再过几天，2025年就将与我们挥别，辉煌"十四五"也将完美收官。收官之年，北京自觉把握在全国发展 大局中的定位，主动扛起经济挑大梁责任。全市经济保持平稳运行、稳中向好，正向"五万亿之城"稳步 迈进—— 产业向"新"，全市产业结构向高端化持续攀升，新能源汽车、集成电路、5G智能手机、锂离子电池 等"北京智造"的招牌愈发闪亮；消费见"融"，鸟巢、首钢园、工体……众多地标上演的演唱会、体育赛 事、电子竞技屡破纪录，展现出文商旅体展融合的强大引力；民生有"感"，家门口添了区域养老服务中 心，五环内和城市副中心交通信号灯全部联网，越来越多学校上新智慧食堂，民生保障更有力。 产业向"新" 结构向高端化持续攀升 几天前，全球首个治疗糖尿病周围神经痛的贴剂获批，填补了国内外用一线药物的治疗空白。 一片贴剂蕴含的科技不可小看：它既得让药物高效渗透，又要降低皮肤不良反应，还得实现药物缓慢平 稳释放，支撑长达12小时的持续效果。这依靠的是京企自主研发的骨架型水凝胶技术。"我们这项技术 的冷流控制、持黏力稳定性均处于行业领先水平，皮肤刺激性显著低于同类产品，形成差异化竞争优 势。"研发该贴剂的泰德制药公司相关负责人说。 类似这样的" ...

本报记者 曹政 今年国庆中秋假期，首钢园成为球迷游客欢乐的海洋，WTT中国大满贯赛带火了周边的赛事经济和文旅 热潮，群明湖上游船游弋，洋溢着秋日的惬意。本报记者 潘之望摄（资料照片） 消费见"融"。鸟巢、首钢园、工体……众多地标上演的演唱会、体育赛事、电子竞技屡破纪录，展现出 文商旅体展融合的强大引力。 再过几天，2025年就将与我们挥别，辉煌"十四五"也将完美收官。 民生有"感"。家门口添了区域养老服务中心，五环内和城市副中心交通信号灯全部联网，越来越多学校 上新智慧食堂，民生保障更有力。 收官之年，北京自觉把握在全国发展大局中的定位，主动扛起经济挑大梁责任。全市经济保持平稳运 行、稳中向好，正向"五万亿之城"稳步迈进—— 产业向"新"。全市产业结构向高端化持续攀升，新能源汽车、集成电路、5G智能手机、锂离子电池 等"北京智造"的招牌愈发闪亮。 几天前，全球首个治疗糖尿病周围神经痛的贴剂获批，填补了国内外用一线药物的治疗空白。 一片贴剂蕴含的科技不可小看：它既得让药物高效渗透，又要降低皮肤不良反应，还得实现药物缓慢平 稳释放，支撑长达12小时的持续效果。这依靠的是京企自主研发的骨架型水凝胶技术。"我们这项技 ...

转自：北京日报客户端 今年国庆中秋假期，首钢园成为球迷游客欢乐的海洋，WTT中国大满贯赛带火了周边的赛事经济和文 旅热潮，群明湖上游船游弋，洋溢着秋日的惬意。本报记者 潘之望摄（资料照片） 再过几天，2025年就将与我们挥别，辉煌"十四五"也将完美收官。 收官之年，北京自觉把握在全国发展大局中的定位，主动扛起经济挑大梁责任。全市经济保持平稳运 行、稳中向好，正向"五万亿之城"稳步迈进—— 3月12日，"明眸慧思 开启万物"北京人形机器人创新中心通用具身智能平台"慧思开物"发布会在北京经 开区通明湖会展中心举办。本报记者 和冠欣摄 产业向"新"。全市产业结构向高端化持续攀升，新能源汽车、集成电路、5G智能手机、锂离子电池 等"北京智造"的招牌愈发闪亮。 消费见"融"。鸟巢、首钢园、工体……众多地标上演的演唱会、体育赛事、电子竞技屡破纪录，展现出 文商旅体展融合的强大引力。 民生有"感"。家门口添了区域养老服务中心，五环内和城市副中心交通信号灯全部联网，越来越多学校 上新智慧食堂，民生保障更有力。 产业结构向高端化持续攀升 几天前，全球首个治疗糖尿病周围神经痛的贴剂获批，填补了国内外用一线药物的治疗空白。 自动驾 ...

Core Viewpoint - The low-altitude economy in China is transitioning from pilot projects to large-scale applications, with a projected market size of 1.5 trillion yuan by 2025 and over 2 trillion yuan by 2030, indicating strong growth momentum in the industry [1] Group 1: Market Potential and Growth - The low-altitude economy encompasses various low-altitude flight activities, including manned and unmanned aerial vehicles, which are expected to drive commercial activities and public services [1] - China holds approximately 70% of the global market share in consumer drones, with 969 companies registered in the civil unmanned aerial vehicle product information system and over 478 million related aircraft [1] - The value chain of the drone industry in China shows that upstream segments account for 70% of the output value, while design, testing, and operational services each account for 15% [2] Group 2: Technological and Industrial Foundations - China's competitive edge in new energy industries provides supply chain advantages for low-altitude aircraft manufacturing, including technology accumulation in batteries, materials, and control systems [2] - The successful delivery of the first 100 light sport aircraft by a company in just two years demonstrates the market's recognition of low-altitude economic products [2] - By 2035, the value of China's drone logistics is expected to exceed 1 trillion yuan, with an annual growth rate of around 20% [2] Group 3: Policy and Regulatory Environment - The establishment of the National Development and Reform Commission's low-altitude economic development department in 2024 aims to address multi-head management issues and provide institutional support for the industry [3] - Shenzhen has introduced the first legislative framework for low-altitude economic development, establishing a classified airspace management mechanism to ensure sustainable industry growth [3] - The government is enhancing pilot programs and systematic layouts to tackle challenges in commercial models and infrastructure, promoting collaborative development in the aviation industry [3] Group 4: Transition from Policy to Market-Driven Growth - The low-altitude economy is shifting from being policy-driven to market-driven, unlocking broader value spaces as infrastructure and management bottlenecks are gradually resolved [4] - The continuous validation of scenarios is enhancing the economic viability of the low-altitude sector, indicating a strengthening of its "blood production capacity" [4]

Investment Rating - The industry investment rating is "Positive" and maintained [7] Core Viewpoints - The report highlights that Chongqing aims to become a strong city for low-altitude economic development, supported by a new policy document that includes 17 measures across three areas to foster innovation and growth in the low-altitude economy [2][4][9] - The low-altitude economy is expected to drive the entire industry chain, with upstream focusing on raw materials and core components, midstream on drones and supporting equipment, and downstream on aviation management and information technology [2][9] - The market size of China's low-altitude economy is projected to reach 1.5 trillion yuan by 2025 and exceed 2 trillion yuan by 2030, indicating significant growth potential [9] Summary by Sections Policy Measures - The policy measures include four demand-side initiatives to create low-altitude demonstration scenarios, seven supply-side initiatives to support industrial innovation, and six measures to enhance the low-altitude security system [9] - This policy follows previous initiatives aimed at managing low-altitude airspace and identifying application scenarios, indicating a comprehensive approach to developing the low-altitude economy in Chongqing [9] Industry Development - The report notes that multiple regions in China are forming low-altitude industry clusters, with significant progress in areas like Xinjiang, the Guangdong-Hong Kong-Macau Greater Bay Area, and the Yangtze River Delta [9] - The low-altitude economy is transitioning from pilot demonstrations to large-scale implementation, with emerging business models in drone logistics, passenger travel, and low-altitude tourism [9] Market Outlook - The low-altitude economy is recognized as a strategic emerging industry in China, with rapid development and a shift from equipment technology catch-up to leading positions in certain areas [9] - The report suggests focusing on the entire low-altitude economy supply chain, particularly in aviation information technology and air traffic management sectors [9]

Core Insights - The low-altitude economy in China is experiencing rapid development, transitioning from a technology catch-up phase to a leading position in certain areas [1] - The 2025 China Aviation Industry Conference highlighted significant achievements in the low-altitude industry and aims to promote collaboration and development [1] Industry Growth - The scale of China's low-altitude economy is expanding, with the civil aviation product output value expected to exceed 160 billion yuan in 2024, marking a 23.6% year-on-year increase [1] - The market size of the low-altitude economy is projected to reach 1.5 trillion yuan by 2025 and potentially exceed 2 trillion yuan by 2030, indicating strong growth momentum [1] Technological and Market Developments - There are currently 969 registered companies in the civil unmanned aerial vehicle sector, with 3,191 products and over 4.78 million aircraft [1] - The low-altitude logistics sector is growing rapidly, with over 140 new low-altitude logistics routes opened in 2024 and an order volume of 48 billion in the instant delivery industry [2] Regional and Infrastructure Initiatives - Cities like Shenzhen, Chengdu, and Nanchang are forming low-altitude industry clusters, fostering new business models in areas such as drone logistics and low-altitude tourism [2] - The government is enhancing infrastructure and airspace management to support the low-altitude economy as a key driver for regional development and industrial upgrades [2] Challenges and Strategic Responses - Key technological challenges remain, with varying R&D standards among companies and high costs limiting market competitiveness [2] - The government is promoting a comprehensive approach to address challenges in commercial models and infrastructure, transitioning from pilot demonstrations to large-scale implementation [2][3] Future Directions - The Ministry of Industry and Information Technology plans to deepen the cluster development of the aviation industry, focusing on specialized enterprises and enhancing supply chain capabilities [3] - As infrastructure and management bottlenecks are resolved, the low-altitude economy is shifting from being policy-driven to market-driven, providing sustained momentum for industrial upgrades [3]

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].

Group 1 - The low-altitude economy in China 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 momentum in the industry [1] - Currently, there are 969 companies registered in the civil unmanned aerial vehicle product information system in China, with 3,191 types of products and over 4.78 million aircraft [1] - Major cities like Shenzhen, Chengdu, and Nanchang have formed clusters in the low-altitude industry, developing new business models in areas such as drone logistics, manned travel, and low-altitude tourism [1] Group 2 - The global aviation industry is undergoing profound changes, with the integration of new energy and next-generation information technology accelerating opportunities and challenges [2] - There is a call for deepening the agglomeration development of the aviation industry, focusing on key model research to cultivate specialized enterprises and build professional aviation equipment manufacturing bases [2] - Enhancing regional collaboration, improving supply chain capabilities, and advancing digital production levels are essential for building national advanced manufacturing clusters, such as large aircraft [2]

Core Insights - The 2025 China (Jiangxi) Aviation Industry Conference highlighted the robust growth of the low-altitude economy in China, with projections indicating a market size of 1.5 trillion yuan by 2025 and a potential to exceed 2 trillion yuan by 2030 [1] Industry Growth - The rapid expansion of the industry is attributed to significant breakthroughs in low-altitude equipment manufacturing [1] - Currently, there are 969 companies registered in the civil unmanned aerial vehicle product information system, with 3,191 types of products and over 478,000 units registered [1] - The world's first four-seat electric aircraft has received a type certificate from the Civil Aviation Administration of China [1]

Core Insights - The low-altitude economy in China is experiencing robust growth, with projections indicating a market size of 1.5 trillion yuan by 2025 and potentially exceeding 2 trillion yuan by 2030 [1][3]. Group 1: Market Growth and Projections - The low-altitude economy is recognized as a strategic emerging industry, transitioning from a technology catch-up phase to a leading position in certain areas [3]. - The rapid expansion of the industry is supported by significant breakthroughs in low-altitude equipment, with 969 companies registered in the civil unmanned aerial vehicle product information system and over 478,000 aircraft [3][5]. - The low-altitude logistics sector is particularly dynamic, with over 140 new low-altitude logistics routes expected to open in 2024, leading to an estimated 48 billion orders in the instant delivery sector [3]. Group 2: Policy Support and Infrastructure Development - The Ministry of Industry and Information Technology (MIIT) is actively promoting the development of the civil aviation and low-altitude equipment industries, emphasizing the importance of infrastructure and resource utilization [2][6]. - Recent government measures encourage private investment in low-altitude economic infrastructure and aim to optimize policies for satellite communication and commercial space projects [7]. - The MIIT is focusing on enhancing the technological innovation capabilities of the industry and fostering collaboration across the supply chain [6][8]. Group 3: Challenges and Strategic Initiatives - Despite the growth, the low-altitude economy faces challenges related to infrastructure layout, airspace resource utilization, and the need for innovative business models [4]. - The government is implementing a comprehensive approach to address these challenges, including infrastructure development, airspace optimization, and ecosystem integration [4][8]. - The MIIT aims to cultivate specialized enterprises and enhance regional collaboration to strengthen the low-altitude industry's overall capabilities [4][6].