Downstream demand adjustments affect profits. Aviation materials company plans to optimize product structure. Titanium alloy intermediate cases are already in mass production. | Earnings conference insights.
①Ye Zhongming introduced that the fastest growing business sector in the company is basic materials, will actively respond to changes in market demand, and ensure the completion of the annual operation tasks; ②Yang Hui stated that in the international aerospace field, the company's titanium alloy intermediate products such as casings have been mass-produced in the civil aviation field, generating revenue, with revenue exceeding 0.1 billion yuan in the first three quarters.
Specific subsidy plan released! Low-altitude sector expected to usher in a wave of orders.
The Ministry of Industry and Information Technology recently held the first plenary meeting of the leading group for the development of low-altitude industry, discussing and deploying the key tasks to promote high-quality development of the low-altitude industry. On the same day, the Shenzhen Transportation Bureau solicited opinions on the detailed rules for the implementation of "Several Measures to Support the High-quality Development of the Low-altitude Economy in Shenzhen". The draft for soliciting opinions proposes specific subsidy plans.
[Data Analysis] Chongqing Zonsen Power Machinery suffered from various funds selling off, while four first-tier private equity funds joined forces to compete for Shenzhen Infogem Technologies.
①Low-altitude economic concept stock chongqing zonsen power machinery was sold by institutions by over 60 million, sold by a retail investor seat by 0.136 billion, sold by algo seat by over 80 million. ②Fintech concept stock shenzhen infogem technologies was bought by four frontline retail investor seats, with each seat buying amount exceeding one hundred million yuan.
Acceleration of portfolio adjustment? China Life Insurance reduced its shareholding in zhejiang wanfeng auto wheel for the fourth time this year, having made two moves this month alone, with the latter's stock price rising over 260% this year.
①Evergrande Life further reduced its shareholding in Zhejiang Wanfeng Auto Wheel by 1%, marking the fourth shareholding reduction this year, totaling 3%. The shareholding reduction accelerated in the third quarter. ②Zhejiang Wanfeng Auto Wheel's stock price reached a historical high this year, with a gain of 261.92% from the beginning of the year to date.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Low-altitude economic industry landing accelerates, institutions suggest focusing on the subsequent sector market.
①According to media reports, the 2nd National Low-Altitude Economy (Suzhou) Industrial Innovation Expo will be held at the Yangcheng International Esports Arena from October 18th to 20th. ②Open Source Securities has released research reports stating that the low-altitude economy is expected to see vertical acceleration from the macro (national industry planning) to the meso (local subsidies) and then to the micro (infrastructure bidding, application scenario development), recommending to pay attention to the subsequent sector trends of the low-altitude economy.