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低空基建迎“政策红利期” 社会资本大有可为
Zheng Quan Ri Bao Wang· 2025-11-01 00:22
国研新经济研究院创始院长朱克力在接受《证券日报》记者采访时表示,低空基础设施是低空经济存在 的基础,为低空经济的稳定运行与蓬勃发展提供着关键支撑。当前,我国低空基础设施建设尚处于初级 阶段,发展迅速,中央和地方共同推进低空基础设施建设,是促进产业转型升级、拓展经济增长空间的 务实举措,对加快培育新质生产力具有重要推动作用。 多点发力协同推进建设 粤开证券发布的研究报告显示,低空基础设施主要分成物理基础设施(硬基建)和信息基础设施(软基 建)两类。"硬基建"主要包括通用机场、起降场(点)等起降设施;"软基建"主要包括低空空域管理平 台、低空飞行服务平台、通信、导航、监视、气象、地图等。 从生产实践看,当前,国内各地在推进低空基础设施建设的过程中往往多点发力,整体上有以下三种模 式:有的地方重点关注"软基建",以通信、监视等为抓手推动建设取得新进展;有的地方重点关注"硬 基建",规划、新建不同种类的起降设施;有的地方则兼顾"硬基建"和"软基建"。 今年下半年以来,政策持续加码低空基础设施建设。在国家层面,10月31日,国家发展改革委等部门联 合发布《深化智慧城市发展 推进全域数字化转型行动计划》,提出"支持有条件 ...
五部门:支持有条件的地区适度超前布局低空数据基础设施
Jing Ji Guan Cha Wang· 2025-10-31 02:44
Core Viewpoint - The article discusses the issuance of an action plan by the National Development and Reform Commission and four other departments to accelerate the digital transformation of smart cities, focusing on the digital upgrade of urban infrastructure [1] Group 1: Digital Infrastructure Development - The plan emphasizes the need for a digital update and renovation of urban infrastructure [1] - It proposes the orderly implementation of urban ubiquitous sensing projects in high-risk areas such as pipeline leakage points, road slope risk points, geological disaster-prone areas, and key flood drainage nodes [1] - The initiative aims to unify planning and deploy urban intelligent sensing terminal devices in these risk-prone regions [1] Group 2: Safety and Management Enhancements - The use of artificial intelligence and other technologies is encouraged to deepen the construction of urban lifeline safety projects [1] - The plan focuses on the digital transformation and intelligent management of urban infrastructure, including gas, water supply, drainage, heating, bridges, tunnels, and comprehensive utility tunnels [1] - It aims to strengthen the inspection and remediation of potential road collapse hazards [1] Group 3: Planning and Construction Mechanisms - The establishment of a synchronized planning and construction mechanism for digital infrastructure and municipal infrastructure is highlighted [1] - The plan supports regions with conditions to proactively layout low-altitude data infrastructure to support urban inspection, logistics distribution, and production operations [1] - It promotes the construction of intelligent roadside infrastructure and cloud control platforms to enhance vehicle-road collaboration [1]
国家发改委等部门:支持有条件的地区适度超前布局低空数据基础设施
人民财讯10月31日电,国家发展改革委等部门印发《深化智慧城市发展推进全域数字化转型行动计 划》,其中提出,加快城市基础设施数字化更新改造。有序实施城市泛在感知工程,在管道泄漏爆管风 险点、道路边坡风险点、地质灾害易发点、防洪排涝关键节点、易涝积水点、城市桥梁隧道等风险高发 区域,统一规划、集约部署城市智能感知终端设备。运用人工智能等技术深化城市生命线安全工程建 设,推动城市燃气、供水、排水、供热、桥梁、隧道、综合管廊等基础设施数字化改造和智能化管理, 加强城市道路塌陷隐患排查整治。建立健全数字基础设施和市政基础设施同步规划、同步建设机制。支 持有条件的地区适度超前布局低空数据基础设施,支撑城市巡检、物流配送、生产作业等场景,推动智 能化路侧基础设施和云控基础平台建设,提升车路协同水平。 ...