Guojin Securities: It is recommended to focus on leading enterprises in the fields of machinery, electric motors, batteries, and avionics flight control.

Guojin Securities research report states that compared to traditional modes of transportation such as cars and high-speed trains, eVTOLs have the advantages of high efficiency, convenience, low noise, low carbon emissions, comfort, and privacy within a specific range of distances. They are expected to become a new type of transportation, with initial application scenarios projected to be emergency situations and cultural tourism. Subsequently, the development will gradually expand to air taxis and logistics, with air taxis expected to account for over 70% and become the dominant scenario. The low-altitude economy is flourishing, with eVTOLs acting as an important driver towards a billion-dollar market. It is recommended to pay attention to leading companies in the fields of whole aircraft, electric motors, batteries, and avionics flight control.