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国轩高科,签约eVTOL独角兽
DT新材料· 2025-06-20 14:32
国轩高科股份有限公司 高级工程师、经理王辉将参加由 DT新材料 主办的 2025第四届固态电池大 会暨硅基负极产业创新大会 ( 7月3-5日 浙江宁波 ),欢迎现场交流。 欢迎扫码报名 【DT新材料】 获悉,6月18日, 国轩高科 与 亿航智能 达成战略合作,双方将在前期合作的基础上, 进一 步聚焦亿航智能旗舰产品EH216系列无人驾驶电动垂直起降航空器(eVTOL)的动力系统升级,并规划未来 多机型领域深化协作,以尖端能源科技赋能低空经济产业生态 。 据悉,在 2023年12月,国轩高科就曾与亿航智能已签署战略协议,约定共同开发eVTOL动力电芯、电池包 及充电基础设施。 此次明确采用46系列圆柱电芯, 搭载新型电池的EH216系列航空器将实现显著的性能提升, 标志着合作进 入产品落地阶段。 国轩高科本次定制的46系列圆柱电芯具备显著性能优势: 能量密度达310Wh/kg,常温下18分钟可快充至 80%电量,且通过UN38.3极限安全测试,确保无热扩散风险 。专为eVTOL的"三高一快"(高安全、高能量 密度、高放电倍率、快充)需求设计,其中放电倍率直接决定飞行器能否顺利起飞,能量密度则影响航程 距离。 技 ...
国轩高科为亿航智能定制飞行汽车电池,电池企业“扎堆”低空经济万亿市场
Hua Xia Shi Bao· 2025-06-19 14:09
Core Viewpoint - Guoxuan High-Tech and EHang Intelligent have reached a strategic cooperation to upgrade the power system of EHang's EH216 eVTOL aircraft, aiming to enhance the low-altitude economy and promote high-quality development in the industry [2][3] Group 1: Strategic Cooperation - The cooperation is an upgrade based on a framework agreement signed in December 2023, focusing on the power system of EHang's EH216 series eVTOL [2][3] - Guoxuan High-Tech will provide customized battery solutions that meet the Civil Aviation Administration of China standards, emphasizing high safety, energy density, and discharge power [3] - The collaboration aims to expand into more innovative eVTOL models, accelerating the commercialization of urban air mobility and low-altitude logistics networks [3][4] Group 2: Market Dynamics - The low-altitude economy is rapidly developing, with many companies entering the market, including major automotive manufacturers like GAC, Changan, and FAW [2][6] - EHang's sales and delivery of EH216 series aircraft are projected to reach 216 units in 2024, a 315.4% increase from 52 units in 2023, with total revenue expected to be 456 million yuan, up 288.5% [6][7] - The eVTOL components share 70%-80% overlap with electric vehicles, benefiting from advancements in the new energy industry [5] Group 3: Financial Performance - EHang reported a revenue of 26.1 million yuan in Q1 2025, a 57.7% decline year-on-year, with a net loss of 78.4 million yuan, indicating a worsening trend [7] - Despite the Q1 downturn, EHang's CFO expressed confidence in a rebound in Q2 due to upcoming large orders from various provinces [7] Group 4: Industry Trends - The Chinese low-altitude economy is expected to see over 100 flying car companies by 2030, with a market size potentially exceeding one trillion yuan [9] - Major automotive companies are actively announcing progress in flying car projects, indicating a strong integration of aviation and automotive technologies [8]