中国eVTOL正迎来史无前例的“出海”订单爆发

Core Insights - The global low-altitude economy is evolving, with significant contracts signed by Chinese eVTOL companies in the Middle East and Southeast Asia, indicating growing international recognition of China's low-altitude economic development [1][9] - Chinese eVTOL companies are leveraging core technological breakthroughs, progress in airworthiness certification, scenario-based solutions, and dual support from capital and policy to expand their presence globally [1][9] Group 1: Major Contracts and Orders - The UAE has signed a $1 billion deal with Times Technology for 350 E20 eVTOLs, while Thailand has contracted Volant for 500 VE25-100 eVTOLs worth $1.75 billion [1][9] - Xiaopeng Heavens secured a record order of 600 flying cars in Dubai, marking the largest overseas order in the industry [4][13] Group 2: Market Dynamics and Strategy - The Middle East is identified as a strategic hub for eVTOL development, with countries like the UAE and Saudi Arabia incorporating low-altitude economy into their national development strategies [2][11] - Volant's president emphasized that their success is not based on low pricing but on the competitiveness of "Chinese manufacturing" in the same price range as Western counterparts [2][11] Group 3: Technological and Regulatory Developments - Times Technology's E20 eVTOL is currently undergoing airworthiness certification, with plans for the first batch of deliveries focused on Abu Dhabi [3][12] - Peak Flying Aviation has also made strides in the Middle East, securing a deal for 50 eVTOLs, including the V2000CG and V2000EM models, with deliveries expected by the end of 2025 [3][12] Group 4: Expansion into Southeast Asia - EHang completed a successful urban unmanned passenger flight demonstration in Bangkok, marking a milestone for urban air mobility in Southeast Asia [5][14] - EHang plans to deploy over 100 eVTOLs in more than 20 sandbox areas in Thailand by the end of 2026, following successful operations in Indonesia and other countries [6][14] Group 5: Industry Trends and Future Outlook - Chinese eVTOL companies are moving beyond merely selling aircraft to participating in the co-construction of ecological standards and infrastructure, aiming for localized integration [7][15] - The rapid pace of international expansion, large order volumes, and deep cooperation levels of Chinese eVTOL companies have exceeded market expectations, driven by technological advancements and supportive policies [6][15]