到2027年，围绕应急管理、物流配送、空中摆渡、城际通勤、生态安全、特色文旅等领域，形成10个以 上可复制可推广典型应用场景。 上海： 《上海市低空经济产业高质量发展行动方案（2024-2027年）》：到2027年，核心产业规模达到500亿元 以上；支持10家以上电动垂直起降航空器、工业级无人机和新能源通航飞机研发制造领军企业落地发 展，培育20家左右低空运营服务领军企业、3-5家行业领先的适航取证技术服务机构，集聚100家以上关 键配套企业。 广州： ● 本报记者 王婧涵 自低空经济被列入国家战略性新兴产业以来，全国多地已发布专项政策，推动产业集群加速形成，吸引 上下游企业纷纷落户，呈现出多地竞逐"天空之城"的景象。 北京： 《北京市促进低空经济产业高质量发展行动方案（2024-2027年）》：到2027年，低空经济相关企业数 量突破5000家，产业集聚集群发展取得明显成效，在技术创新、标准政策、低空安全、应用需求等领域 形成全国引领示范，产业规模达到1000亿元。 重庆： 《重庆市推动低空空域管理改革促进低空经济高质量发展行动方案（2024—2027年）》：到2027年，以 北斗应用为支撑的城市空中交通空 ...

Investment Rating - The report suggests a positive outlook for the new consumption sector, emphasizing the importance of technology-driven consumer products and new consumption trends [2]. Core Insights - The report highlights the guidance from the 20th Central Committee's Fourth Plenary Session regarding the future development of the consumption industry, focusing on enhancing domestic demand and creating new supply through new demand [2]. - It emphasizes the rapid advancement of technology consumption in China, with certain products gaining competitive advantages in international markets, such as drones and smart home devices [2]. - The integration of AI with the consumer industry is identified as a key trend, leading to the emergence of innovative products and services [2]. - New consumption trends are driven by changing demographics and consumer preferences, with emotional consumption becoming a significant focus [2]. - Traditional consumption faces temporary pressures due to factors like housing prices and employment, but many sectors maintain strong international competitiveness [2]. Summary by Sections New Supply and Demand - The report discusses how new supply can create new demand, particularly through technological advancements in consumer products [2]. - It mentions the low penetration rates of certain tech products, indicating significant growth potential [2]. New Consumption Development - New consumption is rapidly evolving, driven by changes in population structure and consumer attitudes [2]. - Emotional consumption is highlighted as a key area, with trends in collectibles, outdoor activities, and pet-related products gaining traction [2]. Traditional Consumption Challenges - The report notes that traditional consumption is under pressure but retains strong international competitiveness [2]. - It anticipates a rebound in traditional consumption due to government subsidies in late 2024 and 2025, despite facing challenges from high export bases and tariff barriers [2]. Investment Recommendations - The report recommends specific companies across various sectors, including consumer services, food and beverage, agriculture, textiles, and technology consumption [2]. - Notable mentions include companies like Dongpeng Beverage, Anta Sports, and Roborock Technology, among others [2].

Core Insights - The book "The Past, Present, and Future of Low-altitude Economy" by Professor Wu Renbiao provides a comprehensive analysis of the low-altitude economy from a civil aviation perspective, emphasizing the importance of understanding its historical context to avoid resource wastage and missed opportunities [1][2] - The low-altitude economy is identified as a new productive force, intersecting with emerging fields such as renewable energy, 5G/6G communication, and artificial intelligence [1][2] - The Chinese government is actively promoting the low-altitude economy as a new growth engine, with multiple provinces including it in their 2024 work reports [2] Industry Development - The 2023 Central Economic Work Conference highlighted the low-altitude economy as a key area for future growth, with plans to foster new industries including biomanufacturing and commercial aerospace [2] - The Ministry of Industry and Information Technology and other departments have initiated plans for the innovation and application of general aviation equipment from 2024 to 2030, aiming to build a modern advanced manufacturing cluster [2] - The book outlines the basic structure of the low-altitude economy industry, detailing the upstream production of core components and complete machines, midstream operational services, and downstream applications across various sectors [3] Recommendations for Growth - The book suggests revising traffic safety laws and enhancing local governance to facilitate the broader adoption of intelligent driving vehicles, which could increase public acceptance of low-altitude operations [4] - It emphasizes the need for collaboration between state-owned and private enterprises to foster a healthy development of the low-altitude economy, given its capital and technology-intensive nature [5] - Local governments are encouraged to tailor their low-altitude economic strategies to their specific regional contexts, ensuring safety and effective planning [5] Future Projections - The low-altitude economy is projected to reach a market value of approximately 2 trillion yuan by 2030, indicating significant growth potential [5] - The book introduces a regional competitiveness evaluation index for the low-altitude economy, which includes various indicators to assess strengths and weaknesses, aiding in future development strategies [6]