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中国低空经济商业化进阶,订单与供应链量产潮起
21世纪经济报道记者 林典驰 实习生林绮蓓 深圳报道 事实上,也正如我们的预判,今年以来,各家主机厂相继宣布官宣收获订单。据21世纪经济报道记者不 完全梳理,仅沃兰特、时的科技、峰飞航空等三家头部eVTOL厂商就对外披露了8起采购订单。 为配合订单交付,各家eVTOL厂商的量产工厂陆续开工,小鹏汇天工厂建设进展较为迅速。据了解, 小鹏汇天飞行汽车智造基地已经封顶,将于2025年第三季度竣工。与此同时,背后的一批定点供应商逐 渐陆续浮出水面,eVTOL正在从实验室样机一步步走向商业化交付。 21世纪经济报道记者发现,今年以来,峰飞航空官宣了4起采购订单,涉及采购商涵盖融资租赁公司、 地方政府和地方城投公司。 4月底,中信海直(000099.SZ)、中信金租同峰飞航空签署战略合作协议,其中包含中信金租100架大 型eVTOL意向采购订单,涵盖峰飞旗下的凯瑞欧和盛世龙。 次月,中银金租、中国银行上海市闵行、长宁支行分别与沃兰特签署战略合作协议,中银金租将与沃兰 特建立长期密切的战略合作伙伴关系,并拟向沃兰特采购100架VE25型eVTOL航空器。 截至目前,沃兰特VE25-100型已获得行业首批确定订单,近千架意向 ...
电力设备行业周报:低空经济行业周报:(4月第4周)美团获全国首张低空物流全境覆盖OC,欣旺达与航天飞鹏合作
KAIYUAN SECURITIES· 2025-04-27 05:23
Investment Rating - The industry investment rating is "Positive" [6] Core Viewpoints - The low-altitude economy is experiencing significant support from both central and local government policies, with a focus on funding and scene development to accelerate commercialization [3][19] - The recent issuance of 200 billion yuan in special bonds for equipment updates is expected to benefit low-altitude equipment, including consumer drones and eVTOLs [24] - The low-altitude economy is transitioning from conceptualization to commercialization, with various companies showcasing eVTOL products at the Shanghai Auto Show [19][31] Summary by Sections 1. Weekly Sector Review - The average change in A-share related to the low-altitude economy from April 21 to April 25 was +3.6%, driven by improved risk appetite due to easing tariff expectations [4][11] - Top gainers included Xincheng Technology (+37.2%), Wanfu Ovi (+14.7%), and Guangyang Co. (+13.1%) [11][13] 2. Industry Dynamics - Meituan's self-developed drone received the first nationwide low-altitude logistics operation certificate [22] - The establishment of the Guangzhou Low-altitude Economy Development Company with a registered capital of 300 million yuan aims to support the industry [25] - The first low-altitude economic fund in Sichuan province has been registered, focusing on eVTOL manufacturing [34] 3. Individual Company Updates - Xincheng Technology is developing a low-altitude comprehensive management service platform [36] - Xinnengda has partnered with Aerospace Feipeng to enhance drone performance with high-performance batteries [37] - Jinfeng Co. is collaborating with Tsinghua University to develop a ducted fan propulsion system for flying cars and industrial drones [38] - Yinheng has delivered a prototype electric propulsion system for EHang's new model [41] - Jifeng Technology's controlling shareholder has changed to the actual controller of Shenzhen United Aircraft Technology Co., which specializes in drone development [43]