高工锂电·2025-03-21 10:01Core Viewpoint - The development of eVTOL (electric Vertical Take-Off and Landing) technology is accelerating in China, with significant advancements in battery technology and regulatory progress, indicating a shift from concept validation to scale validation in the low-altitude economy sector [1][4]. Group 1: eVTOL Battery Supply and Development - Aiko Technology has been confirmed as the high-voltage battery supplier for Xiaopeng Motors' next-generation eVTOL prototype, while Yiwei Lithium Energy will provide low-voltage lithium batteries, highlighting the critical role of advanced battery technology in this emerging field [1][2]. - The X3-F eVTOL, designed for private entertainment flights and flight training, has a maximum takeoff weight of 880 kg, exceeding traditional light-sport aircraft standards, and is currently undergoing regulatory review by the Civil Aviation Administration of China [1][2]. Group 2: Technical Specifications and Production Timeline - The X3-F has a maximum flight altitude of 120 meters, a range of 20 kilometers, and a maximum flight duration of 20 minutes, with a speed limit of 72 km/h, necessitating high energy density and power performance from its batteries [2]. - Xiaopeng Motors aims to complete the construction of its eVTOL manufacturing facility in Guangzhou by July 2025, with plans to obtain the type certificate by the second half of 2025 and commence mass production in 2026 [2]. Group 3: Market Position and Competitive Landscape - Aiko Technology has actively positioned itself in the eVTOL battery market, supplying its second-generation semi-solid batteries with an energy density of 330 Wh/kg and a cycle life exceeding 4000 cycles, entering small-scale production [3]. - The company has also established a presence in the overseas eVTOL market, delivering batteries with an energy density of 285 Wh/kg to a leading U.S. client, supporting speeds up to 320 km/h and a cruising range of 250 km [4]. - The collaboration between Aiko Technology and Xiaopeng Motors signifies a deepening engagement in the eVTOL sector, marking a new phase in the commercial viability of the low-altitude economy [4].