零重力飞机工业联合创始人石红发布零重力绿色航空飞行营地战略，推动企业从"制造端"向"场景端"深 度延伸。当天，由零重力飞机工业作为核心发起单位共建的"粤港澳大湾区低空产教创新中心"也正式揭 牌，打造湾区低空经济人才的"摇篮"与产业创新的"加速器"。 据悉，此次零重力飞机工业有限公司选择在前海落地深圳首家大型eVTOL（电动垂直起降飞行器）整 机制造企业，并建设ZG-ONE鹊飞低空超级工厂，绝非偶然。深圳作为中国低空经济发展的先行示范 区，明确提出建设"全球低空经济第一城"，并于上月出台《深圳市低空航空器起降设施布局规划》。 活动现场，零重力飞机工业联合创始人、零重力深圳飞机工业有限公司总经理贾思源在发布会上深度解 读了低空超级工厂的战略布局与发展蓝图，表示公司将在地面和高空航空之间，打造低空交通解决方 案。 整合研发中心、旗舰展厅、交付基地、研学乐园、航空营地五大功能 【深圳商报讯】（记者 范宏韬）11月24日，零重力飞机工业ZG-ONE鹊飞低空超级工厂暨线下旗舰展厅 启动发布会在深圳前海举行。据介绍，这家低空超级工厂以"五位一体"创新模式，整合研发中心、旗舰 展厅、交付基地、研学乐园、航空营地五大功能，构建 ...

（文/观察者网 张志峰） 一面是低空经济产业以腾飞姿态频频见诸报端，另一面是受限于续航、安全、合规等因素，国内商业化 落地进展缓慢。宁德时代生态企业峰飞航空科技这次将目光投向水面。 11月22日，昆山淀山湖畔的湖面起降演示，为低空经济与海洋经济的融合写下了关键注脚——峰飞航空 科技发布全球首个海空一体低空经济解决方案，将零碳水上机场与eVTOL（电动垂直起降飞行器）的 协同模式正式推向市场。 在观察者网看来，相较于通勤、文旅等场景，该方案的首创性和实用性在能源运维场景表现得更为直 观。 58分钟跨海配送，改写能源运维规则 "在能源运维领域，我们不是在做一架更快的直升机，而是在做一套更聪明的运维网络。"峰飞航空高级 副总裁谢嘉直指核心。他介绍称，海上风电和油气平台由于距离海岸线远，天气复杂多变、作业窗口 短，运维工程师和关键零部件的每一次上船或上机，都要付出高昂的时间和成本。"有了海空一体节点 和eVTOL，我们可以把它压缩至1-2小时；随着规模化运营，单次运维成本显著下降。" 南海惠州19-3石油平台的运维人员至今记得8月3日那次特殊的"快递服务"：峰飞航空2吨级eVTOL"凯瑞 鸥"装载着新鲜水果与紧急药品 ...

Core Insights - The discussion at Morgan Stanley's 24th Asia-Pacific Summit featured Sebastian Thrun, a key figure in autonomous driving, and analyst Adam Jonas, covering various aspects of autonomous driving technology, industry stages, and the evolution of companies like Waymo [1][3] Autonomous Driving Technology - The primary technical debate in autonomous driving is between "pure vision" and "multi-sensor fusion" approaches, with Thrun highlighting Tesla's pure vision FSD tests in Austin as a potential industry turning point [4][6] - The cost advantage of pure vision systems is significant, as high-end LiDAR costs thousands of dollars compared to camera costs of only tens of dollars, which could disrupt the multi-sensor fusion approach if proven safe [6] - Pure vision systems face challenges in adverse weather and low-light conditions, requiring advanced AI models to infer complete environmental states from limited visual information [7] Industry Development and Commercialization - Thrun considers the 2005 DARPA Grand Challenge a pivotal moment for the industry, and notes that approximately one-third of the 500 summit attendees had experienced autonomous vehicles, primarily from Waymo [9] - The industry is transitioning from Level 4 (L4) to Level 5 (L5) autonomy, with significant economic value in freeing up driving time, and Thrun predicts the next 3-5 years will be crucial for commercialization [9][11] - Waymo's expansion plans include manual driving tests in cities like Minneapolis and New Orleans, with a goal to extend fully autonomous services to 15 cities by 2026 [9][11] Robotics and Market Dynamics - Thrun expresses caution regarding humanoid robots, suggesting that market expectations may be overly optimistic while underestimating the technical challenges involved [12] - He emphasizes the potential of aerial robots, stating that their growth will surpass that of ground robots, with infrastructure being a key limiting factor [14] - The existing air traffic control systems in the U.S. require significant upgrades to accommodate large-scale aerial robot operations, presenting investment opportunities in eVTOL and air traffic management [16] Waymo's Historical Context and Future Plans - Thrun shared insights into Waymo's origins as a Google moonshot project focused on traffic safety, emphasizing the importance of team dynamics and iterative development [17][18] - Waymo's long-term goal is to achieve fully autonomous driving without human intervention, with a current focus on expanding testing areas and scenarios [18] - The company is adopting a dual-track strategy of validating consumer experiences while exploring B2B opportunities, aiming for sustainable commercialization [18][19] Challenges in Robotaxi Deployment - Despite the acceleration of companies like Waymo and Zoox, Thrun believes the robotaxi industry has not yet reached a critical mass to transform transportation [19][21] - Key factors for reaching this critical point include geographic coverage, healthy competition, and ecosystem spillover effects, with urban density being a significant indicator [21] - The technological challenges for robotaxis include high-precision navigation, obstacle avoidance, and reliability in extreme weather conditions [20][23]

【环球时报记者 马俊 环球时报赴上海特派记者 刘扬】编者的话：凭借巨大的产业带动能力、广泛的应用场景以及与国家战略的高度契合，低空经济被视为 中国经济发展的新引擎和重要增长极。但不同于地面可见的公路或铁路网络，低空经济所需的无形空中交通网，该如何建立、又该遵循什么规则呢？针对上 述问题，《环球时报》记者日前在国内多个展会以及学术论坛中与多位相关领域权威专家进行深入交流，本期推出"走近前沿科技·透视低空"系列报道之 二，探讨建成低空经济的"空中高速路"需要具备哪些重要能力与有力保障。 组建空中"立体交通网络" 目前中国在发展低空经济方面已经有了不少实践，例如利用eVTOL（电动垂直起降飞行器）、飞行汽车等新型航空器展开观光或人员运输；利用配送无人 机、货运无人机运输物资；依托多旋翼、固定翼等无人机对特定区域进行常态化巡检。但这些业务多是分散式的应用，既缺乏相关监管措施，也存在各自为 战、设备重复建设等问题。 中国通信企业协会低空经济专委会高级研究员王晓东告诉《环球时报》记者，目前在全国范围内共有超过210万座通信铁塔资源，它们在助力中国建设全球 领先的5G网络的同时，也可以作为发展低空经济的基础设施。他介绍说， ...

近日，未可知人工智能研究院 副院长张孜铭 先生受邀为 中国商飞上海飞机设计研究院 开展了一场题为 《人工智能时代下的数智变革：生成式AI与低 空经济》 的专题培训。 （图| 中国商飞上飞院人工智能专题 培训现场 ） 中国商飞上海飞机设计研究院是中国商用飞机有限责任公司的设计研发中心，也是我国最大的民机研发中心，担负着中国民用飞机项目研制的技术抓总 责任，承担着飞机设计研发、试验验证、适航取证以及关键技术攻关等任务。目前，进行C909喷气式支线客机、C919大型客机以及C929中远程宽体客 机的设计研发任务。 邮箱duyu@weikezhi.cn 长按扫描下方二维码 张孜铭先生作为《DeepSeek使用指南》《AIGC:智能创作时代》等多部专著作者，以及国家人工智能标准起草人，凭借其在AI领域的深厚积淀，为参 训学员带来了前沿的技术洞察与实践指南。 培训中，张孜铭系统阐述了 生成式AI的核心原理与产业应用 。通过对比生成式AI与决策式AI的区别，他生动比喻"生成式AI如同应对考试主观题，注 重内容创造；决策式AI则像处理客观题，聚焦最优决策"。 他深入解析了注意力机制、文生图技术（如CLIP与Diffusion ...

Group 1: Event Overview - The 27th China International High-tech Achievements Fair (CIHTAF) commenced on November 14, showcasing nearly 5,000 enterprises with over 90% of exhibits being physical products, highlighting advancements in technology such as bionic robots, drones, semiconductors, and new energy [1] - The event featured over 60 premiere activities, with more than 20% of exhibits being showcased for the first time globally, including a space tourism project that attracted significant public interest [1] Group 2: Key Technologies and Innovations - The "National Heavy Equipment" exhibition highlighted breakthroughs in critical technologies, emphasizing China's achievements in aerospace, energy security, and the importance of self-controllable key technologies in driving economic transformation and high-quality development [2] - The "Five New" exhibition in the power equipment sector demonstrated innovations in new power systems and equipment upgrades, showcasing advancements in battery technology and hydrogen production, which are crucial for the green transition [3] Group 3: Semiconductor and Integrated Circuits - The semiconductor and integrated circuit exhibition covered the entire industry chain, with Shenzhen accounting for 14.8% of national integrated circuit production in 2024, and nearly 100 billion yuan in electronic component transactions [5] - Domestic production of mid-to-low-end semiconductor materials has accelerated, while high-end materials remain challenging, necessitating collaborative advancements across multiple fields [5] Group 4: Consumer Electronics Trends - The Asia Consumer Electronics Exhibition showcased the integration of AI technology in smart devices, emphasizing the shift towards more personalized and intelligent consumer electronics, including health-monitoring features in wearables [7][8] - The trend towards health-focused consumer electronics is evident, with products like smart bands and watches providing personalized health insights [8] Group 5: Robotics and AI - The AI and robotics exhibition presented innovations in embodied intelligence and humanoid robots, indicating that the industry is in its early commercial stage but is expected to see rapid advancements due to significant investments in technology and talent [10][11] - The low-altitude economy and commercial aerospace sectors are also in early development stages, with core technologies being critical for future growth [12][13] Group 6: Future Outlook - The event illustrated a comprehensive view of technological advancements across various sectors, emphasizing the interconnectedness of heavy equipment, semiconductors, consumer electronics, AI, and aerospace in driving China's modernization [14][15] - The collaborative evolution of these sectors is seen as a vital foundation for China's technological progress and innovation [15]

Core Insights - The low-altitude economy, particularly eVTOL (electric vertical takeoff and landing aircraft), is emerging as a highly promising industry, highlighted by its inclusion in government work reports and the "14th Five-Year Plan" [1][2] - Despite the excitement, many eVTOL orders are merely intention orders without legal binding, raising concerns about the industry's actual readiness for commercial operations [4][5] - The industry is currently in a phase where most leading eVTOL manufacturers are still seeking airworthiness certification, which is essential for mass production and commercial delivery [2][5] Industry Overview - eVTOL is viewed as a key innovation in the low-altitude economy, with significant orders being announced by major manufacturers, often reaching hundreds of units and totaling billions in value [1] - The majority of eVTOL orders are intention-based, lacking prepayments and delivery timelines, which indicates a need for market warming and exploration rather than immediate commercial viability [4][5] - The industry is expected to face a series of challenges, including the need for technological maturity, infrastructure development, and a viable business model before achieving widespread commercial deployment [8][12] Regulatory and Certification Challenges - Most leading eVTOL manufacturers are currently in the process of obtaining type certification (TC) and production licenses (PC), with expectations to achieve TC around 2027 [5][12] - The successful transition from intention orders to commercial delivery hinges on the completion of airworthiness certification and the establishment of necessary infrastructure [8][12] Infrastructure Development - The low-altitude infrastructure required for eVTOL operations is currently underdeveloped, with significant gaps in the necessary networks for facilities, airspace, routes, and services [8][9] - There is a pressing need for a unified national standard for low-altitude traffic management to avoid the creation of isolated systems that cannot interconnect [8][9] Market Outlook - The industry anticipates that cargo eVTOL applications will be the first to achieve widespread adoption, with passenger eVTOL expected to see limited applications around 2027 and broader urban air mobility networks not emerging until after 2030 [12][13] - Industry leaders emphasize the importance of patience and a steady approach to development, drawing parallels to the lengthy adoption timeline of electric vehicles [13]

Core Viewpoint - The low-altitude economy, particularly eVTOL (electric Vertical Take-Off and Landing aircraft), is emerging as a highly promising industry, with significant interest and investment, despite existing challenges and skepticism regarding its commercial viability [1][2]. Group 1: Industry Potential and Orders - eVTOL is recognized as a key innovative vehicle within the low-altitude economy, with major manufacturers announcing substantial orders, often in the hundreds, indicating a vibrant market [1]. - Many of the eVTOL orders are intention-based rather than binding contracts, lacking legal enforceability and upfront payments, which raises questions about their true market demand [4][5]. - The industry is experiencing a mix of genuine commercial exploration and market preheating, with intention orders serving as a signal of companies' commitment to exploring commercialization [2][4]. Group 2: Regulatory and Development Challenges - Most leading eVTOL manufacturers are still in the process of obtaining airworthiness certification, which is essential before they can move to mass production and commercial delivery [2][5]. - The timeline for achieving these certifications is projected around 2027, which is seen as a critical milestone for the industry [5][8]. - The lack of established low-altitude flight service systems and ground infrastructure poses significant barriers to the operationalization of eVTOLs [1][9]. Group 3: Infrastructure Needs - The successful operation of eVTOLs requires comprehensive low-altitude infrastructure, including traffic management networks and service platforms, which are currently underdeveloped in most cities [9][10]. - There is a risk of creating isolated digital platforms if local authorities build their own traffic management systems without national standards, leading to inefficiencies and resource wastage [9][10]. Group 4: Future Outlook - The industry anticipates that cargo eVTOL applications will be the first to achieve widespread adoption, with passenger eVTOLs expected to see limited applications around 2027, and large-scale urban air mobility networks not expected until after 2030 [13]. - Industry leaders emphasize the importance of patience and a systematic approach to development, drawing parallels with the evolution of electric vehicles, which took years to reach widespread acceptance [14].

翁海敏认为，经历了两年的摸索，不同背景的参与者正逐渐在 eVTOL产品定义和发展节奏上形成共识。"低空经济的方向是 确定的，它不是下一个风口，而是下一代交通基础设施，人类 对立体交通和空中出行的需求不会消失，其本质是让'飞行'成 为一种可负担、可监管、可持续的基础服务。" 作者：宋笛 封图：图虫创意 2025年10月30日，广东高域科技有限公司（下称"高域科技"）与深圳市边界智控科技有限公司 （下称"边界智控"）在广州签署战略合作协议。双方宣布，将共同推进广汽高域GAC-A6型载人 自动驾驶飞行器的适航取证与量产计划，核心目标是2026年实现批量交付。 这一合作最早始于2021年。彼时，广汽高域仍是广汽内部孵化的一个项目，边界智控则是一家刚 成立不久、以适航级飞行控制（下称"飞控"）系统研发为主要业务的创业公司。当时，"低空经 济"尚未成为风口概念，仅有少数熟悉海外电动飞行器市场的人察觉到这一领域的潜力。 翁海敏认为，经历了两年的摸索，不同背景的参与者正逐渐在eVTOL产品定义和发展节奏上形成 共识。"低空经济的方向是确定的，它不是下一个风口，而是下一代交通基础设施，人类对立体交 通和空中出行的需求不会消失， ...

Core Insights - Guangdong Gaoyu Technology Co., Ltd. and Shenzhen Bianjie Zhikong Technology Co., Ltd. signed a strategic cooperation agreement to advance the airworthiness certification and mass production of the GAC-A6 manned autonomous flying vehicle, aiming for bulk delivery by 2026 [2] - The collaboration began in 2021, during a time when the "low-altitude economy" was not yet a prominent concept, but has since gained traction with increased interest from various industries [2][3] - The CEO of Bianjie Zhikong, Weng Haimin, emphasizes the complexity and high safety requirements of eVTOL (electric vertical takeoff and landing) vehicles, which must adhere to civil aviation safety standards from the development stage [2][3] Industry Development - The concept of "low-altitude economy" is now recognized as a next-generation transportation infrastructure, with a persistent demand for aerial mobility [3] - The eVTOL market has seen a shift from low growth to increased interest, particularly after the Chinese government recognized it as a strategic emerging industry in 2023 [6][8] - New entrants from various sectors have brought diverse perspectives and ideas to the eVTOL industry, although some innovations may not align with aviation safety standards [7][8] Company Strategy - Bianjie Zhikong focuses on developing flight control systems, which are critical for eVTOL vehicles, and has built a team with experience from traditional aviation and other industries [4][8] - The company has successfully secured significant funding, allowing it to expand its research and development team and broaden its business scope to include electric business jets and AI products [8] - The company aims to achieve high safety standards through a rigorous development process, ensuring that all systems are well-defined, traceable, and validated [10][12] Regulatory Environment - The eVTOL industry is moving towards a clear regulatory framework, requiring compliance with civil aviation safety standards and the acquisition of three airworthiness certificates [9][12] - The process for obtaining these certifications is lengthy and complex, typically taking two to three years from design to certification [11][12] - Industry consensus is forming around the necessity of achieving civil aviation-level safety as a baseline for eVTOL development [12][13] Future Outlook - The timeline for large-scale commercialization of eVTOL vehicles may extend beyond 2026, as companies work towards obtaining necessary certifications [13][14] - The industry is expected to experience rational development, with companies needing to manage external expectations effectively [8][14] - Weng Haimin believes that the future of the eVTOL industry will belong to companies that have clear goals and can navigate through cyclical challenges [15]