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Policies across the country are continuously being catalyzed, and Institutions are Bullish on the accelerated landing of the low-altitude industry.
① According to the Tianyancha App, recently, Harbin New District Low Altitude Economy Operation Development Co., Ltd. was established, and this company is wholly owned by the Office of the State-Owned Assets Supervision and Administration Commission of the People's Government of Songbei District, Harbin. ② Huaxin Securities Research Reports point out that in 2024, the low altitude economy was mentioned for the first time in the government work report during the national two sessions, and subsequently, policies for the low altitude economy have been introduced one after another in various regions, with continuous policy catalysis expected to accelerate the industry's implementation.
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91.5%! The Drone industry is experiencing high growth, and the low-altitude economy is expected to be an important driver for Consumer spending.
According to CCID CONSULTING, civil Drones have become the Block Orders model for the development of China's low-altitude economy; The "Special Action Plan for Boosting Consumer Spending" proposed the orderly development of low-altitude tourism, aviation sports, and consumer-grade Drones as part of low-altitude consumption. Southwest Securities believes that with increased policy support, the low-altitude economy regulation is expected to welcome modular applications.
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AVIC Securities stated that in the short term, the upcoming Two Sessions next month are expected to make XINXINGCHANYE such as low-altitude economy and commercial aerospace hot Topics, and continue to promote the introduction of supportive policies and accelerate the progress of the industry.
Regions are 'gobbling up' the low-altitude economy, and the Industry is expected to welcome a period of rapid development.
① The first meeting of the Jiangsu Province Global Strategy XINXINGCHANYE Mother Fund for Spring 2025 was successfully held on the 12th, with the signing of the Jiangsu Wuxi Low-altitude Economy and Aerospace Industry Special Mother Fund (tentative name) with a scale of 2 billion yuan. ② According to data from the Civil Aviation Administration of China, by 2025, the market size of China's low-altitude economy is expected to reach 1.5 trillion yuan, and by 2035, it is expected to reach 3.5 trillion yuan, with the low-altitude economy poised for a rapid development period.
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