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2024中国低空经济行业研究报告.pdf

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1、2024?https:/ O N T E N T S?01?02?03?04?051.1?1.2?确?1.3?1.4?1.5?1.6?2.1?2.2?2.3?2.3.1?2.3.2?2.3.3?2.4?3.1?3.2?3.3?3.4?4.1?4.2?5.1?5.2?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)PART01.?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-

2、陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)5u?封?3000?eVTOL?1.1?D?A?D/E?G?W?C?B?20000m6000m3000m300m0m?:?eVTOL?:?600km?:?3000kg?:?70m/s1000-3000m?300-1000m120-300m0-120m?:?35-250km?:200-2000kg?:30-40m/s?:?15km?:10-20kg?:10-15m/s?:?10km?:10kg?:10-15m/s

3、?:?15-30km?:N/A?:15-20m/s?(?务?)?务?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)6u?1.2?副?*?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)7u?

4、务?研?IDEA?1.3?30?150?研?30?150?0.3-0.7?30?150?模?的?确?硼?模?硼?务?务?务?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)8u?撑?封?务?1.4?盟?TCPC?撑?模?+?+?姿模?务?姿?纸?姿?姿?纸?姿?姿?姿?纸?纸?姿?姿?姿?姿?姿?姿?姿?姿?姿?割?姿?姿纸?撑练?割?务?姿?(TC)?(TC)?(TC)?(G1)?亿欧智库-

5、陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)9u?封?务?够?务?务?封?务?封?务?1.5?务?务?1%3%1%5%27%67%96%?eVTOL?/?模?模?模?Lilium?Volocopter?Vertical?Aerospace?封?封?务?K-UAM?务?2025?eVTOL?尽?SkyDrive?Supernal务?务?务?资?eVTOL?油?FAA?Joby?尽?1.3?Archer

6、?尽?1.42?副?eVTOL?2025?副?务?Joby?Acher?Wisk?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)u?务?u?2010?务?够?2022?封?1.6?够?2021.12?确?务?2023.11?:?务?2018.09?研?2022.05?H?eVTOL?模?-?够?2022?2025?-?确?务?2023-2035?2023.10?2025?eVTOL?2010

7、.08?10?2024.01?资-?资?够?的?务?2023.12务?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)PART02.?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)12u?封

8、?锐?u?2016?封?封?务?锐?IDEA?2.1?-?!?!?-?锐?-?锐?撑?!?!?务?!?盟?研?研?纸?3D?!?!?!/!?!?!?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)132.2?u?锐?u?13?!?覆?AGI?封?,?副?封?撑?AGI?RFIDQR code?研?,?模?务?研?GPS?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(7

9、9125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)14u?封?研?u?2.3?2024-2030?2030-2035?2035-2040?姿?姿?务?练?姿?250wh/kg?姿?姿?练?研?AI?模?研?务?研?研?姿?姿?练?够?*?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-

10、陈皓(79125)15?2.3.1?-?平均放电率(h-1)峰值功率持续时间(s)每年完整循环次数快充频率(%)安全性能(EUCAR Level)eVTOL?1.20.90.60.3806040205001000150020002550751000246u?告?姿?割?务?务?姿?姿?姿?姿?姿?姿?纸?EV?封?EV?模?姿?割?油?油?模?模?务?SE?200?封?380?460?/?SP?姿?研2022?研?5C?1kW/kg?2040?2.5kW/kg?封?C-rate?姿?姿?12?纸?5C?姿/?姿?C?封?1C?1,500?5C?1,000?EV?割?封?割封?亿欧智库-陈皓(7

11、9125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)16u?告?封?+?封?锐?Kearney2.3.1?-?+?600550500450400350300250200150100500NCM90/C-SiLiNM9010/C-SiLiNCM811/C-SiLiLi-rich/C-SiLiNCA/C-SiLiNCM811/SiOCNCM523/GPNCA/SIOCNCM333/GPLMO/C-SiLiLMO/C-S

12、iLiLFP/C-SiLiLFP/CNaCuFeMnO/Coke?Li/S-MxS?2015?2020?2025?2030?2035?Wh/kg?25-10wt%?10-1wt%?0wt%?350-400Wh/kg?250Wh/kg?1000Wh/kg?300Wh/kg?350Wh/kg?3500Wh/kg?2600Wh/kg?600Wh/kg?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)

13、17u?去?去?封?10-15kW/kg?20kW/kg?2.3.2?-?务?200?务?280?0.25W/mK?务?务?告?64MGOe?2040?2045?2035?硼?送?务?2035?2035?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)?研?务?u?u?封?2.3.3?-?姿?姿?姿?纸?姿?FCS?纸?纸?导?研?FCS?PFCS?AFCS?AFCS?Autopilot?L1

14、?L2?L3?L4?L5?撑练?覆?封?撑练?研?封?eVTOL?务?纸?纸?纸?研?研?研?研?务?务?姿?UAM?(?)?(PIC)?UAM?UAM?UAM?务?UAM?(HOVTL)?(HOTL)?务(HWTL)?ATMUAM?纸?18?封?封?撑练?封?封?封?封?纸?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)?2.4?务?尽/?尽?ESC?!?!?19亿欧智库-陈皓(79125

15、)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)PART03.?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)21u?务?3.1?务?务?务?务?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓

16、(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)223.2?22u?务?孪?孪?姿?姿?研?撑?务?研?确?姿?姿?务?割?群?研?割?封?研?纸?研?纸?研?研?务?纸?研?姿?纸?研?割?纸?的?务?纸?纸?孪?的?务?纸?姿?1?研?研?纸?姿?4?/?14.5?/?3.6?纸?封?纸?20%?15%?2?9?研4349?5?研?11.5?7?55?1043?5.19?25.79?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79

17、125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)233.3?23u?撑?:?务?撑?须?封?须?务?务?纸?姿?撑练?纸?姿?务?割?络?割?的?撑练?姿?封?封?纸?导?务?割?撑练?割?割?割?纸?割?割?务?纸?孪?撑练?务?务?纸?4G?10W?封?纸?纸?2021?姿?纸?割?200?纸?5000?模?纸?纸?72?25?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125

18、)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)243.4?24u?务?割?纸?割?纸?割?姿?务?纸?务?割?油?姿?割?务?务?姿?务?纸?务?eVTOL?20?2.5?3?20?模?2024?1?纸模?模?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)PART04.?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125

19、)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)26?导?割?GPS?务?割?副?告?!?务?副?导?!?u?尽?2017?尽?导?u?尽?封?封?尽?/?缆?封?1+3+N?务?送?19?!?务?-?务?4翔?够?纸?纸?4?纸?3?N?CSDTHE?LSTM?TDOA?5G+?!?研?纸?确?!?纸?封?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)

20、亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)?u?尽?2015?封?尽?封?10?u?尽?务?27?模?封?/UWB/GPS/RTK?/?/?务?/?封?C?C+?Python?ROS?Matlab/Simulink?模?封?模?MBD?研?/?/撑?/?纸/?/?姿?/?,?姿?姿3kg60kg?24?GPS?撑?姿?10kg?60kg?务?姿?名?务?务?务?务?务?名?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓

21、(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)28u?9?2?锐?7?u?-?纸?2022?纸?550?50%?纸?150?纸?模?2024?4?封?封?封?封?WORLD?务?确?封?纸?纸?纸?纸?纸?封?务?纸?20?务?13?务?封?封?务?务?封?封?UAM?务?4.4?务?30?纸?9+2?资?100?纸?纸?eVTOL?纸?2023?11?20?务?研?11?封?确?封?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79

22、125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)29?50%?100?50%?500?(?)50%?500?50%?300?1000?50%?10?300?100?(?)?10%?200?50%?100?50%?500?300?50%?10?100?70%?500?50%?100?70%?300?70%?500?50%?50?2?100%?150?3-5?70%?100?1000?1?50%(?)?20%?200?10%?50?20%?50?40%?4000?50?20%?200?60%?600?(?)?30?15?1000?30%?1000?5?2

23、5?eVTOL?/?50%?1500?50%?100?eVTOL?1000?500?300?5000?2%?500?2000?20%?1000?eVTOL?eVTOL?50%?3000?/?2000?(?5%?1000?100?2000?;?/u?u?告?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)30?2000?(?)?20%?3000?2000?5000?1?3?20?50?100?3

24、00?1000?3000?1?3?10?30?50?100?2000?(?)?10%?1000?2000?5000?1?3?5?20?50?100?300?500?1000?3000?5000?1?3?10?30?50?200?600?1?1000?(?)?2000?5000?1?50?100?200?:?500?-2?30%?1000?2?5%?3000?/?50%?500?1500?25kg?25?/?25kg-150kg?50?/?模?5000?20?1000?500?20?100?1?1?10?务?500?35?200?1?1?40?;?务?500?(?)?10%?100?50%?40

25、0?eVTOL?50?25kg?35?/?25kg?务?50?/?1000?;?1500?2000?200?25kg?30?/?500?25kg?务?90?/?1000?务?1000?eVTOL?50%?务?务?100?/?200?/?300?/?1000?300?(?)?50?3?(?)?50?100?25kg?10?/?50?;?25kg?务?20?/?100?100?50%?300?20%?500?20%?50?;?,?50%?100?100?10%?500?70%?100?;?50?50?30?10?20%?100?50%?18?3?50?;?50%?200?500?;?务?20%?5

26、0?;?30%?1000?200?5?20%?100?/?20%?200?30%?50?10%?50?1000?1000?/?20?/?10?/?;?20%?100?5000?1?5?10?150?300?1000?2000?2000?5000?1?5?60?150?300?1000?1?500?2000?5%?1000?5000?1?5?10?150?300?1000?2000?2000?5000?1?5?60?150?300?1000?(?)?1?20%?6000?/?(?)?1?20%?3000?eVTOL?(?)?2000?(?)?5%?1000?;?/?/亿欧智库-陈皓(79125)

27、亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)?u?封?撑?eVTOL?-?名?税?31?封?够?2022-2024?纸?2023?11?封?封?摧?确?务?纸?封姿?务?封?纸?纸?封?纸?割?纸?纸封?姿?2023?2?eVTOL M1?模?纸?务?纸?封?纸?封?纸?纸?封?纸?纸封?纸?:?纸?覆?:?纸?撑?纸纸?纸?:?姿?确?务?封?纸?纸?:?纸?姿?导?:?纸?导?姿?撑练?务?副?M1模?模?副?纸

28、?:?纸?纸?纸?姿?:?(?撑?)?:?姿?:撑练?(?)?封?副?Evtol-?纸?确?务?纸?纸?硼?务?模?送?够?+?+?纸?封?封?封?纸?研?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)u?告?确?确?-?32?姿割?30-40%?纸?纸?封?割?割?封?够?割?封?够?纸?割?500?纸?封?封?割?姿?割?纸?纸?务?纸?模?纸?60?4?封?5G+?+?eVTOL模?纸

29、?纸?封?姿?244?务?181?务?模?纸?纸?纸?姿?封?姿?封?封?纸?够?2023-2025?纸?封?封?纸?封?纸?封?纸?6?1652?17?纸?纸?纸?4?3?油?2020?70?2012?!?!?告?2022?务?UAM?2023?模?-?-?,?(?)?,?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)33?-?u?封?封?封?15%?15%?30%?的?A?10%?的?3

30、00?23?3?84%?务?千?10?87.6%?50%?够?纸?纸?确?纸?络?纸?纸?姿?纸?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)PART05.?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-

31、陈皓(79125)?35?35u?务?封?撑?务?牌?u?锐?锐?务?纸?撑练?撑练?务?纸?务?纸?确?确?确?纸?纸?务?模?纸?纸?务?割?纸?100?姿?20?纸?割?封?割?割?纸?纸?导?纸?确?确?割?导?确?撑练?割?封?确?割?确?割?研?割?割?GPS?纸?封?,?纸?纸?割?纸?割?纸?封?纸?GPS?痪?割?务?ADS-B?纸?姿?SSR?纸?务?ADS-B?SSR?!?割?姿?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125

32、)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)36u?锐?告?2024?2025-2030?务?2030-2035?2035-2040?覆?纸?务?务?撑练?覆?割?撑?研?的?B?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)?u 厅?厅?u?厅?封?u?37?亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)亿欧智库-陈皓(79125)

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