1、September 2025Rina Su,Dong Cui,Yue Hong Zhang,and Shuding KangWhitepaper on Chinas Manned eVTOL MarketContents1.Market Enablers:Chinas Skies Are Clearing up for eVTOLs 11.1 Key Technological Breakthroughs Unlocking a New Class of Aircraft 21.2 Expanding Use Cases Driving Product Differentiation 31.3

2、 Foundational Enablers Accelerating True Commercialization 42.Market Outlook:eVTOL Market Is Poised for Takeoff 112.1 Personal eVTOLs:Carrier for a Diversified Flight Experience 112.2 Mobility eVTOLs:Unlocking Private and Public Aerial Transit 182.3 Diverging Commercialization Timelines for Personal

3、 and Mobility eVTOLs 233.Strategic Prospects:Charting the Skies for Chinas eVTOL Players 253.1 Development Pathways 253.2 Key Capabilities:Navigation for Market Leadership 264.Global Potential:New Courses Across Global Crosswinds 285.Horizons Unbound:Chinas eVTOL Sector Poised for Ascent 32Boston Co

4、nsulting GroupSeptember 20251.Market Enablers:Chinas Skies Are Clearing up for eVTOLseVTOL stands for electric vertical takeoff and landinga new class of aircraft that combines the vertical lift capability of helicopters with the efficiency of fixed-wing flight,powered entirely by electric propulsio

5、n.Free from reliance on runways and offering quieter,cleaner operations,eVTOLs are widely seen as the technological foundation for the next era of low-altitude urban and regional air mobility.From a classification perspective,eVTOLs differ significantly from helicopters,short takeoff and landing(STO

6、L)aircraft,and conventional fixed-wing aviation.Within electric aviation,eVTOLs further segment into configurations such as multicopters,lift-plus-cruise models,and tilt-rotor designs,forming a diverse product ecosystem alongside hybrid and electric fixed-wing aircraft1.(See Exhibit 1.)1 This whitep