Core Insights - The first intercity low-altitude logistics flight using a 2-ton eVTOL aircraft was successfully launched, marking a significant milestone in the application of drone technology for agricultural product transportation [1] - The collaboration between multiple parties, including CITIC Offshore Helicopter and Peak Aviation, aims to explore sustainable development in the low-altitude economy through strategic partnerships [1][2] - The "low-altitude + logistics" model is seen as a viable economic opportunity, particularly in specialized transport scenarios such as mountainous regions and emergency deliveries [2] Summary by Sections Event Overview - On September 18, the Hefei-Huaining low-altitude logistics intercity cargo flight was inaugurated, utilizing a 2-ton eVTOL aircraft named "Kerry O" [1] - The flight covered a total distance of 160.8 km, transporting approximately 200 kg of blueberry juice and express parcels, with a flight duration of 1 hour and 5 minutes [1] - This event is the first of its kind globally to use a 2-ton eVTOL for intercity agricultural product transport [1] Strategic Collaborations - CITIC Offshore Helicopter led the organization of the flight activity, demonstrating its extensive operational capabilities in the low-altitude economy [1] - A strategic cooperation agreement was signed between CITIC Offshore Helicopter and the Hefei municipal government to explore low-altitude logistics, infrastructure development, and innovative business models [1] Economic Viability - The "low-altitude + logistics" concept is projected to be economically viable, with simulations indicating advantages in various transport scenarios [2] - The collaboration between CITIC Offshore Helicopter and Peak Aviation is viewed as a milestone in the application of large eVTOLs in logistics, with potential for ongoing partnership [2] Market Performance - The Huachuang Transportation Low Altitude 60 Index experienced a slight decline of 0.1% in the week of September 19, but has increased by 21% year-to-date [3] - Notable stock performances included significant gains for companies like Xiyu Travel and Guorui Technology, while Blue Ocean Huaten and others faced declines [3] Investment Recommendations - Key focus areas for investment include manufacturers of eVTOLs and drones, supply chain participants, and companies involved in low-altitude infrastructure development [4] - The industry is set to undergo in-depth research starting January 2024, with a focus on the low-altitude economy and its associated companies [4]
低空经济周报(第53期):中信海直再次携手峰飞航空:“合肥-怀宁”低空无人跨城货运航线首飞