航空电动化风起，动力电池厂商正力新能做起“空中生意”

Core Viewpoint - Zhengli New Energy has successfully delivered a certified power battery system for electric aircraft, marking a significant step in the electrification of aviation and establishing itself as a leader in the industry [2][3]. Group 1: Company Overview - Zhengli New Energy, founded in 2019, has rapidly positioned itself in the power battery industry, focusing on a "land, sea, and air" strategy to explore battery applications across various transportation modes [2][3]. - The company has achieved a market share of 1.8% in 2024, ranking ninth nationally, and is projected to turn a profit in the first half of the year with a net profit forecast between 198 million to 243 million yuan [12]. Group 2: Technological Advancements - The aviation battery developed by Zhengli New Energy features "three highs and one fast" characteristics: high safety, high energy density, high power, and fast charging, with an energy density exceeding 320 Wh/kg [9][10]. - The company has established a technical standard for aviation batteries and is the first in the industry to obtain AS9100D certification for aerospace quality management systems [8][9]. Group 3: Market Opportunities - The low-altitude economy is expected to generate a market scale in the trillions, with electric aviation seen as a key growth area for power battery manufacturers seeking new revenue streams amid intense competition in the automotive sector [3][5]. - Zhengli New Energy's collaboration with Zero Gravity Aircraft Industry and Liaoning General Aviation Research Institute aims to supply battery systems for various types of electric aircraft, including fixed-wing and eVTOL models [6][12]. Group 4: Strategic Vision - The company aims to leverage its advancements in aviation battery technology to create a competitive edge in the low-altitude economy, responding to national policies promoting low-altitude economic development and carbon neutrality [15][16]. - Zhengli New Energy's transition from a vehicle battery supplier to a comprehensive zero-carbon enterprise reflects its commitment to sustainability and innovation in the aviation sector [16].