Archer Aviation (US:ACHR) 智通财经网·2025-06-13 07:12Core Viewpoint - The executive order signed by President Trump on June 6, 2025, is expected to significantly boost the eVTOL industry by reinforcing the U.S. leadership in drone technology and integrating eVTOL pilot training into national strategy, leading to increased investment interest in the air mobility sector [1] Group 1: Archer Aviation - Archer Aviation's commercial progress is accelerating, with its Midnight eVTOL model entering a new phase of manned flight testing, demonstrating seamless transitions between vertical and conventional takeoff and landing, laying the technical foundation for commercial operations in 2026 [3] - The company has made substantial progress in its collaboration with the FAA for airworthiness certification and is building a complete industry chain with strategic alliances with United Airlines and Stellantis NV, which is expected to simplify regulatory approval processes for eVTOL commercialization [3] - Following the executive order, Archer completed an $850 million financing round, continuing the momentum from an earlier $300 million investment led by BlackRock, enhancing its capital reserves [3] Group 2: Market Impact - Archer's partnership with United Airlines to develop a New York air taxi network and its designation as the official air mobility service provider for the 2028 Los Angeles Olympics further strengthen market confidence in its commercialization capabilities [3] - The positive policy environment has also benefited the broader eVTOL sector, with Joby Aviation's stock rising 16.3% and Vertical Aerospace's stock increasing by 7.2% during the same period [4] - Joby Aviation is advancing its all-electric air taxi project with support from the new policy, while its ongoing FAA certification and global regulatory cooperation network are paving the way for international expansion [4] - Vertical Aerospace is developing a hybrid version of its flagship VX4 model to address high-value applications in defense logistics and medical rescue, potentially overcoming the limitations of current pure electric eVTOLs in specialized fields [4]