低空行业将迎2026年首个重要大会，多家巨头悉数亮相，还有重要准则有望发布

Event Overview - The Second China eVTOL Innovation Development Conference is scheduled for January 15-16, 2026, in Shanghai, aiming to build a cross-field collaboration platform and promote the commercialization of eVTOLs [1] - The conference will attract over 200 participating companies and 400 guests, featuring more than 30 expert presentations and 30 exhibiting companies, covering the entire industry chain from core components to operational services [1] Industry Focus - The year 2025 is referred to as the "year of eVTOL commercialization," with the industry at a critical juncture for policy improvement and technological breakthroughs [2] - The conference will systematically address the entire chain of eVTOL commercialization, including airworthiness certification, technological breakthroughs, and infrastructure standards [2] - Key discussions will focus on three core areas: technological advancements in high energy density batteries, high power electric propulsion systems, and flight control systems; policy alignment between international airworthiness standards and domestic practices; and application scenarios such as low-altitude tourism, logistics, and emergency rescue [2] Market Potential - According to a report by the China Commercial Industry Research Institute, the global eVTOL market is expected to reach $15.8 billion in 2025, with a year-on-year growth of 12%, while China's market is projected to be approximately $5.75 billion, showing strong growth momentum [3] - Morgan Stanley predicts that by 2030, China's eVTOL market could account for 25% to 30% of the global market, potentially becoming the largest market worldwide [3] Industry Chain Development - The development of the eVTOL industry is expected to drive upgrades across the entire supply chain, including new materials, new energy, and intelligent manufacturing, forming a trillion-level industrial ecosystem [4] - Breakthroughs in key technologies such as high energy density batteries, high power density electric propulsion systems, and flight control systems will further open up commercialization opportunities and transition the industry from demonstration operations to large-scale development [4] Key Players and Participants - Major companies participating in the conference include EHang, FeiFei Aviation, and XPeng Heitech in the aircraft manufacturing sector, and CATL, Yiwei Lithium Energy, and Zongshen Power in the core components sector [2][8] - Investment institutions such as Sequoia China and Hillhouse Capital are also listed among the attendees [2][8]