Seek .(US:SKLTY) Zhong Guo Jin Rong Xin Xi Wang·2025-11-08 02:55Core Insights - The eighth China International Import Expo is showcasing advancements in the low-altitude economy, with new technologies and expanding development space [1] - Several companies in the eVTOL sector are securing new orders and partnerships, indicating a growing market presence [2][6] Company Developments - Tianling Technology made its global debut with the eVTOL model, featuring a maximum range of 600 kilometers and a cruising speed of 360 kilometers per hour, capable of carrying one pilot and five passengers [2][3] - Yufeng Future received 200 intent orders for its upgraded eVTOL M1 model, totaling over 2 billion yuan, with plans for international expansion [6][8] - Volant signed a confirmation order for the VE25-100 aircraft, marking significant international orders with companies in Dubai and Germany [8] Financial and Investment Activity - Tianling Technology secured 300 million yuan in B++ round financing, marking its seventh round of funding [8][11] - The low-altitude economy is projected to grow significantly, with estimates suggesting a potential market size increase from hundreds of billions to trillions of yuan over the next five years [16] Industry Trends and Collaborations - The low-altitude economy is being integrated into national planning, with a focus on building a comprehensive ecosystem involving supply chains and technological advancements [9][11] - Companies are forming strategic partnerships to enhance eVTOL systems, training, and regulatory compliance, indicating a collaborative approach to industry growth [11][13] - The development of hydrogen-powered eVTOLs is being explored, showcasing innovation in sustainable aviation technology [13] Market Outlook - Experts suggest that the "DeepSeek moment" for the low-altitude economy is approaching, with increasing orders and advancements in regulatory approvals expected within the next couple of years [14][15] - The industry is currently valued at around 100 billion yuan, with aspirations for substantial growth driven by technological maturity and supportive policies [16]