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从电动滑板车到载人水上飞行器 坦途科技如何下好“全场景智能出行”这盘棋?

亿邦动力 2026-06-09 15:18
亿邦动力 2026/06/09 15:18

邦小白快读

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本文介绍了创立于2021年的智能出行品牌NAVEE(坦途科技)的发展历程与最新战略布局,核心干货如下:

1.品牌发展成果:NAVEE成立五年内快速成长,业务覆盖全球60多个国家和地区,服务超100万用户,2025年品牌业绩同比增长321%,目前在欧洲短交通市场稳居前三,北欧地区市占率排名第一。

2.最新战略动作:今年3月品牌完成战略升级,从单一短交通产品品牌转型为覆盖水、陆、空全场景的智能户外出行生态平台,推出包含电动滑板车、水上飞行器等品类的六大产品矩阵,最新落地的核心新品是全球首款消费级载人水上飞行器WaveFly 5X。

3.新品核心特点:这款新品依托地效原理实现贴水低飞,最高时速85公里,最大载重140公斤,续航可达80公里,操控简单,无需专业驾照和严苛空域审批,填补了轻量灵活水上出行的市场空白。

NAVEE的全场景品牌升级路径,对消费出行品牌的发展有多方面参考价值,核心干货如下:

1.消费趋势洞察:当前户外出行需求已经向多元化、场景化升级,低空经济热度高涨但可商业化落地的成熟产品十分稀缺,用户对轻量、灵活、安全的创新出行装备有明确需求,存在大片市场空白。

2.产品研发逻辑:品牌拓展品类可以依托原有核心技术复用,NAVEE将电动滑板车积累的三电控制、电池安全管理、轻量化设计技术复用水上飞行器等跨界品类,大大降低了研发风险和成本,品牌每年投入20%总资源研发,累计申请400余项专利,构建技术壁垒。

3.品牌增长与生态玩法:在原有品类进入平台期前提前布局新增长曲线,围绕用户户外生活场景构建生态,实现技术、品牌、渠道、用户的复利增长,还可依托百万用户沉淀的数据,用AI反哺产品迭代升级。

NAVEE的全球化发展与新品布局,给出海出行类卖家带来了明确的机会提示与经验参考,核心干货如下:

1.市场机会提示:当前海外尤其是北美、欧洲地区,消费者对创新户外装备接纳度高、试用意愿强,高端水上娱乐、全场景户外出行领域存在大量未被满足的需求,新品类商业前景广阔。

2.合规与风险应对:NAVEE推出的WaveFly 5X归类为单人超轻型装备,属性趋近消费级游艇船舶,不受常规航空器严苛法规管控,解决了低空出行产品的核心合规痛点,可供同类卖家参考。

3.商业模式与可学习点:可以学习NAVEE在原有品类进入成熟期前,提前布局领先一代的新品类,打造第二增长曲线的思路;推广新品可以依托现有全球销售渠道快速做市场验证,验证通过后再逐步量产,降低试错成本。

4.合作机会:目前NAVEE已经拿到美洲地区首批代理意向,有意向的卖家可以对接相关代理合作机会,切入高端水上出行赛道。

NAVEE的全场景品类布局,给出行产品生产工厂带来了多方面的方向参考与商业机会,核心干货如下:

1.产品生产设计需求方向:当前市场对全场景、轻量化、智能化的出行产品需求不断增长,工厂可依托现有核心技术做跨界品类拓展,比如原有电动两轮产品工厂,可将积累的三电系统、电池安全管控、轻量化结构设计技术复用在水上出行、低空出行产品上,降低研发和生产成本。

2.商业合作机会:NAVEE正处于快速扩张阶段,目前已经在苏州、杭州、湖州建有三座现代化工厂,还在持续拓展品类、提升产能,有相关配套生产能力的工厂可对接合作机会,共享行业增长红利。

3.数字化与电商转型启示:工厂要提前关注行业未来发展方向,在现有传统品类进入增长平台期前,提前布局新技术、新品类,跟上产业升级节奏;同时要重视用户数据积累,配合品牌方推动产品从普通工具向智能终端进化,适配行业发展新趋势。

全场景智能出行产业的发展,给相关服务商带来了新的行业变化与市场机会,核心干货如下:

1.行业发展趋势:全球短交通产业已经从单一产品竞争逐步转向全场景智能出行生态竞争,头部品牌纷纷布局新增长曲线,低空经济商业化落地进程加快,水上、低空出行等新品类正在快速崛起。

2.品牌方核心痛点:品牌拓展跨界新品类时,面临合规咨询、前置市场验证、本地化渠道对接等需求,很多新品类没有成熟对标,需要第三方提供调研、展会对接、用户反馈收集等服务;生态化布局的品牌也需要AI算法、数据处理相关服务支撑产品升级。

3.服务商机会方向:可针对出海智能出行品牌,推出新品类合规咨询、海外本地化代理对接、前置市场调研、行业展会对接等配套服务;还可围绕AI反哺智能硬件的需求,推出数据沉淀、算法优化相关服务,适配品牌生态化发展的需求,抓住产业升级带来的新增长机会。

NAVEE的全场景生态布局,反映了出行品类品牌对平台的新需求,也给平台运营招商提供了参考,核心干货如下:

1.品牌端的核心需求:创新出行品类品牌,需要平台提供能够快速对接全球经销商资源、支持新品小批量市场验证再逐步量产的合作模式,同时需要配套的合规咨询、市场准入服务,帮助创新品类解决法规层面的问题,降低试错成本。

2.平台招商方向:全场景智能出行、低空经济是未来的增长风口,平台可针对性引入NAVEE这类技术驱动、提前布局未来赛道的创新品牌,丰富平台高端户外出行品类供给,吸引对应用户群体。

3.平台运营与风险规避:平台要提前关注全场景出行、低空经济这个新风口,针对创新品类完善适配的平台规则,配套推出市场验证、用户反馈收集相关服务,帮助品牌降低新品试错成本;同时要提前梳理不同品类的合规要求,规避新品类不合规带来的运营风险,还可参考NAVEE的全球化布局逻辑,进一步拓展海外区域站点,适配品牌出海需求。

NAVEE的发展实践,代表了全球短交通出行产业的最新动向,为产业研究提供了典型样本,核心干货如下:

1.产业新动向:当前全球短交通产业已经进入新的发展阶段,从单一产品竞争转向全场景生态竞争,头部品牌纷纷提前布局新增长曲线,依托原有核心技术复用切入低空、水上出行等新赛道,推动低空经济从概念走向商业化落地。

2.创新商业模式:NAVEE探索出了从硬件产品生产商转向用户户外出行场景生态服务商的新路径,通过核心技术复用,实现品牌、渠道、用户的资产复利增长,还依托全球积累的百万级用户数据,用AI反哺产品迭代,推动产品从工具向可持续进化的智能终端升级,这个模式具备较高的研究价值。

3.产业问题解决路径:当前低空经济商业化的核心痛点是法规合规和用户安全顾虑,NAVEE通过调整产品形态,将产品归类为消费级船舶类装备,同时做贴水低飞设计提升安全性,这个解决路径为产业发展提供了新思路,也为相关政策法规的完善提供了实践参考。

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Quick Summary

This article covers the development and latest strategic layout of NAVEE (Tantu Technology), an intelligent mobility brand founded in 2021. Key takeaways are as follows:

1. Brand growth achievements: NAVEE has scaled rapidly in five years since its founding, with business covering over 60 countries and regions globally, serving more than 1 million users. In 2025, the brand posted a 321% year-on-year revenue growth. It now ranks among the top 3 players in the European micro-mobility market and holds the first place in market share in Northern Europe.

2. Latest strategic update: In March 2025, NAVEE completed a strategic upgrade, transitioning from a single-product micro-mobility brand to an intelligent outdoor mobility ecosystem platform covering land, water and air scenarios. It launched six product lines including electric scooters and water-borne flyers, with its core newly launched product being the WaveFly 5X, the world's first consumer-grade manned water flyer.

3. Core features of the new product: Leveraging ground effect principles to fly low over the water surface, the WaveFly 5X reaches a top speed of 85 km/h, supports a maximum payload of 140 kg, delivers up to 80 km of range, and features simple operation that requires no professional pilot license or strict airspace approval. It fills a market gap for lightweight, flexible water mobility.

NAVEE's full-scenario brand upgrade path offers multiple key insights for consumer mobility brands. Core takeaways are as follows:

1. Consumer trend analysis: Outdoor mobility demand is upgrading toward more diversified, scenario-specific offerings. While low-altitude economy is gaining strong momentum, mature commercially viable products remain scarce, with clear unmet consumer demand for lightweight, flexible and safe innovative mobility equipment, leaving large untapped market space.

2. Product R&D logic: Brands expanding into new categories can leverage their existing core technologies. NAVEE reused its accumulated experience in triple-electric control, battery safety management and lightweight design from electric scooters to cross-segment products like water flyers, significantly cutting R&D risk and costs. The brand invests 20% of its total resources in R&D annually, holds over 400 patents, and has built strong technical barriers.

3. Brand growth and ecosystem strategy: By laying out a new growth curve in advance before its original category enters a plateau, NAVEE builds an ecosystem centered on consumers' outdoor life scenarios to achieve compound growth in technology, brand, channels and user base. It also leverages data from its accumulated 1 million users to power AI-enabled product iteration.

NAVEE's global expansion and new product layout provide clear opportunity signals and actionable lessons for cross-border mobility sellers. Key insights are as follows:

1. Market opportunity: Consumers in overseas markets, especially North America and Europe, show high acceptance and strong trial intent for innovative outdoor equipment. There is large unmet demand in high-end water recreation and full-scenario outdoor mobility, creating broad commercial prospects for new categories.

2. Compliance and risk management: NAVEE classifies its WaveFly 5X as a single-person ultra-light equipment categorized close to consumer yachts and vessels, exempting it from strict regulations that apply to conventional aircraft. This solution addresses the core compliance pain point of low-altitude mobility products, offering a valuable reference for peer sellers.

3. Business model and actionable takeaways: Sellers can follow NAVEE's example to lay out a next-generation new category and build a second growth curve before their original category matures. For new product launches, brands can leverage existing global sales channels for fast market validation, and scale up production only after validation is complete, reducing trial-and-error costs.

4. Partnership opportunities: NAVEE has already received initial agency intentions for the Americas region. Interested sellers can reach out for agency partnership opportunities to enter the high-end water mobility track.

NAVEE's full-scenario category expansion offers directional guidance and commercial opportunities for mobility product manufacturers. Key insights are as follows:

1. Product design and development direction: Market demand for full-scenario, lightweight, intelligent mobility products is growing steadily. Manufacturers can leverage their existing core technologies to expand into cross-segment categories: for example, manufacturers with existing experience in electric two-wheelers can reuse their accumulated technologies for triple-electric systems, battery safety management and lightweight structural design in water mobility and low-altitude mobility products to cut R&D and production costs.

2. Commercial partnership opportunities: As NAVEE is in a period of rapid expansion, it already operates three modern factories in Suzhou, Hangzhou and Huzhou, and is continuing to expand its product lines and production capacity. Manufacturers with relevant supporting production capabilities can reach out for partnership opportunities to share the industry's growth dividend.

3. Insights for digital and e-commerce transformation: Manufacturers should keep track of the industry's future development direction, lay out new technologies and new categories in advance before their existing traditional categories enter a growth plateau, and keep pace with industrial upgrading. They should also prioritize user data accumulation, and work with brand owners to transform products from ordinary tools to intelligent terminals to adapt to new industry trends.

The development of the full-scenario intelligent mobility industry has brought new industry shifts and market opportunities for relevant service providers. Key insights are as follows:

1. Industry development trends: The global micro-mobility industry is gradually shifting from single-product competition to full-scenario intelligent ecosystem competition. Leading brands are increasingly laying out new growth curves, the commercialization of low-altitude economy is accelerating, and new categories such as water mobility and low-altitude mobility are growing rapidly.

2. Core pain points for brand owners: When expanding into cross-segment new categories, brands have demands for compliance consulting, pre-market validation and local channel connection. Many new categories lack mature benchmarks, requiring third-party services such as market research, exhibition connection and user feedback collection. Brands pursuing ecosystem layout also need AI algorithm and data processing services to support product upgrading.

3. Opportunity directions for service providers: Service providers can develop supporting services for cross-border intelligent mobility brands, including new category compliance consulting, overseas local agency connection, pre-market research and industry exhibition connection. They can also develop data storage and algorithm optimization services to meet the demand for AI-powered intelligent hardware iteration, adapt to the needs of brands' ecosystem development, and capture new growth opportunities brought by industrial upgrading.

NAVEE's full-scenario ecosystem layout reflects the new demands of mobility brands for platforms, and provides references for platform recruitment and operation. Key insights are as follows:

1. Core demands from brands: Innovative mobility brands need cooperation models that enable fast connection to global dealer resources, and support small-batch market validation before mass production. They also need supporting services including compliance consulting and market access approval to help solve regulatory issues for innovative categories and reduce trial-and-error costs.

2. Platform recruitment direction: Full-scenario intelligent mobility and low-altitude economy are future growth tracks. Platforms can selectively introduce technology-driven innovative brands like NAVEE that have laid out future tracks in advance, to enrich their supply of high-end outdoor mobility categories and attract target consumer groups.

3. Platform operation and risk mitigation: Platforms should pay close attention to the emerging trend of full-scenario mobility and low-altitude economy, develop platform rules adapted to innovative categories, and launch supporting services for market validation and user feedback collection to help brands reduce new product trial-and-error costs. They should also sort out compliance requirements for different categories in advance to avoid operational risks brought by non-compliant new products, and can learn from NAVEE's global layout logic to expand overseas regional sites to meet the needs of brands going global.

NAVEE's development practice represents the latest trend of the global micro-mobility industry, and provides a typical case for industrial research. Key insights are as follows:

1. New industry trends: The global micro-mobility industry has entered a new development stage, shifting from single-product competition to full-scenario ecosystem competition. Leading brands are proactively laying out new growth curves, leveraging existing core technology reuse to enter new tracks such as low-altitude and water mobility, and pushing low-altitude economy forward from a conceptual stage to commercial implementation.

2. Innovative business model: NAVEE has explored a new path to transition from a hardware manufacturer to an outdoor mobility ecosystem service provider centered on user scenarios. Through core technology reuse, it achieves compound growth of brand, channel and user assets. It also leverages the millions of user data accumulated globally to power AI-enabled product iteration, and pushes product upgrading from simple tools to sustainably evolving intelligent terminals. This model holds high research value.

3. Pathway to solving industry problems: The core pain points for low-altitude economy commercialization are regulatory compliance and user safety concerns. NAVEE addresses these issues by adjusting its product form to classify the product as a consumer-grade marine equipment, and adopting a low-flying-over-water design to improve safety. This solution provides new ideas for industry development, and also offers practical references for the improvement of relevant policies and regulations.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

【亿邦原创】“未来出行,不仅仅是传统意义上从A点到B点的交通工具,而是一个移动的智能载体,在各种户外场景下帮助用户获得更好的体验,拓展生活的无限可能。”坦途科技NAVEE首席产品官王耀章谈道。这是NAVEE从电动滑板车逐步延伸到更多品类的底层思考。

自2021年创立以来,NAVEE在短短五年间里迅速成长,业务覆盖60多个国家和地区,服务超100万用户。2025年,NAVEE品牌业绩同比增长321%,在全球短交通产业版图中持续提升影响力,其中,在欧洲市场稳居前三,在北欧地区市占率第一。

在此基础上,NAVEE今年3月宣布了品牌战略升级——从单一短交通产品品牌,迈向覆盖多场景的智能户外出行生态平台,并发布覆盖水、陆、空全场景的六大产品矩阵(电动滑板车、电助力自行车、个人消费级水上飞行器、户外储能、电动高尔夫球包车、外骨骼机器人)。

日前,其新品WaveFly 5X完成首次公开载人飞行,则是“全场景智能出行生态”战略落地的重要一步。这款个人消费级飞行器,将水上运动与低空动力飞行融为一体,补齐了NAVEE在水域场景下的产品布局。

01

一个新物种,重新定义“水上出行”

“它不是船,不是飞机,不是你见过的任何交通工具。”在NAVEE的官方介绍中,WaveFly 5X是全球首款消费级载人水上飞行器。它可以实现贴水低飞、水面滑行及水面漂浮停靠等多种模式。

“传统船舶受水面水域限制,速度慢、颠簸、维护成本高。直升机速度快,但价格昂贵、操作复杂。在岛屿通行、海湾穿越、湖区往来这个领域,始终缺少一个轻量、灵活、真正高效的出行解决方案。今天,我们想让大家看到,WaveFly 5X就是一个更好的答案。”NAVEE首席产品官王耀章谈道。

据其介绍,WaveFly 5X采用双旋翼式布局与航空级通体碳纤维机身,依托地效原理实现贴水低空巡航,飞行高度距水面仅30-80厘米,无需专用跑道、机场与繁琐飞行审批,仅凭一片开阔水面就能直接起降;最高时速达85公里,最大载重140公斤,续航里程可达80公里;搭载模块化快换电池,数分钟即可完成满电电池更换,单次续航最长可达70分钟;整机操控高度轻量化,单手握持摇杆即可完成全流程操控,用户无需考取专业航空驾照,经过简短培训就能上手驾驶。

作为一个开创性的移动出行的“新物种”,没有对标对象、没有同行验证过产品的市场需求,WaveFly 5X能不能完成商业化闭环?

王耀章坦言,在产品筹划阶段,NAVEE内部也曾顾虑产品理念过于超前、市场接受度不明。但通过行业调研发现,低空经济热度居高不下,但可商业化落地的成熟产品十分稀缺,核心阻碍有两点:一是各地相关空域飞行器配套法规尚未完善;二是消费者对常规飞行类产品的操作难度、安全风险普遍心存顾虑。

由此出发,WaveFly 5X选用地效飞行的产品形态恰恰可以破解上述难题:法规层面,产品归类单人超轻型装备,属性趋近消费级游艇船舶,不受常规航空器严苛法规管控;安全层面,产品贴水航行,巡航高度仅50公分左右、运行速度可控,身处水面环境带来充足安全感,从根源打消用户飞行恐惧与顾虑。

“除此之外,我们依托各类行业展会、样机实测开展前置市场调研,结果优于预期:在海外,尤其是北美,消费者接纳新品、热衷户外探险,对创新装备的试用意愿非常强。这也进一步坚定了我们持续投入、快速打通商业化全链路的决心。”王耀章表示。

目前,NAVEE已与美洲当地合作伙伴签署WaveFly 5X的首批代理意向书,初步验证了海外市场对这一水域飞行新品类商业前景的积极反响。

在NAVEE的规划中,WaveFly 5X有几个典型的应用方向:一是高端个人娱乐市场——它提供了一种前所未有的水上体验,既拥有飞行的自由感,也保留了水上运动的乐趣,是一种全新的生活方式表达;二是游艇俱乐部——可提升会员体验,帮助俱乐部打造更具话题性和稀缺性的服务内容;三是滨海娱乐和高端海岛度假村——能够成为亮点项目吸引更多游客为服务体验买单。此外,它还可以用于群岛地区的岛屿间通勤,以及巡逻、搜救与应急响应等领域。

02

在电动滑板车之外,探寻更多增长曲线

2021年,NAVEE的第一款电动滑板车上市。凭借过硬的产品力,接下来几年时间,它成为了全球短途出行市场增速最快的品牌之一。

然而,不断扩大业务规模的过程中,品类拓展是绕不开的路径。在电动滑板车走向成熟、进入平台期之前,NAVEE就要为新的增长曲线做好布局。

正如NAVEE全球业务总裁诸建军所言:公司的定位是“全场景智能出行”,自发展初期便确立了陆海空三维立体的产品方向。

由此出发,NAVEE所做的就是围绕产品创新、核心技术与全球化布局持续推进:一是通过不断拓展产品形态,构建覆盖更多户外移动场景的产品体系;二是通过三电系统(电池、电机、电控)、智能算法与安全体系的不断进化,打造更具技术壁垒的出行解决方案;三是依托全球渠道网络,进一步拓展国际市场版图。

NAVEE将电动滑板车(E-Scooter)分为城市通勤、专业越野、旗舰超能三大产品序列,匹配海外用户的多元出行诉求,且目前品牌在全球已拥有超过5000个销售网点,并在欧洲、北美、亚太等地建立了广大的服务网络。

基于电动滑板车多年积累的系统化工程能力,NAVEE又将动力、续航等自研技术复用于电助力自行车(E‑Bike)产品线研发,针对不同使用场景与用户骑行痛点,搭建多个细分系列,覆盖城市出行、家庭载物、户外探索、越野娱乐等各类需求。

以上两大电动两轮产品之外,NAVEE又布局了高尔夫球包车、电动露营车、外骨骼装备等更多细分品类。

而当陆地出行板块的产品布局成型后,水面和低空出行板块的产品拼图也逐渐补齐,比如,水面出行场景的WaveFly 5X,低空飞行场景的电动垂直起降航空器等。

“从市场发展规律来看,能够提升出行便利度的产品终将转化为刚需,相关产业迎来高速发展是大势所趋,错失布局时机便会落后于行业发展。”诸建军指出,“所以,我们做的很多产品都代表未来市场,至少领先一代。”

03

从卖产品到建生态,开启全球化品牌新叙事

今年3月,NAVEE宣布战略升级,正式从一个硬件产品品牌进阶为全场景智能出行生态品牌。

这背后,技术研发是重要的底座——公司每年将20%的总资源投入研发领域,已累计申请专利400余项。而制造能力方面,NAVEE目前已在苏州、杭州和湖州建有三座现代化工厂,年产能节节攀升。

“我们讲生态,其实是说我们会锚定核心用户人群,去想在他们的户外生活、移动出行中,哪些地方能让他们觉得拥有了我们这些产品就能把生活体验提高一个档次。所以,更准确地讲,我们构建的是用户生活场景的生态。”王耀章谈道。

这种生态的建设好比是在修建一个“资产复利”的工程——每个新产品背后都是核心技术复用、品牌效应叠加、销售网络布局和用户的复利。

技术方面,NAVEE所做的都是带电的智能产品,其电机优势、传感技术、软件算法等,都在核心产品上产生了高效的复用。这种技术同源的研发基础,让一些看似跨界的产品布局大大提高了成功率。

比如,从电动滑板车跨界到低空水上飞行器,二者的核心技术具备高度共通性:一是整车三电协同控制技术可通用;二是电池管理与安全管控技术一脉相承;三是轻量化结构设计为双方共用研发要点。“产品仅为应用形态发生变化,并非跨界完全陌生领域,依托现有成熟技术储备切入前景广阔的新赛道,是公司基于自身技术积累做出的战略选择。”王耀章补充道。

销售方面,可以用现有渠道快速验证,产生订单后积极接受经销商和用户市场反馈,经验证的产品再进行逐步量产。

值得一提的是,在AI智能硬件大爆发的时代,NAVEE的生态化布局也释放出更大的想象力——品牌过去在全球积累了百万级用户基础,沉淀下大规模的数据,而有了数据和场景落地,才能真正用AI反哺硬件,最终把产品从“工具”向“持续进化的智能终端”推进。



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文章来源:亿邦动力

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