aero engine
- 1326.770
- -48.276-3.51%
Downstream demand adjustments affect profits. Aviation materials company plans to optimize product structure. Titanium alloy intermediate cases are already in mass production. | Earnings conference insights.
①Ye Zhongming introduced that the fastest growing business sector in the company is basic materials, will actively respond to changes in market demand, and ensure the completion of the annual operation tasks; ②Yang Hui stated that in the international aerospace field, the company's titanium alloy intermediate products such as casings have been mass-produced in the civil aviation field, generating revenue, with revenue exceeding 0.1 billion yuan in the first three quarters.
Specific subsidy plan released! Low-altitude sector expected to usher in a wave of orders.
The Ministry of Industry and Information Technology recently held the first plenary meeting of the leading group for the development of low-altitude industry, discussing and deploying the key tasks to promote high-quality development of the low-altitude industry. On the same day, the Shenzhen Transportation Bureau solicited opinions on the detailed rules for the implementation of "Several Measures to Support the High-quality Development of the Low-altitude Economy in Shenzhen". The draft for soliciting opinions proposes specific subsidy plans.
[Data Analysis] Chongqing Zonsen Power Machinery suffered from various funds selling off, while four first-tier private equity funds joined forces to compete for Shenzhen Infogem Technologies.
①Low-altitude economic concept stock chongqing zonsen power machinery was sold by institutions by over 60 million, sold by a retail investor seat by 0.136 billion, sold by algo seat by over 80 million. ②Fintech concept stock shenzhen infogem technologies was bought by four frontline retail investor seats, with each seat buying amount exceeding one hundred million yuan.
Acceleration of portfolio adjustment? China Life Insurance reduced its shareholding in zhejiang wanfeng auto wheel for the fourth time this year, having made two moves this month alone, with the latter's stock price rising over 260% this year.
①Evergrande Life further reduced its shareholding in Zhejiang Wanfeng Auto Wheel by 1%, marking the fourth shareholding reduction this year, totaling 3%. The shareholding reduction accelerated in the third quarter. ②Zhejiang Wanfeng Auto Wheel's stock price reached a historical high this year, with a gain of 261.92% from the beginning of the year to date.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Low-altitude economic industry landing accelerates, institutions suggest focusing on the subsequent sector market.
①According to media reports, the 2nd National Low-Altitude Economy (Suzhou) Industrial Innovation Expo will be held at the Yangcheng International Esports Arena from October 18th to 20th. ②Open Source Securities has released research reports stating that the low-altitude economy is expected to see vertical acceleration from the macro (national industry planning) to the meso (local subsidies) and then to the micro (infrastructure bidding, application scenario development), recommending to pay attention to the subsequent sector trends of the low-altitude economy.
Star Evening News | Xi'an Bright Laser Technologies plans to invest 1 billion yuan to build a material production line. Jiangsu Aidea Pharmaceutical has completed the acquisition of 31.161% equity of Nanda Pharmaceuticals.
1. Guangdong Jiayuan Technology signed the "Investment Intention Termination Agreement" with the Meixian District People's Government of Meizhou City; 2. Xi'an Bright Laser Technologies, opt machine vision tech co., ltd., NAIKE Equipment disclosed the repurchase plan; 3. Shanghai Allist Pharmaceuticals Co., Ltd.: AST2303 slice obtained the drug clinical trial approval notice.
[Data Analysis] Northbound capital reduces its holdings in several technology stocks while powerful institutional investors aggressively purchase Chongqing Zongshen Power Machinery, with a total investment exceeding one hundred million yuan.
Northbound funds sold net over 5 billion today, among which eoptolink technology inc., zhongji innolight, Luxshare Precision Industry and other technology stocks were sold net. Chongqing Zonsen Power Machinery, a popular low-altitude economic stock that hit the limit in the closing session, was bought by the Beijing Guangqumen Inner Street Business Department of China Securities Co., Ltd., with a share of 0.147 billion.
Star's first semi-annual report is released! Wuxi Hyatech's net profit increased by 97.76% year-on-year.
In the first half of the year, Wuxi Hyatech's revenue increased by 32.8% year-on-year, and net income increased by 97.76% year-on-year. The company's revenue is divided into business revenue of 0.312 billion yuan, accounting for 92.96% of the total revenue, higher than the 0.226 billion yuan in the same period last year; during the period, Wuxi Hyatech successfully developed new products for customers' other engine models, and in the field of medical orthopedic implant forgings, it has joined the Xerox Heui and Johnson & Johnson global supplier list.
Star evening news | Wuxi Hyatech's net profit in the first half of the year increased by 97.76% YoY. Innotek's actual controller proposed to buy back shares with a range of 50 million yuan to 0.1 billion yuan.
(1) Peking has launched more than 71 large models in the first half of the year, accounting for over 40% of the country; (2) The first Esports Olympics will be held in Saudi Arabia in 2025; (3) Shenzhen Luye completed a strategic financing of 1.6 billion yuan.
German eVTOL giant landed in China's market, and it is expected to speed up the industrialization of low-altitude economy.
On June 10, Lilium, a well-known German electric vertical takeoff and landing (eVTOL) company, announced the establishment of Lilium Aviation (Shenzhen) Co., Ltd. ('Lilium Aviation') in China, serving as its Asia-Pacific headquarters. As a representative of new productive forces, the development prospects of the low-altitude economy are broad, with a potential market size of trillions in the industry chain, according to Sinolink Securities.
The sharp change in asset impairment was questioned by the Shenzhen Stock Exchange! Is Shanhe Smart Finance “taking a big bath” or adjusting profits over time?
① Today, the Shenzhen Stock Exchange issued an inquiry letter for the 2023 annual report to Shanhe Intelligence, requesting the company to explain its operating performance, asset impairment, foreign assets and solvency. ② In response, Shanhe Intelligence said: This mainly requires the company to provide an additional explanation on accounting processing, and the company will respond as soon as possible.
The quarterly adjustment of the MSCI Index excludes 15 Hong Kong stocks. The effective date is scheduled for early June
① Which individual stocks will MSCI China adjust quarterly? ② How much impact does the MSCI Index have on the market?
The Beijing Low Altitude Economy and Industry Development Alliance was established, and the trillion-dollar low-altitude market is expected to gradually arrive
① The Beijing Fengtai District Low Altitude Economy Industry Innovation Conference was held on May 15. At the conference site, the establishment of the Beijing Low Altitude Economy and Industry Development Alliance was announced. ② Zheshang Securities pointed out that compared to the previous round of the low-altitude economy, there were major breakthroughs at various levels such as policy and industry. The industry is in the accelerated implementation stage, and the trillion dollar market is expected to gradually arrive.
Large domestic aircraft have entered the mass production and delivery stage, and the industrial chain has entered a golden period of development
① The agency pointed out that large domestic aircraft have entered the mass production and delivery stage, and are expected to enter a golden period of development from 1 to 100. ② According to estimates by Zheshang Securities, the total value of the domestic passenger aircraft market is estimated to be nearly 3 trillion yuan in 2021-2040, with a compound growth rate of over 20% and a market share of over 30%.
After 100 million yuan of stock holdings were reduced by 100 million yuan, the net assets fell to -420 million yuan, and can they get out of trouble after state-owned assets enter the market?
① Dalian Jinyun surpassed Dalian Wanda Group's shareholding and became the largest shareholder of Centennial Life; ② After this capital increase and share transfer, Centennial Life still had 17 shareholders, and the equity structure was scattered; ③ At the end of the first quarter of 2023, Centennial Life's net assets had fallen to -420 million yuan and was insolvent.
Concept News | Financial Federation adds “commercial aerospace” to the theme library
① From the mention of commercial space at the Central Economic Work Conference in 2023 to being included in the government work report in 2024, commercial space has ushered in new opportunities. ② List of commercial aerospace concept stocks.
Qiongguang Drone Logistics's first cross-sea flight ceremony was held, and logistics drones are expected to be the first launch scenario
① The first flight ceremony of Qiongyue drone public cargo logistics across the sea was held at Wenchang International Space City on April 24. ② Yin Shenglu of Open Source Securities believes that in 2024, benefiting from the opening of low-altitude airspace for drones, accelerated airworthiness approval for medium and large drones, local government subsidies, and successful business models, logistics drones are expected to become the first large-scale scenario in the low-altitude economy.
Last year's net profit slightly exceeded market expectations Wan Feng Aowei: Continuing to promote the rapid implementation and commercialization of eVTOL cooperation projects
① According to several brokerage firm research reports, Wanfeng Aowei's performance slightly exceeded market expectations. Previously, brokerage firms generally expected the company's net profit last year to be around 710 million yuan; ② the company accrued asset impairment reserves totaling 332 million yuan in 2023; ③ The company achieved net profit of 227 million yuan in the first quarter of this year, an increase of 1.25% over the previous year.
[Looking at the data] Northbound capital has greatly increased its positions in financial stock institutions, and the floating capital game Wanfeng Aowei
① Ping An of China received net purchases of more than 500 million dollars from northbound capital, and China Merchants Bank and Agricultural Bank all received net purchases of more than 200 million yuan. ② Wanfeng Aowei was sold for 179 million yuan by two institutions and purchased by two first-tier tourist seats. Among them, the Xi'an Suzque Street Sales Department of CITIC Securities bought a net share of 135 million yuan.