根据GlobalMarketInsights预测，预计到2029年，全球通用航空器市场规模将达到402亿美元，期间复合 年增长率预计为4.72%。在中国，通用航空在基础设施建设、机队规模扩展以及应用结构优化上展现出 巨大潜力，尤其在短途运输和公务包机等高附加值细分市场中有望实现突破性发展。此外，随着新型航 空器技术的日益成熟，购机成本、能源消耗、人员费用及运维开支均有望降低，这将进一步改善低空运 营的商业经济效益，逐步走向"先货物后乘客、先独立后融合、先郊区后城市中心"的发展模式。（场外 联接基金：A 类025692，C 类025693） 资讯所属栏目还有更多独家策划、专家专栏，免费查阅>> 风险提示：基金有风险，投资需谨慎。 1月9日，A股市场窄幅波动，国防军工、传媒、低空经济板块涨幅靠前。截至11点15分，通用航空ETF 南方(159283.SZ)涨4.55%，航天电子涨9.09%。国信证券分析表明，我国通用航空当前正迎来政策支 持、技术进步与市场需求增长的三重驱动效应。首先，随着低空经济被提升至国家战略层面，相关政策 推动了空域管理改革及基础设施建设的发展；其次，在技术领域，国内企业通过国际并购等方式深 ...

12月25日，2025粤港澳大湾区低空经济高质量发展大会在广州举办，中国经济信息社在期间举办的低空 运营与政府治理现代化专题报告会上发布《2025粤港澳大湾区低空经济蓝皮书》（以下简称"《蓝皮 书》"），全面梳理了粤港澳大湾区低空经济的发展全景，为政府决策、产业规划提供有益参考，助力 大湾区打造全球低空经济创新发展新高地。 广州作为广东省低空经济发展的核心引擎，依托雄厚的产业基础与前瞻的战略布局，构建了从核心零部 件研发、整机制造到基础设施搭建与多元场景应用的全链条产业生态，成为全球低空经济创新实践 的"标杆城市"，在飞行汽车、eVTOL等关键领域已跻身全球第一梯队。 《蓝皮书》指出，在技术迭代、政策赋能与市场需求的三重驱动下，粤港澳大湾区发展低空经济具有显 著优势。 一是产业生态完整，链主效应突出。粤港澳大湾区已形成涵盖上游核心零部件与新材料，到中游无人 机、eVTOL、通用航空器整机制造，再到下游物流配送及城市交通、应急救援等多元应用场景的完整 产业链。 二是基础设施与创新能力全国领先。"天空地海"一体化低空智联网络加速构建，高校与科研机构在飞行 控制等关键技术领域持续突破，为产业发展注入创新动能。 图 ...

Core Insights - The fourth Global Digital Trade Expo highlighted the significance of low-altitude economy as a new productive force, with China having 1,400 enterprises in low-altitude equipment and nearly 30 types of ton-class drones and 70 types of eVTOLs under research, although the number of general aviation aircraft is only 2% of that in the United States [1] - The release of the "Hangzhou Low-altitude Flight Common Agreement (Trial)" aims to provide important guidelines for safe and orderly low-altitude flight, filling a regulatory gap in the low-altitude economy [1] Group 1 - Hangzhou has become a focal point in low-altitude economy exploration, with over 400 related enterprises and a complete industrial chain covering R&D, manufacturing, and operation services, projecting an industry output value of 32.9 billion yuan in 2024, a year-on-year increase of 26.54% [2] - The city anticipates over 1 million low-altitude flights in the first half of 2025, with innovative applications in "low-altitude + high-speed rail," "low-altitude + medical," and "low-altitude + delivery" continuing to emerge [2] - A collaborative network for low-altitude scene innovation was initiated, involving representatives from 10 cities including Hangzhou, Ningbo, Shaoxing, and Wenzhou, aiming to build a cooperative development pattern that covers Zhejiang and connects nationally and globally [2] Group 2 - The "2025 Smart Low-altitude Economy Development Trend Outlook Report" indicates that low-altitude economy development is at a critical stage in China's strategic layout, with regions like Guangdong-Hong Kong-Macao, Yangtze River Delta, Beijing-Tianjin-Hebei, and Chengdu-Chongqing accelerating their low-altitude economy layouts [2] - Zhejiang province possesses unique advantages in the low-altitude economy, with digital technologies like AI and cloud computing providing foundational support, and its geographical features fostering differentiated demands in island logistics, mountain inspections, urban applications, and smart tourism [3] - The concentration of express logistics companies in the province is essential for establishing a modern aviation logistics system and fostering the development of large and medium-sized drone manufacturing and value realization chains [3]