Low-Altitude Transportation Strategy: Opportunities for Composite Tooling and SMC Molds

Introduction: A Strategic Leap for Low-Altitude Transportation

In September 2024, China took a decisive step by elevating low-altitude transportation from local pilot programs to a core element of its national transportation strategy. For industries engaged in lightweight, high-strength materials, particularly the composite mold and thermoset mold sector, this policy marks a milestone. The growing demand for eVTOLs (electric vertical take-off and landing aircraft), logistics drones, and emergency rescue vehicles has set the stage for a new era of urban air mobility (UAM).

From Pilot Programs to National Strategy

The Guideline for Pilot Applications of the Transport Powerhouse Initiative (2025) released by the Ministry of Transport officially included “Promoting High-Quality Development of Low-Altitude Transportation” in its 16 priority domains. This framework outlined specific routes for industrial application, urban planning, and regulatory mechanisms. It is no longer a fragmented experiment but a comprehensive national push, supported by clear timelines and measurable objectives.

Global Perspective: eVTOL Competition Heats Up

Worldwide, countries are investing heavily in eVTOL and drone technology. The United States has Joby Aviation and Archer Aviation advancing FAA certifications; Europe is promoting Volocopter and Lilium with EASA pathways; Japan and South Korea are piloting air taxi networks in metropolitan areas. China’s inclusion of low-altitude transport in its national plan not only aligns with this global race but accelerates domestic players’ ability to scale production, foster supply chains, and expand international competitiveness.

Composite Materials: The Core Enabler

Low-altitude aircraft demand materials with a combination of lightweight properties, high strength, durability, and resistance to fatigue. Traditional metals cannot meet these standards, which is why composite solutions dominate the sector:

• Carbon Fiber Composites: Essential for load-bearing structures, with usage reaching 60%-70% of eVTOL total weight.
• SMC (Sheet Molding Compound) Molds: Provide fast-cycle molding for body panels, hatches, and structural shells.
• BMC (Bulk Molding Compound) Molds: Used for precision electrical housings and heat-resistant components in propulsion systems.
• Thermoset Molds: Enable high-temperature resistance and flame-retardant properties, critical for safety certifications.
• Compression Molds: Ensure cost-effective mass production of large, complex parts while maintaining structural integrity.

MDC Mould, as a trusted composite mold manufacturer, provides advanced tooling for these processes, ensuring that parts meet aviation-level quality and consistency.

Technical Challenges and Mold Solutions

The rise of low-altitude mobility brings challenges in fatigue resistance, crash safety, fire resistance, and cost efficiency. Composite mold solutions directly address these:

• Fatigue and Impact Resistance: MDC’s carbon fiber compression molds enable lightweight yet crashworthy structures.
• Fire Safety: Thermoset molds for phenolic resin composites pass FAR 25.853 flame-retardant standards for aviation interiors.
• Efficiency: Automated molding systems reduce cycle times by 40%, aligning with the fast growth of drone and eVTOL fleets.
• Design Flexibility: Multi-cavity SMC molds provide scalable production for logistics drone components and air taxi interiors.

Market Outlook: A Trillion-Yuan Industry by 2030

According to industry forecasts, by 2030, China’s low-altitude transportation market may exceed 1.5 trillion RMB, with composite material applications surpassing 100 billion RMB. The key growth drivers include:

1. Urban Air Mobility: eVTOL fleets could exceed 5,000 units domestically by 2027, creating massive demand for composite fuselage and wing molds.
2. Logistics Drones: Large-scale deployment by courier giants will drive demand for cost-effective GFRP (glass fiber reinforced plastic) molds.
3. Emergency Rescue Systems: Fire-retardant and impact-resistant thermoset composites will be essential in public safety and military-civilian integration projects.

MDC Mould’s Role in the Low-Altitude Economy

As a leading manufacturer of SMC molds, BMC molds, compression molds, and composite tooling, MDC Mould plays a pivotal role in enabling lightweight transportation solutions. Our expertise extends from tooling design to trial molding, ensuring clients can move seamlessly from prototype to mass production. By supporting global partners in automotive, aerospace, and industrial applications, MDC is strategically positioned to fuel the growth of China’s low-altitude economy.

Future Outlook: Building an Integrated Ecosystem

The success of low-altitude transportation will depend on integrated innovation. Composite mold suppliers like MDC must go beyond tooling to collaborate with aircraft manufacturers, simulation providers, and certification bodies. By building alliances and investing in next-generation materials such as thermoplastic composites and nano-enhanced fibers, MDC aims to stay ahead of industry transformation.

Conclusion

The elevation of low-altitude transportation to a national strategic level is more than a policy milestone—it is a call to action for the composite industry. With decades of expertise in compression molds, SMC molds, BMC molds, and thermoset tooling, MDC Mould stands ready to empower the eVTOL and drone revolution. The future of urban air mobility depends not only on visionary aircraft designs but also on the precision and reliability of the molds that make them possible.