Sealand Securities has released research reports stating that the low-altitude economy will bring changes to transportation methods, including changes to modes of transportation and supporting facilities. In terms of transportation, it will move towards electrification, where the three major components of the entire machine cost are composed of power battery, motor controller, and motor, and other hardware and shells. In terms of supporting facilities for the low-altitude economy, it mainly includes infrastructure and operation services. For the eVTOL whole machine cost breakdown, the three major systems of power battery, motor controller, and motor, as well as key materials represent high stock prices and in subdivided areas such as propulsion systems, flight controllers, and carbon fiber, further breakthroughs are urgently needed, which will be the key areas for industry development. Analyzing the barriers and patterns of each link in eVTOL will stimulate new demands. Domestic opportunities are greater than challenges, and we are bullish on the full breakthrough of domestic independent replica electric vehicles.