Group 1 - The core viewpoint is that soft-pack batteries are the preferred choice for various battery solutions, including semi-solid and solid-state batteries, particularly in the low-altitude economy sector [2][3] - The global low-altitude economy market is projected to reach 1,064.46 billion yuan by 2026, with eVTOL being a representative low-altitude transportation tool that has high performance requirements for power batteries [3] - The second-generation eVTOL semi-solid battery from the company is set to enter small-scale production, with an energy density of 320 Wh/kg, supporting 15-minute fast charging and a long pulse power of 10C [3] Group 2 - The company has been a leading manufacturer of soft-pack batteries in China for eight consecutive years, emphasizing the lightweight advantages of soft-pack batteries in the low-altitude economy [4] - The second-generation Plus version of the eVTOL is expected to achieve mass production in 2026, with an energy density greater than 350 Wh/kg [3] - The company is pursuing a dual-path development strategy for solid-state battery technology, focusing on both oxide/polymer composite systems and sulfide systems [3]
孚能科技研发副总裁姜蔚然:软包电池是低空经济领域的动力首选