新能源板块行业周报：浙江目标2027年实现“市市通”，Volocopter在巴黎实现载人飞行

Industry Investment Rating - The report maintains an "Outperform" rating for the new energy sector [1] Core Views - The report highlights the development of low-altitude economy and general aviation as key growth areas, with significant government support and policy initiatives driving the sector [1] - The report emphasizes the potential of eVTOL (electric vertical take-off and landing) technology, with notable progress in both domestic and international markets [1] - The report identifies the industrial drone sector as a rapidly growing market, with specific targets set for industrial scale and infrastructure development [1] Industry Development and Policy Support - Zhejiang Province aims to achieve "city-to-city connectivity" by 2027, with general aviation routes covering the Yangtze River Delta region The province plans to build 20 Class A general aviation airports by 2027 and establish a high-level aviation hub by 2035 [1] - Anhui Province has released an action plan for the high-quality development of the industrial drone industry, targeting an industrial scale of over 30 billion yuan by 2027 and aiming to build a mature infrastructure and management service system for industrial drones [1] Technological Advancements - China's first large-scale twin-engine unmanned transport aircraft successfully completed its maiden flight, showcasing a payload capacity of 2 tons and a wingspan of 16 1 meters The aircraft is designed for high reliability, safety, and intelligence, supporting the development of low-altitude economy and smart logistics [1] - Volocopter, a German electric aviation company invested by Chinese firm Geely, successfully conducted a manned test flight in Paris, marking a significant milestone for the eVTOL industry [1] Investment Recommendations - The report recommends focusing on companies involved in low-altitude economy and general aviation, including Wanfeng Aowei, EHang, and CATL for batteries Other recommended companies include EVE Energy, Gotion High-Tech, and Zongshen Power for engines and electric drive systems [1] Key Companies Mentioned - The report highlights several companies in the new energy sector, including CATL, EHang, Wanfeng Aowei, and Zongshen Power, among others [1][4]