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<!DOCTYPE html>
<html lang="zh-CN" data-theme="night">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>亿航智能订单量 - 深度投研报告</title>
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.12.2/dist/full.min.css" rel="stylesheet" type="text/css" />
<script src="https://cdn.tailwindcss.com/3.4.4"></script>
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.14.1/dist/cdn.min.js"></script>
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
<style>
@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
body {
font-family: 'Noto Sans SC', sans-serif;
background-color: #0c0a09; /* Near-black for deep space feel */
color: #e2e8f0; /* Light grey for text */
overflow-x: hidden;
}
.glass-card {
background-color: rgba(23, 23, 23, 0.6); /* Dark semi-transparent glass */
backdrop-filter: blur(24px) saturate(180%);
-webkit-backdrop-filter: blur(24px) saturate(180%);
border: 1px solid rgba(255, 255, 255, 0.1);
transition: all 0.3s ease-in-out;
}
.glass-card:hover {
transform: translateY(-5px) scale(1.01);
box-shadow: 0 0 25px rgba(76, 29, 149, 0.5), 0 0 45px rgba(29, 78, 216, 0.3);
border-color: rgba(129, 140, 248, 0.3);
}
.bento-grid {
display: grid;
grid-template-columns: repeat(6, 1fr);
gap: 1rem;
}
.bento-item {
grid-column: span 6; /* Default for mobile */
}
@media (min-width: 1024px) {
.bento-item-large { grid-column: span 4; grid-row: span 2; }
.bento-item-medium-1 { grid-column: span 2; }
.bento-item-medium-2 { grid-column: span 2; }
.bento-item-long { grid-column: span 6; }
}
.gradient-text {
background: linear-gradient(90deg, #a5b4fc, #d8b4fe);
-webkit-background-clip: text;
-webkit-text-fill-color: transparent;
}
.glow-divider {
height: 1px;
background: linear-gradient(90deg, transparent, #a855f7, transparent);
border: none;
}
.bg-space-glow {
position: fixed;
top: 0;
left: 0;
right: 0;
bottom: 0;
width: 100%;
height: 100vh;
z-index: -1;
overflow: hidden;
}
.bg-space-glow::before {
content: '';
position: absolute;
top: 50%;
left: 50%;
width: 800px;
height: 800px;
background-image: radial-gradient(circle, rgba(29, 78, 216, 0.2) 0%, rgba(29, 78, 216, 0) 60%);
transform: translate(-50%, -50%);
animation: pulse-blue 15s infinite ease-in-out;
}
.bg-space-glow::after {
content: '';
position: absolute;
top: 20%;
left: 20%;
width: 600px;
height: 600px;
background-image: radial-gradient(circle, rgba(124, 58, 237, 0.2) 0%, rgba(124, 58, 237, 0) 60%);
transform: translate(-50%, -50%);
animation: pulse-purple 18s infinite ease-in-out alternate;
}
@keyframes pulse-blue {
0% { transform: translate(-50%, -50%) scale(1); opacity: 0.6; }
50% { transform: translate(-40%, -60%) scale(1.2); opacity: 0.8; }
100% { transform: translate(-50%, -50%) scale(1); opacity: 0.6; }
}
@keyframes pulse-purple {
0% { transform: translate(-50%, -50%) scale(1); opacity: 0.7; }
50% { transform: translate(-60%, -40%) scale(0.8); opacity: 0.5; }
100% { transform: translate(-50%, -50%) scale(1); opacity: 0.7; }
}
</style>
</head>
<body class="min-h-screen">
<div class="bg-space-glow"></div>
<div class="container mx-auto px-4 py-8 lg:px-8 lg:py-12">
<!-- Header -->
<header class="text-center mb-12 lg:mb-20">
<h1 class="text-4xl lg:text-6xl font-bold tracking-tight gradient-text">亿航智能订单量 (EH)</h1>
<h2 class="text-xl lg:text-2xl mt-2 text-slate-300">深度投研报告</h2>
<p class="mt-4 text-xs text-slate-500 max-w-2xl mx-auto">
北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现，本报告为AI合成数据，投资需谨慎。
</p>
</header>
<!-- Core Insight Section -->
<main class="space-y-16">
<!-- Key Events Timeline & Summary -->
<section class="glass-card rounded-3xl p-6 lg:p-8">
<h2 class="text-2xl font-bold mb-4 gradient-text">核心观点摘要</h2>
<p class="text-slate-300 leading-relaxed">
亿航智能订单量概念已从早期的“讲故事”阶段，过渡到由<strong class="text-indigo-300">政策许可（OC证）驱动、以文旅场景为突破口的早期商业化验证阶段</strong>。其核心驱动力在于全球领先的适航认证进度与明确的商业模式，未来潜力则取决于将庞大的意向订单转化为实际交付与可盈利运营的能力。
</p>
<hr class="glow-divider my-6">
<h3 class="text-xl font-semibold mb-4 text-slate-100">概念关键事件轴</h3>
<ul class="space-y-4 text-slate-300">
<li class="flex items-start">
<svg class="w-6 h-6 text-purple-400 mr-3 mt-1 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z"></path></svg>
<div>
<strong class="text-slate-100">商业化基石:</strong> 全球率先完成TC、AC、PC“准生三部曲”，为批量生产和销售奠定法律基础。
</div>
</li>
<li class="flex items-start">
<svg class="w-6 h-6 text-purple-400 mr-3 mt-1 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z"></path></svg>
<div>
<strong class="text-slate-100">商业化催化:</strong> 合资公司“合肥合翼航空”获得全球首张载人类OC运营合格证，打通商业化“临门一脚”，极大提升客户签约兴趣。
</div>
</li>
<li class="flex items-start">
<svg class="w-6 h-6 text-purple-400 mr-3 mt-1 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z"></path></svg>
<div>
<strong class="text-slate-100">订单与交付放量:</strong> 2024年交付量逐季攀升（26→49→63→78），全年交付216架。截至2024年底，在手订单（含意向）超1500架，并持续获得新订单。
</div>
</li>
</ul>
</section>
<!-- ECharts Visualization -->
<section class="glass-card rounded-3xl p-6 lg:p-8">
<h2 class="text-2xl font-bold mb-4 gradient-text">订单与交付数据可视化</h2>
<div id="deliveryChart" class="w-full h-96"></div>
</section>
<!-- Core Logic & Market Perception -->
<section class="glass-card rounded-3xl p-6 lg:p-8">
<h2 class="text-2xl font-bold mb-6 gradient-text">概念核心逻辑与市场认知</h2>
<div class="grid md:grid-cols-2 lg:grid-cols-3 gap-6 text-slate-300">
<div class="border border-slate-700 p-4 rounded-2xl">
<h3 class="font-bold text-lg mb-2 text-indigo-300">核心驱动力 (1): 政策准入壁垒</h3>
<p class="text-sm">率先完成TC、PC、OC全套适航认证，构成商业化的根本护城河，在全球eVTOL行业中拥有1-2年的先发优势。</p>
</div>
<div class="border border-slate-700 p-4 rounded-2xl">
<h3 class="font-bold text-lg mb-2 text-indigo-300">核心驱动力 (2): 清晰商业化路径</h3>
<p class="text-sm">战略聚焦低空文旅观光场景，模式便于审批、商业模式成熟，为快速产生现金流和验证产品价值提供了试验田。</p>
</div>
<div class="border border-slate-700 p-4 rounded-2xl">
<h3 class="font-bold text-lg mb-2 text-indigo-300">核心驱动力 (3): 政府与资本绑定</h3>
<p class="text-sm">与合肥、山西、浙江等地方政府和文旅集团深度绑定，形成“G+B”双轮驱动模式，极大加速了市场开拓。</p>
</div>
</div>
<hr class="glow-divider my-6">
<div>
<h3 class="font-bold text-lg mb-2 text-slate-100">预期差分析：市场乐观下的潜在鸿沟</h3>
<ul class="space-y-3 list-disc list-inside text-slate-300">
<li><strong class="text-amber-300">订单质量预期差:</strong> 市场对“超1500架”宏大叙事的price-in可能过高，忽略了其中“意向订单”与“确定订单”的区别。意向订单的转化率和速度是核心变量。</li>
<li><strong class="text-amber-300">商业闭环预期差:</strong> 市场关注点在“卖了多少飞机”，但忽略了“买方能否赚钱”。下游运营商的盈利能力将决定需求的持续性，目前相关运营数据缺失。</li>
<li><strong class="text-amber-300">海外订单进度预期差:</strong> 早期路演提及海外订单占比较高，但近期增量主要集中在国内。海外市场的商业化落地进度可能慢于国内市场预期。</li>
</ul>
</div>
</section>
<!-- Catalysts & Future Path -->
<section class="glass-card rounded-3xl p-6 lg:p-8">
<h2 class="text-2xl font-bold mb-6 gradient-text">关键催化剂与未来发展路径</h2>
<div class="grid md:grid-cols-2 gap-8">
<div>
<h3 class="text-xl font-semibold mb-3 text-slate-100">近期催化剂 (3-6个月)</h3>
<ul class="space-y-3 list-disc list-inside text-slate-300">
<li><strong class="text-cyan-300">多地OC证批量获批:</strong> 每新增一张OC证，即意味着一个新市场启动商业运营，是直接的信心催化剂。</li>
<li><strong class="text-cyan-300">标杆项目盈利数据披露:</strong> 首批运营项目若公布积极的运营数据，将极大打消市场疑虑，引发示范效应。</li>
<li><strong class="text-cyan-300">产能爬坡验证:</strong> 季度交付量能否持续环比高增长，是验证其产能能否匹配订单需求的关键。</li>
</ul>
</div>
<div>
<h3 class="text-xl font-semibold mb-3 text-slate-100">长期发展路径</h3>
<ul class="space-y-3 list-disc list-inside text-slate-300">
<li><strong class="text-fuchsia-300">场景复制与拓展:</strong> 从头部景区“点”的成功，复制到全国景区的“面”。</li>
<li><strong class="text-fuchsia-300">技术迭代驱动新需求:</strong> 固态电池等技术提升续航，解锁更长距离观光、短途接驳等新场景。</li>
<li><strong class="text-fuchsia-300">从文旅到泛应用:</strong> 逐步渗透至城市空中交通（UAM）、应急救援、物流等更广阔市场。</li>
<li><strong class="text-fuchsia-300">国际市场认证突破:</strong> 获得EASA或FAA认证，将是打开欧美主流市场的关键里程碑。</li>
</ul>
</div>
</div>
</section>
<!-- Supporting Data (Bento Grid) -->
<section>
<h2 class="text-3xl font-bold mb-8 text-center gradient-text">核心数据源提炼</h2>
<div class="bento-grid">
<div class="bento-item bento-item-large glass-card rounded-3xl p-6 lg:p-8">
<h3 class="font-bold text-xl mb-4 text-slate-100">新闻数据精要</h3>
<ul class="space-y-3 text-sm text-slate-300">
<li><strong>贵旅集团 (2025-07):</strong> 订购50架EH216-S。</li>
<li><strong>山西客户 (2024-08):</strong> 50架订单 (1.13亿元) + 450架意向，已交付50架。</li>
<li><strong>浙江客户 (2024-08):</strong> 30架订单 + 270架意向，已交付30架。</li>
<li><strong>香港客户 (2024-08):</strong> 采购30架EH216-S。</li>
<li><strong>2024年交付量:</strong> Q1: 26架, Q2: 49架, Q3: 63架, Q4: 78架。全年总计216架。</li>
<li><strong>累计订单:</strong> 国内订单超1100架 (2024-08数据)，在手订单超千架。</li>
<li><strong>产能规划:</strong> 云浮基地二期目标年产1000台 (2025年)。</li>
</ul>
</div>
<div class="bento-item bento-item-medium-1 glass-card rounded-3xl p-6">
<h3 class="font-bold text-xl mb-4 text-slate-100">路演信息追踪</h3>
<p class="text-sm text-slate-300">订单总量数据随时间推移不断增长：</p>
<ul class="space-y-2 text-sm text-slate-300 mt-2">
<li><strong>2024年1月:</strong> 在手订单约500架。</li>
<li><strong>2024年8月:</strong> 累计订单1300+架 (含意向)。</li>
<li><strong>2024年11月:</strong> 订单储备维持“千架量级”。</li>
<li><strong>2025年4月:</strong> 截至24年底在手订单超1500架。</li>
</ul>
</div>
<div class="bento-item bento-item-medium-2 glass-card rounded-3xl p-6">
<h3 class="font-bold text-xl mb-4 text-slate-100">研报核心数据</h3>
<p class="text-sm text-slate-300">研报详细披露了订单构成，强化了订单的真实性：</p>
<ul class="space-y-2 text-sm text-slate-300 mt-2">
<li><strong>总量确认 (2024-11):</strong> 截至24年11月，累计在手订单超1500架。</li>
<li><strong>客户详情:</strong> 明确列出太原西山文旅(500架)、温州文成(300架)、祥源文旅(50架)等大客户。</li>
<li><strong>海外订单:</strong> 提及印尼Prestige(100架)、马来西亚AerTree(50架)等预订单。</li>
</ul>
</div>
</div>
</section>
<!-- Risks & Challenges -->
<section class="glass-card rounded-3xl p-6 lg:p-8">
<h2 class="text-2xl font-bold mb-6 gradient-text">潜在风险与挑战</h2>
<div class="grid md:grid-cols-2 lg:grid-cols-3 gap-6 text-slate-300">
<div class="border border-slate-700/50 p-4 rounded-2xl bg-slate-900/20">
<h3 class="font-bold text-lg mb-2 text-red-400">技术风险</h3>
<p class="text-sm">当前锂电池技术是续航和商业场景拓展的核心瓶颈。任何安全事故都可能对行业造成颠覆性打击。</p>
</div>
<div class="border border-slate-700/50 p-4 rounded-2xl bg-slate-900/20">
<h3 class="font-bold text-lg mb-2 text-red-400">商业化风险</h3>
<p class="text-sm">当前订单多具示范性质，市场化需求持续性存疑。运营商能否盈利是行业能否普及的关键。</p>
</div>
<div class="border border-slate-700/50 p-4 rounded-2xl bg-slate-900/20">
<h3 class="font-bold text-lg mb-2 text-red-400">政策与竞争风险</h3>
<p class="text-sm">低空空域管理政策影响运营效率。华为等科技巨头和传统车企正加速入局，先发优势窗口期有限。</p>
</div>
</div>
</section>
<!-- Stock Data -->
<section>
<h2 class="text-3xl font-bold mb-8 text-center gradient-text">相关个股分析</h2>
<div class="glass-card rounded-3xl p-2 sm:p-4 lg:p-6 overflow-x-auto">
<h3 class="text-xl font-bold text-slate-100 mb-4 px-2">核心标的</h3>
<table class="table table-zebra-zebra w-full text-sm">
<thead class="text-slate-300">
<tr>
<th>股票名称</th>
<th>股票代码</th>
<th>核心逻辑</th>
<th>订单详情</th>
</tr>
</thead>
<tbody>
<tr>
<td class="font-bold">亿航智能</td>
<td class="font-mono">EH (NASDAQ)</td>
<td>
<div class="max-w-md">
合资公司获全球首张载人类OC证，标志eVTOL进入商业化。基于EH216S飞行器已获大量订单及意向订单，商业化进度全球领先。
<div class="mt-2 text-xs text-slate-400">产品信息: EH216S单台售价约249万元</div>
</div>
</td>
<td>
<div class="overflow-x-auto">
<table class="table table-compact w-full text-xs">
<thead>
<tr>
<th>类别</th>
<th>意向订单数量(架)</th>
<th>体量(亿元)</th>
</tr>
</thead>
<tbody>
<tr><td>2024年签署累计数量</td><td>1000</td><td>24.9</td></tr>
<tr><td>太原西山文旅</td><td>500 (含50架采购)</td><td>12.5</td></tr>
<tr><td>文成县</td><td>300</td><td>7.5</td></tr>
<tr><td>合肥市人民政府</td><td>100</td><td>2.5</td></tr>
<tr><td>深圳博林集团</td><td>100</td><td>2.5</td></tr>
<tr><td>威海市高新区</td><td>30</td><td>0.7</td></tr>
</tbody>
</table>
</div>
</td>
</tr>
</tbody>
</table>
</div>
<div class="glass-card rounded-3xl p-2 sm:p-4 lg:p-6 overflow-x-auto mt-8">
<h3 class="text-xl font-bold text-slate-100 mb-4 px-2">产业链及关联个股</h3>
<table class="table w-full text-sm">
<thead class="text-slate-300">
<tr>
<th>股票名称</th>
<th>股票代码</th>
<th>驱动逻辑 / 关联原因</th>
<th>异动日期</th>
<th>涨幅</th>
</tr>
</thead>
<tbody>
<tr class="hover:bg-slate-800/50">
<td>长源东谷</td>
<td><a href="https://valuefrontier.cn/company?scode=603950" target="_blank" class="link link-hover text-indigo-400 font-mono">603950</a></td>
<td class="text-xs max-w-md">华为eVTOL壳体订单从30亿上调至50亿，切入华为系eVTOL供应链。</td>
<td class="font-mono">2025-09-09</td>
<td class="text-green-400 font-semibold">9.99%</td>
</tr>
<tr class="hover:bg-slate-800/50">
<td>应流股份</td>
<td><a href="https://valuefrontier.cn/company?scode=603308" target="_blank" class="link link-hover text-indigo-400 font-mono">603308</a></td>
<td class="text-xs max-w-md">Joby迪拜60亿美元eVTOL订单催化，公司作为航空级钛合金/高温合金结构件稀缺供应商受益。</td>
<td class="font-mono">2025-07-17</td>
<td class="text-green-400 font-semibold">10.01%</td>
</tr>
<tr class="hover:bg-slate-800/50">
<td>纵横股份</td>
<td><a href="https://valuefrontier.cn/company?scode=688070" target="_blank" class="link link-hover text-indigo-400 font-mono">688070</a></td>
<td class="text-xs max-w-md">工业无人机龙头，深度受益于低空经济行业快速发展，业绩超预期。</td>
<td class="font-mono">2025-07-17</td>
<td class="text-green-400 font-semibold">13.23%</td>
</tr>
<tr class="hover:bg-slate-800/50">
<td>广东鸿图</td>
<td><a href="https://valuefrontier.cn/company?scode=002101" target="_blank" class="link link-hover text-indigo-400 font-mono">002101</a></td>
<td class="text-xs max-w-md">手握小鹏汇天eVTOL及头部农用无人机结构件定点，受益低空经济政策催化。</td>
<td class="font-mono">2025-09-10</td>
<td class="text-green-400 font-semibold">9.98%</td>
</tr>
<tr class="hover:bg-slate-800/50">
<td>春晖智控</td>
<td><a href="https://valuefrontier.cn/company?scode=300943" target="_blank" class="link link-hover text-indigo-400 font-mono">300943</a></td>
<td class="text-xs max-w-md">正式确认进入大疆无人机燃油喷射系统供应链，受益于无人机/低空经济情绪共振。</td>
<td class="font-mono">2025-08-05</td>
<td class="text-green-400 font-semibold">19.97%</td>
</tr>
<!-- Placeholder for other stocks -->
</tbody>
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