200亿eVTOL大单背后，高分子材料需求在爆发

Core Viewpoint - The eVTOL (electric Vertical Take-Off and Landing) industry is experiencing rapid commercialization, with significant order volumes and advancements in airworthiness certification, indicating a potential explosion in market growth [1][4]. Group 1: Order Volume and Financial Impact - Since the beginning of 2025, eVTOL companies have announced over 1,500 intent orders, with substantial financial implications [1]. - On July 16, a deal was signed between Times Technology and UAE's Autocraft for 350 E20 eVTOLs, amounting to $1 billion [2]. - On July 23, Volant Aviation signed a tripartite cooperation agreement with Pan Pacific and AVIC International, resulting in an order for 500 VE25-100 eVTOLs valued at $1.75 billion, bringing the total of the two orders to $2.75 billion (approximately 20 billion RMB) [3]. Group 2: Certification Progress - EHang became the first company to obtain all four necessary certifications (operational, model, production, and standard airworthiness) in March, while Peak Aviation's V2000CG received its airworthiness certificate in July, marking it as the first eVTOL with three certifications [4]. Group 3: Supply Chain and Material Development - The rapid development of eVTOLs is attributed to China's robust supply chain for new energy vehicles, with eVTOLs sharing up to 80% of the supply chain, allowing for the transfer of technology and experience from the new energy vehicle sector [6]. - Companies like Jinfa Technology are developing high-strength components for eVTOLs, achieving weight reductions of 25%-40% and increasing endurance by over 30% [6]. - Nanjing Julong focuses on carbon fiber composite structures, while Weitong Co. is producing lightweight materials tailored for drone applications [7]. Group 4: Emerging Applications and Industry Trends - The eVTOL sector is seen as a new application frontier for modified plastics and high polymer materials, with many companies beginning to explore this market [6]. - The upcoming 2025 Polymer Industry Annual Conference will feature sessions on emerging applications, including low-altitude economy and advanced communication technologies, highlighting the industry's focus on innovation [8].