Chan Ye Xin Xi Wang·2026-01-04 01:10Core Insights - The aircraft energy storage system is a critical component for multi-electric and fully electric aircraft, integrating energy storage media, power conversion, control management, and safety protection to efficiently store and release energy as needed [1][2][3] - China is prioritizing the development of aircraft energy storage systems, implementing various policies to support technological research, airworthiness certification, and industrialization goals, laying a foundation for overcoming airworthiness barriers and accelerating commercialization [1][8] - The industry is experiencing rapid transformation, with a market characterized by chemical energy storage dominance and diverse technological supplements, including solid-state and hydrogen fuel cells as key technological directions [1][12] Industry Overview - The aircraft energy storage system integrates energy storage media, power conversion, control management, and safety protection, providing stable power supply for critical systems during various flight phases [2][3] - The system's core functions include emergency power supply, auxiliary power during high-demand phases, energy recovery capabilities, and stabilization of power grid fluctuations [3][4] Policy Support - China has introduced multiple policies to support the aircraft energy storage system industry, including the "Green Aviation Manufacturing Development Outline (2023-2035)" and "General Aviation Equipment Innovation Application Implementation Plan (2024-2030)" [7][8] - These policies focus on technological research subsidies, airworthiness certification, and expanding demonstration application scenarios, clearly defining core technology development directions and industrialization goals [7][8] Industry Chain - The industry chain is closely linked, with upstream focusing on core equipment and material supply, midstream on system integration and solutions, and downstream covering diverse application scenarios [8][9] - Key components include lithium-ion batteries, hydrogen fuel cells, and energy management systems, with battery costs being the largest component of the industry chain value [8][10] Current Market Dynamics - The market for aircraft energy storage systems is expected to grow rapidly, with projections indicating a market size exceeding 30 billion yuan by 2030 [1][12][14] - The low-altitude economy is a strategic emerging industry in China, driving demand for aircraft energy storage systems, particularly in eVTOL and industrial drone applications [12][13] Key Players - Major companies in the aircraft energy storage system industry include CATL, BYD, and Zhongxin Innovation, with a market share concentration among the top three companies exceeding 50% [14][15] - These companies are focusing on high energy density batteries and hybrid storage solutions, with significant advancements in energy density and system integration capabilities [15][16] Future Trends - The industry is expected to see three core development trends: diversification of technology routes, deepening of industry chain collaboration, and precise adaptation to market demands driven by the low-altitude economy [16][17][19] - Future technological advancements will focus on optimizing mainstream lithium batteries and developing solid-state and hydrogen fuel cells, while hybrid storage systems will become more prevalent [16][17] - The market structure will evolve from emergency backup systems to include core power and auxiliary control systems, driven by diverse application scenarios [19]