Author|Ding Zhenyu, Editor|Gu Jinfeng
Source: Jufeng Investment Advisory, Good Stock Application
At the end of 2023, the Central Economic Work Conference listed the low-altitude economy as one of the strategic emerging industries. During this year's National People's Congress and the National People's Congress, the low-altitude economy was written into the government work report for the first time.
The low-altitude economic sector has performed well in the A-share market in the past three months, among which the flying car branch has doubled, and it is inseparable from its future growth and imagination to be able to get out of such a magnificent market. According to data released by the Civil Aviation Administration of China, the market size of China's low-altitude economy is expected to reach 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035. According to the white paper on low-altitude economy recently released by the Guangdong-Hong Kong-Macao Greater Bay Area Digital Economy Research Institute, by 2025, the comprehensive contribution of low-altitude economy to China's national economy will reach 3 trillion to 5 trillion yuan.
At present, many places in China are actively arranging, seizing the strategic opportunity of high-speed development of low-altitude economy, leading and driving the development of new quality productivity, and the policy dividends of low-altitude economy continue to be released. Recently, Guangzhou has promoted the introduction of documents such as the "Implementation Plan for the Development of Low-altitude Economy in Guangzhou" and the "2024 Work Plan for the All-Space Unmanned System", and has launched the legislative work of the "Regulations on the Development of the Low-altitude Economy". According to the plan, Guangzhou aims to reach 210 billion yuan in the total scale of the low-altitude economy by 2027 and 650 billion yuan by 2035.
The low-altitude economic sector has recently fluctuated near the year's highs, and the sector has been switching leaders. From the earliest concept of flying cars, to the later low-altitude economic infrastructure, and recently back to the concept of flying cars, Xinyan shares have become one of the stars of the short-term market, and the stock price of Zongshen Power, the leading company in the early stage, has hit a new high, and the stock price has risen unilaterally by 200% during the year.
On April 19, 2024, Xinyan Co., Ltd. said on the interactive easy platform: The company has rich experience in the component processing business of large equipment such as aerospace vehicles, aviation engines, and unmanned equipment. At present, the company mainly provides supporting services for structural components for UAV enterprises and low-altitude aircraft enterprises, due to the rapid development and change of the market, the company's related business system has not yet achieved large-scale development, the company will continue to pay attention to the development trend of low-altitude flight and UAV fields, and adjust the business layout in a timely manner.
The company's financial report data is realistic: In 2023, the company's aerospace chess parts revenue will be 191.7 million, and the gross profit margin will be -4.18%. In the context of the booming low-altitude economy, the improvement of the company's related business in 2024 has been recognized by the market.
At present, the trend of the low-altitude economic sector is improving, according to the logic of making up for the rise, we have screened some stocks with no loss in performance, multiple bottoms in stock prices, and a circulating market value of less than 5 billion yuan for your reference.
According to the law of A-shares, when the index stabilizes above the key position and the weighted stocks move sideways, small-capitalization stocks often make up for the rise. Among them, the performance of individual stocks with good technical orientation and active trading is often better, and investors can also screen relevant targets by themselves. Pay attention to Jufeng Investment Advisor (jfinfo)/good stock application, and the analysis and research report of the leading target of "Institutional Research and Selection" is waiting for you to get!
(Author: Ding Zhenyu Practicing Certificate: A0680613040001)
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