Six-board "low-altitude economic concept stock" Zhongheng Design: The winning project only shares the construction drawing design fee, and has not yet formally signed the contract

For the first time, the design of the six-plate Zhongheng responded positively to the "low-altitude economic concept".

On the evening of April 24, Zhongheng Design Group Co., Ltd. (Zhongheng Design, 603017. SH) once again issued a stock trading risk warning announcement. The announcement pointed out that the company's stock trading closed for 6 consecutive trading days from April 17 to April 24, with a cumulative increase of 77.18%. The increase is far from the Shanghai Composite Index and the professional and technical service industry in the same period, and there is a situation of overheated market sentiment and irrational speculation, and the company strongly reminds investors to invest rationally and pay attention to investment risks.

Recently, on April 17, HMG Design released the "Helping Wuhan City to Seize the "Low-altitude Economy" Strategic Emerging Industry Track, HMG Design Won the Bid for the Central China Intelligent Aircraft Industrial Base Project (Phase I)" on the company's official website and WeChat public account. Or affected by this, Zhongheng Design was included in the "low-altitude economy" concept stock, realizing six boards.

In the announcement issued on the evening of the 24th, the company and other parties formed a consortium to win the bid for the design and construction general contracting (EPC) of the Central China Intelligent Aircraft Industrial Base Project (Phase I) of the Central China Intelligent Aircraft Industrial Base Project (Phase I) contracted by Wuhan Economic and Navigation Satellite Industry Construction Investment Co., Ltd. As a member of the consortium, the company is mainly responsible for the construction drawing design work in this project, and only shares the construction drawing design fee of 5.3186 million yuan, which accounts for only 0.31% of the company's audited operating income in 2023. As of the date of this announcement, the project has not formally signed a contract, nor has it formed any revenue, and the company has no other media "low-altitude economy" related contracts and revenue recognition, please pay attention to the secondary market transaction risks, rational decision-making, prudent investment.

It is worth noting that this is the first response to the design of Zhongheng involving the concept of "low-altitude economy". In the previous stock price change announcements issued due to the daily limit, it only stated that "after the company's self-inspection, the company's current daily business activities are normal, the market environment and industry policies have not undergone major adjustments, the internal production and operation order is normal, and the company's internal and external business environment has not undergone major changes". Zhongheng Design also said in the announcement on the 19th that "after the company's self-inspection, no media reports or market rumors that need to be clarified or responded to have been found have been found."

According to media reports, on April 24, he called the secretary of the board of directors of Zhongheng Design, and the other party said that it was inconvenient to respond to why the "low-altitude economy" winning information was not mentioned in the change announcement, and the announcement information shall prevail.

According to the official website, Zhongheng Design Group Co., Ltd. (formerly Suzhou Industrial Park Design and Research Institute Co., Ltd.) was founded in 1995 with a registered capital of 270 million yuan, and is the first batch of builders of "China-Singapore Suzhou Industrial Park". On December 31, 2014, it was successfully listed on the Shanghai Stock Exchange, becoming the first IPO listed company in the field of architectural design in China. At present, the company is the largest architectural design group company in Jiangsu Province.

What boosted the architectural design company Zhongheng Design to become a "low-altitude economy" concept stock was the information released on its official website on April 17 that it had won the bid for the Central China Intelligent Aircraft Industrial Base Project (Phase I).

According to the above news, recently, Zhongheng Design successfully won the bid for the Central China Intelligent Aircraft Industrial Base Project (Phase I). The industrial base is an important part of Wuhan Economic Development Zone's efforts to build a three-dimensional "low-altitude economic and industrial demonstration zone", focusing on building a "3335" modern industrial system, and promoting high-quality economic development. At present, Wuhan Economic and Technological Development Zone is vigorously building a general aviation and satellite industrial park, creating a three-dimensional "low-altitude economic industry demonstration zone", and has basically built the largest general aviation airport in China, with a 2,400-meter runway and a 1,600-meter taxiway. It is worth mentioning that as a supporting infrastructure project, the Central China Intelligent Aircraft Industrial Base project under construction has a total investment of more than 2.6 billion yuan. The project includes 8 sub-projects, including the main body of intelligent aircraft and municipal roads, which will accelerate the cultivation of new momentum of the regional economy and build an industrial cluster of the whole industrial chain of intelligent aircraft in Central China. Through the introduction of a number of general aviation and emergency projects such as the National Central China Regional Emergency Rescue Center, Haizhi General Aviation, Baoli Aviation, and the UAV Industrial Base of China Special Flight Institute, Wuhan Economic Development Zone has begun to see the industrial agglomeration effect of "low-altitude economy".

According to the annual report, in 2023, Zhongheng Design will achieve revenue of 1.73 billion yuan, a year-on-year decrease of 1.73%, a net profit attributable to the parent company of 107 million yuan, a year-on-year increase of 22.65%, and a non-net profit attributable to the parent of 71.073 million yuan, a year-on-year decrease of 15.93%. In the first quarter of this year, the revenue was 329 million yuan, a year-on-year increase of 2.62%, and the net profit attributable to the parent company was 29.9362 million yuan, a year-on-year increase of 2.2%.

As of the close of trading on April 24, Shangluo Electronics (300975), Rice Information (688631), Koyo (002708), Aerospace Electronics (600879), Sichuan University Zhisheng (002253) and other daily limits or rose by more than 10%.

On the news side, on April 24, Zhao Ming, deputy director of the Shenyang Municipal Bureau of Industry and Information Technology, said at a press conference that Shenyang has studied and formulated the "Shenyang Action Plan for the High-quality Development of Low-altitude Economy (2024-2026)", which has been reviewed and approved by the executive meeting of the municipal government. The Action Plan points out that by 2026, Shenyang's low-altitude flight basic support system will be basically perfect, and an industrial ecology of R&D and manufacturing, low-altitude flight, and comprehensive service integration will be initially formed. Low-altitude aircraft operate efficiently in the fields of urban air transportation, logistics and distribution, emergency rescue and smart city management, creating more than 10 low-altitude economic application demonstration scenarios. Shenyang has cultivated more than 100 low-altitude economy-related enterprises, and the industrial scale has reached 3 billion yuan.

As one of the representative areas of new quality productivity, low-altitude economy has become a hot word this year. Under the resonance of industrial policies, low-altitude economic concept stocks continue to be sought after by the market, and relevant action plans and policies have also been issued in many places.

The so-called low-altitude economy refers to a comprehensive economic form that radiates multiple fields in the airspace below 3,000 meters, with the low-altitude flight activities of manned and unmanned aerial vehicles as the traction. Han Jun, deputy director of the Civil Aviation Administration of China, once said that the low-altitude economy, as a strategic emerging industry, has a long industrial chain, covering aircraft research and development and manufacturing, low-altitude flight infrastructure construction and operation, flight service support and other industries; It is widely used in industry, agriculture, service industry and other fields.