国泰海通|产业:低空经济系列(八):从Joby和Archer看国内eVTOL产业

国泰海通证券研究
Jul 18, 2025

报告导读:Joby和Archer作为全球eVTOL产业的领军企业,其成长路径深受美国成熟航空生态的影响,难以直接复制到国内市场。然而,其发展历程中的一些关键经验,仍值得国内eVTOL产业的运营者和投资方深入研究和借鉴。复盘全球eVTOL产业发展。2017-2024年,全球eVTOL企业数量激增至400余家,概念机型超1000款,Joby、Archer等企业通过SPAC上市融资超50亿美元,行业进入...

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