Core Points - The Yunnan Provincial Government has issued measures to support the healthy development of the low-altitude economy, focusing on creating new low-altitude tourism and leisure activities [1] - The initiative includes the issuance of 20 million yuan in consumer vouchers annually to promote low-altitude consumption activities such as skydiving, low-altitude sightseeing, drone performances, and flight experiences [1] - The plan aims to establish 10 "free check-in points" for low-altitude flights and over 100 shared drone rental points across the province [1] Industry Development - The government will utilize mature aircraft such as helicopters and general aviation planes to explore new low-altitude tourism scenarios, emphasizing scenic areas like six major water systems, nine highland lakes, canyons, original forests, volcanic hot springs, and ancient villages [1] - There is an intention to explore low-altitude flight connection services at low-altitude scenic spots and transportation hubs [1]

Core Insights - The rise of local leisure consumption is highlighted by the emergence of new consumption patterns and urban vitality, with 81 cities featuring 3,485 leisure destinations on the "Must-Play List" [2] - The trend of "daily leisure" is growing, with a significant increase in local exploration and entertainment options, as evidenced by a 30% increase in online traffic for key leisure categories on platforms like Dazhong Dianping [3][4] - The demand for immersive and integrated experiences is driving the evolution of leisure businesses, with a notable shift towards complex, immersive, and IP-based business models [5] Industry Trends - The leisure and entertainment sector is experiencing a transformation from occasional experiences to daily leisure activities, with a focus on local exploration [3] - The online traffic for leisure merchants has seen a year-on-year increase of over 30%, with user reviews rising by more than 50% [3] - The market for leisure and entertainment is projected to grow significantly, with estimates suggesting it could reach 5 trillion yuan by 2030, and the online penetration rate expected to exceed 25% [5] Consumer Behavior - Consumers are increasingly seeking local experiences that reflect the lifestyle of residents, such as enjoying local cuisine and participating in traditional activities [4] - The demographic of leisure consumers is shifting, with over 50% of users on platforms like Meituan being under 30 years old, indicating a growing demand for local leisure activities among younger audiences [5] - The integration of dining, accommodation, and entertainment into a single experience is becoming a key attraction for tourists, as seen in the case of the Yangzhou Sanba Dao cultural experience [4]

Core Insights - Young consumers have become a significant force in the cultural tourism market, seeking unique life experiences and emotional value beyond traditional sightseeing [1][4] - Low-altitude tourism scenarios are not limited to scenic spots but can effectively channel traffic between different attractions, enhancing tourism consumption frequency [1][6] Group 1: Consumer Trends - The majority of visitors to the Sichuan aviation base are under 30 years old, with a 30% increase in visitor experiences year-on-year and a 40% increase during peak holiday periods [2][4] - The "Air View of Shihai" helicopter tour project in Yibin has become a new hotspot in the local cultural tourism market since its launch during the May Day holiday [3][4] Group 2: Technological Advancements - Advances in low-altitude flying technology have significantly reduced noise levels, improving the passenger experience [4][5] - The company plans to introduce new air routes to connect scenic spots, reducing travel time and enhancing the attractiveness of aerial views [5][6] Group 3: Market Development - The company aims to establish vertical take-off and landing networks in every town, offering flight training and themed flight experiences, which will also support emergency rescue services [7] - Sichuan has formed a low-altitude flight network that connects various regions, promoting the development of low-altitude tourism and short-distance transportation [7]

Core Insights - The 20th China Western International Expo will take place in Chengdu from May 25 to 29, attracting over 3,000 enterprises from 62 countries and regions, and 27 provinces in China [1] - Leshan's investment promotion event on May 23 resulted in 14 signed projects with a total investment of 26.25 billion yuan, covering various industries such as green chemicals, low-altitude economy, and new energy materials [1][2] - Leshan aims to sign 22 projects with a total investment exceeding 55 billion yuan during the expo, focusing on a modern industrial system with a projected investment of nearly 200 billion yuan across 69 projects [1][2] Investment and Economic Development - Leshan is enhancing its status as a regional center, with significant investments in industries like polysilicon photovoltaic, green chemicals, and nuclear technology applications [2][3] - The city is targeting a doubling of its green chemical industry within three years and aims for a thousand billion yuan industry in five years [2] - The low-altitude economy is being developed with projects like the 4.6 billion yuan low-altitude economic industrial park, which will integrate various services and experiences [3][4] Industrial Strategy and Collaboration - Leshan's industrial strategy includes the development of two trillion-yuan industrial clusters in crystalline silicon photovoltaic and green chemicals, alongside upgrades in four other specialized clusters [1][2] - The city is leveraging its unique geographical advantages and rich tourism resources to attract investments in low-altitude logistics and agricultural equipment [5] - The local government is noted for its efficient project execution, with rapid turnaround times for project approvals and implementations [6][7] Economic Growth and Future Outlook - Leshan's GDP for Q1 was 57.978 billion yuan, reflecting a year-on-year growth of 2.6%, indicating economic pressures and a push for growth [7] - The city has launched a 60 billion yuan investment fund to support industrial development, signaling a commitment to high-quality growth and investment attraction [8] - The recent investment activities are seen as a starting point for Leshan's economic transformation and development trajectory [9]