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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.
Drone industry disputes continue to ferment! Yuandu Technology issued another statement accusing Zongheng Co., Ltd. and its subsidiaries of fraud
① Yuandu Technology today issued a “Further Explanation on the Statement”, issuing relevant certificates that the company believes are illegal acts such as falsification of quality inspection reports by Zongheng Co., Ltd. and its subsidiaries. ② In response, a relevant person from Zongheng Co., Ltd. said, “The work will be carried out in accordance with the law in accordance with the law. Please refer to the information published by the company for relevant developments.”
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%.
The subsidiary is accused of falsifying Zongheng Co., Ltd. The latest statement
① Zongheng Co., Ltd. stated that the company has the legal capacity to participate in government procurement activities and has not participated in the bidding in violation of regulations; ② the company's lawsuit against Hebei Xiong'an Yuandu Technology Co., Ltd. and Beijing Yuandu Internet Technology Co., Ltd. in an unfair competition dispute was accepted; ③ the company's net profit to mother changed from profit to loss in the first quarter of this year, but R&D expenses increased 27.54% year over year.
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.
Guandian Defense receives two regulatory letters in a row, and the audit agency issues an audit report with qualified opinions on the use of large sums of money
① The disclosure supervision letter issued by the exchange inquired about 14 issues relating to Guandian Defense's 2023 transactions, revenue recognition methods and execution, intangible assets, etc., and requested additional disclosure. ② In the process of auditing Guandian Defense's financial report, the auditing agency Daxin Certified Public Accountants believed that the company had a situation where the use of large sums of money was unclear, and at the same time, it was unable to obtain corresponding audit evidence of the existing illegal external guarantee situation.
Qiongguang Drone Logistics's first cross-sea flight ceremony was held, and logistics drones are expected to be the first launch scenario
① The first flight ceremony of Qiongyue drone public cargo logistics across the sea was held at Wenchang International Space City on April 24. ② Yin Shenglu of Open Source Securities believes that in 2024, benefiting from the opening of low-altitude airspace for drones, accelerated airworthiness approval for medium and large drones, local government subsidies, and successful business models, logistics drones are expected to become the first large-scale scenario in the low-altitude economy.
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.
Suzhou will hold a conference to promote low-altitude economic development, and the industry is expected to enter a new stage of development
① On April 18, Suzhou will hold a conference to promote low-altitude economic development. A series of policy initiatives will be announced, and a number of fund projects will be signed centrally. ② According to the CITIC Securities Research Report, as one of the important carriers of the low-altitude economy, eVTOL is an all-new market. It is expected that the demonstration introduction period will begin in 2024, and eVTOL pilot operation will be realized in 2025.
The first national data work conference was held, and institutions are optimistic about the release of the value of data elements
A Financial Services Association reporter learned that the National Data Administration held its first national data work conference in Beijing on April 1-2. The conference will focus on market-based allocation reforms of data elements and coordinate the construction and development of digital China, digital economy, and digital society to study and deploy key tasks for this year.
The product sales structure changed, and the net profit of Western Superconductor fell by more than 30% for the first time since its launch
① Western Superconductor announced the company's 2023 profit distribution plan: it plans to distribute a cash dividend of 7 yuan for every 10 shares to all shareholders, which is calculated to distribute a total of 455 million yuan. ② In terms of profitability, the last three annual reports show a downward trend in the company's gross margin. From 2021 to 2023, the company's gross margins were 40.83%, 39.45%, and 31.87%, respectively.
China Drones: Uncertainty in the military trade market in 2024 will continue to expand new channels for the civilian market such as smart transportation|Direct access to performance
① The company pays great attention to the development of technology and products related to the low-altitude economy, and is developing various small and medium-sized drone products of 1 ton or less. ② At present, the company has completed the delivery tasks of large-scale drones for users such as the Ministry of Emergency Management and the China Meteorological Administration.
Hong Kong stocks and A shares burst out of nowhere! How credible is this rumor?
Today is another day dominated by rumors!
China Drone: Strong performance in the fourth quarter, profit levels declined, and contract debt dropped sharply | Science and Technology Innovation Board Research
Recently, China Drone (688297) released its 2023 annual report. This article attempts to cut from public data and analyze the company's consistent expectations, quarterly performance spin-off, profit level, cash flow, etc. one by one, with a view to bringing investors more perspectives and references.
“2.39 million” leveraged the collective rise and fall! The first domestic “air taxi” is on sale on Taobao
① This product is the world's first unmanned manned eVTOL aircraft to obtain an airworthiness certificate. ② Customer demand for EH216-S surged in 2023, and the market responded positively. The company's revenue for the fourth quarter of 2023 reached 56.6 million yuan, a significant increase of 261% over the previous year. ③ The brokerage firm pointed out that the low-altitude economy has strong industrial radiance and is expected to spawn a trillion dollar industry.
Guangqi Technology signed nearly 700 million new aviation structural product orders close to last year's H1 metamaterials business revenue
① Guangqi Technology announced this evening that its wholly-owned subsidiary Guangqi Advanced has signed a 660 million sales contract for supermaterial aeronautical structural products. This contract amount accounts for nearly 60% of the company's main business revenue in 2022, which is close to the revenue level of H1's metamaterials business last year. ② After the complete divestment of the automobile business, the company's revenue from advanced metamaterial equipment products increased by more than 50% year-on-year last year, driving an increase in overall profit levels.
Currently, there is no revenue from businesses in the low-altitude economy sector. Seven consecutive board military concept stocks issued risk warning announcements|Highlights of post-market announcements
QiLianban Ai Seiko: Does not involve hot market concepts such as robots
The pre-increase in non-net profit deducted by China Aviation for the whole year by more than 80% still falls short of target expectations
① Although the net profit deducted by China Airlines aircraft was initially increased by more than 80% last year, the overall performance still fell short of the target expectations set at the beginning of last year. ② The target degree of completion of the net profit target for 2023 is expected to be 78.13%.
Science and Technology Innovation Board Evening News | Annual reports from Shangsheng Electronics, Weijie Chuangxin, Shangsheng Electronics, etc. are happy that Huaqin Technology won a 310 million stealth material sales contract
① Five departments will jointly carry out pilot work on the “Vehicle Road Cloud Integration” application for intelligent connected vehicles; ② Cape Cloud will construct the CEPCO Western Computing Power Center project, with a project amount of 489.277 million yuan (tax included).
Under pressure from performance, the main military business Maixinlin purchased 30% of Zheng Aircraft Equipment's shares for 5.282,600 yuan, saying “the future will not rule out wholly-owned holdings”
① After the transaction is completed, Maixinlin will hold 86.84% of Zheng Aircraft Equipment's shares, and the Trade Union Committee of Zhengzhou Aircraft Equipment Co., Ltd., the original shareholder of the target company, will hold 13.16% of Zheng Aircraft Equipment's shares; ② Regarding synergy, Maixinlin's director and secretary said that in the past year, the two sides have completed the efficient integration of management teams, and Maixinlin market executives have already joined Zheng Fei Machinery's management.