Core Insights - The report from CICC highlights that the low-altitude economy strategy is reshaping urban governance and service ecosystems through the use of drones, enhancing efficiency and accelerating the digital and intelligent upgrade of urban management [1][2] Group 1: Urban Governance and Drone Development - Urban governance drones are experiencing growth opportunities driven by urbanization pressures and the increasing demand for public social governance [2] - By June 2025, the number of motor vehicles in China is expected to exceed 460 million, leading to severe traffic congestion, while over one million high-rise buildings pose fire hazards, increasing the need for public safety event warnings [2] Group 2: Policy Support and Market Potential - A multi-dimensional policy framework at both national and local levels is strengthening the support for drones in urban safety applications, with laws and regulations being established to promote their use [3] - The potential total market space for urban security, firefighting and emergency rescue, and environmental monitoring is estimated at 13.6 billion yuan, with an average annual potential market space of 5.4 billion yuan after considering depreciation and replacement [3] Group 3: Industry Chain Dynamics - The industry chain is expected to see development opportunities, with core component suppliers enhancing capabilities for different scenarios, while midstream participants are experiencing a "stronger becoming stronger" trend [3] - The procurement approach is evolving from single equipment purchases to scenario-based solutions, leading to continuous value upgrades in the market [3]

中金研究 随着低空经济战略的深入推进，无人机正重构城市治理与服务新生态。从助力警务精准执法、破解高层消防难题，到赋能环境实时监测、保障应急通 信畅通，无人机打破地面场景束缚，显著提升城市运行效能，加速城市治理向数字化、智能化升级。建议重点关注低空经济与城市安全建设战略协同 发展催生的投资机会。 点击小程序查看报告原文 Abstract 在城市化压力凸显与公众社会治理需求升级的双重驱动下，城市治理类无人机迎来发展契机。 随着我国城市化进程加快，截至2025年6月，机动车保有量 超4.6亿辆，交通拥堵问题严重；超百万栋高层建筑带来火灾隐患；流动人口增长也提升了公共安全事件预警需求，城市运行压力显增。无人机凭高空视 角、灵活快速部署优势有望发挥重要作用。 国家地方多维政策体系发力，为无人机赋能城市安全筑牢支撑。 国家层面，《国家安全法》筑牢法律根基，民航局规划促其规范应用；地方层面，深 圳、上海、北京等地近年也出台方案，推动无人机在警务、安防保障等领域应用。 城市无人机在安防、消防应急、环保监控等场景潜在市场空间广阔，全产业链迎发展机遇。 根据我们的测算，城市安防场景/消防及应急救援/环保监控场 景的潜在总市场空间 ...