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powerballdraw1379| Low-altitude economic ripples spread and various application scenarios have emerged one after another. When will they shift to "mass consumption"?

摘要: Transferredfrom:financialUnionZhengYuanfangScienceandTechnologyInnovationBoardDaily,Apri...

Transferred from: financial Union

Zheng Yuanfang

Science and Technology Innovation Board Daily, April 27th-the development of low-altitude economy has gradually accelerated, and the relevant planning and layout has gradually spread to infrastructure, applications and other contents. Recent application scenarios of "low-altitude economy +"Powerballdraw1379The landing has aroused people's attention to the application side of the low-altitude economy. So what application scenarios have been derived from the low-altitude economy at the present time? What is the current situation of all kinds of scenes?

Chongqing will hold the first Chongqing low-altitude Flight consumption week from April 30 to May 5, which is the first low-altitude flight consumption theme activity held at the provincial level in the country. Chongqing will release the city's first low-altitude flight consumption map, issue the city's first low-altitude flight coupons, and open the first urban air traffic route, so as to promote the transformation of low-altitude flight projects from "minority experience" to "mass consumption".

The low-altitude flight consumption formats launched in Chongqing include: low-altitude flight sports represented by paragliding, delta wing and parachuting, low-altitude sightseeing experience represented by light fixed wings, helicopters and hot air balloons, and low-altitude education services represented by aircraft driving training and low-altitude research.

powerballdraw1379| Low-altitude economic ripples spread and various application scenarios have emerged one after another. When will they shift to "mass consumption"?

The official account of the Ministry of Culture and Tourism, "Voice of Culture and Tourism", released on the 24th "low-altitude + Tourism: new momentum for the Development of low-level economy New Racetrack Tourism". The article said that Huangshan Scenic spot has begun to explore drone transport materials, Hunan Xiangxi Daozhai Scenic spot to carry out low-altitude tour project flight demonstration and so on.

On April 24, the first cross-sea flight ceremony of public freight logistics of Qiong and Guangdong UAV was held in Wenchang International Space City. The FP-98 Leo large UAV took off and landed from Haikou Jiazi Airport in Hainan Province and Lianzhou Airport in Zhuhai, Guangdong Province, with a flight range of 500km, and the transportation time of less than three hours was nine hours shorter than that of traditional transportation mode.

On the same day, Guangzhou Huangpu Comprehensive Insurance Zone completed the direct distribution of cross-border e-commerce imported goods by drones, which is also the first direct distribution business of cross-border e-commerce imported goods by the national customs.

"low-altitude economy + N": what is the potential development trend of various application scenarios?

Comprehensive brokerage research and report, at present, low-altitude economy has been commercialized to explore the application scenarios include logistics, tourism, agriculture, urban management, transportation and so on.

Among them, the above-mentioned Chongqing consumption week and the exploration of Huangshan Scenic spot all belong to "low-level economy + tourism". Soochow Securities pointed out that "low-altitude economy + tourism" is expected to be the first application scenario to be implemented. In addition to UAV, the future tourism, as the priority commercial operation direction of unmanned aerial vehicle (eVTOL), will gradually carry out commercial operation from experience flight and tourism.

"low-altitude economy + logistics" is currently the most widely used commercial scene, ele.me, Meituan, Shun Feng Express, JD.com and so on have begun to layout. Compared with the traditional logistics distribution, unmanned distribution has the advantages of convenient and efficient, saving labor costs, reducing security risks and other advantages, and the distribution efficiency is greatly improved.

The business model of "low-altitude economy + urban management" has basically run out. UAV shows a wide application prospect in emergency rescue, urban security, electric power inspection, land surveying and mapping, agriculture, forestry and plant protection, fire protection and other scenes.

It is worth mentioning that "low-altitude economy + fire fighting" has the advantages of rapid response and cluster dispatching, which can improve the work efficiency of firefighters, effectively solve the pain points of fire fighting in high-rise buildings, and form a useful supplement with the existing fire fighting system. Yihang has previously released the world's first fire version of eVTOL, the brokerage believes that eVTOL is expected to become an important air fire equipment and distributed deployment in urban fire stations.

A variety of application scenarios give the low-altitude economy more imagination. So what is the potential development trend of various application scenarios at present?

The Guolian Securities Research report on April 10 pointed out that from the perspective of maturity, the current maturity of various application scenarios may be agricultural and forestry plant protection > industrial inspection > emergency rescue > police security > surveying and mapping geography > low-altitude tourism > logistics transportation > urban traffic.

Analysts believe that in terms of market size in the medium term (2030), the development potential of geographical surveying and mapping, aerial photography and agricultural and forestry plant protection is relatively large.

From the point of view of the expansion of application scenarios, the basic applications of geographical surveying and mapping and emergency rescue are relatively mature, and the short-term market is facing a certain ceiling, but it is expected to realize the expansion of application scenarios with the development of products.

From the perspective of long-term space, there is a large market demand in the field of express logistics and urban transportation, and the application of low-altitude economy in these two scenarios may depend on the product progress of the supply side.

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