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$EH will develop a DISTRIBUTION model to expand its market reach. Will strengthen ehang's moat when competition increases after 2027+. While ehang will likely develop themselves UAM scenarios through JVs, distribution will be key to tap into the 15k tourist spots in China.

$EH My take on the ER: 🟢 Production expansion to 1,000 (only in Yunfu) with 3/4 more factories in the pipe 🟢 700 cities mentioned as UAM potential 🟢 VT35 release and OC soon🚀 🔴 Guidance: no Q1 and ~430 deliveries in '25, imo they are underpromising and will overdeliver