The military sector continued to adjust in the afternoon. Guangha Communications fell more than 10%, Guangzhou Union Airlines and Andavia fell more than 8%, and more than 10 stocks including Lihang Technology, Aviation New Technology, Stone Refining Airli
The military sector continued to adjust in the afternoon. Guangha Communications fell more than 10%, Guangzhou Union Airlines and Andavia fell more than 8%, and more than 10 stocks including Lihang Technology, Aviation New Technology, Stone Refining Airlines, and Aleda fell more than 5%.
The flying car sector continued to decline in the afternoon. Huami New Materials and Shangluo Electronics all fell by nearly 10%, CITIC Haizhi and Guanglian Airlines all fell by more than 9%, and Shuangyi Technology and Construction New Materials all fell
The flying car sector continued to decline in the afternoon. Huami New Materials and Shangluo Electronics all fell by nearly 10%, CITIC Haizhi and Guanglian Airlines all fell by more than 9%, and Shuangyi Technology and Construction New Materials all fell by more than 8%, followed by Wanfeng Aowei and others.
Express News | New breakthroughs in commercial aerospace, trillion-dollar market beckons, and major potential stocks come to light
Guanglian Bonds Transfer: The resale declaration period is from May 24 to May 30, and share conversion will be suspended during this period
Guanglian Aviation Industry Co., Ltd. announced that the additional resale clause for “Guanglian Bonds” is in effect. The resale filing period is from May 24, 2024 to May 30, 2024. The resale price is 100.086 yuan/sheet (including interest and tax), and the investor's resale funds will arrive on June 6, 2024. The conversion of the company's convertible bonds will be suspended during the resale declaration period. The suspension period is five trading days, that is, from May 24, 2024 to May 30, 2024, and stock conversion will resume from May 31, 2024.
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.
Broadlink Bonds Transfer: Holders' Meeting Bill Reviewed and Passed
Guanglian Aviation Industry Co., Ltd. announced that the “Guanglian Bonds Transfer” bondholders' meeting was held on May 15, 2024 to review and pass the “Proposal on Adding Implementing Entities and Implementation Sites for Some Fund-raising Projects and Using the Raised Funds to Pay Investments and Provide Loans to Wholly-owned Subsidiaries and Holding Company to Implement the Fund-raising Project”.
The defense and military sector continued to strengthen. Andaville rose more than 10%, new aviation technology rose more than 9%, and Shanghai Hanxun, Guanglian Airlines, Tianhe Defense, etc. followed suit.
The defense and military sector continued to strengthen. Andaville rose more than 10%, new aviation technology rose more than 9%, and Shanghai Hanxun, Guanglian Airlines, Tianhe Defense, etc. followed suit.
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%.
Guangzhou Union Airlines (300900.SZ): No arrangements to develop a complete flying vehicle
Gelonghui, May 10 | Guanglian Airlines (300900.SZ) said on the investor interactive platform that the company has now entered into business cooperation with many manufacturers and has undertaken the development of structural products from some manufacturers. The company has no plans to develop a complete flying car.
Guangzhou Union Airlines (300900.SZ): As a COMAC supplier in China, it has continued to participate in C919 and C929 R&D and manufacturing missions in recent years
Gelonghui, May 10 | Guanglian Airlines (300900.SZ) said on the investor interactive platform that the company has continued to participate in C919 and C929 R&D and manufacturing tasks in recent years as a supplier to COMAC. The company is a tooling supplier and parts supplier for the C919 aircraft, providing it with various types of composite molding tooling and some metal structural parts, such as long girders, frames, beams, reinforcements, etc. The company continues to keep up with customer needs, continuously improve the level of business capabilities, and contribute more to the development of large domestic aircraft manufacturing. For relevant information, please pay attention to the company's regular reports and related announcements.
Commercial aerospace concept stocks rallied in the afternoon. Chaojie shares rose and stopped 20CM, Shanghai Shanghai Industrial and Nanjing Panda, Tianyin Mechatronics rose more than 10%, and Aerospace Hongtu, Mengsheng Electronics, Aerospace Huanyu, Gua
Commercial aerospace concept stocks rallied in the afternoon. Chaojie shares rose and stopped 20CM, Shanghai Shanghai Industrial and Nanjing Panda, Tianyin Mechatronics rose more than 10%, and Aerospace Hongtu, Mengsheng Electronics, Aerospace Huanyu, Guanglian Airlines, and Aerospace Wei rose more than 5%.
The concept of low-altitude economy was partially restored. Guanglian Airlines rose by more than 13%, and Jianxin Co., Ltd., Nanwang Technology, and Zongheng Co., Ltd. quickly followed suit.
The concept of low-altitude economy was partially restored. Guanglian Airlines rose by more than 13%, and Jianxin Co., Ltd., Nanwang Technology, and Zongheng Co., Ltd. quickly followed suit.
Guangzhou Union Airlines (300900): Revenue increased steadily in 23 years, and the signing of drone contracts continued to break through
The company's revenue increased steadily in '23, and orders rose steadily in 24Q1. The company's 22/23/24Q1 revenue was 6.64/7.40/224 million yuan, +179.55% /+11.50 compared to the same period last year
Express News | Guangzhou Union Airlines: At present, it has undertaken preliminary research missions for more than 10 drone models with different take-off weights
Express News | Guangzhou Union Airlines: Currently undertaking the development of structural parts for flying vehicles and other aircraft from some manufacturers
The flying car sector continued to decline, with CITIC Sea falling directly to a standstill. Shuangyi Technology fell more than 9%, Jianxin Co., Ltd. and Wanfeng Aowei fell more than 8%, and Wolong Electric Drive and Guangzhou Union Airlines followed suit
The flying car sector continued to decline, with CITIC Sea falling directly to a standstill. Shuangyi Technology fell more than 9%, Jianxin Co., Ltd. and Wanfeng Aowei fell more than 8%, and Wolong Electric Drive and Guangzhou Union Airlines followed suit.
The A-share low-altitude economy concept took a sharp dive. Guangha Communications fell more than 8%, and Wanfeng Aowei, Guanglian Airlines, Jindun Co., Ltd., and Suzhou Jiaotong Technology plummeted in the short term.
The A-share low-altitude economy concept took a sharp dive. Guangha Communications fell more than 8%, and Wanfeng Aowei, Guanglian Airlines, Jindun Co., Ltd., and Suzhou Jiaotong Technology plummeted in the short term.
Minsheng Securities released a research report on April 25 stating that it maintains the recommended rating of Guangzhou Union Airlines (300900.SZ). The main reasons for the rating include: 1) multiple factors such as changes in revenue structure and pric
Minsheng Securities released a research report on April 25 stating that it maintains the recommended rating of Guangzhou Union Airlines (300900.SZ). The main reasons for the rating include: 1) multiple factors such as changes in revenue structure and price adjustments affecting gross margin levels; 2) R&D investment increased 26% year-on-year in 2023 to strengthen the layout of large aircraft, drones, eVTOLs, etc.; 3) net cash flow from operating activities increased 62% year on year in 2023; and emphasis on building a low-altitude economic business ecosystem. (Mainichi Keizai Shimbun)
Guangzhou Union Airlines (300900): Tooling business revenue reached a record high, the layout of the low-altitude economy opens up new space
The company released the “2023 Annual Report” and the “2024 First Quarter Report”. In '23, we achieved revenue of 740 million yuan, an increase of 11.50% year on year; realized net profit of 105 million yuan, a year-on-year decrease of 30 million yuan.
The flying car concept was active at the beginning of the market. Guanglian Airlines rose nearly 9%, Wanan Technology rose more than 7%, and Shangluo Electronics, Jianxin Co., Ltd. and Wanfeng Aowei followed suit.
The flying car concept was active at the beginning of the market. Guanglian Airlines rose nearly 9%, Wanan Technology rose more than 7%, and Shangluo Electronics, Jianxin Co., Ltd. and Wanfeng Aowei followed suit.
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