--- title: "Low-altitude economy 2026 - A turning point from \"systematic implementation\" to \"scaled economy\"" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/275574487.md" description: "Recently, the \"Implementation Opinions\" issued by the Ministry of Industry and Information Technology and four other departments promote the development of the low-altitude economy, emphasizing the integration and innovation of low-altitude equipment and information communication, particularly the application of 5G technology. The policy aims to address the monitoring and communication issues of low-altitude aircraft and promote the scaled development of the low-altitude economy. The newly revised \"Civil Aviation Law\" in 2026 will incorporate the low-altitude economy into the legal system, providing institutional guarantees for industry development and marking a qualitative change in the industry" datetime: "2026-02-11T08:41:23.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/275574487.md) - [en](https://longbridge.com/en/news/275574487.md) - [zh-HK](https://longbridge.com/zh-HK/news/275574487.md) --- > 支持的语言: [English](https://longbridge.com/en/news/275574487.md) | [繁體中文](https://longbridge.com/zh-HK/news/275574487.md) # Low-altitude economy 2026 - A turning point from "systematic implementation" to "scaled economy" Recently, the Ministry of Industry and Information Technology and four other departments jointly issued the "Implementation Opinions on Strengthening the Capacity Building of the Information and Communication Industry to Support the Development of Low-altitude Infrastructure" (hereinafter referred to as the "Implementation Opinions"), driving the market to refocus on the low-altitude industry. We combine the latest in-depth industry data to deeply analyze the development logic of the low-altitude economy in 2026 from five dimensions: policy logic, technological breakthroughs, industry status, future outlook, and development mainline. ## 1\. What Happened? Policy Re-catalysis Recently, the "Implementation Opinions" released by the Ministry of Industry and Information Technology and four other departments sent out an extremely core signal: the competition in the low-altitude economy will focus on "integrated sensing" digital infrastructure in the second half. The policy clearly states that it is necessary to strengthen the integration and innovation of low-altitude equipment and low-altitude information communication, and promote the adaptation and verification of 5G/5G RedCap modules with low-altitude aircraft. The underlying business logic is very clear: to achieve large-scale and high-frequency commercial operations of low-altitude flying vehicles (eVTOLs, drones), the primary issues to solve are "visibility, control, and collision avoidance." ① The policy emphasizes promoting the development of the 5G-A industry and accelerating the maturity of integrated sensing technology. This means that base stations are no longer just signal towers but have become sensing nodes with "radar" functions, capable of real-time monitoring of the position, speed, and trajectory of low-altitude flying vehicles. ② Promoting the adaptation of 5G RedCap (lightweight 5G) modules aims to significantly reduce the communication hardware costs of low-altitude aircraft while ensuring low-latency communication. This is crucial for achieving the scale effect of "thousands of machines flying together" in the future. ③ Exploring the research and development of integrated modules for low-altitude communication, navigation, and surveillance functions. This marks a shift from "discrete sensor stacking" to "highly integrated integration" for aircraft. In December 2025, the newly revised "Civil Aviation Law" will be officially passed and will come into effect on July 1, 2026. This formally incorporates the "low-altitude economy" into the national legal system at the legal level, clarifying that the division of airspace should take into account the development of the low-altitude economy, providing institutional guarantees for resource allocation and airworthiness certification. The implementation of the law signifies a qualitative change in industry certainty. After July 2026, all commercial closed loops will have clear boundaries. ## 2\. Why is it Important? Reconstructing the Growth Premium of Three-dimensional Space The reason the low-altitude economy is listed as a representative of "strategic emerging industries" and "new quality productivity" is that it addresses the spatial premium issue against the backdrop of increasingly scarce land resources. For a long time, China's low-altitude airspace has been in a "locked" state. The special measures deployed by the Central Air Traffic Control Commission in 2025 and the construction of a national-level regulatory platform essentially aim to monetize and enhance the productivity of this dormant "asset." Taking logistics as an example. By the end of 2025, Meituan's cumulative orders for drones exceeded 780,000, with an average monthly delivery growth of 65% year-on-year. This efficiency improvement is not only a leap in speed but also a structural reduction in delivery costs According to the current plans of various local governments, Shanghai alone has proposed that the core industry scale will reach 80 billion yuan by 2028, driving over 20 billion yuan in industrial chain investment. Shenzhen has set a target of breaking 130 billion yuan in output value by 2026. This growth rate is extremely rare in the current economic environment. Entering 2026, the low-altitude economy will exhibit the following three significant characteristics: 1. Hardware: Airworthiness certification has entered the "mass production" stage. EHang EH216-S has achieved "full certification" in 2025 and has begun commercialization. By 2026, leading eVTOL manufacturers such as Yifeng Future, Fengfei, and Volant will likely complete type certification (TC) or enter the later stages of certification, with hundreds of orders beginning to enter the delivery cycle. 2. Software: Refined airspace management. Provincial and municipal low-altitude airspace management platforms have been widely launched, with detailed suitable flight airspace designated. In 2026, airspace management will shift from "static management" to "real-time dynamic collaboration" to accommodate large-scale, high-frequency flights. 3. Infrastructure: Intensive deployment year. Shenzhen plans to establish over 1,200 low-altitude takeoff and landing points by the end of 2026 and open more than 1,000 commercial routes. This density marks that low-altitude infrastructure construction has pressed the "fast forward" button. The five major development trends of the low-altitude economy are becoming increasingly clear—more refined airspace management; intensive infrastructure deployment; rapid development of low-altitude logistics; continuous upgrading of technological capabilities; and eVTOL moving towards commercial operation. This is expected to accelerate the development of the entire industry. ## III. What to focus on next? Analysis of industry and event node rhythm We must accurately identify the "long slope and thick snow" segments in the industry. It is recommended to focus on three major development directions of the low-altitude economy: 1. Core manufacturing and high-barrier technology segments eVTOL manufacturers: Prioritize layout of leading enterprises that have obtained airworthiness certificates or have deep connections with regulatory authorities and possess mass production and delivery capabilities. High energy density power systems: Solid-state/semisolid batteries are the key technological variables for 2026, which can determine whether eVTOL has commercial value for intercity flights. Lightweight materials: Low-altitude aircraft are extremely sensitive to thrust-to-weight ratio, and the penetration rate of lightweight composite materials such as carbon fiber is expected to explode. 1. Infrastructure and "digital veins"—5G-A and sensing integration According to the latest "Implementation Opinions" from the Ministry of Industry and Information Technology, we should focus on: Base station upgrade equipment suppliers: Communication equipment giants and supporting manufacturers that can provide 5G-A integrated base stations and low-altitude intelligent network devices. Integrated module suppliers: Companies capable of developing and mass-producing integrated modules for communication, navigation, and monitoring. Low-altitude digital platform (SILAS): Similar to a low-altitude "operating system," such as the SILAS system that Shenzhen has initiated in its second phase of construction, which serves as the brain for airspace management and operational services. ③ Key time nodes July 1, 2026: The new "Civil Aviation Law" officially takes effect. This is the strongest catalyst for the upward shift of the industry's value center. Q3/Q4 2026: Data on the opening of thousands/tens of thousands of routes in key cities. This is a key indicator to verify whether the commercial closed loop can generate profits. Issuance of TC certificates to leading manufacturers: The acquisition of each TC certificate signifies a company's transition from a "research and development company" to a "manufacturing company." In summary, the low-altitude economic industry in 2026 is at the "triple overlap" point of technological dividends, policy dividends, and legal dividends. It is a grand narrative involving the redistribution of airspace resources, deep integration of information and communication technology (ICT), and the domestic substitution of high-end manufacturing. Risk warning and disclaimer The market has risks, and investment should be cautious. This article does not constitute personal investment advice and does not take into account the specific investment goals, financial conditions, or needs of individual users. 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