（原标题：政策东风激活万亿蓝海赛道，场外投资工具来了！） 近期首届国际低空经济博览会重磅开幕。全球近300家行业头部企业齐聚上海，19件全球首发产品、25 件全国首发产品集中亮相。开展首日，来自上海的沃兰特航空与泰国泛太平洋公司签署了500架eVTOL 采购协议，这笔高达17.5亿美元的订单创下了迄今为止中国高等级客运eVTOL获得的最大单笔国际订单 记录。 在政策、技术与市场的三重共振下，通用航空作为低空经济的核心主体，有望加速从概念走向现实，而 光大保德信基金将于8月4日——8月15日发行的光大国证通用航空指数基金（A类：024788 C类： 024789），有望成为投资者场外布局这一领域的高效投资工具。 地方政府的响应也十分积极、迅速。据不完全统计，全国已有超过25个省市将低空经济相关内容写入政 府工作报告，设立了超过24支低空经济产业基金，合肥、杭州等六大城市有望率先开展eVTOL试点， 推动低空基建等相关配套设施体系化落地。 政策暖风吹拂下，市场规模增长曲线陡峭。根据工信部赛迪研究院等数据，截至2023年末，中国低空经 济规模达5059.5亿元，伴随着低空飞行活动增加和基础设施投资见效，未来几年行业 ...

Group 1 - The first International Low Altitude Economy Expo recently opened in Shanghai, featuring nearly 300 leading companies and showcasing 19 global and 25 national product launches [1] - A significant procurement agreement was signed between Volant Aviation and Thailand's Pan Pacific Company for 500 eVTOL aircraft, amounting to $1.75 billion, marking the largest international order for high-grade passenger eVTOLs in China to date [1] - The general aviation sector is expected to accelerate from concept to reality, supported by policy, technology, and market dynamics, with the upcoming Guangda National Index General Aviation Fund anticipated to be an effective investment tool for investors [1] Group 2 - The low altitude economy has been included in government work reports for two consecutive years, with a clear roadmap established by the Ministry of Industry and Information Technology to achieve a trillion-level market by 2030 [2] - Over 25 provinces and cities have incorporated low altitude economy initiatives into their government reports, with more than 24 low altitude economy industry funds established [2] - The low altitude economy in China reached 505.95 billion yuan by the end of 2023, with projections to exceed one trillion yuan by 2026 and 3.5 trillion yuan by 2035 [2] Group 3 - The development trajectory of the general aviation industry is highly similar to that of the new energy vehicle industry a decade ago, with both being included in the strategic emerging industries category [4] - eVTOL technology shares about 70% of its core components with new energy vehicle technology, indicating a strong technological overlap [4] Group 4 - The National General Aviation Industry Index has shown an average increase of 560.96% since its inception, highlighting the high growth potential of the sector [5][7] - The index consists of 50 securities related to materials, infrastructure, aircraft manufacturing, and operational services within the general aviation industry [5] Group 5 - The top ten constituents of the National General Aviation Index are predominantly large companies with high technological barriers, indicating strong growth potential [7] - The index's constituents have an aggregate weight of 52.87% in low altitude economy-related enterprises, closely tied to this technological wave [9] Group 6 - The low altitude economy is transitioning from conceptual exploration to large-scale application, with various industries benefiting from its implementation [10] - By 2027, urban low altitude logistics is expected to operate on a large scale, with "air taxis" potentially becoming a new commuting option by 2030 [10] - The use of drones in agriculture has significantly increased efficiency, allowing for extensive monitoring and application of agricultural practices [10] Group 7 - The integration of general aviation into transportation logistics, major engineering, and public services is expected to release substantial economic value and social benefits [11] - The Guangda National Index General Aviation Fund aims to help investors capitalize on the investment opportunities arising from the development of the low altitude economy [11]

近期 首届国际低空经济博览会重磅开幕 。 全球近300家行业头部企业齐聚上海，19件全球首发产 品、25件全国首发产品集中亮相 。开展首日， 来自上海的沃兰特航空与泰国泛太平洋公司签署了 500 架 eVTOL采购协议，这笔高达17.5亿美元的订单创下了迄今为止 中国高等级客运eVTOL获得 的最大单笔国际订单记录。 在政策、技术与市场的三重共振下，通用航空作为低空经济的核心主体，有望加速从概念走向现实， 而光大保德信基金 将于8月4日——8月15日发行的光大国证通用航空指数基金（A类：024788 C 类：024789），有望成为投资者场外布局这一领域的高效投资工具。 政策东风：国家战略加持的万亿蓝海 当顶层设计与地方实践形成合力，产业发展的"加速键"被按下。 从2024年起，低空经济已连续两年 被写入政府工作报告； 2024年3月，工信部等四部门联合发布的《通用航空装备创新应用实施方案 （2024-2030年）》从国家层面明确目标，到2030年推动低空经济形成万亿级市场规模，这份纲领 性文件为产业发展绘制了清晰的路线图。 地方政府的响应也十分积极、迅速。据不完全统计，全国已有超过25个省市将低空经济相关内 ...