Domestic unmanned aerial vehicles' 'power heart' welcomes breakthrough chain to drive low altitude industry upgrading
2026-05-25
Recently, the 600 kilogram thrust class F406 turbofan engine independently developed by China, equipped with advanced meteorological unmanned aerial vehicles, successfully completed its first flight test verification. This type of engine will equip a strong "Chinese heart" for low altitude economy and unmanned system construction. The reporter noticed that from the recent business progress disclosed by multiple listed companies, their aviation power business is generally in a stage of "rapid development". Analysis suggests that the continuous innovation breakthroughs and rapid development of domestic power systems will promote the release of value throughout the entire industry chain, and systematically benefit multiple key links such as special materials, key components, and subsystem research and manufacturing. According to the announcement released by China Aero Engine Group, the 600 kg thrust class F406 turbofan engine has completely independent intellectual property rights and can work stably at an altitude of 15 kilometers and speeds above 0.8 Mach. It has outstanding performance such as long endurance and high reliability, filling multiple technical gaps in the field of small and medium-sized thrust turbofan engines in China. It can be widely used in multi-purpose unmanned aerial vehicle platforms such as long endurance inspection, high-altitude meteorological detection, and unmanned cargo transportation. The successful maiden flight of the F406 turbofan engine also means that various types of unmanned aerial vehicles ranging from 1.5 tons to 4 tons in China have powerful and independently controllable power selection options, which can significantly enhance the adaptability of small and medium-sized high-end civilian unmanned aerial vehicles in China. The engine is the 'power heart' of low altitude aircraft, directly determining load capacity, range, reliability, and operating costs. It is the core link for low altitude economy to move from pilot to scale and commercialization. ”Zhu Keli, founding director of the National Research Institute of New Economy and director of the Bay Area Low altitude Economy Research Institute, believes that this breakthrough provides a domestically produced power solution with reliable performance, stable supply, and controllable cost, promoting the development of small and medium-sized high-end civilian drones; It also lays a solid foundation for the subsequent development of light power series and lineage, forming a positive research and iteration mechanism. In fact, the power system is the decisive factor for the safe and efficient flight of low altitude aircraft. The "Implementation Plan for Innovative Applications of General Aviation Equipment (2024-2030)" previously issued by the Ministry of Industry and Information Technology and four other departments clearly stated the acceleration of the series development of general aviation power products. This includes accelerating the development of engines such as 200kW and 1000kW turboshafts and 1000kW turboprops, and accelerating the layout of new energy general aviation power technology and equipment. According to the latest developments disclosed by multiple listed companies recently, their aviation power business is generally showing a trend of "rapid development". Zongshen Power clearly stated in its 2025 annual report that its three emerging businesses of aviation power, new energy, and high-end components will achieve milestone breakthroughs in 2025, becoming new drivers of performance growth. The aviation power business will achieve significant breakthroughs in orders and steadily increase the delivery of core products by 2025. When answering investors' questions on the interactive platform, AVIC Heavy Machinery stated that the company continues to deepen its cultivation in the fields of aviation engines and gas turbines. Relying on its technological accumulation in high-end forging and core component manufacturing, it continues to participate in the development and supporting tasks of national key models of aviation engines, and further consolidates its cooperation depth and supporting share with core host factories and research institutes. According to the prediction of the Civil Aviation Administration of China, the market size of China's low altitude economy will reach 1.5 trillion yuan by 2025, and is expected to exceed 3.5 trillion yuan by 2035. Yang Zeyu, a securities analyst at Oriental Wealth Securities Research Institute, believes that as a high-value sector, the power system is a key area for sharing the growth dividends of the low altitude economy industry, and it is also a relatively scarce sector. The "Research on the High quality Development Trend of China's Low altitude Economy" recently released by CCID Research Institute shows that the power system is the primary factor restricting the performance of aircraft, and it is necessary to accelerate the research and application of high-energy density batteries, hydrogen fuel cells, and hybrid power systems to improve endurance and environmental adaptability. Looking ahead to the future, the continuous breakthroughs in domestic power systems will also promote the release of value throughout the entire industry chain, systematically benefiting multiple key links upstream and downstream. Zhu Keli stated that domestic power systems continue to achieve innovative breakthroughs. In the upstream stage, it will directly drive the growth of demand for special materials such as high-temperature alloys, titanium alloys, and composite materials, promote the upgrading of key basic material technologies, and activate the precision casting, forging, machining and other parts industries, consolidating the foundation of the manufacturing industry. In the midstream stage, it will effectively promote the development and manufacturing capabilities of subsystems such as control systems, fuel systems, and avionics systems, and promote the continuous improvement of the whole machine integration, test verification, and quality control system. In the downstream stage, it will provide a stable power source for the manufacturing of unmanned aerial vehicles, general aviation aircraft, eVTOL (electric vertical takeoff and landing aircraft) and other equipment, reduce research and development risks and production costs, accelerate product iteration and market popularization. (Looking into the New Era)
Edit:Momo Responsible editor:Chen zhaozhao
Source:Economic Information Daily
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