对话未来商业｜边界智控翁海敏：很多新玩家低估了eVTOL的“航空属性” 适航取证、场景落地是商业化关键瓶颈

Core Insights - The article discusses the development and commercialization of eVTOL (electric Vertical Take-Off and Landing) flight control systems in China, highlighting the efforts of the company Bianjie Zhikong and its founder, Weng Haimin [5][14]. Company Overview - Bianjie Zhikong was founded in 2020 by Weng Haimin and 12 partners, focusing on filling the gap in China's eVTOL flight control systems [5][6]. - The company has completed several rounds of financing, including a recent A+ round, raising hundreds of millions of yuan, with investors such as Sequoia Capital and Dongfang Fuhai [4][8]. - The team has grown from a dozen to over a hundred members and has become a core flight control supplier for major manufacturers like Wolant and GAC [5][8]. Industry Context - The low-altitude economy is recognized as a new growth engine, with the term being included in government work reports for the first time in 2024 [8]. - The eVTOL industry is seen as approaching a critical point, transitioning from "0 to 1," with significant potential for growth beyond traditional transportation methods [9][12]. Technical Insights - The flight control system is likened to the "brain" of the aircraft, responsible for motion control and safety decisions, integrating information from all critical systems [6][11]. - Bianjie Zhikong emphasizes the importance of technology autonomy, with all R&D conducted by Chinese engineers, ensuring supply chain security [6][12]. Market Challenges - The commercialization of eVTOL is expected to be gradual, with key bottlenecks being airworthiness certification and practical application scenarios [14]. - Weng Haimin predicts that eVTOL services may not enter the commercial phase until 2028 or even 2030, requiring patience in technology and product development [14]. Competitive Landscape - Bianjie Zhikong claims to have the highest technology maturity and fastest airworthiness progress among competitors, with plans to establish its own production line to meet customer demands [12][14]. - The early stage of the eVTOL market allowed for collaborative problem-solving between suppliers and manufacturers, fostering innovation [11][12]. Future Outlook - The company aims to ensure the safe and healthy development of the low-altitude economy, positioning itself as a reliable "Chinese brain" for eVTOL technology [14].