企业竞争图谱-2024年低空经济：eVTOL行业 头豹词条报告系列

Investment Rating - The eVTOL industry is rated with a five-star investment rating, indicating strong growth potential and favorable market conditions [39]. Core Insights - The eVTOL industry is expected to grow from a market size of 53.965 billion yuan in 2024 to 224.832 billion yuan by 2030, with a compound annual growth rate (CAGR) of 26.85% during this period [39]. - eVTOL technology has reached safety standards comparable to commercial aviation, allowing only one catastrophic accident per billion flight hours, and operates with significantly lower noise levels compared to traditional aircraft [3][5]. - The industry is characterized by its ability to reduce operational costs by over 30% compared to traditional helicopters and by approximately 70% compared to fuel-powered small aircraft [3][5]. Industry Definition - eVTOL stands for "Electric Vertical Takeoff and Landing," representing a new type of urban air mobility vehicle that uses electric power for vertical takeoff and landing [4][5]. Industry Characteristics - eVTOL offers significant advantages over drones and helicopters, including the ability to carry passengers and cargo, lower operational costs, and reduced environmental impact [9]. - The technology allows for multiple application scenarios, including urban air mobility (UAM), regional air mobility (RAM), logistics, and emergency medical services [11]. Industry Development History - The eVTOL technology has evolved rapidly since 2009, with significant milestones including the first successful flight tests and the establishment of industry standards [12][13][14]. Market Size and Growth - The potential service market for eVTOL in China is projected to grow significantly, with estimates indicating a market size of 120.3 billion yuan for short-distance passenger flights and 73.7 billion yuan for cargo flights by 2030 [43][44]. Policy Analysis - Recent policies, such as the "General Aviation Equipment Innovation Application Implementation Plan (2024-2030)," aim to promote the eVTOL industry by supporting urban air transport networks and encouraging the development of low-altitude economy applications [46].