General Aviation
- 954.152
- +5.983+0.63%
The competition in the wind power industry has reached the component sector, and Tongyu Heavy Industry expects to incur losses in the peak season of Q4 last year. | Interpretations
On the evening of the 21st, Tongyu Heavy Industry announced that it expects a significant decline in performance of about 80% in 2024. According to the company's forecast data, there will be losses in the normally busy fourth quarter. The company stated that intensified competition in the wind power industry and falling product prices have greatly impacted its performance.
The State Council issued a document encouraging the creation of low-altitude flight tourism products, opening up a new Consumer scenario in the low-altitude economy.
The General Office of the State Council issued several measures on further cultivating new growth points to promote cultural and tourism Consumer, studying and formulating relevant management specifications for low-altitude flight tourism products, and encouraging the creation of diverse and differentiated low-altitude flight tourism products under the premise of ensuring safety.
The expectation of alumina production boosts the market for caustic soda, and the profitability of related listed companies is expected to improve | Industry Dynamics.
① Driven by expectations of downstream Aluminum oxide expansion, on January 7, the Futures Block Orders contract SH2505 for caustic soda reached a high of 3068 yuan/ton, refreshing a nearly one-year high during the trading session; ② Tangshan Sanyou Chemical Industries stated that, supported by the growth in demand for downstream Aluminum oxide and electrolytic Aluminum, caustic soda prices are expected to be running at a high level in 2025.
Increase equipment production capacity, China Aerospace Times Electronics plans to invest over 100 million yuan in the Drone project under construction. | Quick read announcement.
① China Aerospace Times Electronics intends to enhance the equipment production capacity for the Yanqing Drone project; ② This planned increase is over 100 million yuan.
After being imprisoned at 60 years old, Zhou Dehong plans to transfer jiangsu baoli international investment for the third time. Will Chizhou State-owned Assets successfully "take over"?
① The actual controller of jiangsu baoli international investment, Zhou Dehong, is planning to transfer the company's control to a fund invested by the Chizhou State-owned Assets Supervision and Administration Commission; ② Zhou Dehong was sentenced to prison in 2022 and has attempted to change the control of the company twice since last year, but both attempts have failed; ③ In recent years, Chizhou's state-owned capital has invested very little in A-shares, with the only listed company under its control being anhui jiuhuashan tourism development, which was transferred from the provincial state-owned assets last year.
china fortune land development's stock price opened today with a limit-down, after previously experiencing a "nine consecutive trading days of limit up" trend.
①Recently, the stock price trend of China Fortune Land Development (600340.SH) has been quite glamorous, but it hit the limit down today. ②Prior to this, the stock price of China Fortune Land Development continued to rise, and it issued multiple announcements on abnormal fluctuations in stock trading and serious risks.
The Ministry of Industry and Information Technology proposes moderately forward-looking layout of hydrogen storage technology, which is expected to inject new development momentum into the industry.
1. The Ministry of Industry and Information Technology has publicly solicited opinions on the action plan for the high-quality development of the new energy storage manufacturing industry (draft for soliciting opinions). The draft proposes to appropriately lay out hydrogen storage and other ultra-long-term energy storage technologies. 2. Huaan Securities pointed out that in the first half of the year, the progress of green hydrogen projects has been continuous. Looking ahead to the second half of the year, with the introduction of intensive green hydrogen support policies in many places, the demand for electrolysis cell bidding will double.
BeiZeng and Micro-Plate indexes hit record highs, with the csi 300 index and HongKong Technology Index falling, wisesoft co.,ltd. up 9%, black futures falling, offshore RMB dropping 700 points.
Lithium battery, flying autos, military industry, siasun robot&automation and other sectors led the gains; reits, insurance, banks, diversified finance and other sectors led the declines;
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.
The three major A-share indices collectively closed higher, with strong performance of brokerage stocks, wisesoft co.,ltd. hit the limit up for four consecutive days, while the Beixu 50 index plunged more than 1%.
In terms of A-shares, sectors such as diversified finance, photovoltaic equipment, and education led the gains; while sectors such as precious metals and non-metallic materials led the losses.
Accelerated repositioning? China Life Insurance has 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.
① China Life Insurance further reduced its shareholding in Zhejiang Wanfeng Auto Wheel by 1%, marking the fourth reduction this year with a cumulative reduction of 3%, accelerating the reduction in the third quarter. ② Zhejiang Wanfeng Auto Wheel's stock price has reached a historical high this year, with a year-to-date increase of 261.92%.
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 from October 18th to 20th at the Yangcheng International Esports Arena. ②Open Source Securities released research reports stating that the low-altitude economy is expected to see a vertical acceleration from the macro (national industrial planning) to the meso (local subsidies) and then to the micro (infrastructure bidding, application scenarios creation), recommending attention to the subsequent sector trends of the low-altitude economy.
The shortage of low-altitude economic employment talents may reach one million. Institutions suggest paying attention to the subsequent sector market.
Deputy Director Li Chunlin of the National Development and Reform Commission stated, "For example, the vigorous development of low-altitude economy has led to the emergence of a new job position - drone operator. According to relevant departments' calculations, the current employment gap for this position in China is as high as 1 million people."
Beijing Andawell Science & Technology Vice President Zhao Leino: Limited production quantity of eVTOL affects investment payback period | Cai interview
①Vice President Zhao Leino of Beijing Andawell Science & Technology mentioned that there are mainly two types of manufacturers providing support for the low-altitude economy. One type is the existing supporting manufacturers within the aviation industry chain, and the other is automotive industry peers expanding into the low-altitude economy sector; ②In the low-altitude economy sector, Beijing Andawell Science & Technology claims that its main advantage lies in possessing experience in airworthiness certification.
Avic Aviation High-Technology: The commercial engine composite materials field is a new business growth point for the company | Earnings conference
1. The commercial aircraft engine composite materials field may become the company's new business growth point; 2. The honeycomb product has been certified by Airbus and has achieved exports, and the current order volume is stable.
Tire semi-annual report inventory: strong demand, outstanding performance, continue to expand overseas market.
① Among the 9 listed companies in the tire industry, 8 companies have achieved growth in net income in the first half of this year due to strong market demand; ② Top companies in the industry, such as Sailun Group, Linglong Tyre, and Jiangsu General Science Technology, will continue to expand overseas production capacity in 2024 to meet the high overseas demand.
Aerospace Universal's net income in the first half of the year increased by 28.67% year-on-year. The drone industrial park is planned to be gradually put into production in October.
① In the first half of this year, Aerospace Huan Yu's revenue increased by 55.34% year-on-year, and net income increased by 28.67%. ② From the perspective of its product revenue structure, aviation and aerospace technology equipment revenue contributed the most, accounting for 67.71% of total revenue and a year-on-year increase of 20%. ③ Aerospace Huan Yu stated that its 132-acre drone industrial park project in Zigong, Sichuan is currently in the acceptance stage and is expected to gradually start production in October.
Apple is stepping up the development of household robots. The development of the robot industry is entering an accelerated period.
According to media reports, Apple's R&D team is intensively developing a household robot that combines iPads and robotic arms, with the project codenamed J595. The innovation aims to create a product that combines smart home control and video conferencing functions. Zhonghang Securities estimated that the accumulated demand for humanoid robots in 2030 is expected to reach about 2 million units, corresponding to a market space of about 570 billion yuan.
Were the funds raised in Super Aviation's IPO “misappropriated” by intermediaries? Two brokerage firms, Haitong and China Airlines, got tickets
I know there are tigers on the mountain, so I prefer to go to Tiger Mountain.