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【财经分析】政策利好和市场需求双轮驱动,“低空+文旅”如何激活消费新引擎
Xin Hua Cai Jing· 2025-09-29 03:31
Core Insights - The integration of low-altitude airspace and cultural tourism ("low-altitude + cultural tourism") is emerging as a significant trend, driven by favorable policies and market demand, creating substantial growth opportunities in the consumer market [1][4][5] Group 1: Industry Trends - The 2025 World Manufacturing Conference highlighted "low-altitude + cultural tourism" as a hot topic, showcasing new experiences such as drone performances and helicopter sightseeing [1] - The low-altitude economy is undergoing transformative changes in technology, scenarios, and regulations, with drones becoming the mainstay and electric vertical takeoff and landing (eVTOL) vehicles leading development [2][3] - McKinsey predicts that the global urban air traffic market will reach $300 billion by 2030, with cultural tourism scenarios accounting for over 25% [4] Group 2: Investment and Financing - Zero Gravity Aircraft Industry (Hefei) Co., Ltd. successfully completed a strategic financing round of nearly 100 million yuan, indicating strong capital interest in the "low-altitude + cultural tourism" sector [2][3] - The introduction of cultural tourism capital into the company is expected to accelerate breakthroughs in core product development and the commercialization of green aviation flight camps [3] Group 3: Challenges and Opportunities - The low-altitude tourism sector faces challenges such as inadequate infrastructure, airspace management issues, and a shortage of skilled personnel, which could hinder sustainable development [6][7] - There is a pressing need for suitable low-altitude products tailored to tourist attractions, as many scenic spots currently lack the capacity to invest in low-altitude projects due to poor profitability [6][7] Group 4: Policy and Ecosystem Development - The establishment of a flexible and dynamic airspace resource management mechanism is crucial for enhancing the efficiency of low-altitude airspace management [8] - Industry experts emphasize the importance of a collaborative ecosystem involving policy, technology, scenarios, and market dynamics to facilitate the large-scale development of "low-altitude + cultural tourism" [7][8]