Recently, there are new trends in the global electric aviation field: Nordic countries plan to jointly develop electric aircraft, and the domestic electric aviation industry chain report has come...... Electric Aviation is accelerating to the era of large-scale application.

01

the development of the five northern European countries electric aircraft

according to Xinhua news agency, recently, the Swedish government announced that transport ministers from Denmark, Finland, Iceland, Norway and Sweden signed a statement during the Nordic transport ministers meeting held in Gothenburg, Sweden, cooperation among Nordic countries will be strengthened to promote the development of commercial electric aviation.

On the supply side, North European countries has become an "ideal testing ground" for electric aviation due to its unique geographical characteristics and support for carbon neutrality in the transportation industry ".

According to the data, the European Union first certified electric aircraft in 202020. in November 2022, the transport ministers of Northern European countries promised at the relevant meeting that they planned to establish a Nordic zero fossil fuel route by 2030. This commitment includes promoting the development of zero fossil fuel aviation worldwide. At present, short-distance routes below 400 kilometers are the initial target market for the development of Nordic electric aircraft.

02

the development trend of electric aircraft in China appears

in fact, it is not only northern Europe that adds code for Electric Aviation, but also the eve of mass production applications in China. Up to now, Beijing, Shanghai, Guangzhou, Shenzhen, Chengdu, Zhengzhou, Nanjing, Hangzhou, Qingdao and other cities have successively launched specific support policies and action plans for low-altitude economy to help related enterprises develop.

As the main force in the field of electric aviation, China's eVTOL (electric vertical takeoff and landing aircraft)/electric flying vehicles and other electric aircrafts have developed rapidly in the past two years.

For example, the second quarter performance report of 2024 released by eVTOL head company Yihang intelligence shows that its current revenue is 0.102 billion yuan, an increase of 919 percent year-on-year, a 9-fold increase, the quarter-on-quarter revenue also increased by 65%, reaching a record high. In terms of profits, turn losses into profits (after adjustment).

According to its disclosure, since Q4 last year, it has obtained more than 1100 batch pre-order orders in the Chinese market.

It is understood that aircraft needs three types of certificates from production to commercial operation, namely model certificate (TC), airworthiness certificate (AC) and production license (PC). On April 7 this year, the Civil Aviation Administration of China issued a production license for Yihang intelligent EH216-S unmanned manned aircraft system, which also made hundreds of millionsAirintelligence has become the world's first eVTOL product with three certificates.

It is worth mentioning that only Taiyuan Xishan wenlv has issued 50 EH216-S purchase orders to Yihang intelligence, and 450 more will be purchased in the next two years, create a local "low altitude + tourism" demonstration project.

The application of Yihang intelligent eVTOL products is only a microcosm of the rapid development of low-altitude Economy and electric aviation. In terms of market, the data released by the Civil Aviation Administration of China shows that the market scale of China's low-altitude economy is expected to reach 3.5 trillion yuan by 2035.

In battery in China's view, China's electric aviation industry has broad prospects and presents the following development trends:

first, in terms of market expansion strategy, dual-line evidence collection at home and abroad has been promoted simultaneously.

This is the airworthiness evidence collection strategy of Fengfei Aviation, an aircraft enterprise. According to the data, its manned eVTOL aircraft is conducting airworthiness evidence collection by European Aviation Safety Agency (EASA), and its V2000CG unmanned aircraft have obtained TC certificates in China.

To some extent, its two-line evidence collection strategy also reflects a kind of "sailing & rdq" that eVTOL enterprises in China may adopt in the future.uo; Strategy, in this way, it may be able to import the global electric aviation industry chain faster and participate in the global electric aviation process.

Secondly, China's continuous innovation and upgrading of battery technology will help the large-scale application of electric aircraft.

Yang Ning, director of Yihang intelligence, once said, "improving operational efficiency and reducing operating costs with higher energy density batteries and faster charging time is the prerequisite for accelerating the popularization and application of eVTOL products."

it is worth mentioning that our country has leading new energy battery technology and rich industrialization experience, which will help our country and even the global electric aviation downstream enterprise aircraft commercial application.

Thirdly, the aircraft of the new configuration eVTOL/flying vehicle will gradually increase, and higher requirements will be put forward for aviation batteries.

Due to different application scenarios, electric aircrafts currently have unmanned and manned driving; 5 seats, 8 seats; And different types of propellers for driving. With the promotion of innovative technology, it is expected that more aircraft with new configurations will be launched in the future, which will also require corresponding aviation batteries to have different performance advantages, and battery technology upgrading is facing challenges.

In addition, the popularization of electric aircraft cannot be separated from infrastructure construction. At present, many parts of our country have issued development plans for electric aviation industry, including infrastructure construction such as route design, aircraft take-off and landing points, aircraft charging facilities, etc.Putting forward a clear action plan will also provide convenience for China's electric aviation industry to enter public life as soon as possible in the future.

03

pay attention to the commanding heights of new energy new market and add code to aviation battery layout

looking around the world, apart from China, Europe, the United States, Japan, South Korea and other regions around the world are busy laying out eVTOL tracks, the recent layout of the Nordic plus code electric aircraft field also supports the high-profile expectations of the electric aviation industry in overseas regions.

Aviation electrification is regarded as another emerging important application market for new energy batteries after the large-scale application of automobile/ship power and energy storage markets. As the core component of electric aircraft, the landing of aviation battery technology is the commanding height of this market, so it has attracted much attention from the industry.

In terms of technology, in March this year, the implementation plan for innovative application of general aviation equipment (2020-2030) jointly issued by the Ministry of Industry and Information Technology and other four departments proposed: promote the mass production of 400Wh/kg Aviation Lithium battery products and realize the application verification of 500Wh/kg Aviation Lithium battery products. This also points out the direction and goal for the development of aviation batteries in our country.

As for the market requirements of eVTOL batteries, battery enterprises such as Ningde era, Yiwei Lithium Energy, Juwan technology research, Guoxuan Gaoke, Zhengli Xineng, voseng technology, LISUN battery, Bick battery and so on have all laid out relevant product R & D and suppliers.Industrialization.

Ningde era revealed on June this year that the 4-ton electric aircraft battery is equipped with its condensed state battery with a single energy density of up to 500Wh/kg, which can be charged in a few minutes; and actively invest in and accelerate 8-ton research and development.

The energy density of eVTOL battery pushed out by Yiwei Lithium Energy in June is as high as 320Wh/kg, which supports fast charging to 80% within 10 minutes, and meets the high output capacity of 10C and cycles for more than 7,000 times in the whole life cycle. At present, yiweili Lithium Energy has delivered A sample to overseas aviation partners.

Bick battery is exposed in June. Aiming at eVTOL field, products such as full pole ear cell platform 2170-48B cell, 2170-55B cell, large cylindrical full pole ear platform 4680 cell are launched to meet manned passenger transport, high-energy requirements in different application scenarios such as cargo transportation and police security.

Juwan technology research released its eVTOL aircraft ultra-fast/ultra-fast rechargeable battery system in April, and signed a strategic cooperation with Yihang intelligence. The battery system adopts ternary lithium battery, and the energy density of the system is 25% higher than that of current eVTOL battery. It only takes 5 minutes to 10 minutes to charge 30% to 80%.

In the same month, Fu Neng technology said that it had obtained the fixed point of Shanghai Science and Technology Co., Ltd. in the field of manned flight, and had cooperated deeply with overseas head Enterprises and delivered products in eVTOL market.

LISUN battery has achieved 310Wh/kg-36The development or application of a variety of high-energy density batteries such as 0Wh/kg are mainly located in ultra-long life battery fields such as electric vehicles, consumer unmanned aerial vehicles, eVTOL/flying vehicles, etc.

According to the data, Guoxuan Gaoke and Yihang intelligence signed a strategic cooperation agreement in last December to jointly develop power cell solutions for eVTOL products.

Zhengli Xinneng has launched the "three high and one fast" aviation battery solution, and its aviation battery energy density reaches 320Wh/kg; It still reaches the high rate discharge performance above 12C under 20% SOC; it can be charged to 80% in 15 minutes; It meets aviation safety standards.

As the Swedish Minister of Infrastructure and housing Andrés Carlsson said, "Electric Aviation is very important to the transformation of the aviation industry. It can not only reduce carbon emissions, but also accelerate the transition of aviation industry to zero fossil fuels together with other sustainable fuels."

in terms of market, at present, overseas regions such as the United States, Europe, Japan, South Korea and so on all have the layout of relevant enterprises, and some enterprises have received billions of dollars of financing, and the speed of technical verification is also accelerating. The commercialization schedule of China's electric aviation head enterprises has been announced, and China's lithium battery industry chain enterprises with technological advantages have also been deeply engaged in the bureau. Which battery companies will enter the aviation battery TOP10, the industry remains to be seen.