“City Fly”商业化在即

Core Insights - The rise of "City Fly" (urban low-altitude flying/tourism) is being driven by advancements in eVTOL (electric vertical takeoff and landing) technology, with companies like HeLi Intelligent leveraging these innovations for commercial operations in China [2][7] Company Overview - HeLi Intelligent is focusing on low-altitude sightseeing tourism, primarily utilizing eVTOL products from EHang Intelligent (NASDAQ: EH) for its operations [2] - The company is working on launching the first commercial automated flying sightseeing route in Guangzhou, which will cover key landmarks [2][3] - HeLi Intelligent has been developing this route since 2019, having acquired approximately 20 EH216-S unmanned aerial vehicles from EHang [4][5] Industry Trends - The low-altitude tourism sector gained significant attention during the recent National Day holiday, indicating growing consumer interest in aerial sightseeing experiences [3] - The year 2024 is being referred to as the "first year of low-altitude economy" in China, with government support and policy frameworks beginning to take shape [7][9] - EHang's EH216-S is noted as the world's first eVTOL to receive all necessary certifications, positioning it as a leader in the market [8] Challenges and Opportunities - The low-altitude economy faces challenges such as the need for improved infrastructure, regulatory frameworks, and talent development in the industry [9] - There is a strong belief in the potential for eVTOL applications to expand beyond tourism into broader urban transportation solutions over the next 5 to 10 years [6][9] - The commercial viability of flying cars is expected to emerge within the next five years, with pricing potentially aligning with high-speed rail first-class tickets [9]