Summary of Low Altitude Economy Conference Call Industry Overview - The conference focuses on the low altitude economy in China, highlighting the government's strategic planning and development initiatives for the next 15 years [2][3][6]. Key Points and Arguments 1. National Planning: The government is formulating the 15-Year Low Altitude Industry Plan, led by the Low Altitude Economy Department, which aims to guide industry development and organize projects worth billions [2][3]. 2. Policy Timeline: The 15-Year Plan and a joint opinion from the State Council and Central Office are expected to be released by 2025, with infrastructure completion targeted for 2027 and long-term goals set for 2035 [2][6]. 3. Airspace Classification Reform: The Central Air Traffic Control Committee plans to implement airspace classification by 2027, categorizing airspace into types such as ABCDEGW, with a target of producing over 1 million aircraft weighing 25 kg and above annually [3][8]. 4. Infrastructure Development: Key focuses include enhancing infrastructure, optimizing management processes, and increasing production and sales scale, aiming for unrestricted low altitude flight by 2035 [3][12]. 5. Investment in Projects: The government plans to fund two major projects related to low altitude technology and infrastructure, with financing expected from medium to long-term national bonds [4][23]. 6. Production Goals: By 2027, the annual production of aircraft over 25 kg is expected to reach 1 million, increasing to 5 million by 2035, covering various types of aircraft including drones and eVTOLs [10][12]. 7. AI Integration: AI technology is being integrated into low altitude operations, enhancing efficiency in areas such as autonomous flight and smart scheduling [13][15]. 8. Challenges in Certification: The industry faces challenges in airworthiness certification, with approximately 1,500 projects pending approval, which hampers development [26][27]. Additional Important Content 1. Local Government Initiatives: Local governments are establishing low altitude departments to manage projects, with the Ministry of Industry and Information Technology forming a leadership group for low altitude economy [21][19]. 2. Pilot Cities: Six pilot cities are actively preparing for low altitude economic activities, with expected commercial operations starting in 2025 [22]. 3. Infrastructure Needs: There is an urgent need for improved inspection and testing of low altitude equipment and infrastructure, with a focus on safety measures such as anti-drone systems [24][28]. 4. Investment in Smart Networks: The low altitude smart network project is expected to receive significant investment, involving major telecom companies and aiming for a unified national interface [29][33]. 5. Future Directions: The focus for 2025 includes advancing low altitude applications in urban air mobility, emergency rescue, and logistics, with expectations for significant industry advancements [30][31]. This summary encapsulates the critical insights and future directions for the low altitude economy as discussed in the conference call, emphasizing the government's strategic initiatives and the industry's growth potential.
低空经济当前自上而下的进展更新
经济学人·2025-02-08 12:38