电动垂直起降飞行器制造

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全球能源存储:中国下一个赢家:eVTOL的崛起
Sou Hu Cai Jing· 2025-10-11 13:56
电池是降本关键,中国厂商掌握定价权 eVTOL 对电池要求远高于电动车:能量密度≥250 Wh/kg、瞬间功率密度≥1 kW/kg,且需通过航空级安全测试。宁德时代、比亚迪、中创新航等已量产的 280–320 Wh/kg 电芯可直接装机,成本曲线与车用电池同步下降,使整机售价从百万美元级降至 30–50 万美元。报告估算,规模量产后每座每公里运营成本 可降到 0.5–1 美元,仅为直升机的 1/5,从而打开大众市场。 订单、政策、资本三线共振,2030 年 TAM 冲 2 万亿人民币 低空经济起飞,中国抢跑全球 报告把 eVTOL(电动垂直起降飞机)定义为中国"低空经济"的核心赛道,预计未来五年全球城市空中交通市场将以 30% 复合增速膨胀。中国凭借成熟电池 供应链、更快适航认证和激进基建规划(深圳 2026 年前建 1200 个起降点、1000 条航线),已从"跟随者"变成规则制定者,2025 年全球 17,500 架累计订单 中 60% 来自中国客户。 认证速度=生命线,中国比欧美快一倍 适航取证是商业化的"闸门"。中国民航局(CAAC)把流程压到 3–4 年,远低于欧美 6–7 年:亿航 EH216-S ...
国内低空经济绝对龙头,亿航智能寻求第二上市
Xuan Gu Bao· 2025-05-19 23:17
Group 1 - EHang Intelligent, an eVTOL manufacturer listed on NASDAQ, is considering a secondary listing outside the US, as stated by CFO Conor Yang [1] - EHang's Q4 2024 financial report shows record-high quarterly and annual revenues, with year-on-year growth of 190.2% and 288.5%, respectively, delivering 216 eVTOLs annually and 78 EH216 eVTOLs in the quarter, marking the highest quarterly record [1] - The China Low Altitude Economy Alliance predicts frequent test flights of eVTOLs starting in the second half of this year, with commercial operations expected in major cities by 2027 [1] Group 2 - Guosen Securities indicates that China's low altitude economy supply chain has formed a comprehensive development pattern, focusing on eVTOL and drone manufacturing, with rapid technological iteration and capacity expansion [1] - The potential for large-scale commercialization of eVTOLs is significant, with estimated demands of 24,000 eVTOLs for domestic tourism and 85,000 for commuting, leading to a market size exceeding 250 billion [1] - Dongwu Securities highlights infrastructure and aircraft manufacturing as key investment directions, emphasizing the importance of airport infrastructure, airspace management, and intelligent flight systems [2] Group 3 - EHang Intelligent collaborates with Yingboer to develop unmanned eVTOL electric propulsion systems [3] - Guangdian Measurement is involved in the airworthiness certification tests for EHang's EH216-S unmanned passenger aircraft, conducting reliability and electromagnetic compatibility tests for various systems [3]