1900架订单、有人试飞突破！沃兰特意在构建低空经济生态闭环，剑指航空业第二百年

Core Viewpoint - The article discusses the challenges and opportunities in the eVTOL (electric Vertical Take-Off and Landing) industry, emphasizing the need for collaboration among various stakeholders to overcome obstacles and achieve commercial success [2][4]. Industry Cycle Positioning - The eVTOL industry is at a critical juncture in 2024, transitioning from "technical validation" to "commercialization" [6]. - The U.S. has already made significant legislative progress, while China has included "low-altitude economy" in its government work report, indicating a clear policy direction [6]. Technical Validation and Safety - The successful test flight of the VE25-100 eVTOL marks a significant milestone, demonstrating the aircraft's capabilities in a real-world environment [10]. - The rigorous selection process for test pilots highlights the industry's commitment to safety, with a focus on selecting individuals who deeply understand the aircraft [8]. Ecosystem Development - The article introduces a dual-loop model for ecosystem development, linking "R&D supply chain" and "operational service chain" to create synergies [14]. - The collaboration with industry giants during financing rounds indicates a shift from purely financial investment to active participation in R&D [16]. Operational Challenges and Strategies - The article outlines the operational challenges in the eVTOL industry, such as airspace management and infrastructure development, and proposes a "shared benefits" strategy to address these issues [17]. - The focus on creating a collaborative ecosystem aims to distribute high R&D costs and promote infrastructure development [17]. Path to Commercialization - The eVTOL industry's evolution is categorized into three stages: startup, growth, and maturity, with the current focus on validation [19]. - Sichuan Zigong is chosen as a testing ground to establish a complete cycle from production to commercial operation [20]. Long-term Vision - The company aims to become a leading player in the second century of aviation, aspiring to match the stature of Boeing and Airbus [22][23]. - A comprehensive product upgrade plan is in place to adapt to changing market demands over the next 5-10 years [23].