As a national strategic emerging industry, the low altitude economy has achieved leapfrog development in recent years. From November 21st to 23rd, the 2025 China (Jiangxi) Aviation Industry Conference was held in Jingdezhen. China Securities Journal reporters learned from the conference that it is expected that the market size of China's low altitude economy will reach 1.5 trillion yuan by 2025 and is expected to exceed 2 trillion yuan by 2030, showing a strong growth trend in industrial development. Currently, China is undergoing a crucial transition from catching up with low altitude equipment technology to leading locally. Data shows that 969 enterprises in China have completed registration and registration in the civil unmanned aerial vehicle product information system, with 3191 registered products and over 4.78 million aircraft. The world's first four seater electric aircraft has been awarded the Civil Aviation Administration of China's model certificate. From a regional perspective, cities such as Shenzhen, Chengdu, and Nanchang have formed a trend of low altitude industrial agglomeration, cultivating multiple new formats in areas such as drone logistics, manned travel, and low altitude tourism. With the deepening of low altitude airspace management reform and the improvement of infrastructure, the low altitude economy will become an important support for promoting regional coordinated development and industrial upgrading. Taking the low altitude logistics scenario as an example, in 2024, China will open over 140 new low altitude logistics routes, and the real-time delivery industry's order volume will reach 48 billion. According to industry predictions, the output value of drone logistics in China is expected to exceed one trillion yuan by 2035, with an average annual growth rate of around 20% in the future. Xin Guobin, Deputy Minister of the Ministry of Industry and Information Technology, stated at the meeting that the current global aviation industry pattern is undergoing profound changes, with new energy, new generation information technology and other technologies accelerating their integration with aviation technology, bringing new opportunities and challenges. In this regard, we should deepen the agglomeration development of the aviation industry, take key model research as the driving force, cultivate a group of specialized, refined, and new enterprises, create specialized aviation equipment research and development bases, strengthen regional coordination, enhance supply chain supporting capabilities and digital production levels, build national advanced manufacturing clusters such as large aircraft, and create an open and win-win industrial ecology. (New Society)
Edit:Yao jue Responsible editor:Xie Tunan
Source:China Securities Journal
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