吨级eVTOL首次实现海上物资运输 低空物流前景广阔

Core Insights - The successful flight of the "Kai Rui Ou," a 2-ton electric vertical takeoff and landing aircraft (eVTOL), marks a significant advancement in low-altitude logistics in China, particularly for offshore oil platform supply [1] - The low-altitude logistics market in China is projected to exceed 100 billion yuan in the next five years, driven by the commercialization of small and medium-sized drones [1][3] Application Scenarios - The "Kai Rui Ou" completed a 58-minute flight from Shenzhen to an offshore oil platform 150 kilometers away, demonstrating a new model for emergency material transport that significantly reduces the time compared to traditional ship transport [1] - A new long-distance drone logistics route in the Greater Bay Area successfully connected Zhuhai, Zhongshan, and Guangzhou, reducing transport time by approximately 60% compared to traditional land transport [2] Commercial Development Path - Small drones have proven their feasibility in last-mile delivery, especially in rural and mountainous areas, while large drones are overcoming challenges related to battery life and regulatory approvals [3] - The short-term focus will be on high-frequency short-distance deliveries, with a long-term goal of extending to mid-range transport over 300 kilometers [3] Industry Opportunities - The low-altitude logistics industry includes component manufacturers, complete machine manufacturers, supporting service providers, and operational service platforms, with many companies transitioning from technology validation to commercial scale [3] - Companies like Granconxi and Zhejiang Wanfeng Aowei are actively developing products for the low-altitude economy, with significant market demand and plans for future applications [3] - Sichuan Jiuzhou Electric's mixed logistics operation system has successfully implemented a low-altitude logistics model, showing potential for nationwide scalability [3] Market Development Window - The low-altitude logistics market is currently in a development window, with companies encouraged to expedite airworthiness certification and explore collaborative business models to capitalize on industry growth [4]