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政策、设施与资本三重驱动下,谁在借力7.6亿元基金抢占低空赛道?
Hua Xia Shi Bao· 2025-11-26 14:18
Core Insights - Shenzhen has established a private equity investment fund for low-altitude economy with a total investment of 760 million RMB, marking a strategic move to transform policy ambitions into industrial realities [2][11] - The release of the "Shenzhen Low-altitude Aircraft Take-off and Landing Facility Layout Plan (2026-2035)" signifies a systematic approach to low-altitude economic infrastructure development [3][11] Investment and Infrastructure - The fund aims to create a capital framework involving Shenzhen and Longhua District, industry leader EHang, and professional venture capital institutions [2][11] - The infrastructure plan includes a network of one general aviation airport, one air-rail intermodal station, multiple public service take-off points, and commercial take-off facilities for enterprises, addressing the "last mile" issue in low-altitude flight [3][11] Industry Development - Longhua District is positioning itself as a leading area in low-altitude economy, with 445 enterprises in the industry chain, covering manufacturing, flight, support, and comprehensive services [3][4] - The district aims to build a complete industrial ecosystem characterized by "whole machine leadership, complete chains, soft and hard integration, and service empowerment" [3][4] Technological Innovation - The establishment of the 760 million RMB fund reflects recognition of the technological innovation value in the low-altitude economy, which is seen as a trillion-level market following new energy vehicles [5][11] - The fund's investment strategy focuses on high-tech upstream components and midstream manufacturing, aiming to leverage social capital for broader industry growth [5][11] Consumer and Aesthetic Transformation - The integration of low-altitude economy with fashion and technology is expected to redefine urban aesthetics and consumer experiences, with low-altitude vehicles becoming potential "mobile fashion symbols" [4][7] - The low-altitude economy is anticipated to create new consumption scenarios, merging cultural expression and personalized consumption into a vibrant "aerial fashion economy" [8][9] Urban Impact and Employment - The development of low-altitude economy is driving regional industrial structure optimization and creating diverse employment opportunities across various sectors [9][11] - New business models such as low-altitude logistics and aerial sightseeing are reshaping urban space utilization and enhancing city operational efficiency [9][11] Strategic Collaboration - The collaboration between government-led funds, leading enterprises, and professional institutions is crucial for the competitive landscape of the low-altitude economy [12] - The successful integration of capital, technology, and application scenarios will determine the future trajectory of the low-altitude economy in Shenzhen [12]