Science and Technology Innovation Board Evening News|Kang Peng Technology Discloses Abnormal Fluctuations in Stock Trading Announces Termination of Gelan Ruo Science and Technology Innovation Board IPO
① The Beijing Municipal Government Counsellor's Office went to the National Low-Altitude Economic Integration Innovation Center to investigate and promote the high-quality development of the Beijing-Tianjin-Hebei low-altitude economy industry; ② MeiAir Technology plans to invest in high-end environmental protection equipment projects; ③ the first batch of products from the Daquan Energy semiconductor-grade polysilicon project was released.
Intelligent driving industry events are catalyzing, and institutions are optimistic about sector investment opportunities
Societe Generale Securities said it is optimistic about the progress and investment opportunities of the intelligent driving industry. Judging from the pace of investment, Tesla is the anchor of intelligent driving. FSD's subsequent progress may exceed expectations. There may be many eventful catalysts during the year, and the intelligent driving sector has sector opportunities.
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.
Strong inflow of foreign capital is another trend vane: Middle Eastern tycoons increase their presence in China, and multinational sovereign wealth funds continue to lay out A-shares
① The Abu Dhabi Investment Authority and the Kuwait Investment Authority held a large number of A-share listed companies in the first quarter; ② the Middle East Sovereign Fund also stepped up research on A-shares ③ Other overseas sovereign wealth funds are increasing their layout in the Chinese market.
Sweeping robot “Shuang Xiong” financial report perspective: Whose inflection point? Who's growing?
① Whether it's a sweeper robot or a floor washer, increasing penetration rate is a core logic that has been mentioned over and over again by all parties. Essentially, the focus of clean appliance investors is still on growth; ② The biggest difference between Covos and Stone Technology's annual financial reports is growth; ③ The reporter also learned from a leading clean appliance manufacturer that they are actively planning to go overseas, and the number of employees in relevant departments has increased dramatically in recent years.
Science and Technology Innovation Board Evening News|Stone Technology's Q1 net profit increased 95.23% year-on-year, China Electronics Research and Development plans to invest 1.35 billion yuan to build the Yangtze River Delta headquarters
① Guodian Quantum Q1 has a net loss of 41.4736 million yuan; ② Maolai Optics: plans to repurchase the company's shares of 25 million yuan to 50 million yuan; ③ Xin'an Century: Net loss of 297.66 million yuan in the first quarter; ④ Haohan Depth: Lianchuang Yongqin plans to reduce its holdings by no more than 1%; ⑤ Yingjixin: plans to invest in the construction of the “Yingjixin R&D and Operation Headquarters Project” in the Zhuhai High-tech Zone.