先进空中交通飞行器，尤其是载人电动垂直起降飞行器（electric Vertical Take-Off and Landing (eVTOL)），既引发了广泛的关注与期待，也伴随着不少质疑的声音。 聚焦国内 2025 年中国低空经济持续升温，据中国民航局预测，2025 年我国低空经济市场规模将达 1.5 万亿元。但与此同时，关于安全标准、空域管理、成本控制等问题的讨论也从未停止，不少 消费者和行业从业者仍对其商业化落地的实际效果持观望态度。 聚焦全球 全球范围来看，一方面， 多个政府部门和出行公司已宣布建立合作关系 ，并计划于 2026 年 在迪拜、纽约、芝加哥、旧金山和洛杉矶等全球多个城市推出电动垂直起降飞行器 （eVTOL）客运服务。此外，包括乔比航空（Joby）、阿彻航空（Archer）和贝塔技术公司 （Beta）等资金充裕的制造商正在竞相争取型号认证，尽管认证时间较预期有所推迟，但据 说仍有望在 2026 年启动商业运营。而亿航智能（eHang）是迄今为止唯一一家获得型号认证 的制造商，其最近在中国获得了商业运营的航空运营人合格证。 另一方面，在 2021 年的投资热潮之后，随着 eVTOL 领先企业 ...

2025年 汽车与交通出行行业进入"节奏分化、结构重塑"的关键阶段。电动化长期方向未变，但短期 需求波动、成本压力与资本约束显著放大；新技术不断涌现，却更频繁地暴露出规模化落地 与系统协同的挑战。 从锂电产业链的修复与再平衡，到动力电池制造的盈利拷问；从先进空中交通的远期潜力， 到 Robotaxi 带来的城市拥堵新风险，行业竞争焦点正从"技术是否可行"，转向"商业是否可持 续、系统是否可控"。效率、韧性与协同能力，正在决定下一阶段的胜负。 世界经济论坛 | 负责任的先进空中交通（AAM）离我们还有多远？ 动力电池制造商如何应对成本压力 自动驾驶出租车并非天然"治堵良药"，无序部署反而可能放大城市拥堵风险。其规模化落地需依赖公共 部门、运营商与城市规划的协同治理。 锂电再平衡 锂电行业价格战阶段性缓解，但结构性失衡仍在。企业需通过材料创新、极限制造、精益运营及海外与 多场景布局，在"增量放缓"背景下筑牢长期竞争力。 空中出行破冰 科尔尼锂电行业洞察：价格战缓解，增量与增效仍是长期课题 先进空中交通（AAM）仍处早期，但在客运、货运与专业服务领域已显现增长动能。无人机率先进入规 模化阶段，其发展路径为其他 AA ...

新华财经上海12月30日电（记者王鹤）美国交通部近日出台首个《先进空中交通（AAM）国家战略 2026-2036》，并同步发布了配套的综合计划。作为美国布局第三次飞行革命的顶层设计，该战略核心 目标明确，即通过安全整合电动垂直起降（eVTOL）飞机等新型飞行器进入国家空域，统筹协调认 证、运营、基础设施建设与早期部署全链条工作，推动美国企业从飞行测试阶段迈向基础设施建设与体 系化推进的实质发展阶段，巩固并强化美国在下一代航空领域的全球领导地位。 从经济背景来看，美国航空业每年可支撑1.8万亿美元经济活动，贡献近4%的GDP，在此基础上，先进 空中交通被美国明确界定为未来运输、物流配送、应急服务及国防保障的核心组成部分，战略价值凸 显。 美旨在通过AAM国家战略强化下一代航空器的全球领导地位 据介绍，先进空中交通AAM（Advanced Air Mobility），是基于电动垂直起降（eVTOL）等新型航空器 构建的城市空中立体交通网络，概念上等同于中国的低空经济。 美国AAM战略及配套计划包含40项行动建议，聚焦产业竞争力、运营安全与经济实力三大核心维度， 围绕"空域、基础设施、安全、规划与社区参与、劳动力、 ...

智通财经APP获悉，摩根士丹利近日发布了北美航空业研究报告，汇总了过去一周行业关键动态，包括 潜在并购交易、政府长期战略、常旅客计划调整及高管变动，并提供了详尽的运力数据、消费者调查及 个股投资评级分析。 高层人事变动： 达美航空总裁Glen Hauenstein将于2026年2月28日退休，其在公司任职超过20年，对公 司的航线规划和商业战略有重要影响。继任者为现任高级副总裁Joe Esposito。 市场与消费者洞察 根据OAG数据，北美主要航企2026年第二季度运力规划呈现差异化调整：美国航空短途国际航线运力 同比增长7.6%;美联航(UAL.US)国内航线运力增长9.0%，短途国际航线运力同比增长1.6%;捷蓝航空 (JBLU.US)短途国际航线运力同比增长11.9%，长途国际航线运力增幅达12.2%。 核心要闻摘要 潜在行业整合：据报道，处于破产保护阶段的Spirit Airlines与Frontier Airlines(ULCC.US)正就潜在的合 并进行讨论。消息人士称，交易可能最早于本月宣布，但双方均未公开置评。两家公司自至少2022年以 来已多次接触，但此前均未达成协议。 国家战略发布： 美 ...

Joby航空（JOBY）欢迎美国交通部发布的先进空中交通（AAM）战略及2026年启动的电动垂直起降飞 行器（eVTOL）试点计划，并在基础设施、安全和人才方面协同推进，加速认证与演示进程。 责任编辑：张俊 SF065 Joby航空（JOBY）欢迎美国交通部发布的先进空中交通（AAM）战略及2026年启动的电动垂直起降飞 行器（eVTOL）试点计划，并在基础设施、安全和人才方面协同推进，加速认证与演示进程。 责任编辑：张俊 SF065 ...

Core Insights - The article discusses the collaboration between Syensqo and Vertical Aerospace, focusing on the supply of high-performance composite materials for the VX4 electric vertical takeoff and landing aircraft, which aims for certification and commercial operation by 2028 [2][3]. Group 1: Company Collaborations - Syensqo (formerly Solvay) has entered a long-term partnership with Vertical Aerospace to supply composite materials and adhesives for the VX4 aircraft [2]. - The VX4 aircraft is designed to be zero-emission and can carry four passengers, with approximately 1,500 pre-orders from major airlines [3]. Group 2: Material Innovations - Syensqo's composite materials, including brands like CYCOM®, PRISM®, AeroPaste®, and FusePly™, are highlighted for their unique properties that enhance performance in advanced air mobility (AAM) applications [3]. - The APC PEKK/PEEK thermoplastic composite materials offer significant weight and cost advantages for innovative urban air mobility (UAM) and AAM applications [4]. - FusePly™ technology improves performance and manufacturing speed while reducing the need for rivets and fasteners in AAM applications [4]. - KetaSpire® PEEK and Evolite® PPS thermoplastic composites are noted for their high strength-to-weight ratio, chemical resistance, and superior mechanical performance [4].

Core Insights - The successful test flight of the Volant VE25-100 eVTOL aircraft marks a significant advancement for China's Advanced Air Mobility (AAM) sector, with a flight altitude of 2400 meters and a pre-flight approval time of just one hour [1] - Sichuan Chengben Agricultural Development Co., Ltd. has become the only rabbit meat export breeding farm in Sichuan and Southwest China, with an expected annual export of 200 tons of rabbit products, indicating a growing global market presence for "Chuan" rabbit meat [1] Economic Development - During the "14th Five-Year Plan" period, the per capita GDP of Zigong surpassed $10,000, with a 15.9% year-on-year increase in industrial added value in the first three quarters of 2025, outperforming the provincial average by 8.8 percentage points [5] - The city is focusing on traditional industries' digital transformation and new industries' development, with significant investments in smart manufacturing and emerging sectors like low-altitude economy and new materials [5][6] Industrial Transformation - Zigong is actively restructuring its industrial system, with companies like Dongfang Boiler leading the way in smart manufacturing and digital transformation, achieving a 35% increase in production efficiency through product traceability [5][6] - The establishment of the Zigong Aviation Industrial Park has attracted over 60 key enterprises, covering various aspects of the aviation industry, including drone manufacturing and flight training [6] Infrastructure and Logistics - The opening of the Chengyi High-speed Railway marks the beginning of a "dual high-speed railway" era for Zigong, enhancing logistics capabilities and regional connectivity [10] - The city has launched multiple international freight trains, including the China-Europe Railway Express, establishing new trade routes and enhancing economic cooperation [10][11] Cultural and Tourism Development - Zigong is promoting cultural tourism, with initiatives like the "Lantern Festival" gaining international recognition and contributing to the city's cultural heritage [8] - The integration of culture and tourism is a strategic focus, with new tourism projects and events being developed to attract global visitors [8] Environmental and Social Initiatives - Zigong has implemented various environmental protection measures, achieving significant improvements in air and water quality, and enhancing public amenities [17][18] - The city has also focused on employment and social security, with a notable increase in urban employment and improvements in basic medical insurance coverage [18] Conclusion - Zigong is undergoing a transformative phase, leveraging its industrial heritage while embracing innovation and sustainability, positioning itself as a key player in the Chengdu-Chongqing economic circle and contributing to China's modernization efforts [20]

Core Viewpoint - EHang Intelligent (EH.O) reported a decline in Q3 2025 revenue to 92.5 million yuan, with a net loss of 82.1 million yuan, while delivering 42 units of its eVTOL aircraft [1] Group 1: Financial Performance - Q3 revenue decreased year-on-year to 92.5 million yuan, with a net loss of 82.1 million yuan [1] - The company expects total annual revenue to be around 500 million yuan [1] - Deliveries of eVTOLs in Q3 were 42 units, down from 63 units in the same period last year and 68 units in the previous quarter [1] Group 2: Product Development - The new VT35 model was delivered for the first time in Q3, designed for mid-to-long distance applications with a range of 200 kilometers, complementing the EH216-S model [2] - EHang has received orders for the VT35 from clients in Hefei, Zhejiang, and Hainan, with a unit price of 6.5 million yuan [2] - The company is building a standardized and replicable operational closed-loop system around the EH216-S, which has been certified for operation [2] Group 3: Market Expansion - EHang launched an Advanced Air Mobility (AAM) sandbox program in Thailand in October, completing various emergency flight scenario demonstrations [3] - The Thai authorities aim to approve commercial operations of eVTOLs based on the sandbox results in the coming months [3] - The company is preparing for public commercial operations, with plans to gradually start flight services in December [2][3] Group 4: Industry Context - The low-altitude economy is gaining attention, with Guangdong Province introducing measures to support urban and intercity low-altitude passenger routes [3] - EHang is focused on building a "manufacturing—operation—training" business closed-loop, emphasizing safety and regulatory compliance [3]

Core Insights - EHang Intelligent Holdings Limited successfully completed a series of flight activities with its flagship product EH216-S in Doha, Qatar, marking the first manned eVTOL flight in an urban environment in the Middle East [1][4] Group 1: Flight Activities - The flight connected two major landmarks in Doha, the Doha Port and Katara Cultural Village, with a total flight time of approximately 8 minutes, reducing travel time by about 70% compared to similar ground transportation [2][4] - The flight demonstrated the feasibility of air shuttle services connecting transportation hubs and core urban destinations, showcasing innovative multimodal transport solutions [2] Group 2: Government Support and Strategic Goals - Qatar's Minister of Transport, Mohammed Al-Sulaiti, described the flight as a milestone in promoting smart and sustainable transportation solutions, emphasizing the government's commitment to enhancing Qatar's regional and international leadership in modern transportation [4] - The project aligns with Qatar's National Vision 2030 and is part of the Ministry of Transport's 2025-2030 strategy, which aims to build a smart and resilient transportation system that integrates sustainability, innovation, and various transport modes [4] Group 3: Future Plans - EHang and Qatar's Ministry of Transport plan to explore further phased implementation plans, including "unmanned aerial taxis," covering key aspects such as airworthiness certification, operational models, infrastructure, and airspace integration [7] - Future expansions may include shuttle services between airports and city centers, air taxi corridors covering tourist attractions and high-traffic areas, and the integration of eVTOL systems into Qatar's multimodal transport strategy [7]

Group 1 - Falcon Aviation Services has placed a significant order with Peak Aviation for 50 eVTOL aircraft, with the first deliveries scheduled for the end of 2025, aimed at transporting for the Abu Dhabi National Oil Company [1] - The order includes 15 cargo models (V2000CG "Carey Gull") and 35 passenger models (V2000EM "Shengshi Dragon"), addressing the demand for low-altitude cargo and high-end travel services in the Middle East [1][3] - The partnership is notable for its clear payment terms, delivery schedule, and defined application scenarios, distinguishing it from typical industry pre-orders [1] Group 2 - The low-altitude economy in China has surpassed 500 billion yuan in 2023, with projections suggesting it could reach 3 trillion yuan by 2030 [3] - Falcon Aviation is one of the largest private jet and helicopter operators in the Middle East, providing helicopter services for offshore energy transport and is a key service provider for ADNOC [3] - The V2000CG model will be used for urgent material transport between oil extraction bases and logistics centers, while the V2000EM model is in the compliance verification stage for personnel commuting and business travel [3] Group 3 - In the first half of 2025, there were 52 financing cases in the low-altitude economy sector, a year-on-year increase of 48.6%, although the total financing amount decreased by 9.1 billion yuan compared to the previous year [4] - Despite a slowdown in industry financing, many companies are focusing on product development and implementation, particularly in the Middle East, where support for advanced air mobility (AAM) is growing [5] - Other eVTOL manufacturers, such as XPeng Heitech and Shidi Technology, have also announced significant orders in the Middle East, indicating a trend of eVTOL companies expanding into this region [5] Group 4 - Several A-share listed companies are collaborating with Peak Aviation, including Zhongheng Communication, which aims to develop an eVTOL ecosystem and promote various applications of eVTOL aircraft [5] - Daming City has invested in the eVTOL sector and is preparing to build a "low-altitude intercity smart hub airport" in collaboration with Fuzhou New District Aviation City Development Company [6] - Tiancheng Self-Control has reached a strategic cooperation agreement with Peak Aviation for eVTOL aircraft seat projects, indicating a focus on new product development in response to industry dynamics [6]