Tips: Whether a seed can take root and grow into a big tree depends not only on the seed itself. In addition, it is also necessary to look at the objective environment such as soil, light, water source, and animals where the seeds grow. Information is like a seed, whether it can affect the rise of stock prices also depends on the objective environment of the market at that time. Calm, rational and objective analysis and decision-making are very important prerequisites for successful investment and speculation.
1. Investment information
1. Xiaopeng Huitian flying car opened pre-sale in the fourth quarter of this year, and the trillion-level market of low-altitude economy is ready to go
According to media reports, on April 25, at the 2024 Beijing Auto Show, it was learned from the Xpeng Motors booth that the Xpeng Huitian "Land Aircraft Carrier" split flying car will open for pre-sale in the fourth quarter of 2024, and the new brand MONA will be officially launched in June.
Xpeng Huitian currently has two flying cars, one is a split flying car and the other is a land-air integrated flying car. In addition to Xpeng Huitian, EHang, GAC, Geely Automobile's Wofei Changkong and other companies are accelerating the layout of flying cars. This year's government work report proposes to "actively build new growth engines such as biomanufacturing, commercial aerospace, and low-altitude economy", which is the first time that "low-altitude economy" has been written into the government work report, and this year is expected to become the first year of low-altitude economic development. According to the forecast in the "National Three-dimensional Transportation Network Planning Outline", the industrial scale of the national low-altitude economy will reach more than 6 trillion yuan in 2035. At present, Anhui, Guangdong, Jiangsu and other places have introduced relevant policies to support the development of low-altitude economy, focusing on practical application scenarios (logistics, fire protection, etc.) and airspace management to accelerate the landing, multi-field commercial operation prospects are clear, corresponding to industry-level UAVs, eVTOL and other models will usher in volume one after another.
Koyo Co., Ltd. (002708) and Xpeng flying car project have been fixed, and the A-sample delivery has been completed.
The project of Xingyuan Zhuo Magnesium (301398) and Xiaopeng flying car is in the early stage of technical demonstration, the company's magnesium alloy products are expanding to large pieces, and downstream trams and flying cars have successively opened up market space.
2. Scientists have successfully synthesized diamonds at standard atmospheric pressure It is hoped that the vast space in the field of quantum computing and semiconductors will be opened
According to reports, the materials science team from the Korea Institute of Basic Science recently published an article in the journal Nature, announcing the successful realization of diamond synthesis at standard atmospheric pressure and 1025 °C. It is reported that the experimental team successfully formed diamond without the use of high pressure and crystal seeding by exposing a mixture of liquid gallium, iron, nickel and silicon to a methane-hydrogen mixture atmosphere and heating it to 1,025°C through a reaction device. This preparation method is expected to open up a lower cost path for the production of diamond films.
Diamond is not only a gemstone, but also an excellent semiconductor material, with an ultra-wide bandgap gap, which is more suitable for high-temperature, high-radiation, and high-voltage environments than commercially available materials such as silicon. Under the conventional route, synthetic diamond requires a high-temperature, high-pressure environment and expensive manufacturing equipment costs. If the latest scientific research results of atmospheric pressure synthesis technology can be successfully promoted to a larger scale, it will open up a more economical and easier way to prepare diamond thin films, which is expected to provide a strong boost for the development of quantum computers and power semiconductors.
Among the A-shares, Power Diamond (301071), Sifangda (300179) and other companies have layouts in the fields of lab-grown diamonds and semiconductors.
3. The trade-in of consumer goods continues to be carried out, and the sales of household appliances have increased significantly
On April 25, the spokesperson of the Ministry of Commerce said that the promotion of consumer goods trade-in is the focus of the current work to promote consumption, and guide all localities to combine brand activities, key exhibitions, industrial clusters and leading enterprises and other advantageous resources to carry out a series of activities of "National Consumer Goods with 1 Day for New Action and Local Station". The Ministry of Commerce has successively supported Hainan, Ningxia, Shandong, Guangdong and other places to launch local station activities. Jilin, Shanghai, Guangxi, Jiangxi and other local station activities will be launched around the "May Day".
Guotai Junan Research Institute pointed out that since the beginning of 2024, the overall growth of home wire sales has been good, and the sales of major electrical appliances such as air conditioners, refrigerators, and color TVs have increased by 33%, 19%, and 25% year-on-year respectively. After the introduction of the last round of nationwide stimulus policies, the main sales of household appliances have entered a general replacement cycle, and the implementation of national policies is expected to form a joint force to better drive the willingness of the vast market (rural areas and third- and fourth-tier cities) to renew. Leading enterprises with multi-category and multi-brand layout are more likely to gain market share.
Midea Group (000333) is a leading white goods enterprise in China;
Dechang shares (605555) latest announcement, the first quarter operating income increased by 46.14% year-on-year, net profit increased by 102.33% year-on-year, mainly due to the increase in sales revenue of vacuum cleaners, small household appliances and EPS motors.
4. Beijing will promote the construction of computing infrastructure and realize full-stack autonomy and control
On April 25, the Beijing Municipal Bureau of Economy and Information Technology and the Beijing Municipal Communications Administration jointly issued the "Implementation Plan for the Construction of Computing Power Infrastructure in Beijing (2024-2027)". Among them, it is proposed to focus on the construction of a number of single large clusters of intelligent computing, and the scale of intelligent computing supply in the city will reach 45EFLOPS by 2025; By 2027, the full-stack independent and controllable software and hardware products of intelligent computing infrastructure will be realized, and the construction capacity of 100% independent and controllable intelligent computing center will be realized.
Galaxy Securities Research Institute believes that the mainland has proposed to build digital infrastructure and AI+ development in advance, and with the "artificial intelligence +" action, it may become an important step for AI to empower thousands of industries in the future. The construction of the intelligent computing center of the computing power industry chain will maintain a high degree of prosperity and drive the rapid increase in the market scale of the optical module industry chain. The IDC industry chain, optical communication industry chain, and temperature control industry chain will become the key directions of future infrastructure construction.
Alpha Data (300738) plans to build a heterogeneous computing platform in 2024 to meet the needs of various types of customers for high computing power such as AIGC cloud computing;
Invic (002837) The liquid-cooling-related revenue from data center equipment rooms and computing power equipment was about 4 times that of the previous year.
5. Promote the green development of rural areas Six departments deploy and carry out green building materials to the countryside
Recently, the Ministry of Industry and Information Technology, the Ministry of Housing and Urban-Rural Development, the Ministry of Agriculture and Rural Affairs, the Ministry of Commerce, the State Administration for Market Regulation, and the National Rural Revitalization Administration jointly issued a notice to fully deploy and carry out green building materials to the countryside activities to further promote the green development of rural areas and accelerate the promotion and application of energy-saving, low-carbon, safe and cost-effective green building materials in rural areas. The event aims to promote the active participation of green building materials production enterprises, e-commerce platforms, stores and shopping malls through the combination of government guidance and market leadership, provide more green, environmentally friendly and efficient building materials products for rural areas, and help the revitalization of rural industries and the improvement of the ecological environment.
The development of green building materials to the countryside is not only conducive to promoting the achievement of the "double carbon" goal, reducing carbon emissions in rural areas, and promoting the construction of ecological civilization, but also conducive to building a new development pattern of "dual circulation", stimulating the potential of rural consumption, promoting the upgrading of rural industries, and improving the supply quality and demand level of the domestic market. At the same time, through the promotion of green building materials, it can also improve the quality and safety of rural buildings, improve the living conditions of rural residents, and help the construction of Hemei Village.
A-share related concept stocks mainly include Beijing New Building Materials (000786), Conch Profiles (000619), etc.
6. New technological breakthroughs to fill the gap of high-performance invasive brain-computer interfaces
It is reported that a small film with soft filaments is implanted in the skull, and the monkey with his hands tied can control the robotic arm and grasp the "strawberry" with only his "mind". This is the scene of the 2024 Zhongguancun Forum on April 25. The "Beibrain No. 2", independently developed by mainland scientists, fills the gap of high-performance invasive brain-computer interface technology in China, and realizes the dexterous brain control of two-dimensional motion cursors by macaques for the first time in the world.
Brain-computer interface, the "information highway" for the brain to communicate with external devices, is the cutting-edge technology of a new generation of human-computer interaction and human-computer hybrid intelligence. In January 2024, seven departments including the Ministry of Industry and Information Technology issued the "Implementation Opinions on Promoting the Innovation and Development of Future Industries", making breakthroughs in key technologies and core devices such as brain-computer fusion, brain-like chips, and brain computing neural models, developing a batch of easy-to-use and safe brain-computer interface products, and encouraging the exploration of applications in typical fields such as medical rehabilitation, unmanned driving, and virtual reality. According to a McKinsey report, the global market size of brain-computer interfaces from 2030 to 2040 is likely to be between $70 billion and $200 billion per year.
A-share related concept stocks mainly include Xiangyu Medical (688626), Sanbo Brain (301293) and so on.
7. Lower cost Scientists have succeeded in synthesizing diamonds at standard atmospheric pressure
According to reports, the materials science team from the Korea Institute of Basic Science recently published an article in the journal Nature, announcing the successful realization of diamond synthesis at standard atmospheric pressure and 1025 degrees Celsius. This preparation method is expected to open up a lower cost path for the production of diamond films. Diamond is not only a gemstone, but also an excellent semiconductor material, with an ultra-wide bandgap gap, which is more suitable for high-temperature, high-radiation, and high-voltage environments than commercially available materials such as silicon. If this atmospheric pressure synthesis technology can be successfully promoted to a larger scale in the future, it will open up a more economical and easier way to prepare diamond thin films, which is expected to provide a strong boost for the development of quantum computers and power semiconductors.
A-share related concept stocks mainly include Jingsheng Electromechanical (300316), Mancaron (300945) and so on.
2. Company information
1. Zhaomin Technology: jointly develop new products of precision parts for humanoid robots with customers
Zhaomin Technology (301000) said at the performance briefing that the company has established a solid cooperative relationship with major well-known auto parts suppliers at home and abroad by virtue of its comprehensive advantages in technology development, production scale, production management, quality management and excellent delivery performance accumulated in special engineering plastics, precision injection molding and precision molds. The company has continuously made new breakthroughs in the new energy vehicle parts market, and has been applied to a number of well-known brands of new energy vehicles at home and abroad to enter the mass production stage.
The company has successively promoted the research and development work in various business fields, and its products such as thermal management modules, electronic water pumps, electronic oil pumps, electronic water valves, and battery cooling module components have been mass-produced, which have been applied by many mainstream new energy vehicle brands. With many years of development experience in the field of special engineering plastics (PEEK, PPS, etc.) and manufacturing experience of precision parts, the company closely follows customer needs and actively develops new products of precision parts for humanoid robots with customers.
2. Xinyu Guoke: Carry out the industrial layout of low-altitude fields around meteorological detection and other aspects
Xinyu Guoke (300722) interactive platform said that the company around the artificial weather modification, artificial demining, meteorological detection to carry out the low-altitude field of industrial layout, the company's meteorological sounding rocket for the detection of air meteorological elements, demining rocket is conducive to the elimination of air lightning disasters, these products for the low-altitude economy to provide meteorological support; The company will pay close attention to the new trends and directions of the industry, and actively explore development opportunities based on its own endowment advantages.
3. Company announcement
Yingke Regeneration (688087) achieved operating income of 633 million yuan, a year-on-year increase of 22.54%; The net profit was 72.304 million yuan, a year-on-year increase of 519.3%.
Sunshine Guojian (688336) achieved operating income of 267 million yuan, a year-on-year increase of 28.72%; The net profit was 91.1191 million yuan, a year-on-year increase of 171.88%.
Fuyao Glass (600660) achieved operating income of 8.836 billion yuan, a year-on-year increase of 25.29%; The net profit was 1.388 billion yuan, a year-on-year increase of 51.76%.
Yutong Bus (600066) achieved operating income of 6.616 billion yuan, a year-on-year increase of 85.01%; The net profit was 657 million yuan, a year-on-year increase of 445.09%.
Shenyu Co., Ltd. (300563) achieved operating income of 186 million yuan, an increase of 33.27% year-on-year; The net profit was 50.24 million yuan, an increase of 442.54% year-on-year.
WELLE (300190) achieved operating income of 384 million yuan, a year-on-year decrease of 9.3%; The net profit was 36.95 million yuan, an increase of 244.32% year-on-year.
Shanghai Yanpu (605128) achieved operating income of 569 million yuan, a year-on-year increase of 103.44%; The net profit was 32.0492 million yuan, a year-on-year increase of 187.11%.
Kelin Electric (603050) received a notification letter from Shijiazhuang Guotou Group, which increased its shareholding in the company by 10% through the bidding trading system of the Shanghai Stock Exchange. This change in equity will not lead to a change in the controlling shareholder and actual controller.
Aojing Medical (688613) intends to acquire 100% of the shares of HumanTech Dental GmbH in Germany for 3.246 million euros (about 25 million yuan), which is mainly responsible for the development, manufacturing and sales of oral implants and related oral medical products.
Soling Co., Ltd. (002766) signed a strategic cooperation framework agreement with Beijing Horizon Robotics Technology R&D Co., Ltd. (hereinafter referred to as "Horizon") to promote in-depth cooperation in the field of automotive intelligent technology and products, and form a comprehensive, long-term and stable strategic partnership.
Shanghai Jianke (603153) plans to repurchase shares for 70 million to 120 million yuan for the implementation of employee stock ownership plans or equity incentives, and the repurchase price will not exceed 23 yuan per share.
Guanghui Energy (600256) "Green Power Hydrogen Production and Hydrogen Energy Integration Demonstration Project" water electrolysis hydrogen production unit was successfully started on April 20, producing qualified hydrogen with a hydrogen purity of 99.992%. So far, the unit has been operating stably and the hydrogen production has reached the design standard.
Wanfeng Aowei (002085) said on the interactive platform that the company's new pure electric model has been successfully tested and is currently in the stage of applying for EASA/FAA Part 23 certification. The company's carbon fiber composite technology products have been applied in batches, mainly in the wings of the fuselage of general-purpose diamond aircraft that have been mass-produced.
On April 24, Desay SV (002920) signed a cooperation agreement with Changxian Intelligence, which will focus on the advantages of their respective technical resources based on a new generation of high-computing power central computing platform chips, jointly build an industry-leading on-board central computing platform, and accelerate the mass production of automotive central integrated architecture and related components.
Hongyuan Green Energy (603185) plans to invest 5.5 billion yuan in Baotou City to build a photovoltaic cell project with an annual output of 16GW.
Xinhua Co., Ltd. (603867) plans to invest 1.598 billion yuan in the construction of a new material relocation and upgrading project with an annual output of 73,000 tons.
The subsidiary of Junzheng Group (601216) invests no more than 3.2 billion yuan in the construction of chemical ships.
Pharmaron (300759) plans to repurchase shares for 200 million to 300 million yuan.
Capchem (300037) plans to repurchase shares for 100 million to 200 million yuan.
A wholly-owned subsidiary of Hanyu Pharmaceuticals (300199) signed a product supply agreement with a value of approximately US$22.4 million to US$24 million, equivalent to approximately RMB162 million to RMB174 million, with a supply period of 12 months.
The net profit of Pan Micro Network (603039) in the first quarter was 27.9947 million yuan, a year-on-year increase of 4764.41%.
Sichuan Changhong (600839) made a net profit of 176 million yuan in the first quarter, a year-on-year increase of 111.77%.
CNOOC's net profit in the first quarter increased 601808 by 57% year-on-year.
Changhua Group (605018) net profit in the first quarter increased by 10,970.03% year-on-year.
Aluminum Corporation of China (601600) net profit in the first quarter increased by 23.01% year-on-year.
Montage Technology's (688008) net profit in the first quarter increased by 1032.86% year-on-year.
Chuanjinnuo (300505) net profit in the first quarter increased by 412.33% year-on-year.
Yihua shares (002897) net profit in the first quarter increased by 456.11% year-on-year.
Xingqi Ophthalmology (300573) net profit in the first quarter increased by 79.59% year-on-year.
Asia Sky Integration (603929) net profit in the first quarter increased by 258.14% year-on-year.
The subsidiary of Jiangyan Group (601065) plans to invest in the construction of an MVR salt and calcium co-production project with an annual output of 1 million tons.
Changyang Technology (688299) plans to invest 302 million yuan in the construction of a colorless transparent polyimide film project with an annual output of 1 million square meters.
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【Disclaimer】
The information in this information is mainly derived from public information such as Times Wealth Information, CSI Express, SSE Early Know, etc., and this number does not make any guarantee for the accuracy and completeness of these information. The content and opinions expressed in the information are for informational purposes only and do not constitute investment advice for the trading of the securities described. The stock market is risky, please analyze and invest rationally!