低空行业点评(第二十一期):亿航智能获41架eVTOL订单,沃飞长空与东方希望集团签约
KAIYUAN SECURITIES·2025-06-24 06:35

Investment Rating - Investment rating for the power equipment industry is "Positive" (maintained) [1] Core Insights - The report highlights the ongoing recovery in the electric vehicle market, with significant growth in sales and technological advancements in solid-state batteries [3] - The low-altitude economy is experiencing substantial development, with multiple collaborations and projects being initiated to enhance infrastructure and operational capabilities [17][18] Summary by Sections Section 1: Market Review - The low-altitude economy sector has shown a recent average decline of 2.3% in stock prices, with notable gains from companies like Shanhe Intelligent (+6.4%) and Jifeng Technology (+6.0) [11][12] - EHang Intelligent has secured a significant order for 41 EH216-S units, aimed at applications such as low-altitude sightseeing and urban emergency response [29] Section 2: Industry Dynamics - A framework cooperation agreement was signed between Xiaopeng Huitian and three companies in Shandong, focusing on low-altitude and cultural tourism integration [21] - WoFei ChangKong has partnered with Dongfang Hope Group to accelerate urban air traffic operations and eVTOL infrastructure development [22] - The Beijing Yanqing District is soliciting opinions on measures to promote high-quality development in the low-altitude technology industry [24] Section 3: Company Developments - EHang Intelligent has made significant progress by signing a memorandum of understanding with ANRA Technologies for integrating airspace management systems [30] - The company also established a partnership with Argentina's FAdeA to facilitate the certification and local production of eVTOL systems in Latin America [31] - SuJiaoKe has launched a low-altitude AI comprehensive inspection platform to enhance operational efficiency in drone inspections [32] Section 4: Infrastructure Initiatives - Wuhan has inaugurated its first low-altitude logistics hub, featuring a digital dispatch platform and multiple low-altitude routes [27] - The establishment of the headquarters for China FAW's flying car project in Shenzhen marks a significant step in the low-altitude economy [26]