11月21日至23日，2025湖南（国际）通用航空及低空经济产业博览会在长沙举行。三天时间里，20 余场重点活动吸引200余家低空经济领域龙头企业参展，3.2万余名专业观众参会观展，现场签约项目总 投资超44亿元。 一批长沙企业带来最新的产品、技术和场景应用参展，展示了长沙低空经济的硬核实力。近年来，长沙 抢抓发展机遇，积极推进低空经济高质量发展。目前，长沙编制了"1+9+N"低空起降设施网，推出了长 沙低空智联数字综合服务平台，发布了一批低空经济应用场景，全市低空经济初具规模。 打造全国低空经济创新高地 应用场景是低空经济发展的关键。今年，长沙推出低空智联数字综合服务平台，该平台集成城市管理、 交通疏导、环保巡查等多个应用场景，通过无人机智能调度系统赋能城市治理。长沙还同步发布了《长 沙市低空经济应用场景首批清单》，涵盖应急管理、城市消防、文旅消费等10大领域54个细分场景。 打造"研发—制造—运营—服务"生态 低空经济是新质生产力的重要代表。据中国民航局预测，2025年，中国低空经济市场规模将达到1.5万 亿元，到2035年有望达到3.5万亿元。 湖南是全国首个全域低空空域管理改革试点省份。目前湖南已建成 ...

11月18日，交通运输部办公厅印发一批低空交通运输应用场景典型案例，涉及低空物流配送、低空交通运输生产作业、低空应 急救援等领域。 21世纪经济报道 记者周潇枭 见习记者张旭 北京报道 交通运输部表示，此次印发的低空交通运输应用场景典型案例是在各地推荐基础上梳理遴选的，共有23个低空交通运输应用场 景，旨在推动低空交通运输应用场景创新发展。 中国民航大学航空经济与发展研究所所长、教授李晓津向21世纪经济报道记者表示，当前我国低空经济处于技术突破与产业培 育的关键期，政策驱动特征显著。交通运输部典型案例发布，标志着行业从概念验证转向场景化应用探索，说明我国在低空相 关技术方面日趋成熟。 李晓津指出，从23个典型案例来看，中国低空经济遵循"一载信息二载货，第三才能载旅客"的发展路径，有效统筹了低空经济 安全与发展的关系，确保了低空经济行稳致远。 2025专精特新中小企业发展成果展上的低空飞行器，拍摄：张旭 三大领域加速落地 在低空物流配送领域，由于城市交通拥堵，传统血液运输方式常面临延误风险。江苏省南京市组织多家医院、血站合作开展低 空血液运输，在主城区及周边地区建立多个运输点，构建低空紧急血液运输通道。 为此， ...

Core Viewpoint - The recent release of the "Implementation Opinions on Accelerating Scene Cultivation and Open Promotion of Large-Scale Application of New Scenes" marks the first systematic deployment at the national level for "scene cultivation and openness," aiming to integrate the digital economy with the real economy through innovative applications in various fields such as office, social, consumption, and entertainment [1][22][25]. Group 1: Scene Cultivation and Application - The "Implementation Opinions" focus on creating a variety of new application scenarios across five key areas, including new fields and new tracks, industrial transformation, industry-specific applications, social governance services, and enriching livelihood application scenarios, totaling 22 key areas for scene cultivation and openness [25][31]. - The document emphasizes the importance of scenes as a critical and scarce innovation resource, serving as a platform for applying and validating new technologies, products, and business models [27][42]. Group 2: Technological Innovations and Robotics - In Anhui Hefei, robots are being trained in real-world scenarios such as industrial production and home services, completing tasks like cooking and moving items, which is expected to shorten the development cycle by 60% and reduce trial-and-error costs [3][8][10]. - The training scenarios utilize physical simulation, virtual reality, and big data modeling to help robots adapt to diverse task requirements, with plans to develop over 30 specific scenarios by the end of 2025 [8][10]. Group 3: Unmanned Systems and Logistics - The "Implementation Opinions" propose the promotion of a comprehensive unmanned system covering land, sea, and air, encouraging the development of application scenarios in tourism, government services, logistics, and satellite services [10][12]. - The integration of artificial intelligence and industrial internet technologies is expected to significantly lower logistics costs, with every 1 yuan reduction in logistics costs translating to a 1 yuan increase in profit for companies [16][19]. Group 4: Future Prospects and Market Potential - The document highlights the potential for large-scale application and promotion of the "full-space unmanned system," which is anticipated to drive the emergence of new industries and business models [18][22]. - With a population of over 1.4 billion and the largest number of R&D personnel globally, China is positioned to leverage its vast market to catalyze new growth dynamics through innovative application scenarios [42][47].

Core Viewpoint - A materials revolution driven by both policy and market forces is accelerating, with the "low-altitude economy" being highlighted in government work reports, indicating significant growth potential for aviation-grade materials [2][3][39]. Market Dynamics - The low-altitude economy is projected to consume over 1.25 million tons of aluminum by 2025, with a market size reaching 32 billion yuan and a compound annual growth rate exceeding 36% [3]. - The demand for aviation-grade aluminum is surging, with prices for aluminum ingots reaching 24,200 yuan per ton, a 23% increase from the previous year, while orders for low-altitude aircraft are rapidly increasing [5][6]. Industry Transformation - Traditional metal mining companies are facing a critical need to transform their operations to capture opportunities in the low-altitude economy, as failure to adapt could result in losing market share [4][7]. - Major metal companies are making strategic shifts, with some investing heavily in expanding aviation-grade aluminum production capacity to meet the growing demand from eVTOL and logistics drone manufacturers [8][12]. Competitive Strategies - Companies are adopting collaborative approaches, such as forming alliances for lightweight material development and engaging in joint research projects to enhance their competitive edge [13][21]. - The negotiation dynamics between material suppliers and drone manufacturers are becoming increasingly complex, focusing on both pricing and technical standards [15][20]. Technological Innovations - The materials revolution is pushing for advancements in material technology, with companies exploring the use of rare elements like scandium to enhance the performance of aluminum alloys [27]. - Innovations in titanium alloys are also being pursued to meet the high-temperature requirements of eVTOL engines, showcasing the industry's commitment to overcoming technical challenges [28]. Challenges and Barriers - The transition to aviation-grade materials is fraught with challenges, including lengthy certification processes and a shortage of skilled talent in the aerospace materials sector [30][31]. - Significant capital investments are required for transformation, with companies facing pressure to deliver returns within a short timeframe to satisfy investors [32]. Future Outlook - The industry is witnessing a shift towards integrated solutions, where companies are not only supplying materials but also providing design and operational support to clients [35][38]. - The competitive landscape is evolving, with companies aiming to position themselves as global suppliers for the low-altitude economy, indicating a broader strategic vision for future growth [36][39].

Core Insights - The article highlights a significant shift in the metal mining industry driven by the emerging "low-altitude economy," which is expected to create substantial demand for aviation-grade aluminum and other materials [3][4][8]. Industry Trends - The low-altitude economy is projected to see aluminum consumption exceed 1.25 million tons by 2025, with a market size reaching 32 billion yuan, reflecting a compound annual growth rate of over 36% [3][6]. - Companies are experiencing a surge in orders for aviation-grade aluminum, with one manufacturer reporting a 23% increase in prices to 24,200 yuan per ton compared to the previous year [6][10]. Strategic Shifts - Metal mining companies are compelled to transition towards producing aviation materials, with some firms planning to double their production capacity for 7-series aluminum alloys to meet the growing demand from eVTOL and logistics drone manufacturers [9][10][14]. - A central enterprise has decided to invest 52 billion yuan to enhance its aviation aluminum production capacity to 40% of total output, indicating a strategic pivot away from traditional markets [14][15]. Competitive Landscape - Companies are adopting collaborative approaches, such as forming partnerships to create lightweight materials and participating in product design phases to secure long-term contracts with drone manufacturers [20][21]. - The competition is intensifying as firms engage in price negotiations and technical standard discussions, with some companies leveraging their material properties to differentiate themselves in the market [20][21]. Technological Innovations - The development of advanced aluminum alloys, such as the 7B50 alloy, is enabling significant weight reductions in drone manufacturing, which is critical for performance [18][24]. - Companies are investing in R&D to enhance material properties, such as strength and thermal resistance, to meet the stringent requirements of low-altitude vehicles [24][26]. Challenges and Barriers - The transition to aviation materials faces hurdles, including lengthy certification processes that can take up to 24 months and the high costs associated with them [28][30]. - There is a notable shortage of skilled talent in the aerospace materials sector, with a projected gap of 47,500 professionals by 2025, complicating the industry's ability to meet demand [29][30]. Future Outlook - The article suggests that the ongoing material revolution will reshape the supply chain dynamics, with companies exploring new business models that extend beyond traditional material sales to include technical services and operational partnerships [34][35]. - The global market for low-altitude economy materials is expanding, with companies aiming to position themselves as key suppliers in this emerging sector [35].

Group 1 - The event in Jilin City showcased various electric vertical takeoff and landing (eVTOL) aircraft, highlighting advancements in urban air mobility [1][2] - The demonstration was part of the first International Conference on Urban Low-Altitude Transportation, attended by over 40 industry experts from nearly 10 countries [1] - EHang's EH216-S, the world's first eVTOL to receive a manned operation airworthiness certificate, demonstrated the potential of "air taxis" [1] Group 2 - The event featured a range of aircraft types, including multi-rotor, hybrid-wing, and logistics drones, indicating the diversity in low-altitude aviation technology [1][2] - Xunyi Technology's logistics drone showcased its capability for large-scale operational scheduling, emphasizing the practical applications of low-altitude technology [2] - The event also highlighted Jilin City's robust industrial foundation for low-altitude economy, including carbon fiber materials and talent cultivation systems [2] Group 3 - Experts noted that while low-altitude economy is moving towards practical applications, challenges remain in airspace management and infrastructure development [2] - Jilin City is leveraging its favorable airspace conditions and industrial base to explore viable paths for future urban vertical transportation [2]

Core Insights - The provincial government emphasizes the importance of low-altitude economy development, focusing on technological innovation, market expansion, and nurturing leading enterprises to support high-quality development in Hubei [1][3]. Group 1: Low-altitude Economy Development - The low-altitude economy is recognized as a significant driver for economic growth, with a rapidly expanding market and broad prospects [1][2]. - The government encourages the integration of the drone industry with other sectors to create new business models and stimulate economic development [1][2]. Group 2: Company Initiatives - Puzhou Technology Co., Ltd. is highlighted for its role in drafting national and industry standards for drones, showcasing its full industrial chain capabilities [1]. - Electric Eagle Technology Co., Ltd. focuses on the development and application of medium to large AI drone systems, including logistics and industrial-grade drones [2]. Group 3: Application Scenarios - The government stresses the need to expand application scenarios for low-altitude economy, including infrastructure inspection, emergency rescue, urban patrol, forest fire prevention, and medical assistance [2][3]. - The East Lake High-tech Zone is actively developing low-altitude shared drone application demonstration projects to enhance urban governance [2]. Group 4: Strategic Goals - The provincial government aims to enhance regional competitiveness through the development of the low-altitude economy, leveraging Hubei's rich educational resources and solid industrial foundation [3][4]. - There is a focus on fostering innovation in the entire industrial chain, including manufacturing, key system research, and new material supply [3][4].

Core Viewpoint - The low-altitude economy is emerging as a significant focus at the 2025 China International Service Trade Fair, showcasing advancements in telecommunications and drone technology, which are paving the way for a new "air information corridor" and low-altitude industrial ecosystem [1][3]. Group 1: Low-Altitude Economy Developments - The low-altitude economy is highlighted as a key area of innovation, with various telecommunications companies showcasing their contributions, such as China Mobile's deployment of 706 4.9GHz integrated base stations across 22 provinces, covering heights of 300 meters with a detection rate exceeding 95% [1][3]. - China Telecom has introduced the "Cloud Hunter" drone detection and protection system, which utilizes AI algorithms for rapid identification and interception of unauthorized drones, already implemented in several provinces and large events [2][3]. - China Unicom is integrating low-altitude solutions into public services, exemplified by logistics drones delivering meals to elderly residents in rural areas, demonstrating the practical applications of low-altitude technology [2][3]. Group 2: Technological Integration and Future Prospects - The integration of new technologies such as 5G-A, AI, and integrated sensing networks is enhancing the low-altitude economy, indicating a collaborative industry effort rather than isolated innovations [3][5]. - Predictions suggest that by 2030, the number of electric vertical takeoff and landing (eVTOL) aircraft could reach 100,000 units, driven by decreasing costs and increasing adoption of aerial transportation solutions [3][5]. - The development of low-altitude economy initiatives is supported by government actions, with various cities establishing special funds and signing contracts to promote low-altitude projects, indicating a thriving sector [3][4].

Core Insights - The Qianhai Cooperation Zone has achieved significant economic growth, with a GDP of 145.52 billion yuan in the first half of 2025, representing a year-on-year increase of 6.8% [1] - The zone is characterized by deep integration with Hong Kong, showcasing a blend of local and international elements, and aims to serve as a model for reform and opening up in the new era [2][3] Economic Performance - In the first half of 2025, the Qianhai Cooperation Zone's GDP reached 145.52 billion yuan, with total imports and exports amounting to 349.1 billion yuan, reflecting a year-on-year growth of 6.2% [1] - By 2024, the projected GDP is expected to reach 300.88 billion yuan, which is 1.7 times that of 2021, with the modern service industry contributing 63% of the GDP [5] Innovation and Development - The Qianhai Youth Dream Factory has introduced the "1510" plan to support Hong Kong entrepreneurs, including 1 yuan innovation workshops and 5 billion yuan in funding [2] - The zone has established 18 industrial clusters, focusing on modern services and emerging industries, with 11 unicorn companies and 2,084 national high-tech enterprises [4] Financial Services - The Qianhai International Financial City hosts 501 financial institutions, with over 90% of the "30 measures to support Qianhai" already implemented, including innovative financial products [5] - The first data broker innovation center in the country has been established, facilitating data flow and application [5] Internationalization and Trade - Qianhai has become a hub for cross-border e-commerce, with 9 platforms and around 10,000 sellers, enhancing its global trade network [6] - The Qianhai Free Trade Zone has seen a significant increase in foreign investment, with actual foreign capital usage reaching 12.326 billion yuan in the first half of the year, a 15.9% increase [7] Legal and Regulatory Framework - The Qianhai Cooperation Zone has implemented a comprehensive legal system for foreign enterprises, allowing them to choose foreign laws for contract disputes [7] - The zone has attracted 262 legal institutions, including 6 foreign law firms, creating a professional legal ecosystem aligned with international standards [7]

Group 1 - The core viewpoint of the news is that Fulian Transportation (002357) has signed a cooperation agreement with Fengyi Technology to develop and innovate in the low-altitude logistics sector [1] - Fengyi Technology, a subsidiary of SF Holding (002352), specializes in drone logistics and has developed drones capable of transporting between 0.5kg to 50kg over distances of 10km to 110km [1] - Fengyi Technology is the first company in China to obtain a civil unmanned aerial vehicle operation qualification certificate and maintains a leading position in the logistics drone market, covering applications in express delivery, medical, emergency, and inspection sectors [1] Group 2 - The cooperation aims to leverage each party's strengths in drone technology, logistics operations, infrastructure, and transportation networks to explore new models and scenarios for low-altitude logistics [1] - Both companies plan to actively participate in the construction of a multi-level low-altitude logistics network in Sichuan Province, focusing on creating an efficient, intelligent, and green low-altitude logistics system [2] - Fulian Transportation's main business includes passenger transport services and bus station operations, with plans to innovate and explore low-altitude travel services in line with national policy directions [2]