从“卷飞机”到“卷生态” 沃兰特召开首届生态大会

Core Insights - The low-altitude economy is transitioning from policy-driven development to a critical phase of systematic evolution by 2025, with significant contributions from leading companies in the sector [1] - Wolant Aviation, a domestic low-altitude economy unicorn, hosted the first Low Altitude Ecological Conference, gathering nearly 40 key enterprises to discuss the high-quality development path for commercial eVTOL products [1][3] - The CEO of Wolant Aviation, Dong Ming, highlighted the company's leading position in the development of its first commercial passenger eVTOL, the VE25-100 "Tianxing," which has completed its first manned flight test and secured over 1,920 signed orders [1][3] Group 1: Industry Collaboration and Development - Dong Ming emphasized that the commercialization of eVTOL is not a single breakthrough but requires ecological co-prosperity, advocating for stable orders and collaboration with suppliers to ensure safety and development [3] - Representatives from various companies, including Southern Airlines General Aviation, stressed that collaboration is key to overcoming industry challenges, focusing on defining high-value application scenarios and refining product performance [3][5] - The investment firm Jinding Capital noted that the eVTOL industry does not have a "single winner," highlighting the need for collaboration to address the industry's technical and product demands [5] Group 2: Supply Chain and Market Insights - Discussions at the conference revealed that high-value application scenarios, such as commercial passenger transport, require a combination of aircraft safety, operational planning, and government infrastructure investment [10] - Wolant's supply chain director pointed out that the eVTOL industry is still in its infancy, with the main goal being product definition and initial market cultivation [10][12] - The "Low Altitude Economy Blue Book (2025)" predicts that China's low-altitude economy market will grow at an annual rate exceeding 30%, with the commercial passenger market expected to surpass 100 billion yuan by 2028-2030 [12]