Innovative Aerospace Summit: EHang Targeting Pilotless eVTOL at Scale

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Innovative Aerospace Summit: EHang Targeting Pilotless eVTOL at Scale

USA | Aerospace & Defense Electronics EquityJuneResearch12, 2026

Innovative Aerospace Summit: EHang Targeting

Pilotless eVTOL at Scale

We hosted Conor Yang, CFO of EHang, at our 4th Annual Jefferies Innovative

Aerospace Summit. Key takes include: 1) EHang is focused on autonomous,

pilotless eVTOLs; 2) EH216 has all certifications needed for commercialization;

3) China low-altitude economy could reach RMB 2 trillion by 2030; 4) capacity is

~1,000 units annually; and 5) Thailand commercial flights are targeted before

year-end, with Southeast Asia expected to follow thereafter.

EHang Background. EHang is a China-based advanced air mobility technology company building

an autonomous air mobility ecosystem, not just aircraft. The flagship EH216 is a two-seat,

autonomous passenger-carrying eVTOL with a compact 6x6 meter footprint, 620 kg total weight

with two passengers, and an overseas selling price of ~$410k. The portfolio also includes the VT35

long-haul model, logistics and emergency rescue applications, software, command and control,

fleet management, and operating infrastructure.

Pilotless Strategy Drives Differentiation. EHang’s core differentiator is its pilotless operating

model, which has been part of the strategy from day one. Among eVTOL companies applying

for type certification, EHang is positioned as the only company with a pilotless operation, which

could lower operating cost, improve scalability, and support a broader transportation network. The

compact, lightweight aircraft design is also intended to reduce infrastructure requirements and

accelerate practical deployment in urban air environments.

Certification Supports Commercial Readiness. The EH216 obtained its Type Certificate in October