Core Insights - The 2025 Shanghai Auto Show showcased a variety of flying cars, marking a significant shift in the automotive industry towards vertical takeoff and landing (eVTOL) vehicles [2][3] - Companies such as GAC, Xpeng, Chery, and others are entering the flying car market, indicating a growing interest and investment in this new transportation sector [2][3] - The future of transportation is expected to evolve into a three-dimensional model, integrating land, water, and air travel [2][6] Company Developments - Xpeng's flying car, the "Land Carrier," is in the critical phase of commercialization, with pre-sales expected to start in Q3 2023 and first deliveries anticipated in 2026 [3] - Chery has developed a modular flying car that can transform between flying and driving modes, having already completed its maiden flight [3][4] - GAC's flying car brand, GOVY, introduced the GOVY AirCar, which features L4 autonomous driving technology and is designed for versatile applications [4] Industry Trends - The flying car sector is seen as a key component of the emerging low-altitude economy, with applications in intercity travel, medical rescue, and logistics [5][10] - The integration of automotive and aviation technologies is leading to a shared supply chain, with a commonality rate of 60%-70% between electric vehicles and flying cars [7][8] - The development of solid-state batteries is a priority for many companies, with several planning to launch these technologies between 2026 and 2027 [7][8] Market Outlook - Morgan Stanley predicts that the global flying car market could reach $9 trillion by 2050, with China expected to account for over 20% of this market [10] - The Chinese government is actively promoting the low-altitude economy, with various provinces including low-altitude initiatives in their development plans [10][11] - The transition from traditional automotive manufacturing to becoming comprehensive mobility solution providers is underway, as companies adapt to the evolving landscape of transportation [11][12]
上海车展上的空天争夺战
Zhong Guo Qi Che Bao Wang·2025-05-07 08:16