业内普遍认为，低空经济作为未来经济增长新引擎，有望催生出更大规模的蓝海市场。 低空经济在2024年、2025年均被写入政府工作报告，并亮相"十五五"规划建议，成为了公认的最具潜力的未来产业赛道之一。纵观2025 年，低空经济在多元化的场景中百花齐放，并作为新质生产力的代表之一深入海外市场。资本市场上，投资机构持续助推头部整机企业商业 化，并加码布局飞控系统等产业链上游的核心技术环节，产业基础正不断夯实。 应用：海内外遍开花 从海鲜"打飞的"送到餐桌、海洋牧场上空精准投饵作业，到"低空+医疗"打通生命通道、低空观光航线领略壮美山河，2025年，低空经济应 用不断赋能千行百业，并逐渐实现常态化应用。在中东、东南亚等地区，"中国造"低空应用不断落子。从石油管道巡检到城市空中交通，中 国企业已展现出先发优势和领先应用。 今年10月，峰飞航空科技宣布获阿联酋猎鹰航空50架eVTOL订单，首批产品将于2025年底启动交付，用于阿布扎比国家石油公司运输。峰 飞航空科技的商业化进程也走在前列，该公司于7月交付了全球首架获颁"适航三证"（TC、PC和AC）的吨级以上eVTOL V2000CG凯瑞鸥， 具备合法飞行和运营的基础资 ...

业内普遍认为，低空经济作为未来经济增长新引擎，有望催生出更大规模的蓝海市场。 低空经济在2024年、2025年均被写入政府工作报告，并亮相"十五五"规划建议，成为了公认的最具潜力 的未来产业赛道之一。纵观2025年，低空经济在多元化的场景中百花齐放，并作为新质生产力的代表之 一深入海外市场。资本市场上，投资机构持续助推头部整机企业商业化，并加码布局飞控系统等产业链 上游的核心技术环节，产业基础正不断夯实。 在低空经济快速发展的另一面，商业模式、基础设施、标准细则等产业瓶颈也浮现出来。业内普遍认 为，未来中国低空经济需在技术创新、基础设施完善、安全监管强化、商业模式探索等方面协同发力。 只有坚持技术攻关与安全保障并重，积极培育可持续的应用场景，才能推动这片万亿级蓝海行稳致远。 应用：海内外遍开花 从海鲜"打飞的"送到餐桌、海洋牧场上空精准投饵作业，到"低空+医疗"打通生命通道、低空观光航线 领略壮美山河，2025年，低空经济应用不断赋能千行百业，并逐渐实现常态化应用。在中东、东南亚等 地区，"中国造"低空应用不断落子。从石油管道巡检到城市空中交通，中国企业已展现出先发优势和领 先应用。 今年10月，峰飞航空科技 ...

融资：全链条迎活水 在"低空经济元年"的2024年，eVTOL这一低空经济的核心载体受到资本市场密切关注，eVTOL整机厂 商频频传出融资捷报。2025年以来，资本逐渐将更多目光投向上游的飞行控制系统、电池管理系统、精 密零部件等细分环节。 低空经济在2024年、2025年均被写入政府工作报告，并亮相"十五五"规划建议，成为公认最具潜力的未 来产业赛道之一。纵观2025年，低空经济在多元化的场景中百花齐放，并作为新质生产力的代表之一深 入海外市场。资本市场上，投资机构持续助推头部整机企业商业化，并加码布局飞控系统等产业链上游 的核心技术环节，产业基础正不断夯实。 在低空经济快速发展的另一面，商业模式、基础设施、标准细则等产业瓶颈也逐步浮现。业内普遍认 为，未来中国低空经济需在技术创新、基础设施完善、安全监管强化、商业模式探索等方面协同发力。 只有坚持技术攻关与安全保障并重，积极培育可持续的应用场景，才能推动这片万亿级蓝海行稳致远。 应用：海内外遍地开花 从海鲜"打飞的"送到餐桌、海洋牧场上空精准投饵作业，到"低空+医疗"打通生命通道、低空观光航线 领略壮美山河，2025年，低空经济应用不断赋能千行百业，并逐渐 ...

今年以来，江苏组织开展低空制造产业先进技术产品创新应用场景案例征集，鼓励低空制造产业链 企业与应用单位联合推进应用场景落地，共发掘优秀案例项目18项。省内低空制造企业积极推进新技术 新产品研发和应用：整机制造方面，研发形成消防灭火、水上、驱鸟等一批特色无人机产品，在全国多 地广泛应用；平台及基础设施方面，打造出多种无人机管理系统和低空飞行管理平台等，系统性支撑多 地区治理管理；关键系统及零部件方面，培育形成一批飞控系统、通信系统以及高端材料，为产业链提 供有力支撑。 省工信厅相关负责人表示，下一步将持续完善低空制造产业创新生态，推动更多先进技术产品在应 急救援、智慧物流、低空文旅等场景中落地应用，让低空经济成为全省培育新质生产力的重要增长点。 全省低空制造产业先进技术产品创新应用对接活动日前在南京白下高新区举办。活动发布《江苏省 2025年低空制造产业先进技术产品创新应用案例》，并启动《江苏省低空制造产业技术路线图》编制工 作。 活动期间，南京航空航天大学张洪海教授就低空经济建设实践探索进行主题分享；南京莱斯、江苏 数字鹰、拓恒技术、星逻智能、南京土星等5家企业代表分享低空产品研发制造和应用场景建设方面的 经 ...

本报讯(记者付奇)全省低空制造产业先进技术产品创新应用对接活动日前在南京白下高新区举办。活动 发布《江苏省2025年低空制造产业先进技术产品创新应用案例》，并启动《江苏省低空制造产业技术路 线图》编制工作。 活动期间，南京航空航天大学张洪海教授就低空经济建设实践探索进行主题分享；南京莱斯、江苏数字 鹰、拓恒技术、星逻智能、南京土星等5家企业代表分享低空产品研发制造和应用场景建设方面的经验 做法；省航产集团、南京交投集团、无锡低空产发公司、苏州航产集团发布低空场景建设规划和需求。 自由交流环节，企业、高校、政府部门及应用单位围绕核心技术攻关、场景资源共享、项目合作落地等 展开洽谈，达成多项合作意向。 今年以来，江苏组织开展低空制造产业先进技术产品创新应用场景案例征集，鼓励低空制造产业链企业 与应用单位联合推进应用场景落地，共发掘优秀案例项目18项。省内低空制造企业积极推进新技术新产 品研发和应用：整机制造方面，研发形成消防灭火、水上、驱鸟等一批特色无人机产品，在全国多地广 泛应用；平台及基础设施方面，打造出多种无人机管理系统和低空飞行管理平台等，系统性支撑多地区 治理管理；关键系统及零部件方面，培育形成一批飞控 ...

现场，南京航空航天大学张洪海教授就低空经济建设实践探索进行主题分享，南京莱斯、江苏数字鹰、 拓恒技术、星逻智能、南京土星等5家企业代表分享了低空产品研发制造和应用场景建设方面的经验做 法，江苏省航产集团、南京交投集团、无锡低空产发公司、苏州航产集团发布了低空场景建设规划和需 求，供需双方进行精准对接。活动期间，江苏省内低空制造重点企业现场展示了先进技术产品及场景案 例，与低空建设需求方进行深入对接。 扬子晚报网 12 月 11 日讯（记者 徐兢）全省低空制造产业先进技术产品创新应用对接活动近日在南京 市白下高新区举办。活动发布了《江苏省2025年低空制造产业先进技术产品创新应用案例》，并启动 《江苏省低空制造产业技术路线图》编制工作。 今年，江苏省工信厅按照《省政府办公厅关于加快推动低空经济高质量发展的实施意见》《省工业和信 息化厅关于印发加快推进低空制造产业高质量发展行动方案的通知》等文件部署，组织开展低空制造产 业先进技术产品创新应用场景案例征集，鼓励低空制造产业链企业与应用单位联合推进应用场景落地， 共发掘优秀案例项目18项。江苏省内低空制造企业大力推进新技术新产品研发和应用落地，取得较为突 出的创新成 ...

Core Viewpoint - The company aims to deepen its low-altitude operation business through regional development and strategic upgrades by leveraging the new management team's expertise in key technologies related to drone assembly and flight control systems [1] Group 1: Company Strategy - The company plans to establish a wholly-owned subsidiary, Jifeng Low-altitude Technology (Yancheng) Co., Ltd., with an investment of 50 million yuan to serve as an investment and operation platform for the low-altitude industry in Yancheng, Jiangsu [1] - The new subsidiary will integrate the company's extensive experience in channel networks, service systems, and terminal promotion within modern agricultural service projects [1] Group 2: Industry Focus - The establishment of the subsidiary is part of the company's strategy to promote regional deep cultivation and strategic upgrades in its low-altitude business [1]

Core Insights - The article discusses the development and commercialization of eVTOL (electric Vertical Take-Off and Landing) flight control systems in China, highlighting the efforts of the company Bianjie Zhikong and its founder, Weng Haimin [5][14]. Company Overview - Bianjie Zhikong was founded in 2020 by Weng Haimin and 12 partners, focusing on filling the gap in China's eVTOL flight control systems [5][6]. - The company has completed several rounds of financing, including a recent A+ round, raising hundreds of millions of yuan, with investors such as Sequoia Capital and Dongfang Fuhai [4][8]. - The team has grown from a dozen to over a hundred members and has become a core flight control supplier for major manufacturers like Wolant and GAC [5][8]. Industry Context - The low-altitude economy is recognized as a new growth engine, with the term being included in government work reports for the first time in 2024 [8]. - The eVTOL industry is seen as approaching a critical point, transitioning from "0 to 1," with significant potential for growth beyond traditional transportation methods [9][12]. Technical Insights - The flight control system is likened to the "brain" of the aircraft, responsible for motion control and safety decisions, integrating information from all critical systems [6][11]. - Bianjie Zhikong emphasizes the importance of technology autonomy, with all R&D conducted by Chinese engineers, ensuring supply chain security [6][12]. Market Challenges - The commercialization of eVTOL is expected to be gradual, with key bottlenecks being airworthiness certification and practical application scenarios [14]. - Weng Haimin predicts that eVTOL services may not enter the commercial phase until 2028 or even 2030, requiring patience in technology and product development [14]. Competitive Landscape - Bianjie Zhikong claims to have the highest technology maturity and fastest airworthiness progress among competitors, with plans to establish its own production line to meet customer demands [12][14]. - The early stage of the eVTOL market allowed for collaborative problem-solving between suppliers and manufacturers, fostering innovation [11][12]. Future Outlook - The company aims to ensure the safe and healthy development of the low-altitude economy, positioning itself as a reliable "Chinese brain" for eVTOL technology [14].

Core Viewpoint - The low-altitude economy is not just a trend but a new generation of transportation infrastructure, with a focus on making flight a sustainable and affordable service [3][10]. Group 1: Industry Development - The strategic cooperation between Guangdong Gaoyu Technology Co., Ltd. and Shenzhen Bianjie Zhikong Technology Co., Ltd. aims to achieve mass delivery of the GAC-A6 manned autonomous flying vehicle by 2026 [2]. - The term "low-altitude economy" has gained traction in high-level policy discussions, indicating a growing recognition of the eVTOL market's potential [3][10]. - The eVTOL market has seen a significant influx of new players from various industries, enhancing the diversity of thought and innovation within the sector [11]. Group 2: Technical Challenges - eVTOL must adhere to civil aviation safety standards, which necessitates a complex certification process from the development stage [3][14]. - The eVTOL flight control system is critical and must meet stringent safety requirements, which differ significantly from those in the automotive and drone industries [11][13]. - The industry consensus is that achieving "airworthiness certification" is essential for eVTOL development, with expectations for the first certifications to be obtained between 2026 and 2027 [15]. Group 3: Market Dynamics - The eVTOL market has experienced low growth from 2021 to 2023, but the situation began to change significantly by the end of 2023, with government support and strategic initiatives emerging [10][12]. - The influx of resources into the eVTOL sector has raised industry expectations, necessitating careful management of these expectations by leading companies [12][16]. - The industry is transitioning from a focus on complete aircraft competition to an ecosystem competition based on core subsystems, reflecting a shift in competitive dynamics [12].

Core Insights - Guangdong Gaoyu Technology Co., Ltd. and Shenzhen Bianjie Zhikong Technology Co., Ltd. signed a strategic cooperation agreement to advance the airworthiness certification and mass production of the GAC-A6 manned autonomous flying vehicle, aiming for bulk delivery by 2026 [2] - The collaboration began in 2021, during a time when the "low-altitude economy" was not yet a prominent concept, but has since gained traction with increased interest from various industries [2][3] - The CEO of Bianjie Zhikong, Weng Haimin, emphasizes the complexity and high safety requirements of eVTOL (electric vertical takeoff and landing) vehicles, which must adhere to civil aviation safety standards from the development stage [2][3] Industry Development - The concept of "low-altitude economy" is now recognized as a next-generation transportation infrastructure, with a persistent demand for aerial mobility [3] - The eVTOL market has seen a shift from low growth to increased interest, particularly after the Chinese government recognized it as a strategic emerging industry in 2023 [6][8] - New entrants from various sectors have brought diverse perspectives and ideas to the eVTOL industry, although some innovations may not align with aviation safety standards [7][8] Company Strategy - Bianjie Zhikong focuses on developing flight control systems, which are critical for eVTOL vehicles, and has built a team with experience from traditional aviation and other industries [4][8] - The company has successfully secured significant funding, allowing it to expand its research and development team and broaden its business scope to include electric business jets and AI products [8] - The company aims to achieve high safety standards through a rigorous development process, ensuring that all systems are well-defined, traceable, and validated [10][12] Regulatory Environment - The eVTOL industry is moving towards a clear regulatory framework, requiring compliance with civil aviation safety standards and the acquisition of three airworthiness certificates [9][12] - The process for obtaining these certifications is lengthy and complex, typically taking two to three years from design to certification [11][12] - Industry consensus is forming around the necessity of achieving civil aviation-level safety as a baseline for eVTOL development [12][13] Future Outlook - The timeline for large-scale commercialization of eVTOL vehicles may extend beyond 2026, as companies work towards obtaining necessary certifications [13][14] - The industry is expected to experience rational development, with companies needing to manage external expectations effectively [8][14] - Weng Haimin believes that the future of the eVTOL industry will belong to companies that have clear goals and can navigate through cyclical challenges [15]