飞行培训

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低空经济系列(七):飞行培训行业,卖方主导向买方市场演进
GUOTAI HAITONG SECURITIES· 2025-06-16 11:06
产业深度 [table_Header]2025.06.16 低空经济系列(七):飞行培训行业,卖方主导向买方市场演进 产业研究中心 摘要: [本报告导读: Table_Summary] 低空市场蓬勃发展,有人与无人机百花齐放,飞行培训作为另类"基 础设施",重要性凸显;但无论是通航还是无人机培训市场,都存在供需失衡风险。 | [Table_Authors] | 徐淋(分析师) | | --- | --- | | | 021-38676666 | | 登记编号 | S0880523090005 | | | 周天乐(分析师) | | | 021-38676666 | | 登记编号 | S0880520010003 | | | 肖洁(分析师) | | | 021-38676666 | 请务必阅读正文之后的免责条款部分 1 of 25 登记编号 S0880513080002 低空飞行员的执照要求:通航执照严于无人机执照。 通航飞行执照的特点在于,商业化程度越高、飞机越复杂,飞行经历要求越 高。CAAC 以 61 部为纲领,构建了涵盖私用、商用、航线运输及运动驾驶员 执照的四级管理体系。 无人机飞行执照的特点在于,"微 ...
产业深度:低空经济系列(七),飞行培训行业,卖方主导向买方市场演进
GUOTAI HAITONG SECURITIES· 2025-06-16 09:09
Group 1: General Market Overview - The low-altitude economy is rapidly developing, with both manned and unmanned aircraft flourishing, highlighting the importance of flight training as a key infrastructure[12] - The flight training market is experiencing a supply-demand imbalance, with risks of oversupply in both general aviation and drone training sectors[3] Group 2: Licensing Requirements - General aviation licenses are more stringent than drone licenses, with a four-tier management system established by CAAC for various pilot licenses[13] - Drone pilot licenses follow a tiered management structure, with simplified requirements for micro and light drones, while larger drones face stricter regulations[20] Group 3: Market Dynamics - By the end of 2024, there will be 3,650 general aviation pilots in China, corresponding to 1,982 aircraft, indicating a balanced supply-demand situation overall[30] - The number of drone training institutions surged from fewer than 500 in early 2024 to 2,690 by mid-2025, driven by rapid market demand growth[83] Group 4: Training Market Challenges - The general aviation training market is facing a supply surplus, with a training vacancy rate rising to 18.2% by 2024, indicating operational difficulties for some training institutions[70] - The drone training market is expanding quickly, but the supply growth is outpacing demand, raising concerns about potential oversupply risks in the future[69]