Core Insights - The domestic eVTOL (electric Vertical Take-Off and Landing) aircraft market is accelerating in terms of airworthiness certification and commercialization, with significant milestones achieved in August [1][3][4] - The low-altitude economy is experiencing robust activity, with a 50.8% year-on-year increase in procurement activities related to low-altitude economic products and services in the first quarter of this year [1] - China and the U.S. are not only focusing on domestic market development but are also seeking opportunities in overseas markets, indicating a global competitive landscape [2] Commercialization Acceleration - The successful completion of the first-ever sea logistics flight using the eVTOL aircraft "Kai Rui Ou" marks a significant step in low-altitude logistics applications [3][4] - The aircraft demonstrated operational capabilities by completing a journey of over 150 kilometers under challenging conditions, retaining over 40% battery power upon landing [3] - Strategic partnerships have been formed, including a procurement order for 100 eVTOL aircraft, aimed at accelerating real-world commercial applications [3][4] Industry Development - The eVTOL supply chain in China is evolving into a comprehensive development pattern, characterized by upstream breakthroughs, midstream collaboration, and downstream standard-setting [7] - The industry is currently facing challenges, including the need for systematic planning in scenario cultivation and the lack of innovative measures in support policies [8] - The commercial viability of eVTOL operations is contingent upon establishing standardized workflows and infrastructure to support regular flights [8] Global Competition - Companies like Archer are forming international alliances to streamline the certification and deployment of eVTOL aircraft globally, indicating a collaborative approach to market entry [9] - Domestic eVTOL companies are exploring international markets, with significant orders such as a $1 billion deal for 350 eVTOL aircraft in the Middle East [10] - The Middle East presents a lucrative market for eVTOL operations, with substantial investments planned for air traffic networks [10] Future Outlook - By 2025, companies like Peak Fly Aviation aim to establish several typical application scenarios, with expectations for large-scale commercialization by 2026 [11]

峰飞航空表示，其将与宁德时代共同研发eVTOL航空电池，重点提升eVTOL电池的能量密度和 性能表现，支持eVTOL更长的飞行距离和更高的载重量，同时在安全性和稳定性方面取得更为 显著的提升。 宁德时代1月28日晚（除夕夜）发布的消息显示，宁德时代携手峰飞航空亮相春节联欢晚会， 电动飞机飞跃嘉陵江，为春晚添科技亮点。 据悉，该电动飞机搭载宁德时代电池的2吨级eVTOL航空器，最高巡航速度200km/h，最大航 程250km。 图片来源：宁德时代 资料显示，峰飞航空是我国最早投入eVTOL航空器赛道的科技企业之一，致力于为全球客户提 供安全可靠的空中物流运营系统和空中立体出行解决方案。 峰飞航空创始人田瑜先生进入航空行业20余年，拥有FAA固定翼和直升机飞行执照，熟悉各种 飞行器的飞行性能，获得相关专利超过300项，并且成功研制了全球第一款获得适航认证的电 动运动飞机。 2024年8月3日，峰飞航空曾宣布，与宁德时代签署战略投资与合作协议，宁德时代独家投资数 亿美元，双方将致力于eVTOL航空电池的研发。 宁德时代则表示，其生产电池在高能量密度、高安全性等方面具有优势，也满足航空级电池的 标准，有实力满足eVT ...