GUANGZHOU, China, June 21, 2024 (GLOBE NEWSWIRE) -- EHang Holdings Limited (“EHang” or the “Company”) (Nasdaq: EH), the world’s leading urban air mobility (“UAM”) technology platform company, announced that it has signed a cooperation agreement with the government of Wencheng County, Wenzhou City, Zhejiang Province, to jointly develop UAM and supporting public service ecosystem for the low-altitude economy. Based on this cooperation, Wencheng County Transportation Development Group Co., Ltd. has signed a pu ...

designprojects/iStock via Getty ImagesThis is my second piece on EHang Holdings (NASDAQ:EH) and this time, I would like to focus on the influence of government support for the company in China - and, naturally, give a quick update on the latest developments. Since my last analysis, EHang's share price has moved quite a bit down and up and is now below the previous level. Fundamentally however, the company made substantial progress, including achieving further regulatory certificates, ramping revenues, a ...

文章核心观点 - 飞行汽车行业正在快速发展,预计到2040年复合年增长率达58.1% [1] - 飞行汽车行业存在高风险高收益的特点,投资者需要谨慎挑选优质公司 [1] - 文章介绍了3家最佳飞行汽车股票:Lilium、Joby Aviation和EHang [1] Lilium - Lilium是一家德国空中出租车公司,开发了著名的Lilium Jet全电动垂直起降飞机 [2] - Lilium正在法国开设新的生产基地,并与法国政府就补贴和贷款担保进行谈判 [3] - Lilium计划于2025年在欧洲启动商业航班 [3] - Lilium已与英国直升机和私人飞机运营商eVolare签订了4架Lilium Jet的购买协议,并从佛罗里达的空中出行公司UrbanLink获得了20架飞行汽车订单 [4] Joby Aviation - Joby Aviation已经在飞行汽车市场上崭露头角 [5] - 过去两年里,Joby从丰田汽车和达美航空分别获得了4亿美元和6000万美元的投资 [6] - 明年,Joby将根据之前签署的1.31亿美元合同向美国空军交付2架全电动垂直起降飞机 [6] - Joby已完成预生产试飞,并进入生产原型阶段,预计明年可能开始在阿联酋提供空中出租车服务 [7] EHang - EHang是一家领先的城市空中出行技术公司,业务不仅包括全电动垂直起降飞机的研发,还涉及航空媒体服务和物流 [8] - EHang最近获得了中国民航局的生产证书,这标志着其无人驾驶全电动垂直起降飞机EH216-S即将实现量产 [9] - 摩根士丹利分析师对EHang的未来持乐观态度,给予其股票"增持"评级,目标价为27.5美元 [10]

GUANGZHOU, China, June 12, 2024 (GLOBE NEWSWIRE) -- EHang Holdings Limited ("EHang" or the "Company") (NASDAQ:EH), the world's leading urban air mobility ("UAM") technology platform company, today announced that its EH216-S pilotless electric vertical takeoff and landing ("eVTOL") aircraft completed its first autonomous air taxi flight in Mecca, Saudi Arabia. The autonomous flight, conducted with rigorous safety measures, underscores EHang's commitment to safety and innovation. Partnering with Front End Lim ...

GUANGZHOU, China, June 12, 2024 (GLOBE NEWSWIRE) -- EHang Holdings Limited (“EHang” or the “Company”) (Nasdaq: EH), the world’s leading urban air mobility (“UAM”) technology platform company, today announced that its EH216-S pilotless electric vertical takeoff and landing (“eVTOL”) aircraft completed its first autonomous air taxi flight in Mecca, Saudi Arabia. The autonomous flight, conducted with rigorous safety measures, underscores EHang's commitment to safety and innovation. Partnering with Front End Li ...

GUANGZHOU, China, May 31, 2024 (GLOBE NEWSWIRE) -- EHang Holdings Limited (“EHang” or the “Company”) (Nasdaq: EH), the world’s leading urban air mobility (“UAM”) technology platform company, today announced it has signed a memorandum of understanding (“MoU”) with Taiyuan Xishan Ecological Tourism Investment Construction Co., Ltd. (“Xishan Tourism”) to jointly develop the low-altitude economy in Taiyuan City, Shanxi Province, China. Concurrently with the signing of the MoU, Xishan Tourism has placed a purcha ...

GUANGZHOU, China, May 31, 2024 (GLOBE NEWSWIRE) -- EHang Holdings Limited (“EHang” or the “Company”) (Nasdaq: EH), the world’s leading urban air mobility (“UAM”) technology platform company, today announced it has signed a memorandum of understanding (“MoU”) with Taiyuan Xishan Ecological Tourism Investment Construction Co., Ltd. (“Xishan Tourism”) to jointly develop the low-altitude economy in Taiyuan City, Shanxi Province, China. Concurrently with the signing of the MoU, Xishan Tourism has placed a purcha ...

财务数据和关键指标变化 - 第一季度总收入为61.7亿元人民币,同比增长178%,环比增长9.1%,主要由于EH216系列产品销量增加 [39] - 毛利率为61.9%,同比下降2个百分点,环比下降2.8个百分点,主要由于产品结构变化和单位成本上升 [40] - 调整后的营业费用为5.45亿元人民币,同比增加8.7%,环比下降15.1%,主要由于销售相关费用增加和信用损失改善 [41] - 调整后的营业亏损为1.26亿元人民币,同比改善63.4%,环比改善49.5% [42] - 调整后的净亏损为1.01亿元人民币,同比改善69.9%,环比改善54.4% [43] - 经营活动现金流为正,现金及现金等价物余额为32.38亿元人民币,并获得5500万美元新融资 [44] 各条业务线数据和关键指标变化 - 第一季度共交付26架EH216系列产品,同比增长136%,环比增长13% [26][39] - 已收到来自阿联酋客户的100架EH216系列产品有条件订单,第一批5架已在第一季度交付 [26] - 与无锡政府签订100架EH216-S有条件订单,第一批10架已在第一季度交付 [26] 各个市场数据和关键指标变化 - 产品已交付至中国湖北、陕西、广东等地,以及巴西等海外市场 [26] - 已在阿联酋完成EH216-S首次载人飞行演示,并获得当地民航局批准 [30] - 在日本筑波市建立了首个UAM运营中心 [31] 公司战略和发展方向及行业竞争 - 公司成为全球首家获得eVTOL型号合格证、生产合格证和适航证的公司,在低空经济领域处于领先地位 [15] - 中国政府出台多项支持低空经济发展的政策,行业前景广阔 [16][17] - 公司正在推进VT-30长航程机型的型号认证,丰富产品线 [21][88] - 与广汽、大湾科技等企业建立战略合作,拓展产业链上下游 [20] 管理层对经营环境和未来前景的评论 - 公司在销售和运营方面保持稳健增长,展现了第一梯队优势和卓越执行力 [11][12] - 获得生产合格证后,公司有信心推动业务快速增长,保持行业领先地位 [38][45] - 政策支持和市场热情高涨,公司有望实现收入快速增长和财务状况持续改善 [45][46] 问答环节重要的提问和回答 问题1 **Ting Song 提问** 公司今年及长期的资本支出计划是什么?是否有扩产计划以支持未来出货量增长? [49] **Conor Yang 回答** 公司计划将云浮工厂产能扩充到最大,并在广州建设新总部,包括办公、起降基础设施、研发实验室等,今年资本支出约为1000万美元 [50] 问题2 **Cindy Wang 提问** 1) 公司何时预计获得运营合格证以启动商业运营? 2) 当前订单情况如何,未来交付节奏如何,是否存在产能或供应链瓶颈? [52] **Huazhi Hu 回答** 1) 运营合格证由运营商向民航局申请,公司正在与民航局制定EH216-S的运营标准,待相关规定出台后运营商即可申请 [54] 2) 公司已与客户签订大批量意向性订单,将分批转化为正式订单,第一季度交付的26架为这些订单的初批,后续交付将逐步增加 [55][56] 3) 公司产能正在扩充,供应链目前没有瓶颈 [57][58] 问题3 **Yu Chen 提问** 1) 公司目前规划了多少条UAM运营线路? 2) 最近公司新获得的订单情况如何? [61] **Huazhi Hu 回答** 1) 公司正在广州、深圳、合肥、无锡、日本筑波等地建设UAM运营基地和试运营线路 [63] 2) 3月获得无锡政府100架EH216-S有条件订单,第一季度交付10架,第二季度又获得陕西、青海、甘肃、珠海等地的新订单和意向 [64] 问题4 **[indiscernible] 提问** 1) 公司ATM融资的主要用途是什么?未来人才投入计划如何? 2) VT-30机型的最新进展如何? [83] **Conor Yang 回答** 1) ATM融资将用于支持销售团队和商业运营、研发以及产能扩张,员工人数将适度增加但低于收入增速 [86][87] **Zhao Wang 回答** 2) VT-30是公司正在开发的新机型,具有无人驾驶、电动垂直起降、长航程等特点,相关研发和适航认证工作正在稳步推进 [88][89]

Quarterly Revenues Increased by 178.0% YoYAchieved Positive Operating Cash Flow for the Second Consecutive QuarterSecured Production Certificate from CAAC, Clearing Path for Mass Production of EH216-SGrowing Orders and Deliveries Boosted by Low-Altitude Economy Industry in ChinaPartnered with GBT for Ultra-Fast/eXtreme Fast Charging BatteriesPartnered with GAC to Strengthen Capability for Future Production Expanded International Partnership and Demo Flights in UAE, Spain, Costa Rica and Japan GUANGZHOU, Chi ...

Quarterly Revenues Increased by 178.0% YoYAchieved Positive Operating Cash Flow for the Second Consecutive QuarterSecured Production Certificate from CAAC, Clearing Path for Mass Production of EH216-SGrowing Orders and Deliveries Boosted by Low-Altitude Economy Industry in ChinaPartnered with GBT for Ultra-Fast/eXtreme Fast Charging BatteriesPartnered with GAC to Strengthen Capability for Future Production Expanded International Partnership and Demo Flights in UAE, Spain, Costa Rica and Japan GUANGZHOU, Chi ...