低空经济按下“加速键”

Core Insights - The low-altitude economy in China is at a critical juncture with the release of the "Low Altitude Economy Standard System Construction Guide (2025 Edition)" by ten government departments, marking a roadmap for industry standardization [1][2] - WoFei ChangKong, a leading eVTOL company, announced nearly 1 billion yuan in new financing, setting a record for the largest single financing in the industry at the start of 2026 [1][4] - The financing will focus on core technology research and commercialization, particularly for the AE200 series, indicating a shift towards regulatory certification and large-scale commercial use [1][4] Industry Development - By 2027, a basic standard system for the low-altitude economy is expected to be established, with over 300 standards projected by 2030, emphasizing safety, innovation, and international compatibility [2] - The guide aims to address industry pain points such as inconsistent standards and unclear regulations, thereby reducing compliance costs and enhancing market confidence [2][3] - A governance system combining policy regulation, industry self-discipline, and regional collaboration is deemed necessary to address current issues like illegal flights and inadequate standard execution [3] Capital Market Dynamics - The influx of capital into the eVTOL sector is accelerating, with WoFei ChangKong's recent financing involving multiple well-known investment institutions, highlighting investor confidence in the sector [4][6] - Other companies, such as WoLanTe and YuFeng WeiLai, have also secured significant funding aimed at advancing their eVTOL products towards certification and commercialization [5][6] - The successful financing of leading eVTOL companies signals a critical development phase, with capital increasingly directed towards firms with core technologies and clear commercialization paths [6] Future Commercialization Pathways - The future of the low-altitude economy is expected to follow a "gradual and regionally adapted" approach, prioritizing pilot projects in areas with sufficient airspace resources and strong industrial foundations [7] - The focus will be on practical applications such as logistics and inspection, which are more mature and profitable, before expanding to more complex urban commuting scenarios [7]