eVTOL single order refresh record concept stock list released

According to the Times Technology official WeChat account, on July 16th, UAE company Autocraft signed a procurement agreement with Times Technology to purchase 350 units of the E20 eVTOL, which is independently developed by Times Technology, with a total order value of 1 billion US dollars. This order amount has set a new record in the Chinese eVTOL field for a single order. According to the "Low-Altitude Economy Development Trend Report", it is predicted that by 2030, the total eVTOL market in China will exceed 100,000 units, with more than half of them entering households or being used for commercial operation as "sky taxis". Data shows that some listed companies have connections with Times Technology. Kunlun Wanwei stated on the investor interaction platform that Kunlun Fund participated in the investment in Times Technology in 2023. An Tai Technology's affiliated company, An Tai Composite, is an important composite material supplier for Times Technology. Zhonghua Rock and Soil expressed on the investor interaction platform that they are striving to establish cooperation with Times Technology, Xiaopeng Motors, and others in the field of low-altitude aircraft. According to statistics, there are a total of 21 listed companies involved in the eVTOL industry chain, mainly in areas such as complete aircraft manufacturing, operation maintenance, aviation batteries, and core components. In terms of stock market performance, eVTOL concept stocks have increased on average by 12.05% this year, with some stocks such as Yingliu share, Wolong electric drive, Guoxuan high-tech, and Zongheng share experiencing growth of over 30%.