Hua Xia Shi Bao·2025-06-05 11:21Core Viewpoint - The competition among domestic lithium battery manufacturers in the eVTOL (electric Vertical Take-Off and Landing) market is intensifying, driven by the need to find new market opportunities amid severe industry competition and the promising prospects of the low-altitude economy [1][2]. Industry Overview - Major battery manufacturers such as CATL, Sunwoda, and EVE Energy are entering the aviation power battery sector, viewing it as a strategic growth area [1][2]. - The eVTOL battery market is still in the research and development phase, with significant growth potential anticipated [1][2]. Market Potential - According to a report by Guojin Securities, the domestic eVTOL battery market is expected to reach 112.6 billion yuan by 2030 [1][12]. - The short-term demand for aviation power batteries is projected to be around 5 billion to 8 billion yuan, primarily for drone logistics and sightseeing applications [11]. Technical Challenges - The energy density requirement for eVTOL batteries is significantly higher than that of conventional vehicle batteries, needing to exceed 400 Wh/kg for large-scale commercial applications [3][8]. - Current mainstream lithium batteries have energy densities between 150 Wh/kg and 250 Wh/kg, indicating a substantial gap that manufacturers must bridge [2][4]. Competitive Landscape - The competition in the aviation power battery sector is characterized by a "three-country kill" scenario, with international giants like SES and Bosch, domestic leaders leveraging supply chain advantages, and cross-industry players like GAC Aion and Geely attempting to enter the market [7]. - Domestic manufacturers are focusing on technological breakthroughs to overcome the "inaccessible triangle" of high energy density, high discharge rates, and safety [8][9]. Future Outlook - The commercial viability of aviation power batteries remains uncertain, with significant technical hurdles and regulatory challenges to overcome [13][14]. - The industry is expected to enter a critical differentiation phase in the next 3 to 5 years, where companies with technological reserves and supply chain integration capabilities are likely to achieve profitability first [14].