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上海eVTOL“四小龙”搅动天空,低空经济叩响万亿元市场
Hua Xia Shi Bao· 2025-07-25 10:22
Core Insights - The low-altitude economy is increasingly penetrating various sectors, including emergency rescue, agricultural protection, and logistics delivery, showcasing its versatility and potential for efficiency improvements [2][3][5]. Group 1: Industry Developments - The first International Low Altitude Economy Expo highlighted over 19 global product launches and 25 domestic product debuts, featuring innovations like eVTOLs and flying cars [2]. - The eVTOL models showcased can significantly reduce travel time, with one model capable of shortening a 2-3 hour car journey to just 15-30 minutes, targeting urban commuting and intercity travel [3]. - The introduction of hydrogen-powered drones, such as the H100, represents a shift towards more sustainable aviation solutions, with a 60% weight reduction in battery systems compared to lithium batteries [7][8]. Group 2: Infrastructure and Regulatory Framework - The development of low-altitude infrastructure is crucial for the growth of the low-altitude economy, yet significant gaps remain, including inflexible airspace management and insufficient takeoff/landing sites [10][11]. - The "Low Altitude Economic Infrastructure Framework Guideline (2025 Edition)" was released to provide a structured approach to infrastructure planning, focusing on drone and eVTOL needs [11]. - The guideline includes a multi-tiered indicator system to enhance the efficiency and safety of low-altitude operations, emphasizing the integration of AI and safety measures [11]. Group 3: Strategic Collaborations - Several Shanghai-based companies formed strategic partnerships during the expo, including a notable agreement where a company procured 500 eVTOLs for short-distance transport and emergency services, amounting to a total order value of $1.75 billion [12][13]. - Collaborations aim to leverage each partner's strengths in infrastructure development and operational efficiency, with a vision to enhance air travel services across multiple cities by 2030 [13][14]. Group 4: Safety and Regulatory Considerations - The low-altitude economy is projected to reach a market size of 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035, highlighting its growth potential [15]. - Safety remains a top priority, with regulatory bodies emphasizing a phased approach to low-altitude operations, prioritizing cargo transport before passenger services [15][16]. - The industry is encouraged to adopt rigorous safety management practices to ensure sustainable growth and prevent inefficient competition [16][17].