对话沃飞长空CEO郭亮：eVTOL到底该收“车票钱”，还是收“快递费”？

Core Insights - The low-altitude economy is gaining momentum, with significant advancements in eVTOL (electric vertical takeoff and landing) technology and infrastructure development [2][3] - Companies like沃飞长空 are focusing on complex technical paths, particularly in manned eVTOL designs, which pose unique challenges in safety and regulatory compliance [3][13] - The industry is witnessing a shift towards commercial applications, with potential scenarios including low-altitude tourism, urban commuting, and emergency medical services [9][10][11] Industry Developments - The eVTOL market is evolving, with the establishment of new logistics routes and the introduction of advanced eVTOL models for urban air mobility [2][4] - The Chinese Civil Aviation Administration is revising technical standards for eVTOL takeoff and landing sites, emphasizing AI, 5G, and operational safety [2] - Companies are forming strategic partnerships to enhance their supply chains and operational capabilities, as seen with沃飞长空's collaborations with various operators and suppliers [4][5] Company Focus - 沃飞长空, established in 2020, aims to develop manned eVTOLs using a tilt-rotor configuration, which requires rigorous safety standards and regulatory approval [3][13] - The company is currently in the fourth stage of its airworthiness certification process, with a focus on achieving mass production [3][18] - The CEO emphasizes the importance of manned eVTOLs for higher commercial potential compared to cargo models, targeting markets that prioritize passenger experience [8][12] Market Potential - The anticipated ticket pricing for eVTOL services is projected to be 2-3 times that of high-end car services, with the goal of making air travel more accessible as technology advances [12] - Key application scenarios for eVTOLs include low-altitude tourism that integrates cultural experiences, urban commuting that significantly reduces travel time, and emergency medical transport [9][10][11] Challenges and Future Outlook - The industry faces challenges in safety and regulatory compliance, particularly for innovative designs like the tilt-rotor configuration, which must meet stringent safety requirements [13][14] - The eVTOL sector is expected to undergo significant changes, with a predicted timeline for commercial operations starting around 2026, following the completion of airworthiness certifications [17][18] - The competition in the eVTOL market is intensifying, with a focus on technological innovation, regulatory approval speed, and financial sustainability being critical for long-term success [19][20]