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【招银研究|行业深度】低空经济深度报告——低空物流商业潜力浮现,关注无人机货运投资窗口
招商银行研究· 2025-06-18 10:57
Core Viewpoint - China is leveraging its advantages in the drone industry to establish a leading position in the low-altitude economy, focusing on the commercialization of application scenarios, particularly in logistics and transportation [1][2]. Group 1: Low-altitude Economy Development - The low-altitude economy is advancing towards electrification, intelligence, and connectivity, aiming to bypass Western technological barriers and establish standards and regulations [5][10]. - The current scale of China's low-altitude economy has exceeded 500 billion yuan, with a growth rate of 33.8%, and is expected to surpass one trillion yuan in the next three years [2][12]. - The commercialization of low-altitude economic application scenarios is progressing in phases, with consumer markets maturing and sectors like agricultural protection and industrial inspection entering commercial operations [1][12]. Group 2: Low-altitude Logistics Market - The low-altitude logistics market is projected to grow rapidly, reaching approximately 330.5 billion yuan in 2024 and potentially becoming a trillion-yuan market within five years [2][18]. - The penetration of drones in the last-mile delivery market has completed the "0 to 1" process, with expectations for large drones in trunk and branch logistics to follow [2][17]. - The demand for drones from logistics companies like SF Express and Meituan is expected to drive investment in the drone manufacturing and component sectors, reshaping the competitive landscape [2][46]. Group 3: Commercialization Pathways - The commercialization of low-altitude logistics will occur in two phases: expanding city and route coverage, followed by increasing flight density [25][37]. - The average delivery time for drone logistics is significantly reduced compared to traditional methods, with potential cost savings as drone usage scales up [27][31]. - The integration of drones into logistics is expected to enhance efficiency and reduce costs, making low-altitude logistics one of the most promising application scenarios [26][36]. Group 4: Industry Collaboration and Future Outlook - Major logistics companies are collaborating with startups to lead the development of the drone logistics industry, with significant procurement orders expected to reshape the competitive landscape [46][47]. - The future investment in the low-altitude logistics sector is anticipated to exceed 500 billion yuan, driven by the demand for drone procurement and operational infrastructure [43][44]. - The rapid growth of the express delivery and instant delivery markets presents substantial opportunities for drone logistics, with significant room for penetration in both sectors [38][39].
政策“铺路”与技术“架桥” 低空经济正向万亿元级新蓝海挺进
Zheng Quan Ri Bao· 2025-05-20 16:08
近年来,低空经济犹如一颗璀璨新星,迸发出惊人的发展活力。国家统计局新闻发言人付凌晖5月19日 在国新办发布会上表示,4月份,智能无人飞行器制造、智能车载设备制造行业增加值分别增长74.2% 和29.3%,大幅快于规模以上工业增速。中商产业研究院发布的《2025—2030年中国低空经济分析及发 展趋势研究预测报告》显示,2023年中国低空经济市场规模达5059.5亿元,增速达33.8%。中商产业研 究院分析师预测,2024年中国市场规模将达到9702.5亿元,2025年市场规模将达到1.5万亿元。 这些亮眼数据的背后,是低空经济产业链全面升级和深度整合的结果。以无人机产业为例,从核心零部 件研发到整机制造,从飞行控制系统开发到应用场景拓展,中国已形成完整的产业生态,多地正在加快 建设低空智能融合基础设施,包括无人机起降场、充电桩、监控系统等。这些基础设施的完善,将进一 步释放低空经济的发展潜力,为产业创新提供更广阔的舞台。 政策开道技术赋能 共筑发展坦途 从国家战略到地方实践,各级政府正加大政策力度为低空经济腾飞铺就坦途。在国家层面,低空经济已 被列为战略性新兴产业之一,地方政府则争相出台配套政策,从空域管理松 ...
北京科博会聚焦无人机 低空经济“飞”起来
Zhong Guo Xin Wen Wang· 2025-05-11 10:37
中新社北京5月11日电 (记者陈杭徐婧)无人机外卖配送"从天而降"、无人机"火眼金睛"助力森林防 火……在第二十七届中国北京国际科技产业博览会(下称北京科博会)上,一架架形态各异的无人机集体 亮相,为公众预演低空经济进入未来生活的图景。 伴随低空经济蓬勃兴起,无人机续航、载重、导航精度等技术不断成熟,已从实验室的酷炫玩具,进化 为千行百业"空中助手",应用范畴不断拓展。 用户在手机下单后,一架无人机腾空而起,将热气腾腾的外卖送至用户身旁。美团无人机展台工作人员 李海铭表示,美团第四代无人机配备"时空胶囊"轨迹规划技术,通过算法精准计算飞行路径,主要用于 往返约5公里以内的低空物流配送,还能适应六级大风及中雨、中雪天气。 李海铭说,截至今年3月底,美团无人机已在深圳、北京、上海、广州、南京等城市开通55条航线,并 累计完成订单超52万单,其中年轻群体对"无人机送餐"模式接受度较高。今年计划根据市场需求探索更 多配送航线,进一步扩大低空物流覆盖范围。 北京科博会上,普宙科技展示了多旋翼无人机、无人机自动机库等产品,可用于智慧城市、能源巡检、 智慧园区等场景。现场工作人员梁曼琪表示,S200系列无人机具备卫星直连通 ...