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【财经分析】AI赋能竞逐低空经济万亿市场 行业投资需“从场景中找产业”
Xin Hua Cai Jing· 2025-10-15 14:18
Core Insights - The low-altitude economy in China is rapidly developing, with the market expected to reach 1.5 trillion yuan by 2025, driven by advancements in technology and infrastructure [1][4][5] - The integration of AI technology is seen as a crucial support for the growth of the low-altitude industry, enhancing safety and operational efficiency [2][3][5] Industry Development - The low-altitude economy has become a key area of focus, with over 1,400 companies involved in the sector and significant advancements in various aircraft technologies, including nearly 30 types of ton-class drones and 70 types of electric vertical takeoff and landing (eVTOL) aircraft [2][3] - Hangzhou, as a pilot city for low-altitude economy initiatives, has seen its industry output value exceed 32.9 billion yuan in 2024, marking a 26.54% year-on-year increase [2] Technological Innovations - The introduction of AI in low-altitude operations is highlighted, with innovations such as the "Wuqiong" model for real-time drone data analysis and predictive trajectory modeling [3] - New technologies and equipment were showcased at the Digital Trade Fair, emphasizing the role of AI in enhancing low-altitude safety and operational capabilities [3] Investment Landscape - The low-altitude economy is attracting significant investment interest, but there are concerns about potential market bubbles and the need for real-world application scenarios to validate investment opportunities [4][5] - Companies are encouraged to focus on practical applications and the development of supporting infrastructure to ensure sustainable growth in the low-altitude sector [5][6] Market Challenges - The low-altitude economy faces several challenges, including technological limitations, inadequate infrastructure, and a lack of standardized management platforms [3][4] - The current number of general aviation aircraft in China is only 2% of that in the U.S., indicating a need for significant advancements in technology and infrastructure to support future growth [3]