无人机行业现状与展望 20251007 摘要 民用无人机市场由消费级和工业级构成，平均单价超 2 万元人民币。 2024 年消费级无人机市场规模预计为 50 亿美元，到 2033 年达 140 亿美元，复合增长率约 10%，年销量约 700 万台，均价 5,000 多元。 2023 年工业级无人机市场规模已达 197 亿美元，增速或高于消费级。 无人机市场主要区域包括欧美、中美洲及亚太地区，亚太以中国为主。 消费级无人机市场大疆占据全球 70%以上份额，国内高达 80%以上。 工业级市场大疆占 37%左右，竞争格局分散，极飞科技、亿航和道通等 公司也有一定份额。 无人机硬件趋向小型化和轻量化设计，软件向操作简单化发展，如一键 操控和 AI 一键成片功能。产品设计需考虑各国监管对重量的限制（如 249 克以下无需注册备案）。 大疆创新科技有限公司年收入规模约 600 亿元，无人机业务占比 70%- 80%，海外收入占比 70%，毛利率不低于 50%，高端系列接近 70%甚 至更高。公司拥有超过 1,000 人的研发团队，协同工作提高研发效率。 Q&A 目前全球无人机市场的总体规模和民用无人机的市场情况如何？ 2 ...

这个国庆假期， 中央广播电视总台大型 季播节目 《城市风华录》深圳篇 播出， 节目由 总台主持人 撒贝宁、王嘉宁、孟湛东与同济大学特聘教授诸大建、演员 王鸥组成 的 " 风华团 " ，带着对 " 奇迹 " 的追问走进深圳。 在 9 月份的节目录制期间，就有深圳网友在龙岗偶遇撒贝宁，当时他正在机器人 6S 店 体验各种 " 黑科技 " 。节目播出后，网友们纷纷表示： " 小撒这次是彻 底和机器人杠上了。 " 节目中的一大亮点是撒贝宁来到位于深圳龙岗的 全球首家机器人 6S 店， 一进门就问出一句让现场气氛瞬间活跃的话： " 你是真人还是机器人？ " 现场嘉宾被逗 乐，网友直呼 " 综艺感满分 " 。 从元宵晚会模仿机器人的经典场面，到如今深圳探店， 这 "六亲不认的机器人步伐梗 " 也是被撒老师玩出续集了！ 回到前面提到的外骨骼， 佩戴者穿上这套外骨骼机器人 可轻松提起 20 公斤的哑铃 。 据介绍，这款设备已经从最初的 " 爬山神器 " 进化成多场景应用的实用工 具，在 养老助行、工业防护等领域 都有广泛应用。 在店内，撒贝宁体验了被称为 " 赛博外挂 " 的外骨骼机器人， 穿上后迈出了六亲不认的步伐 。 咖 ...

Core Insights - The meeting held on September 29 in Shenyang aimed to explore the development paths and future trends of low-altitude economy integration and innovation, promoting high-quality development in Liaoning and nationwide [1] Group 1: Meeting Objectives and Themes - The conference focused on the theme of low-altitude economy integration and innovation, featuring reports from Chinese Academy of Engineering academicians on the development history and current status of general aviation, strategic measures for emergency rescue systems, and technological advancements related to low-altitude economy [1] - Multiple industry experts shared research findings and practical experiences regarding the industrial layout, cutting-edge technologies, application scenarios, and infrastructure development in the low-altitude economy sector [1] Group 2: Action Plans and Goals - The "Three-Year Action Plan for High-Quality Development of Low-Altitude Economic Manufacturing Industry in Liaoning Province (2025-2027)" was released during the meeting, outlining goals for the province [1] - By 2027, the plan aims for the industrialization and lineage development of new energy aircraft, industrial-grade drones, and military drones, with significant projects like commercial cargo drones and hybrid electric systems entering the industrialization phase [1] - The establishment of low-altitude aircraft industrial parks in cities like Shenyang and Dalian is also part of the plan, aiming to create a high-quality, low-cost supporting system [1]

9月25日，由广东省商务厅主办的2025粤港澳大湾区全球招商大会系列活动—广东省低空经济产业专题对接会在广州举行。本次 对接会，由广东省商务厅主办，邀请了广东省推动低空经济高质量发展工作专班、金融机构、行业协会和专家及地市代表约180 人参会。大会通过聚焦低空经济应用场景需求，搭建高实效、强链接、能落地的资源对接平台，推动一批优质项目与各地市、 产业园区、金融机构实现精准匹配对接，为全省低空经济产业高质量发展注入新动能。 本次对接会还进行了重点地市（低空经济产业园区）推介。广州市开发区（黄埔区）作为广州市实体经济主战场，依托雄厚的 制造业基础，前瞻性地布局低空经济产业，在中新广州知识城规划约5平方公里的低空经济产业园，按照双园互动发展格局，支 撑黄埔区全地域、全领域低空应用场景，构建低空经济产业生态。为充分满足低空飞行器在生产与测试环节的关键需求，首开 区规划建设一条长达800米的专用跑道，专用于新型航空器的试飞验证工作，旨在为基础设施层面奠定坚实基础，有力推动低空 经济产业实现规模化、集聚化发展。 广东省商务厅副厅长朱小军指出，广东低空经济已迈入千亿规模，相关企业超1.5万家，占全国低空经济产业链企业的30 ...

Group 1: Mechanical Industry - The mechanical industry report highlights that the US CPI increased by 2.9% year-on-year in August, with a core CPI rise of 3.1% and non-farm employment adding 22,000 jobs [1][4] - The report suggests focusing on export-oriented consumer companies with global manufacturing layouts, brand output capabilities, and channel integration advantages, especially those with diversified capacity and stable customer loyalty [3][16] - The report notes a slight depreciation of the US dollar against the RMB and a slight appreciation of the euro against the RMB, with major shipping routes experiencing a year-on-year increase in freight rates [1][5] Group 2: Aviation Industry - The aviation industry is expected to enter a "super cycle" with high passenger load factors and improving supply-demand dynamics, potentially leading to a significant increase in airline profitability by 2026 [2][8][25] - The report indicates that the Chinese aviation market has achieved market-driven pricing and high load factors, which are essential for price transmission [8][25] - The report anticipates that if business travel demand continues to recover, airlines' profitability will significantly increase, marking a long-term positive trend for the industry [8][25][27] Group 3: Fixed Income Research - The report discusses the issuance of local government bonds in various provinces, totaling 188.52 billion RMB, with a slight narrowing of the bond issuance spread [2][14] - It highlights the impact of the Federal Reserve's interest rate cuts on global policy cycles and the need to monitor liquidity changes and structural opportunities in the bond market [1][11] - The report emphasizes the importance of adjusting investment strategies in response to the evolving interest rate landscape and liquidity conditions [11][13]

Core Insights - The establishment of the Future Low-altitude Economy Innovation Center in Tianfu New Area aims to explore business models, technological routes, and application scenarios for the low-altitude economy, promoting high-quality development in this sector [1][2] Group 1: Low-altitude Economy Development - The conference released a report on low-altitude economy, covering six aspects: understanding low-altitude economy, development trends, misconceptions, development strategies, urgent issues, and what Chengdu lacks for low-altitude economy growth [1] - By 2027, major cities like Shenzhen, Chengdu, Shanghai, Guangzhou, Suzhou, Nanjing, and Hefei are expected to complete infrastructure for both air and ground, facilitating widespread adoption of low-altitude logistics, delivery services, and air taxi operations [1] Group 2: Chengdu's Low-altitude Economy Landscape - Chengdu has a strong focus on low-altitude economy, hosting numerous industrial-grade drone manufacturers and supporting companies, as well as research institutions like the Civil Aviation Administration of China and the Civil Aviation Flight University of China [1] - The Future Low-altitude Economy Innovation Center will provide think tank support and attract leading global companies in the low-altitude economy to establish a model base in Tianfu New Area, promoting the "Chengdu model" [2]

Core Viewpoint - The company, Guoanda (300902), emphasizes its strategic focus on the low-altitude economy as a key emerging industry, integrating its long-term development plans with systematic strategic planning and full industry chain layout since last year [1] Summary by Relevant Sections - **Strategic Investment** - The strategic investment in Kewitai aligns with the company's development plans in the low-altitude economy, marking a critical strategic move [1] - **Technological Integration** - By leveraging Kewitai's core technological advantages in areas such as drone systems, intelligent flight control systems, and communication networks, the company aims to solidify its technological foundation in the low-altitude economy [1] - **Industry Chain Development** - The collaboration with Kewitai is expected to enhance the company's capabilities across the entire industry chain, including R&D, manufacturing, operational services, and data applications for industrial-grade drones and core components [1] - **Market Entry and Resource Acquisition** - The low-altitude economy presents certain barriers, and the drone industry requires significant technological accumulation. The strategic investment allows the company to quickly enter this new field by accessing Kewitai's established resources, technology, and market advantages [1]

每日经济新闻 活动现场 图片来源：四川天府新区提供 9月20日，四川天府新区"融聚天府 智启新程"立园满园行动暨低空经济高质量发展大会在天府数智产业园举行。会上，未来低空经济创新中心正式揭牌成 立，旨在探索低空经济商业模式和技术路线，拓展应用场景，普及相关知识，推动国际交流与合作，助力低空经济高质量发展。 大会现场独家发布了《低空经济研究报告》。未来低空经济创新中心理事长罗军在报告中指出，低空经济是一门系统性科学，是新基建、新商业、新经济的 组合，其本质是城市空中交通经济，是国家立体交通和交通强国战略的重要组成部分。发展低空经济需掌握底层逻辑与发展规律，制定顶层设计与路线图， 并加快完善空中和地面基础设施和配套服务。只有在飞行保障、行业标准和规则健全的前提下，低空经济产业化才能真正落地。 他认为，2027年和2030年是低空经济发展的关键时间节点。2027年深圳、成都、上海、广州、苏州、南京、合肥等少数大城市可能基本完成空中与地面基础 设施建设，将率先迎来低空物流和快递业务、空中的士业务的大范围推广，基本进入到低空经济时代。而2030年，我国主要省会城市和部分大中城市将基本 进入到低空经济时代，打飞的以及飞行 ...

中经记者 陈婷 赵毅 深圳报道 有关数据显示，目前深圳全市经营主体达450.8万家，其中国家高新技术企业2.5万家，平均每平方公里 拥有12家；专精特新企业1.1万家，其中国家级专精特新"小巨人"企业1025家。 聚集专精特新企业1.1万家 8月26日，深圳经济特区迎来建立45周年。作为广东省重要的"经济大市"，深圳在2011年GDP首次突破 万亿元大关，近五年（2020年—2024年）深圳地区生产总值年均增长5.5%，站上3.68万亿元新台阶，其 2024年GDP增速位居国内大中城市前列。 《2025年深圳市政府工作报告》明确，深圳今年经济社会发展主要预期目标是全市地区生产总值增长 5.5%，在实际工作中争取更好结果。 根据广东省地区生产总值统一核算结果，2025年上半年，深圳地区生产总值18322.26亿元，按不变价格 计算，同比增长5.1%。其中，第一产业增加值10.33亿元，增长2.8%；第二产业增加值6505.56亿元，增 长3.3%；第三产业增加值11806.37亿元，增长6.1%。 粤港澳大湾区建设为深圳带来前所未有的战略机遇，显著强化了其核心引擎地位。当前全球经济格局正 经历深刻的重塑，技术革 ...

Core Insights - Longhua District is rapidly developing its low-altitude economy, with 445 related enterprises gathered, accounting for 23% of the city's total [1][2] - The establishment of the Zhangkeng Direct Helicopter Airport is a significant milestone, expected to be completed by the end of 2027, enhancing the region's role in low-altitude economic activities [1] - The district's low-altitude infrastructure includes a comprehensive system of one general aviation airport, one air-rail intermodal demonstration point, multiple public service take-off and landing points, and various commercial take-off facilities [2] Industry Development - The low-altitude economy in Longhua is supported by a projected revenue of 3.8 billion yuan (approximately 0.54 billion USD) in the first half of 2025, with a year-on-year growth rate of 14% [2] - The industrial drone application cluster in Longhua has been recognized as a distinctive cluster for small and medium-sized enterprises in Guangdong Province for 2025, featuring notable companies like Meituan Drone and Rongqi [2] - The Shenzhen Low Altitude Infrastructure High-Quality Construction Plan (2024-2026) aims to establish a network of a thousand flight routes and landing points, promoting collaborative development across several districts [1]