电动垂直起降飞行器(eVTOL)

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突破卡脖子!这个赛道即将诞生龙头企业!
Xin Lang Cai Jing· 2025-08-23 08:27
■ 中国工业报 闻育旻 王棕宝 前不久,首届国际低空经济博览会在上海举行,吸引了全球行业上下游近300家头部企业参展,超19件全球首发产品、25件全国首发产品亮相,多 项低空经济研发成果与数万参观者面对面。博览会参展观展热,是低空经济蓬勃发展的一个缩影。 中网信低空经济研究院院长王一鸣近日在接受中国工业报采访时表示,低空经济作为战略性新兴产业,与传统制造业的协同发展将形成"新技术赋 能老产业、老基础支撑新业态"的良性循环,并通过产业链重构催生新的经济增长点。 来源:摄图网 王一鸣认为,低空经济硬件制造正从"玩具级"向"工具级"再到"交通级"进化,其核心逻辑是:场景定义产品→产品重构供应链→供应链催生新业 态。他指出,中国企业凭借消费电子制造积累和场景创新优势,已在该领域形成"微笑曲线"两端(即研发和市场)的掌控力。下一步突破适航认 证、能源动力等"卡脖子"环节,可以实现从"无人机大国"到"低空经济强国"的跨越。 1 李亦工指出,当前eVTOL的动力技术市场选择与早期的新能源汽车具有一定的相似性,混动技术路线带有明显的过渡性质,若低空飞行在空域改 革、基础设施建设、法律法规等进展超预期的情况下,混动技术路线或有 ...
电力设备行业周报:低空经济行业周报:(4月第4周)美团获全国首张低空物流全境覆盖OC,欣旺达与航天飞鹏合作
KAIYUAN SECURITIES· 2025-04-27 05:23
Investment Rating - The industry investment rating is "Positive" [6] Core Viewpoints - The low-altitude economy is experiencing significant support from both central and local government policies, with a focus on funding and scene development to accelerate commercialization [3][19] - The recent issuance of 200 billion yuan in special bonds for equipment updates is expected to benefit low-altitude equipment, including consumer drones and eVTOLs [24] - The low-altitude economy is transitioning from conceptualization to commercialization, with various companies showcasing eVTOL products at the Shanghai Auto Show [19][31] Summary by Sections 1. Weekly Sector Review - The average change in A-share related to the low-altitude economy from April 21 to April 25 was +3.6%, driven by improved risk appetite due to easing tariff expectations [4][11] - Top gainers included Xincheng Technology (+37.2%), Wanfu Ovi (+14.7%), and Guangyang Co. (+13.1%) [11][13] 2. Industry Dynamics - Meituan's self-developed drone received the first nationwide low-altitude logistics operation certificate [22] - The establishment of the Guangzhou Low-altitude Economy Development Company with a registered capital of 300 million yuan aims to support the industry [25] - The first low-altitude economic fund in Sichuan province has been registered, focusing on eVTOL manufacturing [34] 3. Individual Company Updates - Xincheng Technology is developing a low-altitude comprehensive management service platform [36] - Xinnengda has partnered with Aerospace Feipeng to enhance drone performance with high-performance batteries [37] - Jinfeng Co. is collaborating with Tsinghua University to develop a ducted fan propulsion system for flying cars and industrial drones [38] - Yinheng has delivered a prototype electric propulsion system for EHang's new model [41] - Jifeng Technology's controlling shareholder has changed to the actual controller of Shenzhen United Aircraft Technology Co., which specializes in drone development [43]