此次入选的还有拓攻（南京）机器人有限公司。作为专业的无人机飞行控制系统及无人机解决方案研发 生产提供商，该公司凭借无人机大脑—飞控系统的自主研发和生产经验，在无人机行业展现出强劲的发 展实力与创新活力，产品广泛应用于农业植保、电力巡检、物流运输等多个行业。 据介绍，近年来，江宁开发区投促局精准施策，组建专项服务专班，为企业提供全流程申报支持。从政 策解读、材料准备到组织申报，专班全程服务，从培育库的28家外资研发中心企业中精准筛选出5家符 合条件的企业，量身定制申报方案，确保申报工作高效推进、无障碍落地。此次南京市外资研发中心的 认定，彰显了江宁开发区的区域对外开放与产业升级的强劲势头。 南报网讯（通讯员 毛欣悦 记者 张希） 近日，2025年度南京市新核定的外资研发中心名单公布，江宁开 发区5家外资研发中心核定入选。截至目前，江宁开发区已累计核定14家外资研发中心，占全市 29.2%，占全区63.6%，累计总数位列全市行政区、开发区第一。 这5家外资研发中心分别是法雷奥凯佩科液力变矩器（南京）有限公司、拓攻（南京）机器人有限公 司、睿兴科技（南京）有限公司、南京昀光科技有限公司、南京塔塔汽车零部件系统有限公 ...

■ 中国工业报 闻育旻 王棕宝 前不久，首届国际低空经济博览会在上海举行，吸引了全球行业上下游近300家头部企业参展，超19件全球首发产品、25件全国首发产品亮相，多 项低空经济研发成果与数万参观者面对面。博览会参展观展热，是低空经济蓬勃发展的一个缩影。 中网信低空经济研究院院长王一鸣近日在接受中国工业报采访时表示，低空经济作为战略性新兴产业，与传统制造业的协同发展将形成"新技术赋 能老产业、老基础支撑新业态"的良性循环，并通过产业链重构催生新的经济增长点。 来源：摄图网 王一鸣认为，低空经济硬件制造正从"玩具级"向"工具级"再到"交通级"进化，其核心逻辑是：场景定义产品→产品重构供应链→供应链催生新业 态。他指出，中国企业凭借消费电子制造积累和场景创新优势，已在该领域形成"微笑曲线"两端（即研发和市场）的掌控力。下一步突破适航认 证、能源动力等"卡脖子"环节，可以实现从"无人机大国"到"低空经济强国"的跨越。 1 李亦工指出，当前eVTOL的动力技术市场选择与早期的新能源汽车具有一定的相似性，混动技术路线带有明显的过渡性质，若低空飞行在空域改 革、基础设施建设、法律法规等进展超预期的情况下，混动技术路线或有 ...

Core Insights - The low-altitude economy is entering an industrialization phase, with market logic beginning to take shape, indicating a potential investment opportunity [1] - The development of the low-altitude economy aligns with technological iteration trends and market demand, with supply-side advancements in manufacturing capabilities and decreasing costs [1] - The industrial drone sector is highlighted as a key area within the low-altitude economy, meeting the conditions for multi-dimensional growth in supply, policy, and demand [2] Investment Landscape - Early investments in the low-altitude economy focus on high-barrier core component areas, while growth-stage financing is shifting towards companies capable of scaling production [1][2] - The recent D-round financing of 500 million yuan for Beijing Yunsheng Intelligent Technology Co., Ltd. exemplifies the investment logic in the industrial drone sector [2] - The overall financing activity in the low-altitude economy has been increasing, with rising valuations for many companies [2] Market Dynamics - High valuations and significant financing amounts for main machine manufacturers are driven by their status as chain leaders, attracting local fund attention [3] - Many upstream companies in the drone sector have origins in automotive or military industries, benefiting from established business scales as they pivot to drone production [3] - The China Securities Regulatory Commission's recent policy changes support the listing of companies in emerging sectors like low-altitude economy, enhancing market access for innovative enterprises [3] Future Outlook - The company anticipates a structured opening of IPO policies to stabilize market valuations while facilitating the listing of quality enterprises [4] - The alignment of investment directions in commercial aerospace, low-altitude economy, and AI with local government initiatives is seen as beneficial for market development [4]

Core Viewpoint - The consumer drone market in China is experiencing robust growth, driven by rising living standards, increased entertainment demand, and government support, with market size expected to reach 48.899 billion yuan in 2024, a year-on-year increase of 20.0% [1][12]. Group 1: Industry Overview - China is one of the largest drone markets globally, with the consumer drone segment showing significant development [12]. - Consumer drones are designed for personal use, featuring lightweight, easy operation, and relatively low prices, catering to ordinary consumers' needs [3]. - The government has implemented various policies to encourage the development and application of consumer drone technology while enhancing flight regulation for safety and privacy [1][12]. Group 2: Market Size and Growth - The consumer drone market in China is projected to grow to 58.678 billion yuan by 2025 [1][12]. - The flight control system market in China is also expanding, with a projected growth from 314 million yuan in 2021 to 521 million yuan in 2024, reflecting a compound annual growth rate of 18.4% [10]. Group 3: Investment Trends - The investment landscape in the consumer drone sector is active, with the number of investments reaching 6 by April 2025, totaling 800 million yuan, surpassing the total investment amount for 2024 [14]. Group 4: Competitive Landscape - The consumer drone market is characterized by a stable competitive landscape, with leading companies like DJI and EHang dominating the high-end market, while the mid-to-low-end market remains fragmented [15][18]. Group 5: Industry Trends - Technological innovation is driving the industry forward, with advancements in AI, big data, and cloud computing enhancing the intelligence of consumer drones [21]. - Miniaturization is a key trend, as consumer demand for lightweight and portable drones increases [22]. - The industry is expected to see accelerated mergers and acquisitions as competition intensifies and prices decline, with average prices dropping from 5,000 yuan in 2019 to 1,800 yuan in 2024 [24].

Core Viewpoint - The low-altitude economy is emerging as a significant industry, projected to exceed 2 trillion yuan by 2030, driven by innovations in various sectors such as agriculture, logistics, and emergency rescue [4][22]. Group 1: National Strategy and Policy Framework - In 2023, the Central Economic Work Conference officially recognized the low-altitude economy as a strategic emerging industry, with further emphasis in the 2024 government work report [5][7]. - The implementation of the "Interim Regulations on the Flight Management of Unmanned Aerial Vehicles" in 2024 fills regulatory gaps for micro and light drones, facilitating low-altitude flight [5]. - Shenzhen has introduced the first special regulation for the low-altitude economy, aiming to become the "first city of low-altitude economy" with a target of exceeding 100 billion yuan by 2025 [6]. Group 2: Industry Chain Overview - The low-altitude economy has established a complete industry chain, including upstream materials, midstream aircraft manufacturing, and downstream application scenarios [4][10]. - Key materials such as carbon fiber and high-energy-density batteries are critical for the production of eVTOLs, with carbon fiber expected to see a demand increase of up to 1,000 tons by 2030 [11][12]. Group 3: Market Projections and Trends - The eVTOL market is projected to reach 3.2 billion yuan by 2024 and exceed 9.5 billion yuan by 2026, highlighting its rapid growth potential [13]. - The logistics sector is increasingly adopting drones, with delivery costs dropping to between 5 and 20 yuan per package, and companies like SF Express and JD.com are normalizing drone deliveries in the Greater Bay Area [14]. - The low-altitude economy is expected to experience significant growth, with projections indicating a rise from 505.95 billion yuan in 2023 to 6 trillion yuan by 2035 [22]. Group 4: Future Development and Infrastructure - From 2025 to 2030, large-scale applications of drones in logistics and agriculture are anticipated, with over 100 smart city pilots providing substantial market opportunities [20]. - The comprehensive opening of airspace is expected to create a market exceeding 1 trillion yuan for urban air mobility (UAM) [20]. - Infrastructure development is accelerating, with Shenzhen planning 600 takeoff and landing points, and other regions actively engaging in low-altitude infrastructure projects [20].