瑞银UBS今日发布最新研报,将 亿航智能 目标价大幅上调40% 从22美元至31美元,并重申“买入”评级,凸显其对城市空中交通(UAM)赛道及亿航智能商业化进程的坚定信心。
2025年三大核心催化剂:
1)里程碑突破在即:公司有望于2025年早期获得中国民航局颁发的载人电动垂直起降(eVTOL)航空器运营许可证(OC),此举将开启全球eVTOL商业化运营先河,加速行业合规化进程。
2)订单驱动高增长:凭借扎实的订单储备,预计2025年交付量及营收将实现同比翻倍,产能规划从2024年的216架跃升至1000架。
3)盈利拐点提前:受益规模效应,公司盈利时间表较此前预测提前一年,预计2025年实现盈亏平衡。
公司股价近期持续走高,隔夜续涨2.67%,本月已累涨超50%:
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