【中金公司:低空经济应用场景拓展有望渐次展开 eVTOL商业运营将改善传统通航财务模型】中金公司研报指出,应用场景的拓展有望渐次展开,eVTOL商业运营将改善传统通航财务模型。1)低空经济应用场景涵盖测绘、巡检、消防、物流、旅游、交通、农业等众多领域,随着飞行器经济性、安全性等核心技术指标不断优化,低空经济商业应用有望遵循“载物—载人”、“旅游—交通”的顺序渐次展开。2)eVTOL作为低空核心飞行器之一,具有速度快、低运营成本等优势。eVTOL的商用有望在景区观光等场景率先落地,随着eVTOL应用场景持续拓展,有望为传统通航企业财务模型带来改善。

金融界
24 Feb
中金公司研报指出,应用场景的拓展有望渐次展开,eVTOL商业运营将改善传统通航财务模型。1)低空经济应用场景涵盖测绘、巡检、消防、物流、旅游、交通、农业等众多领域,随着飞行器经济性、安全性等核心技术指标不断优化,低空经济商业应用有望遵循“载物—载人”、“旅游—交通”的顺序渐次展开。2)eVTOL作为低空核心飞行器之一,具有速度快、低运营成本等优势。eVTOL的商用有望在景区观光等场景率先落地,随着eVTOL应用场景持续拓展,有望为传统通航企业财务模型带来改善。

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