飞行汽车的“心脏”能统一标准了？这两家公司联手要搞大事

Group 1 - The core viewpoint of the news is the strategic partnership between Zhongchuang Xinhang and GAC Group's Guangdong Gaoyu to advance the development and certification of eVTOL power standardization products [2][4] - The partnership has led to a significant market reaction, with Zhongchuang Xinhang's stock price rising nearly 4% on the second trading day, and Guangdong Gaoyu's AirCab receiving over a thousand intent orders at a unit price of 1.68 million yuan [4] - Guangdong Gaoyu, established in 2024, aims to capture the low-altitude economy market, focusing on the research, production, sales, and operational services of flying cars [4] Group 2 - Zhongchuang Xinhang is providing high-density batteries, with energy density exceeding 300Wh/kg for high nickel/silicon batteries and upcoming mass production of 350Wh/kg semi-solid batteries [6] - The flying car batteries differ from traditional electric vehicle batteries by emphasizing lightweight and high power, with customized batteries for AirCab achieving 6C fast charging [6] - The partnership includes participation in the formulation of national airworthiness standards, with the AirCab currently in the airworthiness certification phase, aiming for mass production by the second half of 2026 [8] Group 3 - The eVTOL market is competitive, with companies like CATL and Sunwoda also developing high-density batteries, indicating a limited technological window of approximately 18 months [8] - The collaboration between Zhongchuang Xinhang and Guangdong Gaoyu may set a precedent for other battery manufacturers and eVTOL manufacturers to seek partnerships, potentially leading to a more organized low-altitude economy industry [10] - This cooperation could enhance China's influence in the formulation of aviation-grade airworthiness regulations, breaking the foreign monopoly on aviation standards and improving international competitiveness in emerging transportation sectors [10]