Core Insights - The low-altitude economy in 2024 is expected to be driven by strong policy support, while 2023 has seen significant commercial momentum [1] - EVTOL manufacturers are advancing commercial operations in parallel with airworthiness certification, rather than waiting for certification to be completed [1][4] - 2025 is projected to be the commercial launch year for China's low-altitude economy, with several manufacturers expected to receive confirmed orders [1] Group 1: Commercialization and Orders - EHang has obtained the world's first operational qualification certificate for unmanned aerial vehicles, marking a significant step towards commercial operations [1] - Major EVTOL manufacturers, including Volant, Time Technology, and Pinnacle Aviation, have publicly announced multiple procurement orders this year [1][2] - Pinnacle Aviation has announced four procurement orders this year, with buyers including financial leasing companies and local governments [2] Group 2: Production and Supply Chain - EVTOL manufacturers are ramping up production facilities, with XPeng's flying car manufacturing base expected to be completed by Q3 2025 [2][5] - Financial leasing companies are playing a crucial role in supporting the aviation industry's development by providing funding and participating in market expansion [3][4] - XPeng's flying car manufacturing base has reached 70% completion, with plans for mass production and delivery by 2026 [5][6] Group 3: Battery Technology and Innovation - Battery manufacturers are increasingly focusing on the EVTOL market, with companies like EVE Energy and CATL providing next-generation lithium batteries for XPeng's flying cars [6] - The energy density of aviation batteries is a critical factor for the commercial viability of EVTOLs, with safety and high discharge rates being key requirements [6][7] - New battery technologies, such as semi-solid batteries, are being developed to meet the demands of the EVTOL industry [6][7] Group 4: Emerging Market Opportunities - The development of the low-altitude economy is creating new market opportunities, including EVTOL simulators, which combine features of traditional aircraft simulators with electric aviation [8][9] - Companies are beginning to explore and deliver EVTOL simulation solutions, indicating a growing interest in training and operational readiness for the EVTOL sector [9]
中国低空经济商业化进阶,订单与供应链量产潮起
2 1 Shi Ji Jing Ji Bao Dao·2025-05-16 10:40