With China's low-altitude economy designated as a strategic emerging industry in the 15th Five-Year Plan, markets for eVTOL aircraft and electric drones are poised for explosive growth. A comprehensive industry report indicates that aviation batteries have become a new competitive frontier.
Ganfeng Lithium's subsidiary has developed an eVTOL battery that passed manned test flights, achieving 320 Wh/kg and receiving civil aviation certification. Additionally, a 500 Wh/kg lithium-metal anode battery has entered small-batch production. SVOLT's 80kWh 'Fortress 2.0' PHEV battery began mass production in Changzhou in April 2026.
Industry analysis suggests aviation batteries must balance energy density (>400 Wh/kg), rate capability, safety, and cycle life, with solid-state and semi-solid-state technologies considered the optimal pathway.
This means that with policy support and technological maturation, the aviation battery supply chain is expected to reach initial scale by 2026-2027. Material suppliers, equipment manufacturers, and cell producers will face structural opportunities as demand for high-performance aviation batteries accelerates.
According to industry sources, the low-altitude economy's rapid expansion will continue to reshape the aviation battery landscape, rewarding players that can meet rigorous safety and performance standards.
