亿航智能（EH）在盘前交易中股价大跌10.57%，引发市场广泛关注。这一显著跌幅主要源于公司大幅下调了2025年全年营收预期。
根据最新公告，亿航智能将2025年年度营收指引从此前预期的9亿元人民币下调至约5亿元人民币。公司表示，这一调整反映了其战略重点转向扩大商业eVTOL（电动垂直起降飞行器）运营和开发运营演示模型。尽管这可能影响短期收入，但亿航认为这一举措将为全球城市空中交通（UAM）行业的长期可扩展性奠定重要基础。
值得注意的是，亿航智能最新发布的第二季度财报显示，公司总营收为1.472亿元人民币（约合2050万美元），同比大幅增长44.2%，环比增长464.0%。毛利率保持在62.6%的高位。然而，公司净亏损为8100万元人民币，较去年同期增长13.1%。EH216系列电动垂直起降飞机的销售和交付量达到68架，高于去年同期的49架和上一季度的11架。尽管业绩有所改善，但市场显然更关注公司对未来增长前景的保守态度。
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