金吾财讯 | 中金公司发研报指，在城市化压力凸显与公众社会治理需求升级的双重驱动下，城市治理类无人机迎来发展契机。随着我国城市化进程加快，截至2025年6月，机动车保有量超4.6亿辆，交通拥堵问题严重；超百万栋高层建筑带来火灾隐患；流动人口增长也提升了公共安全事件预警需求，城市运行压力显增。无人机凭高空视角、灵活快速部署优势有望发挥重要作用。随着低空经济战略的深入推进，无人机正重构城市治理与服务新生态。从助力警务精准执法、破解高层消防难题，到赋能环境实时监测、保障应急通信畅通，无人机打破地面场景束缚，显著提升城市运行效能，加速城市治理向数字化、智能化升级。建议重点关注低空经济与城市安全建设战略协同发展催生的投资机会。
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