Core Viewpoint - Zhengli New Energy (03677) has seen its stock price increase by over 5%, currently trading at 11.55 HKD with a transaction volume of 1.41 billion HKD, following its inclusion in the Hong Kong Stock Connect program [1] Group 1: Stock Performance - Zhengli New Energy's shares rose by 5.67% as of the latest report [1] - The trading volume reached 1.41 billion HKD, indicating strong market interest [1] Group 2: Strategic Developments - The company has been added to the Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect eligible securities list, effective from September 8 [1] - The board believes this inclusion will enhance the company's shareholder base and improve stock liquidity, as well as boost its reputation and brand awareness in the capital market [1] Group 3: Partnership and Product Development - On August 18, Zhengli New Energy signed a strategic cooperation agreement with Zero Gravity Aircraft Industry for the aviation energy system [1] - The RX1E series electric fixed-wing aircraft batteries, supplied by Zhengli New Energy, have received airworthiness certification from the Civil Aviation Administration of China, marking the start of mass delivery [1] - This collaboration is expected to enhance the product capabilities of the RX1E series, which is the only commercially viable electric light sport aircraft in China, entering a phase of accelerated mass production [1]

Core Viewpoint - The strategic cooperation agreement between Zero Gravity Aircraft Industry and Zhengli New Energy marks a significant milestone in the commercialization of electric aviation in China, with the RX1E-A electric light sport aircraft entering mass production [1][2]. Group 1: Strategic Partnership - Zero Gravity Aircraft Industry and Zhengli New Energy have signed a strategic cooperation agreement for the aviation energy system [1]. - The RX1E series electric fixed-wing aircraft battery, exclusively supplied by Zhengli New Energy, has received airworthiness certification from the Civil Aviation Administration of China [1]. Group 2: Product Features - Zhengli New Energy's aviation battery is the only one in China to have both AS9100D aerospace quality management system certification and airworthiness certification [2]. - The battery features "three highs and one fast" (high energy density, high safety, high discharge rate, and fast charging), with an energy density of 320Wh/kg and the ability to charge to 80% in 15 minutes [2]. - The battery maintains a high discharge rate of 12C even at 20% low battery status, enhancing the aircraft's endurance and stability [2]. Group 3: Market Implications - The collaboration strengthens the product capabilities of the RX1E-A, positioning it as a benchmark product in the low-altitude economy era, combining safety, economic viability, and environmental friendliness [2].

Core Insights - The strategic cooperation agreement between Zero Gravity Aircraft Industry and Zhengli New Energy marks a significant milestone in the commercialization of electric aviation in China, with the RX1E series electric fixed-wing aircraft receiving airworthiness certification from the Civil Aviation Administration of China [1][5] - The RX1E-A, China's first fully domestically developed electric light sport aircraft, is set to enter a new era of accelerated mass production, aligning with the green low-altitude economy's commercialization process [1][5] Company Overview - Zero Gravity Aircraft Industry is a leading enterprise in the development of new energy aircraft, focusing on electric fixed-wing aircraft (eCTOL) and electric vertical take-off and landing vehicles (eVTOL) [4] - The RX1E-A features a maximum range of 280 km, a cruising speed of 120 km/h, and a flight duration of 150 minutes, making it suitable for various applications such as pilot training and experience flights [4] Technological Advancements - Zhengli New Energy's aviation battery is the only one in China to have passed both AS9100D aerospace quality management system certification and aviation battery airworthiness certification, facilitating the last mile of electric aviation commercialization [3] - The battery boasts an energy density of 320 Wh/kg and can be charged to 80% in 15 minutes, enhancing the aircraft's endurance and stability [3] Market Potential - The RX1E-A has already secured over 100 confirmed orders and more than 1,000 intention orders, marking the beginning of its delivery year and steady progress towards large-scale operations [5] - The aircraft's low operating costs and zero carbon emissions align with China's dual carbon goals and the green development needs of the low-altitude economy [5] Collaborative Efforts - A tripartite collaboration involving Zero Gravity Aircraft Industry, Zhengli New Energy, and Liaoning General Aviation Research Institute aims to promote the application of domestic three-electric systems (battery, motor, control) in aviation scenarios, marking a significant milestone for China's new energy aviation industry [9][11] - This collaboration is expected to enhance the stability and reliability of the systems, facilitating the transition from technology research to practical application [11] Product Diversification - Zero Gravity Aircraft Industry aims to create a comprehensive low-altitude transportation ecosystem, integrating resources and promoting collaborative innovation across various applications, including flight training and tourism [12] - The company is also advancing other models, such as the multi-rotor eVTOL ZG-ONE and the tilt-rotor eVTOL ZG-T6, targeting low-altitude tourism and urban transportation scenarios [12][13]