**Times reporter Liang Qiangang.
Flying cars will bring about a revolution in urban travel, have huge social and commercial value, and are a new track for capital and enterprises to compete for. On February 7, Wanfeng Aowei (002085) one-word daily limit, ** when the daily limit board closed orders reached 110,000 hands, and has now recorded 2 consecutive daily limits, becoming the leader of the flying car concept. Other flying car concept stocks with top gainers include Antai Technology (000969), Tianyi Shangjia (688033), Jinbo Shares, Beimo Hi-Tech, Haite High-tech (002023), etc.
On the news side, on the evening of February 5, Wanfeng Aowei announced that its subsidiary Wanfeng Aircraft signed a "Memorandum of Understanding on the Establishment of a Joint Venture Company" with its strategic partners, and the two sides intend to jointly establish a joint venture company based on years of long-term in-depth detailed discussions, and will carry out in-depth cooperation in the field of electric vertical take-off and landing aircraft (EVTOL). The strategic partner is the head office of a well-known automobile OEM in China.
Flying cars. Gradually "flying" into reality.
According to the research report of the institution, flying cars generally refer to electric vertical take-off and landing aircraft, which has the advantage of not requiring an ultra-long runway, and can directly use the first field or any vertical take-off and landing field, with high flexibility, and can be driven remotely or automatically, and the operation is easy.
In the past two years, flying cars have become a "battleground" in the field of new transportation after new energy vehicles, and have been highly sought after by global capital. At present, many domestic and foreign manufacturers are competing to lay out this outlet, and evtol projects have sprung up. Among them, there are not only eVTOL-focused startups such as Jopy, but also traditional aviation giants represented by Boeing and Airbus, and a number of car companies such as Porsche, Geely, and Xpeng have left the market.
At the ** Economic Work Conference in December 2023, the state clearly identified the "low-altitude economy" as a strategic emerging industry. As an important part of the low-altitude economy, flying cars are gradually "flying" into reality.
According to the report by Roland Berger Strategy Consultants, nearly 100,000 flying cars will be used worldwide by 2050 for air** car rentals, airport shuttles and intercity flights. Morgan Stanley also **, by 2050, the global market size of flying cars will reach 9 trillion US dollars, of which China's potential market size will reach 2$1 trillion.
Industrialization of flying cars.
A tipping point has been reached.
Huafu ** said that the low-altitude economy is poised to take off, and the industrialization of flying cars has ushered in a critical point. The flying car industry chain includes servos, flight control systems, sensors, navigation solutions, batteries, power systems and other links. The downstream is mainly used in emergency rescue, freight logistics, scenic sightseeing, urban transportation and other scenarios, and the trillion market can be expected in the future.
*According to the statistics of Times and Databao, there are currently more than 20 companies directly or indirectly deployed in the field of flying cars. The company focuses on the R&D and manufacturing of manned EVTOL, and the prototype is being tested before the first flight as planned, and will be selected for the first flight in the near future.
Sunward Star Airlines, a company in which Sunward is a shareholder, participated in the development of Volkswagen's first flying car prototype, and the vertical take-off and landing manned aircraft it participated in the research and development of two technical routes: electric and gasoline.
ACCEL, a subsidiary of Haite High-tech, has established cooperative relations with major EVTOL manufacturers, and the company has successfully developed and delivered the first EVTOL simulator in China.
Antai Composites, in which Antai Technology is a shareholder, provides EVTOL composite fuselage structure manufacturing and assembly for related enterprises.
CITIC Haizhi has been studying the feasibility of electric aircraft operation in multiple scenarios, and has participated in the formulation of standards for EVTOL take-off and landing field construction technical groups.
Institutions are bullish.
8 concept stocks with growth potential.
Judging from the performance of the secondary market, as of February 7, the average number of flying car concept stocks this year is 2114%。Wanfeng Aowei, Sen Kirin and Guangwei Composites (300699) are all **, with an increase of .14%。
After a sharp adjustment since the beginning of the year, the valuation level of many flying car concept stocks has declined. According to data treasure statistics, as of February 7**, the rolling price-earnings ratio of 7 shares, including Wolong Electric Drive (600580), CATL (300750), Wanfeng Aowei, Jinbo Shares, and Changyuan Donggu, was less than 20 times.
From the perspective of future growth potential, according to the consensus of more than 5 institutions, the net profit growth rate of 8 concept stocks is expected to reach more than 20% this year and next year. These 8** recent transactions have tended to be active, and the average daily turnover has increased by more than 20% month-on-month since February, among which Funeng Technology, Guangwei Composites, and Zhongzhi (600038) ranked among the top three in terms of average daily turnover month-on-month, reaching63%。
Compared with the latest **price and the institutional target** price, the largest space is Tianyi Shangjia, reaching 15023%。According to the research report, Tianyi Shangjia has extended the carbon anode sagger based on carbon-based platform technology to realize the replacement of graphite sagger, and has supplied it to many customers. The company's short-term business inflection point is approaching, the medium-term advantages in various fields are outstanding, and the long-term development is expected based on the carbon-based composite material platform.