滴滴入局低空经济产业资本加速抢占“空中的士”赛道

Core Viewpoint - Didi Chuxing has established a new subsidiary, Beijing Didi Low Altitude Technology Co., Ltd., signaling its entry into the low-altitude economy and the potential development of a "Didi for the skies" model [1] Group 1: Industry Developments - The low-altitude economy is gaining traction, with various companies aiming to create low-altitude transportation services similar to ride-hailing [2][3] - Didi's entry into the low-altitude sector is seen as a strategic move to defend its position and capitalize on future opportunities in this emerging market [1][2] - Competitors like Cao Cao Travel have already begun to establish their presence in the low-altitude space, forming partnerships to create integrated transportation networks [2] Group 2: Market Dynamics - The eVTOL (electric vertical takeoff and landing) aircraft are expected to follow a "to G/to B, then to C" service model, initially targeting businesses and government entities before expanding to individual consumers [3] - The pricing for eVTOL services is projected to be positioned at 2 to 3 times the cost of high-end car services, indicating a premium market entry strategy [3] Group 3: Investment Opportunities - The eVTOL sector is viewed as a key area for investment, with companies in the battery and technology sectors actively pursuing opportunities related to low-altitude transportation [4][5] - Several publicly listed companies have announced their involvement in the eVTOL market, particularly in battery technology, indicating a growing interest in the low-altitude economy [5][6] - Companies like Ganfeng Lithium and Funeng Technology are developing specialized batteries for eVTOL applications, highlighting the technological advancements being made in this field [5][6]