BK0411 Aircraft Carrier Concept
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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%.
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.
Four departments including the Ministry of Industry and Information Technology recently issued documents to welcome major policy benefits for the low-altitude economy
On March 27, four departments including the Ministry of Industry and Information Technology issued the “Implementation Plan for Innovative Application of General Aviation Equipment (2024-2030)”. Among them, it is proposed to encourage exploration and construction of an integrated transportation low-altitude route network, and focus on cultivating new forms of manned air traffic such as business travel, air ferries, and private charter flights.
Overseas high-voltage fast charging industry trends may benefit the most from accelerating these core components
① Ford Motor Company and Allego, a leading pan-European public electric vehicle fast and ultra-fast charging network company, announced on Tuesday that they have reached a strategic partnership to provide hundreds of Ford dealers in Europe with ultra-fast charging infrastructure. ② Chen Zikun of GF Securities believes that the links with high future value potential mainly include high-value, high-differentiated component systems. High-end copper alloy tracks that are expected to benefit from high-pressure fast charging industry trends are preferred.
Senmiao Technology Signs Cooperation Agreement With Chengdu Daren Duoduo Culture Media; Zecheng And Daren Duoduo Jointly Develop AI-Driven Application
Companies to Explore Creation and Deployment of AI-Driven Support and Service Application for Senmiao's Drivers with Chengdu Daren Duoduo Culture Media
$1.8 billion! Are Chinese heavy industry owners still confused about clean fuel choices after VLCC?
① China Heavy Industries has acquired 6+2 new convention-fuel VLCCs and 4+2 LNG dual-fuel VLCCs, with a total contract amount of nearly US$1.8 billion; ② The industry says that even if new conventional fuel vessels are built, shipowners can achieve greening by installing desulfurization towers and carbon capture devices.
Q4 Has the deduction of non-net profit in a single quarter improved, and Chinese shipping has begun to release profits? |Financial Report Interpretation
① China Shipbuilding expects to achieve net profit of 2.7 billion yuan to 3.2 billion yuan in 2023, an increase of 1470.95% to 1761.87% over the previous year; ② According to agency sources, non-net profit deducted for the Q4 single quarter is expected to be -0.72 billion yuan to 428 million yuan, which has improved, and the overall performance is in line with expectations; ③ The industry claims that in 2024, with the delivery of more high-priced ships, the shipping industry's efficiency level will continue to improve.
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%.
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.
China Heavy Industries: There is room for new shipbuilding prices to rise in the short term, and the risk of shipowners abandoning ships is manageable | Direct impact on performance meetings
① China Heavy Industries said it expects 2024 to achieve batch delivery of orders received since 2021; ② Currently, the company's new ship order prices are consistent with the new ship prices in the shipbuilding market, and there is room for growth in the short term.
Expansion of production led to increased R&D investment, and the Q3 net profit of AVIC heavy aircraft fell by 30% | Interpretation of financial reports
① China Aviation Heavy Machinery Q3 achieved operating income of 2,641 billion yuan, a year-on-year decrease of 6.71%; net profit of 250 million yuan, a year-on-year decrease of 29.61%; ② Q3 R&D investment increased 170.38% year-on-year. Relevant sources said that short-term R&D investment was to expand new production capacity and production lines in the future and meet future market needs; ③ Currently, overall market demand is clear, short-term pressure is under pressure, and the long-term growth trend has not changed.
Lots of information! The third quarterly report of famous public fundraisers has been released. Star fund managers such as Ge Lan, Zhou Weiwen, and Zhao Yi look at the future market this way
Another group of well-known fund managers have released their three-quarter reports!
Huawei's multiple 5G-A technologies have achieved significant performance breakthroughs in the industrial chain and opened up new growth space
① Recently, Huawei also fully completed the 5G-A technical performance test. Test results show that Huawei has achieved major performance breakthroughs in a number of 5G-A uplink and uplink ultra-broadband technologies. ② The Guoxin Securities Research Report pointed out that the product upgrade of Huawei's new 5G-A solution is expected to drive overall industry development. It is recommended to focus on core suppliers of components such as PAs, filters, and antennas on the base station side.
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.
Beishui added stores to Tencent for 7 consecutive days, totaling more than HK$4 billion; Nanshui swept goods of nearly 900 million yuan in the Ningde era
Southbound Capital made net purchases of HK$6.778 million today, with China Construction Bank having the highest net sales volume of HK$303 million; Northbound Capital made net purchases of $1,687 million today, while Kunlun Wanwei and China Taibao received net purchases of $546 million and $236 million respectively.
Opinion | What impact will further expansion of connectivity have on the Hong Kong market?
Institutions believe that the current two-way expansion and reform of the Shanghai-Shenzhen-Hong Kong Stock Connect is not only conducive to enriching the variety of traded products, expanding the scope of investment and increasing trading activity, but is also of great significance in promoting mutual integration of the capital markets of the two places and speeding up the opening up process of China's capital markets to the outside world
Selected Announcements | Tencent spent HK$300 million on repurchases for the fifth day in a row; COSCO Marine Holdings's Q1 net profit is expected to increase 78.6%
On March 31, Xiaomi Group spent about HK$997.611 million to repurchase 7.131,600 shares; Weibo plans to buy back up to $500 million of American Depositary Shares; and Wanwuyun, a subsidiary of Vanke, submitted a listing application to the Hong Kong Stock Exchange.
Selected Announcements | Anta Sports expects net profit to increase by more than 45% in 2021; China Gold International will reach record production and exceed annual guidelines in 2021
Retail sales of Anta brand products increased 25-30% year-on-year in 2021; China Alcoa International signed a new contract amount of 18.307 billion yuan in the fourth quarter, an increase of 14.67% over the previous year; Haifeng International expects net profit to increase significantly to about US$1.15 billion in 2021; and Tencent Holdings spent another HK$204 million to repurchase 450,000 shares.
The reform of central enterprises has accelerated again! The State Assets Administration Commission clearly identified six key players, and the Chinese character rose strongly
The NDRC stated at its regular press conference that infrastructure investment should be carried out appropriately ahead of schedule to speed up the 102 major projects of the “14th Five-Year Plan”. This has also caused capital to chase central enterprises in related industries.
News from major companies: Apple accepts TSMC's price increase for the first time; Baidu will start connectivity cooperation with Meituan and others
Ziguang Group's restructuring plan was approved by a court ruling. Haier will invest 60 billion yuan in R&D over the next three years. The chairman of Credit Suisse resigned due to repeated violations of COVID-19 quarantine regulations. Unilever may increase its offer to buy GlaxoSmithKline's consumer healthcare business.