低空经济系列研究：基础设施之：通感一体化助力智慧低空产业发展_12页_1mb

报告摘要

Low-Altitude Economy Analysis

Executive Summary

This report analyzes the development of the low-altitude economy, focusing on integrated sensing and communication (tactile sensing) as a key enabler for drone applications. It highlights policy support from China's leadership, rapid growth in drone markets, technological advantages of tactile sensing over traditional radar, and opportunities for telecom operators and related industries.

Policy and Regulatory Drivers

President Xi Jinping emphasized the need for intelligent digital infrastructure, including low-altitude systems.
Key policies like the 2022 "14th Five-Year Plan" for civilian aviation promote drone innovation and infrastructure development.
This support is driving market expansion in areas like flight control and management.

Drone Industry Growth

The Chinese civil drone market reached 443.58 billion RMB in 2022, with a projected CAGR of 39% from 2022 to 2027.
By 2027, the industrial drone market is expected to reach 313.8 billion RMB.
Drone technology integrates with AI, 5G, and the Beidou Navigation System, positioning it as a new engine for economic growth and safety management.

Integrated Sensing and Communication Technology (Tactile Sensing)

Tactile sensing systems use 5G-enabled cell towers for drone monitoring, offering advantages: lower deployment costs by leveraging existing infrastructure, shared spectrum utilization, and broader coverage (e.g., single-site range exceeding 1 km).
Compared to traditional radars, these systems reduce costs, enhance spectrum efficiency, and provide wider operational areas.
Applications include drone surveillance (e.g., boundary detection, intrusion alerts), avoidance systems (obstacle detection), and flight path management (consistency monitoring, conflict alerts).
Technical advancements in 5G-Advanced (IMT-2020) support tactile fusion, enabling seamless communication and sensing capabilities in low-altitude environments.

Synergies and Opportunities

Strong collaboration expected between tactile sensing and low-altitude economy, creating new business growth for telecom operators like China Mobile, China Telecom, and China Unicom through enhanced service offerings.
Focus on massive antenna arrays to improve long-range detection and precision tracking.
Related industries benefit from opportunities in low-altitude development, including components like antennas, RF technology, and filters.

Investment Recommendations

Prioritize telecom operators for their role in tactile sensing deployment.
Target companies in the tactile massive array supply chain, such as those in antennas and filters, due to mutual growth potential.