【DT新材料】 获悉， 1月25日消息， 欣旺达 披露其 航空级固态电池核心量产成果，旗下Gen1、Gen2两代半固态电池产品正式实现规模化生产 ，最高能量密度 达380Wh/kg，成为国内少数在该领域实现量产落地的企业之一。 相关产品已全面适配城市载人飞行器、农林植保、海上运输等多种低空经济场景，标志着其在固态电池技术的商业化进程上迈入行业第一梯队。 在量产能力上 ，欣旺达位于深圳宝安的航空电池专用产线已实现满产，年产能达3GWh。该产线采用卷对卷干法连续生产工艺，材料利用率超过95%，产线良率 突破92%，远超行业平均水平。同时，该产线与现有动力电池产线设备复用率高，显著降低了投资与运营成本。 在产品布局上，公司形成了清晰的差异化矩阵： Gen1电池能量密度为320Wh/kg，已完成百公斤级飞行器的百公里实测验证 ，主打高稳定与高性价比，主要面向 农林植保、工业巡检等无人机场景； Gen2电池能量密度提升至380Wh/kg，搭载自主研发的软固态电池技术，可实现10分钟充电至80% ，续航达320公里，有效解 决了载人电动垂直起降航空器（eVTOL）的续航与补能痛点，已获得 亿航智能、沃飞长空 等头部企业的 ...

Core Insights - The low-altitude economy is rapidly developing, with significant policy support and technological breakthroughs, leading to a projected market size of 1.5 trillion yuan by 2025, with nearly 20,000 drone operating companies and annual eVTOL orders exceeding 30 billion yuan [1][10] - The low-altitude manufacturing sector, which constitutes 50%-80% of the total industry output, is expected to transition from "following" to "leading" in key technology areas by 2025, focusing on power systems, avionics, and energy systems [2][4] - The drone sector is experiencing a scale explosion driven by core scene development and technological empowerment, with over 36,000 existing drone-related companies in China [5][9] Policy and Market Dynamics - The low-altitude economy has been included in government work reports for two consecutive years, indicating ongoing policy incentives and a shift from pilot testing to large-scale operations by 2026 [1][10] - The establishment of a comprehensive low-altitude flight infrastructure network, including smart nests and low-altitude communication networks, is crucial for the industry's growth [8] Technological Advancements - Key components such as motors, electronic controls, and communication navigation chips are seeing accelerated domestic replacement, enhancing the competitive barrier in the low-altitude manufacturing sector [4] - Innovations in materials and energy technologies, including solid-state batteries and high-performance composite materials, are critical for addressing the limitations of low-altitude equipment [2] Application Scenarios - Low-altitude logistics, particularly in last-mile delivery, cold chain transport, and intercity routes, is identified as a key growth area, with companies like Meituan and JD.com successfully implementing drone logistics [7] - Agricultural and industrial applications are also expanding, with drones improving efficiency in pest control and inspection tasks [7] Industry Growth and Investment Opportunities - The number of registered low-altitude economy-related companies has surged, with over 100,000 currently active and a 162.36% year-on-year increase in 2025 [9] - Investors can leverage tools to trace capital flows and identify core technology companies within the low-altitude manufacturing sector [4]

Core Insights - The low-altitude economy is rapidly developing, with significant policy support and technological breakthroughs, transitioning from pilot testing to large-scale operations by 2026 [1][6] - The low-altitude manufacturing sector is crucial, accounting for 50%-80% of the total industry output value, with a focus on key areas such as power systems and avionics by 2025 [3][4] - The drone sector is experiencing a surge, with over 36,000 existing companies in China, and logistics applications are expected to drive substantial growth [6][7] Industry Overview - As of now, there are over 36,000 drone-related companies in China, with Guangdong province leading with over 7,400 companies, representing 20.06% of the total [6][7] - The low-altitude economy is projected to reach a market size of 1.5 trillion yuan by 2025, with nearly 20,000 drone operating companies and eVTOL annual orders exceeding 30 billion yuan [4] - The number of low-altitude economy-related companies is expected to grow significantly, with a projected increase of over 25,000 new registrations by 2025, marking a year-on-year growth of 162.36% [6][7] Technological Advancements - Key breakthroughs in materials and energy technologies are essential for low-altitude manufacturing, with advancements in solid-state batteries and high-performance composite materials enhancing operational capabilities [4] - The patent landscape in the low-altitude economy is robust, with over 179,000 related patent applications, indicating a strong technological foundation [4][6] Future Outlook - The low-altitude economy is anticipated to enter a "normal operation" phase in 2026, driven by refined airspace management and diverse business models [7] - The integration of "low-altitude+" effects is expected to create a complementary and symbiotic ecosystem, contributing to high-quality economic development in China [7]

Core Insights - The low-altitude economy is rapidly developing, with significant policy support and technological breakthroughs leading to a projected market size of 1.5 trillion yuan by 2025, marking substantial growth from previous years [1] - The low-altitude manufacturing sector is crucial, accounting for 50%-80% of the total industry output value, with advancements in key technologies such as power systems and avionics expected to shift from "following" to "leading" by 2025 [2][4] - The drone sector is experiencing a scale explosion driven by innovative applications and deep technological integration, with over 36,000 drone-related companies currently operating in China [5][7] Policy and Market Trends - The low-altitude economy has been included in government work reports for two consecutive years, indicating ongoing policy support and the transition from pilot programs to regular operations by 2026 [1][11] - The establishment of a comprehensive low-altitude flight infrastructure and the optimization of airspace management policies are essential for the industry's growth, with a focus on creating a "sky network + ground network" support system by 2025 [8][9] Technological Advancements - Key components such as motors, electronic controls, and communication navigation chips are seeing increased domestic production rates, enhancing the competitive landscape of the low-altitude manufacturing industry [4] - Innovations in materials and energy technologies, including solid-state batteries and high-performance composite materials, are critical for addressing the limitations of low-altitude equipment and facilitating commercial viability [2] Application Scenarios - Low-altitude logistics, particularly in last-mile delivery and cold chain transport, is identified as a key growth area, with companies like Meituan and JD.com successfully implementing drone delivery services [7] - The agricultural and industrial inspection sectors are also benefiting from drone technology, improving efficiency and reducing costs in high-risk environments [7] Industry Growth and Safety - The number of registered low-altitude economy-related companies has surged, with over 100,000 currently in operation, reflecting a 162.36% year-on-year increase in 2025 [9][11] - Safety and compliance management are becoming increasingly important for the sustainable development of the low-altitude flight industry, with AI technologies being integrated into safety oversight [9][11]

Core Viewpoint - The low-altitude economy is being reshaped in China by the combined forces of policy, technology, and demand, transitioning from a new growth engine to a core component of the national comprehensive three-dimensional transportation network by 2025 [3][4]. Policy Environment - The low-altitude economy is included in the national "14th Five-Year Plan" and is a key focus of the Ministry of Industry and Information Technology's "20+8" industrial development plan, promoting key technologies like aviation-grade solid-state batteries and intelligent flight control systems [4]. - Over 30 cities, including Shenzhen, Hefei, and Guangzhou, have introduced special policies, with Shenzhen planning to establish 1,200 low-altitude takeoff and landing points by 2026 [4]. - The Civil Aviation Administration of China is piloting "dynamic electronic fence" technology to enhance airspace efficiency by 40% in Chengdu, while Shenzhen is implementing "sandbox regulation" for innovative companies [4]. Technology Environment - Breakthroughs in power systems include aviation-grade solid-state batteries with energy densities exceeding 400Wh/kg, extending eVTOL range from 50 km to 300 km [5]. - The integration of 5G-A networks and Beidou high-precision positioning enhances low-altitude aircraft's autonomous capabilities, with Shanghai achieving high-density scheduling of 300 aircraft per square kilometer [5]. - The cost of carbon fiber composite materials has decreased by 40%, significantly improving the economic efficiency of aircraft [5]. Market Environment - The consumer market for drones is growing, with Meituan's drone delivery service achieving over 3,000 daily deliveries in Shenzhen, reducing costs by 40% compared to traditional methods [6]. - Agricultural drones are utilizing multi-spectral imaging technology to reduce pesticide usage by 30%, while the area serviced by agricultural drones reached 1 billion mu, accounting for over 50% of the national arable land [6][7]. Regional Competition - The Guangdong-Hong Kong-Macao Greater Bay Area is leading in low-altitude economy development, supported by major companies like DJI and EHang [8]. - The central and western regions are catching up, with Sichuan housing over 200 low-altitude equipment manufacturers and establishing the first low-altitude economic industrial park [8]. Subject Competition - Traditional aviation manufacturers are accelerating eVTOL manufacturing through special funds, while tech companies like DJI hold a 70% market share in consumer drones [9]. - Startups like EHang are focusing on urban air mobility, achieving the world's first manned eVTOL certification [9]. Service Competition - Leading companies are building competitive barriers through a combination of technology, scenarios, and capital, with Meituan leveraging drone delivery data for value-added services [10]. Technical Trends - The eVTOL's range has surpassed 300 km, with hydrogen energy technology enabling long-duration operations in extreme conditions [11]. - The low-altitude intelligent network allows real-time monitoring and precise scheduling of aircraft [11]. Market Trends - Application scenarios are expanding from logistics and tourism to urban transportation and emergency management, with Shenzhen planning to establish 600 takeoff and landing points by 2026 [12]. - The low-altitude economy's output in Shenzhen reached 80 billion yuan in 2023, accounting for over 15% of the national total [12]. Ecological Trends - The integration of eVTOL, drones, and new energy vehicles is creating a collaborative industrial chain, enhancing energy efficiency [13]. - Chinese companies hold over 70% of the global drone market, with efforts underway to internationalize eVTOL certification standards [13]. Investment Recommendations - Investors are advised to focus on high-energy-density batteries and domestic flight control systems, as well as smart cluster control technologies [14]. - Short-term investments should target logistics and emergency rescue scenarios, while long-term strategies may include low-altitude tourism and precision agriculture [15].