低空经济带火"会飞的车" 车企争做"造机新势力"

Core Viewpoint - The low-altitude economy, particularly flying cars, is emerging as a new growth engine for China's economy, with significant technological advancements and market potential in this sector [1][2]. Industry Overview - The low-altitude economy is recognized as a strategic emerging industry in China, with companies like Geely actively investing in various technological fields to create an integrated smart transportation ecosystem [2]. - The flying car segment is divided into two categories: dual-use vehicles that can switch between flying and driving, and electric vertical takeoff and landing (eVTOL) aircraft [1]. Company Developments - Geely plans to invest approximately 688 million RMB to acquire 85% of the German flying taxi startup Volocopter, indicating its commitment to the low-altitude economy [1][2]. - Geely's subsidiary, WoFei ChangKong, focuses on eVTOL development and has successfully completed a series of flight tests with its self-developed AE200 verification aircraft, becoming a leading player in the domestic low-altitude travel sector [2]. - Other companies like WoLanTe and ShiDe Technology are also making strides in the eVTOL market, with WoLanTe securing over 860 intent orders and completing multiple rounds of financing [3][4]. Market Potential - The low-altitude economy in China is projected to reach a scale of 505.95 billion RMB in 2023, with an expected growth rate of 33.8%, potentially exceeding 1 trillion RMB by 2026 [6]. - The eVTOL market is anticipated to create a new blue ocean market, with a potential capacity exceeding 300,000 units by 2030 [6][7]. Challenges - The eVTOL industry faces challenges in balancing high safety standards with cost-effectiveness, which is crucial for gaining public trust and market expansion [6][7]. - There is a need for public education regarding eVTOL safety standards, operational models, and application scenarios as the industry develops rapidly [7].