BK0035 Space Equipment II
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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.
Tesla surged more than 15%, and the FSD implementation process accelerated, which is expected to catalyze the smart driving market
① Tesla surged more than 15%, the biggest one-day increase since March 2020. The time when Tesla FSD landed in China is close. ② CITIC Securities believes that FSD V12 is expected to open the ChatGPT moment for Tesla's intelligent driving, and sector sentiment is expected to continue to be catalyzed, and it will continue to be optimistic about this round of smart driving.
Polytechnic Navigation responds to the restructuring inquiry letter, and issues such as the sustainability of the performance of Yuxun Electronics, which is the subject of the merger and acquisition, have received regulatory attention
① In the first round of responses, Polytech Navigation explained key issues such as the target company's business and synergy, and the target company's business performance and performance promises; ② Polytech Navigation stated that the target company is mainly positioned in the military market and does not involve civilian use. Its products are mainly used in the satellite field, and complement Polytech Navigation in terms of core technology.
The low-altitude economy is once again benefiting from favorable policies, and the industry has ushered in a tipping point of development. These targets may be worth paying attention to
The “Shenzhen Special Economic Zone Low Altitude Economy Industry Promotion Regulations” will be implemented on February 1, 2024.
The 2023 China Satellite Application Conference is about to be held, and the size of the satellite Internet market is expanding rapidly
① With the approval of the Ministry of Industry and Information Technology, the 2023 China Satellite Application Conference will be held at the Shangri-La Hotel in Beijing from October 25 to 27, and an “exhibition” will be held at the same time. ② Ma Chenglong of Guoxin Securities pointed out that satellite applications are one of the value centers of the satellite industry chain, and that the most mature satellite communication application at this stage is the video business, including television broadcasting services, etc.
China Mobile's annual dividend exceeds 80 billion dollars! If “Chinese characters” increase the “throw money” effort, can they still get on the bus?
China Mobile revealed that it plans to distribute 67% of the 125.5 billion yuan earned in 2022. This amount of capital exceeds 84 billion yuan, and the dividend ratio will exceed 70% in 2023.
Cross-border payment company PingPong Curve gets license
Cross-border payment company PingPong (full name of the company is Hangzhou Pingpong Intelligent Technology Co., Ltd.), Curve obtained a payment license. According to Tianyancha, PingPong indirectly holds 51% of the shares of Zhejiang Aerospace Electronic Information Industry Co., Ltd., a third-party payment agency through a wholly-owned company. This means that if Zhejiang Aerospace Electronics completes the registration of the cross-border foreign exchange payment business list, the business compliance issues that have plagued PingPong for many years will be completely resolved.
News flash: military stocks fell in early trading, Boyun Xincai fell by more than 8%.
December 13 news, military stocks fell in early trading, as of press time, Boyun new materials fell more than 8%, dawn aviation, aerospace electronics, emerging equipment, Jing Jiawei, stone aviation and other declines.
China will win-win with Arab countries to share the development of Beidou industry
The China Satellite Navigation system Management Office and the Arab Information and Communication Technology Organization signed the latest action plan for cooperation in the field of satellite navigation at the third China-Arab Beidou Cooperation Forum held on the 8th. We will promote win-win sharing of opportunities for the development of Beidou industry between China and Arab countries. According to the China-Arab Cooperation Action Plan in the Field of Satellite Navigation (2022-2023) signed at the Forum, from 2022 to 2023, the two sides will jointly implement no less than five demonstration application projects in key areas with application scale through the use of Beidou / GNSS technology, and jointly promote the increase in interested Arab countries.
News flash: the military industry plate pulled up Morninglight Airlines up nearly 7%.
December 6 news, the military industry plate abnormal pull up. As of press time, Chenxi Airlines rose nearly 7%, Xinyu Guoke, Jianglong boats, special services, China Shipping Emergency and other collective rush. Zhongtai Securities pointed out that attach importance to the logic of medium-and long-term growth of the military industry, the current round of the market is far from over. On the one hand, there is a large gap between our national defense strength and economic strength at the present stage, and we need to install a large number of new weapons and equipment to make up for military shortcomings, and national defense investment is expected to continue to grow. On the other hand, advanced military technology has the characteristics of spillover, and the military technology incubated by military enterprises has great civilian value, which can be applied to semiconductors, civil aviation, commercial aerospace and new.
News flash: the military sector fell in the afternoon, aerospace appliances and other stocks fell.
November 16 news, the military industry plate fell in the afternoon, as of press time, aerospace appliances, emerging equipment, Morninglight Airlines, Xinyu Guoke got more than 5%, Triangle Defense, Tianqin equipment, AVIC Xifei, Tianao Electronics, Jianghang equipment and so on fell.
Express News | The military industry plate fell in the afternoon, with aerospace appliances, emerging equipment, Morninglight Airlines and Xinyu Guoke getting more than 5%, while Triangle Defense, Tianqin equipment, AVIC Xifei, Tianao Electronics, Jianghang equipment an
[Opportunity Search] Starlink Internet Satellite Launcher Agency believes that low-orbit satellite service providers will benefit first
According to CCTV news, on the 13th local time, the American Space Exploration Technology Corporation (SpaceX) launched a “Falcon 9” rocket from the Cape Canaveral Space Launch Site in Florida. The rocket carried 53 “Starlink” internet communication satellites. According to a CBS report, the US Space Exploration Technology Corporation has launched a total of 1,844 “Starlink” satellites since launching the “Starlink” Internet communication satellite launch program in 2018. On May 23, 2019, the American Space Exploration Technology Corporation will launch the first batch of 60
39 shares, such as Xinyu Guoke, gained more than 30% of the shares through the increase of land shares.
Securities Times Network News, Wind statistics show that as of November 12, a total of 811 stocks land shares increased positions. Among them, a total of 39 shares increased by more than 30% month-on-month, and Xinyu Guoke had the biggest month-on-month increase. Lu Shitong recently held 346300 shares, with a month-on-month increase of 119.96%. There are also Luoyang Glass, Electric Acoustic shares, Capital online, Zhongtian Rocket, Warburg shares and other stocks.
15 shares, such as Yuneng Holdings, have gained more than 30% of their positions in mainland shares.
Securities Times Network News, Wind statistics show that as of November 10, a total of 644 stocks have been increased positions. Among them, a total of 15 shares increased by more than 30% month-on-month, and the biggest increase was in Zhongshi Science and Technology. Lu Shitong recently held 1.1148 million shares, with a month-on-month increase of 89.97%. There are also Yuneng Holdings, Xinyu Guoke, Inner Mongolia Huadian, Luoyang Glass, Dirui Medical and other stocks.
Battle for space! Two of the richest men in the world compete to enter this new circuit! Boeing soared 42.5 billion overnight and will launch 147 internet satellites
The “battle for space” is intensifying, and giants are laying out satellite internet again!
Military industry plate opened down, Tianqin equipment, Jianglong boats, Yaxing anchor chain, Xinyu Guoke fell more than 5%, Chinese ships.
The military industry plate fell at the start of trading, with Tianqin equipment, Jianglong boats, Yaxing anchor chain and Xinyu Guoke down more than 5%, while Chinese ships, Xinyan shares, Tianhai Defense, Xinjing just and so on fell.
Military stocks fell at the start of trading, Chenxi Airlines fell more than 10%, Xinyan shares, Aviation Asia Technology, Aerospace Electronics, Hongdu Aviation.
Military stocks fell at the start of the day, Chenxi Airlines fell more than 10%, Xinyan shares, Aviation Asia Technology, Aerospace Electronics, Hongdu Aviation and so on fell.
China Telecom Corporation and other 28 shares have gained more than 20% of mainland shares.
Statistics show that as of October 27, a total of 582 stocks have received land-based shares. Among them, a total of 28 shares increased by more than 20% month-on-month, and Huijin shares had the biggest month-on-month increase. Lu Shitong recently held 367800 shares, with a month-on-month increase of 110.17%. There are also stocks such as China Telecom Corporation, Zhejiang Shibao, Huiyun Titanium Industry, Zhongtian Rocket, Fudan Micro Power and so on. (Securities Times)
Military stocks opened higher, Xinyu National Science rose more than 12%, AVIC Hi-Tech, Triangle Defense, Morninglight Airlines, Xinyan shares.
Military stocks opened higher, Xinyu National Science rose more than 12%, AVIC Hi-Tech, Triangle Defense, Morninglight Airlines, Xinyan shares, Tianqin equipment and so on rose.