欣旺达再签合作 卡位万亿新赛道

Core Viewpoint - The low-altitude economy is in its early explosive stage, with the market size in China expected to reach 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035 [2] Group 1: Market Potential - The low-altitude flying market has become a new trillion-yuan blue ocean for battery companies amid the electrification trend across industries [3] - The partnership between XWANDA Power and Shangfei Aviation marks a strategic entry into the low-altitude economy, aiming to support Shangfei's goal of a comprehensive "cargo + passenger" layout [3] Group 2: Company Profiles - Shangfei Aviation, established in 2021, is a leading developer of electric vertical takeoff and landing (eVTOL) aircraft in China, with a core team experienced in general aviation and aircraft manufacturing [3] - Shangfei's JX1022 series eVTOL has achieved large-scale orders in various applications, with projected revenue exceeding 100 million yuan by 2025 [3] Group 3: Collaboration Details - XWANDA will provide customized battery system kits for Shangfei's core models, focusing on power stability, endurance, and safety in extreme environments [4] - The collaboration aims to develop battery systems that meet aviation standards, enhancing the performance of eVTOLs in complex scenarios [4] Group 4: Financial Performance - XWANDA reported approximately 43.534 billion yuan in revenue and 1.405 billion yuan in net profit for the first three quarters of the year, with a significant year-on-year growth of 41.51% in net profit for Q3 [4] - The new business and partnerships are expected to drive future performance growth for XWANDA [4] Group 5: Product Development - XWANDA has launched the "XWANDA Cloud Sky" aviation power battery brand, with the latest version achieving an energy density of 360 Wh/kg and designed for various low-altitude economic scenarios [5] - The first version of the battery was released in January, achieving significant performance metrics and successfully tested in extreme conditions [5]