Every reporter: Liu Mingtao Every editor: Xiao Ruidong
Today, the market opened low and rebounded again after a brief shock, and the Shanghai Composite Index once returned to 3,100 points intraday. As of the end of the morning, the Shanghai Composite Index rose 0.55% to 3,088.33 points, the Shenzhen Component Index rose 0.72%, the ChiNext Index rose 0.45%, and the Beijing Stock Exchange 50 rose 0.98%. The half-day trading volume of A-shares was 623.26 billion yuan, a slight increase from the previous month, and the net selling of northbound funds was 2.6 billion yuan.
In terms of funds, the central bank announced that in order to maintain reasonable and sufficient liquidity in the banking system, a 7-day reverse repurchase operation of 2 billion yuan was carried out in the form of interest rate bidding on April 18, and the winning interest rate was 1.8%. Wind data shows that 2 billion yuan of reverse repurchase expired on the same day, so the maturity volume was fully hedged in a single day.
On the news side, at the press conference of the State Council Information Office, Shan Zhongde, Vice Minister of the Ministry of Industry and Information Technology, said that in the next step, in order to develop the low-altitude economy, especially to coordinate high-quality development and high-level safety, further strengthen departmental coordination, central and local linkage, and accelerate the creation of a new engine for low-altitude economic growth.
In terms of sectors, China CITIC Bank hit a record high for two consecutive days, and Agricultural Bank of China, Bank of China, and China Construction Bank also hit new highs. Recently, high-standard policies frequently mention the layout, the concept of low-altitude economy is still hot, Jindun shares, Andawell, Guangha communication collective 20CM limit, traffic control technology, Jiangsu Jiaotong Technology, Jianxin shares, blue ocean Huateng and other shares rose more than 10%.
At today's press conference of the State Council Information Office, the Ministry of Industry and Information Technology said that in order to develop a good low-altitude economy, it is necessary to focus on strengthening four aspects of work, one is to accelerate equipment innovation, the second is to strengthen the application traction, the third is to enhance the integration of technology, and the fourth is to strengthen the support of standards.
As a new type of economic form, the low-altitude economy has a rapid industrial policy and a broad market space in the future. Since the beginning of 2021, the "development of low-altitude economy" has been included in the national plan for the first time, the mainland's low-altitude economy has entered a stage of rapid development, and in March 2024, the low-altitude economy has been written into the government work report for the first time, and more than 20 provinces have included the low-altitude economy in the government's work agenda. In 2022, the market size of the mainland's low-altitude economy industry will be 2.5 trillion yuan, and by 2035, the central government expects the industrial scale of the country's low-altitude economy to reach more than 6 trillion yuan, doubling the space.
Here, by integrating the latest research report information of more than 10 brokerages such as Tianfeng, Anxin, Guoxin, etc., we bring 4 company profiles to fans and friends, for reference only.
1. Andaville
The company's aviation seats, aviation navigation equipment, cabin equipment, measurement and control and support equipment, aviation composite components and other products have been widely equipped and applied to the field of helicopters, product application scenarios and low-altitude economy adaptability is high, the core technology can be extended to low-altitude economy related fields, in 2024 the company will develop eVTOL series products, promote the implementation, At present, the company has extensively engaged in business contacts and technical docking with industry customers, and some customers have entered the stage of business negotiation on specific products to seize opportunities in strategic emerging industries.
——Huajin Securities
2. Guangha Communication
As a long-term core supplier of multimedia dispatching system, the company has successfully identified and delivered a number of military special products, maintaining a leading position in the subdivided field. At the same time, it actively participates in the construction of national defense informatization, extends information dispatching in IP dispatching and communication services, realizes full coverage of the information command system of a certain service and arms, deeply integrates user services, optimizes functions such as ground command, crew support, and flight training, and expands system application scenarios.
——Huajin Securities
3. JSTC
The company has poured resources into the new track of digitalization and industrialization, accelerated the layout of low-altitude economic business, and opened the second growth curve value creation. In terms of digitalization, in 2023, the contract value of the company's digital business, such as urban lifeline and structural health monitoring, which focuses on smart security, increased by 80% year-on-year. In terms of low-altitude economy, in recent years, the company has undertaken more than 60 major aviation consulting projects at the national, ministerial and provincial levels, and on January 23, 2024, the company participated in the establishment of the first low-altitude economic innovation and development alliance in China, and on April 11, signed a low-altitude economic joint venture project with Shenzhen United Aircraft Group.
——Huatai Securities
4. Guanglian Airlines
The company is an important supplier in the field of aerospace manufacturing in mainland China, and in recent years, it has focused on the strategy of "collaborative development of the whole industry chain", and its development has been improving. Benefiting from the accelerated development of domestic aviation equipment, domestic civil aircraft and unmanned aerial vehicles during the "14th Five-Year Plan" period, the company's performance is expected to continue to increase in the next few years.
——Minsheng Securities
National Business Daily