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21对话|沃飞长空费岚:eVTOL与新能源汽车产业链高度重合
Core Viewpoint - The launch of the AE200 smart cabin by WoFei ChangKong marks a significant step in the eVTOL industry, emphasizing the need for aviation-grade standards in smart cabin design and production [1][2] Group 1: Product Development - The AE200 is WoFei ChangKong's first self-developed product, specifically designed for urban air mobility, and aims to meet stringent aviation safety standards [1] - The smart cabin, known as "Intelligent Dynamic Cabin," is part of the AE200's frozen design and is currently undergoing airworthiness certification [1] - WoFei ChangKong has already obtained a CCAR-135 operational qualification certificate for helicopters, facilitating the opening of air routes before the AE200 certification is completed [1] Group 2: Supply Chain Strategy - The AE200 adopts a vertical integration strategy, developing core components such as electric propulsion systems, flight control, and avionics in-house or through joint ventures [2] - The company has established a joint venture with Wolong Electric to develop high-performance motors and electric drive systems for tilt-rotor eVTOLs [2] - The eVTOL industry is expected to reuse a significant portion of automotive components, with estimates suggesting a reuse rate of 70%-80% for non-critical systems [2] Group 3: Market Focus - The AE200 is a six-seat, all-electric piloted eVTOL, targeting urban low-altitude travel, tourism, and emergency rescue applications [3][4] - The eVTOL is expected to significantly reduce travel time, such as a projected 10-minute flight from Pudong Airport to Lujiazui compared to over 40 minutes by car [4] - WoFei ChangKong aims to collaborate with various sectors, including tourism, aviation, and transportation platforms, to explore commercial operation models [4] Group 4: Orders and Partnerships - WoFei ChangKong has secured hundreds of orders and established partnerships with major industry players like Sichuan Airlines Group and China National Aviation Holding [4] - Some of these orders have already been confirmed, indicating strong market interest and potential for future growth [4]