Manufacturers from all parts of the industrial chain have entered the “blue ocean” of low-altitude logistics! Is the competition scenario “difficult and dangerous”?
Various signs suggest that low-altitude logistics will first become a “racetrack” for the low-altitude economy. Recently, the 5G-A drone express line built by Nantong Mobile and SF Express completed its first flight in Chongchuan District; DJI, Ehang Intelligence, and A-share listed drones (688297.SH) have also successively launched low-altitude drone products. On the other side, Fengyi Technology, a subsidiary of SF Express, is intensively laying out low-altitude logistics networks in the Guangdong-Hong Kong-Macao Greater Bay Area; Meituan, Zhongtong, and Jingdong are also seizing the market.
Science and Technology Innovation Board Evening News | Microguided Nano: Plans to issue convertible bonds to raise no more than 1.17 billion yuan Guangfeng Technology: once again becoming Cyrus's automotive optical solutions supplier
① State Council: Accelerate the promotion of advanced processes such as next-generation ionic membrane electrolyzers; ② Three departments including the Central Network Information Office: Promote the development of computing power infrastructure standards.
Wall Street wants to launch the general version of “Mag 7” — “Lucky 8”
The Lucky Eight ETF's trading code is “LCKY”. The initial constituent stocks include Tencent, Alibaba, Meituan, BYD, Xiaomi, Pinduoduo, JD, and Baidu. It is expected to be listed this summer.
Shanghai optimizes and adjusts real estate market policies The hot trend in the real estate sector is expected to continue
① Shanghai issued a notice on policies and measures to optimize the stable and healthy development of the city's real estate market. The “Notice” clearly adjusts and optimizes housing purchase restriction policies. ② Qi Dong of Open Source Securities believes that the signal for the central government to stabilize real estate is clear. Future real estate policies will continue to be relaxed, and there is still room to release demand for home purchases. Continue to be optimistic about strong credit real estate enterprises with high investment intensity, excellent layout area, and market-based mechanisms.
With the launch of AI products and the superposition switching cycle, the consumer electronics industry is expected to reach an inflection point in the cycle
① Recently, Huawei terminals announced that pre-sale of the Enjoy 70S phones will begin on May 28, focusing on “super battery life and large eye protection screen”. ② The introduction of terminal products such as AIPC and AI mobile phones, combined with the advent of a switching cycle, is expected to push consumer electronics terminal sales back to a growth trajectory.
Vanke's “Slimming Plan” has made substantial progress, successfully transferring more than 2.2 billion yuan of land at the Shenzhen Bay Super Headquarters
“This transaction is one of the company's initiatives to resolutely implement a slimming and fitness package.” While Vanke is taking the initiative to “slim down,” it has also made a major breakthrough in financing.