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Using quantity to make up for price? The first phase of Weihai Guangwei Composites' Inner Mongolia 4,000-ton carbon fiber production has started. The stock-based incentive target has been adjusted this year.
The first phase of Inner Mongolia Guangwei project, with an annual output of 4,000 tons of carbon fiber production line, has officially started operation. The price trend of civilian fiber is expected to have some pressure this year, but there will not be much room for further price cuts.
Exclusive| PingPong responds to the massive fine imposed by the Central Bank: It is aimed at the domestic business of the subsidiary before its acquisition. The original business has now been closed, and all rectifications will be completed by 2022.
① PingPong's exclusive response to the Financial Federation said that the central bank's recent fines were against some irregularities in the domestic payment business carried out by Zhejiang Aerospace Electronics before it was acquired in 2019 and those responsible for operations at the time, and had nothing to do with PingPong's business. ② PingPong began team rectification work after the acquisition was completed in 2021, shut down the original business, and completed all rectification in 2022
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%.
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.
China Drones: Empowering Civilian Drones and the Low-Altitude Economy No Shareholders' Shareholders' Shareholders' Shareholders' Shareholders' Shareholders' Shareholders' Shareholders' Meeting
① The main reason for the decline in drone revenue in China is affected by market demand. Due to the difference between the delivery structure and the same period last year, the overall gross margin declined, resulting in a year-on-year decline in net profit and net net profit after the meeting; ② In investor exchanges after the meeting, China Drone Management specifically addressed investors' questions about whether the military trade business is regular, how China Drones are boosting the civilian drone market, and the company's top ten shareholders reducing their holdings.