The three major indexes turned red across the board, led by aviation equipment and military electronics
China Economic Weekly-Economic Net News (Reporter Zheng Yangbo Intern Wang Zhifang) On March 28, the three major A-share indexes rose across the board, and the Shanghai Composite Index returned to the 3,000 mark, with a rise of more than 1% at noon.
At the close, the Shanghai Composite Index rose 0.59% to 3,010.66 points, the Shenzhen Component Index rose 1.31% to 9,342.92 points, and the ChiNext Index rose 0.95% to 1,806.90 points. In the two cities, 4,637 stocks rose, 132 were flat, and 671 fell, of which 80 companies rose and 10 fell limits.
The net inflow of northbound funds today was 2.335 billion yuan, and the net inflow of the main force was 11.232 billion yuan.
In the industry sector, aerospace equipment-related enterprises rose significantly, with an overall increase of more than 5%, including Hengyu Xintong's 20CM daily limit, Fiberhome Electronics, Lihang Technology, and Xingwang Yuda's 10CM daily limit; Computer equipment, software development, communication equipment, optics and optoelectronics industries are the main net increase of more than 1 billion yuan.
On the concept plate, the low-altitude economic sector has been adjusted for a few days, and today's increase has reached 8.46%, of which Shenzhen City Communications, Rice Information 20CM daily limit, Andawell, Digital Politics, Shangluo Electronics and many other companies have risen by more than 10%. The concept of flying cars increased by 7.91%, and the concepts of geographic information, AI assistants, and smart parking increased by more than 6%.
In terms of U.S. stocks, the three major indexes rose across the board. The Dow rose 1.22%, the Nasdaq rose 0.51%, the S&P 500 rose 0.86%, popular Chinese stocks were mixed, Xpeng Motors fell more than 8%, NIO and Youpin fell more than 2%, Bilibili rose 5.35%, Weibo rose 4.05%, and JD.com rose 3.3%. Technology stocks rose more and fell less, Intel rose more than 4%, Apple, AMD, Amazon, Google, etc. all rose.
On the news side, on March 27, the Ministry of Industry and Information Technology and other four departments jointly issued the "General Aviation Equipment Innovation and Application Implementation Plan (2024-2030)", proposing that by 2030, general aviation equipment will play an important role in all fields of people's production and life, becoming the main driving force for low-altitude economic growth, and the market size will reach trillions.
The plan emphasizes the innovation of application scenarios and demonstration applications as the guide, accelerates the update and iteration of general aviation technology and equipment, builds a modern general aviation manufacturing cluster, and creates a new model for the development of the general aviation industry with Chinese characteristics.
Liu Yuchen of Everbright Securities believes that with the development of low-altitude economy-related industries, low-altitude manufacturing, flight control and support are expected to be laid out in advance, and he is optimistic about the development opportunities of flight platform advantageous OEMs and core supporting enterprises, air traffic control system and operation advantageous enterprises, low-altitude airports and core enterprises of support construction.
Wang Zeyu, an analyst at Tianfeng Securities, believes that the military trade market demand is strong, the development of civil aircraft is expected to open a new chapter in history, and the aerospace and defense field will be in a relatively prosperous development stage for a long time.