$Ehang Holdings Ltd(EH)$For me this self driving drone do not make sense.
1-Technology : Anyone who owns a toy drone understand that even the best one in the market (I.e: DJI Parrot) have challenges with their batteries life of maximum 30min. Now add another 500Kg and human inside. what will be the maximum carry time 5min ? so you take off and land will take 5 min.
2- from authority perspective: to certified self driving car (achivieng L3-4) takes years if not decennies. Now we are talking about air traffic control, what is the odd and timeline that it will be certified before their cash burnout.
3- Buisness model : If their income is mainly from drone show, then DJI could crash them easily.
4- Competitors : Let's say that by miracle , authority allows Self driving drone , eHang will be facing traditional competition like ELECOPTER, Private jet , newcomers like : EVtol(back by Airbus), Airbus, Safran , Boeing etc... all have more than 50 years of experience in general and commercial aviation. what is the odd that 6-year startup like eHang achieving certification while China have not yet certified one single flight machine.
Conclusions : the perfect Shorting Opportunity after 50% surge at 60$
精彩评论
我是做汽车标准、法规和认证准入的,虽然不是航空产业出身,但深知政府监管在安全问题上的严酷程度。尤其是商用航空领域,航空认证应该是所有行业里成本费用周期最大的一个。汽车的碰撞法规决定了整车企业至少要花上亿级别的费用在安全性的开发设计、验证整改优化和认证上,时间至少三年。客机在安全认证上的投入我觉得乘个10-100。