你有没有想过一个问题——
Have you ever wondered about this—
无人机送货、打“飞的”、紧急物资投送……这些听起来很酷的低空场景，喊了好几年，为什么我们身边还没真正普及？
Drone deliveries, air taxis, emergency supply delivery… These low-altitude applications sound exciting and have been talked about for years, so why haven’t they really become part of everyday life?
答案往往不是飞机不够好，而是——飞起来之后，谁来看天气？谁来管航线？谁来保证它不掉下来？
The answer often isn’t that the aircraft aren’t good enough. It’s what comes after takeoff: Who monitors the weather? Who manages the flight routes? Who makes sure the aircraft stay safely in the air?
本周，北京办了一场链博会。全称很长，叫“中国国际供应链促进博览会”，听着挺专业，但记者逛完最大的感受是：它其实回答了一个跟你我有关的问题——那些听起来很远的产业蓝图，到底靠什么才能落地。
This week, Beijing hosted the China International Supply Chain Expo, or CISCE for short. The full name may sound rather formal, but the reporter’s biggest takeaway after walking around the expo was that it actually addressed a question relevant to all of us: What does it take to turn seemingly distant industrial blueprints into reality?
据新华社报道，6月22日开幕式当天，中共中央政治局常委、国务院副总理丁薛祥出席并作主旨讲话。本届，连同参展商带来的产供链上下游合作伙伴，实际参展商超1300家——这么重要的场合，记者当然要去看一看。
According to Xinhua News Agency, Ding Xuexiang, a member of the Standing Committee of the Political Bureau of the CPC Central Committee and Vice Premier of the State Council, attended the opening ceremony on June 22 and delivered a keynote speech. This year’s expo brought together more than 1,300 exhibitors, including their partners across the upstream and downstream links of the supply and industrial chains. For an event of such significance, the reporter naturally had to take a closer look.
而在最硬核的先进制造展区，记者发现了一件有意思的事——
In the highly technology-intensive advanced manufacturing exhibition area, the reporter noticed something particularly interesting—
空中客车、西门子、中国中车这些“链主”们一字排开，气场拉满。可就在它们旁边，是一块“浙江低空经济”的展区，而不是任何一家企业的独立展位。
Industry “chain leaders” such as Airbus, Siemens, and CRRC stood side by side in an impressive lineup. Right next to them, however, was an exhibition area dedicated to “Zhejiang’s Low-Altitude Economy,” rather than a standalone booth belonging to any individual company.
13家公司列在一起：无人机、雷达、氢能电池、管控平台，啥都有。
Thirteen companies were presented together, covering everything from drones and radar to hydrogen-powered batteries and airspace management platforms.
单看这13家，没一个是“单挑大梁”的角色。可把它们串起来，恰好能回答上面那个问题——低空经济到底怎么才能从“造得出来”变成“飞得起来”。
Taken individually, none of these 13 companies is large enough to carry the entire sector on its own. But connected together, they provide a compelling answer to the question above: How can the low-altitude economy move from simply being able to “build” aircraft to actually making them “fly”?
整个先进制造链展区，只有浙江是以“区域产业链”的身份来参展的。
Across the entire advanced manufacturing exhibition area, Zhejiang was the only participant showcasing itself as a “regional industrial chain.”
这背后，藏着一个关于“链”字为何越来越热的现实答案。
Behind this lies a very practical answer to why the concept of the “chain” has become increasingly prominent.
一、以链参展 Exhibiting as a Chain
浙江为什么这么干？
Why did Zhejiang choose this approach?
拆开来看，这13家企业，单家都不是那种一亮相就镇住全场的大链主。
Looking at them individually, none of the 13 companies is a major chain leader capable of commanding the entire exhibition hall simply by making an appearance.
但13家企业拼在一起，却产生了奇妙的效果——在这个展区里，能一站式配齐低空规模化运营所需的全部软硬件。
Yet when the 13 companies are brought together, something remarkable happens: the exhibition area provides, in one place, virtually all the hardware and software needed to operate a large-scale low-altitude economy.
这次来参展的，有无人机，有雷达，有氢动力电池，也有运行管理平台。
The exhibitors included drone manufacturers, radar providers, hydrogen-powered battery companies, and operators of flight management platforms.
这恰恰击中了当下低空经济行业的一个普遍痛点——
This addresses one of the most common pain points currently facing the low-altitude economy—
不少地区只埋头造飞机，气象监测、空域管理、长效能源等配套严重缺位，结果是“有机难飞、能飞难管”。
Many regions have focused primarily on manufacturing aircraft, while critical supporting capabilities such as weather monitoring, airspace management, and long-duration energy supply remain underdeveloped. The result is that there are aircraft that are difficult to fly and aircraft that, once airborne, are difficult to manage.
浙江这个展区用实景证明：低空经济想要常态化落地，制造、感知、能源、监管、场景五个环节缺一不可。
Zhejiang’s exhibition area demonstrates this in practice: for the low-altitude economy to become part of routine operations, five elements are indispensable—manufacturing, sensing, energy, regulation, and application scenarios.
某种意义上，这是一种“铁索连船”的打法。
In a sense, this is a strategy of “linking smaller vessels together with chains.”
浙江在低空经济这条赛道上，本土还没长出像大疆、亿航这种量级的绝对链主——即便引进了中航特飞、大疆长三角配套产业园这类项目补位，本土主力仍以专精特新中小企业为主。
In the low-altitude economy, Zhejiang has yet to develop a dominant chain leader on the scale of DJI or EHang. Even with projects such as AVIC Special Flight and the DJI Yangtze River Delta Supporting Industrial Park brought in to strengthen the sector, Zhejiang’s local industrial base is still largely made up of specialized, innovative SMEs.
与其等一个超级链主从天而降，不如把现有的小船拴在一起，再借招商把外来链主嵌进来，连成一片也能出海。
Rather than waiting for a super-sized chain leader to appear out of nowhere, it makes more sense to connect the existing “small boats,” while attracting external chain leaders to join the network. Once connected, even a fleet of smaller vessels can sail far.
具体到展区里，这种“连”的方式很直观。
Within the exhibition area, this approach to “connecting” is particularly visible.
比如，浙江华盛雷达股份有限公司的相控阵雷达解决“能不能飞，怎么飞”的气象难题，华航信航空科技（浙江）有限公司的平台解决“是否允许飞”的管控问题——前者管天，后者管地，恰好是低空运营中前后衔接的两个环节。
For example, the phased-array radar developed by Zhejiang Huasheng Radar Co., Ltd. addresses the weather-related questions of “whether and how to fly,” while the platform developed by Huahangxin Aviation Technology (Zhejiang) Co., Ltd. addresses the regulatory question of “whether flying is permitted.” One manages the sky, while the other manages the ground—two closely connected links in low-altitude operations.
这些企业展示的不是“我是谁”，而是“我是这条链上的哪一环”。
What these companies are showcasing is not simply “who I am,” but rather “which link in the chain I represent.”
二、“全面生” “All-Round Development”
那么，浙江为什么能用这种方式参展？这背后有一条清晰的产业逻辑。
So why is Zhejiang able to participate in the expo in this way? There is a clear industrial logic behind it.
不同于多数地区单纯引进飞行器制造企业，浙江选择同步搭建“硬件+软件+服务”完整体系，落地低空融合管理平台、气象感知设备、氢能动力、应急集成等配套企业，补齐产业薄弱环节。
Unlike many regions that focus primarily on attracting aircraft manufacturers, Zhejiang has chosen to build a complete “hardware + software + services” ecosystem in parallel, bringing in supporting companies specializing in integrated low-altitude management platforms, meteorological sensing equipment, hydrogen-powered systems, emergency response integration, and other areas to strengthen weak links in the industrial chain.
专区负责人用三个字概括这种思路：“全面生”——不是单项冠军，而是做平台、做产业、做服务、做场景，全体系推进。
The person in charge of the exhibition area summed up this approach in three Chinese characters: “全面生,” meaning “all-round development.” The goal is not to cultivate a single champion, but to build platforms, industries, services, and application scenarios, advancing the entire ecosystem as a whole.
放到全国产业坐标系中看，不少省（市、区）出台低空经济规划，一些地方陷入同质化竞争，聚焦飞行器生产，在运营、管控、场景等高附加值环节关注和投入不足，产业链条短、商业化落地难。
Viewed from a national perspective, many provinces, municipalities, and districts have introduced plans for the low-altitude economy. Some have fallen into homogeneous competition, focusing heavily on aircraft manufacturing while paying insufficient attention and investment to higher-value-added areas such as operations, management, and application scenarios. As a result, their industrial chains remain short and commercialization is difficult.
而浙江这套“全面生”模式，完整覆盖低空经济全生命周期，可以形成对外输出的成套产业样板——这也是浙江敢于组团参展的底气。
Zhejiang’s “all-round development” model, by contrast, covers the entire lifecycle of the low-altitude economy and can serve as a complete industrial model that can be replicated elsewhere. This is also what gives Zhejiang the confidence to participate in the expo as a group.
华航信航空科技（浙江）有限公司的平台已经从绍兴复制到西安和长沙，说明它是一套经过实战检验的低空运行管理模式，可以被其他城市直接拿来用；
The platform developed by Huahangxin Aviation Technology (Zhejiang) Co., Ltd. has already been replicated from Shaoxing to Xi’an and Changsha, demonstrating that it is a low-altitude operations management model that has been tested in practice and can be directly adopted by other cities;
绍兴元氢低空创新有限公司的消防系留体系在西洽会被重庆有关部门看中——山城高层住宅多、街巷窄、许多地方消防车进不去，与元氢这套“车、机一体”的打法天然匹配。
The tethered firefighting system developed by Shaoxing Yuanqing Low-Altitude Innovation Co., Ltd. attracted the attention of relevant authorities in Chongqing at the Western China International Economic and Trade Fair. With its many high-rise residential buildings and narrow streets, Chongqing has numerous locations inaccessible to fire engines, making Yuanqing’s integrated “vehicle-and-aircraft” approach a natural fit.
记者在专区门口遇到一位塔吉克斯坦客商。“这里所有产品都是高水平，而且有很强的联结，”他说，“我拿了联系方式，回去会继续对接。”他不是冲着某家企业，是冲着“这里有整条链”来的。
At the entrance to the exhibition area, the reporter met a buyer from Tajikistan. “All the products here are of a high standard, and they are strongly interconnected,” he said. “I’ve taken their contact information and will continue discussions after I return.” He was not there for any particular company, but because “the entire chain is here.”
三、“链思维” “Chain Thinking”
这些年，“链”字越来越热。
In recent years, the concept of the “chain” has become increasingly prominent.
链长制全国推开，链博会办了四届，各地招商从“抢项目”变成“补链条”。这股风潮不是凭空刮起来的。
The “chain leader” system has been rolled out nationwide, the China International Supply Chain Expo has been held for four editions, and local investment promotion has shifted from simply “competing for projects” to “strengthening the industrial chain.” This trend did not emerge out of nowhere.
首先，正如中共中央政治局常委、国务院副总理丁薛祥在链博会开幕式主旨讲话中所指出的，“当前世界形势复杂多变，产业链供应链碎片化风险增加”。
First, as Ding Xuexiang, a member of the Standing Committee of the Political Bureau of the CPC Central Committee and Vice Premier of the State Council, pointed out in his keynote speech at the opening ceremony of the expo, “the current international situation is complex and volatile, and the risk of fragmentation in industrial and supply chains is increasing.”
早些年，全球化奉行成本最优，企业只抓单一环节、零部件全球采购就能赚钱。但地缘冲突、贸易保护、疫情冲击接连打破了这套逻辑，“脱钩断链”不再是吓唬人的词。
In earlier years, globalization was driven by cost optimization. Companies could focus on a single link in the value chain and source components globally while still making a profit. But geopolitical conflicts, trade protectionism, and the shocks of the pandemic successively disrupted this logic. “Decoupling and supply-chain disruption” are no longer merely theoretical threats.
单一环节的抗风险能力太弱了——上游一断供，整条业务就停摆。而完整集成的本地产业链，上下游就近配套，能大幅缓冲外部冲击。
A single link in a supply chain has limited resilience—once upstream supplies are disrupted, the entire operation can come to a halt. By contrast, a fully integrated local industrial chain, with upstream and downstream suppliers located close to one another, can significantly absorb external shocks.
放到低空赛道就很好理解：只造无人机整机，雷达靠外地买、氢能从海外进口、空域管理外包给别人，任何一个环节出问题，飞机就飞不起来。浙江如果能补齐全环节，内部就能形成小闭环，产业韧性自然更强。
The same logic is easy to understand in the low-altitude economy: if a company only manufactures complete drones while purchasing radar from elsewhere, importing hydrogen energy from overseas, and outsourcing airspace management, a problem at any one link could prevent the aircraft from flying. If Zhejiang can fill all the gaps across the chain, it can create a self-contained internal ecosystem, naturally making the industry more resilient.
其次，国内产业竞争的逻辑也在变。
Second, the logic of industrial competition within China is also changing.
过去各地招商引资喜欢“单点冲刺”，什么热就一窝蜂上什么，结果往往是同质化价格战。
In the past, local governments often pursued investment attraction through “single-point sprints,” rushing into whatever sector happened to be popular. The result was often homogeneous competition and price wars.
低空经济也不例外——不少地方只引进无人机工厂，气象、管控、场景配套一概不管，最后“有机难飞”，产能闲置。
The low-altitude economy is no exception. Many regions have focused solely on attracting drone factories while neglecting supporting capabilities such as weather monitoring, airspace management, and application scenarios. The result is that they have aircraft that are difficult to fly and production capacity that sits idle.
链长制推行之后，地方政府的思路开始转弯，竞争维度也跟着升级了——
Since the implementation of the “chain leader” system, the thinking of local governments has begun to shift, and so has the dimension on which they compete—
以前比的是单品参数、产品价格，现在比的是整套可落地的解决方案。单品利润薄，完整产业链却能输出一整套运营模式，附加值高得多，出去招商、谈合作，筹码都不一样。
In the past, competition was about individual product specifications and prices. Now it is increasingly about complete, implementable solutions. Individual products may generate limited margins, but a complete industrial chain can provide an entire operational model with much higher added value, giving companies and local governments far stronger leverage when attracting investment and pursuing partnerships.
再者，产业自身的特性也在倒逼“链”式协同。
Moreover, the characteristics of these industries themselves are driving greater collaboration across the chain.
本次链博会浙江布展近2000平方米，重点打造了人工智能、低空经济、新能源汽车三大专区。AI、低空、新能源，没有一个是单一行业的事。它们是航空、数字、能源、应急多个领域的交叉地带，任何一家企业都不可能独立覆盖全部技术和场景。
At this year’s expo, Zhejiang occupied nearly 2,000 square meters of exhibition space, with three major dedicated areas focusing on artificial intelligence, the low-altitude economy, and new energy vehicles. None of these sectors—AI, low-altitude applications, or new energy—is a standalone industry. They sit at the intersection of aviation, digital technology, energy, and emergency response, making it impossible for any single company to independently cover all the necessary technologies and application scenarios.
记者认为，中央强调的“围绕发展新质生产力布局产业链”，说白了就是：新质生产力天生是“链”出来的，不是单打独斗打出来的。
In the reporter’s view, the central government’s emphasis on “developing industrial chains around the cultivation of new quality productive forces” essentially means this: new quality productive forces are inherently built through interconnected chains, not through individual efforts in isolation.
四、一个信号 One Signal
经常参加各种展会，记者在这次链博会感受到了一个特别的信号：客商采购的行为逻辑正在发生变化。
Having attended many exhibitions over the years, the reporter sensed a particularly significant signal at this year’s expo: the way buyers approach procurement is changing.
以前的展会，企业摆摊、客商下单是主流。但这次记者在现场观察到，海外采购方中甚至有政府部门的代表，他们问的不再是“你这台设备多少钱”，而是“你们能不能帮我们搭一套体系”。
At traditional exhibitions, companies displayed their products and buyers placed orders. But this time, the reporter observed that some overseas buyers were even representatives of government agencies. Their questions were no longer “How much does this piece of equipment cost?” but rather “Can you help us build an entire system?”
他们要的不是一台无人机，是一个能跑起来的低空运营方案。浙江这次组团参展，恰好踩中了这个需求。
What they want is not a single drone, but a complete low-altitude operations solution that can actually be put into practice. Zhejiang’s group participation in the expo happened to meet this demand.
而且从浙江此次参展的各个专区反馈看，组团还有一个意想不到的效果：宇树的机器人展台围满了人，人流顺带把旁边的易启未来、万有引力这些企业也“照亮”了。
Moreover, based on feedback from Zhejiang’s various exhibition areas, the group approach produced an unexpected additional benefit: Unitree’s robotics booth was surrounded by visitors, and the resulting foot traffic also brought attention to neighboring companies such as EAI Future and Gravity Industries.
易启未来的CEO余志勇说得直白：“跟着浙江‘AI朋友圈’一起参展，流量顺带就过来了，他们来看宇树，顺便也看见我们。”
Yu Zhiyong, CEO of EAI Future, put it plainly: “By exhibiting together with Zhejiang’s ‘AI circle of friends,’ we naturally benefited from the traffic. People came to see Unitree and, along the way, discovered us as well.”
流量互哺、成本分摊，这是单打独斗享受不到的待遇。
Shared traffic and shared costs are advantages that companies simply cannot enjoy when operating entirely on their own.
更深一层看，全球合作本身也在从“产品贸易”走向“体系共建”。卖一台设备是一次性生意，输出一套可复制的产业链模式，才是长期可持续的合作。
At a deeper level, global cooperation itself is also shifting from “product trade” toward “joint development of integrated systems.” Selling a piece of equipment is a one-off transaction; providing a replicable industrial-chain model is what can create long-term, sustainable cooperation.
逛完展，记者最大的感受是：过去产业拼单品性价比，现在全球竞争拼产业链韧性。“链”字走红，本质上是产业发展从单点突围进入了系统作战的阶段。
After walking through the exhibition, the reporter’s strongest impression was this: industries once competed on the cost-effectiveness of individual products; today, global competition is increasingly about the resilience of entire industrial chains. The growing prominence of the “chain” concept reflects a fundamental shift—from breaking through at individual points to competing through coordinated systems.
单品贸易的红利在收窄，成套产业生态的输出能力，才是参与全球竞争的核心底牌。各个环节互不串联，只会一起陷在内卷里；上下游集成共生，才能打开新的增长空间。
The dividends of individual-product trade are narrowing. The ability to export complete industrial ecosystems is becoming a core source of competitiveness in the global market. When individual links remain disconnected, they can only become trapped together in cut-throat competition; when upstream and downstream players are integrated and mutually reinforcing, new room for growth can emerge.
说到底，产业链不是靠规划图画出来的，是一家家企业在同一个展区里面对面站着、慢慢长出来的。
Ultimately, an industrial chain is not something that can simply be drawn on a blueprint. It grows gradually as individual companies stand side by side, face to face, within the same exhibition area.
