CATL(SZ:300750) DT新材料·2025-07-17 13:56Group 1: Core Insights - Autocraft signed a procurement agreement with 时的科技 for 350 units of E20 eVTOL, amounting to $1 billion, marking the largest single eVTOL order in China to date [1] - The E20 eVTOL will be commercialized in various scenarios such as low-altitude tourism and air travel in the Middle East and North Africa [1] - 时的科技, established in 2021, focuses on the R&D, production, and sales of manned eVTOLs [1] Group 2: Battery Technology - 孚能科技's first-generation semi-solid-state eVTOL battery has an energy density of 285Wh/kg, with a fast charge time of 20 minutes and a low-temperature capacity retention of 90% at -20℃ [2] - The second-generation semi-solid-state eVTOL battery is set to enter small-scale production, with an energy density of 320Wh/kg and a fast charge time reduced to 15 minutes [2] - Future developments include a second-generation Plus version with energy density exceeding 350Wh/kg expected in 2026, and a third generation with energy density reaching 400Wh/kg currently undergoing testing [2] Group 3: Industry Developments - 孚能科技 has received a supplier development notification from 广东汇天航空航天科技有限公司, indicating its growing presence in the low-altitude economy sector [2] - The company aims to solidify its competitive position in the industry and drive future growth through these advancements [2]