BK0945 Professional Services
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The rating is an increase in weight! Ehang Intelligence received the first coverage from Damo, and the low-altitude economy took off at an accelerated pace
① On May 6, the Morgan Stanley Rating Report covered Ehang Intelligence for the first time. The first rating was an increase in wealth, and the latest target price was $27.50. Affected by this news, the US stock of Ehang Smart surged by more than 7%. ② CITIC Construction Investment Securities said that state ministries and departments continue to make positive statements to promote the healthy and safe development of the low-altitude economy, and suggest focusing on the continued catalysing of low-altitude economic policies.
The sole director abstained! “I can't guarantee that this company's quarterly annual report is true, accurate and complete”
① Independent Director Chen Aihua abstained from voting on annual reports, quarterly reports and other related proposals, and cannot guarantee the truth, accuracy, and completeness of the 2023 Annual Report and the 2024 First Quarter Report; ② Analysts said that the new regulations implemented last year and the “Opinions on Strengthening the Supervision of Listed Companies (Trial)” issued by the Securities Regulatory Commission recently reminded sole directors of listed companies to “be careful in their words and actions, and do their part”.
Good news about the low-altitude economy continues, and this link is expected to take the lead in benefiting
① On March 29, Sun Wensheng, deputy director of the General Department of the Civil Aviation Administration, stated that the “Interim Regulations on the Administration of Unmanned Aircraft Flight” will be implemented to improve and improve the functions of the comprehensive management platform for unmanned aerial vehicles. ② With the development of the low-altitude economy, more and more drone models are being designed and manufactured. Orders approved for airworthiness will be earlier than orders for complete machines and parts. As the speed of airworthiness certification accelerates, it will benefit the development of airworthiness testing companies.
Up to 82.27%, 6 companies over 50%. Next week, a large percentage of companies will be unbanned.
① The top three unbanned market capitalization were: Autoway ($8.111 billion), Bank of Xi'an ($3,695 billion), and Feilo Audio ($3.386 billion); ② Judging from the unbanned ratio, Wangli Security, Bide Technology, and Liande Co., Ltd. ranked in the top three, with percentages as high as 82.27%, 67.47%, and 65.66%, respectively. In addition, Fengshang Culture, Boshuo Technology, and Guanzhong Ecology have also lifted more than 50% of the ban.
The Development and Reform Commission accelerates the establishment of a product carbon footprint management system, and the national carbon footprint management market sets sail
① The National Development and Reform Commission and other departments issued opinions on speeding up the establishment of a product carbon footprint management system. Opinions suggest that by 2025, about 50 carbon footprint accounting rules and standards for key products will be introduced at the national level, and a number of carbon footprint background databases for key industries will be initially completed. ② The construction of a product carbon footprint management system has given enterprises an authoritative method to follow in the process of promoting carbon emission reduction, which will bring important development opportunities to enterprises.
Guangdong issued a three-year action plan for the construction of the “Digital Bay Area”, and the data element market is once again facing major policy catalysis
The General Office of the People's Government of Guangdong Province issued a notice on issuing a three-year action plan for the construction of the “Digital Bay Area”. Support Guangzhou and Shenzhen data exchanges to establish national data exchanges and build a data element trading market in the Greater Bay Area with unified market systems, trading rules, and platform carriers.
Apple WWDC conference preview: not just headsets, the triple impact of XR+AI+ creative tools
Apple Developer Conference WWDC23 will be held from June 6 to 10, Beijing time. The conference may unveil new IOS17, OS systems, Mac computers, and the next generation of MR headsets.
Is foreign investment moving to Chinese assets? Buy Ali a lot of money! The asset management giant made another big move
Institutions believe that in order to control inflation expectations, overseas central banks will have to raise interest rates, and the risk of an economic “hard landing” is increasing. Meanwhile, domestic monetary and fiscal policies have been actively strengthened, many cities have relaxed real estate regulations, and the gradual strengthening of economic growth has led to a recovery in risk appetite for foreign investors.
Express News | A-share review: the gem index rose 1.25%, Yuan Universe and media stocks set off a stop-and-stop trend, and more than 100 shares in the two cities rose by the daily limit.
Express News | A-share afternoon comment: the gem index rebounded by 1.51%, with northward capital inflows of nearly 10 billion in half a day.
Guosheng Securities: an important track of virtual human meta-universe pays attention to virtual human production and IP operation.
Guosheng Securities believes that virtual humans exist in digital form, with human appearance, characteristics and behavior, and rely on virtual images displayed by science and technology. As an important track of meta-universe, virtual human can bring rich content and immersive experience to meta-universe. It is recommended to pay attention to virtual human production and IP operation. 1) Virtual human production: NVIDIA Corp, Tencent, Unity, iFLYTEK, Jiecheng shares, Feng Shang Culture; 2) Virtual human operation: mango hypermedia, Blue cursor, Saturday, Zhejiang Interconnection, Alpha Animation & Culture; 3) Virtual human computing power: American Pixel, ZTE Corporation, Xinyi Sheng, Zhongji Xuchuang, Guanghetong, Mega Intelligence, etc.
News flash: the sky board is performed by the daily limit of Cape test.
December 21 news, Cape test intraday limit, staged the sky board. As of press time, it is now quoted at 39.97 yuan, the turnover rate is 26.25%, the turnover is 363 million yuan, and the latest market value is 3.198 billion yuan.
Cape tests the floor of the show.
Cape tests the floor of the show.
Cape detects the floor of the performance.
Cape tested the intraday limit and staged the floor, which is now quoted at 39.97 yuan, with a turnover rate of 24.26% and a turnover of 331 million yuan.
Cape testing: some executives plan to reduce their holdings by no more than 1.14%
Cape testing: some executives plan to reduce their holdings by no more than 1.14%
Feng Shang culture replied to the letter of concern: the business in the direction of virtual dance is the company's first attempt.
Fengshang Culture replied to the concern letter of Shenzhen Stock Exchange that Fengshang Mutual Entertainment, a wholly owned subsidiary of the company, has complementary advantages and good coordination with the company's traditional business in the creative design and production of AR offline performing arts projects, but it has not been able to generate large-scale income in the short term. The layout of virtual performing arts products and virtual artist production and operation are currently in the exploratory stage. As the business in this business direction is the company's first attempt, the risk of development suspension and failure can not be completely ruled out. There is still great uncertainty about the future implementation progress of the project, as well as whether the company can achieve the expected results and future profitability.
Letter test standard: at present, it has carried out cooperation with Huawei and obtained orders.
Credit Test Standard said on the interactive platform that the company has cooperated with Huawei and won orders, mainly for performance testing, reliability testing and EMC testing of on-board equipment such as vehicle charger (OBC) and battery management system (BMS). Due to the initial cooperation in this business, the order volume is still very small.
Head of State Inspection Group Photovoltaic Inspection and Certification Institute: the demand growth rate of wide-version photovoltaic glass is better than that of the industry as a whole
In the Photovoltaic Industry supply chain Development Forum, the relevant person in charge of the Photovoltaic Inspection and Certification Institute of the State Inspection Group predicted that the demand for photovoltaic glass is expected to grow rapidly during the 14th five-year Plan period. Based on the parameters of centralized photovoltaic modules, the corresponding daily melting capacity is expected to be 32000 tons / day in 2021 and 56500 tons / day in 2025, CAGR+16.2%. Under the background of large-scale components, the demand growth rate of wide-version photovoltaic glass is better than that of the industry as a whole. It is estimated that the demand for wide-version glass will be 17.77 million tons by 2025 and CAG from 2020 to 2025.
News flash: meta-universe concept unit continues to be active Meisheng culture 5 connected board
December 14 news, the meta-universe concept stock continues to be active, as of press time, Meisheng Culture 5 Lianban, Huanrui Century 4 Lianban, Divine Entertainment, Xuanya International, Hubei Radio and Television, Zhejiang Interconnection continues to rise, Fengyuzhu, Hengxin Oriental, Roman shares, Aoya Design and so on continue to rise. On the news, the meta-universe concept index rose for four consecutive days, with a cumulative increase of 7.76% from December 8 to 13. A number of stocks rose by the daily limit. Fengshang Culture harvested three boards in three days, with a cumulative increase of 84.58%. Aoya design harvested two boards in two days, a cumulative increase of 48.58%. Meisheng Culture harvested four days and four boards.
News flash: many stocks, such as the opening strength of the meta-universe plate and smooth communications, are up more than 10%.
December 13 news, Yuanyu plate opened strong, as of press time, Huichang Communication, Aoya Design, Jiecheng shares rose more than 10%, Meisheng Culture, Feng Shang Culture, Chinese online, Roman shares rose more than 5%. On the news, according to media reports, Bill Gates released a year-end review of 2021, saying that 2021 let us preview a more digital future, digital will continue to exist, meta universe will revolutionize office work. He predicts that in the next two to three years, most virtual conferences will shift from two-dimensional images to meta-universe, a 3D space with "virtual images". Prior to Met