Finance Associated Press, February 17 (edited by Ruoyu).During the Spring Festival, Guangdong took advantage of the unique airspace of the Guangdong-Hong Kong-Macao Greater Bay Area to launch a new way of "low-altitude economy": not only allowing passengers to take off in place to overlook the Bay Area, but also launchingA new type of "air, sea and air" multimodal transport scheme composed of "direct aircraft + ship + passenger aircraft".
It is also worth noting that since the beginning of this year, low-altitude economic favorable policies have been implemented one after anotherThe "Shenzhen Special Economic Zone Low-altitude Economic Industry Promotion Regulations" was officially implemented on February 1. In addition, the nationwide "Interim Regulations on the Management of Unmanned Aircraft Flights" will come into force on January 1, 2024。In addition, according to incomplete statistics, in 2023 alone, more than 16 provinces will write low-altitude economy, general aviation and other related content into the work report, and successively introduce support policies.
In terms of the primary market, the reporter of "Science and Technology Innovation Board**" found thatIn January 2024 alone, there will be 7 financings for UAVs in the field of "low-altitude economy", and GSR United Capital, Zhongguancun Science City, Zijingang Capital and other figures have emerged。Since last year, Dachen Caizhi, Tongchuangweiye, Cornerstone Capital, Shuimu Tsinghua Alumni Seeds**, and Tengye Venture Capital have also set their sights on this field.
Wang Zijing and others pointed out in a research report on January 29 that in recent years, the low-altitude economy led by general aviation and unmanned aerial vehicles has developed rapidly. At present, the application scenarios that have been commercialized include logistics, tourism, agriculture, fire protection, inspection, etc。With the low-altitude economy being promoted to the national strategy, the policy + industry is constantly promoting the implementation of the "low-altitude economy +" application scenario, and the application status of important scenarios such as tourism, logistics, urban management, and transportation is worth paying attention to. Yinhe** Li Liang et al. pointed out in a research report on January 162024 may become the first year of low-altitude economic development, and related industrial chains such as general aviation, operation support, and low-altitude operation will usher in development opportunities.
It is understood that the low-altitude economy refers to a comprehensive economic form that relies on low-altitude airspace (airspace within 3000 meters), takes various low-altitude flight activities of various manned and unmanned aircraft as the traction, and radiates the integrated development of related fieldsThe industrial chain is long, the radiation is wide, and the growth and driving force are strongand other features.
In fact, the "low-altitude economy" is not new in China, with startups entering as early as 2015, but early development was constrained by airspace control. Until 2023,**The Economic Work Conference identified the "low-altitude economy" as a national strategic emerging industryNot only is the industry boiling, but investors are also starting to invest according to this "list".
According to 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。According to the information disclosed by Yuntu Zhixing, the market size of China's low-altitude economic industry in 2022 will be 25 trillion yuan, expected by 2035,**The industrial scale of the national low-altitude economy is expected to reach more than 6 trillion yuan
In terms of industrial chain, Huafu Shi Xiaojun pointed out in a research report on January 18 that the upstream of the low-altitude economic industrial chain is mainly raw materials and core componentsChips, batteries, motorsWait; The midstream is the core part, including:UAVs, aircraft and other OEMs, high-end equipment, supporting products, low-altitude support systemsWait; The downstream needs to have flight approval, airspace filing, etc., and the downstream application after passing isThe integration of low-altitude economy and various industries
Shi Xiaojun further pointed out that the main targets of the domestic low-altitude industrial chain can be divided into: low-altitude manufacturing, the main OEMs parts industry chain includesKoyo shares, Xingyuan Zhuo Magnesium, Sen Kirin；Shareholding OEMs include:Business Network Electronics, Sunward Intelligence；OEMs include:Wanfeng AoweiWait; In terms of low-altitude support, the air traffic control system includes:Rice Information, Shenzhen City Communication, Sichuan University OutwittedWait; Low-altitude operational aspects include:CITIC HaizhiWait;
Finance Associated Press Ruoyu).