Summary: EvtoL has a lot of potential.
Yesterday's work reportFirst mentionto the low-altitude economic concept.
Today's low-altitude economy and flying car sectors continued yesterday's trend, and Jindun shares and Wang Zixin Materials rose sharply.
American flying car startup Alef Aeronautics has reportedly said that bookings for its electric vertical take-off and landing (EVTOL) aircraft recently hit a new record, with orders reaching 2,850.
Elon Musk's SpaceX is a big investor behind Alef Aeronautics.
With the rise of the concept of urban air mobility, the concept of modern flying cars has expanded from the traditional concept of land and air amphibious vehicles to electric vertical take-off and landing aircraft, which is increasingly popularGlobal car companies, airlines, and technology companiesand so on.
In recent years, China's electric aircraft and flying cars have made great progress, including Geely, Xiaopeng and other car companies have launched more mature works.
Huatai ** said that in the context of top-level policy support, emerging demand drive and the gradual implementation of airworthiness certification of domestic head EVTOL OEMs, there may be a large expectation gap in the low-altitude economic market.
In the future, China's low-altitude economic market will be 6 trillion yuan blue ocean.
According to the information disclosed by Yuntu Zhixing, the market size of China's low-altitude economic industry in 2022 will be 25 trillion yuan, it is expected that by 2035, the industrial scale of the national low-altitude economy is expected to reach more than 6 trillion yuan.
Low-altitude economic industry chain: infrastructure and airspace management, including airspace management equipment, take-off and landing facilities, low-altitude radar, pilot training, etc.;
The design and manufacture of aircraft can be divided into unmanned aerial vehicles (UAVs) and EVTOLs (including vertical take-off and landing flying cars), and the application fields include low-altitude logistics, low-altitude transportation, environmental detection, flight services, etc.
Low-altitude infrastructureIt is a key carrier of various low-altitude economic activities, especially low-altitude flight activities.
Focus on convenience and intelligence to expand and improve. The main body of the current low-altitude infrastructure is a general-purpose airport.
In terms of quantity, China's general airports have surpassed transport airports, but still can not meet the huge market demand, to "expand the quantity, improve the quality" on the same efforts.
Combined with the construction of new urbanization, the number of general airports in megacities, megacities and large cities should be significantly increased.
At the same time, the digitalization, intelligence and informatization level of general airports and the optimization of service categories are also important factors in improving management efficiency.
Satellite combined with 5G communication to ensure low-altitude economy, safety and efficiency
The satellite communication system can provide a wide range of communication services, which can provide real-time data transmission and information tracking services for airlines and air traffic management agencies, which is conducive to airlines to monitor aircraft performance, improve aircraft operation efficiency, reduce maintenance and downtime time, and effectively reduce airlines' operating costs.
And in the manufacturing industry chain,Emerging products with great potential: evtol,At present, there is mature technology in China, as shown in the following figure:
The upstream of its industrial chain is the leading subsystem supplier, mainly providing professional module components for OEMs, including batteries, materials, components, paddle fans, sensors, etc., and the midstream core subsystems mainly include energy systems, power systems, flight control systems, communication systems, navigation systems, etc., and the downstream OEMs are mainly responsible for the research and development and integration of the whole machine.
As early as 2010, the state has formally put forward the concept of "low-altitude economy", and the relevant ministries and commissions have built a systematic policy from supervision to industry according to their respective management responsibilities to standardize the management requirements of the low-altitude industry.
In the past two years, the low-altitude economy has entered a period of rapid development.
In 2021, the "National Comprehensive Three-dimensional Transportation Network Planning Outline" for the first time included the low-altitude economy in the national development plan, and since then, the "Interim Regulations on the Flight Management of Unmanned Aerial Vehicles" and other top-level policies have been implemented one after another, marking that the development of the low-altitude economy has entered a new stage of "laws to follow".
In 2024, the local two sessions of Beijing, Guangdong, Anhui and other provinces and cities clearly proposed to develop a low-altitude economy and help cultivate new quality productivity.
Low-altitude intelligent networking should be focused on"Well managed", "Fly well", "Use well".Third, we will build an efficient governance system with more effective supervision, more balanced industries, and more intelligent applications, and help build a modern industrial system for the low-altitude economy.
(The related concepts are as follows, not recommended).