◎记者 宋薇萍 操子怡 中国邮政在16个省份试点使用无人机进行农产品、药品配送；美团无人机在北京、上海等多个城市开通 65条航线，累计完成订单超74万单；顺丰丰翼无人机累计开通超350条航线；亿航智能的EH216-S航空 2025年12月10日，上海市内首批常态化无人机医疗航线开通 2025年11月22日，淀山湖，峰飞航空2吨级eVTOL航空器从零碳水上机场起飞 器已在合肥等地开展低空文旅观光运营…… 新场景：全域渗透赋能百业 在上海松江月湖公园，以凤古路为圆心展开，高度100米、半径1公里的无人机隔离飞行空域内，上海玄 风航空科技有限公司（简称"玄风航空"）的教员们正带领着一众学员，为了实现低空梦而辛苦训练。 玄风航空执行董事、上海玄风职业技能培训有限公司校长曹征对上海证券报记者表示，近年来，学员逐 年增加。2025年以来，学员人数达到400余人，是2024年的两倍多。截至目前，已有300个学员从这里出 师，走向"低空+"各种应用场景一线。 民用无人驾驶航空器综合管理平台（UOM平台）数据显示：到2025年底，中国市场无人机实名登记约 350万架；无人机型号约5000款；整机生产商1800家，无人机运营单位 ...

家庭中的情感角色日益重要，应积极探索宠物友好型交通出行方式。可在机场、大型高铁站 等综合枢纽，试点设立配备独立候机空间、实时远程监控系统及基础护理设施的专用宠物候 机厅，并逐步开发覆盖全旅程的宠物友好型交通服务产品。 在建设交通消费新场景的过程中，面临一些结构性挑战，需要系统性统筹解决。首要挑战是 市场壁垒，具体表现为不同程度的地方保护、市场分割现象，这会影响全国统一大市场的形 成。其次是交通与文旅、农业等相关产业的协同融合有待深化，亟需建立跨行业、跨区域的 利益共享与深度运营协同机制。再次是基础设施与服务体系仍待优化，例如大功率充电网络 覆盖亟待扩大，避免制约消费体验与便利性。因此，需同步推进市场规则统一、产业深度融 合、硬件与服务网络强化这三方面工作，更好地为新场景的健康发展扫清障碍、夯实基础。 《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》（下称"十五五"规划建 议）强调，加快建设交通强国，并明确提出完善现代化综合交通运输体系的要求，加强跨区 域统筹布局与跨方式一体衔接。 "十五五"规划建议更加突出网络化、融合化、智能化、绿色 化的发展方向 ，全面提升交通运输的保障能力、运行效率、服务品质 ...

现场举行签约活动，沃飞长空、一汽旗翼、道通智能、中航工业、联合飞机、零重力等12家企业作为首 批低空场景合作伙伴，将入驻基地开展测试与合作；深城交与南方科技大学海洋高等研究院共同揭 牌"产学研用示范基地"，探索近海低空技术创新；同时，深城交与大鹏新区、沃飞长空、南方科技大学 海洋高等研究院、中航工程、深圳北理莫斯科大学、飞客时代达成战略合作。 据了解，该基地位于深圳市大鹏新区坝光片区，占地面积1.1万平方米，设有综合服务中心、机库、运 营中心、交付中心及展厅等配套空间，拥有真高600米，特定区域真高超3000米，总面积20.2平方公里 的低空适飞空域，向外延展的海域形成约200平方公里的海上试飞空间，基地配备通信、监测、感知、 气象等多类设备，具备低空数字基础服务能力，是开展无人机试飞的理想场地。 12月10日，深圳市大鹏新区无人机测试基地正式启用。该基地是深圳市"1+5+4"低空创新基础设施体系 的重要组成部分，将聚焦技术研发、适航验证、产业集聚、场景创新等关键环节，为中大型无人机、 eVTOL、未来航空器提供"全场景"测试服务，为探索低空空域管理、制定测试技术标准、拓展低空应用 场景输出"大鹏方案"，助力 ...

Core Viewpoint - The low-altitude economy is recognized as a new productive force, with significant development plans outlined for the "14th Five-Year Plan" period, which is expected to catalyze further industrial growth [1] Group 1: Company Overview - WanFeng Aviation is positioned as a leading enterprise in the global general aviation and low-altitude economy sectors, focusing on an integrated industrial cluster centered around aircraft manufacturing and operational services [1] - The company has established a comprehensive product matrix that includes general fixed-wing aircraft, eVTOL, and drones, making it the only private aviation company globally to achieve full industrial chain development and international layout [1] Group 2: Strategic Developments - In March 2025, WanFeng Aviation completed a strategic restructuring with German eVTOL pioneer Volocopter GmbH, accelerating the development of green intelligent aviation technologies [1] - The company is expanding its focus on urban air traffic solutions, intercity air traffic solutions, and specific environment connectivity, among other applications [1] Group 3: Market Position and Growth - WanFeng Aviation is enhancing its aircraft model series to cater to domestic private flying, short-distance transport, and special purposes, while increasing R&D efforts for electric aircraft, eVTOL, and drones [2] - The company is committed to building an urban air traffic system that integrates aircraft manufacturing with intelligent systems and takeoff/landing facilities, seizing new opportunities in the low-altitude economy [2] Group 4: Financial Performance and R&D Investment - In the first half of 2025, WanFeng Aviation's R&D expenses reached 235 million yuan, a year-on-year increase of 14.56%, reflecting a heightened focus on technological innovation and product upgrades [2] - The company is experiencing stable growth driven by a "dual-engine" strategy, with a robust order book and continuous optimization of sales operations [3] Group 5: Industry Outlook - The low-altitude economy is entering a substantial development phase, with over 30 provinces and cities in China incorporating it into government work reports and formulating specific plans [3] - The market size is projected to reach 3.3 to 5 trillion yuan by 2035, indicating rapid growth compared to other industries like new energy vehicles and semiconductors [3]

Core Viewpoint - The article highlights the successful completion of a multi-billion B round financing for VOLANT, indicating strong market recognition of its leading position and commercial potential in the high-grade eVTOL sector, which will accelerate its product development, airworthiness certification, and commercialization processes [2]. Group 1: Company Overview - VOLANT focuses on the research and manufacturing of high-grade electric vertical takeoff and landing (eVTOL) aircraft, with its first product, the VE25-100 "Tianxing," designed for commercial passenger transport and capable of covering all low-altitude economic applications [3]. - The VE25-100 features spacious cabin space, flexible design, excellent payload capacity, and safety levels comparable to commercial airliners, with an operational cost per seat per kilometer estimated to be only 1/8 to 1/10 of similar helicopters, showcasing strong commercial viability [3]. Group 2: Recent Developments - Since the successful first unprotected flight of the VE25-100 prototype AC101 on September 1, the VOLANT team is preparing for manned flight tests, demonstrating rapid progress in rotor testing and pilot operations [4]. - The company is positioned to be among the first in China to obtain airworthiness certification for high-safety-grade aircraft, aiming to lead the commercialization of eVTOL technology [4]. Group 3: Investment and Market Confidence - Investors, including Huaying Capital and existing shareholders, express strong confidence in VOLANT's professional capabilities and execution efficiency in the eVTOL sector, leading to continued investment support [5]. - Huaxing Capital emphasizes VOLANT's solid research and development framework, airworthiness advancement capabilities, and effective commercialization execution, which have established a robust technical barrier and ecological advantage for the company [5].

Core Insights - Wolant Aviation has completed a multi-billion B round financing led by Huaying Capital, with participation from new investors such as SAIC Capital, and existing shareholders including Junlian Capital and Dinghui Baifu, to accelerate product development and commercialization [1][5] - The company has become a new unicorn with a valuation exceeding $1 billion after completing six rounds of financing in 2024, making it the low-altitude economy enterprise with the most financing rounds in the year [1][4] - Wolant Aviation has secured significant orders, including a purchase of 500 eVTOL aircraft from Pan Pacific during the 2025 International Low Altitude Economy Expo, and has over 1,600 orders for its VE25-100 eVTOL model [2][3] Financing and Investment - In 2024, Wolant Aviation completed six financing rounds, with amounts ranging from 100 million to several billion yuan, indicating strong investor interest in the low-altitude economy sector [1][4] - The low-altitude economy sector in China has seen nearly 100 financing events in the first half of 2025, totaling over 7.5 billion yuan, with 26 financing transactions in September alone amounting to 4.917 billion yuan [4] Product Development and Commercialization - Wolant Aviation's VE25-100 eVTOL is positioned for commercial passenger transport, with operational costs per kilometer estimated to be 1/8 to 1/10 of similar helicopters, demonstrating its commercial viability [2] - The company plans to conduct manned flight tests soon, following the successful completion of its first unprotected flight of the prototype [3] Strategic Importance of Low-altitude Economy - Huaying Capital emphasizes the importance of a mature research and safety system for the future of eVTOL companies, highlighting Wolant Aviation's potential to lead in high-safety certification and commercialization in China [5] - The development of the low-altitude economy is seen as strategically significant for China, aiming to secure technological leadership in the electric aviation sector and improve national airspace management [5] Recommendations for State-owned Enterprises - A report by KPMG suggests that state-owned enterprises should leverage their strengths to drive the development of the low-altitude economy, focusing on regional planning, innovation, and regulatory frameworks [6]

Core Viewpoint - Volant Aviation has successfully completed a significant B-round financing, which will accelerate its product development, certification, and commercialization processes, positioning it as a leading player in the low-altitude economy sector in China [1][5]. Financing and Valuation - Volant Aviation completed multiple financing rounds in 2024, totaling six, making it the low-altitude economy company with the most financing events that year. The financing amounts ranged from 100 million to several hundred million yuan [1][6]. - Following the B-round financing, Volant Aviation's valuation exceeded 1 billion USD, marking it as a newly minted unicorn in the industry [1][6]. Commercialization Progress - The company has secured substantial orders, including a notable agreement with Pan Pacific for 500 eVTOL aircraft, aimed at short-distance transportation and emergency rescue services in regions like Thailand and the Maldives [3][4]. - As of August 26, Volant Aviation has signed over 1,600 orders for its VE25-100 eVTOL model, with a total order value exceeding 3 billion yuan [3][4]. Industry Trends - The low-altitude economy sector continues to attract significant investment, with nearly 100 financing events and over 7.5 billion yuan raised in the first half of 2025 alone [6]. - The capital interest in the low-altitude economy is driven by the strategic importance of developing aviation technology and regulatory frameworks in China [6][7]. Strategic Recommendations - A report by KPMG suggests that state-owned enterprises should leverage their resources to enhance the low-altitude economy's development, focusing on differentiated advantages and innovative applications [7].

Group 1: Economic Transformation and Development - Hefei has transformed from an inland city with no natural resources into a "net celebrity city" by focusing on technology and industrial upgrades, showcasing a strong development momentum [1] - The city has achieved a GDP growth that has crossed seven trillion yuan milestones, entering the "trillion club" and becoming one of the most popular cities for young people in the Yangtze River Delta [6] Group 2: Low-altitude Economy - Hefei is a pioneer in the low-altitude economy, with over 300 companies in the sector and more than 200 operational routes for drone logistics and urban air transport [3] - The city plans to build over 30 eVTOL takeoff and landing points within three years, creating a comprehensive urban air transport network [3] - The low-altitude economy in Anhui is projected to reach approximately 55 billion yuan by 2024, supported by a 1 billion yuan industrial fund [3] Group 3: Smart Manufacturing - Hefei emphasizes smart manufacturing as a key direction for industrial transformation, leveraging its advantages in scale and comprehensive industrial systems [4] - Lenovo's manufacturing base in Hefei has become a global hub, achieving an industrial output value of 105.7 billion yuan last year [5] - The city has seen a significant increase in new energy vehicle production, with over 1.35 million units produced last year, marking an 81% growth [5] Group 4: Investment and Innovation - Hefei has developed a unique "investment-driven" model to attract social capital for technological innovation and industrial development, exemplified by investments in projects like BOE and NIO [7] - The city is focusing on quantum industries, with nearly 70 companies in the quantum supply chain and significant achievements in quantum communication and computing [8] - Hefei ranks second globally in the quantum information field, showcasing its strength in both research and industrial development [8]

Group 1 - The 2025 World Intelligent Industry Expo was held in Chongqing, showcasing the VoloCity eVTOL aircraft from WanFeng Aowei, marking its first appearance in China [2] - VoloCity is a two-seat, 18-rotor eVTOL aircraft with a maximum speed of 110 km/h, having received both manned and unmanned flight permits [2] - VoloCity is the world's first electric air taxi to receive EASA certification, excelling in safety, noise reduction, intelligence, and energy sustainability [2] Group 2 - WanFeng Aowei aims to transform human mobility by creating a comprehensive general aviation and low-altitude economy industry cluster, including fixed-wing aircraft, eVTOLs, and drones [3] - The company has established a global presence with seven aircraft manufacturing plants, three flight training bases, and 192 service centers across 90 countries [3] - WanFeng Aowei plays a significant role in industry standards as a member of various aviation committees and associations [3] Group 3 - The company is committed to building a smart, safe, efficient, and green urban air traffic ecosystem, leveraging technological innovation [4] - Volocopter, founded in 2007, is a pioneer in eVTOL development and the first to obtain a manned flight license from EASA [4] - Volocopter's product line includes VoloXpro, VoloCity, VoloRegion, and VoloDrone, catering to diverse scenarios such as passenger transport and air cargo [4] Group 4 - The acquisition of Volocopter's assets and intellectual property was completed in March, enhancing WanFeng Aowei's strategic positioning in low-altitude transportation [5] - The debut of VoloCity signifies a critical step in the company's strategic layout in the low-altitude traffic sector [5] - WanFeng Aowei aims to integrate Volocopter's technology with its own manufacturing and operational expertise to promote the application of eVTOLs in various scenarios [5]

Core Viewpoint - The company, CITIC Offshore Helicopter, is making significant strides in the low-altitude economy by partnering with Peak Aviation to commercialize the use of electric vertical takeoff and landing (eVTOL) aircraft for logistics on offshore oil platforms [1] Group 1: Company Overview - As of August 13, 2025, CITIC Offshore Helicopter's stock price is 23.45 yuan, reflecting a 0.64% increase from the previous trading day [1] - The company reported a trading volume of 638 million yuan and a turnover rate of 3.52%, with a total market capitalization of 18.192 billion yuan [1] - CITIC Offshore Helicopter's main business includes general aviation services, covering sectors such as offshore oil, power line inspection, and emergency rescue [1] Group 2: Strategic Developments - The company has signed a strategic agreement with Peak Aviation and CITIC Financial Leasing for the intention to purchase 100 eVTOL aircraft [1] - The successful completion of the first-ever transportation flight to an offshore oil platform using the Kai Rui Ou model marks a significant milestone in the company's exploration of the low-altitude economy [1] Group 3: Financial Insights - On August 13, the net outflow of main funds was 12.1041 million yuan, with a cumulative net outflow of 84.3442 million yuan over the past five days [1]