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低空经济专题研究:—亿航年度总收入 4.56 亿元,同比增长 288.5%;成为全球首家盈利的 eVTOL 公司。
Jinyuan Securities· 2025-03-18 06:08
Investment Rating - The report maintains an "Overweight" rating for the low-altitude economy sector [3]. Core Insights - The low-altitude economy index increased by 6.14% this week, with a daily average trading volume of 34.547 billion yuan, and a TTM price-to-earnings ratio of 83.15 times [3]. - EHang reported an annual total revenue of 456 million yuan, marking a year-on-year growth of 288.5%, and became the world's first profitable eVTOL company [3][5]. Sector Performance Review - The low-altitude economy index outperformed the Shanghai and Shenzhen 300 index, with a relative increase of 4.75% [3]. - The average daily trading volume for the week was 34.547 billion yuan, which is in the 129.37% percentile over the past year [3]. - The sector's valuation remains high, with a TTM price-to-earnings ratio of 83.15 times, indicating sustained investor interest despite a slight decrease in trading volume compared to the previous week [3]. Industry Dynamics - The first low-altitude economic industry digital transformation promotion center was established in Chengdu, Sichuan, aimed at integrating digital technology into the low-altitude economy [4]. - Nine low-altitude economic technology innovation application scenarios were released in Chengdu, covering areas such as low-altitude logistics and tourism [4][17]. - The Wuhu low-altitude economy provincial future industry pilot zone was launched, focusing on low-altitude equipment manufacturing and service networks [4][18]. Policy Developments - The Central Air Traffic Management Office initiated measures to prevent drone interference with civil aviation operations, enhancing safety protocols around civil transport airports [5][34]. - The report highlights the establishment of the Huashang Low-altitude Economy Legal Research Institute, which aims to address legal aspects of the low-altitude economy [4][18]. Key Company Developments - EHang achieved record highs in both total revenue and aircraft delivery in 2024, with a total revenue of 456 million yuan and a delivery of 216 aircraft, representing year-on-year growths of 288.5% and 315.4%, respectively [5][35].
低空经济周报:亿航年度总收入4.56亿元,同比增长288.5%;成为全球首家盈利的eVTOL公司。
Jinyuan Securities· 2025-03-18 05:33
Investment Rating - The report maintains an "Overweight" rating for the low-altitude economy sector [3]. Core Insights - The low-altitude economy index increased by 6.14% this week, with a daily average trading volume of 34.547 billion yuan, and a TTM price-to-earnings ratio of 83.15 times [3]. - EHang reported an annual total revenue of 456 million yuan, a year-on-year increase of 288.5%, becoming the world's first profitable eVTOL company [3][35]. Sector Performance Review - The low-altitude economy index showed a relative increase of 4.75% compared to the Shanghai and Shenzhen 300 index [3]. - The average daily trading volume for the week was 34.547 billion yuan, which is in the 129.37% percentile over the past year [3]. - The sector's TTM price-to-earnings ratio is at 83.15 times, indicating a high valuation [3]. Industry Dynamics - The first low-altitude economic industry digital transformation promotion center was established in Chengdu East New Area, aiming to integrate digital technology into the low-altitude economy [4]. - Nine low-altitude economic technology innovation application scenarios were released in Chengdu, covering areas such as low-altitude logistics and tourism [4][17]. - The Wuhu low-altitude economy provincial future industry pilot zone was launched, focusing on low-altitude equipment manufacturing and service networks [4][17]. Policy Developments - The Central Air Traffic Management Office initiated measures to prevent drone interference with civil aviation operations [5][34]. - The report highlights the establishment of the Huashang Low-altitude Economy Legal Research Institute, focusing on legislative and compliance issues in the low-altitude economy [4][17]. Key Company Developments - EHang achieved record highs in both total revenue and aircraft delivery in 2024, with a total revenue of 456 million yuan and a delivery of 216 aircraft, marking a year-on-year increase of 288.5% and 315.4% respectively [5][35].
低空经济周报(02.17-02.23):广东省省长王伟中莅临小鹏汇天调研,马斯克投资飞行汽车AlefAeronautics产品ModelA完成垂直起降测试-2025-02-25
Jinyuan Securities· 2025-02-25 08:57
行 业 点 行业指数相对沪深 300 表现 评 周 报 相关报告 低空经济行业周报(第七周) 证券分析师:李景星 执业证书编号: S0370522090001 公司邮箱:lijingx@jyzq.cn 联系电话:0755-23832812 证 券 研 究 报 告 低空经济专题研究 低空经济周报(02.17-02.23) 2025 年 2 月 23 日 —广东省省长王伟中莅临小鹏汇天调研,马斯克投资飞行汽 车 Alef Aeronautics 产品 ModelA 完成垂直起降测试 评级:增持(维持) 板块行情回顾: 本周低空经济指数跌 0.6%,相对涨幅-1.09%,日均成交额 314.5 亿元(近一年 124.07%分位),市盈率(TTM)达 80.32 倍(近一年 79.08%分位),本周日均主力净流入额-3.25 亿元。较上周而言,成交额有所提升,估值进一步提升, 主力资金净流出持续。。 个股表现: 本周涨幅前五个股为上工申贝、中化岩土、中国联通、安 达维尔、中信海直;跌幅前五个股为宝钛股份、小鹏汽车 -W、卧龙电驱、威迈斯、中兴通讯。 行业动态: 1、长春发布国内首个低空行业大模型"紫东长空"。2、 江 ...