上海虹桥→上海浦东10分钟……进博会“剧透”未来低空出行
证券时报·2025-11-09 09:33

Core Viewpoint - The emergence of eVTOL (electric Vertical Take-Off and Landing) aircraft is set to revolutionize urban air transportation, significantly reducing travel times and costs for passengers [1][20]. Group 1: eVTOL Development and Market Potential - The eVTOL industry is experiencing rapid growth, with projections indicating that the low-altitude economy market in China could reach 1.5 trillion yuan by 2025 and exceed 3.5 trillion yuan by 2035 [20]. - Companies like YF3709 and Wolan Technology are showcasing their eVTOL models, with significant orders and financing achieved at the recent expo, indicating strong market interest and investment [5][19]. - The M1 model from YF3709 has garnered 200 intent orders worth over 2 billion yuan, showcasing the demand for eVTOL services [10]. Group 2: Operational Efficiency and Cost Structure - Future eVTOL flights are expected to offer travel times of around 10-15 minutes for city routes, with ticket prices starting at approximately 50 yuan for city routes and 100-300 yuan for intercity routes [6][11]. - The operational cost of eVTOLs is projected to decrease significantly, with initial costs slightly higher than traditional taxis but expected to align with taxi fares as operations scale [7][18]. - The E20 eVTOL model boasts a cruising speed of 320 km/h and a range of 200 km, making it a competitive option for urban transportation [12][14]. Group 3: Technological Advancements and Infrastructure - The integration of eVTOL technology is supported by advancements in vertical take-off capabilities and reduced operational costs, which are expected to address traditional aviation challenges [18]. - Companies are establishing low-altitude transportation networks, with operational hubs and take-off points being developed to facilitate eVTOL services [10][20]. - The collaboration between eVTOL manufacturers and financial institutions is crucial for securing the necessary funding and infrastructure development to support the industry's growth [14][16].