At least, not in the foreseeable next few years.
Therefore, the current focus, or hype, should definitely not be on the application field.
Leaving aside regulatory issues, it will be impossible for this industry to transform from a castle in the air into a true Tower of Babel until technology advances and costs come down.
Just as it was only after AI technology achieved a qualitative breakthrough that the market began to hype specific applications such as humanoid robots.
Only then can we really talk about applications and predict panama telegram data how big the low-altitude economy can be.
At this stage, for investors, which companies are worth paying attention to?
The upstream of the industrial chain is first of all the most basic metal materials and composite materials, followed by sub-sectors such as flight control, power, batteries, and motors.
There are currently dozens of related companies in China, many of which have already been listed, as shown below:
The midstream focuses on helicopter, UAV and eVTOL manufacturing technologies, as well as related high-equipment manufacturing segments, and is the key link in truly implementing the industry. At present, there are dozens of related domestic enterprises, as shown below.