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任和、张仲麟:低空经济要成型,得先把商业循环做起来
Sou Hu Cai Jing· 2026-01-30 09:04
Core Insights - The "low-altitude economy" is gaining momentum with various applications such as drone logistics, power inspection, agricultural protection, and emergency rescue being implemented across cities [1] - The discussion highlights the need for a stable operational system and sustainable business model to avoid the pitfalls of hype without substance in the industry [1] Group 1: Industry Development - The key to the successful implementation of the low-altitude economy lies not just in technology but in establishing a comprehensive operational framework, including airspace release, simplified flight reporting processes, and infrastructure development [2] - The current enthusiasm for e-VTOL (electric vertical takeoff and landing) aircraft is evident, but challenges such as limited range and high costs remain significant barriers to widespread adoption [15][24] - The industry is still in its early stages, with many players focusing on aircraft development rather than creating a viable economic ecosystem [14] Group 2: Market Dynamics - The low-altitude economy must evolve into a true economic model, which requires integrating aerial vehicles into everyday life, similar to how cars became household items [19] - The market's acceptance and demand for these technologies will ultimately determine their success, necessitating a focus on practical applications that enhance efficiency and generate economic benefits [18][19] - The establishment of a national air traffic control network and adequate takeoff and landing points is crucial for the development of a sustainable low-altitude economy [22] Group 3: Safety and Regulation - Safety remains a fundamental concern, particularly for unmanned cargo aircraft, which must ensure reliable data links and comprehensive monitoring systems to mitigate risks [27][30] - Regulatory frameworks need to evolve to support the safe integration of these technologies into the airspace, particularly in urban areas [31] - The industry must balance innovation with safety and reliability to foster public trust and acceptance [30][34]
“低空经济”讲了这么多年,想坐上“飞行汽车”还要等多久?
Guan Cha Zhe Wang· 2026-01-30 07:18
"低空经济"如火如荼,许多城市都在加速"向天空要增量":无人机物流、电力巡检、农业植保、应急救 援等应用不断落地,城市低空交通也开始试点;e-VTOL试飞、取证、文旅观光的消息接连出现。 随着热度走高,大家对产业的好奇也越来越多——"低空经济"讲了许多年,什么时候才能真正铺开?技 术创新有了这么多,哪些场景有望很快用得上?低空经济做大做强,最亟待解决的问题有哪些?它究竟 是"技术的竞赛",还是"业态的建设"?如果不能形成稳定的运营体系和可持续的商业闭环,这股热潮会 不会滑向"一哄而上、一地鸡毛"? 在观察者网"2026答案秀·思想者春晚"活动期间,上海通用航空协会专家委员会主任、俄罗斯工程院外 籍院士任和与民航业评论员张仲麟对谈,围绕低空经济从"技术热"到"业态熟"的破局路径、eVTOL商业 化落地的现实梗阻、无人货机的安全监管边界,以及如何跳出"重炒作轻闭环"的产业误区等话题,分享 了独到的行业见解。 任和认为,安全永远是底线,但在安全有保证的前提下,更急迫的是把商业运营跑通。技术当然重要, 不过低空经济要真正落地,关键不在于把航空器做出来,而在于先把"业态"搭起来:航空器只是其中一 环,决定能否规模化运行 ...
万亿赛道加速起飞,低空经济解锁空中“新玩法”
Core Viewpoint - The low-altitude economy is rapidly developing in China, with significant government support and a variety of innovative applications emerging in logistics, emergency response, and personal aviation [1][4][12]. Group 1: Government Initiatives - The State Council has issued implementation opinions to accelerate the cultivation and large-scale application of new scenarios, emphasizing the development of the low-altitude economy [1]. - In the "14th Five-Year Plan," the low-altitude economy is identified as a strategic emerging industry cluster that requires accelerated development [4]. - Multiple government departments have encouraged the orderly development of drone transportation and delivery services, highlighting the importance of private capital in infrastructure development for the low-altitude economy [4]. Group 2: Technological Advancements - A team from Changzhou has developed a fully domestically produced large cargo drone, which is set to undergo test flights, showcasing the maturity of China's aviation industry chain [3]. - The Wing Loong-2H, a domestically developed large fixed-wing drone, is capable of performing precise weather modification operations, demonstrating advanced capabilities in various applications [4]. - The rapid development of drone technology has led to innovative applications, such as a tethered drone fire truck that can effectively tackle high-rise building fires [8]. Group 3: Practical Applications - Drones are being utilized in emergency response scenarios, such as coordinating firefighting efforts by providing real-time data and conducting weather modification operations [6]. - The low-altitude economy is integrating into daily life, with applications ranging from logistics delivery to personal flying experiences, indicating a shift from pure technology supply to demand-driven innovation [12]. - The production of small and medium-sized aviation engines and light sport aircraft in Zhuzhou has achieved significant market shares, further supporting the growth of the low-altitude economy [10].