altitude Equipment Industry Innovation Development Conference will be held in Ordos, Inner Mongolia, focusing on the theme "Intelligent Leadership in Low Altitude, Equipment for the Future" [1]. - The Ministry of Industry and Information Technology (MIIT) reports that the low-altitude equipment industry is expected to achieve an output value of approximately 52 billion yuan in 2024, with an average annual growth rate of over 10% during the 14th Five-Year Plan period [1][3]. - As of now, there are 977 registered companies in the civil unmanned aerial vehicle (UAV) information system, with 3,222 products filed, and over 489,000 UAVs have received flight approval [1]. Market Size and Future Projections - The low-altitude economy market size is projected to reach 1.5 trillion yuan in 2023 and is expected to exceed 2 trillion yuan by 2030 [3]. - The low-altitude equipment industry serves as the material and technical foundation for developing the low-altitude economy, representing a crucial direction for fostering new productive forces and economic growth [3]. Policy and Strategic Initiatives - The MIIT emphasizes the need for top-level design, focusing on intelligent, green, and integrated development to build a modern low-altitude equipment industry system [3]. - Key technologies such as aviation power batteries and flight control systems will be prioritized, with efforts to cultivate specialized and innovative enterprises [3][4]. Regional Development and Applications - Guangdong province leads in low-altitude economic development, with a market size exceeding 100 billion yuan and over 15,000 related enterprises [5]. - Inner Mongolia has introduced several policy documents to promote low-altitude economic development, aiming to create integrated industrial development in manufacturing, flying, and service sectors [6]. Research and Development - The conference released five research reports, including a technical roadmap for low-altitude aircraft power batteries and a development path for low-altitude intelligent networking systems [6]. - The development path for low-altitude intelligent networking emphasizes a systematic approach to ensure safety and capability mapping, facilitating scalable development in the low-altitude economy [6].

在低空装备安全技术论坛上，与会专家聚焦飞行器安全设计、试验验证体系、信息安全防护等核心议题 展开讨论，交流安全标准体系建设经验，研讨风险防控与应急处置机制创新，致力于加快推动我国低空 经济从"安全可控"迈向"安全高效"。 内蒙古自治区工业和信息化厅副厅长华瑞锋指出，内蒙古地域辽阔、净空优良，全年适飞天数充足，算 力资源充沛，应用场景丰富。内蒙古将低空经济作为产业转型升级的重要突破口，先后出台一系列政策 文件，全力打造低空制造、低空飞行、低空保障、综合服务一体化产业发展格局。推动低空装备产业成 为内蒙古高质量发展的"新名片"。 编辑 岳彩周 校对 付春愔 新京报贝壳财经讯（记者陈维城）11月27日至28日，在2025低空装备产业创新发展大会上，工业和信息 化部装备工业二司副司长雷英在致辞中指出，当前新能源、新一代信息技术等加速与低空装备产业技术 融合，带来新机遇，我国低空装备产业发展呈现良好态势，展现出巨大潜力。 雷英表示，下一步，工信部将强化顶层设计，以智能化、绿色化、融合化为导向，丰富低空装备产品谱 系，建设高水平产业链供应链，因地制宜推动低空装备应用示范，培育先进产业集群，夯实产业安全根 基，为开创低空经 ...

来源：上海证券报·中国证券网 大会现场，工业和信息化部装备工业发展中心与鄂尔多斯市人民政府签署了战略合作协议，双方将在低 空产业发展等领域深化合作。鄂尔多斯市还与多家单位达成了低空经济产业链项目合作，为地方低空产 业集群注入新动能。大会还发布了五项研究成果，分别是《低空智能网联体系发展路径及趋势》《低空 装备产业标准体系建设思路（2025版）》《低空装备试验验证体系发展路径及趋势》《低空航空器动力 电池技术路线图（2025版）》和《低空装备典型应用场景与应用案例》。 此外，针对产业链协同和项目落地需求，大会同期举办了鄂尔多斯低空经济投融资对接专场活动，多家 金融投资机构参与对接，为优秀项目提供融资支持，助力鄂尔多斯打造低空经济全链条生态集群，形成 产业发展新引擎。活动包括现场考察和项目路演等环节，通过"产业推介—企业回应—项目路演—资本 对接"的闭环模式，促成供需双方精准匹配，推动技术成果转化和商业化落地。 在主旨报告环节，中国民用航空局原副局长、中国航空学会低空经济首席专家董志毅作主题报告，阐述 了以高水平安全保障低空产业高质量发展的思路，并就健全法规标准、提升飞行服务保障能力等方面提 出见解。鄂尔多斯市有 ...

Core Viewpoint - The low-altitude economy in China is experiencing rapid growth, with projections indicating a market size of 1.5 trillion yuan by 2025 and over 2 trillion yuan by 2030, marking a significant transition from catching up to leading in certain areas [1][6]. Group 1: Market Growth and Projections - The low-altitude economy is expected to reach a market size of 1.5 trillion yuan by 2025 and is projected to exceed 2 trillion yuan by 2030, indicating strong growth trends [1]. - The civil aviation product output is anticipated to surpass 160 billion yuan in 2024, reflecting a year-on-year growth of 23.6% [3]. Group 2: Industry Development and Infrastructure - There are currently 969 registered companies in the civil unmanned aerial vehicle sector, with 3,191 products recorded and over 478,000 units [4]. - Significant advancements in low-altitude logistics are noted, with over 140 new low-altitude logistics routes established in 2024 and an order volume of 48 billion in the instant delivery sector [6]. Group 3: Regional Development and New Business Models - Cities like Shenzhen, Chengdu, and Nanchang are developing low-altitude industry clusters, fostering new business models in areas such as drone logistics, manned travel, and low-altitude tourism [8]. - The low-altitude economy is seen as a crucial driver for regional coordinated development and industrial upgrades, supported by improved airspace management and infrastructure [8]. Group 4: Challenges and Strategic Initiatives - The low-altitude economy faces challenges including infrastructure layout, airspace resource utilization, innovation in business models, and talent acquisition [9][13]. - The government is enhancing pilot projects and systematic layouts to address challenges in infrastructure and business models, aiming for a transition from "point demonstration" to "scale landing" [15]. - The focus is on deepening the cluster development of the aviation industry, fostering specialized enterprises, and enhancing supply chain capabilities and digital production levels [17].

人民财讯11月23日电，低空经济作为国家战略性新兴产业，近年来实现跨越式发展，我国已从低空装备 技术追赶阶段，逐步迈向局部引领的关键转变。记者从正在江西举行的2025中国航空产业大会上获悉， 预计2025年我国低空经济市场规模将达到1.5万亿元，2030年有望突破2万亿元，产业发展呈现强劲增长 态势。 产业规模的快速扩张背后，是低空装备产业的全面突破。数据显示，我国已有969家企业在民用无人驾 驶航空器产品信息系统完成了登记注册，备案产品3191种，超过478万架，全球首款四座电动飞机获颁 中国民航局型号合格证。 （文章来源：央视新闻） ...

Core Insights - The low-altitude equipment industry in China is experiencing rapid development, with over 4 million units of low-altitude equipment produced, showcasing advancements in unmanned, electric, and intelligent technologies [1][4]. Industry Overview - As of now, there are 881 registered companies in the low-altitude equipment sector, with 2,822 types of products and over 406 million units of low-altitude equipment [1]. - Approximately 1,400 companies are involved in the manufacturing of low-altitude equipment, indicating a growing industrial scale and improved supply capabilities [4]. Technological Development - The industry is focusing on technological innovation, particularly in unmanned, electric, and intelligent equipment, with ongoing research on nearly 30 types of ton-class drones and around 70 electric vertical take-off and landing aircraft [1][6]. - The establishment of a safety design system and reliability assurance system for low-altitude equipment is a priority to enhance the resilience and safety of the supply chain [6]. Regional Development - Xinjiang is leveraging its application scenarios and airspace resources to develop a large-scale drone production line, aiming to create new models for low-altitude logistics and agricultural protection [6].