① Flying cars are being continuously concerned and sought after by the market;

② In the case of limited development of two-dimensional space, car companies and technology companies aim at three-dimensional transportation space.

Flying cars are receiving continued attention and popularity in the market.

According to agency research reports, flying cars generally refer to electric vertical take-off and landing aircraft (eVTOL). Its advantage is that it does not require an ultra-long runway, can directly use a heliport or any vertical take-off and landing site, has high flexibility, and can be remotely piloted or autopilot, and is easy to operate. In terms of application, CICC expects that the domestic application of eVTOL may follow the following sequence: first, air tour and medical transfer, then "air taxi" and "air bus" mode will appear, and then gradually enter the private market.

According to Morgan Stanley's prediction, by 2050, the global market size of flying cars will reach 9 trillion billion US dollars, of which the potential market size of China will reach 2.1 trillion US dollars.

In terms of policy, the Central Economic Work Conference in December 2023 clearly identified the "low-altitude economy" as a national strategic emerging industry; the country's first low-altitude economic legislation-the "Shenzhen Special Economic Zone Low-altitude Economic Industry Promotion Regulations" will be implemented on February 1, 2024, from infrastructure, flight services, industrial applications, technological innovation, safety management and other aspects to help low-altitude economic industries "fly high". With the gradual mass production of flying cars, with the support of relevant policies, the development process of flying car industry is expected to be further accelerated.

According to Guotai Junan Research Report, in the case of limited development of two-dimensional space, car companies and technology companies aim at three-dimensional transportation space. The companies that preempt the layout of flying cars include traditional multinational car companies such as GM, Porsche and Volkswagen, as well as domestic car companies such as Geely, Xiaopeng and GAC, as well as technology giants such as Google, Intel and Uber. As of 2021, more than 200 companies or institutions worldwide are developing flying car products, with about 420 models. Among domestic enterprises, Yihang Intelligence was listed in the United States in 2019, becoming the world's first listed flying car company; in addition, Weihang Technology, Fengfei Airlines, Xiaopeng Huitian and others have also received multiple rounds of financing.

In the upstream and downstream of the industry chain, flying vehicles mainly involve core components such as battery systems, power systems, control systems, communication navigation, and airframes . The business of many A- share listed companies involves flying vehicle-related businesses.

Shen Wanhongyuan pointed out in the research report that flying cars can be reused with the supply chain of the automotive industry, and the cost can be quickly reduced. China's accumulated technical experience and industrial chain advantages in industries such as aircraft and new energy vehicles can be partially transferred to flying cars. In the process of industrialization. In particular, the trend of electrification and intelligence in the automotive field has enabled my country's accumulation in battery technology, advanced materials, autonomous driving, satellite communications and other fields to provide important support.

Shen wanhongyuan believes that at present, many listed companies in China have been involved in eVTOL's material and component supply and complete machine manufacturing, and the commercialization progress has continued to break through, including main engine factories including yihang intelligence (NASDAQ: EH) and citic Haizhi (000099), battery enterprises such as Ningde era (300750) and funeng technology (688567), power system enterprises such as guangyang shares (002708) and Wolong electric drive (600580), as well as commercial network electronics (300975), Hite high-tech (002023) and other control system leading enterprises deserve attention.

A few days ago, Xiaopeng Huitian's flying cars were unveiled at CES 2024 Consumer Electronics Show, further arousing the market's attention to flying car concept stocks. A number of A- share listed companies have also disclosed relevant progress recently.

among them, guangyang shares (002708) won three consecutive boards last week. The company said that the current cooperative flying car project has completed the-sample delivery and is in the customer debugging and verification stage. In addition, the company to develop new energy vehicle customers, and the layout of automotive electronics, with Xiaopeng and other close business relations.

The camp of flying car concept stocks continues to expand with the heat. On January 15, Changyuan Donggu (603950) announced that the company had recently received a notice of designated development from a well-known domestic flying car company. The customer decided to choose the company as the supplier of the stator main housing, outer rotor housing, three-phase wiring cover plate, controller installation housing and support frame of the flying electric drive housing of a certain model, requiring the company to interface with its technical and quality departments, confirm drawings and data and sign a contract.

on January 15, the flying car concept stock bottomed out and then fell back again. Guangyang shares (002708) fell 3.38 per cent, popular concept stocks such as Haite High-tech (002023) and Shangluo Electronics (300975) all fell more than 1 per cent, and Changyuan Donggu (603950) rose 2.86 per cent.

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