亿航智能(股票代码:EH)今日盘前大跌9.73%,主要原因是公司公布的2025年第一季度财报远低于市场预期。
根据亿航智能发布的财报,2025年第一季度总收入为2610万元人民币,同比骤降近58%,环比下降84%。公司净亏损扩大至7840万元人民币,相比去年同期亏损扩大1500万元。EH216系列航空器交付量仅为11架,较去年同期的26架缩减超过一半。这些数据显示公司业绩出现明显下滑,引发了投资者的担忧。
尽管财报数据不佳,亿航智能管理层仍对公司前景保持乐观。首席运营官王钊解释称,一季度业绩下滑主要受冬季和春节长假等季节性因素影响,同时部分客户将采购订单推迟至运营合格证颁发后。公司维持2025年全年总收入9亿元人民币的目标不变,并表示已观察到第二季度潜在订单和交付量的显著改善。此外,亿航智能正在积极拓展业务,包括在广州和合肥开展载人试运营,以及在泰国启动商业化运营。公司还计划扩大生产基地,预计年底前将年产能提升到1000架。然而,这些积极因素似乎未能抵消投资者对当前业绩的担忧,导致股价在盘前出现大幅下跌。
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