创新成果接续落地 低空经济商业化进程提速

Core Viewpoint - EHang Intelligent has launched the VT35, a new generation of long-range unmanned aerial vehicles (UAVs), aimed at meeting the demand for medium to long-distance intercity travel, particularly in cross-city, cross-sea, and cross-mountain scenarios [2] Industry Developments - The eVTOL sector is experiencing rapid growth, with significant advancements in core technologies such as batteries, electric drives, and flight control systems, enhancing product performance and safety, thus accelerating commercialization [3] - The eVTOL industry in China has established a clear "manufacturing—operation—service—infrastructure" value chain, laying a solid foundation for large-scale commercial applications [3] - Recent developments include the unveiling of the Vector5 eVTOL prototype by Weixin Aerospace Technology and successful test flights of eVTOL cargo routes by CITIC Ocean Helicopter [5] Market Trends - There is increasing market interest in low-altitude economy stocks, with 37 stocks undergoing intensive institutional research in the past month, indicating a rising focus on commercialization and collaboration within the industry [3] - Air tourism is emerging as a core application for eVTOLs, with the emergency rescue sector also poised for rapid large-scale operations [3] Company Collaborations - Sichuan Hite High-tech Co., Ltd. has successfully developed and delivered China's first eVTOL simulator and is collaborating with leading eVTOL companies to advance technology development [4] - Beijing Siwei Tuxin Technology Co., Ltd. has formed a comprehensive low-altitude economy solution, partnering with various enterprises to integrate into the low-altitude economy industry [5]