异动解读 | 亿航智能股价盘中大涨8.52%,政策利好及业绩增长成为主因

异动解读
18 Nov 2024

亿航智能(EH)盘中股价出现大涨8.52%的行情,引发了市场的广泛关注。从相关新闻来看,这一涨势主要与以下两个原因相关:

首先,很可能受到中央空管委将在6个城市开展eVTOL试点的政策利好预期所推动。据报道,中国航空运输协会透露,中央空管委即将在合肥、杭州、深圳、苏州、成都、重庆六个城市开展eVTOL试点,试点文件对航线和区域都有规划。作为专注于电动垂直起落飞机(eVTOL)等无人机领域的企业,亿航智能有望从这一政策中获益,市场预期其eVTOL业务发展前景向好。

其次,亿航智能最新季绩也交出不俗成绩,进一步增强了投资者对公司长期发展前景的信心。公司2024年第三季度营收1.28亿元人民币,同比增长347.8%,大幅超过市场预期;其旗舰产品EH216-SeVTOL产品销售和交付量也创下历史新高,这表明公司核心产品获得了良好的市场拓展。营收和产品交付量的高增长,反映出公司在eVTOL市场的拓展逐步获得成效。

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