Twelve departments issued the "5G Large-scale Application 'Set Sail' Action Upgrade Plan," and the industry chain is expected to welcome new opportunities.
① The Ministry of Industry and Information Technology and eleven other departments issued the "5G Scale Application 'Set Sail' Action Upgrade Plan," aiming to fully achieve 5G scale application by the end of 2027. ② Galaxy Securities believes that the attention on 5.5G is gradually increasing, and new application scenarios are driving the industry chain for base stations, with key components such as antennas, filters, power amplifiers, and PCBs expected to embrace new opportunities.
[Data Viewing] The IM futures index shorts significantly reduced their positions, and four speculative trading seats cooperated to trade hytera communications corporation.
① The four major block orders futures contracts have significantly reduced short positions, with the number of shorts in the IM contract decreasing much more than that of longs. ② Data from the stock trading list shows that the high-interest stocks hytera communications corporation have their first to fourth buy positions being speculative funds trading back and forth, and the trading amounts exceed one hundred million yuan.
The International Low Altitude Economic Development Conference is about to be held. Institutions suggest paying attention to the subsequent sector market trends.
The 2024 China (Xi'an) International Low Altitude Economic Development Conference will be held from November 22 to 24 at the Xi'an International Convention and Exhibition Center. Open Source Securities' Yin Shenglu stated that the low altitude economy has already experienced a vertical implementation from macro (national level industry planning) to meso (local subsidies) and then to micro (infrastructure mainframe bidding, application scenario creation), suggesting to pay attention to the subsequent sector market of the low altitude economy.
[Data Observation] The activity of institutions continues to decline as two algo positions join forces to buy china satellite communications at a low price.
① Since the beginning of this week, the activity of institutions on the dragon and tiger list has continued to decline, with the number and amount of stocks bought both decreasing. ② The stocks of china satellite communications that hit the daily limit have been bought by two algo funds, with a total purchase amount exceeding 0.12 billion.
Xiaomi's 'end-to-end' smart driving will start internal testing at the end of November, accelerating the development of domestic smart driving.
Lei Jun, Chairman of Xiaomi Group, stated on the 29th that on October 30th, Xiaomi autos' nationwide accessible city navigation will start full-scale push, while Xiaomi's end-to-end +VLM visual language large model smart driving will achieve "parking spot to parking spot", targeted internal testing invitations by the end of November, and pioneer version push by the end of December.
Observations from china spacesat Application Conference: Industry chain gathers from upstream to downstream, attracting attention to satellite internet security solutions.
①Financial Union journalists were on site to directly observe the forum and accompanying exhibition, understanding the development trends of the satellite industry; ②Orders have noticeably increased compared to last year, with satellite internet security solutions attracting attention.