黄小飞：低空经济将重塑城市未来 迈向“翅膀上的城市”

Core Insights - The low-altitude economy is viewed as a profound industrial revolution rather than a mere industrial transformation, with future cities evolving from "wheel-based" to "wing-based" urban environments [1][4] Industry Overview - The low-altitude economy is poised for historic development opportunities, serving as a key engine for the growth of "new quality productivity" [3] - China still has a significant gap in the low-altitude sector compared to developed countries, indicating vast market potential [3] Technological Innovations - Electric Vertical Takeoff and Landing (eVTOL) aircraft are expected to achieve a tenfold improvement in safety, cost, and efficiency, becoming a pivotal element in unlocking a trillion-yuan market [3] - The integration of electric and vertical takeoff technologies addresses the previously perceived "impossible triangle" of safety, efficiency, and cost in aviation [3][8] Future Scenarios - Consumers may soon enjoy a competitive cost of 60 yuan per seat for a 5-minute flight covering 20 kilometers, facilitating widespread applications in various sectors including cargo, tourism, urban transport, and emergency services [3] Urban Development Path - The evolution of urban development is categorized into three stages: from "wheel-based cities" to "sail-based cities," ultimately progressing to "wing-based cities," representing a comprehensive expansion of urban economies into the sky [4] Industry Implementation - A complete ecosystem should be built around manufacturers and operators, focusing on key elements such as airworthiness certification for successful industry implementation [6] - The recent successful test flight of the VE25-100 eVTOL by Volant Aviation marks a significant step in validating the performance and stability of electric vertical takeoff aircraft [6][8] Regional Advantages - Fujian province possesses distinct advantages for developing the low-altitude economy, including abundant airspace resources, an improving takeoff and landing point layout, skilled workforce, and a mature high-end manufacturing support system [6] - The cost of establishing eVTOL takeoff points is significantly lower, requiring only around 1 million yuan compared to over 100 million yuan for traditional general aviation airports [6] Policy and Future Outlook - Continuous reforms in airspace management and supportive policies from multiple ministries are enhancing the development environment for China's low-altitude economy [6] - By the end of 2026 or early 2027, some urban residents are expected to experience air travel services, with a goal of widespread eVTOL service availability in 300 prefecture-level cities and 300 county-level cities by 2030 [6] Strategic Recommendations - The industry should recognize the unprecedented strategic opportunities presented by the low-altitude economy and focus investments in clearly defined areas [8] - Urban planning should transition towards becoming aviation metropolises, and collaboration across sectors is encouraged to foster industry chain synergy and technological integration [8]