从等风来到风口之上，一家飞控系统公司的五年

Core Insights - Guangdong Gaoyu Technology Co., Ltd. and Shenzhen Bianjie Zhikong Technology Co., Ltd. signed a strategic cooperation agreement to advance the airworthiness certification and mass production of the GAC-A6 manned autonomous flying vehicle, aiming for bulk delivery by 2026 [2] - The collaboration began in 2021, during a time when the "low-altitude economy" was not yet a prominent concept, but has since gained traction with increased interest from various industries [2][3] - The CEO of Bianjie Zhikong, Weng Haimin, emphasizes the complexity and high safety requirements of eVTOL (electric vertical takeoff and landing) vehicles, which must adhere to civil aviation safety standards from the development stage [2][3] Industry Development - The concept of "low-altitude economy" is now recognized as a next-generation transportation infrastructure, with a persistent demand for aerial mobility [3] - The eVTOL market has seen a shift from low growth to increased interest, particularly after the Chinese government recognized it as a strategic emerging industry in 2023 [6][8] - New entrants from various sectors have brought diverse perspectives and ideas to the eVTOL industry, although some innovations may not align with aviation safety standards [7][8] Company Strategy - Bianjie Zhikong focuses on developing flight control systems, which are critical for eVTOL vehicles, and has built a team with experience from traditional aviation and other industries [4][8] - The company has successfully secured significant funding, allowing it to expand its research and development team and broaden its business scope to include electric business jets and AI products [8] - The company aims to achieve high safety standards through a rigorous development process, ensuring that all systems are well-defined, traceable, and validated [10][12] Regulatory Environment - The eVTOL industry is moving towards a clear regulatory framework, requiring compliance with civil aviation safety standards and the acquisition of three airworthiness certificates [9][12] - The process for obtaining these certifications is lengthy and complex, typically taking two to three years from design to certification [11][12] - Industry consensus is forming around the necessity of achieving civil aviation-level safety as a baseline for eVTOL development [12][13] Future Outlook - The timeline for large-scale commercialization of eVTOL vehicles may extend beyond 2026, as companies work towards obtaining necessary certifications [13][14] - The industry is expected to experience rational development, with companies needing to manage external expectations effectively [8][14] - Weng Haimin believes that the future of the eVTOL industry will belong to companies that have clear goals and can navigate through cyclical challenges [15]