Regions are 'gobbling up' the low-altitude economy, and the Industry is expected to welcome a period of rapid development.
① The first meeting of the Jiangsu Province Global Strategy XINXINGCHANYE Mother Fund for Spring 2025 was successfully held on the 12th, with the signing of the Jiangsu Wuxi Low-altitude Economy and Aerospace Industry Special Mother Fund (tentative name) with a scale of 2 billion yuan. ② According to data from the Civil Aviation Administration of China, by 2025, the market size of China's low-altitude economy is expected to reach 1.5 trillion yuan, and by 2035, it is expected to reach 3.5 trillion yuan, with the low-altitude economy poised for a rapid development period.
Recently, the Siasun Robot&Automation Industry Chain has been continuously catalyzed, and Institutions remain Bullish on Sector investment opportunities.
① According to media reports, recently, Professor Gong Wei, a member of the Provincial Political Consultative Conference and Vice President of Wuhan University, introduced to reporters that the Tianwen project is moving from the laboratory to the production line, with plans for mass production in 2025. ② Cui Yan from Minsheng Securities analyzed that the technology of humanoid robots is evolving rapidly, with the industrial trend continuously strengthening, and the long-term potential consistently expanding, remaining bullish on investment opportunities in the humanoid robot sector.
High concentration of clients and delays in demand planning adjustments. China Spacesat expects net profit to decrease by about 80% in 2024 | Interpretations
① China Spacesat's performance in 2024 is under pressure, with a net income expected to decrease by about 80% year-on-year; ② mainly affected by factors such as high customer concentration and delays in demand planning adjustments.
【Data Watch】The trading volume of multiple cross-border ETFs has increased significantly again, with five Institutions teaming up to sell off Guizhou Space Appliance.
① Multiple cross-border ETFs surged again today with a significant increase in trading volume, among which the Asia-Pacific Select ETF (159687) increased by 254% compared to yesterday's trading volume. ② The Defense stock Guizhou Space Appliance, which was on a trading halt, was a total Sell of 0.238 billion by five Institutions.
Two companies have new developments: Changchun Up Optotech and Lingyun Guang's subsidiary Changguang Chenxin's IPO has been terminated. Sizhirui has updated the submission of financial materials | Star IPO Weekly Report.
① Changchun Up Optotech and Lingyun Optical are both publicly listed companies that hold more than 5% of the shares in Changguang Chinchip, with Changchun Up Optotech holding a share of 25.56%; Lingyun Optical holds 10.22%. ② The domestic surgical robot manufacturer Siasun Robot&Automation is a company that is listed under the fifth set of standards on the Star, with its core product being the "Kangduo" surgical endoscopic robot.
Aerosun Corporation, which had six consecutive limit-up days, is expected to report a loss of 0.4 billion, potentially marking the largest annual loss since its listing | Quick read of the announcement.
① Aerosun Corporation has accumulated a net income of approximately 0.4 billion yuan over the last 13 years, and may incur losses in 2024; ② this would set a record for the largest annual loss since the company went public; ③ last year, Aerosun Corporation experienced a continuous rise in stock prices due to the commercial spaceflight concept.