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eVTOL电源领域取得显著进展 商业化临界点即将来临
Core Viewpoint - Zhongchuan Innovation Technology Group has signed a strategic cooperation agreement with Guangdong Gaoyu Technology to advance eVTOL power standardization products, indicating a significant collaboration in the eVTOL sector [1] Group 1: Company Developments - Zhongchuan Innovation has provided high energy density power batteries for Guangdong Gaoyu's Aircab, which has received nearly 1000 pre-orders and is currently in the airworthiness certification phase, aiming for mass production by the second half of 2026 [1] - The battery developed by Zhongchuan Innovation features a high nickel/silicon system with an energy density exceeding 300Wh/kg, and the second-generation semi-solid large cylindrical battery can reach 350Wh/kg, showcasing industry-leading technology [1] - Other battery leaders like CATL and Sunwoda have made significant advancements in the eVTOL power sector, with CATL developing a condensed battery and Sunwoda producing a specialized eVTOL battery with an energy density of 320Wh/kg [2] Group 2: Industry Trends - The total number of eVTOL intention orders has surpassed 1500 since early 2025, with a substantial order value, indicating a growing market [2] - By 2030, eVTOL applications are expected to drive a demand increase of 30GWh for lithium batteries, marking a critical point for commercialization [2] - The development of the low-altitude economy is entering an industrialization phase, with solid-state batteries gaining traction in the eVTOL field, potentially creating a billion-yuan market by 2026 [3]