EHang's eVTOL delivery volume increased more than three times in 2024, and the low-altitude economy is entering a fast track of development.

On March 12, EHang disclosed its financial performance report. EHang achieved sales and deliveries of 216 eVTOLs in fiscal year 2024, more than tripling compared to 2023, helping the company reach a historic high in total annual revenue. Tianfeng Securities analyst Wu Li pointed out that various regions across the country are introducing policy measures to support the development of the low-altitude economy.

cls.cnMar 12 19:56 ET

The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation

① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.

cls.cnMar 12 00:30 ET

The industry conference will be held, and the industrial application of solid state batteries is expected to accelerate.

① The 2025 Solid State Battery Technology Exchange Conference and the First Dry Electrode Technology Seminar will be held in Bengbu, Anhui from March 18 to 19, 2025. ② Yang Jingmei from Western Securities stated that the rapid development of emerging fields such as humanoid robots, eVTOL, and AI glasses has created an urgent demand for increased battery energy density, and the industrial application of Solid State Batteries is expected to accelerate.

cls.cnMar 11 19:53 ET

Another joint venture RBOB Gasoline vehicle has sparked a wave of Asia Vets.

"Oil and electricity are equally wise."

wallstreetcnMar 10 21:15 ET

Well-known manufacturers are raising prices. Institutions are Bullish on the recovery of the storage Industry cycle.

① Recently, SanDisk, a globally renowned Memory Chip manufacturer, sent a price increase notice to its customers, stating that it will raise prices for its products starting April 1, with an overall increase of more than 10%. ② A Research Report from CITIC SEC pointed out that as the impact of original manufacturers' production control becomes evident and industry inventory gradually gets digested, the demand driven by AI is expected to increase, and mainstream NAND Flash prices are likely to rise in the second quarter of 2025.

cls.cnMar 10 19:56 ET

It is indeed a "policy year" for Siasun Robot&Automation! Guangdong plans to promote industrial innovation and development in 12 areas.

① Recently, policies on embodied intelligent robots have significantly gained momentum: the government work report mentioned embodied intelligence for the first time, and relevant policies have been introduced in Shenzhen, Peking, and other places. ② Brokerages point out that 2025 will be the policy year for humanoid robots in China, and local governments are expected to become the main purchasers and driving forces in the humanoid robot industry. ③ In A-shares, related companies in the Industry Chain of robots from Guangdong, Shanghai, Jiangsu, Anhui, Chongqing, and Peking include these >>

cls.cnMar 10 09:24 ET