China's first civil satellite internet terminal equipment launched, bringing development opportunities to the satellite industry chain.
OneLinQ satellite internet device, China's first civilian satellite internet terminal equipment, with a starting price of 29,800 yuan, has been launched by Wangling, a manufacturer and service provider of civilian satellite internet terminal equipment. According to the development sequence of the satellite internet industry, the upstream space segment of satellite manufacturing and satellite launch is the first to benefit, followed by the ground segment network construction equipment and application terminals, focusing on the core suppliers of each link in the industry chain.
Risk warning for delisting lifted! Two companies on the Star Market will 'remove the cap.'
After market close today, two star-listed companies in A-share market, Fujirui and Huichen shares, announced successively that they will lift the risk warning of delisting and suspend trading. Guo Ruiming, Director of Listed Company Supervision Department of China Securities Regulatory Commission (CSRC), said that the ST and star systems aim to fully alert investors of the relevant risks of listed companies. After meeting certain conditions, companies can apply for withdrawal. In the short term, it is expected that the number of delisted companies will not increase significantly.
Xinguang Optoelectronics plans to transfer some of its shares at a “premium” in response to successive losses in response to continuing losses, saying it will continue to take advantage of shareholders' resources
① The executive secretary of Xinguang Optoelectronics said that since its establishment, Zhongjiu Xinguang has positioned itself as a technology-intensive enterprise, and has been in a high R&D investment stage in recent years, leading to loss problems; ② After the transaction was completed, Xinguang Optoelectronics changed its shareholding ratio from 51% to 38.5% of Zhongjiu Shinkong's shares; the first two were the first and second largest shareholders.
Concept News | Financial Federation adds “commercial aerospace” to the theme library
① From the mention of commercial space at the Central Economic Work Conference in 2023 to being included in the government work report in 2024, commercial space has ushered in new opportunities. ② List of commercial aerospace concept stocks.
Xiaomi Auto applied for a satellite-related patent this year may be the first year that satellite communication will be launched on a large scale
① According to Tianyancha's intellectual property information, on March 29, the “Star Alignment Method, Device, Medium and Vehicle” patent applied for by Xiaomi Auto Technology Co., Ltd. was announced. ② Some agencies predict that this year is likely to be the first year of satellite communication technology for Chinese automobile companies. Compared to mobile phones, automotive satellite communication also has many advantages.
Zhimingda: New orders this year will increase significantly and increase share capital with the aim of improving stock liquidity | Direct performance
① Qin Yin said that we believe that the industry will be in a period of steady growth in the second two years after the 14th Five-Year Plan. Based on expectations for the industry in '24, the company's revenue and net profit are expected to grow steadily in 24; ② Regarding the company's 2024 order outlook, Jiang Hu said that it is expected that new orders in 24 will increase significantly compared to 23.
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.
The electric aviation business had no significant impact on the company's 2023 revenue and profit, 22 billion flying car concept shares issued a stock trading risk warning announcement|Highlights of post-market announcements
Huafeng Technology: The market environment and industry policy of the connector industry where the company is located have not undergone major adjustments
The two A-shares were retained and the chairman was the same person! The three listed companies announced on the same day that the parties concerned had been filed to surpass the Chairman of Technology in a bribery case many years ago
① Three listed companies, Cisco Rui, Guoguang Electric, and Chaoyue Technology, announced in the evening that the chairman of the company was filed. Among them, the chairman of Cisco Rui and Guoguang Electric was Zhang Ya; ② Chairman of Chaoyue Technology ranked first among the top ten shareholders of the company. He was involved in a bribery case many years ago, and the biggest cumulative drop in stock prices since this year was over 60%.
Science and Technology Innovation Board Evening News|Tuojing Technology and Narui Radar plan to buy back shares Zhenyou Technology and sign a daily operating contract of US$112 million
① The National Data Administration and three other departments jointly research and improve the transmission efficiency of the “East Digital Western Computing” network; ② Ministry of Industry and Information Technology: China's lithium-ion battery industry will continue to grow in 2023; ③ Guangsheng Pharmaceutical completed Series A financing of 100 million yuan.
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
Benefiting from increased revenue from infrared thermal imaging products, Ruichuang Weina's net profit pre-increased by nearly 60% in 2023
① According to preliminary estimates by the finance department, Ruichuang Weina expects to achieve a net profit of about 500 million yuan in 2023, an increase of about 59.55% over the previous year. ② The company's current business is mainly for civilian use, and the special equipment business does not account for a high share of revenue; the overseas business mainly consists of outdoor sports, industrial temperature measurement, security vision, and automotive markets.
The IPO fundraising project was postponed, but the need for Zhiming to reach more than 400 million yuan convertible bond plan was questioned
① The Shanghai Stock Exchange mainly focuses on whether this refinancing plan is an iterative construction. Zhimingda also acknowledged that due to multiple external factors, the company's overall gross margin continued to decline, and the increase in accounts receivable expanded rapidly. ② Zhimingda staff said that there is a big difference in price and gross margin between different types of products in different projects. Due to clear expected downstream demand, there is no problem with overall gross margin stabilizing in 2024, but there is still little possibility of a recovery.
New Quality Productivity Watch: Gravity 1's first flight was successful. What is the state of commercial space development, named by the Central Economic Work Conference?
① Gravity 1 set a new record for the world's most powerful solid rocket and China's most powerful civil and commercial rocket. ② The successful launch of Gravity 1 can provide some practical capacity for China's high-score remote sensing constellations, satellite internet launches and networking. ③ Referring to the development history of SpaceX, it is estimated that in the next ten years, China's commercial rocket core will benefit from the construction of satellite constellations, and the market space will reach 100 billion dollars.
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.
Next week, the ban on market capitalization exceeding 70 billion dollars will be lifted, 9 companies will account for more than 50%, and the EVA leader will have a monopoly of nearly 20 billion
① A total of 9 stocks were lifted, accounting for more than 50% of the total share capital; ② The lifting of the ban peaked on Friday, with a total market value of 29.433 billion yuan, including Lianhong Xinke, Youfa Group, Boqian New Materials, and Crystal Special Equipment.
Huafeng Technology: Self-developed in-vehicle connectors have samples, and communication products are developing third-class customers of Fenghuo and Xinhua | Direct access to performance meetings
① Huafeng Technology increased R&D investment by 25.3678 million yuan in the third quarter, an increase of 33% over the same period last year, leading to a significant decline in net profit in the third quarter; ② The company focused on ballistic and unmanned platforms in the defense field, focused on R&D investment in high-speed backplane connectors and high-speed cable modules in the communications field, and focused on automotive high-speed connectors in the industrial field for R&D investment.
It's selling out! The first sales volume of Xiaomi's new model surged 600%, and companies in the ecological chain may be the first to benefit
The Xiaomi Group's strategy has been upgraded to a “complete ecosystem of people, cars, and families,” and with the support of the surging OS operating system and a new video system, the first sales record of Xiaomi's new models has soared, and the limelight is gaining momentum. Under these circumstances, “rice chain” companies such as Sunwoda (300207.SZ) and TCL Technology (000100.SZ) will benefit.
Zhimingda: It is unlikely that the company's gross margin will rise during the year, and new drone and space-borne projects will be delivered in small batches | Direct impact on the performance meeting
① Zhimingda said that the company's gross margin is facing an industrial decline. As the role of the company's supply chain optimization management is gradually released in the second half of the year, the company's gross margin is expected to stabilize throughout the year, but it is unlikely that gross margin will rise; ② Regarding the company's new layout areas this year, Jiang Hu, general manager of Zhimingda, said in response to questions from the “Science and Technology Innovation Board Daily” reporter that drone projects and space-borne projects are expected to be delivered in small batches this year.
Huawei, which is “too heavy”, throws a “deep water bomb” into the capital market: the four-fold leader Huali created “Stop talking”, and the “real hammer stock” Ophelia overtook the lead and turned over, yet the mobile phone industry was still “stuck in t
① Huawei phones overtook the market, and Apple's market share in the domestic market jumped first in a single week. Ophelia's “real hammer” cooperated with Huawei to “turn over”, Huali created a “stop talking” and soared into the air, and Fukuri Electronics issued a clarifying announcement and fell to a standstill the next day; ② Huawei disrupted the rearrangement of smartphone tables, and vivo, OPPO, or “bore the brunt”, sorting through the recommended targets of the Huawei mobile phone industry chain brokerage research report.