Core Viewpoint - The eVTOL industry in China is approaching a commercial explosion, with significant orders and certifications emerging, indicating a rapid growth phase for the sector [2][3][4]. Group 1: Industry Collaboration - Zhongchao Innovation and Hefei Lanyi Aviation Technology have signed a strategic cooperation agreement, marking a new phase of collaboration between lithium battery companies and eVTOL manufacturers [3]. - Zhongchao Innovation has previously partnered with Guangdong Gaoyu Technology to provide high energy density batteries for eVTOL applications, showcasing a commitment to developing standardized power solutions [4]. - The GOVY AirCab, equipped with Zhongchao Innovation's specialized battery, has received over a thousand intent orders and is set to enter the airworthiness certification phase [5]. Group 2: Market Dynamics - The eVTOL sector is witnessing a surge in orders, with notable contracts such as Volant Aerotech's 500 units valued at approximately $1.75 billion and Times Technology's 350 units worth around $1 billion [7]. - Companies like CATL and EVE Energy are adopting various strategies, including investment and long-term R&D, to enhance their positions in the eVTOL battery market [8][9]. - The collaboration between lithium battery firms and eVTOL manufacturers is seen as a crucial trend, with the potential to address technical mismatches and supply chain issues [9]. Group 3: Technological Advancements - eVTOL applications are expected to serve as a testing ground for solid-state batteries, which could resolve power limitations in the industry [10]. - The demand for high energy density and safety in battery technology is critical for the success of eVTOL, with requirements exceeding those of ground vehicles [11]. - Solid-state batteries, with theoretical energy densities exceeding 500 Wh/kg, are positioned to meet the stringent demands of eVTOL applications [12]. Group 4: Future Projections - By 2030, the eVTOL sector is projected to create an additional demand of 30 GWh for lithium batteries, potentially opening new market opportunities for the industry [13].

Core Viewpoint - The establishment of Dalian Times Carbon Valley New Energy Co., Ltd. marks a strategic move in the new energy sector, with a focus on emerging energy technologies and materials, supported by major stakeholders including CATL and Bettery [1] Group 1: Company Developments - Dalian Times Carbon Valley New Energy Co., Ltd. was founded on June 9, with a registered capital of 10 million yuan, focusing on new energy technology research and battery sales [1] - The company is jointly owned by CATL's subsidiary Times Green Energy (80%), Dalian Oriental Carbon Valley New Materials Group (15.1%), and Bettery (4.9%) [1] Group 2: Strategic Collaborations - The collaboration between CATL and Bettery has evolved from a simple supply-demand relationship to a deep synergy involving technology, supply chain, and market [2] - Bettery supplies key materials such as silicon-based anodes and high-nickel cathodes, ensuring CATL's material needs across various applications including power batteries and eVTOLs [2] - Bettery's sixth-generation silicon-based anode material has achieved a capacity of over 2000 mAh/g and has been successfully industrialized, enhancing the performance of CATL's eVTOL batteries by over 30% in terms of range and fast-charging capabilities [2] Group 3: Investment Activities - In 2021, Longpan Technology established a subsidiary, Changzhou Lithium Source, and acquired two nanomaterial companies from Bettery, entering the lithium iron phosphate cathode material sector [3] - CATL holds a combined stake of 12.46% in Changzhou Lithium Source through its subsidiaries, while Bettery retains a 4.05% stake, creating a strategic equity link among Longpan Technology, CATL, and Bettery [3]

峰飞航空表示，其将与宁德时代共同研发eVTOL航空电池，重点提升eVTOL电池的能量密度和 性能表现，支持eVTOL更长的飞行距离和更高的载重量，同时在安全性和稳定性方面取得更为 显著的提升。 宁德时代1月28日晚（除夕夜）发布的消息显示，宁德时代携手峰飞航空亮相春节联欢晚会， 电动飞机飞跃嘉陵江，为春晚添科技亮点。 据悉，该电动飞机搭载宁德时代电池的2吨级eVTOL航空器，最高巡航速度200km/h，最大航 程250km。 图片来源：宁德时代 资料显示，峰飞航空是我国最早投入eVTOL航空器赛道的科技企业之一，致力于为全球客户提 供安全可靠的空中物流运营系统和空中立体出行解决方案。 峰飞航空创始人田瑜先生进入航空行业20余年，拥有FAA固定翼和直升机飞行执照，熟悉各种 飞行器的飞行性能，获得相关专利超过300项，并且成功研制了全球第一款获得适航认证的电 动运动飞机。 2024年8月3日，峰飞航空曾宣布，与宁德时代签署战略投资与合作协议，宁德时代独家投资数 亿美元，双方将致力于eVTOL航空电池的研发。 宁德时代则表示，其生产电池在高能量密度、高安全性等方面具有优势，也满足航空级电池的 标准，有实力满足eVT ...