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On May 17, the share price of Xinyan (rights protection) (300159) rose sharply, and as of 11:08, Xinyan shares were up 5%.96pokermachines.33%, at 2.57 yuan per share, a transaction of 284 million yuan, with a turnover rate of 7.81%.
News interpretation
On May 15, Beijing, Shandong, Nanjing and other places issued low-altitude economic development plans, policy support has been continuously strengthened, and the low-altitude economy has become active again. Low-altitude economy96pokermachinesThe development of auto parts provides a new growth point for auto parts. Under the background of the downstream auto companies actively entering the eVTOL industry to explore, upstream manufacturers are expected to follow large customers to carry out related parts research and development, cut into the low-level economic industrial chain, and obtain new growth points.
During the two sessions this year, the low-altitude economy was included in the government work report for the first time, mentioning the need to speed up the development of new productive forces, actively cultivate emerging and future industries, and create new growth engines such as a low-altitude economy. The website of the Beijing Municipal people's Government openly solicited the opinions of the "Beijing Action Plan for promoting the High-quality Development of low-altitude economy Industry (2024-2027)", and proposed that on the premise of ensuring safety, the number of enterprises related to low-altitude economy would exceed 5000 in three years. Low-altitude technical services cover the whole country, the international and domestic influence of low-altitude industry and brand identity have been greatly improved, and remarkable results have been achieved in the development of industrial agglomeration clusters. The low-altitude industrial system has become more sound, forming a national leading model in the fields of technological innovation, standards and policies, application demand, and security countermeasures, driving the city's economic growth of more than 100 billion yuan. By 2027, we will cultivate 10 leading enterprises of 1 billion yuan, 50 supporting enterprises and 100 technical service enterprises in the core links of the industrial chain of more than 100 million yuan, and form a number of low-altitude products and services with international competitiveness and brand influence in the fields of low-altitude intelligent networking, vertical take-off and landing fields, drones and electric vertical take-off and landing aircraft (eVTOL).
Mechanism analysis
Citic Construction Investment believes that by 2035, the market size of China's low-altitude economy will exceed 6 trillion yuan, and drones have great potential in enabling low-altitude logistics, and the output value of the industry can exceed trillion yuan. Cinda Securities believes that with the development of low-altitude economy, low-altitude economic infrastructure construction, related aircraft industry chain, aircraft operation, aircraft support and other links are expected to benefit. According to open source securities, Putian Technology, as a listing platform for China's telecommunications sector, is expected to benefit from satellite Internet, low-altitude economy and blue ocean, with bright growth prospects.
Capital trend
As of press time, Xinyan shares received a net inflow of 7.47 million yuan, of which super-large single inflow was 3.25 million yuan and large single inflow was 4.22 million yuan. Data show that today's net inflow of the stock has increased by 8.06 million yuan compared with the average net inflow of nearly 5 days.
Main business and performance
The main business of Xinyan Co., Ltd. is the R & D, production and sales of agricultural and animal husbandry machinery, and the manufacturing services of aerospace aircraft parts.
According to the latest financial report, in the first quarter of this year, Xinyan shares achieved operating income of 31.2438 million yuan, a decrease of 49.17% over the same period last year, and a net profit of-65.4338 million yuan, a decrease of 9.48% over the same period last year.
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