2025年中国飞行汽车行业／eVTOL发展前景研究报告：打个“飞的”

Investment Rating - The report indicates a positive investment outlook for the flying car/eVTOL industry, highlighting its strategic importance and growth potential in the low-altitude economy [6][8]. Core Insights - The flying car/eVTOL industry is positioned as a key innovation in future transportation systems and is expected to drive the digital economy and technological revolution [3][8]. - The industry is currently in the demonstration operation phase, with expectations for small-scale commercialization by 2028 and large-scale promotion by around 2035 [8][36]. - The report emphasizes the importance of regulatory changes, policy support, and the industry's ability to leverage existing automotive and aerospace technologies for rapid development [41][56]. Summary by Sections Overview of Flying Cars - The report adopts a broad definition of flying cars, encompassing both amphibious vehicles and electric vertical takeoff and landing (eVTOL) aircraft [12][13]. Future Analysis of Flying Cars - The macroeconomic perspective views low-altitude resources as a new frontier for economic growth, with the potential to transform various industries [20][21]. - The strategic significance of low-altitude resources is highlighted, indicating their potential to become a sixth production factor, alongside labor, land, capital, entrepreneurship, and data [24][25]. - The efficiency advantages of air transportation over ground transportation are underscored, particularly in congested urban areas [36][37]. Key Development Factors - Regulatory changes have enhanced the status and coordination capabilities of air traffic management in China, facilitating the development of the low-altitude economy [48][49]. - The report notes a proactive policy transformation from local governments, indicating a strong commitment to developing the low-altitude economy [51][52]. - The industry benefits from a high starting point due to advancements in related sectors such as electric vehicles and drones, which can accelerate the development of flying cars [56][57]. Case Study - The report includes a case study of the successful low-altitude flight route between Guangzhou Baiyun Airport and Haixinsha, demonstrating the practical benefits of air transportation [38][39].