来源：环球网 【环球网科技报道 记者 郑湘琪】大国重器盾构机"大湾区号"、充满未来感的飞行汽车、能耗与安全双 突破的甲醇增程动力船舶……近日，在第十七届国际交通技术与设备展览会（以下简称"国际交通展"） 上，一系列创新成果集中亮相，勾勒出中国交通领域的智慧化、绿色化未来蓝图。 当前，随着低空经济支持政策持续出台，以及相关技术不断迭代，飞行汽车从科幻照进现实。本届国际 交通展上，广汽高域展台的多旋翼飞行汽车AirCab吸引了不少观众的目光。高域相关负责人告诉记者， AirCab主要应用于低空游览的文旅出行场景，为游客提供了独特的空中视角，可深度体验自然风光与城 市魅力。 又是一架能塞进汽车后备舱的"飞机"，将在2026年正式上市并交付。 事实上，这些创新产品的落地进程也正与我国低空经济整体发展形成共振。中国低空经济联盟发布的 《低空经济发展趋势报告》显示，随着中国主要大城市的空中交通网络和地面飞行服务设施基本建成， eVTOL也将加速商业化，市场价格将逐渐降低。到2030年，中国eVTOL市场保有量有望突破10万架。 在低空经济驶入发展"快车道"的同时，我国交能融合新趋势也正迸发无限活力。本届国际交通展期间， ...

Core Insights - GAC Group launched the GOVY AirCab flying car at the Hong Kong International Auto Expo, with a price not exceeding 1.68 million yuan, making it more affordable than traditional aircraft [2] - Within 24 hours of the price announcement, nearly 1,000 pre-orders for the GOVY AirCab were received, exceeding expectations [2] - The GOVY AirCab is set to enter the airworthiness certification phase, with plans for demonstration operations by the end of 2025 and mass production by the end of 2026 [2] Group 1: Industry Development - Guangzhou is leading the eVTOL (electric vertical takeoff and landing) sector in China, with GAC Group and XPeng's flying vehicles progressing towards mass production [2][3] - The production line for GAC's flying car is expected to be completed by early next year, with a focus on advanced manufacturing technologies and a robust supply chain [4] - Guangzhou has over 4,000 low-altitude economy-related enterprises, ranking second nationally, and has established a comprehensive new energy vehicle industry system [5] Group 2: Market Applications - The GOVY AirCab is designed for urban short-distance connections and tourism, with plans for demonstration operations in Guangzhou by the end of this year [6] - XPeng's "land aircraft" has received over 4,000 orders, indicating strong market interest beyond tourism and short-distance connections [7] - The flying cars are expected to evolve into a part of urban transportation, providing efficient commuting solutions [7] Group 3: Future Projections - The low-altitude economy is projected to reach a market scale of 2 trillion yuan by 2030, requiring real application scenarios to support this growth [8] - The development of low-altitude economy infrastructure in Guangzhou is progressing, with 99 application scenarios identified and 30 operational entities approved [10] - Experts highlight Guangzhou's advantages in low-altitude economy development due to its strong automotive industry base and supportive government policies [12]

广汽集团彼时还表示，接下来还将孵化成立一家全新的科技公司，展开广汽集团在低空经济领域业务， 计划2025年正式启动飞行汽车产品的适航认证。 在广汽之前，小鹏汽车也在推动飞行汽车商业化落地。小鹏汇天"陆地航母"飞行汽车预售单价在200万 元以内，规划产能为年产1万台。据上海证券报，在今年4月23日开幕的2025年上海国际车展期间，记者 在小鹏汽车展台采访获悉，小鹏汇天分体式飞行汽车"陆地航母"在去年完成全球首次公开飞行后，已进 入商业化落地的关键攻坚阶段。2026年，全球首款分体式飞行汽车"陆地航母"将正式上市并启动大规模 交付。 万亿级低空经济正推动飞行汽车加速发展，国内包括吉利汽车、长安汽车、等多家车企正布局飞行汽车 领域。在上述2025香港国际汽车及供应链博览会上，深蓝汽车CEO邓承浩表示，长安汽车将在2025年年 底完成飞行汽车试飞。在国际市场，飞行汽车的参与者既有大众、丰田等跨国头部车企，也有谷歌、腾 讯、英特尔等科技巨头。 飞行汽车目前仍处于发展初期阶段，但市场前景十分广阔。国际投行摩根士丹利预测，未来20年是飞行 汽车的飞速发展期，到2030年，飞行汽车行业将创造3000亿美元市场规模，2050年 ...

技术持续突破 杨俊峰 林嘉凯 体在湖南省常德市柳叶湖旅游度假区进行飞行演示。 新华社记者 陈思汗摄 1月21日，海南飞行汽车应用示范岛项目在海南省海口市启动。 苏弼坤摄(人民视觉) 5月2日，2025上海国际汽车工业展览会落下帷幕。展览会上，飞行汽车无疑是引人注目的焦点，多款飞 行汽车带来的"未来交通体验"令人眼前一亮。 作为"能飞的汽车"，飞行汽车既可以像普通汽车一样在公路上行驶，又能"一键起飞"，在低空自由穿 梭。如今，飞行汽车的定义已从兼具地面行驶与空中飞行能力的陆空两栖车，拓展为包含电动垂直起降 航空器(eVTOL)的广义范畴。 3月27日，小鹏汇天"陆地航母"飞行汽车飞行 4月26日，在上海市青浦区国家会展中心(上海)上海车展，广汽集团带来的量产级多旋翼飞行汽车 GOVY AirCar吸引观众驻足。 王玉实摄(人民视觉) 今年以来，飞行汽车备受关注，得益于航空工业、新能源汽车、5G、人工智能等产业蓬勃发展，国产 飞行汽车已积累起产业基础，在技术创新、装备水平等方面有竞争优势。当创新让汽车"长出翅膀"，飞 行汽车正在"飞"入我们的生活。 5月18日，在江苏省无锡市的中国航发控制系统研究所实验室内，一个 ...

Core Insights - Xiaopeng Motors reported a significant increase in April 2025 vehicle deliveries, with a total of 35,045 units delivered, representing a year-on-year growth of 273% and a month-on-month increase of 6% [1][2] - The company is enhancing its product lineup with the upgraded 2025 Xiaopeng X9 and P7+, which feature advanced configurations and technology, ensuring strong delivery capabilities moving forward [1][2] Delivery Performance - In April 2025, Xiaopeng Motors delivered 35,045 vehicles, marking a 273% increase year-on-year and a 6% increase month-on-month [1] - The Xiaopeng MONA M03 has achieved over 100,000 cumulative deliveries in just 8 months, while the P7+ has reached its 50,000th unit in 5 months [1] Product Development - The 2025 Xiaopeng X9 has been upgraded with new configurations, priced between 359,800 to 419,800 yuan, while the P7+ features a long-range Max flagship version equipped with advanced AI battery technology [1] - The company is set to mass-produce its Turing AI chip in Q2, enhancing its smart driving capabilities [1] Market Expansion - The 2025 Xiaopeng X9 received 6,000 orders within 7 days of its launch in mainland China, setting a record for pure electric MPVs, and over 1,500 orders in various Asia-Pacific regions [2] - Xiaopeng Motors is accelerating its global strategy, with strong product performance expected to drive sales growth [2] Financial Projections - The company forecasts vehicle sales of 524,000, 786,000, and 966,000 units for 2025, 2026, and 2027, respectively, with corresponding revenues of 97.76 billion, 158.1 billion, and 197.07 billion yuan, reflecting year-on-year growth rates of 139.2%, 61.7%, and 24.7% [2] - Expected net profits for the same years are projected at 1.2 billion, 6 billion, and 9.42 billion yuan [2]

低空经济专题研究 2025 年 5 月 13 日 行业指数相对沪深 300 表现 2800 3000 3200 3400 3600 3800 4000 4200 4400 6000 7000 8000 9000 10000 11000 12000 13000 14000 15000 2024-04-26 2025-04-26 低空经济指数 沪深300 相关报告 低空经济行业周报（第十八周） 低空经济行业周报（第十七周） 低空经济行业周报（第十六周） 低空经济行业周报（第十五周） 本周涨幅前五个股为晨曦航空、航天南湖、爱乐达、四创 电子、安达维尔；跌幅前五个股为卧龙电驱、英搏尔、博 众精工、小鹏汽车-W、*ST 声迅。 ⚫ 行业动态： 1、《2024 年县（区）低空经济产业发展指数报告》发布。 2、青岛低空监管服务平台签约落地。3、上海青浦区四大 低空经济项目签约。4、天目山实验室公布最新 5 款科技成 果，包括 2 款氢能源无人机，1 款反无人机系统，2 款载人 飞行器。5、小鹏汇天"陆地航母"飞行体（X3-F）生产许 可证（PC）申请已正式获得民用航空中南地区管理局受理， 标志着目前 TC 审查已进入符合性 ...

1.【小鹏汇天"陆地航母"飞行体生产许可证（PC）申请获受理】小鹏汇天5月9日宣布，"陆地航母"飞行体 （代号：X3-F）生产许可证（PC）申请正式获得民用航空中南地区管理局受理，标志着飞行汽车产品量 产体系开始接受局方审查。（财联社） 2.【古尔曼：苹果正为新Mac、智能眼镜和AI服务器开发专用芯片】根据彭博社马克·古尔曼的说法，苹果 正在开发一款专为智能眼镜设计的新型芯片，目标在2026至2027年实现量产，计划未来两年左右推出对 应的智能眼镜产品，与Meta旗下Ray-Ban直接竞争。（搜狐） 3.【纳米3D打印磷酸钙：陶瓷骨移植的新未来】在悉尼大学，由生物医学工程教授兼创新生物工程培训 中心主任Hala Zreiqat领导的研究人员开发了一种3D打印方法，用于制造纳米结构的磷酸钙。（搜狐） 4.【我国首艘深水铺管起重船进入国际市场】驻津央企海洋石油工程股份有限公司旗下的我国首艘深水铺 管起重船——"海洋石油201"船启航，驶向中东区域海管作业现场。这也是该船首次进入国际市场，对提 升我国大型海洋工程船舶国际化运营能力具有重要意义。 "海洋石油 201"船是世界上第一艘同时具备4000吨级重型起重能力、 ...

江淮汽车5月9日公告，2025年4月销量为30764辆，同比下降3.55%；累计销量为13.05万辆，同比下降 5.90%。产量方面，4月总产量为31887辆，同比下降14.44%；累计产量为12.76万辆，同比下降9.38%。 其中，新能源乘用车4月销量为1551辆，同比下降35.78%；累计销量为5261辆，同比下降34.57%。 中汽协：3月汽车零部件类产品出口金额同比增长12.6% 据中国汽车工业协会整理的海关总署数据显示，2025年3月，汽车零部件类产品出口金额达94.5亿美 元，环比增长42.5%，同比增长12.6%。2025年1-3月，汽车零部件类产品出口金额累计达到261.8亿美 元，同比增长4.5%。2025年3月，汽车零部件产品进口金额达17.1亿美元，环比持平，同比下降27.9%。 2025年1-3月，汽车零部件产品进口金额51.3亿美元，同比下降23.8%。 广汽集团：前4月汽车销量48.75万辆，同比下降10.22% 广汽集团5月9日公告，2025年4月汽车销量为116,440辆，同比下降12.66%。本年累计销量为487,527 辆，同比下降10.22%。 江淮汽车：前4月销量13 ...

在车圈，"谁主沉浮"这个问题，向来都得拿"销量"作答，而这也是新势力们扎根中国汽车行业的关键。 五月的第一天，网上就传出了一份 4 月新势力销量"成绩单"，零跑、小鹏、理想、问界、埃安、小米、 蔚来(含乐道)、深蓝、极氪、极狐等车企均位列其中。 虽然说这份榜单是媒体根据这些新势力的已知销量进行的排名，不一定百分之百准确，但老狐也去翻了 翻这些车企 4 月份的数据，确实也是大差不差。 | | | 2025年4月 新势力销量榜 | | | | --- | --- | --- | --- | --- | | | | | 单位(辆) | | | 排名 | 品牌 | 4月 | 3月 | 环比 | | 1 | 零跑 | 41039 | 37095 | 10. 63% | | 2 | 小鹏 | 35045 | 33205 | 5. 54% | | 3 | 甲相 | 33939 | 36674 | -7. 46% | | 4 | 问界 | 30000(估) | 12679 | " | | 5 | 埃安 | 28301 | 34082 | -16. 96% | | Q | 小米 | 28000 | 29244 | -4. 25 ...

Investment Rating - The report maintains an "Outperform" rating for the low-altitude economy industry [1]. Core Insights - The low-altitude economy sector is gaining significant attention from the national level, with policies being implemented to support the development of new energy aircraft and the promotion of drones. The sector is expected to form a trillion-level industry scale [6][20]. - The low-altitude economy index has underperformed the broader market, with a decline of 0.20% during the reporting period, lagging behind the Shanghai Composite Index by 1.96 percentage points [6][13]. - Six flying cars were showcased at the Shanghai Auto Show, highlighting advancements in urban air mobility [21]. Summary by Sections Market Review - The low-altitude economy index decreased by 0.20%, underperforming the Shanghai Composite Index by 1.96 percentage points and the CSI 300 Index by 1.18 percentage points during the period from April 14 to April 27, 2025 [6][13]. Policy Dynamics - On April 25, ten departments, including the Ministry of Transport, issued guidelines to enhance support for new energy aircraft and promote the application of drones. This includes establishing airworthiness certification systems for new energy aircraft [19][20]. - The low-altitude economy is recognized as a typical representative of new productive forces, with plans to create a trillion-level industry [20]. Industry Dynamics - The Shanghai Auto Show featured six flying cars, including the Hongqi "Tianran 1," which boasts a flight range of 200 km and a maximum speed of 150 km/h [21]. - Meituan's self-developed fourth-generation drone received the first nationwide low-altitude logistics operation certificate, enabling regular commercial operations across major cities [24]. - The first low-altitude version of "Didi" was launched in Jinan, marking a significant step in the digital platform for low-altitude economy applications [25]. Important Company Announcements - Zhonghe Technology reported a total revenue of 2.024 billion yuan in 2024, a decrease of 12.96% year-on-year, and established a subsidiary focused on low-altitude business development [50]. - Yingboer achieved a revenue of 2.430 billion yuan in 2024, reflecting a growth of 23.77% year-on-year, with significant advancements in low-altitude economic sectors [51]. - The company Lai Si Information reported a revenue of 1.610 billion yuan in 2024, a decrease of 3.94% year-on-year, focusing on low-altitude urban transportation systems [52].