Event: On January 10, Xpeng said that its Guangdong Huitian Aerospace Technology Co., Ltd. will start accepting orders by the end of this year and start deliveries by the end of 2025.
Some institutions predict that by 2030, there will be 12,000 flying cars in the world for air taxis, airport shuttles and intercity flight services, and the global flying car market will reach 55 billion US dollars. By 2040, the market size is expected to exceed $1 trillion, and by 2050, this figure will reach $9 trillion, of which China's addressable market size is expected to be $2.1 trillion.
From a policy perspective, Shenzhen and other places have clearly expressed their support for low-altitude economic development.
According to statistics, Hunan, Anhui, Guangdong, Jiangxi, Shanghai and other places have successively introduced policies to support the development of low-altitude civil aircraft industry represented by flying cars. At the end of December 2023, the seven departments of Shenzhen jointly issued the "Several Measures of Shenzhen to Support the High-quality Development of Low-altitude Economy", which mentioned that the industrialization of manned eVTOL, flying cars and other application products will be accelerated.
1. The main player of flying cars
Xiaopeng, the current head player
Wanfeng Aowei, the diamond eDA40 pure electric aircraft has successfully made its first flight
Shangluo Electronics is about to achieve its first flight
2. Related cooperative companies
Koyo Co., Ltd., Xpeng flying car project fixed-point
Sunward Intelligence, Volkswagen flying car OEM manufacturing
Mori Kirin, Xpeng flying car tires
Prince New Materials, Xiaopeng cooperation
3. Flying car driver's license related
This is a very important link, a single driver's license is worth 20,000, and the market space is also large. There is no specific standard yet, but driving a flying car must be less difficult than flying an airplane. If pilots can be trained, it is not a big problem to expand the business in this area.
Haite high-tech, flight simulator, equipment for research
Sinochem Geotechnical, a subsidiary has a private driver's license training business (similar to a driving school), and the threshold is huge.
Oriental fashion, driver training, the largest in the country. There is a possibility of business expansion.
4. Key material - carbon fiber
Flying cars, the construction material needs a certain strength, but also light, the mainstream material is carbon fiber.
Jilin Chemical Fiber, carbon fiber production capacity market share is the first in A-shares.
It is not intended as a securities recommendation or investment advice, it is intended to provide more information, and the author does not guarantee the accuracy of its content.