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Why Joby Stock Is Flying High Today
The Motley Fool· 2025-06-09 15:11
So-called "flying taxis" are going mainstream, and investors are rushing into shares of the early market leaders.Joby Aviation (JOBY 10.59%) stock traded up as much as 14.9% at the market open and were up 8.6% as of 10:30 a.m. ET after President Donald Trump signed an executive order aiming to "unleash" development of the company's new flying machines. Markets taking shapeJoby is one of a handful of aerospace companies racing to bring electric aircraft capable of vertical takeoffs and landings, or eVTOLs, t ...
敏实集团,拓普集团,万丰奥威:敏实集团与拓普集团研究报告-20250605
辉立证券(香港)· 2025-06-05 00:35
Review Report Your Partner I Phillip Securities (Hong Kong) Ltd 研究部五月研究報告回顧 Hong Kong | INVESTNOTES REPORTS REVIEW 行業: 汽車 & 航空 (章晶) 公用事業、商品、銀行(李曉然) TMT & 半導體 (陶然) TMT、半導體、消費、醫療(李浩然) 汽車 & 航空 (章晶) 公司持續優化全球工廠的運營效能,鞏固各地工廠之工藝的垂直整合能力,打造標 杆工廠並推廣其管理模式。例如在墨西哥、泰國等地工廠綜合能力得到顯著改善並 得以穩健的基礎上,綜合運用北美、泰國、中國各地的優勢資源,降低北美當地運 誉成本。值得一提的是. 公司持續提升北美及歐洲區業務的現地化生產率. 從而使 關稅和地緣政治因素所造成的影響和不確定性保持在可控範圍之內,並增強了產品 在當地的競爭力。 於本月本人發佈了敏實集團(425.HK),拓普集團(601689.CH)和萬豐奧威(002085.CH) 的更新報告。於其中,我們重點推薦敏實集團和拓普集團。 2024 年敏實集團實現總收入 231.5 億元(人民幣,下同),同比+12.8% ...
Archer's Midnight Air Taxi Soars, But Stock Doesn't Budge
MarketBeat· 2025-06-04 13:03
Archer Aviation TodayACHRArcher Aviation$9.73 0.00 (0.00%) 52-Week Range$2.82▼$13.92Price Target$12.50Add to WatchlistArcher Aviation NYSE: ACHR has hit an important new stage in getting its Midnight electric air taxi ready for passengers. The company announced in early June that its innovative aircraft had started piloted flight tests. This is a big step forward, moving the Midnight from flying on its own (autonomously) to now having a human pilot in the cockpit. These first piloted flights successfully s ...
亿航智能(EH):OC取证落地,年底前产能计划提升至千台
Tianfeng Securities· 2025-06-04 03:20
OC 取证落地,年底前产能计划提升至千台 事件:公司发布 25Q1 财报。25Q1 营业收入 2610 万元,去年同期 为 6170 万元;毛利率为 62.4%,去年同期为 61.9%;调整后净亏损 3110 万元,去年同期为 1010 万元。 海外公司报告 | 公司动态研究 亿航智能(EH) 证券研究报告 业务进展: 运营合格证(OC)取证落地,商业化逐步推进:2025 年 3 月 28 日, 中国民用航空局(CAAC)向两家 EH216-S 运营商(亿航通航和合 翼航空)颁发首批中国民用载人无人驾驶航空器运营合格证(OC)。 获得认证后,两家企业可在指定运营区域使用 EH216-S 开展载人商 业飞行服务。公司将分阶段逐步扩大商业运营规模,包括从隔离空 域向融合空域过渡、从空中游览向客运服务延伸、从试点区域向更 多运营地点扩展、从受邀乘客向公众开放服务。 国际市场持续拓展。25 年 2 月,EH216-S 在西班牙贝尼多姆试飞; 25 年 3 月:EH216-S 在墨西哥首飞;公司全球运营国家扩展至 19 个。 产品进展: 公司新一代远程复合翼 eVTOL——VT35(VT30 升级版)正在申请 中国适航 ...
Archer Aviation Stock Steadies After Short-Seller Report
MarketBeat· 2025-05-30 11:37
Core Viewpoint - Archer Aviation's stock experienced volatility following a critical report from short-seller Culper Research, but has shown signs of stabilization as the market awaits the company's operational milestones to counter the allegations [1][2][5]. Stock Performance - Archer's stock price fell sharply by 12-14% immediately after the report on May 20 and 21, but began to stabilize, closing at approximately $10.66 on May 29, 2025 [1][5]. - The stock showed slight upward movement on May 27 and 28, closing at $10.93 and $10.95 respectively, indicating potential market recovery [5]. Institutional Interest - Institutional filings revealed that many major investors were increasing their stakes in Archer before the short-seller report, suggesting confidence in the company's long-term prospects [6][7]. - Archer's strong Q1 2025 financial results, including an earnings per share (EPS) that exceeded analyst expectations and a cash position over $1 billion, provide a solid foundation for future growth [8][7]. Upcoming Milestones - Key upcoming operational milestones include successful flight demonstrations, UAE deployment of the Midnight aircraft, manufacturing goals of up to ten aircraft in 2025, and progress towards FAA certification [9][12]. - Successful execution of these milestones is critical for countering the short-seller's claims and could lead to a more favorable perception among investors [13][9]. Market Outlook - Archer's stock forecast indicates a potential upside of 18.05%, with a 12-month price target of $12.50 based on analyst ratings [10]. - The market is currently in a holding pattern, awaiting concrete proof of Archer's capabilities through upcoming operational validations [11][10].
Honeywell International Inc (HON) 3rd Annual Jefferies eVTOL / AAM Summit (Transcript)
Seeking Alpha· 2025-05-29 18:47
Honeywell International Inc (NASDAQ:HON) 3rd Annual Jefferies eVTOL / AAM Summit Conference May 28, 2025 11:20 AM ET Company Participants David Shilliday - VP & General Manager, Unmanned Aerial Systems & Urban Air Mobility Sean Meakim - VP of Investor Relations Conference Call Participants Sheila Kahyaoglu - Jefferies Sheila Kahyaoglu Good morning, everyone. My name is Sheila Kahyaoglu with the Jefferies Aerospace, Defense and Airlines Equity Research team. Thank you so much for joining us for our third Ann ...
摩根士丹利:人工智能赋能出行与仿人机器人
摩根· 2025-05-25 14:09
May 20, 2025 10:00 PM GMT China Autos & Shared Mobility: Investor Presentation | Asia Pacific Japan Summit – AI-Enabled Mobility & Humanoid Robotics | M | | | | --- | --- | --- | | | | Update | | May 20, 2025 10:00 PM GMT | | | | China Autos & Shared Mobility: Investor | Morgan Stanley Asia Limited+ | | | Presentation Asia Pacific | Tim Hsiao | | | | Equity Analyst | | | | Tim.Hsiao@morganstanley.com | +852 2848-1982 | | Japan Summit – AI-Enabled | Stanley Wang Research Associate | | | | Stanley.Wang@morgan ...
直击深圳无人机展 | 多个黑科技产品打破行业“结界” ,eVTOL市场规模2026年将突破百亿元
Mei Ri Jing Ji Xin Wen· 2025-05-24 04:49
每经记者|黄婉银 孔泽思 每经编辑|董兴生 5月23日,在深圳举行的第九届世界无人机大会展馆入口,获得全球首张无人直升机型号合格证的联合飞机TD550矗立在正中央,引来参观者纷纷打卡。这 架约4米长的无人直升机似乎也在告诉外界,无人机不仅在于小型化,也在持续大型化,甚至从无人走向载人,一款无人机可以应用在多种出行场景。 2024年全国两会,"低空经济"被首次写入《政府工作报告》,也被视为经济新增长引擎。许多地区"向天发展"的热情高涨,政策和资本也加足马力,这也使 得今年的世界无人机大会及相关无人机展会备受瞩目。 从2017年开始,深圳已经举办了八届世界无人机大会。与本次第九届世界无人机大会同期举办的,还有"第二届国际低空经济与无人系统博览会、第十届深 圳国际无人机展览会"(以下简称"UASE无人机展")。 深圳作为"无人机之都",拥有上中下游全产业链,整机制造及链上企业2000多家,产值超过1000亿元,占有全球70%的消费类无人机市场、40%工业级无人 机市场份额。 本届UASE无人机展聚焦低空经济高质量发展成果,展示低空智能制造、无人机、eVTOL、人工智能机器人、无人系统、智能无人车、无人船、芯片、航空 ...
山西证券研究早观点-20250522
Shanxi Securities· 2025-05-22 09:12
研究早观点 2025 年 5 月 22 日 星期四 国内市场主要指数 | 指数 | | 收盘 | 涨跌幅% | | --- | --- | --- | --- | | 上证指数 | | 3,387.57 | 0.21 | | 深证成指 | | 10,294.22 | 0.44 | | 沪深 | 300 | 3,916.38 | 0.47 | | 中小板指 | | 6,439.31 | 0.50 | | 创业板指 | | 2,065.39 | 0.83 | | 科创 50 | | 995.49 | -0.22 | 资料来源:最闻 分析师: 李召麒 执业登记编码:S0760521050001 电话:010-83496307 邮箱:lizhaoqi@sxzq.com 【今日要点】 【行业评论】化学原料:新材料周报(250512-0516)-华为折叠 PC 及 苹果折叠手机推出在即,折叠设备材料有望高速发展 【行业评论】非银行金融:行业周报(20250512-20250518):-并购重组办 法修订,提升科技企业服务力度 【山证通信】炬光科技(688167.SH):并购短期影响利润,看好转型阵痛 期后的盈利能力回升 ...
高盛:亿航-首席财务官来访;低空观光业务已取得运营许可实现商业化;电动垂直起降飞行器产能正在扩张;买入
Goldman Sachs· 2025-05-22 05:50
21 May 2025 | 4:58PM HKT EHang (EH): TechNet China 2025: CFO visit; Low-altitude sightseeing commercialization with OC obtained; eVTOL capacity in expansion; Buy We hosted EHang CFO on May 21 at our TechNet Conference China 2025. Key discussions were around eVTOL commercialization after OC, eVTOL capacity expansion, and OC progress for more operating companies. Overall, management is positive on accelerated deliveries of EH216-S to clients, supported by PC and OC for mass production and commercialization, a ...