The low-altitude economy rose sharply again, and the Shanghai Composite Index fluctuated in a narrow range in early trading

National Business Daily

2024-04-24 12:47Posted on the official account of Sichuan Daily Economic News

Every reporter: Liu Mingtao Every editor: Ye Feng

On Wednesday, the broader market opened higher and the trend diverged slightly, as of the close of the morning, the Shanghai Composite Index rose 0.33% to 3031.96 points, the Shenzhen Component Index was flat, the ChiNext Index fell 0.09%, and the Beijing Stock Exchange 50 rose 0.71%. The half-day trading volume of A-shares was 485.1 billion yuan, which continued to narrow month-on-month, and the net purchase of northbound funds was 1.8 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 24, and the winning interest rate was 1.8%.

In terms of plates, the concept of low-altitude economy remains strong, Shangluo Electronics, Jiechuang Intelligence, Blue Ocean Huateng, Hanchuan Intelligence, Century Dingli Collective 20% daily limit, TMT follows the recovery of U.S. stocks, CPO concept quarterly report generally cashed in performance, Xin Yisheng once rose 14%, Yuanjie Technology rose more than 8%, downward, lithium battery industry chain generally declined, Tianqi Lithium fell to the limit, lithium mining Ganfeng Lithium, Shengxin Lithium Energy fell more than 6%.

A few days ago, Shan Zhongde, Vice Minister of the Ministry of Industry and Information Technology, mentioned that "the low-altitude economy is an important direction for the future development of emerging industries, and will definitely form a trillion-level industrial scale in the future", by the end of 2023, there will be more than 2,300 civil UAV research and development enterprises in the mainland, more than 1,000 UAV products in mass production, and the output value of the general aviation manufacturing industry will exceed 51 billion yuan, an increase of nearly 60% year-on-year. Strengthen technological penetration, strengthen departmental coordination, central and local linkage, and accelerate the creation of a new engine for low-altitude economic growth.

The Ministry of Industry and Information Technology's "Implementation Plan for the Innovative Application of General Aviation Equipment (2024-2030)" pointed out that by 2030, a new model for the development of the general aviation industry characterized by high-end, intelligent and green will be basically established, supporting and guaranteeing the "short-distance transportation + electric vertical take-off and landing" passenger transport network, the "trunk-branch-end" UAV distribution network, The low-altitude production operation to meet the needs of workers and peasants operates safely and efficiently, and general aviation equipment is fully integrated into all fields of people's production and life, becoming a powerful driving force for low-altitude economic growth and forming a trillion-level market scale.

Here, by integrating the latest research report information of a number of brokerages, 4 companies are introduced, which is for reference only.

1. Blue Ocean Huateng

The company has established strategic cooperation with potential domestic DSP/MCU manufacturers to realize the comprehensive localization of products, rely on the flexibility of domestic chips, improve performance and reduce product costs, and focus on the research and development of electronic control single-tube parallel solution products and SiC controllers, laying the foundation for subsequent batch applications.

2. Xinchen Technology

The company's main business is based on the financial industry, with strong stability, rich experience in the field of air traffic control, relatively complete industrial layout, and continuous efforts in the fields of surveillance, flight services and low-altitude defense, and is expected to seize the opportunity of low-altitude economic development and achieve rapid development.

3. Fengshang culture

At this stage, the company has abundant orders in hand, and has accelerated the layout of C-end projects, and the performance in 24 and 25 years has not only guaranteed the volume of B-end and G-end orders, but also contributed new increments to C-end box office revenue, and the layout of the industrial chain is conducive to the company's long-term development.

4. Xin'an Century

As a leading provider of information security products and solutions in China, the company is expected to achieve sustained and rapid growth with the support of cryptography technology, horizontally expanding from finance to government and enterprise industries, and vertically extending from cryptography to other network security products.

National Business Daily

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