Guangdong issued a major policy on the low-altitude economy and commercialization of the industrial chain may have exceeded expectations

① The General Office of the People's Government of Guangdong Province issued the “Guangdong Province's Action Plan to Promote High-Quality Development of the Low-Altitude Economy (2024-2026)”. The overall target is that the low-altitude economy will exceed 300 billion yuan by 2026. ② China Merchants Securities pointed out that infrastructure construction is more driven by national and local policies, and it itself has a multiplier effect, so the low-altitude infrastructure sector will benefit first.

cls.cnMay 23 07:49

Investment in water conservancy construction increased by more than 90% in the first quarter, and industry prosperity is expected to continue to rise

In the first quarter, 23,500 water conservancy projects were implemented nationwide, and the scale of construction was 4.7 trillion yuan, up 15.8% and 12.3% respectively over the same period last year. Among them, 9683 new water conservancy projects were started, with an investment scale of 473.3 billion yuan, an increase of 33.8% and 47.6% respectively over the same period last year. In particular, 687 new water conservancy projects with a total investment of more than 100 million yuan were started, an increase of 94.6% over the same period last year.

cls.cnApr 23 07:50

A case was filed due to the mother's short-term transaction between the two brothers and the senior and vice chairman of Leo Co., Ltd.

① The investigation of this case was about Wang Xiangrong and Wang Zhuangli's mother Yan Suyun trading the company's shares; ② Wang Xiangrong and Wang Zhuangli are the company's first and second largest shareholders. Last year, they received a regulatory letter from the Shenzhen Stock Exchange and a warning letter from the Zhejiang Regulatory Authority due to this short-term transaction; ③ Leo Co., Ltd. announced an investment of 50 million US dollars to participate in SpaceX in 2021, which was returned a week later.

cls.cnApr 17 21:37

The Civil Aviation Administration strengthens the low-altitude flight service guarantee system design and the low-altitude economy resonates with the policy industry

① Song Zhiyong, director of the Civil Aviation Administration, published a signed article in the “Learning Times” stating that the low-altitude economy is a strategic emerging industry for global competition, and it is an important direction for cultivating and developing new types of productivity. ② Open Source Securities said that in the context of intensive policy catalysis, it is optimistic that 2024 is expected to become the year for the low-altitude economy to land, and it is recommended to focus on investment opportunities in the low-altitude economy industry where policy catalysts and industrial acceleration are accelerated.

cls.cnApr 9 07:54

Juguang Technology “ate” regulatory letters four or three years because the company was publicly condemned for bribery

① According to the warning letter, Juguang Technology has internal control flaws, and the “Internal Control Self-Assessment Report” disclosure was inaccurate from 2016 to 2020; ② Juguang Technology lost for two consecutive years in 2021 and 2022, with a cumulative net profit loss of more than 600 million yuan; ③ In the past few years, Juguang Technology has frequently “received” regulatory letters.

cls.cnApr 7 20:13

Nvidia launches next-generation artificial intelligence supercomputer, demand for downstream computing power continues to be released

① Nvidia CEO Hwang In-hoon launched a new GPU called BLACKWELL, which allows the construction of artificial intelligence to be generated in real time; and announced the launch of the next generation of artificial intelligence supercomputers. ② CITIC Construction Investment's analysis indicates that with the rapid development of the domestic AI application market, the computing power demand for AI training and inference is gradually being released, and the shortage of computing power is expected to continue for some time.

cls.cnMar 19 08:20