中国eVTOL突围 自研黑科技叩开天空

Core Insights - The domestic low-altitude economy is transitioning from explosive growth to a stable and orderly development phase in 2025, with increasing competition and accelerated technological iteration and commercialization [1] Industry Developments - The 2025 Shenzhen eVTOL Industry Development Conference showcased a variety of eVTOL models, including multi-rotor and tilt-rotor designs, indicating a diversification of exhibitors compared to the previous year [1] - Companies like Guangqi Gaoyu and Huayu Xianxiang presented their eVTOL models, highlighting advancements in materials and design, such as Guangqi's use of over 90% aviation-grade carbon fiber composite materials, reducing material costs by nearly 30% [1] Safety and Technology - Safety remains the primary concern in the development of eVTOLs, with multiple redundancies built into models like AirCab, which features six independent electric drives to ensure stable flight even with failures [2] - Huayu Xianxiang's Honghu eVTOL employs a fully tilt-rotor design, with self-developed flight control and electric propulsion systems, marking a significant achievement in domestic eVTOL technology [2][3] Certification Progress - The flight control system of the Honghu eVTOL requires high-performance hardware and efficient software algorithms for real-time data processing, which is critical for safety and stability [3] - The certification process for eVTOLs is crucial for commercialization, with more models entering the airworthiness certification phase in 2025, including the acceptance of Honghu's application for a Type Certificate (TC) [3][4] - Guangqi Gaoyu's AirCab has also had its airworthiness application accepted, with expectations to receive certification by the second half of next year [5] Future Outlook - The eVTOL industry in China is progressing steadily, with expectations for significant advancements in airworthiness certification and commercial viability by the end of 2026 [4][5]