作者： 张锐 封图：图虫创意 过去两年，Citywalk（城市漫步）在中国各大城市流行。如今，随着eVTOL（电动垂直起降航空器）、飞 行汽车等产品的前沿技术发展，"City Fly"（城市低空飞行/观光）也正在走向商业化。 "今年更冷静、理性。"邹一沛表示，一方面现有的空域还需有 序放开才能实现常态飞行，另一方面民航局对运营商和飞行操 控人员的资质颁发也需要逐渐到位。他认为，这是行业发展必 然要经历的过程，因为"安全容不得闪失"。 广 州 合 利 创 兴 智 能 科 技 有 限 公 司 （ 下 称 " 合 利 智 能 " ） 以 低 空 观 光 旅 游 起 家 ， 主 要 依 托 亿 航 智 能 （NASDAQ：EH）的eVTOL产品进行运营。目前，该公司正在推进广州市内首条商业化自动驾驶飞行器 空中观光游览航线：从天德广场出发，依次经过猎德大桥、广州塔、广州大桥、海心沙，再回到天德广场 （下称"天德广场-海心沙"航线）。 10月9日，合利智能执行总裁邹一沛向经济观察报记者表示，上述游览航线争取在明年实现商业化落地， 他对此也非常期待。 "政策、技术，还有社会环境，人们的消费观念需要协同发展，共同推进。"邹 ...

Core Insights - The successful test flight of the 2-ton eVTOL aircraft marks a breakthrough in low-altitude applications for offshore wind power operations [1][3] - The eVTOL technology significantly enhances operational efficiency, reducing transport time to offshore substations from over 4 hours to just 16 minutes, representing an efficiency improvement of over 10 times [3] Group 1: eVTOL Technology and Operations - The test flight involved the V2000CG Kai Rui Ou aircraft, which flew a total distance of 93 kilometers in 32 minutes, demonstrating the potential of eVTOL in offshore wind power maintenance [1][3] - Traditional offshore wind power operations rely on ships, which face limitations due to tidal conditions and dock depth, making timely maintenance challenging [3] Group 2: Industry Implications - The application of eVTOL technology in offshore wind operations is expected to provide a "zero-carbon, efficient, low-cost" innovative logistics solution [3] - The integration of eVTOL into the tourism sector is being explored, with potential for scenic flights over the "168 Golden Coast" in Cangnan, enhancing the region's tourism appeal [3]

事关低空经济，美国宣布大动作。 美东时间9月12日，美国政府宣布启动一项新的试点项目，旨在推动电动垂直起降飞行器(eVTOL)的安全运营。受此刺 激，美股当天盘中，eVTOL概念股全线大涨，Joby Aviation股价一度暴涨超11%。 目前，eVTOL赛道正受到前所未有的关注，根据美国垂直飞行协会（VFS）发布的统计数据，全球目前有超过1000个 eVTOL研发项目。摩根士丹利曾发布报告称，预计到2040年全球eVTOL市场总规模将达到1.5万亿美元。 美国宣布 美东时间9月12日，特朗普政府宣布启动一项新的试点项目，以加速"空中出租车"的部署。随着企业不断努力突破空中出 行的监管障碍，美国政府希望通过这一举措推动产业落地。 受此消息刺激，美股eVTOL相关概念股全线大涨，Joby Aviation股价盘中一度大涨超11%，Archer Aviation大涨超3%。 美国联邦航空管理局(FAA)表示，该项目将至少包含五个由州和地方政府与私营企业合作的示范项目，旨在推动电动垂直 起降飞行器(eVTOL)的安全运营。 当前，各大空中出租车企业正争相获得监管批准并推动商业化，以满足日益增长的对更快、更可持续城市 ...

Core Viewpoint - The establishment of low-altitude economic industry funds across various provinces in China aims to support the high-quality development of the low-altitude economy, which is characterized by strong driving force, wide coverage, and high technological content [1]. Group 1: Attributes and Development Logic - The low-altitude economy has three main attributes: it aims to build an advanced urban air traffic network to alleviate urban traffic issues, connects urban centers with suburbs and other cities, and promotes green development through the use of hydrogen energy and aviation power batteries [2]. - To achieve sustainable development in the low-altitude economy, it is essential to establish comprehensive air and ground infrastructure, industry standards, and regulatory systems, along with significant testing and certification services [2]. Group 2: Current Status and Future Outlook - The application scenarios for the low-altitude economy are expanding, with services like drone delivery, low-altitude logistics, and low-altitude tourism already implemented in various regions, stimulating consumer potential and providing new experiences [3]. - Despite the progress, the overall development of the low-altitude economy is still in its initial stages, with regions exploring effective business models and development directions, indicating that a full realization of the low-altitude economy may take an additional two to three years [3]. - Currently, drones are the primary focus in the low-altitude economy, given their mature technology and lower infrastructure requirements, while eVTOLs (electric vertical takeoff and landing aircraft) are expected to gain traction in the future, contingent on the development of ground infrastructure and air traffic management [3].

【深圳商报讯】（记者 张妍 张宇婷）大鹏新区将添低空经济新引擎——大鹏新区无人机测试基地，计 划于9月底正式启幕。该基地由深城交（301091）低空运营公司投资运营，是深圳四大无人机测试基地 之一。 作为低空经济创新风向标，基地将推动无人机及相关技术商业化。目前诚邀全球合作伙伴参与，市民也 可体验科技与文旅融合新场景。 基地规划"五大中心"提供全周期服务：研发中心降低企业研发成本；检验检测中心聚焦中型无人机、 eVTOL等机型；展览展示中心提供展示与路演平台；交易交付中心涵盖航空器全链条服务；科普培训 中心开展教育与竞赛活动。 依托三面环海的地理优势，基地坐拥山、海、湖、岛、城全场景，将打造eVTOL"空中纽北赛道"，建设 中型无人机测试场，拓展无人船、车等融合应用。应用场景覆盖政务、文旅、物流、出行等领域，如应 急救援、低空游览、海岛运输、空中交通等。 基地坐落于坝光片区，拥有41.98平方公里、真高600米的适飞空域，及周边200平方公里海域适飞区。 其空域开阔封闭，年均风速低于2.5米/秒，地闪频率低，安全性高，可满足中型无人机、eVTOL（电动 垂直起降航空器）的试飞测试及适航审定需求。 ...

Core Insights - The Dapeng New Area will launch a new low-altitude economy engine with the establishment of a drone testing base, set to officially open at the end of September [1] - The base is one of four drone testing facilities in Shenzhen, covering an area of 41.98 square kilometers with a flight altitude of up to 600 meters [1] - The facility features a spacious and enclosed airspace with an average annual wind speed of less than 2.5 meters per second, ensuring high safety for testing medium-sized drones and eVTOLs [1] Summary by Sections Base Features - The drone testing base is located in the Bagang area and includes a surrounding flight zone of 200 square kilometers over the sea [1] - It is designed to meet the testing and airworthiness certification needs for medium-sized drones and eVTOLs [1] Service Centers - The base will provide five major service centers: - R&D Center to reduce development costs for companies - Inspection and Testing Center focusing on medium-sized drones and eVTOLs - Exhibition Center for showcasing and roadshow platforms - Transaction and Delivery Center covering the entire aircraft service chain - Science Education and Training Center for educational and competitive activities [1] Application Scenarios - The base aims to leverage its geographical advantages, surrounded by mountains, sea, lakes, islands, and urban areas, to create an "airway north-south corridor" for eVTOLs and develop testing grounds for medium-sized drones [1] - Potential application scenarios include government services, cultural tourism, logistics, and transportation, such as emergency rescue, low-altitude sightseeing, island transportation, and air traffic [1] Industry Impact - As a benchmark for innovation in the low-altitude economy, the base is expected to promote the commercialization of drones and related technologies [1] - The facility is inviting global partners to participate, and citizens will have opportunities to experience new scenarios that integrate technology and cultural tourism [1]

Core Insights - China's independently developed 2-ton eVTOL "Kairuiou" successfully completed the world's first material transport flight to an offshore oil platform, marking a significant advancement in low-altitude logistics applications [1][3] Group 1: Technological Breakthrough - The successful test flight was a collaboration between China National Offshore Oil Corporation (CNOOC), CITIC Offshore Helicopter, and Fengfei Aviation, showcasing the first eVTOL to receive necessary certifications [3][4] - The eVTOL transported fresh fruits and emergency medical supplies from a land point in Shenzhen to the Huizhou 19-3 platform, located 150 kilometers offshore, completing the journey in 58 minutes [3][4] Group 2: Operational Advantages - Traditionally, CNOOC relied on ships for material transport, which took approximately 10 hours, and helicopters for urgent supplies, which were costly. The eVTOL offers significant advantages in operational costs, response speed, environmental impact, comfort, and suitability for limited takeoff and landing spaces [4][6] - The "Kairuiou" features a compound wing design, with a range of 200 kilometers, a maximum speed of 200 kilometers per hour, and a payload capacity of 400 kilograms, demonstrating its capability in challenging maritime conditions [6] Group 3: Future Prospects - The development of eVTOL technology is expected to enhance operational efficiency and safety for offshore oil platforms, providing innovative solutions for personnel rotation, emergency medical rescue, and rapid transport of high-value components and materials [7] - The low-altitude economy in China is projected to reach 3 trillion yuan by 2030, with innovative applications in marine scenarios anticipated to be a significant growth driver [7]

Core Insights - The successful completion of the world's first offshore oil platform material transport flight using a 2-ton eVTOL aircraft, the Kairuiou, marks a significant milestone for the company and the industry [1][3] - This breakthrough innovates the logistics model for offshore material supply and represents a key step in low-altitude logistics applications in China [3] Company Developments - The flight was a collaborative effort between Peak Flying, China National Offshore Oil Corporation (CNOOC), and CITIC Offshore Helicopter [1] - The Kairuiou transported fresh fruits and emergency medical supplies from a land takeoff point in Shenzhen to the Huizhou 19-3 platform, located 150 kilometers from the Shenzhen coastline, completing the journey in 58 minutes [1] Industry Impact - Traditionally, CNOOC relied on maritime transport for offshore oil platform material delivery, which took approximately 10 hours for a one-way trip, making it challenging to meet urgent supply needs [3] - The eVTOL aircraft offers significant advantages over traditional transport methods, including lower operational costs, faster response times, environmental benefits, comfort, and suitability for limited takeoff and landing spaces [3] - The trial flight established a closed-loop model of "research + operation + scenario" for low-altitude applications, enabling long-distance emergency material transport, offshore facility inspections, and responses to fishing vessel disturbances [3]

Economic Performance - Shanghai achieved a GDP of 26,222.15 billion yuan in the first half of the year, with a year-on-year growth of 5.1% [1] - The city demonstrated resilience and vitality in its economy despite global uncertainties, showcasing high-quality development [1] Business Environment - Shanghai has become a hub for "first stores" and "first launches," with 365 new first stores opened from January to May, including 10 global and Asian first stores [3] - The "First Launch Shanghai 3.0" policy was introduced to enhance the environment for global product launches, providing support in areas such as exhibitions and customs [3][4] Innovation and Technology - The artificial intelligence sector in Shanghai saw a revenue increase of over 29% year-on-year, with 394 AI enterprises contributing to a total revenue exceeding 1,180 billion yuan [6][7] - The city hosted significant events like the International Low Altitude Economy Expo and the World Artificial Intelligence Conference, showcasing numerous global and national product launches [6] Trade and Logistics - Shanghai's foreign trade reached 21,500 billion yuan in the first half of the year, with exports growing by 11.1% [9] - The city has implemented measures to enhance logistics efficiency, reducing overall operation time for goods by 50% and increasing the international transshipment ratio from 12.6% to 18.6% [11] Consumer Experience - The introduction of convenient tax refund services, such as "instant buy and refund," has improved the shopping experience for international tourists, with a significant increase in tax refund applications [4][5] - Shanghai's efforts to integrate digital payment solutions into the shopping process have enhanced the international service capabilities of its commercial districts [4]

Core Viewpoint - The approval of the V2000CG Kai Rui Ou eVTOL by the Civil Aviation Administration of China marks a significant milestone for the company, indicating rapid progress in the electric vertical takeoff and landing (eVTOL) aircraft sector in China [1] Company Summary - The company has received the airworthiness certificate (AC) for its V2000CG Kai Rui Ou eVTOL, completing the necessary airworthiness "three certificates" (TC, PC, AC) [1] - The company has over 1,000 aircraft orders, including framework agreements, intentions, and actual payment orders [1] - The cargo version of the eVTOL is expected to ramp up production capacity starting next year, while the manned version is entering the compliance verification stage, with certification anticipated within one to two years [1][2] Industry Summary - The eVTOL aircraft is characterized by being fully electric, producing noise levels that are one-tenth or lower than traditional aircraft, and having significantly lower maintenance costs due to simpler structures [1] - eVTOLs do not require runways or airports, allowing for more flexible operations and reduced land resource consumption in urban areas [1] - The logistics market for aviation is segmented into trunk logistics, branch logistics, and last-mile logistics, with eVTOLs targeting the branch logistics segment, which does not rely on hub airports [2] - The operational costs of eVTOLs are expected to be lower than traditional fuel-powered aircraft, especially as the cargo version is designed to be unmanned [2] - The competitive landscape for eVTOLs is still in its early stages, presenting significant opportunities for growth and development in the market [3]