聪明车驶上智慧路，人形机器人各类竞赛如火如荼，低空经济蓄势待飞……当科技与产业深度融合，有 关未来世界的想象正加速转化为现实图景。 "智能汽车、智能机器人、低空飞行器是发展新质生产力的标志性产业，呈现加速融合态势。"在日前举 行的首届聚合智能产业发展大会上，车百会理事长张永伟表示，上述三大产业具备技术同源、要素相 通、场景关联的特点，有望融合形成聚合智能产业，实现技术迁移、产业链共用、场景共创。 如何理解聚合智能产业内涵？怎样挖掘既有产业资源与优势以撬动更大发展合力？记者进行了采访。 一场生态重构 近期，车企"造人"、车企"起飞"等话题持续升温。9月初，特斯拉对外发布"宏图计划第四篇章"，相比 此前更多聚焦新能源汽车及可持续能源生态系统，本次计划关于AI和机器人的占比明显提高。特斯拉 创始人马斯克在社交平台上称，未来特斯拉约80%的价值来自Optimus机器人。 激烈竞争下，国内车企也在发力竞逐新赛道。在7月举行的2025年国际低空经济博览会上，吉利控股集 团旗下沃飞长空携AE200批产构型机亮相，这是国内首个、全球第二个完成全倾转过渡飞行的 eVTOL(电动垂直起降飞行器)产品。小鹏汇天飞行汽车智造基地于今 ...

Group 1: Industry Overview - The domestic electric vertical takeoff and landing (eVTOL) aircraft industry is experiencing unprecedented growth opportunities, driven by technological advancements and expanding application scenarios in low-altitude logistics [1] - The low-altitude economy is projected to reshape human transportation with a compound annual growth rate (CAGR) of 62%, potentially creating a trillion-dollar market over the next two decades [2] - By 2025, the market size of China's low-altitude economy is expected to reach 1.5 trillion yuan, with a forecast of 3.5 trillion yuan by 2035 [4] Group 2: Key Developments - China's first successful eVTOL transport flight to an offshore oil platform was completed, showcasing the operational advantages of eVTOLs over traditional transport methods [1] - A significant overseas order for 500 eVTOLs worth $1.75 billion was placed by Pan Pacific with Volant, marking the largest overseas order in China's eVTOL sector [2] - Shenzhen aims to establish itself as the "global low-altitude economy capital," targeting a low-altitude economic output of over 130 billion yuan by the end of 2026 [3] Group 3: Infrastructure and Investment - Shenzhen's plan includes the construction of over 1,200 low-altitude takeoff and landing points and the opening of more than 1,000 low-altitude commercial flight routes by 2026 [3] - The low-altitude infrastructure market is expected to see an investment increment of approximately 150 billion yuan by 2025, assuming a 15% infrastructure share of the low-altitude economy [4] - Over 84,000 low-altitude economy-related enterprises are currently registered in China, with about 12,000 new registrations in 2025 alone [4] Group 4: Company Highlights - AVIC (Aviation Industry Corporation of China) is a key player in the aviation high-tech sector, focusing on military and civilian applications, with ongoing major asset restructuring [6] - ZTE Corporation is actively involved in low-altitude sensing projects across 25 provinces, covering logistics and low-altitude safety applications [6] - GAC Group has completed numerous patent applications for flying cars and plans to initiate demonstration operations in 2025, aiming for a comprehensive smart transportation service by 2027 [7]

Core Insights - The eVTOL (electric Vertical Take-Off and Landing) industry is poised to replicate the explosive growth seen in China's electric vehicle market a decade ago, becoming a key element in China's manufacturing upgrade and international presence [2] Industry Overview - The low-altitude economy, centered around low-altitude flight activities, is expected to drive the development of infrastructure, aircraft manufacturing, operational services, and flight safety, spanning across various industries [1] - The market size for China's low-altitude economy is projected to reach 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035, indicating a significant growth opportunity [1] Technological Developments - The eVTOL aircraft showcased at the China International Supply Chain Promotion Expo can carry five passengers and operate autonomously, with ground control ensuring safety during flight [1] - Various companies, including GAC Group and XPeng, are introducing their own eVTOL models, indicating a competitive landscape in the low-altitude flight sector [3] Environmental Impact - The eVTOL industry is seen as a crucial area for promoting green and low-carbon transformation, with the potential to alleviate ground traffic pressure and contribute to achieving China's carbon emission goals [3]

Core Viewpoint - Guangzhou is actively promoting investment in its development zones, particularly in Huangpu District, showcasing a strong commitment to attracting foreign investment and fostering a favorable business environment [1][3]. Investment and Economic Development - From January to May, Guangzhou Development Zone and Huangpu District signed 170 quality projects with a total investment of 933 billion yuan, including one project worth over 100 billion yuan and six projects worth over 10 billion yuan [1][8]. - The actual foreign investment reached approximately 8.69 billion USD, accounting for 47% of the city's total, indicating a robust investment climate [1][8]. Strategic Focus Areas - The region is focusing on emerging and future industries, implementing chain-based and targeted investment strategies to enhance industrial development [4][6]. - Key sectors include low-altitude economy, aerospace, artificial intelligence, robotics, smart connected vehicles, and biomedicine, with significant projects already established [4][6][9]. Foreign Investment Attraction - As of May, 134 new foreign enterprises were established in the area, marking a nearly 20% increase year-on-year, with the region maintaining its position as the top area for foreign investment in Guangzhou [8][9]. - Major foreign projects include investments from companies like Thermo Fisher, Schneider, and Zeiss, contributing to the expansion of existing operations [8]. Business Environment and Policy Support - The development zone has created a business-friendly environment characterized by supportive policies, including a maximum subsidy of 100 million yuan for individual projects [8][9]. - The establishment of a 5 billion yuan innovation fund and a comprehensive investment and financing system aims to enhance the region's attractiveness to investors [9].

Group 1 - The core viewpoint of the article highlights the global launch of XPeng's flagship model X9, showcasing significant technological advancements and global expansion plans [1] - The 2025 X9 model features four versions priced between 359,800 to 419,800 yuan, with plans for domestic launch in Q2 2025 and entry into the European market in the second half of the year [1] - The X9 incorporates 496 detailed improvements, including zero-gravity seats, 180° reclining electric seats, and a 10-point massage system, along with the industry's first self-developed Turing AI chip [1] Group 2 - XPeng has established a comprehensive self-research system for autonomous driving, including cloud and vehicle-side large models, AI chips, and underlying architecture, with a 72 billion parameter base model currently in training [1] - The company has received nearly 4,000 orders for its split-type flying car, with plans for mass production in 2026, aiming to become the first large-scale manufacturer of flying cars [3] - XPeng's charging network spans 31 countries with 2.07 million charging piles, and partnerships with international companies like Volkswagen and BP Pulse have been established [1]

亿纬锂能加速拓展产品应用边界，低空领域业绩增长极高度确定！ 3月18日，亿纬锂能发布公告，公司收到广东汇天航空航天科技有限公司（以下简称： 小鹏汇天 ） 的供应商定点开发通知书，将为小鹏汇天 提供下一代原理样机低压锂电池。 亿纬锂能表示，本次收到定点开发通知书，是对公司低压锂电池的研发技术、产品性能和供货资格的全方位认可，是公司在低空经济领域市场 开拓的又一重要成果。项目的顺利实施将有助于双方共筑低空经济新生态，共同推动低空经济产业高质量发展，并持续提升公司在新能源行业 的市场拓展力、综合实力和国际化水平。 同时亿纬锂能提醒，本项目的进展尚存在不确定性，实际供货量需以正式销售订单为准，对本年度经营业绩的影响暂不确定。 01 深度绑定头部企业 公开资料显示，小鹏汇天是低空经济领域头部企业之一，在产品布局方面有清晰的规划。 据小鹏汇天创始人赵德力透露，公司战略分"三步走"：第一阶段聚焦野外飞行场景，第二阶段实现城市间跨城飞行，第三阶段目标为"全民自 由飞"。为实现这一规划，小鹏汇天已在广州开发区启动飞行汽车智造基地建设，预计2025年三季度竣工，规划年产能1万台。 对应相关产品来看，小鹏汇天首先推出分体式飞行汽车 ...

Core Viewpoint - EVE Energy has received a supplier development notification from Xiaopeng Huitian to provide next-generation low-voltage lithium batteries, marking a significant achievement in the low-altitude economy sector [1] Group 1: Company Developments - EVE Energy is expanding its market presence in the low-altitude economy by collaborating with Xiaopeng Huitian, which is known for its flying car "Land Carrier" that completed its first manned flight in November last year [1] - The project with Xiaopeng Huitian is expected to enhance EVE Energy's overall strength in the new energy industry, although the actual impact on this year's performance remains uncertain until formal sales orders are received [1] - EVE Energy has previously engaged in battery product development for flying cars and drones, indicating a strategic focus on the eVTOL battery sector [2] Group 2: Industry Context - The low-altitude economy is gaining traction, with Xiaopeng Huitian having over 3,000 pre-orders for its flying car and plans to begin mass production in 2026 [1] - EVE Energy has been involved in research and development for eVTOL batteries for three years, delivering prototype products and assisting clients in obtaining necessary aviation certifications [2] - The company has also successfully completed a test flight of an electric manned airship, showcasing its capabilities in the aviation battery market [2]

Core Viewpoint - The article emphasizes the transformative potential of AI in the automotive industry, highlighting the integration of AI with autonomous driving, humanoid robots, and flying cars as key areas for future growth and innovation [4][10][14]. Group 1: Industry Trends and Developments - The Chinese automotive industry is experiencing a significant shift, with increasing confidence in domestic brands surpassing traditional luxury brands like BBA [6]. - The government is supporting the automotive sector through policies that promote technological innovation and stabilize the economy, which is expected to drive the production and sales of new energy vehicles (NEVs) to over 13 million units in 2024 [8][24]. - The integration of AI into vehicles is seen as a major advancement, with predictions that the market for AI vehicles could reach a scale similar to that of the iPhone 4 era, potentially exceeding 10 trillion yuan globally in the next decade [14]. Group 2: Company-Specific Insights - Xiaopeng Motors has been investing heavily in humanoid robotics, planning to invest an additional 50 billion yuan over the next 20 years, with the first AI humanoid robot set to launch in November 2024 [10][12]. - The company is also focusing on the low-altitude economy, with plans to mass-produce a flying car called "Land Aircraft Carrier" by the second quarter of 2026, aiming to tap into a market that could represent 5% of the automotive market but account for 15-20% of revenue due to higher price points [16][17]. - Xiaopeng Motors is adopting a cautious approach to international expansion, emphasizing the importance of building a solid service foundation before selling products in overseas markets [19]. Group 3: Economic Impact and Future Outlook - The automotive industry is a crucial pillar of the national economy, contributing over 40% to industrial economic growth and playing a significant role in employment, tax revenue, and exports [24][25]. - The government's commitment to long-term economic stability and support for the automotive sector is expected to enhance the industry's role in driving technological advancements and international competitiveness [8][26]. - The article highlights the potential for the automotive sector to lead in new technologies, with a focus on integrating AI, 5G, and big data into automotive applications, thereby reshaping the global automotive landscape [25].