界面新闻记者 | 薛冰冰

界面新闻编辑 | 沈霄戈

“mangyuyewu、mangyujiedai，gongsihuiyishidoupaibukai。shenzhennanshanzhanxintoudetouzituanduizhijiezuodaodishang，zaizheizhonghuanjingxiawanchengleduiwomendejindiao。”

huiyiqizheiyimu，evtol(diandongchuizhiqijiangfeixingqi)zhizaoshangwolantehehuorenhuangxiaofeirenggankaiwanfen。jinnianshangbannian，nanshanzhanxintouduiwolantewanchengleshuqianwanyuandetouzi。

evtolshidikongjingjidezhongyaozaitizhiyi，dikongjingjishiyiyourenhewurenjiashihangkongqiweiqianyin，feixinggaoduzai300miyixiakongyu，fushedaidongxiangguanlingyuronghefazhandezonghexingjingjixingtai。2024nianquanguolianghuijiang“dikongjingji”xieruzhengfugongzuobaogaohou，quanguo20duogeshengshixiangjichutaizhengcedazao“tiankongzhicheng”，bingqiantouchenglidifangxingdikongjingjiguozipingtai。2024nianyebeichengweidikongjingjiyuannian。

12月20日，背靠本地六大国企，上海成立低空经济产业发展有限公司；12月23日，中共中央办公厅、guowuyuanbangongtingfabujiakuaijianshetongyikaifangdejiaotongyunshushichangdeyijian，tichuyaochixutuijinkongguantizhigaige，shenhuadikongkongyuguanligaige，fazhantongyonghangkonghedikongjingji。

xiabannianqi，gengduodetouzijigouguoduanchushou，qiechushoujiezouyuelaiyuekuai，“youzhongzaibuxiashoujiuwanledexintai”，lingyijiaevtolzhujichanglingzhonglifeijigongyelianhechuangshirenjiasiyuanshuo。

yuyiwangfengkouxingyexiantangainianbutong，suizheyanfajindudejiakuai，bushaoevtolzhujichangxiaxianlequanchicungongchengyangjihuozhesuobiyanzhengji，bingjijiduiwaizhanshihexiaoshou。

diqijiezhongguojinbohuihedishiwujiezhuhaihangzhan，shizuihuobaodezhanshiwutai，zhongduoevtolzhujichangxiezijiadefeixingqitongtaijingji。zairentouzandongdezhantaishang，suichukejianzhanshangfuzerenhuoyuedeshenying，tamenbuyiyulidixiangxianchangguanzhongjieshaochanpin，“hangsu”、“licheng”、“chongdianshijian”dengchanpinxingnengdoushifanfubeitijidegaopincihui。

anzhaogejiazhizaoshangjichudejindujihuabiao，zairenbanevtolshihangquzhengshijiandaduozai2026-2027nianqianhou，zheiyeyiweizhezaicizhiqian，damochanpin、youhuaxingnengshigezhujichangmaitoukugandezhongyaofangxiang。

群雄争锋

anzhaozhengjigouxingdebutong，evtolkefenweiduoxuanyi、fuheyi、qingzhuanxuanyisandazhuliujishuluxian。duoxuanyixingevtolwenshishijianzuizao，tongguokongzhiduogexuanyideshenglidaxiaoshixianfeixing；fuheyixingevtoldeshenglihexunhangyongdeluoxuanjianggeziduli，fenbieshixianchuizhiqijianghexunhang；qingzhuanxuanyixingevtoldexuanyikeyizaichuizhiqijiangshichuizhifangzhi，zaixunhangshiqingxiebingxianggudingyifeijiyiyangqianjin。

就国内制造商而言，多旋翼以亿航智能(NASDAQ: EH)、xiaopenghuitianweizhudao；zaifuheyibeihoushifengfeihangkong、wolante、yufengweilai、lanyihangkong、yiweitedengduojiaqiye；qingzhuanxuanyibeihou，youyouwofeizhangkong、shidekeji、lingzhongli、beifeizhihang、huayuxianxiangdengyizhongzhujichang。

“renheyigexingyezaoqidejishuluxianxiangduidoubijiaofasan。zheishijiyumeigetuanduiduishichangderenzhi、zishendejishujilei，jiqijishuqiangxiangsuozuochudejueding。”jiasiyuangaosujiemianxinwen。

duoxuanyihangchengjiaoduan、sudujiaoman，danyanfazao、chengbendi；fuheyidianjiduo、chengbengao、zhandimianjida，danyanfananduzhongdeng；qingzhuanxuanyiyanfananduda，danjingjijiazhiyeda。

shidekejishiguoneishoujiayanfaqingzhuanxuanyigouxingdeevtolgongsi，zaichuanglizheijiagongsiqian，hehuorenjiancmojiangjunyouguoyinianzuoyoudefuheyigongsigongzuojingli。taxiangjiemianxinwenjiangshu，zhisuoyilikaishangyijiagongsizhuanshentouruqingzhuanxuanyi，hehaiwaievtolchangshangfazhanjieduanyoutebiedeguanlian。

2020nianqianhou，henduohaiwaigongsikaishizhuanxiangqingzhuanxuanyiluxian，yunyingshangxuyaochengbengengdi、sudugengkuai、xiaolvgenggaodefeiji，qingzhuanxuanyijishufangangengnengmanzushangyehuadexuqiu。“zhongguodangshimeiyouyijiaqingzhuanxuanyigongsi”，zaizheizhongqijixia，jiangjunyuhehuorenchuangbanleshidekeji。

“meibiyaojiangfuheyiheqingzhuanxuanyi（jishu）duili”，2021nianchenglizhijin，zaizhugongqianzhejishudewolantehehuorenhuangxiaofeikanlai，yigesaidaoganghuohuiyouhenduojishuluxianzhizheng、henduoweigainian，kehuzhenshixuqiuhuibeizheixiegainiansuoyangai。kaolvdaokehuduianquan、xiaolv、chengbendezhizhe，fuheyiyexubushiyigexitongjie，danyidingshigangganjiehezuiyoujie。

yeyouchangshang“buzuoxuanze，quandouyao”，lingzhonglishiweishubuduotongshibujuduoxuanyi、qingzhuanxuanyiliangzhonggouxingdeevtolzhujichang。

zailingzhonglikanlai，qifeizongzhong2.5dun、hezai6rendeqingzhuanxuanyigouxing，shixuyao10nianyanfazhouqi、touruzijintiliangjiaodadechanpin，“ruguobasuoyoujinglidouyongzaizheiyigechanpinshang，zhonghouqifengxianhuipianda”，lingzhonglilianhechuangshirenjiasiyuanshuo，tamenkaifadeduoxuanyigouxingzg-one“quefei”，haozi2yi，yanfashijianxiankekongzhizai5nianzuoyou。

“xianzaigongsideduoxuanyiyixiangdingdanyijingchaoguo1000jia，yifangmiankeyibangzhugongsigengkuaishixianyingli，lingyifangmiantongguoduoxuanyichanpindebuju，keyidailaizonghedenenglijianshe，baokuocongshengchandaoshichangzaidaoshouhoudequanliantiaojiaofufuwunengli，jinerweiqingzhuanxuanyichanpindaxiajichu。”jiasiyuancheng。

资本的投票

evtolchangshangduoweichuchuanggongsi，yanfatourujuda，zaishihangquzheng、daguimoshangyeqiannanyichuangzaoxiaoyi，rongzishigongsifazhanxiaqudeguanjianzhicheng。nengduodachengduhuodezibenqinglaichengweievtoljishugouxingmianduideyouyicijueze。

guoneiweiyiyijiazainasidakeshangshideyihangzhineng，chenglizhangdashinian，yeshinadaozuiduorongzideevtolgongsi。yinruxingzao，yihangxuanzedeshiyanfananduzuidi、qiejishulujingxiangduichengshudeduoxuanyigouxing。

wolantezongrongzilunshuyingtouganshang，jinqigangwanchengdi9lunrongzi，danshishangweiduiwaigongkaifabu，jinnianneiderongzicishudadao6lun。qihexinchanpinve25-100shidianxingdefuheyigouxing，yeshimuqianquanqiufanweineiyizhideqifeiliangzuida、qiekecangkongjianzuikuankuodezairenevtol。qiyuzhujichangzongrongzilunshushaoze2-3lun，duoze5lun。

gongxinbuxiashujigousaidiguwenfabude《zhongguodikongjingjifazhanyanjiubaogao(2024)》xianshi，qunian，zhongguoevtolzhengjizhizaolingyudetourongzizhuyaojizhongzaiqingzhuanxuanyigouxinglingyu，zibenbijiaokanhaozheiyijishuluxianyinerjiadaletouzi。

dancongyipiludetourongzijinelaikan，duoxuanyigouxingjishufengxianheyanzhinandujiaodi、xiangduijiaokuaishixianchanyehuadeng，xiangguanzhengjiqiyehuotouzijinezuida。

 “dikongjingjishigezhangpohouxuedesaidao，qihexinjiushievtolzhuji。”rongyitouzigaojihehuorenzhaojucheng，tamenzaozai2017nianqianhoujiujiechuevtolzhujilingyu，dangshiquanqiudiyijiaevtolzhizaoshangjobyshangweishangshi。cong2018nianzhijin，rongyitouziyixiangguoneifuheyigongsi——yufengweilailiantousanlun。

“womentouzikendingqingxiangyujingjijiazhigenggaodelingyu。”

zhaojufenxiqitouziluoji，duoxuanyigouxingdehangchengzhinengdadaofuheyi、qingzhuanxuanyide10%-20%，shiyongyudikongguanguang、duanjuliwuliuyunshudengxiandingchangjing。errongyitouzigengkanhaojinengchuizhiqijiang、younenglianxufeixing200gongliyishangdeevtol。

zaifuheyiheqingzhuanxuanyierzhedexuanzeshang，rongyitouziqiangdiaogongchenghuaqushedeyuanze。zhaojugaosujiemianxinwen，shangyekeyunfeijikanzhongxunhangsudu、buzhuiqiujunshishangdejixiansudu，fuheyisuiranzuidasudubibuguoqingzhuanxuanyi，danqiyongyouchuizhiqijiangheshuipingtuijinliangtaodulidedonglixitong。pingfeishi，chuiqideyitaoxitongxiangdangyujixiejiangluosan，xiangqianfeidedonglixitongyidanchuguzhang，feixingqirengnenganquanjiangluo。

“zheiqishishigongchenghuadequshewenti，shidangxishengjixiansududengjishuzhibiao，huanlaianquandu、kekaodudejidatisheng。”zhaojushuo。

bujufuheyigouxingdegongsibuzhiyijia，rongyitouzizhisuoyijielianyazhuyufengweilai，haikanzhonglegongsidehexinjishunenglijishangyelujing。

赵炬直言，飞机总体设计和配套飞控系统是初创eVTOL企业核心研发能力的体现，御风未来拥有完全自主defeikongxitongshejinengli。ciwai，yufengweilaishangyelujingshi“liangtiaotuizoulu”，yanfaevtoldetongshi，tongguogongyejiwurenjidexiaoshoushixianyingshoujinyi。budandanyilairongzishuxue，gengnengziwozaoxue。

运营商的选择

zaijinnianjinbohuihezhuhaihangzhanqijian，bushaoevtolzhujichangzhanhuolechengbaishangqianjiadekehudingdan。

xiaopenghuitian“ludihangmu”feixingqicheqianxiaquanqiufeixingqichelingyuqijinweizhizuidadingdan——gongji2008tai；yufengweilaihepuyinjinzujiu100jiam1zairenbanevtoldachengzhanlvehezuocaigouyixiang，zongjinechao10yiyuan；wolantezeyunanhangtonghangqiandinglejiyuve25-100xingevtolcaigoudeyixiangxieyi。ciwai，wolantehaiyuzhongguotonghang、zhongguofeilong、jinlugongwuqianshuyixiangdingdanchao150jia，dingdanjineyu35yiyuan。

“meizhongjishuluxianbukenengzhiyouyoudian、meiyouquedian，kehuzuizhonghaishiyaohuansuanchengshibushigenganquan、chengbenshibushigengdi、xiaolvshibushigenggao。”wolantehehuorenhuangxiaofeicheng。

xingkonghui|sirenfeixingjulebu（xiachengxingkonghui）hexiaopenghuitianqianshule58taifeixingqicheyixiangcaigoudingdan，julebuhehuorenlixianyongxiangjiemianxinwentoulu，maizheimeduobingfeiquanbuyougongsizijiyunying，haiyoubushaojulebudexueyuanhekehuxiangyaogoumai，lingwaiyekeyixiangdikongjingjilingyuyouxuqiudedanweihegerenjinxingchushou。

xiaopenghuitianzaituichu“ludihangmu”feixingqicheqian，cengpaituanduidaoxingkonghuizhuzhajinlianggexingqi。“julebukehujuedabufenshigaojingzhirenqun，shenjiaqianwannaizhishangyiyuan，zheixiekequnqiaqiashixiaopenghuitianfeixingqichejingzhunyonghuqunti。”lixianyongcheng，zhuzhaqijian，xiaopenghuitiantuanduiderenjianfengchazhenhejulebukehuliaotian，lejietamendexuqiuhexihao，yicijinxingqianqiyonghudiaoyangongzuo。

chuleludihangmuzhiwai，xingkonghuihaiheshidekejiqianshuleqingzhuanxuanyichanpine20caigouhezhanlvehezuoxieyi。dangbeiwenjiweihekanzhongxiaopenghuitianheshidekejideevtolchanpinshi，lixianyongjichuleyigechuhuyiliaodedaan：waiguanhaokan。

“feixingqiduigereneryanbingbushigangxu，gengxiangaicherenshikaichaopao”，tajieshi，“kaichulaiyaokanyoumeiyoubianshidu、nengfoutuxiangexing”。congweilaishichangtuiguangdejiaodueryan，zaihaokanheanquanzhiyu，haiyaokanjingjixing，jiyunyingchengbenhehouqiweixiuweihuchengbendi。gengweiguanjiandeyidian，zaiyuxuhangzhangduan，xuhangnengliqiangcaijuyoushiyongjiazhi。

xiaopenghuitiandefeixingqicaiyongduoxuanyigouxing，suirangaigouxingtongchangyicizhinengfei20-30fenzhong，danshixiaopenghuitianludihangmu“luxingti”bufenzaimanyoumandianqingkuangxiakeji“feixingti”buneng6ci，shiyongxingdadatigao。

jinlugongwushihaihangqixiagongwujiyunyingshang，2020nianqijiujiadaleduievtollingyudeguanzhulidu，zhudongyuguonei7-8jiaevtolzhujichangjinxingleshenrujiaoliu，bingyujinnianjinbohuiqijiancaigoulewolantefuheyigouxingevtol。

“zuoweiyunyingshangzaixuanzeevtolchanpinshi，anquanxingshiwomenshouyaokaoliangdeyinsu。zheibaokuoevtolchangshangduiyuhangkongqideshejizhizaolinianshifouzhuzhonganquan，yijichanpinbenshendeanquanxingnengruhe。”jinlugongwuxiangguanfuzerencheng。anquanxingzhiwai，gongsihaifeichangkanzhongchanpindeshushixing、xingneng、jingjixinghechuangxinxing。ciwai，changshangdeshouhoufuwunengliheshichangqianliyeshizhongyaokaoliangyinsu。

gaifuzerentichu，wolanteve25-100chanpinzaianquanxing、shushixing、jingjixinghechuangxinxingfangmiandadaolegaobiaozhun。liru，kuandadekecangkongjianbujinmanzulechengkedeshushixuqiu，yeweigongsitigonglegengduodeyunyingkenengxing。xianjindefeikonghehangdianxitongtishenglefeixingdejingzhunduhexiaolv。

未来前景

fangyanguoji，quanqiudiyijiaevtolzhizaoshangjoby(nyse: joby)yu2017nianqianhouxiaxianqingzhuanxuanyiquanchicunyanzhengji；lingyijiagongsivertical(nyse: evtl）qichuweiduoxuanyichanpin，2020nianmaixiangleqingzhuanxuanyigouxing。guoneifangmian，wofeizhangkongyecongfuheyibanluzhuandao，rujinzhuliyanfaqingzhuanxuanyichanpinae200。

duici，shidekejihehuorenjiancmojiangjunrenwei，2021nianhenduorenshuoqingzhuanxuanyizuobuchulai，2022niantaolunqingzhuanxuanyikaifayounandu，dandao2024nian，henduogongsidouzaibujuqingzhuanxuanyi。liru，xiangbishangyijie，jinnianzhuhaihangzhanshangchuxianxuduoqingzhuanxuanyichanpin，qingzhuangouxingjishuqutongxingyijingxianxian。

“随着商业化时间的到来，行业会筛选最终有商业价值的产品。”蒋俊称。

buguo，jiemianxinwenzaicaifangguochengzhongfaxian，xiangbi“qingzhuanxuanyihuizouxiangyijiaduda”depanduan，chi“weilaiduozhongjishulujinghuibingcun”guandiandehaishizhanduoshu。

zaijiasiyuankanlai，meiyizhongjishulujingdouyougezideyoushi。yiduoxuanyijuli，duoxuanyichanpingengxiaoqiao、youxiaozaiheweiyidaolianggeren，nengbijiaokuaidijinrushichangshangyehuayunying。weilaisuizhedikongjiaotongchengshu、dianchinenglimidutisheng、jianzhongyouhuadeng，duoxuanyichanpinyiranyouyongwuzhidi，nenggoumanzumoshaodianduidiandekuaijiejieboxuqiu。

“muqianquanqiuevtolhaishuyuyanfahequzhengdezaoqijieduan，zaijiexialaideliangsannian，meiyizhongxifengouxingdekeshixianxing、xiaolvdouhuitixianchulai，neishijishulujinghegouxinghuiyoujinyibudeshoulian。”jiasiyuanrenwei。

xiaopenghuitianchuangshirenzhaodelitichu，zuochanpinbunenggouyigechanpindatianxia，buguanshiduoxuanyi、fuheyihaishiqingzhuanxuanyi，kanxuqiushishenme、dashenmeshichang。duoxuanyitianranyoushishixuantingnenglihao，keyimanmantingxialaikanjingse。danyaojiejuechengjijiaotongwenti，xuyaofeidekuaifeideyuan，duoxuanyi、fuheyidoudabudaosuduyaoqiu，zhiyouqingzhuanyinengzuodaoshisu350gongli。

rongyitouzigaojihehuorenzhaojucheng，yexu10nianyihouevtoljishulujinghuizouxiangqutong，danxianzaigejiaevtolchangshanghaishixuanzezijirenweizuiheshidelujing，yiqieliujishichangquxuanzehejianyan。