神州租车与沃兰特战略合作 布局低空经济

Core Insights - Shenzhou Car Rental has signed a strategic cooperation agreement with Volant, a leader in the low-altitude travel sector, marking a significant step in building a technology-driven travel ecosystem [1][2] - The collaboration aims to integrate ground car rental services with aerial travel solutions, enhancing efficiency and diversity in future travel options [1][3] Company Developments - Shenzhou Car Rental has established a service network covering over 360 cities and has accumulated 180 million registered users, providing a strong foundation for the commercialization of low-altitude travel [2] - The company has launched several benchmark cases in smart travel, including the world's first public autonomous driving rental product in July 2025, utilizing L4 autonomous driving technology [1][2] Industry Trends - The low-altitude economy is recognized as a strategic emerging industry in China, with government reports highlighting its importance and potential market size of 1.5 trillion yuan by 2025, expected to exceed 3.5 trillion yuan by 2035 [2] - The development of electric vertical takeoff and landing aircraft (eVTOL) is accelerating, transitioning from concept to commercialization, with ground network support being crucial for this evolution [2][3] Strategic Collaboration - The partnership between Shenzhou Car Rental and Volant is based on a logic of professional division and complementary advantages, with Volant being a leading supplier in the eVTOL sector [2][3] - The agreement includes the development of integrated solutions for "ground rental + aerial commuting/tourism," aiming to establish an urban air mobility (UAM) network and explore the procurement of eVTOL aircraft for large-scale operations [3] Infrastructure Development - Shenzhou Car Rental plans to leverage its urban resource integration capabilities to establish low-altitude takeoff and landing platforms in key cities, enhancing passenger services and air-ground transport integration [3] - The collaboration will also focus on co-developing technical standards, service norms, and safety management systems for the eVTOL travel sector, promoting industry standardization and solidifying a leading position in the integrated air-ground market [3]