Tuyere financial reporter Shi Bingbing.
Between the blue sky and the ground, the low-altitude economy is a trillion-dollar industry on the rise.
At the end of 2023, the ** Economic Work Conference proposed to build a number of strategic emerging industries such as the low-altitude economy and accelerate the transformation and upgrading of traditional industries. At present, although it has just entered 2024 for more than a month, a new round of low-altitude economic racing has been launched across the country.
At the beginning of the new year, Shenzhen promulgated the country's first low-altitude economic legislation, the "Shenzhen Special Economic Zone Low-altitude Economic Industry Promotion Regulations", paving the legal runway for low-altitude economic take-off. Hefei recently issued the "Hefei Low-altitude Economic Development Action Plan (2023-2025)", focusing on the four major areas of "space security, industrial agglomeration, scene demonstration, and facility construction", and implementing 20 key tasks.
As another new force in the industry after new energy vehicles, many people in the industry believe that 2024 will become the "first year of low-altitude economy". In the face of this emerging growth point, all localities are vying to embrace a new blue ocean, and the low-altitude economy is in the ascendant.
Compete for a new track of low-altitude economy.
At the end of last year, the first economic work conference pointed out that it is necessary to promote industrial innovation with scientific and technological innovation, especially to promote new industries, new models and new kinetic energy with disruptive technologies and cutting-edge technologies, and develop new quality productivity. It is necessary to vigorously promote new industrialization, develop the digital economy, accelerate the development of artificial intelligence, and create a number of strategic emerging industries such as biomanufacturing, commercial aerospace, and low-altitude economy.
Among them, as a representative of new quality productivity, the low-altitude economy has become a "new track" aimed at by more and more places. This year, more than a dozen provinces across the country will write low-altitude economy, general aviation and other related content into the first work report.
Taking Sichuan as an example, this year's Sichuan Provincial ** work report mentioned the "low-altitude economy" for the first time. It is clear that scientific and technological innovation will lead the construction of a modern industrial system and accelerate the formation of new quality productivity, which specifically mentions that the development of low-altitude economy will be accelerated, and manned unmanned aerial vehicles, military and civilian, state-owned enterprises and private enterprises will be supported together.
DJI agricultural drones T60 (right) and T25P in the field (data**) issued by Xinhua News Agency.
Guangdong Province has written the low-altitude economy into the first work report for two consecutive years. The 2024 Guangdong Provincial Work Report proposes that it will adhere to the real economy-oriented, manufacturing industry-oriented, build a more internationally competitive modern industrial system, and accelerate the formation of new quality productivity. Focusing on this goal, Shenzhen, Guangzhou and Zhuhai will be supported to build comprehensive demonstration zones for the general aviation industry and create a low-altitude economic and industrial highland in the Greater Bay Area.
Shanxi proposed that in 2024, it will accelerate the development and growth of strategic emerging industries and the development of future industrial layout. Actively develop the low-altitude economy, build a general aviation airport, form and develop a general aviation fleet, expand application scenarios, promote the development of the whole general aviation industry chain, and accelerate the construction of a general aviation demonstration province.
Beijing has defined seven specific tasks for the development of new quality productive forces, including promoting the development of strategic emerging industries such as new energy, new materials, commercial aerospace, and low-altitude economy. Anhui Province also proposed to speed up the construction of low-altitude economic and industrial highlands in Hefei and Wuhu, and expand the application scenarios of low-altitude products and services. In addition, Shandong, Jiangsu, Zhejiang, Chongqing and other places are "betting" on the low-altitude economy and continue to "recharge" the layout of the industrial chain.
The trillion-level industry is poised to take off.
In the process of promoting the transformation of the regional economy from a "plane" to a "three-dimensional" model, the new growth point created by the low-altitude economy is one of the important engines leading the future development. Since 2021, in order to promote the development of low-altitude economy, the state has successively promulgated a series of policies and regulations
In February 2021, the concept of "low-altitude economy" was written into the national plan for the first time. The Communist Party of China issued the "National Comprehensive Three-dimensional Transportation Network Planning Outline" to develop the transportation platform economy, hub economy, channel economy, and low-altitude economy;
The "Outline of the Strategic Plan for Expanding Domestic Demand (2022-2035)" issued at the end of 2022 mentioned that the cultivation of islands, cruises, low-altitude, deserts and other tourism formats will be accelerated, and the consumption potential of general aviation will be released;
In December 2023, the ** Economic Work Conference will elevate the low-altitude economy to the height of strategic emerging industries;
From January 1, 2024, the "Interim Regulations on the Management of Unmanned Aircraft Flight" will be officially implemented, marking that China's drone industry will enter a new stage of standardized development with "laws to follow".
Meituan's food delivery drone travels between buildings in Shenzhen's Houhai district on November 24, 2023. Xinhua News Agency.
Because the "low-altitude economy" is based on the low-altitude airspace, dominated by the general aviation industry, involving low-altitude flight, air tourism, regional passenger transport, general aviation services, scientific research and education and many other industries of the economic concept, is a radiation driving effect strong, the industrial chain of a long comprehensive economic form. Therefore, as a representative of new quality productivity and strategic emerging industries, the low-altitude economy is entrusted with the important task of building a new trillion-level pillar industry like new energy vehicles standing on the tuyere.
According to data released by the Civil Aviation Administration of China, the market size of China's low-altitude economy is expected to reach 15 trillion yuan, and it is expected to reach 3 by 20355 trillion yuan. The low-altitude economy of the Guangdong-Hong Kong-Macao Greater Bay Area Digital Economy Research Institute*** By 2025, the comprehensive contribution of the low-altitude economy to China's national economy will reach 3 trillion to 5 trillion yuan.
Let the low-altitude elements infiltrate into thousands of industries.
Looking at the national territory, the Guangdong-Hong Kong-Macao Greater Bay Area is the pioneer of the low-altitude economy, and cities such as Guangzhou, Shenzhen, and Zhuhai continue to explore the application of low-altitude flight, competing to build a "city in the sky".
Among them, Shenzhen is ahead of the planning and the first to seize the development opportunity. Let's take a look at a set of data, in 2023, the annual output value of Shenzhen's low-altitude economy will exceed 90 billion yuan, a year-on-year increase of 20%; 77 new UAV routes have been opened, 73 new UAV take-off and landing points have been built, 600,000 cargo UAV flights have been completed, and the flight scale is the first in the country, with consumer UAVs accounting for 70% of the global market share and industrial-grade UAVs accounting for 50% of the global market share; **The flight volume exceeded 20,000 flights, and the flight scale was leading in the country.
Not only that, Shenzhen has also taken the lead in becoming a comprehensive demonstration zone for China's general aviation industry, a pilot city for the reform of national general aviation classification management, and a civil unmanned aviation pilot zone. Taking low-altitude pillar industry drones as an example, after more than 20 years of development, Shenzhen has a mature and complete drone industry chain, gathering a number of industry leading enterprises such as DJI, Fengyi Technology, Daotong Intelligence, Luffy Intelligence, and Skyhawk Equipment, and the completeness of the industrial chain is leading in the world.
The low-altitude economy has broad development prospects and is being explored at all levels, from the national to the local. At the beginning of this year, Shenzhen paved the runway for the rule of law for low-altitude economic take-off - the country's first low-altitude economic legislation "Shenzhen Special Economic Zone Low-altitude Economic Industry Promotion Regulations" was issued to help low-altitude economic industries "fly high" from infrastructure, flight services, industrial applications, technological innovation, safety management and other aspects.
Drones on display at the 2023 Low Altitude Economic Development Conference. Xinhua News Agency.
Looking at the Yangtze River Delta region, thanks to the layout and development of the new energy vehicle industry, Hefei has a solid industrial foundation in the field of manufacturing and battery energy, attracting a number of low-altitude economic enterprises to settle down, only in Hefei High-tech Zone has concentrated more than 30 low-altitude economic enterprises such as zero gravity, Beidou Fuxi, German Zhihangchuang, Xihe Aviation, Hummingbird General Aviation, etc. Among them, Beidou Fuxi Information Technology, as a leading enterprise in this field, is building the country's first low-altitude intelligent networking application demonstration based on the core technology of "Beidou grid code".
With many places entering the trillion-level market of "low-altitude economy", Shandong, as one of the provinces with the most complete industrial categories and the most complete system in the country, also has obvious advantages in the development of the drone industry. Through the active layout of the UAV industry track, Shandong encourages cities to develop industry-level UAV manufacturing such as plant protection, logistics, and fire protection, and build a number of UAV industry clusters such as Jinan, Qingdao, Zibo, and Binzhou, and support Liaocheng, Heze and other cities to lay out UAV characteristic industries.
Liu Dejun, director of the Strategic Planning Institute of Shandong Macroeconomic Research Institute, said in an interview with Fengkou Finance that as a major economic province and manufacturing province, Shandong has Shandong Aerospace Electronic Technology Research Institute, Qilu Aerospace Information Research Institute and other universities and scientific research institutions, and has initially formed a general aviation industry layout coordinated by Jinan, Qingdao, Dongying, Binzhou, Jining and other places. Shandong should give full play to its advantages, focus on cultivating low-altitude industrial chains and new forms of low-altitude industries, accelerate the construction of a low-altitude industry development framework, and form a low-altitude industry cluster effect.
The development of low-altitude economy also brings more convenient services and production and life experience to people. "People sit at home, takeaway comes from the sky", "thousands of acres of cotton fields, agricultural drones help farmers 'precise operation'", at present, from food delivery to agricultural scenes, from power inspection, emergency rescue material distribution to data collection, etc., expand a variety of terminal application scenarios such as low-altitude and logistics, agriculture, inspection, new infrastructure, cultural tourism, etc. In the next few years, who can take the lead in seizing the window period of low-altitude economy, so that low-altitude economic industry can penetrate into thousands of industries, or become a key move in regional economy and even urban competition.