Execution is still the most important
$EHang (EH.US)$ $Joby Aviation (JOBY.US)$ $Lilium (LILM.US)$ Currently, there are a lot of evtol companies (in addition, there are 7 listed, so if you're not familiar with it, I won't list it). Basically, those who have not completed the test flight at this time, have not entered the final stage of the airworthiness certificate review process, or obtained an airworthiness certificate, are all at the end of bankruptcy due to lack of capacity. There are so many amazing light aircraft in history, and they just flew like a brick...
To put it bluntly, none of the current evtol pneumatic shapes are ideal. To amplify the energy consumption of a four-axle flat flight, the aircraft shape can only take off and land very slowly using a blower. The deformation mechanism, which resembles an osprey, takes up a lot of weight and has problems with reliability. Whoever comes out and occupies the market first is king. You can then iterate slowly. Practicality... alas... difficult
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CFA, FRM, P-Quant。然而自己投资并不量化…个人投资观点，不代表供职的银行或客户（反正我看不到）。不提供投资建议。
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