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时报观察丨错位发展让低空经济“飞”得更稳更远
证券时报· 2025-10-20 00:08
Core Viewpoint - The maturity of China's low-altitude economy industry is continuously improving, transitioning from a homogenized development model to a new regional development pattern with unique characteristics [1][2]. Group 1: Regional Development - The Tianjin International Helicopter Expo introduced a low-altitude economy display area, showcasing the latest advancements in China's low-altitude economy industry [1]. - The Beijing-Tianjin-Hebei region has formed a unique competitive advantage in the research and application of drones, differentiating itself from the Pearl River Delta and Yangtze River Delta regions [1][2]. Group 2: Research and Application in Tianjin - Tianjin is home to significant research and application forces, including the establishment of the first national research institute focused on low-altitude economy planning and application at Tianjin University [2]. - The Tianjin Port Free Trade Zone is accelerating the development of low-altitude economy application scenarios, with a granted low-altitude airspace usage right covering 165.3 square kilometers for diverse drone flight scenarios [2]. Group 3: National Trends and Collaboration - The drone industry in China is moving towards complementary functions and differentiated development, indicating a gradual formation of national industrial collaboration [3]. - The development of the low-altitude economy should be tailored to local conditions to avoid a boom-and-bust cycle [2].
时报观察丨错位发展让低空经济“飞”得更稳更远
Core Insights - The Chinese drone industry is transitioning from a homogenized development model to a new regional development pattern characterized by unique features [1][2] - The 7th China Tianjin International Helicopter Expo introduced a low-altitude economy exhibition area, showcasing the latest advancements in China's low-altitude economy industry [1] - The Beijing-Tianjin-Hebei region has formed a unique competitive advantage in drone research and application, differentiating itself from the Pearl River Delta and Yangtze River Delta regions [1][2] Regional Development - Tianjin is leveraging its research and application strengths, including the establishment of the first national research institute focused on low-altitude economy planning and application [2] - The Tianjin Port Free Trade Zone is accelerating the development of low-altitude economic application scenarios through "institutional innovation + scene opening" [2] - The participation of Tianjin enterprises, such as Yifei Zhikong Technology Co., in drone performances highlights the city's significant role in the drone application sector [2] National Trends - The Pearl River Delta leads in consumer-grade drone technology innovation and commercialization, while the Yangtze River Delta has established a competitive edge in industrial-grade high-end drones [2] - The formation of regional development patterns reflects the increasing maturity of China's low-altitude economy industry [2] - National representatives emphasize the need for tailored development strategies to avoid a boom-and-bust cycle in the low-altitude economy [2][3] Industry Collaboration - The expo showcased a trend towards functional complementarity and differentiated development within the drone industry, indicating a gradual formation of national industrial collaboration [3] - This collaborative effort is expected to contribute to a more stable and sustainable growth trajectory for China's low-altitude economy industry [3]
时报观察 错位发展让低空经济“飞”得更稳更远
Zheng Quan Shi Bao· 2025-10-19 22:33
Core Insights - The Chinese drone industry is transitioning from a homogenized development model to a new regional development pattern characterized by unique features [1][2] - The 7th China Tianjin International Helicopter Expo introduced a low-altitude economy exhibition area, showcasing the latest advancements in the low-altitude economy sector [1] - The Beijing-Tianjin-Hebei region has formed a unique competitive advantage in drone research and application, differentiating itself from the Pearl River Delta and Yangtze River Delta regions [1] Industry Developments - Tianjin has established significant research and application capabilities in the low-altitude economy, including the founding of the first national research institute focused on low-altitude economic planning and application [1] - The Tianjin Port Free Trade Zone is accelerating the development of low-altitude economic application scenarios through "institutional innovation + scene opening," with a newly approved low-altitude airspace usage right covering 165.3 square kilometers [2] - Companies like Yifei Zhikong (Tianjin) Technology Co., Ltd. are emerging as key players in the national drone performance sector, highlighting the achievements of Tianjin enterprises in drone applications [2] Regional Competitive Advantages - The Pearl River Delta leads in consumer-grade drone technology innovation and commercialization, supported by its electronic information industry base [2] - The Yangtze River Delta has established a competitive advantage in industrial-grade high-end drones, backed by a complete eVTOL and new energy industry chain [2] - The development of regional characteristics in the drone industry reflects the increasing maturity of China's low-altitude economy sector [2] Future Outlook - National representatives emphasize the need for tailored development of the low-altitude economy to avoid a boom-and-bust cycle [2] - The diverse strengths exhibited by participating companies at the expo indicate a trend towards complementary functions and differentiated development within the Chinese drone industry [2] - This collaborative industrial evolution is expected to contribute to a more stable and sustainable growth trajectory for China's low-altitude economy [2]