According to the central media, since the beginning of this year, the low-altitude economy has become a new engine of economic growth.
17 provinces have included low-altitude economic development in this year's key work. In the first quarter, the rapid development of the new field of low-altitude economy, represented by unmanned manned aircraft, is moving from "flying" to "using".
In Luogang Park in Hefei, Anhui Province, the reporter took an unmanned manned aircraft to take a flight tour of the park, with a height of 35 meters and a flight time of 3 minutes.
The market price of this aircraft is about 2.39 million yuan, and the number of orders worldwide has exceeded 1,000.
Judging from the statements of the official media, there is indeed something in the low-altitude economy, not pure conceptual hype, and I can't help but think of last year's AIGC here.
Low-altitude economy and artificial intelligence
These are two different concepts, how can they be compared together, but what if it is a low-altitude economy and a digital economy?
It is not difficult to find that the commonality is the economy, and to put it bluntly, both are new driving forces to promote economic discovery, belong to a new industrial chain, and are a breakthrough from 0-1.
For example, when we just talked about ChatGPT last year, everyone felt that artificial intelligence was very far away, after all, many places in China have not yet used it.
After that, there was an overwhelming explosion of artificial intelligence science and corresponding technology, and many large models were also born in China, and then from the very beginning of a partial virtual thing, but slowly began to be applied in work and life.
Everyone has also begun to slowly accept it, with it, the future may be inseparable from it, the same low-altitude economy is not popular for most people at the moment, more or the acceptance stage, and there will also be popularization later.
Without too much emphasis here, let's compare the market.
The digital economy, the first hype was the concept of information and innovation, and then ChatGPT broke out, here we take ChatGPT as a look.
The hype of the overall plate is that the concept is proposed, accelerated and pulled, and then the high shock continues, and the acceleration and shock continues, and the process has gone through three waves.
And the current low-altitude economic acceleration and shock have only completed a cycle, will this be the end?
Ideally, when today's low-altitude economic pullback to the shock box, the box rebound is expected, but the market sentiment is more extreme, and when the index returns to the box, it is necessary to think about whether the second wave is expected to come.
Of course, the concept of low-altitude economy is very broad, just like the core of the market hype of the digital economy is chatGPT, so what is the core of the low-altitude economic hype?
Judging from the market performance, flying cars are significantly stronger than the low-altitude economic index.
It is not ruled out that flying cars may become the core in the future, so let's take a look at the low-altitude economic industry chain.
Low-altitude economic industrial chain
The upstream is infrastructure and airspace management, including airspace management equipment, take-off and landing facilities, low-altitude radar, pilot training, etc.
Among the basic equipment, the more critical is the radar navigation direction.
The midstream is designed and manufactured for aircraft, which can be divided into drones, helicopters, and eVTOLs (including vertical take-off and landing flying cars).
The domestic eVTOL industry started a little late, is small in size, and has great potential, and is expected to achieve rapid development thanks to factors such as low-altitude economic boom, policy support, mature upstream technology, and business model innovation.
Relevant institutions predict that under the condition of moderate development, the scale of China's eVTOL industry will reach 50 billion yuan by 2030.
At present, a number of unicorn companies have entered the product development and testing process and quickly carried out global layout.
More companies have emerged in the domestic civil UAV industry, and the application scenarios are diversified and the competition is differentiated.
At present, the more famous brands of China's civilian consumer drones include DJI, AEE, Zhendi, Haoxiang, XAG, EHang, Walkera, Lingdu Intelligent Control, etc., among which DJI's drone products account for about 70% of the market share in the UAV market.
Downstream applications include low-altitude logistics, low-altitude transportation, environmental testing, flight services, etc.
Finally, the low-altitude economy was written into the important conference at the beginning of the year, and the new concepts mentioned in the conference every year will not be simple speculation, such as carbon neutrality, digital economy, etc.
(Summarize related industry chain stocks, not recommended)