计算机行业跟踪周报：亿航智能：OC证落地在即，产业链协同都有谁？

Investment Rating - The industry investment rating is "Accumulate," indicating an expected outperformance of the industry index relative to the benchmark by more than 5% in the next six months [25]. Core Insights - EHang Intelligent is on the verge of obtaining the Air Operator Certificate (OC), which is expected to facilitate the commercial operation of its EH216-S eVTOL aircraft in China [1][41]. - The company has established strategic partnerships with various tourism and manufacturing companies to promote low-altitude tourism and the manufacturing of eVTOL components [12][32]. - The eVTOL application scenarios are diverse, with a focus on tourism and urban transportation, which are anticipated to be the primary areas of commercial deployment [19][60]. Summary by Sections Industry Investment Rating - The report maintains an "Accumulate" rating for the industry, suggesting a positive outlook for the sector in the coming months [25]. EHang Intelligent's Progress - EHang Intelligent has made significant strides in obtaining the OC, with the Civil Aviation Administration of China accepting its application for its subsidiaries [1][41]. - The company is the first globally to have its eVTOL OC application accepted, marking a milestone in the establishment of operational standards for manned eVTOLs [1][41]. Strategic Partnerships - EHang has signed agreements with various tourism companies, such as Xiangyuan Cultural Tourism, to explore low-altitude tourism applications, with initial orders for 50 EH216-S aircraft [12][60]. - Collaborations with manufacturing firms, including a partnership with Yingboer to develop high-performance electric drive systems, are also in place [27][32]. Market Potential - The report estimates that there are approximately 6,500 suitable tourist sites in China for low-altitude tourism services, with a potential demand for 6,825 eVTOLs based on a 15% penetration rate [19][53]. - EHang has already initiated trial operations in multiple cities, completing over 9,300 safe test flights, indicating a strong foundation for future commercial operations [60].