聚焦进博｜低空经济“起飞”！进博会揽百亿订单 “空中公交”有望三年覆盖长三角

Core Insights - The 8th China International Import Expo (CIIE) opened on November 5, showcasing the "Future Low-altitude Travel" section, highlighting advancements in eVTOL technology and its commercial viability [1][17] - China's low-altitude economy is entering a phase of scaled development, supported by favorable policies and a coordinated approach between central and local governments [2][17] Policy and Market Environment - National policies are increasingly supportive, with the Civil Aviation Law revision including low-altitude airspace requirements and the establishment of a cross-ministerial coordination mechanism [2] - Local governments in 12 provinces, including Guangdong and Shanghai, are implementing specific support policies to facilitate low-altitude passenger routes [2][15] Technological Advancements - The expo featured diverse eVTOL technologies, with companies like Yufeng Future and Tianling Aerospace showcasing their latest models, including the M1 manned aircraft and the INFLYNC L600 hybrid eVTOL [6][9] - The M1 aircraft can carry five passengers, has a range of 250 kilometers, and features advanced safety systems for autonomous flight [6][10] Market Demand and Orders - Significant orders were placed during the expo, including 100 M1 aircraft from China Minmetals Financial Leasing and 100 M1B cargo aircraft from Saudi Aerial Solutions, totaling over 2 billion yuan [10][12] - Tianling Aerospace's INFLYNC L600 has garnered interest from European and Southeast Asian markets, with a focus on urban and cross-regional low-altitude operations [12][14] Infrastructure and Ecosystem Development - A comprehensive low-altitude transportation network is being developed in the Yangtze River Delta, connecting major cities and facilitating various use cases such as urban commuting and emergency rescue [15][16] - Companies are working on modular takeoff and landing facilities that can be quickly deployed in urban areas, aiming to revolutionize traditional air travel [16] Future Outlook - The low-altitude economy in China is on the brink of significant growth, with ongoing technological advancements and a supportive regulatory environment paving the way for commercial operations [17][18] - The CIIE has positioned China as a potential global leader in the low-altitude travel industry, showcasing its market potential and ecosystem support [18]