低空经济专家会

Summary of Low Altitude Economy Conference Call Industry Overview - The conference focused on the low altitude economy, highlighting significant advancements in policy and industry for 2024 and beyond [3][4]. Key Points and Arguments Policy Developments - The Ministry of Industry and Information Technology (MIIT) released the "Green Aviation Development Outline," marking the first national acknowledgment of electric aviation (EVTOL) [3][4]. - A joint initiative by MIIT, Civil Aviation Administration, and National Development and Reform Commission (NDRC) introduced the "General Aviation Equipment Innovation Application Implementation Plan," detailing the direction for electric, unmanned, and intelligent aircraft development [3][4]. - The establishment of the NDRC's low altitude department by the end of 2024 aims to enhance local management and promotion of the low altitude economy [3][4]. - The Civil Aviation Administration has categorized drones, requiring those over 25 kg to undergo airworthiness certification, while lighter drones are exempt [3][4]. Future Policy Planning - In 2025, a national low altitude meteorological plan is expected to be developed, alongside detailed airworthiness certification regulations [5]. - The government plans to support local low altitude economic development through project subsidies funded by national bonds [5]. Infrastructure and Investment - The low altitude economy's planning encompasses manufacturing, operations, and training, with quantifiable targets for aircraft numbers and overall industry output [6][10]. - The government anticipates investing hundreds of billions of yuan to support low altitude economic development, with D Company managing the funds [10][11]. - Infrastructure development is crucial for application scenarios, with significant progress expected in meteorological monitoring and spatial planning by 2025, particularly in key regions like the Yangtze River Delta and Greater Bay Area [14][15]. Industry Challenges and Opportunities - The low altitude logistics market is primarily driven by major logistics companies like SF Express and Meituan, focusing on urban air transport and emergency rescue applications [21]. - The commercial operation of EVTOL is anticipated to begin, marking a significant milestone for the industry [5][34]. - Challenges in urban drone delivery include operational difficulties and economic viability, as the current model often requires users to retrieve deliveries from designated points rather than directly to their homes [28][29]. Future Projections - The peak period for infrastructure construction is expected to last until 2027, with a three-year timeline to establish basic infrastructure necessary for large-scale commercial applications [23]. - The implementation of dynamic airspace management aims to enhance local government control over airspace, ensuring safety and efficiency [31]. Additional Important Content - The low altitude economy's planning does not impose strict enforcement mechanisms or penalties for not meeting targets, focusing instead on guiding industry expectations [7][8]. - The relationship between infrastructure development and application scenarios is emphasized, as robust infrastructure is essential for the maturity of low altitude applications [14]. - The integration of AI and satellite systems is necessary to improve navigation precision and avoid collisions among numerous small drones [36].