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寻求第二增长曲线 小鹏、长安等瞄准万亿市场加速飞行汽车布局
Xin Jing Bao· 2025-09-30 14:14
中国车企在飞行汽车领域的布局明显提速。 长安汽车9月27日发布公告称,公司董事会会议审议通过了关于设立飞行汽车合资公司的议案。同一 天,长安汽车董事长朱华荣在世界新能源汽车大会上表示,长安汽车正在加快布局飞行汽车等新兴领 域,计划2030年推出航线飞行汽车。 小鹏汽车董事长兼首席执行官何小鹏近日也对外表示,2026年小鹏汽车会把全球第一台"汽车+飞机"组 合折叠的飞行汽车真正量产并且开始交付。 小鹏、广汽锁定2026年交付 万亿级低空经济正推动飞行汽车加速发展,国内包括吉利、长安汽车、广汽、小鹏、奇瑞等多家车企积 极拓展低空飞行领域,通过自研或联合研发、投资等多种方式,构建电动垂直起降飞行器 (eVTOL)、汽车加无人机、飞行汽车等多种形态,呈现出多元化的技术路径。 "我认为10-30年后,人们可以住在离城市中心100公里的地方,(使用飞行汽车)可以10分钟以内到 达,安全、快速、无人化。所以,低空飞行会为城市和城市之间或者城市周边的生活带来巨大的改 变。"何小鹏称,小鹏汽车已做了7代原型机,投入数十亿元成本,将在2026年开始量产交付飞行汽车。 除小鹏外,广汽也在推动飞行汽车商业化落地。今年6月,广汽宣布自 ...
寻求第二增长曲线,小鹏、长安等瞄准万亿市场加速飞行汽车布局
Bei Ke Cai Jing· 2025-09-30 14:12
Core Viewpoint - Chinese automotive companies are accelerating their investments in the flying car sector, with several firms announcing plans for production and development timelines for flying vehicles by 2026 and beyond [1][2][4]. Group 1: Company Developments - Changan Automobile announced the establishment of a joint venture for flying cars and plans to launch a flight-capable vehicle by 2030 [1]. - Xiaopeng Motors aims to mass-produce the world's first "car + airplane" combination flying car by 2026, having developed seven prototype models with significant investment [2][4]. - GAC has also made strides in the flying car market, with plans to deliver its GOVY AirCab by the end of 2026, priced under 1.68 million yuan [4]. - Other companies like Geely and FAW are still in the research and testing phases, with FAW's flying car expected to make its first flight this year [5]. Group 2: Market Potential - Morgan Stanley predicts that the flying car industry could reach a market size of $300 billion by 2030 and $9 trillion by 2050, with China potentially becoming the largest urban low-altitude transportation market [2]. - The low-altitude economy is expected to create three trillion-dollar segments: low-altitude vehicle manufacturing, infrastructure, and operational services [8]. Group 3: Industry Trends - The flying car sector is seen as a response to the saturation of the smart automotive market, with companies seeking new growth avenues [7]. - The Chinese government has recognized the low-altitude economy as a strategic emerging industry, providing a favorable policy environment for its development [7]. Group 4: Challenges - Despite the promising outlook, flying cars face challenges such as high costs and regulatory hurdles that must be addressed for widespread adoption [3][10]. - The current high costs are attributed to the immature supply chain and the need for technological advancements in core components [10][11].
阿里自曝被DeepSeek逼急了,春节加班搞研发;曝中金系高管加盟蔚来,或将负责融资找钱;Temu美区全托管7月底将全面恢复运营
雷峰网· 2025-06-13 00:40
Key Points - The article discusses various significant developments in the automotive and technology sectors, highlighting key personnel changes, financial challenges, and strategic moves by companies like NIO, Alibaba, and others [4][5][8][18][22]. Group 1: NIO Developments - NIO has appointed Bagrin Angelov as Vice President of Capital Markets, expected to enhance the company's financing capabilities [4]. - The company faces severe financial challenges, with a reported net loss of 6.27 billion yuan and a cash reserve of only 26 billion yuan as of Q1 [5]. - NIO's gross margin has dropped to 10%, and it is actively seeking external funding to support operations [5]. Group 2: Alibaba's Response to Competition - Alibaba's Chairman, C. Z. Cai, revealed that the company felt pressured by DeepSeek's advancements, prompting engineers to work through the Spring Festival to accelerate development [8]. - The company launched the Qwen series of AI models in response to competitive pressures, emphasizing the importance of open-sourcing to enhance AI adoption [8]. Group 3: Automotive Industry Challenges - Neta Auto has announced a shift to remote work and is entering a restructuring process amid financial difficulties [9]. - Multiple Mercedes-Benz owners reported issues with their vehicle's infotainment systems, indicating potential widespread technical problems [12][13]. Group 4: Emerging Technologies and Investments - GAC's first mass-produced flying car, the GOVY AirCab, is set to be priced under 1.68 million yuan, with plans for operational trials in the Guangdong-Hong Kong-Macao Greater Bay Area [22]. - Nvidia and Samsung are investing in AI robotics company Skild AI, which is valued at approximately $4.5 billion, indicating a growing interest in the robotics sector [35]. Group 5: Regulatory and Market Developments - Temu is set to fully restore its operations in the U.S. by the end of July, following adjustments to its business model [27]. - Ant International plans to apply for a stablecoin license in Hong Kong, aiming to contribute to the region's financial ecosystem [10].
广汽首款量产飞行汽车预售价不超168万,2026年底开启交付
Xin Lang Cai Jing· 2025-06-12 08:18
Group 1: GAC's GOVY AirCab Launch - GAC officially launched its mass-produced flying car, GOVY AirCab, at the 2025 Hong Kong International Auto and Supply Chain Expo, with a price not exceeding 1.68 million RMB [1] - The GOVY AirCab is the first mass-produced unmanned multi-rotor flying vehicle, featuring over 90% carbon fiber composite materials and multiple redundancy safety designs [1] - The flying car is set to begin demonstration operations in the Guangdong-Hong Kong-Macao Greater Bay Area this year, with deliveries expected to start by the end of 2026 [1] Group 2: Industry Trends and Competitors - Xpeng Motors is also advancing the commercialization of flying cars, with its "Land Carrier" flying car priced under 2 million RMB and a planned annual production capacity of 10,000 units [2] - The low-altitude economy, valued in trillions, is accelerating the development of flying cars, with several domestic automakers like Geely and Changan entering the market [2] - Morgan Stanley predicts that the flying car industry will create a market size of $300 billion by 2030 and grow to $9 trillion by 2050, with China potentially becoming the largest urban low-altitude transportation market [2]