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万亿元赛道再迎政策东风!这些企业将迎机遇期 五部门:到2027年 低空公共航路地面移动通信网络覆盖率不低于90%
Mei Ri Jing Ji Xin Wen· 2026-02-10 15:16
Group 1 - The core viewpoint of the news is that the Chinese government is advancing the development of low-altitude infrastructure to support the low-altitude economy, with specific targets set for 2027 [1][2][3] - The Ministry of Industry and Information Technology (MIIT) emphasizes that low-altitude infrastructure is crucial for the healthy development of the low-altitude economy, which includes communication, navigation, and monitoring systems [1][3] - By 2025, the low-altitude economy market in China is projected to reach 1.5 trillion yuan, with nearly 20,000 drone operating companies and annual orders for eVTOLs exceeding 30 billion yuan [1][2] Group 2 - Recent policies indicate that the low-altitude economy is transitioning from conceptual exploration to substantial infrastructure development, with cities like Shenzhen and Shanghai leading pilot projects [2][3] - The MIIT has outlined ten key tasks to enhance low-altitude communication network coverage and improve navigation services, focusing on areas below 300 meters [4][5] - The low-altitude infrastructure construction is expected to create opportunities for telecommunications companies, drone manufacturers, and low-altitude service providers, establishing a comprehensive support system for low-altitude operations [5][6] Group 3 - The investment in low-altitude infrastructure is estimated to total 599.6 billion yuan from 2025 to 2030, with planning and consulting fees projected at 35.97 billion yuan [6] - Key application scenarios for the low-altitude economy include urban governance, aerial transportation, and logistics, which are expected to be the first to achieve commercial viability [6][7] - Recent strategic agreements in the eVTOL sector indicate a growing trend towards large-scale development and international expansion within the low-altitude industry [7]