Zheng Quan Ri Bao·2026-03-03 12:07Core Insights - The global aircraft power battery industry is transitioning from laboratory validation to a critical phase of technological breakthroughs, rapid scene implementation, and accelerated industrial maturity [1] - By 2035, the market size of China's low-altitude economy is expected to reach 3.5 trillion yuan [1] Industry Challenges - Aircraft power batteries face three extreme constraints: high energy density, high power output, and high safety reliability [1] - Current eVTOL battery energy density exceeds 300 Wh/kg, but for economic urban air mobility, it needs to evolve to 400-500 Wh/kg or higher [1] - Existing battery standards do not fully cover the stringent conditions of aircraft, such as thunderstorms, high-altitude low temperatures, and high wind speeds [1] - The lack of industry-specific design specifications, testing methods, and fault diagnosis standards may lead to dispersed R&D directions and increased commercialization costs [1] - Insufficient industry chain collaboration due to the early stage of development [1] Recommendations for Development - Strengthen top-level design and planning coordination to clarify battery technology development paths and commercialization application roadmaps [2] - Enhance industry-academia-research cooperation to accelerate high-performance battery R&D, focusing on core performance under extreme aviation conditions [2] - Establish a comprehensive industry standard system for aircraft-specific batteries, covering performance, safety, testing methods, and recycling requirements [2] - Ensure supply chain security and recycling of key materials, such as nickel, cobalt, lithium, and germanium, to stabilize raw material prices [2] - Support companies in utilizing futures markets for raw material supply and promote the establishment of a lifecycle management system for aircraft-specific batteries [2]