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Chinese eVTOL developer EHang has assured stakeholders that the growing US-China tariff battle has not substantially affected its operations.
EHang Holdings Limited, a global leader in Urban Air Mobility (UAM) technology, recently addressed concerns about the impact of new tariff policies between China and the United States.
The company assured stakeholders that these trade developments will not significantly affect its operations.
Despite recent market turbulence caused by U.S. tariff adjustments on certain Chinese goods, EHang’s business model and supply chain remain resilient.
Tariff Adjustments and Market Response
The U.S. recently introduced tariff changes targeting specific imports from China, sparking volatility in global markets.
This shift has led to short-term fluctuations in EHang’s share price, driven largely by investor sentiment rather than operational challenges.
To ease concerns, EHang clarified its position, emphasizing that its day-to-day activities and long-term goals remain on track.
No Material Impact on EHang Operations
EHang’s leadership confirmed that the tariff measures announced by both the U.S. and Chinese governments are unlikely to disrupt the company’s operations.
Relevantly, EHang does not currently sell its autonomous aerial vehicles (AAVs) or related products in the U.S. market.
Additionally, the company’s manufacturing process steers clear of U.S.-origin components, including restricted semiconductors, aerospace parts, or other controlled technologies.
With a secure and independent supply chain, EHang is well-protected from trade policy shifts.
A Strong Focus on China and Beyond
In 2024, EHang earned 95% of its revenue from China, where it dominates the UAM sector. The company’s core offerings range from air mobility to smart city solutions. They cater primarily to Chinese customers.
Since EHang does not export to the U.S., the recent tariffs have no bearing on its current income streams. Beyond China, EHang is expanding its footprint in Asia, Europe, and other regions, relying on localized production to support this growth.
This strategic approach ensures the company can adapt to global trade dynamics while pursuing its ambitious vision.
About EHang Holdings
EHang remains focused on delivering cutting-edge, safe, and sustainable UAM solutions worldwide. The company actively monitors international trade trends and is prepared to adjust its strategies as needed. With a robust foundation and a clear roadmap, EHang is confident in its ability to maintain business continuity and achieve long-term success.
Founded as a pioneer in the UAM industry, EHang provides unmanned aerial vehicle (UAV) systems and solutions to clients across multiple sectors. Its offerings include air mobility for human transportation and logistics, smart city management tools, and aerial media services.
The company’s flagship EH216-S, a pilotless electric vertical takeoff and landing (eVTOL) aircraft, made history by securing the world’s first type certificate, production certificate, and standard airworthiness certificate from the Civil Aviation Administration of China (CAAC).
In 2025, operators of the EH216-S received the first Air Operator Certificates for civil human-carrying pilotless aerial vehicles, marking a milestone in aviation.
Looking Ahead
EHang’s ability to navigate tariff-related concerns showcases its operational strength and forward-thinking mindset.
The company clearly remains focused on its strengths: innovation, independence, and a solid market presence. In a time of international turmoil, EHang continues to move ahead in transforming urban air mobility for the future.
