eVTOL零碳水上机场方案
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国泰海通|机械:中央空管办加强低空管理建设,1.5万亿市场走向规模化落地
国泰海通证券研究· 2025-12-02 09:55
Core Insights - The article highlights the significant developments in the low-altitude economy sector, emphasizing the establishment of regulatory frameworks and the growth potential of the market, projected to reach 1.5 trillion yuan by 2025 and over 2 trillion yuan by 2030 [1][2]. Regulatory Developments - The Central Air Traffic Control Office has strengthened the construction of low-altitude management systems, introducing new regulatory documents to enhance the management framework [1]. - The new regulations include the "Functional Requirements for National and Provincial Low-altitude Flight Comprehensive Supervision Service Platforms (Version 1.0)" and "Information Interaction Specifications for National and Provincial Low-altitude Flight Comprehensive Supervision Service Platforms (Version 1.0)" [1]. Market Growth - The low-altitude economy market in China is expected to grow significantly, with 969 companies registered in the civil unmanned aerial vehicle product information system, covering 3,191 types of products and over 478,000 aircraft [1]. - The first four-seat electric aircraft has received a type certificate from the Civil Aviation Administration of China, indicating advancements in the industry [1]. Company Developments - Peak Fly Aviation launched a zero-carbon water airport solution, integrating it with eVTOL aircraft to create a comprehensive low-altitude economic solution [2]. - EHang Intelligent Holdings successfully completed the first urban manned flight of its EH216-S unmanned aerial vehicle in Doha, Qatar, marking a significant milestone in the Middle East [2]. - A new joint venture, Chongqing Saihong Technology Co., Ltd., was established to focus on the research and manufacturing of low-altitude logistics and manned aircraft [2]. Industry Events - The China (Jiangxi) Aviation Industry Conference attracted nearly 900 representatives from various aviation enterprises and research institutions to discuss new development paths for the aviation industry [3]. - The 2025 Hunan (International) General Aviation and Low-altitude Economy Industry Expo featured over 200 leading companies, with total project investments exceeding 4.4 billion yuan [3]. - Archer Aviation acquired control of Hawthorne Airport for $128 million, positioning it as a strategic hub for air taxi networks and AI testing [3].