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EHang States No Impact on Operations from Recent U.S.–China Tariff Actions

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EHang Holdings (Nasdaq: EH), a leading Urban Air Mobility technology platform company, has announced that recent U.S.-China tariff developments will not materially impact its operations. The company clarified that it neither exports autonomous aerial vehicles (AAVs) to the U.S. market nor relies on U.S.-origin components in its manufacturing processes.

Key points from the announcement include:

  • 95% of EHang's 2024 revenues were generated from the Chinese market
  • The company maintains a secure and independent supply chain
  • No U.S.-restricted semiconductors, aerospace components, or controlled technologies are used
  • Operations focus on UAM solutions in the Chinese market with expanding presence across Asia and Europe

EHang Holdings (Nasdaq: EH), una delle principali aziende nel settore della tecnologia della Mobilità Aerea Urbana, ha annunciato che i recenti sviluppi tariffari tra Stati Uniti e Cina non influenzeranno in modo significativo le sue operazioni. L'azienda ha chiarito che non esporta veicoli aerei autonomi (AAV) nel mercato statunitense né si affida a componenti di origine statunitense nei suoi processi di produzione.

I punti chiave dell'annuncio includono:

  • Il 95% delle entrate di EHang nel 2024 proviene dal mercato cinese
  • L'azienda mantiene una catena di fornitura sicura e indipendente
  • Non vengono utilizzati semiconduttori, componenti aerospaziali o tecnologie controllate soggette a restrizioni statunitensi
  • Le operazioni si concentrano su soluzioni di UAM nel mercato cinese, con una presenza in espansione in Asia e Europa

EHang Holdings (Nasdaq: EH), una de las principales empresas de tecnología en la Movilidad Aérea Urbana, ha anunciado que los recientes desarrollos arancelarios entre EE. UU. y China no afectarán materialmente sus operaciones. La compañía aclaró que no exporta vehículos aéreos autónomos (AAV) al mercado estadounidense ni depende de componentes de origen estadounidense en sus procesos de fabricación.

Los puntos clave del anuncio incluyen:

  • El 95% de los ingresos de EHang en 2024 se generaron en el mercado chino
  • La empresa mantiene una cadena de suministro segura e independiente
  • No se utilizan semiconductores, componentes aeroespaciales ni tecnologías controladas restringidas por EE. UU.
  • Las operaciones se centran en soluciones de UAM en el mercado chino, con una presencia en expansión en Asia y Europa

EHang Holdings (Nasdaq: EH), 도시 항공 이동성 기술 플랫폼의 선두주자인 이 회사는 최근 미국-중국 관세 개발이 운영에 실질적인 영향을 미치지 않을 것이라고 발표했습니다. 이 회사는 자율 항공기(AAV)를 미국 시장에 수출하지 않으며, 제조 과정에서 미국산 부품에 의존하지 않는다고 설명했습니다.

발표의 주요 내용은 다음과 같습니다:

  • EHang의 2024년 수익의 95%가 중국 시장에서 발생했습니다
  • 회사는 안전하고 독립적인 공급망을 유지합니다
  • 미국에서 제한된 반도체, 항공우주 부품 또는 제어 기술은 사용되지 않습니다
  • 운영은 중국 시장의 UAM 솔루션에 집중하며, 아시아와 유럽 전역에서의 존재감을 확장하고 있습니다

EHang Holdings (Nasdaq: EH), une entreprise leader dans le domaine de la technologie de Mobilité Aérienne Urbaine, a annoncé que les récents développements tarifaires entre les États-Unis et la Chine n'auront pas d'impact significatif sur ses opérations. L'entreprise a précisé qu'elle n'exporte pas de véhicules aériens autonomes (AAV) vers le marché américain et qu'elle ne dépend pas de composants d'origine américaine dans ses processus de fabrication.

Les points clés de l'annonce incluent :

  • 95 % des revenus d'EHang en 2024 proviennent du marché chinois
  • L'entreprise maintient une chaîne d'approvisionnement sécurisée et indépendante
  • Aucun semi-conducteur, composant aérospatial ou technologie contrôlée soumis à des restrictions américaines n'est utilisé
  • Les opérations se concentrent sur des solutions UAM sur le marché chinois, avec une présence en expansion en Asie et en Europe

EHang Holdings (Nasdaq: EH), ein führendes Unternehmen der Urban Air Mobility-Technologieplattform, hat angekündigt, dass die aktuellen Zollentwicklungen zwischen den USA und China keine wesentlichen Auswirkungen auf seine Geschäfte haben werden. Das Unternehmen stellte klar, dass es keine autonomen Luftfahrzeuge (AAVs) auf den US-Markt exportiert und auch nicht auf US-amerikanische Komponenten in seinen Produktionsprozessen angewiesen ist.

Wichtige Punkte aus der Ankündigung sind:

  • 95% der Einnahmen von EHang im Jahr 2024 stammen aus dem chinesischen Markt
  • Das Unternehmen verfügt über eine sichere und unabhängige Lieferkette
  • Es werden keine in den USA eingeschränkten Halbleiter, Luft- und Raumfahrtkomponenten oder kontrollierte Technologien verwendet
  • Die Aktivitäten konzentrieren sich auf UAM-Lösungen im chinesischen Markt mit einer wachsenden Präsenz in Asien und Europa
Positive
  • 95% revenue concentration in Chinese market insulates from U.S.-China trade tensions
  • Independent supply chain with no reliance on U.S. components reduces operational risks
  • Established presence in multiple international markets (Asia and Europe)
Negative
  • High dependency on single market (China) poses concentration risk
  • market diversification with no U.S. market presence

Insights

EHang's statement serves primarily as a market reassurance measure amid trading volatility triggered by U.S.-China tariff tensions. The company's clarification that tariff developments won't materially impact operations is backed by several structural advantages in their business model:

The company generates 95% of revenues domestically within China, creating natural insulation from U.S. trade policies. Their supply chain appears deliberately structured to avoid U.S. dependencies - they don't use U.S.-restricted semiconductors or aerospace components in manufacturing.

This independence represents both a strength and limitation. While EHang avoids direct tariff exposure, it also signals effective non-participation in the U.S. market, potentially constraining one growth avenue. Their strategy emphasizes geographic diversification across Asia and Europe rather than North America.

From an investor perspective, this statement addresses immediate operational concerns but leaves strategic questions. Their Nasdaq listing creates an interesting dichotomy - operationally insulated from U.S.-China tensions while still connected to U.S. capital markets where sentiment around Chinese companies can impact valuations regardless of tariff exposure.

The high revenue concentration in China (95%) offers near-term stability but represents a geographic concentration risk that their international expansion strategy must address long-term. This defensive statement confirms business continuity rather than announcing new growth catalysts.

GUANGZHOU, China, April 04, 2025 (GLOBE NEWSWIRE) -- EHang Holdings Limited (“EHang” or the “Company”) (Nasdaq: EH), the world’s leading Urban Air Mobility (“UAM”) technology platform company, stated today that recent tariff developments between China and the United States are not expected to have any material impact on the Company’s operations.

Recent U.S. tariff adjustments on certain Chinese goods have triggered global market volatility, and EHang has experienced short-term share price fluctuations driven by market sentiment. In response, the Company hereby clarifies the following:

Recent tariff measures announced by both governments are not expected to have any material impact on EHang’s operations. The Company does not currently export its autonomous aerial vehicles (AAVs) or related products to the U.S. market, nor does it rely on U.S.-origin components in its manufacturing processes. We do not use U.S.-restricted semiconductors, aerospace components, or other controlled technologies. Our supply chain remains secure and independent, ensuring no operational disruption due to trade policy changes.

In 2024, EHang generated 95% of its revenues from the Chinese market, and its core business is focused on UAM solutions in the Chinese market. At present, the Company does not export products to the U.S. market, and therefore the recent tariff adjustments have no impact on existing revenue streams. With localized production capabilities and a growing international presence across Asia, Europe, and other markets, EHang remains well-positioned to maintain business continuity and pursue long-term growth. The Company will continue to closely monitor international trade dynamics and adapt proactively, while remaining committed to delivering innovative, safe, and sustainable UAM solutions worldwide.

About EHang

EHang (Nasdaq: EH) is the world’s leading urban air mobility (“UAM”) technology platform company. Our mission is to enable safe, autonomous, and eco–friendly air mobility accessible to everyone. EHang provides customers in various industries with unmanned aerial vehicle ("UAV") systems and solutions: air mobility (including human transportation and logistics), smart city management, and aerial media solutions. EHang's EH216-S has obtained the world's first type certificate (“TC”), production certificate (“PC”) and standard airworthiness certificate (“AC”) for pilotless human-carrying electric vertical takeoff and landing (“eVTOL”) aircraft by the Civil Aviation Administration of China (“CAAC”). In 2025, EH216-S eVTOL operators have been granted the first batch of Air Operator Certificates (“OC”) for civil human-carrying pilotless aerial vehicles by the CAAC. As a pioneer in UAV technologies and commercial solutions in the global UAM industry, EHang is committed to make autonomous flight a part of everyday life - delivering the transformative benefits of urban air mobility to smart cities and communities around the world. For more information, please visit www.ehang.com.

Safe Harbor Statement

This press release contains statements that may constitute “forward-looking” statements pursuant to the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “aims,” “future,” “intends,” “plans,” “believes,” “estimates,” “likely to” and similar statements. Statements that are not historical facts, including statements about management’s beliefs and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to those relating to certifications, our expectations regarding demand for, and market acceptance of, our products and solutions and the commercialization of UAM services, our relationships with strategic partners, and current litigation and potential litigation involving us. Management has based these forward-looking statements on its current expectations, assumptions, estimates and projections. While they believe these expectations, assumptions, estimates and projections are reasonable, such forward-looking statements are only predictions and involve known and unknown risks and uncertainties, many of which are beyond management’s control. These statements involve risks and uncertainties that may cause EHang’s actual results, performance or achievements to differ materially from any future results, performance or achievements expressed or implied by these forward-looking statements.

Media Contact: pr@ehang.com

Investor Contact: ir@ehang.com


FAQ

How will the new U.S.-China tariffs affect EHang's (EH) business operations?

The new tariffs will have no material impact on EHang's operations as the company doesn't export to the U.S. or use U.S.-origin components.

What percentage of EHang's (EH) revenue comes from the Chinese market in 2024?

95% of EHang's revenue in 2024 was generated from the Chinese market.

Does EHang (EH) use any U.S.-restricted components in its manufacturing?

No, EHang does not use U.S.-restricted semiconductors, aerospace components, or controlled technologies.

Which international markets is EHang (EH) currently operating in?

EHang operates primarily in China and has a growing presence across Asia and Europe.
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