Ronnen Zhou's questions to EHang Holdings (EH) leadership • Q2 2025
Question
Ronnen Zhou from Citigroup asked if the downward revision of revenue guidance would affect the planned expansion of the Yunfu production base to a capacity of 1,000 units per year. He also inquired if this would lead to any changes in the 2025 CapEx guidance.
Answer
CFO Connor Yang confirmed that the Yunfu production base expansion to 1,000 units annually will proceed as planned to ensure capacity for future demand and diverse models like the VT-35 and firefighting aircraft. He also stated that the full-year 2025 CapEx guidance remains unchanged at US$14 million.