Recently, the new version of the Negative List for Market Access (NLMA) has come into force, and for the first time, the issuance of certificates of compliance for the operation of civil unmanned aerial vehicles (UAVs) has been included in the scope of management.

This policy adjustment not only delineates a safe boundary for the standardized development of low-altitude economy, but also releases a key signal to regional investment promotion:

In the field of low-altitude economy, localities have bid farewell to the rough "grab project" stage, and shifted to the focus on qualification and consider the potential of the new stage of fine-tuning investment.

Low-altitude economy around the race track, the face of the three core issues:

● Enterprise "set" low altitude economy concept, it must be a good business?

● What are the dimensions that should be focused on in order to assess the potential and qualifications of a project?

● What are the investment conditions for a place to develop a low-altitude economy?

01 List landing project assessment

The new version of the Negative List for Market Access was released, which in fact raised the threshold of entry for the low-altitude economy industry.

As an emerging field written into the government's work report for two consecutive years, the low-altitude economy is becoming the focus of governments around the world competing to layout.

However, in the rush, local governments have failed to keep up with project research and evaluation.

The new version of the Negative List for Market Access has been released, and there is a clearer direction and requirements for investment.

Governments around the attraction of low-altitude economic enterprises, in addition to considering the strength of the enterprise, more need to operate the certificate as a key screening index. Does the company have an operating license? Or does it have the potential to obtain an operational license?

How does an investor assess the potential of a company in the low-altitude economy?

First, investigate the operation and management of the enterprise, and assess its risk response capability and operational stability through staffing, management structure and other dimensions.

When judging the strength of an enterprise, you can understand the professional background, industry experience and management ability of the team members, and examine whether the core members have practical management experience in aerospace, logistics and other fields.

At the same time, pay attention to the depth of cooperation between the enterprise and universities and scientific research institutions, as well as the introduction and retention of high-end technical talents.

Secondly, to assess the level of technological innovation of the enterprise, focusing on verifying the intensity of R&D investment, analyzing the proportion of R&D investment to determine the degree of emphasis on technological innovation and the ability of the enterprise to continue to invest in R&D, and paying attention to the core technologies and patented achievements independently researched and developed by the enterprise, and focusing on breakthroughs and iterations of the key technologies, such as power transmission of the flying machine.

In addition, we will also pay attention to the company's business plan and marketing strategy to understand whether the company has the ability to obtain an operating license.

The obtaining of an operating license is "stringent" in that it requires UAVs and supporting facilities and equipment to meet high standards, while also setting strict standards for the professionalism of operators and managers, and units engaged in operational activities must be for-profit legal entities.

Thirdly, we will assess the strategic layout of the enterprise's upstream and downstream extension, and consider whether the enterprise has the ability to expand to the upstream and downstream of the industrial chain. At the same time, attention is paid to whether the enterprise has established stable cooperative relationships with upstream and downstream suppliers, including raw material suppliers and component manufacturers.

Fourth, we will assess the market competitiveness of the company, analyze the market share of the company in the low-altitude economy segment, and focus on tracking the dynamic changes in the size of the customer base, the stability of cooperation, and the potential for growth.

Taking drone logistics enterprises as an example, we need to pay attention to whether they have reached strategic cooperation with head e-commerce and logistics enterprises. This kind of stable customer relationship not only guarantees business continuity, but also highlights the recognition and voice of enterprises in the industry.

You can also consider the overall competitiveness of a company's products or services in terms of performance, quality, cost, and other dimensions, and focus on its differentiated highlights with competitors. For example, whether the aircraft products have the advantages of high payload, long endurance and low cost, or whether the service model realizes the innovations of intelligent scheduling and customized solutions, these differentiated qualities will directly determine the competitiveness of the enterprise in the market.

This list clearly delineates the "forbidden red line", around the investment not only on the qualification of enterprises, technology reserves and other indicators to conduct in-depth research, accurate research and judgment of its development potential; but also based on the basis of the local industrial base, from the industrial chain synergies, ancillary services to support the dimensions of systematic assessment of the project landing suitability and drive The company's main goal is to provide the best quality products and services in the marketplace, and to ensure that every investment decision is made in a way that will provide a strong impetus to the development of the local low-altitude economy.

02 Industry Layout Merchandising Conditions

Currently, China's existing low altitude economy-related enterprises have reached more than 70,000, and the number of newly registered enterprises this year alone is more than 7,500.

Low-altitude economy market heat continues to climb, but the hidden risks should not be ignored.

Currently, governments around the world have regarded the low-altitude economy as a new engine of economic growth, and in their eagerness to seize the track, they have hastily laid out related projects without adequate research and systematic planning.

Taking a fourth-tier city as an example, it blindly imitates Shenzhen's planning for a "drone industry chain park", but due to the lack of core technological capabilities, such as chip manufacturing, and ultimately reduced to an assembly base, making it difficult to form a complete industry chain.

There are also inland cities that are still planning to develop low-altitude economic industrial parks on a large scale in the face of a weak foundation for the aviation industry and tight airspace resources.

This serious mismatch of resource endowment, industrial base and development needs, coupled with insufficient development of supporting services and application scenarios, not only makes it difficult to achieve industrial breakthroughs, but also leads to the stagnation of many projects.

There are significant differences in the economic base and resource endowment of various places, and the low-altitude economy is not suitable for every layout.

In the field of low-altitude economy, local investment work needs to systematically sort out the local basic resources, around the R & D, manufacturing, application, space four elements, based on the different resource endowment, the implementation of differentiated layout.

In the dimension of R&D resources, focus on assessing the technological reserves of local universities and research institutes, focusing on the core areas of low-altitude economy such as aircraft design, navigation and control, and artificial intelligence, and analyzing the collaborative innovation capability of industry, academia and research.

At the level of industrial support, we can examine the direct industrial chain basis of UAV production and parts manufacturing, as well as pay attention to whether there is any indirect manufacturing basis brought about by new energy vehicles, aerospace and other industries.

In terms of scenario application, application resources are the key elements to promote the industry to the ground, and we need to focus on examining whether there are large local operational application scenarios, such as logistics and distribution, agriculture and forestry operations, and other practical areas; and whether there are safety application scenarios, such as emergency rescue, monitoring and other security scenarios.

In addition to this, airspace resources are the core elements that support the orderly development of various flight activities. In terms of spatial resources, the focus is on considering the degree of openness of airspace, and evaluating whether there are infrastructure conditions such as drone test sites, take-off and landing points, and flight service stations.

Is the local airspace stable and suitable for flying? Is there an accurate and efficient air traffic management system in place?

Only by ensuring that air traffic is safe and orderly, and that every flight is safe, can drone companies put their roots at ease, carry out technology testing and operations with peace of mind, and continuously improve their technological innovation capabilities.

If the airspace conditions are superior and the manufacturing base is solid, then priority will be given to the development of application demonstration industry, and by opening up the scene resources, enterprises will be attracted to carry out commercial flight testing and accelerate the transformation of technical achievements into landing.

03 Hefei sample scene winning

The more the change the shorter the negative list of market access, is becoming the action guide to explore the development of low altitude economy.

In fact, China's new industry, new areas of market access policy exploration, has long been "pilot first".

For example, Hefei is the first to carry out the construction of the sea, land and air all-space unmanned system, driven by the standard system and application scenarios, in-depth optimization of the access management system.

Luogang Park, transformed from Luogang Airport, has become a natural testing ground for low-altitude economy and unmanned industry with its unique geographical advantages.

The airspace here is clean and unobstructed, with no high-rise buildings in the vicinity, and the wide, flat apron and runway greatly reduce the obstacles to flying.

In terms of attracting investment, Hefei relies on the dynamically updated "three charts and four tables" to accurately anchor key enterprises in the upstream and downstream of the drone industry chain.

Placed on the UAV manufacturing industry chain, the upstream links up materials, airborne equipment, avionics, batteries, motors and other core areas, while the downstream extends low-altitude sightseeing, intercity transportation, urban rescue, flight training and other diversified service scenarios.

In order to seize the high ground of industrial development, Hefei has successfully introduced headline companies such as Yihang and Xunan.

These chain of main enterprises stationed, by virtue of the strong industrial radiation, to attract the upstream and downstream supporting enterprises to accelerate the agglomeration, the formation of "the introduction of a, driven by a string of radiation, a piece of the" industrial cluster effect.

The attentive service of the Hefei government is also a key factor in attracting enterprises to settle down.

Hefei specializes in the formation of low-altitude economic development task force, incarnated in the enterprise "personal butler", the whole process for the enterprise to solve development problems.

Low-altitude economy involves aviation, transportation, public security and other areas, therefore, the investment work also need to establish cross-sectoral coordination mechanism, the introduction of the project, approval and supervision of the formation of synergies to ensure that the safety of low-altitude flights.

Whether it is coordinating flight safety with the public security and fire departments, or docking application scenarios, the cadres of the task force are led by the enterprises to matchmaking, and even when the person in charge of the enterprise is distracted, the members of the task force can accurately pass on the details of the aircraft parameters, models, flight status and other details to the fire department.

In order to build a strong low-altitude flight safety line of defense, Luogang Park draws centimeter-level high-precision maps to achieve real-time dynamic monitoring of flight trajectories. Based on this, Hefei has gradually built up a full-space unmanned system operation specification covering control, prevention and control, perception and other multi-dimensional aspects, providing a replicable and promotable "Hefei sample" for the development of the national low-altitude economy.

In the face of the trillion-dollar low altitude economy market blue ocean, Hefei early and pilot practical experience shows that all over the world to carry out investment promotion work, you need to rely on their own industrial base, fully analyze the R & D, manufacturing, application, space and other resource endowments, while establishing a synergistic mechanism with multiple departments to better solve the related problems for the enterprise.

In short, the local investment should be based on the new version of the "market access negative list", the establishment of a refined project screening mechanism, the enterprise's technological innovation ability, market competitiveness, business qualifications for multi-dimensional assessment, to ensure that the introduction of the project can fit the local industrial development direction, to promote the development of low altitude economic industry towards standardization.