低空经济领域“利好”消息不断

Core Insights - China's self-developed electric vertical takeoff and landing (eVTOL) aircraft has successfully completed its first material transport flight to an offshore oil platform, marking a significant advancement in low-altitude logistics applications [1][3] - The Shenzhen Development and Reform Commission has announced a plan to establish 10 low-altitude economic industrial parks and over 1,200 low-altitude takeoff and landing points by the end of 2026, aiming to enhance the low-altitude economy [1][5][6] Group 1: Technological Breakthroughs - The 2-ton eVTOL aircraft, named "Kairiou," successfully transported fresh fruits and emergency medical supplies from a land takeoff point in Shenzhen to an offshore oil platform 150 kilometers away in 58 minutes [3] - The eVTOL technology offers advantages over traditional transportation methods, including lower operational costs, faster response times, and environmental benefits [3] Group 2: Policy and Infrastructure Development - The Shenzhen plan includes the construction of 10 low-altitude economic industrial parks and 2 specialized industrial parks, with a focus on technology research, production, and marketing [5][6] - By 2026, the plan aims to establish over 1,200 low-altitude takeoff and landing points and open more than 1,000 low-altitude commercial flight routes [6][7] Group 3: Market Opportunities and Investments - Recent developments in the low-altitude economy include a $1 billion order from UAE-based Autocraft for 350 eVTOL aircraft, indicating strong international demand [5][7] - The average price per eVTOL aircraft is approximately $2.857 million, suggesting significant market potential compared to other sectors like humanoid robotics [8]